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Esekla

 
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  • 3 Signs That Apple's Next Breakout May Be Its Last [View article]
    Apparently the deal will simply be over what is and isn't made public in the case.
    Oct 21 12:47 PM | Likes Like |Link to Comment
  • InvenSense, GT Advanced, And The Importance Of The Balance Sheet [View article]
    The latest article has just been published as a Pro article. It should be public by noon tomorrow and lays out better means for forecasting InvenSense quarterly numbers, including an attempt to quantify the magnitude of next week's beat.
    Oct 21 12:29 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: Apple Could Conceivably Double Its Dividend By 2016 [View article]
    Sure, raising the dividend continues to be discussed in my article too, and I've agreed that it would be more shareholder-friendly than the buybacks suggested by Icahn. The thing is, it takes a long time for that to actually pay investors off, and Apple has long-term problems that could turn it into the next IBM.

    We should be getting an update on one them within a half hour, as discussed in my article.
    Oct 21 11:34 AM | 1 Like Like |Link to Comment
  • 3 Signs That Apple's Next Breakout May Be Its Last [View article]
    Yeah, all we really know is that they seem quite sure they'll be announcing some sort of agreement by noon. Here's the court document:

    http://bit.ly/1sKY0tF
    Oct 21 11:12 AM | Likes Like |Link to Comment
  • 3 Signs That Apple's Next Breakout May Be Its Last [View article]
    Bloomberg is reporting that GT and Apple will settle, more details within the hour:

    http://bit.ly/1sKQJd5
    Oct 21 10:38 AM | Likes Like |Link to Comment
  • 3 Signs That Apple's Next Breakout May Be Its Last [View article]
    I saw tonight's report as good, but not particularly above investor expectations.

    The most interesting thing to me was that Apple doesn't plan to break out watch sales. That says to me that it won't be a major revenue contributor. That's not much of a surprise, given the pricing, but still a shame since it actually looks like a good design. Just not one they can make on the cheap and then sell at a premium.
    Oct 20 11:47 PM | Likes Like |Link to Comment
  • Update: Advanced Cell Technology Interim Results And Shelf Offerings [View article]
    And continuing to be added to:

    http://bit.ly/1ydfmkp

    another one from Antares...
    Oct 20 11:05 PM | Likes Like |Link to Comment
  • InvenSense, GT Advanced, And The Importance Of The Balance Sheet [View article]
    I saw the Apple report as good enough, but not way above investor expectations.

    I hope to have the new article submitted tomorrow, though it will probably be Pro.
    Oct 20 11:01 PM | Likes Like |Link to Comment
  • The Next MoMo Stock, Part 1: Understanding The Momentum Mechanism [View article]
    Sounds about right to me. For a long time I've seen the market as hierarchy of players rather than an level playing field.
    Oct 20 11:00 PM | Likes Like |Link to Comment
  • Update: Energy Recovery Earnings [View article]
    Good press in the Oil & Gas industry:

    http://bit.ly/ZLW2iy
    Oct 20 04:29 PM | 1 Like Like |Link to Comment
  • 3 Signs That Apple's Next Breakout May Be Its Last [View article]
    Also, some of the links in the article are meant to show that higher market caps have occasionally been seen, but companies that achieve them tend to backslide very quickly in terms of stock price, even if they maintain execution. It's just very difficult for market dynamics to support that much concentration of capital.
    Oct 18 07:09 AM | 1 Like Like |Link to Comment
  • 3 Signs That Apple's Next Breakout May Be Its Last [View article]
    TechEnthusiast, I agree with about the media and clicks, but that's not all there is to it, and the judge in GT's bankruptcy case seems to agree, saying

    "I’m seeing what looks incredibly like a construction suit, where a homeowner says to the contractor, 'It didn't come out the way I wanted to,' and the contractor says, 'Well, it would have come out that way if you didn't continue to change the specifications.'"

    http://reut.rs/106rFUB

    GT's threats to sue Apple may or may not wind up having teeth, and Apple's earnings will probably overshadow the negative press surrounding the case, but it's not really public opinion that I'm considering here. Execution is important, and there's little doubt that Apple will sell plenty of its latest devices. That will last for a year, give or take several months. Since markets are forward-looking, that means the relevancy of iPhone6 sales to AAPL stock price probably expires very early in 2015. Suppliers will still remember what happens with GT long after the public is tired of reading about it, and Apple's ability to work with suppliers and innovate will be relevant for much longer than this quarter's numbers.
    Oct 18 07:04 AM | Likes Like |Link to Comment
  • 3 Signs That Apple's Next Breakout May Be Its Last [View article]
    There's never been a whole article devoted to that, which I think is appropriate, but there are numerous comments in my INVN articles. The Pro iPhone Teardown article, which is still public for a few days contains this quote: "In particular, Apple (NASDAQ:AAPL) is infamous for wrecking suppliers by negotiating low margins at high volume"

    Also see the last sentence of this article:

    http://seekingalpha.co...

    and the first paragraph of this one:

    http://seekingalpha.co...

    There's much more in comments, rather than the articles themselves, though:

    http://seekingalpha.co...

    http://seekingalpha.co...

    http://seekingalpha.co...

    and especially:

    http://seekingalpha.co...

    If you don't follow the comments of my articles, you'll be missing a lot.
    Oct 18 06:42 AM | Likes Like |Link to Comment
  • 3 Signs That Apple's Next Breakout May Be Its Last [View article]
    I don't have a price target that would make me ready to short yet. Maybe I will after earnings on Monday. I wouldn't buy at current levels even though I expect positive earnings and some gain in stock price. The rationale there is that I seek AT LEAST 20% annualized after-tax gain, and that's much easier at the long-term capital gains tax rate that one gets for holding a stock for over a year. I can't see doing that with AAPL on the long side.

    Sorry if that's not helpful, but that's where I'm at.
    Oct 18 06:01 AM | Likes Like |Link to Comment
  • 3 Signs That Apple's Next Breakout May Be Its Last [View article]
    I agree that a better dividend would be far more shareholder-friendly than more buybacks. The problem with that from management's perspective is that it doesn't help juice the quarterly numbers.
    Oct 18 05:48 AM | Likes Like |Link to Comment
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