Jason Schwarz

How Apple's Market Share Will Propel Stock to $500, Part 1

There are multiple links to the 91% NPD report. Here's one: techreport.com/discuss... We can definitely retract that report if NPD is proven false.

The general point is that Apple does very well in the high end and there is room to take share if they decide to offer a Tablet or even a MacBook at a lower price point.

How Apple's Market Share Will Propel Stock to $500, Part 1

Don't forget about the Tablet effect that will be in full force by 2011. You'll get my EPS numbers with corresponding multiple projections in Part 3. Cheers everyone. I love hearing it all. The good, the bad, the ugly...the Microsoft/Apple debate is reaching a peak of intensity and investors need to decide what to do about it.

FYI-I have absolutely no love affair with Apple, I wouldn't hesitate to go short if that's what was warranted. But I believe at this time, Apple offers a fundamental play for the ages.

How Apple's Market Share Will Propel Stock to $500, Part 1

How about these new Mac commercials (www.apple.com/getamac/ads/). Can't stop laughing at the 'broken promises'!

Also can't blame Microsoft for opening retail stores that clone Apple. It's what they do, with the success Apple has had they should have done it years ago. But still, Ballmer should at least have a little pride and come up with something on his own, shouldn't he?

E*Trade: A Solid, Deep Value Stock

Ricard,

Excellent analysis. Patient speculation can produce quite a reward. I'm perfectly content to hold throughout 2010 and let the stock rise come to me.

E*Trade Appears Ready to Climb

Trying to interpret hedge fund activity is a tricky game to say the least. I submit that Citadel could be doing a little of all three: redemptions, 25%, and 9.9%. These conversion sales could be killing three birds with one stone at any given time. The only thing we know for sure is that Citadel is selling and it continues to be a burden on the stock. Watch the rate of change of Citadel sales for the real indicator. The reason why I only mentioned the 9.9% in the article is because it is the only verifiable regulatory issue. The others, including Etrade sales being used as redemptions, are speculation. Citadel could pay off redemptions through other means. A reminder-this investment is highly speculative. Don't plan on ever having a 100% grasp of Citadel's intentions.

E*Trade Appears Ready to Climb

Citadel isn't unloading shares because they no longer believe in the Etrade story. They are doing this for regulatory purposes. Evidence of this theory is in the eerie trading range of Etrade stock. These sales have been carefully orchestrated by Citadel & friends. Who are the friends? I don't know. But it is obvious there are large institutions buying the shares that Citadel is selling. If this weren't the case, you would see huge swings going on.

E*Trade Appears Ready to Climb

Redbeard200000 posted important data points that weren't included in the article. It looks like Citadel might sell off another 10 batches of 25 million shares each throughout October. I'm using the entire month as an opportunity to average into my position. The fact that Citadel is able to reposition with relatively small volatility shows the demand for ETFC in the open market. One could definitely wait until all conversions are complete but I prefer to average in as we approach a positive catalyst for the stock. This is not a quick trade for me. I'm looking at the next 6-12 months to generate my return.

Artificial Life: Nothing Fake About This Software Company

I love this company! Great article. The is a space any innovative tech investor should be in.

Twitter Acquisition Mania: Google Rebuffed, Is Apple Trying Now?

Completely disagree with LA tech. Twitter is an incredible news platform; especially on the go. I'd much rather check Twitter on my iPhone then surf through 10 different news sites. It continues the evolution towards personalized news and I think it would be a perfect fit for Apple. Great price. Great innovation.

First Solar Revives Hope for Alternative Energy

Outstanding recap. Goes nicely with Charlie Munger's comment over the weekend regarding the future of solar. The improving margins allow this technology to become a game changer.

Apple's Media Tablet Will Cause the Stock to Rocket

I am most intrigued by RK's comment on the commoditization of computers due to the continued development of cloud computing. The Media Tablet could really explode if PC memory and size become less of a necessity. The Media Tablet could eventually become the ultimate access point to the cloud. Interesting thought.

Obama's TARP 2 Signals an End to Mark to Market

Mark to market has turned the investment world into a group of fearful day traders. The health of our financial system should never be tied so closely to short term real estate fluctuations. Marking long term securities at short term valuations makes no sense at all. We need to provide our great banks like Bank of America, JP Morgan, Wells Fargo, etc... with a better system to be able to weather future real estate corrections. Returning to a system that values the long term over the short term is severely needed. This post-Enron experiment has gone terribly wrong and I am continually shocked that the masses don't see it.

Extraordinarily bearish consensus estimates have set Apple (AAPL) up to beat revenue expectations by $900M each quarter in 2009, AppleInsider says. More here.

Amazing analysis by Andy. You want to be loading up on Apple!

Google: 3Q Results Reveal Chinks in the Armor

The problem with Google lately is that none of their new products have made any major revenue splashes. The company is starting to remind me of Microsoft. They better hope the G1 phone takes off because they could use some positive perception.

Sub-$300 Laptops: Where the Action Will Be

For so many buyers, price is the only thing that matters. Asus has just started a new round of margin destruction for all the low cost hardware makers. It's a very tough business model to compete with.