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  • Follow Up: Will Apple Ever Reach $700 Again?
    Wed, Mar. 19 AAPL 39 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?
    Thu, Mar. 13 AAPL 152 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
    Mon, Feb. 24 T 44 Comments
  • About That 'Scary' 1929 Graph
    Tue, Feb. 11 DIA, SPY, QQQ 17 Comments
  • Western Union Looking Attractive Again
    Thu, Jan. 30 WU 3 Comments
  • Noodles & Co. Is A Tasty Dish
    Aug. 25, 2013 CMG, NDLS 7 Comments
  • Why Weight Watchers Could Fatten Your Portfolio
    Aug. 22, 2013 WTW 2 Comments