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Qineqt

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  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    The unemployment rate has recently fallen!!
    Oct 9 09:18 AM | 0 Likes Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    Well the company you haven't heard about is manufacturing tablets for Google whose PE you are adding to calculate competitors P/E. I think that says enough
    Oct 9 09:17 AM | 0 Likes Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    If you read our recent articles on Apple we have clearly mentioned that the company has more than 100 billion in Cash. Coming back to conspiracy part, I want to ask you was Apple Maps, scratchy body and purple photos are an outside conspiracy? We have always been an advocate of making money from Apple but in highly competitive market we believe analysts are overestimating Apple sales and this has the worst impact on the individual investors who do not have the time to conduct in depth analysis of their own. Therefore we have been advising individual investors to look elsewhere for profit as in our opinion for now Apple has peaked. As they say Individual investor is right in the middle never on the extremes.
    Oct 9 08:27 AM | 2 Likes Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    FRPT, cash is $124 per share. We even gave the calculation
    Oct 9 07:45 AM | 1 Like Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    A little digging would reveal to you that Amazon does not benefit directly from their Kindle sales but in fact sells them at cost or below cost to support its online merchant business. So you can understand why we have not included AMZN PE in our sum of parts analysis.
    Oct 9 07:42 AM | 2 Likes Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    $30 was just a typo. using last announced cash reserves of $
    117 billion and shares outstanding of 937 million, we can calculate cash at $124 per share
    Oct 9 07:38 AM | 2 Likes Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    Ismi, $30 was just a typo. using last announced cash reserves of $
    117 billion and shares outstanding of 937 million, we can calculate cash at $124 per share
    Oct 9 07:37 AM | 2 Likes Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    The iPhone 5 has competition from S3 and Lumia 920, while both wont sell as much as iPhone 5 but still the profit margins would shrink in the long run (Apple will have to integrate more expensive technologies in iPhone to compete) On the other hand there are dozens on generic tablets in the market and Nexus, Kindle, Surface and Galaxy are very solid competitors to iPad or rumored iPad mini. We believe in such a highly competitive market profit margins will come down so will growth targets and therefore it warrants valuations more in line with industry
    Oct 9 07:36 AM | 5 Likes Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    The iPhone 5 has competition from S3 and Lumia 920, while both wont sell as much as iPhone 5 but still the profit margins would shrink in the long run (Apple will have to integrate more expensive technologies in iPhone to compete) On the other hand there are dozens on generic tablets in the market and Nexus, Kindle, Surface and Galaxy are very solid competitors to iPad or rumored iPad mini. We believe in such a highly competitive market profit margins will come down so will growth targets and therefore it warrants valuations more in line with industry.
    Oct 9 07:35 AM | 1 Like Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    Pls ignore the $30 comment, $120 no is apprx right
    Oct 9 07:20 AM | 1 Like Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    Forward P/E would be much higher as analysts revise down their eps estimates for 2013/14
    Oct 9 07:00 AM | 1 Like Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    Total cash per share is $30, not $120
    Oct 9 06:58 AM | 3 Likes Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    We did consider the cash aspect, of course everyone knows about the cash AAPL has. Thats why you see a range, thanks
    Oct 9 06:55 AM | 1 Like Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    It is expensive too, please read our article on amzn. Thanks

    http://seekingalpha.co...
    Oct 9 06:53 AM | 1 Like Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    We submitted the article when AAPL was trading in north of $670. And btw we have been advising to reduce AAPL positions on rallies, thanks
    Oct 9 06:52 AM | 2 Likes Like |Link to Comment
More on AAPL by Qineqt
COMMENTS STATS
338 Comments
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