Agreed! Please short Apple and tell all your fund buddies to do the same. Why? Because I want Apple to buy as much stock as they can with their buyback money while I continue adding to my position.
I love people like David Trainer & Company. They allow me to buy great companies on sale.
See you at $1,000 per share in less than 5 years, David!
Julian Robertson's Tiger Management unloaded the 42K Apple (AAPL) shares the firm still had going into Q1. Tiger, which has owned Apple for years, had pared its stake from 101K in Q4. On the other hand, Tiger initiated positions in Dunkin' Brands (DNKN - 546K shares), Monsanto (MON - 192K), McGraw Hill (MHP - 408K), and H&R Block (HRB - 849K). AAPL -1.1%. (13F) (Q4 hedge fund sales) [View news story]
Well I hope a lot of people think that way and keep the price down while I acquire more shares. To think that Apple has lost all innovation is absurd.
Julian Robertson's Tiger Management unloaded the 42K Apple (AAPL) shares the firm still had going into Q1. Tiger, which has owned Apple for years, had pared its stake from 101K in Q4. On the other hand, Tiger initiated positions in Dunkin' Brands (DNKN - 546K shares), Monsanto (MON - 192K), McGraw Hill (MHP - 408K), and H&R Block (HRB - 849K). AAPL -1.1%. (13F) (Q4 hedge fund sales) [View news story]
Silly move. Apple is a much better company than all of those combined.
Apple (AAPL -2.5%) has dived over the last 30 minutes of trading on heavy volume, without any news to explain the move. The decline comes with the NASDAQ still up 0.5% on the day. [View news story]
Apple, Zynga Lead Sharp Rise In Short Interest On Tech Names [View article]
If you think most of those shorts came in after earnings, then why the 10% runup?
The timeline around 4/17 marked a huge volume spike where Apple was hovering around $400. You see the same spike after earnings around $400. I'd venture to guess that most shorts came in around that $400 level thinking AAPL was going to drop into the mid $300s.
Apple, Zynga Lead Sharp Rise In Short Interest On Tech Names [View article]
Bill - It's interesting to note that the increase of 21,000,000 shares short on APPL from April 15 to April 30 had APPL trading in the range of $385 to $442. Anyone still holding onto those purchased shares are riding them for a loss right now, and some of those losses could currently be well over 10%.
More Tepper: Turning to individual ideas, he says Citigroup (C) has become one of his biggest positions. On Apple (AAPL): If the company doesn't have something "revolutionary" coming, it better do something "evolutionary" - bigger screen, cheap iPhone. If we don't see anything by September, then it's "Houston we got a problem," and Tepper hopes he's quicker on the sell button than everybody else. [View news story]
Tepper should sell right now if he is concerned about Apple's short term lineup.
Danger Zone For This Week: Apple [View article]
Your biggest fault is using ROIC on a company that doesn't have much need for IC. Apple outsources almost all of their production.
I'm really not sure how you can justify using Invested Capital as a metric for Apple. Common sense dictates otherwise.
Danger Zone For This Week: Apple [View article]
I love people like David Trainer & Company. They allow me to buy great companies on sale.
See you at $1,000 per share in less than 5 years, David!
Julian Robertson's Tiger Management unloaded the 42K Apple (AAPL) shares the firm still had going into Q1. Tiger, which has owned Apple for years, had pared its stake from 101K in Q4. On the other hand, Tiger initiated positions in Dunkin' Brands (DNKN - 546K shares), Monsanto (MON - 192K), McGraw Hill (MHP - 408K), and H&R Block (HRB - 849K). AAPL -1.1%. (13F) (Q4 hedge fund sales) [View news story]
Julian Robertson's Tiger Management unloaded the 42K Apple (AAPL) shares the firm still had going into Q1. Tiger, which has owned Apple for years, had pared its stake from 101K in Q4. On the other hand, Tiger initiated positions in Dunkin' Brands (DNKN - 546K shares), Monsanto (MON - 192K), McGraw Hill (MHP - 408K), and H&R Block (HRB - 849K). AAPL -1.1%. (13F) (Q4 hedge fund sales) [View news story]
Apple, Zynga Lead Sharp Rise In Short Interest On Tech Names [View article]
Apple, Zynga Lead Sharp Rise In Short Interest On Tech Names [View article]
Apple (AAPL -2.5%) has dived over the last 30 minutes of trading on heavy volume, without any news to explain the move. The decline comes with the NASDAQ still up 0.5% on the day. [View news story]
Apple, Zynga Lead Sharp Rise In Short Interest On Tech Names [View article]
The timeline around 4/17 marked a huge volume spike where Apple was hovering around $400. You see the same spike after earnings around $400. I'd venture to guess that most shorts came in around that $400 level thinking AAPL was going to drop into the mid $300s.
Apple, Zynga Lead Sharp Rise In Short Interest On Tech Names [View article]
More Tepper: Turning to individual ideas, he says Citigroup (C) has become one of his biggest positions. On Apple (AAPL): If the company doesn't have something "revolutionary" coming, it better do something "evolutionary" - bigger screen, cheap iPhone. If we don't see anything by September, then it's "Houston we got a problem," and Tepper hopes he's quicker on the sell button than everybody else. [View news story]
Apple: Too Far, Too Fast? [View article]
You have to keep in mind that Samsung's phones are available with many more carriers than the iPhone.
Apple: Too Far, Too Fast? [View article]
Apple: Too Far, Too Fast? [View article]
Apple: Too Far, Too Fast? [View article]
Apple: Too Far, Too Fast? [View article]