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Greg Feirman

 
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  • Several Theories To Explain Apple's Nosedive [View article]
    Good comment.

    Definitely agree that a change in the perception of the fundamentals was a catalyst for the decline.

    The recent earnings report does suggest maturation, slowing revenue growth and margin compression as a result of competition. Likely no earnings growth this year as you say.

    Still, they are the leader in this products at an incredible valuation. I like the stock here.
    Jan 30 10:30 AM | Likes Like |Link to Comment
  • Several Theories To Explain Apple's Nosedive [View article]
    It's hard to push around a stock with a market cap more than half a trillion.

    The market is mass psychology. AAPL was going up so people piled on. Now it's going down so they bail and short it. It's not a satisfying explanation but in a lot of ways it's that simple.
    Jan 30 10:26 AM | 10 Likes Like |Link to Comment
  • Several Theories To Explain Apple's Nosedive [View article]
    I bought on Thu, Fri and Tue. A lot.
    Jan 30 10:20 AM | 5 Likes Like |Link to Comment
  • Several Theories To Explain Apple's Nosedive [View article]
    Massive bounce in AAPL coming IMO. Horrible sentiment completely out of proportion to fundamentals.
    Jan 30 10:18 AM | 7 Likes Like |Link to Comment
  • Several Theories To Explain Apple's Nosedive [View article]
    "But now on any normal valuation measure, Apple's stock is about the most undervalued stock relative to cash, and earnings, in the market."

    Agree.

    Also thought Carter Worth's Fast Money segment - long AAPL, short SPY - was good.
    Jan 30 10:16 AM | 2 Likes Like |Link to Comment
  • Why Apple's Plunge Makes Sense [View article]
    Excellent article Alan. Clearly analysts taking down earnings estimates played a big role in AAPL's correction the last few months. It seems like the market is reflecting the idea that the days of big growth are in the rearview mirror. Still, valuation strikes me as an overshoot to the downside.
    Jan 24 11:56 PM | 2 Likes Like |Link to Comment
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