I agree on most of your points, but I don't think an Apple TV is the solution to its sorrows. The current generation of Smart TVs from Samsung and Co. are quite impressive (240 HZ refresh rate on an LED is the closest I've ever seen to a video appearing like real life). The issue is the lack of innovation and lack of quality in the product. SJ was able to admit when he was wrong or recognize a mistake. The current iPhone 5 production is a mess and apparently 40% of the phones that roll off the production line don't pass QC. And, apparently they are shipping scratched iPhone 5 handsets. This isn't the same old rodeo, and the stock price will adjust accordingly as people get a better grasp of the data.
I loved my white iPod shuffle, I loved my iBook G4, I loved my white macbook, I loved my iMac, I loved my iPod Nano 1gb, I loved my iPod Nano with a video camera, I loved my iPhone 3G, and I loved my iPhone 4s until iOS 6. I am pretty sure I missed a few other iPods that I owned, and I haven't mentioned all the media I've downloaded from iTunes and the App store.
I remember when I bought my iBook I bought it from an investment banker on Ebay. His wife had made him buy it and he couldn't get used to the OS. Back then when I would open it up in Starbucks or other public places people would come over and ask which Mac I was using and ask if they could see how it works. Back then all laptops were boring Dells, and my little white iBook with its glowing Apple logo was so unique. And people were amazed by the slot loading disc drive.
Those days are no more. But my wandering tech eye is intrigued by the Chromebook, and I just can't help but wonder if Google is about to pounce Apple.
That is why this is an opinion piece. My conundrum is why the P/E is 14. And if a P/E of 14 is maintained at a lower YOY growth what would the price of the stock be? If I had the answers I would not be asking these questions. My speculation is that the price is not related necessarily to the P/E or the fundamentals, but rather the market's expectations.
That is an excellent question. I actually emailed Tim Cook about the iPhone 5 (not expecting a response) but just to voice my concern. In my humble opinion the iPhone 4 was the optimal form factor, the only reason they stretched out the 5 was to allow for widescreen. What they should have done is figure out a way to make the iPhone 4 widescreen, maintain the current form factor, and increase battery life. They couldn't pull that off so the copped out and made the larger iPhone 5. SJ would have pushed them to figure it out in a way only he could. Do me a favor, take your wife's iPhone 5 and hold it sideways with one hand supporting it with your middle finger and thumb. Maybe, my hands are small but I felt when I did that with the iPhone 5 my fingers were stretched uncomfortably, vs. my 4s that I can hold that way very comfortably. There are other issues that everyone discusses, but what I see is a company that used to push the envelope in technology and the perfect product release, and now just rolls out products regularly. This isn't a bad thing, and it doesn't mean $AAPL is going to $0, it just means it's going to settle down and mimic $MSFT's performance in the last 10 years. Oh, and as a 4s user, I find that apps are now shrunken to fit my smaller screen, and they just are not as responsive as they used to be. a 7" iPad is just going to make things worse. Different sized screens, and different form factors translate into a smaller scenario similar to Android.
Good point. SJ may have had a hand in the initial development of the iPhone 5, but he clearly did not approve the final product. The MBP w/retine is expensive and splits an existing product line in a way I don't think he would have approved. He would have either held out until the price was more reasonable and all the MBPs were the same or possible passed. Google is currently developing an ecosystem that may be a competitor to the current iOS ES, and microsoft already has that in place with XBL and now Windows 8.
In recent years Apples's $AAPL revenue growth has increased 50% year over year. Assuming that the market is forward looking the stock may have priced that into it's current value. $MSFT was dead in the water until recently, and I'm quite bullish on $GOOG.
Regarded Solutions' 'Buy On Dips' Dividend Strategy - SA Author Spotlight [View article]
Hello Deercreekvols,
I try to give attention everywhere I can on the site. Our readers and contributors drive our business, and certainly deserve as much attention as I can give.
Thanks for reading, and if you have any investment ideas to share I encourage you to submit your own article as well.
Regarded Solutions' 'Buy On Dips' Dividend Strategy - SA Author Spotlight [View article]
Hi Kim,
I appreciate the feedback. I always welcome all constructive feedback, positive and negative so please keep it coming.
I want to thank you for taking the time to contribute your ideas to our site. The fact is that we all know how much time and effort goes into a good piece, and we don't take that lightly. Thank you for choosing us as your outlet, and please keep the great ideas coming!
Regarded Solutions' 'Buy On Dips' Dividend Strategy - SA Author Spotlight [View article]
Hello Deercreekvols,
Thank you for the words of encouragement. I am glad you found value in this piece.
Have you set up the Real Time Email Alerts for any of the stocks in your portfolio? The RT alerts are a great tool to use so that you get instant notification when an article that is relevant to your portfolio is published.
Regarded Solutions' 'Buy On Dips' Dividend Strategy - SA Author Spotlight [View article]
I am glad you have all enjoyed this piece so much. Stay tuned each week as we focus on a different Seeking Alpha contributor. If you have a contributor you think we should highlight please send me a direct message.
We will be featuring the upcoming parts of this series on our homepage so make sure to check out seekingalpha.com regularly.
Economic Growth And Steel Demand Impact The World's Steelmakers [View article]
North Atlantic Drilling: Cheapest Offshore Driller With A Huge 9% Yield [View article]
Why Apple Is Down From $700 [View instapost]
Why Apple Is Down From $700 [View instapost]
I agree on most of your points, but I don't think an Apple TV is the solution to its sorrows. The current generation of Smart TVs from Samsung and Co. are quite impressive (240 HZ refresh rate on an LED is the closest I've ever seen to a video appearing like real life). The issue is the lack of innovation and lack of quality in the product. SJ was able to admit when he was wrong or recognize a mistake. The current iPhone 5 production is a mess and apparently 40% of the phones that roll off the production line don't pass QC. And, apparently they are shipping scratched iPhone 5 handsets. This isn't the same old rodeo, and the stock price will adjust accordingly as people get a better grasp of the data.
Why Apple Is Down From $700 [View instapost]
I loved my white iPod shuffle, I loved my iBook G4, I loved my white macbook, I loved my iMac, I loved my iPod Nano 1gb, I loved my iPod Nano with a video camera, I loved my iPhone 3G, and I loved my iPhone 4s until iOS 6. I am pretty sure I missed a few other iPods that I owned, and I haven't mentioned all the media I've downloaded from iTunes and the App store.
I remember when I bought my iBook I bought it from an investment banker on Ebay. His wife had made him buy it and he couldn't get used to the OS. Back then when I would open it up in Starbucks or other public places people would come over and ask which Mac I was using and ask if they could see how it works. Back then all laptops were boring Dells, and my little white iBook with its glowing Apple logo was so unique. And people were amazed by the slot loading disc drive.
Those days are no more. But my wandering tech eye is intrigued by the Chromebook, and I just can't help but wonder if Google is about to pounce Apple.
Why Apple Is Down From $700 [View instapost]
Why Apple Is Down From $700 [View instapost]
Oh, and as a 4s user, I find that apps are now shrunken to fit my smaller screen, and they just are not as responsive as they used to be. a 7" iPad is just going to make things worse. Different sized screens, and different form factors translate into a smaller scenario similar to Android.
Why Apple Is Down From $700 [View instapost]
Why Apple Is Down From $700 [View instapost]
Regarded Solutions' 'Buy On Dips' Dividend Strategy - SA Author Spotlight [View article]
I try to give attention everywhere I can on the site. Our readers and contributors drive our business, and certainly deserve as much attention as I can give.
Thanks for reading, and if you have any investment ideas to share I encourage you to submit your own article as well.
All the best,
Yosef
Regarded Solutions' 'Buy On Dips' Dividend Strategy - SA Author Spotlight [View article]
I appreciate the feedback. I always welcome all constructive feedback, positive and negative so please keep it coming.
I want to thank you for taking the time to contribute your ideas to our site. The fact is that we all know how much time and effort goes into a good piece, and we don't take that lightly. Thank you for choosing us as your outlet, and please keep the great ideas coming!
Yosef
Regarded Solutions' 'Buy On Dips' Dividend Strategy - SA Author Spotlight [View article]
Thank you for the words of encouragement. I am glad you found value in this piece.
Have you set up the Real Time Email Alerts for any of the stocks in your portfolio? The RT alerts are a great tool to use so that you get instant notification when an article that is relevant to your portfolio is published.
SA Author Spotlight: Lee Eugene Munson [View article]
Thank you for the advice. I will keep that in mind for future pieces.
Yosef
Regarded Solutions' 'Buy On Dips' Dividend Strategy - SA Author Spotlight [View article]
We will be featuring the upcoming parts of this series on our homepage so make sure to check out seekingalpha.com regularly.