Julian Ivan-Alexander

Is Apple's Stock Headed for a Reversal?

AAPL has been bouncing nicely, all year, along a strong uptrend line and continues to bounce off it ever time it pierces the 20-DMA.
RSI had also dipped concurrent with this pullback from that dash to $208 to levels from which it also usually stages a strong rebound.
Lo and behold, when the stock Wednesay broke through the 20-DMA it then went on to tag the uptrend just about $190, and bounce hard to close at $196.35.
This potentially clears the decks for the stock to now attract new money after all the profit takind drovw the stock down almost $20 from its high post-earnings, as the inevitablity of an absolutely blow-out quarter of mind-bending magnitude sinks in to even the most skeptical investor.
Sure if the market tanks, AAPL will pull back, but with the comnpany increasing manufacturing orders for iPhones by 20% only a week or two ago, there's no reason to doubt that this company is totally recession proof any more. Its performace over the last year is testament to that.
And then there's that China launch, which wil add several million sales this quarter.
And the impending reporting of earnings without the deferred revenue/subscription accounting method under-reporting true EPS by 30-40% every quarter, which I think will be first introduced in Q2 10, with guidance for Q2 given during the Q1 report in January given by the company using this new approach. Q1 earnings don't need boosting by changing accounting methodology, but considering AAPL always gets hammered by appaling and consistently 20-30% low guidance for Q2 off the back of the usual blowhards and bears, by changning accounting to a non-subscrition-based method for Q2, they will be able to "beat 'em and raise 'em" through the roof.
This January could see the opposite of the usual AAPL trade - an incredible eye-watering rally - if the company chooses to use the folloowing Q2 as its changeover quarter for its accounting methodology. The guidance for Q2 would be simply staggering.
So yes, you could have a point and caution is merited, but an analysis of AAPL's TA actually presents a case to be bullish, not bearish, *providing the broader market doesn't pull back sharply as so many expect*.
If you're bullish on the market, you should be in AAPL up to your neck.
If you're worried the market has topped, get out, now. In fact you should have gotten out when it spiked over $200. This is a market call, nothing to do with AAPL. Lets keep that in mind when analysing a stock shall we?

Google Should Make Apple Beg for Maps Navigation

Fred LA, old-skool "analysts" never research - they just fart brainwaves. Of course he didn't know Apple had just bought its own mapping company. It also stands to reason that Apple knew Google intended to launch turn-by-turn navigation at the outset of the project's development, and made contingency plans to avoid being dependent on Google.
Acquisitions don't happen out of the blue, especially for a company like Apple, so this move, and Apple's reassuring forsight to stay ahead of the game by outflanking Google with its own purchase of a mapping solution, shows just how forward thinking Apple's management is.
Screw Google - Apple doesn't need them.

Why Apple Is Worth $80

Wow. Asshat analysis. The worst ever analysis of AAPL I have ever - literally ever - seen, and as a moderator of one of the most popular AAPL stock discussion forums on the web that is really saying something. I won't repeat what others have already explained vis-a-vis your completely arse-over-tit goats entrails analysis except to say I wholly agree with them.
I'm laughing myself all the way to the bank. Sorry fellow-contributor, I know I shouldn't be rude, but you deserve a slap round the face for publishing such tripe on a site like this. If I was SeekingAlpha I'd be embarassed to see in published under my banner.

Apple May Find Itself at Risk in Legacy Core Business

Wow - not so much sour grapes as bitter lemon.

The Case for Shorting Apple

Wow - a cut and pasted chart and a few lines of TA textbook drivel and suddenly there's a case for shorting AAPL, just whenits about to get a 5M iPhone order from China? You go girl... because you're going to lose your balls on this one.

Should Apple Spin Off Its App Store?

Oh god, here we go.. parallel this with "Should Apple license OS X" and you've got the same craptapulous arguments to go over all over again....

Why SHOULD Apple spin off the App Store? Its one of the most compelling reasons for buying and sticking with the iPhone and its successors. Its a unique selling point. It makes the iPhone the most compelling device to write software for. It singlehandledly slays all other competitors.

Sure, go write ahead (pun intended).. knock yourself out. Can't wait for the next piece of insightful AAPL analysis.

Bye Bye Apple

When an arsehole farts in the forest and there's nobody there to witness it, does anyone care?

Apple: Great Products = Great Investment?

"There is a lack of visibility about future sustainability. There is a lack of visibility about future direction. There is a lack of understanding about future cash flow. Can it keep its innovation engine going on forever?"

There is a lack of visibility in this article about taking cues from a company's past behaviour to predict its future. Apple innovates. Its in its DNA. The iPod? Written off as a failure. The Apple Stores? Written off as a retail "lights will be out in two years failure." The iPhone? Written off as an overpriced toy which would only ever enjoy a niche product status. The iTunes store? Oh "it doesn't make a profit so what's the point." The App Store? "Oh it'll never be a big deal - discount it, its meaningless."

The cost of a share of AAPL right now? $137

The value of innovation? Priceless

The price to Apple of its relentless refusal to please writers and analysts by giving them what they think their readers want instead of what their customers really want? Boneheaded analysis and a share price 50% too low.

If You Think Steve Jobs' Health Is Not a Material Event...

"The fact this saga is still dragging on and being handled improperly is a sign of some kind of board governance issue. "

No. Its a sign of media obsession and writers whoring for hits.

Apple: Is the iPhone OS Upgrade Too Good?

Good lord... talk about nit-picking. Can a day go by without someone getting all anal and obsessed about whether the porridge - or in this case the iPhone 3G S is too hot, too cold, or just right? Christ, every reviewer has raved about it. 98% of phone owners do not own an iPhone. Who the hell cares about whether existing owners upgrade now or in a few months' time? There's still 98% of the market up for grabs, and with the news 3G S being such a strong product, those holdouts on Verizon and Sprint who didn't want to switch to AT&T finally have an overwhelming reason to finally give in and switch.

And the same goes for the rest of the world.

Here's a really scary thought though: what happens when journalists type before they think? Oops.

Apple Sours: Analysts Doubtful of iPhone's Prospects

Christ.. assholes and analysts.. I think I'd rather hear from an asshole. What about all the people (ie. the other 98% of the phone market) who haven't bought an iPhone yet and can now do so for $99 in the US, or buy the new vastly improved one for a very competitive contract deal, who have been stuck with older contracts on other networks for the last 12-18 months but who can now switch as they're contract free?

Naysay naysay naysay. Weren't Apple Stores due to "shut off all the lights after 2 years," and the "iPod be an overpriced flop" when they were launched? Analysts: Plus ça change, plus c'est la même chose.

Morons.

Palm Pre vs. iPhone: The Gmail Advantage

The iPhone does support the IMAP IDLE protocol afaik.

New iPhone 'Evolutionary', Not 'Revolutionary' - RBC

"Hey where's Abramsky? Anyone seen him? The WSJ are on the phone and want a quote from him on whether Steve Jobs has cancer.. oh sh*t that was last year's story, errr hang on.. yeah, I mean they want to know his dead-for-certain-I-Kno... take on the new iPhone. Where is he? Oh there, he is, crawling out of Jim Balsillie's colon after giving him a RIMM job. Hey, Mike...."

New Microsoft Ad Targets High Cost of Macs

What a load of tosh.. feature for feature, Macs are cheaper than PCs as countless studies have shown. Sure, go buy a 4-wheel, 4-door Skoda if you want over a 4-wheel BWM if you want to save money... they both offer metal bodies, tyres, an engine, and seats - and they're both well built, and usually the BMW costs more than the Skoda.

But unlike the scenario above what if feature for feature, the BWM and the Skoda were the same price once you've chosen the optional extras?

That's the real argument here. This price comparison is as daft as the Mghz myth wars of the Pentium 4 versus G5 PowerPC.

Apple: Eight iPhone Annoyances

I'm not sure what this has to do with AAPL.. perhaps a litany of moans (mostly unjustified although I understand where you're coming from) about the iPhone might be better suited to an Engadget comment than an article on SeekingAlpha....?