Seeking Alpha

Posts At Eventide

 
View as an RSS Feed
View Posts At Eventide's Comments BY TICKER:
Latest  |  Highest rated
  • Apple's Newfound Glory [View article]
    garysund:

    I appreciate your long-term point of view. Apple is a very well-managed global enterprise with tens of millions of new customers acquired each quarter.
    Apr 27 02:07 PM | 2 Likes Like |Link to Comment
  • Apple's Newfound Glory [View article]
    Horatio:

    Over the past twelve years four different products lines have at one time or another been Apple’s principal growth driver. The meteoric rise in iPod sales following the release of iTunes for Windows and the opening of the iTunes Music Store to the resurgent Mac line following the Intel transition to the iPhone, momentarily to the iPad following its initial release and now back to the iPhone for current growth.

    Management has signaled new products will be release by the end of the calendar year to begin to diminish the reliance on the iPhone for aggregate growth.
    Apr 27 02:04 PM | 2 Likes Like |Link to Comment
  • Apple's Newfound Glory [View article]
    Well said.
    Apr 27 12:52 PM | 1 Like Like |Link to Comment
  • Apple's Newfound Glory [View article]
    telzit:

    Keep in mind the reported R&D expenses do not include the billions invested each year in capital expenditures.
    Apr 27 12:51 PM | 3 Likes Like |Link to Comment
  • Apple's Newfound Glory [View article]
    szeducate:

    Thank you for your comment. In my view, without market segmentation, market share numbers for smartphones and tablets are virtually meaningless.

    You are correct. The iPhone and iPad products lines will continue to deliver growth and high profits. However, to boost the company’s revenue growth performance, new products and services are needed for the nearly 800 million Apple customers around the world.

    The good news is management will deliver on its promises for new products this calendar year. This has been stated repeatedly in the recent quarterly conference calls with analysts.
    Apr 27 12:47 PM | 2 Likes Like |Link to Comment
  • Apple's Newfound Glory [View article]
    215304:

    The rapid pace of share repurchases combined with the return to net income growth suggests very strong earnings per share gains in the second half of the fiscal year. In my view, earnings growth is the primary driver of Apple’s share price appreciation and Apple is on track to deliver strong net income growth for at least the next four fiscal quarters. The growth in underlying net income will be amplified in the eps results by the ongoing share repurchase program.
    Apr 27 12:38 PM | 2 Likes Like |Link to Comment
  • Apple's Newfound Glory [View article]
    Andrew A

    Thank you for your comment. Among the few surprises in Apple’s March quarter results was the return to net income growth in the period. Management’s guidance proved to be quite conservative. Revenue and gross margin were both well above management’s guidance for the quarter.

    Apple manages its business on a geographic basis and the company performed much better than expected in emerging markets while impressively adding tens of millions of new content customers.
    Apr 27 12:25 PM | 2 Likes Like |Link to Comment
  • Apple's Newfound Glory [View article]
    MerryBerry:

    Thank you for your comment. The choice of the article’s title was an effort to express much of your stated sentiment. There’s an underlying strength in Apple’s financial performance that’s often overlooked or discounted in the reporting about the company.
    Apr 27 12:18 PM | 3 Likes Like |Link to Comment
  • Apple's Newfound Glory [View article]
    6034700:

    Thank you for your comment. The purpose of my web presence at postsateventide.com is to provide a repository of information about Apple to be used as a convenient reference by investors and other independent analysts seeking to perform their own research on the company.

    In my view, good analysis must be sourced from verified facts, not conjecture or opinion.
    Apr 27 12:08 PM | 5 Likes Like |Link to Comment
  • Apple's Newfound Glory [View article]
    cjay18:

    Thank you for your comment.

    What “new fact” about Apple are you seeking to read in any article about the company?

    The purpose of using information made available by Apple is to base the analysis on facts for the benefit of the reader.
    Apr 27 11:52 AM | 7 Likes Like |Link to Comment
  • Apple Is Walking Up The Down Staircase [View article]
    mauroratino:

    I expect Tim Cook and the executive team to release new products and services when they are ready. I don’t think there will be a concerted effort to slow down the rates of growth in one period versus another. Apple’s quarterly results are essentially a static snapshot of a fast-moving enterprise object. Rates of growth will continue to be influenced by the pace of the company’s geographic expansion along with the release dates of new and refreshed products.
    Apr 23 12:22 AM | Likes Like |Link to Comment
  • Apple Is Walking Up The Down Staircase [View article]
    MattZN2:

    Thank you for your comment. I strive to promote informed discourse by presenting relevant information in organized and concise ways.
    Mar 31 09:31 PM | Likes Like |Link to Comment
  • Apple Is Walking Up The Down Staircase [View article]
    wdchil:

    Thank you for your comment. Apple is now among the biggest dividend payers on the planet. It makes sense value funds are taking an interest in Apple at the company’s current valuation.
    Mar 31 09:26 PM | Likes Like |Link to Comment
  • Apple Is Walking Up The Down Staircase [View article]
    jef.holtmyer:

    I enjoyed reading your comment.
    Mar 31 09:23 PM | Likes Like |Link to Comment
  • Apple Is Walking Up The Down Staircase [View article]
    apple_investor:

    Thank you for your comment. I'm looking forward to the release of the company's June quarter guidance and news about the company's updated cash distribution plan.
    Mar 30 09:10 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
880 Comments
1,133 Likes