Jae Jun

Apple Is Still a Great Investment, Right? Not for Value Investors

awww too bad you still have no proof. I might as well give you a list of biotech I bought at 0.01 that shot up to $29.27.

Don't feel too bad that anyone can do it. Are you sure you aint your own girlfriend kiddo?

Apple Is Still a Great Investment, Right? Not for Value Investors

2 commas? you must be impressed.
lol continue gambling away and being the greater fool. I'll give that award to you while I stick to my analysis.

I hope you're 2 commas give you a good nights kiss

Apple Is Still a Great Investment, Right? Not for Value Investors

Never clamored for anything. You just dont have facts to back up your talk on appl goog or any other investment.

I should get my monkey to throw darts at biotechs and get the same data and results.

Come back when you can prove what you say in writing and with analysis. Go look at DDRX.

Make sure your online account tucks you in nicely as well.

Apple Is Still a Great Investment, Right? Not for Value Investors

You've got no data or results to back it up so your "amazing" gains and so called skills is equally pitiful. Just puffs of smoke. Following the herd doesnt mean much to me.

Besides Im just replying to comments on my own article.
It's etiquette after all and I now realize why you do it all over the place. It's fun lol

Apple Is Still a Great Investment, Right? Not for Value Investors

LoL
Looks like your clock is no better.


On Nov 13 12:04 PM JW.USC wrote:

> You just described your financial "advice" on this site perfectly.
>
>
> You are "right" just like a broken clock is right twice a day.<br/>

Apple Is Still a Great Investment, Right? Not for Value Investors

Amazing how some people don't understand the difference between right and wrong.

Since I didn't lose money how could I have been "wrong"? I guess making money is wrong?? lol

Also just read the type of comments you post and not a single constructive comment. You're just a troll. Waste of time.

Apple Is Still a Great Investment, Right? Not for Value Investors

JW.USC

LoL
In August AAPL was at $165. Today it's at $203 for a 23% gain.
Since August check out what my portfolio has been doing.
www.covestor.com/mbr/j...

Total portfolio is up more than 110% since August. YTD I am up 190%.
Not just on a single position as well. That's how I feel.

How Apple's Market Share Will Propel Stock to $500, Part 2

"AdMob discovered that the iPhone OS increased its global market share up 7% to 40% while Nokia dropped 9% down to 34%. "

The data you used is completely wrong and misdirected. Why are you looking at Admob to get your data?

Smartphones still don't account for the majority of phone sales in the US. Apple has about a 16% market share in the US while the leader Samsung is at 35%. If Apple wants to make money, it has to start reaching into other segments.

"Since we’re talking about simplicity I’ll make this easy, there are 6.795 billion people in the world and more than 50% own a cell phone."

Common sense shows that of the 6.795billion where 50% own a cell phone, a huge number of sales go to 3rd world or developing countries. Don't expect to see the iPhone in rural China or Africa.

This is where prepaid and cheap phones come in and why Nokia and Samsung have dominant positions.

Apple Is Still a Great Investment, Right? Not for Value Investors

@Dialectical Materialist,
No offense taken and I meant none as well.

I first bought GGP when it was hovering around $1 before the bankruptcy after going through my own analysis and calculations based on Graham's asset value and balance sheet adjustment calculations. Not on what others were doing or what Todd Sullivan's opinion was, although it did help in some areas.

Kept buying at 50c when I was down 50%. However, to me GGP at 50c was an even bigger bargain and had a ultra huge margin of safety because I see the value at close to $5.

At current prices I would not buy at all because that margin of safety has eroded.

This is the definition of value we both agree upon. So I was lucky to have stumbled on GGP.

So what I was saying in the article from the very beginning was echoing your thoughts that "...a margin of safety in the investment. One that has sunsetted a long time ago with AAPL I think"

You've hit the point of the article which I'm afraid never goes too well with AAPL investors.

Apple Is Still a Great Investment, Right? Not for Value Investors

@Stephen Rosenman

And my question to you was up to what point can AAPL maintain its current FCF growth? At its current rate and by your prediction, AAPL should be a trillion dollar company in around 5-7 years and will continue to get bigger and bigger.

I mentioned that the CROIC was 15% meaning that over the long run, FCF AND growth is likely to decline to the rate it can return money.

It's funny how just last year everyone was saying that AAPL was destined for 25% yoy for the next 5 years but now even the analysts have reduced that number to under 20%.

You misread and misinterpreted the whole "sell" thing. Just said that apple wasn't a buy at its current price but didn't say you should sell if you have it.

If you got in at a good price, it should offer good returns for long term holders.

On Aug 17 04:38 PM Stephen Rosenman wrote:

> You base your argument on FCF. I pointed out earlier that Apple
> has accelerating FCF. Your 15% FCF is fantasy and has no baring
> on Apple's last 4 years. You predicate your argument on faulty data.
> Why write an article that uses invalid numbers to justify a sell
> on Apple?

Apple Is Still a Great Investment, Right? Not for Value Investors

@Dialectical Materialist,

Sorry but I never said my investments were more complicated.
But it does seems like you have now twice said that all re-orgs are speculations.

Like I said, unless a person has conviction, it's highly unlikely that they will make a killing in anything.

For anyone that bought AAPL when it was in the single digits, now that is a killing.

So again, it comes down to what your definition of value is. It seems like our definitions differ greatly.


On Aug 17 06:10 PM Dialectical Materialist wrote:

> @Jae Jun,
> I never said anything about P/E. Why assume your investment decisons
> are more sophisticated than mine? Good luck with GGWPQ. Lots of
> folks are out on that limb and it may work out fine. In this economy
> I am more worried about buying companies that will stay out of bankruptcy
> than I am about making a killing by speculating in companies already
> in re-organization.

Apple Is Still a Great Investment, Right? Not for Value Investors

@Dan Braem
"Jae Jun - value is in the eye of the beholder."

Absolutely. Thankfully someone understands it even when it is applied to AAPL.


On Aug 17 02:27 PM Dan Braem wrote:

> Jae Jun - value is in the eye of the beholder. I look at the Jan
> 2011 Apple puts with a $90 strike, and they sell for $4.50 each.
>
>
> At a $90 strike, the market cap of Apple would be $80 billion. And
> that is with about $30B in cash and investments. At an $80 billion
> market cap, there is MUCH value.
>
> So I would play Apple now by selling these put contracts at $4.50
> a pop. I actually have already done this trade, but at $55 and $75
> strikes when Apple was much lower. Still a good investment/trade
> in my opinion (and one that captures the VALUE component that you
> seek - as do I).

Apple Is Still a Great Investment, Right? Not for Value Investors

@stephen-rosenman,
Do you see FCF growing at the same rate until AAPL gets bigger than 1 trillion market cap and beyond?


On Aug 17 01:47 PM Stephen Rosenman wrote:

> FCF: 2006 - 1.56 billion; 2007 - 4.7 billion; 2008 - 8.5 billion;
> TTM - 10.2 billion. I see FCF growth rate far greater than 15%,
> don't you?

Apple Is Still a Great Investment, Right? Not for Value Investors

@Dialectical Materialist,
As a commentor said, value is in the eye of the beholder.

If your definition of "value" is just buying low PE then yes you wouldn't know why I am investing in what I do.

Bankruptcies, distressed companies, spin offs, tenders, mergers
These are all considered value in my books while others may view it as speculation.

100-200% on speculation is possible, but 1000% or 500%? Unless you have conviction that will never happen.

On Aug 17 01:48 PM Dialectical Materialist wrote:

> There are all kinds of ways of making money, and you sound like you
> are doing okay for yourself, so congratulations. I did check out
> your site and some of your comments. MHH looks like a good buy,
> but with a 15 million capitalization, it seems more of a growth play
> than a value one, even if the "value" is there on paper. It's just
> so tiny that a small change can cause big ripples. And GGP (actually
> GGWPQ) is being restructured. How is this a VALUE play?. It seems
> like a highly speculative investment.
>
> On Aug 15 04:07 PM Jae Jun wrote:

Apple Is Still a Great Investment, Right? Not for Value Investors

sgmsg

where do you invest other than aapl?


On Aug 15 02:13 PM sgmsg wrote:

> Be brave and tell us where invest now. After we will judge you on
> your courage and you wisdom.

>You have virtual balls... Following month gonna tell us if you have virtual or real brain.