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J. M. Manness

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  • Apple Share Buyback - The Numbers Talk [View article]
    @SAR

    The problem with your argument is that they would then be running their business in a manner to manipulate the stock price - not in the best manner to manage their business.

    This is not Apple. They do all they can to maximize their business and products.
    May 23 09:25 PM | Likes Like |Link to Comment
  • Apple Share Buyback - The Numbers Talk [View article]
    @ SAR

    You make some very good points, even if I do not agree with all of them.

    First: "Taking the author's numbers and assuming the average buyback is $435, what happens if the average share price falls to $335 between now and the end of 2015?"

    In the end, anyone who buys stock in any company does so on faith in that company to provide a return (dividends and/or growth). So your question is always in effect on any purchase. I am assuming that the Apple BOD has faith in Apple to grow its value, or at very least retain its current value.

    Unless you believe in the negative growth scenario for Apple, then the price is now rather low.

    You say: "The landscape is littered..." Returning profits to investors is NOT "financial smoke and mirrors" but standard practice. To do so by stock repurchase is not an unusual method.

    Regards!
    May 22 06:08 PM | Likes Like |Link to Comment
  • Apple Share Buyback - The Numbers Talk [View article]
    As for number of share - This is a moving target. I was working off of Yahoo's figures.

    Thanks for the update.
    May 22 02:56 PM | Likes Like |Link to Comment
  • Apple Share Buyback - The Numbers Talk [View article]
    Very good point. I have noted previously that simple P/E ratios do not account for cash on hand. But you are right, I should have noted that here.
    May 22 02:54 PM | Likes Like |Link to Comment
  • Apple Share Buyback - The Numbers Talk [View article]
    Craig.

    Thank you so much for your kind words AND for letting me know your feelings. It is very gratifying to know that someone appreciates one's work.
    May 22 02:52 PM | Likes Like |Link to Comment
  • Best Windows Laptop? MacBook Pro! [View article]
    Well said.

    Some people want to tinker with a dune buggy. Others just want to drive from here to there reliably. Nothing wrong with the first, but neither with the second.
    Apr 29 01:57 AM | 1 Like Like |Link to Comment
  • Valuing A Triumphant BlackBerry [View article]
    Mondego,

    "...if Lazaridis had a little more foresight."

    I agree with you completely. I examined the one main reason for BB's fall here:
    http://bit.ly/QzAsG4
    Apr 28 08:18 PM | Likes Like |Link to Comment
  • Valuing A Triumphant BlackBerry [View article]
    Black Spruce.

    Good article. A lot of "ifs" in there, but if the future where known then investing would be boring! :-)

    Good luck to all you BB fans.

    ---
    Some months ago I wrote:
    Does BB have a chance to come back?
    http://seekingalpha.co...
    Apr 28 06:34 PM | 1 Like Like |Link to Comment
  • Best Windows Laptop? MacBook Pro! [View article]
    @imc
    Thanks for the input!
    Apr 28 02:56 PM | Likes Like |Link to Comment
  • Android Dead? - Part 10: Google Introduces Its Own Walled-Garden [View article]
    privacy breach - follow the link in the article:
    http://seekingalpha.co...

    "Google always has eliminated apps that break the term of services" That is all that Apple does. As I said of the latest Google purge - 60,000 is a lot of apps.
    Apr 18 01:26 AM | Likes Like |Link to Comment
  • Android Dead? - Part 10: Google Introduces Its Own Walled-Garden [View article]
    "Make your own investment decisions thoughtfully. Don't fall in love with companies or their stocks. Do understand the business drivers, business model, and the expectation and ownership structure of the shares in the marketplace. Don't trust the opinions of others."

    I agree completely.

    I do present various points. Whether I am biased or not should not be the issue, but rather whether the points make any sense or not. (I admit from the get go that I am an Apple fan, but I have also criticized Apple at times as well.)

    -
    I should note, that never did I say - in the first article or any other - that Apple was a better investment than Google. In this series I merely make some points as to potential areas of concern to Android users/investors. It is for the reader to read, judge if the arguments have any validity, and then decide for him- or herself what affect this will have on the future.

    -
    Thank you for your comments.
    Apr 14 02:32 AM | Likes Like |Link to Comment
  • Android Dead? - Part 9: Is Google 'Nefarious'? [View article]
    @Oletos - Thanks!
    Apr 12 03:09 PM | Likes Like |Link to Comment
  • Android Dead? - Part 9: Is Google 'Nefarious'? [View article]
    not true
    Apr 12 03:08 PM | 1 Like Like |Link to Comment
  • Android Is Dead, Part 3: The Numbers [View article]
    Agree, I am disappointed in the level of dis-functionality of the ATV Remote app. All you get is a keyboard - and sometimes not even that!
    Apr 2 07:35 PM | Likes Like |Link to Comment
  • Android Is Dead, Part 3: The Numbers [View article]
    I just got a ATV. Chase - you do have a point that the interface is pretty bad. It's a great example of how a good thing taken to an extreme can be awful. Simplicity taken too far makes the interface very annoying.

    For example, To run a film in netflix you have to go down about six levels. To get back out you have to retrace the six levels. Then, if you want to return to your movie, you go through the whole bloody thing again.

    That said, however.... I do really like it and have no intention of returning it.
    Apr 2 07:34 PM | Likes Like |Link to Comment
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