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  • Follow Up: Will Apple Ever Reach $700 Again?
    Mar. 19, 2014 AAPL 40 Comments

    Summary

    • Apple doesn't have the ability to provide a price floor at $500.
    • The sheer amount of capital required to move Apple stock constrains price appreciation.
    • Cash-funded buybacks need earnings growth or multiple expansion to increase shareholder value.
  • Will Apple Ever Reach $700 Again?
    Mar. 13, 2014 AAPL 158 Comments

    Summary

    • I believe Apple has reached peak profitability and stock valuation, and is no longer a long-term holding.
    • While impressive in absolute scale, Apple's capital return program isn't enough to make the stock attractive.
    • Apple is better traded with short-term price movements, and is a buy under $450/share.
  • AT&T's Juicy Dividend
    Feb. 24, 2014 T 44 Comments
  • About That 'Scary' 1929 Graph
    Feb. 11, 2014 DIA, SPY, QQQ 17 Comments
  • Western Union Looking Attractive Again
    Jan. 30, 2014 WU 3 Comments
  • Noodles & Co. Is A Tasty Dish
    Aug. 25, 2013 NDLS 7 Comments
  • Why Weight Watchers Could Fatten Your Portfolio
    Aug. 22, 2013 WTW 2 Comments