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Michael O'Neill

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  • The One Lingering Concern From Apple's Earnings [View article]
    @ Jack Sparrow.

    Completely agree. Let's not forget the devastating declines of the iPod, oh and the Apple Lisa!!

    Author, really a tired, non-important argument. It was a fantastic set of results, and guidance. Please don't worry yourself. They will soon have more sales from the new iPad and the Apple Watch to help you sleep at night. Meanwhile you'll just have to find comfort in the blowout sales and EPS beats.
    Oct 23 01:14 AM | Likes Like |Link to Comment
  • Stop The Insanity: Apple Doesn't Have An 'iPad Problem' [View article]
    @ Author. Thank you. Excellent article. Completely agree with your sentiments.
    Oct 22 10:38 AM | Likes Like |Link to Comment
  • Things Overlooked In Apple's Q4 Conference Call [View article]
    @ ks-droid, after such a thoughtful, intelligent and in-depth analysis it is sad to see the childish level of your comments.

    Read the excellent article for what it is. You do not have to compare everything to Android. There is clearly scope in the world for many computer, electronic and phone companies. All the author is pointing out, is the other positive nuggets that many other investors may have missed during the conference call.

    Thank you, very interesting article.
    Oct 22 09:25 AM | 18 Likes Like |Link to Comment
  • Apple Pay Hoopla Shows We Have Hit Peak Apple [View article]
    Comical ignorance.

    I just hope you got enough clucks to make it worthwhile writing this dribble!
    Oct 21 04:37 PM | 25 Likes Like |Link to Comment
  • Retirement Strategy: Apple Could Conceivably Double Its Dividend By 2016 [View article]
    Esekla, is you glass half empty or half full?

    Some people really lack the ability to see the positives even when it is staring them in the face.

    @author, I agree AAPL should be in everyone's portfolio.
    Oct 21 04:15 PM | 5 Likes Like |Link to Comment
  • Update: Apple's FQ4 2014 Earnings And The Market's Reaction [View article]
    What a silly, pointless article. The bears just can't stop themselves from writing non-sensical garbage.

    "Apple are stuck at $100". Comical.

    They were stuck at $50 also 17 months ago. And $5 a few years before that.

    When they are $200 you will look pretty silly.

    I guess you think the average house price is stuck at $50,000, or average car price is stuck at $5,000.
    Oct 21 03:58 PM | 2 Likes Like |Link to Comment
  • Apple Has Its Mojo Back [View article]
    Excellent article. I completely agree, save you did not mention the Apple Watch which will be a blockbuster product in both sales and profits. I have only seen Carl Icahn properly price this in. Thank you.
    Oct 21 03:35 PM | 1 Like Like |Link to Comment
  • Apple Earnings: Dismissing The Bear Case [View article]
    Excellent article and analysis.

    The Apple train has clearly zoomed out of the station, leaving all the analysts, doom sayers, bears and Blair behind!

    It is a no brainer to buy under-valued shares in this company. It simply makes great products exceedingly well. There is no other company in the World that comes even close.
    Oct 21 10:08 AM | 3 Likes Like |Link to Comment
  • Raising My Apple PT To $131 From $120 On The Back Of Strong Outlook [View article]
    Alex, thank you for the article. I certainly agree with the bullish stance, but feel a price target of $131 is still a little conservative. I have no doubt by the end of this year we'll be in the $115 - $120 price range. A further 10% throughout 2015 considering all the growth drivers going on at Apple is not difficult to reach. Whichever price it ends up though it is going up, and the stock will be in every fund managers 'must have' companies.
    Oct 21 07:09 AM | 7 Likes Like |Link to Comment
  • Update: Apple's iPad Needs To Bring More [View article]
    "While Apple's new iPad Air 2 is impressively thin, light, and powerful, the new iPad itself may not be enough to reverse the long-term decline of iPad revenues."

    I would not call one year of sales down by 13% a long term decline. It is only 4 years old. Many other Android copies have entered the market. With the new line-up, the every improving ecosystem, plus IBM's enterprise partnership will ensure that iPad remains a positive product in Apples line-up for years to come.

    Remember it already outsells the Mac by a 200-300%. I think it is a tremendously successful product. It will never be an iPhone, but it is a very successful product none the less.
    Oct 21 05:10 AM | 2 Likes Like |Link to Comment
  • Apple Proves Again It's Number One [View article]
    How on earth can you read something negative in the reporting layout?

    It is clear, as Tim Cook said, they are deciding not to give so much information, as it helps their competitors and makes zero difference to investors who should only concern themselves with overall sales and growth. Do you want to know the number of beats headphones that are sold?

    No other company gives as much as information, and the information is used by bear to hurt AAPL. Whether that is over 50% of sales are from the iPhone, or iPad is selling less. Each piece is used to spin a negative story.

    How many negative comments do you hear for Exxon, that 95% of it revenues are from one volatile product oil? None!

    I would personally prefer Apple not to give any specific product information, the same as Samsung. It will only benefit their share price, and give less ammunition to the constant bears.

    See the overall sales quarter to quarter, plus guidance is more than enough for any investor.
    Oct 21 03:14 AM | 6 Likes Like |Link to Comment
  • Apple Proves Again It's Number One [View article]


    A blowout set of results, especially with the headwinds on strong dollar and non rollout in China of the iPhone 6.

    The forward guidance is even more bullish.

    It will be extremely entertaining to see how Michael Blair spins the results into one of his "Apple is Dying" style articles. Thankfully he purchased some calls!
    Oct 21 02:37 AM | 10 Likes Like |Link to Comment
  • An Apple Bear's Wonderful Misadventure Analyzing Apple's Prospects [View article]
    Following Michael Blair's advice on Apple has probably cost more lost capital to novice investors than any other advice from any other source.

    MB, writes, smooth, convincing, but distorted and biased information.

    That he has lost a fortune is fair enough, but to try and get others to follow his investing advice is not so funny, especially when it is clear he is packaging information to paint an un-true, continually negative position in relation to Apple.

    His posts should clearly come attached with a 'Financial Health Warning'

    Chuck as for adding to your Apple position, I think it seems like a wise and sensible investment decision. Good luck, and thank you for writing the rebuttal, using real and truthful information.
    Oct 20 12:31 PM | 4 Likes Like |Link to Comment
  • Apple iPad Air 2 The Most Financially Meaningful Launch In Years [View article]
    The iPad sales handsomely beat Dell, HP and the like. It is a fabulous product with sales alone the size of Proctor and Gamble.

    It will continue to add billions to Apples bottom line, take them in Enterprise further (especially with the IBM partnership), niche applications, education, gaming and the like.

    The new iPad seems a strong upgrade with boost in power, slimmer design and Touch-id.

    Apple have delivered. It will add millions more into the ecosystem, boost Apple Pay and no doubt get many to upgrade.
    Oct 20 10:34 AM | 8 Likes Like |Link to Comment
  • A Better Entry Point For Apple Will Become Available For Patient Investors: Update #2 [View article]
    I disagree with your article.

    Apple shares already offer huge value, and huge potential upside.

    By you saying "buying at $70, $75" etc., is obviously but silly. We could just as easily say buying at $98 is far better than buying at $110, $115 etc.

    Apple is a fortress - both by cash and by products. The shares are moving up today in a failing market. Mr Market is now starting to fall in love with the stock again, and we know how quickly a stock can leap when that happens.
    Oct 20 10:15 AM | 6 Likes Like |Link to Comment