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  • Why Apple's Cash Hoard Is Not A Problem [View article]
    we would love a QCOM buyout, seeing as we own it. But returning to reality, we too have used the recent weakness to add to our position in AAPL, since the fundamentals have not weakened in any way.
    Nov 26 02:14 PM | Likes Like |Link to Comment
  • Why Apple's Cash Hoard Is Not A Problem [View article]
    we agree. just recently there was a report sayog that sharp is ramping up production of iPad 3 displays thanks to an investment from Apple. how many companies invest in their suppliers to ensure a steady supply chain?

    http://bit.ly/s6kq6Y
    Nov 26 02:10 PM | Likes Like |Link to Comment
  • Why Apple's Cash Hoard Is Not A Problem [View article]
    Apple is notoriously secretive about its dealings with suppliers, barring them from revealing much of anything about their contracts. institutional shareholders are probably split on the dividend issue, for the ones who clamor for releasing cash are the ones who are banned from owning AAPL since it doesnt pay dividends. on the other hand, you have growth oriented investors who may see that very same dividend in a negative light
    Nov 25 03:36 PM | 1 Like Like |Link to Comment
  • Why Apple's Cash Hoard Is Not A Problem [View article]
    a question then. in your opinion, would releasing this cash to shareholders be a sign of strength or weakness? to us, growth and dividends are not mutually exclsuive. SBUX and QCOM are 2 stocks we own with great growth and a rising dividend. but the issue with AAPL is that there is a sentiment surrounding the stock that releasing cash is a sign of weakness. whether or not this is actually true is irrelevant. sentiment often prevails over fundamentals.
    Nov 25 02:54 PM | 3 Likes Like |Link to Comment
  • Why Apple's Cash Hoard Is Not A Problem [View article]
    as an Apple shareholder, we have no problems with the stocks performance year to date, and over a 1 year period. over the past year, AAPL has climbed 18.51% while the NASDAQ has lost 3.04%

    http://bit.ly/u8od1J
    Nov 25 02:01 PM | 5 Likes Like |Link to Comment
  • Why Apple's Cash Hoard Is Not A Problem [View article]
    thank you for the compliment. Apple has gotten where it is not only with the magic of Steve Jobs, but the ruthless execution of Tim Cook as COO. now that he is CEO, execution will remain just as strong as ever. lets hope the magic remains too.
    Nov 25 01:57 PM | 4 Likes Like |Link to Comment
  • Why Apple's Cash Hoard Is Not A Problem [View article]
    AAPL's recent stock slide is due to the overall market, not a problem with Apple specifically, in our opinion. do you think the stock is falling due to fundamental weakness?
    Nov 25 01:54 PM | 5 Likes Like |Link to Comment
  • What To Do With Salesforce.com After The Quarter [View article]
    you bring up an interesting point, for enron's collapse was fueled in much the same way, with the decline in its stock causing a vicious downward spiral
    Nov 21 10:34 PM | Likes Like |Link to Comment
  • What To Do With Salesforce.com After The Quarter [View article]
    we would like to know then, where do you place fair value for this stock?
    Nov 21 04:12 PM | Likes Like |Link to Comment
  • Is Green Mountain Coffee Roasters Now A Buy, Sell, Or Hold? [View article]
    so is it safe to assume that you think the SEC will not file charges against GMCR?
    Nov 15 10:50 PM | Likes Like |Link to Comment
  • Is Green Mountain Coffee Roasters Now A Buy, Sell, Or Hold? [View article]
    first of, thank you for giving more detailed inventory numbers. in that light, these inventory numbers are less concerning, assuming sales are able to stay at current levels. secondly, do you think that GMCR is a buy at these levels?
    Nov 15 06:15 PM | 1 Like Like |Link to Comment
  • The Case For An Apple Dividend [View article]
    the current shareholder base of AAPL is content with the lack of a dividend, and for them, it is baked in. The math may say that this has to be a drag. But sentiment is harder to quantify. For AAPL to declare a dividend would mean that it is in the same camp as MSFT, INTC, CSCO, all tech companies with dividends, but growth far below that of AAPL. while you view a dividend out of AAPL positively, many investors would view it as a sign of weakness. people, for the most part, invest in the tech sector for growth, and dividends arrive when that growth slows, as was the case with MSFT & CSCO.
    Nov 15 01:30 PM | Likes Like |Link to Comment
  • The Case For An Apple Dividend [View article]
    as an AAPL shareholder, we are content with the lack of the dividend, for now, because of several reasons.

    1: the total return on Apple has far exceeded the S&P 500 over the past several years, and Apple should outperform for the foreseeable future. while many investors like yourself clamor for a dividend, there are many investors, like us, who would see the issuance of a dividend as a sign of weakness. To us, it would mean that management is no longer confident that Apple's growth alone is enough to propel the stock higher.

    2: Apple uses its cash to control its supply chain and lock out competitors, and there is always a chance that there is a compelling opportunity out there for Apple to acquire. Apple cash hoard, while huge, is a competitive advantage that Apple uses aggressively to innovate.
    Nov 15 12:50 PM | Likes Like |Link to Comment
  • Is Green Mountain Coffee Roasters Now A Buy, Sell, Or Hold? [View article]
    in our previous article on GMCR, we noted that in fact, the patent expiration are a net positive for GMCR, since the loss of patents means cheaper K-cups, thus overall demand will rise. A focus on brewers will also increase profits. Furthermore, GMCR now owns the top sellers of K-cups, Van Houtte an Diedrich. So in a roundabout way, the prime beneficiary of these expiring patents is GMCR
    Nov 15 12:43 PM | 2 Likes Like |Link to Comment
  • Is Green Mountain Coffee Roasters Now A Buy, Sell, Or Hold? [View article]
    thank you for the compliment, feel free to recommend the article at the top. a 156% rise would be more manageable for the company, and is one more piece of ammunition for the bulls
    Nov 15 12:40 PM | 1 Like Like |Link to Comment
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