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  • Apple's iPhone Sales Are Surging While Samsung's Sales Are Sinking
    Tue, Oct. 21 AAPL 56 Comments


    • Notable value investors like Carl Icahn, David Einhorn, Soroban Capital, Adage and Coatue Management collectively own $10B of Apple’s stock.
    • Apple’s iPhone continues to generate strong revenues, sales volumes and profits while Samsung’s Galaxy smartphone is losing share to cheap Chinese competitors.
    • Revenue gains in FY 2015 from Apple’s new products (Apple Pay, iWatch).
    • Apple finally has a competent manager to oversee its Apple Retail division.
    • Apple’s willingness to reward its shareholders with dividends and share repurchases will continue to put an implicit floor on its shares.
  • Apple's Big Deal With IBM Will Help Boost Its Business Sales
    Wed, Jul. 23 AAPL 6 Comments


    • Apple-IBM deal with enable Apple to increase its penetration of the business enterprise mobile communications marketplace.
    • Apple shares have strong institutional support.
    • Apple is returning excess cash to shareholders in the form of dividends and share repurchases.
    • Apple has a solid pipeline of new products.
  • Apple Will Get Its Groove Back In FY2014
    Oct. 30, 2013 AAPL 12 Comments
  • Apple's New Products Give Investors New Hope
    Oct. 23, 2013 AAPL 29 Comments
  • Apple: Short-Term Challenges, Long-Term Optimism
    Jun. 27, 2013 AAPL 29 Comments
  • Apple's Shares Are Approaching A Bottom
    Jan. 24, 2013 AAPL 102 Comments
  • Apple's Still A Better Value Than Google
    Dec. 31, 2012 AAPL, GOOG 64 Comments
  • Apple's Solid Mac Performance Compares Favorably To Sluggish PC Sales
    Dec. 10, 2012 AAPL 23 Comments
  • Apple Retail's Ron Johnson And John Browett Have Proved The Peter Principle Is Alive And Well
    Nov. 13, 2012 AAPL 12 Comments
  • Apple's Recent Management Moves: Addition By Subtraction
    Nov. 5, 2012 AAPL 14 Comments
  • Don't Count Apple Out Just Yet
    Oct. 31, 2012 AAPL 97 Comments
  • Apple's iPad Mini: It Isn't The Size That Counts, It's How You Use It
    Oct. 26, 2012 AAPL 11 Comments
  • Apple Stores Must Not Lose Sight Of Why They Became Successful
    Oct. 5, 2012 AAPL 41 Comments
  • Apple's iPhone 5 Is Already Outselling Nokia's Lumia Windows Phones
    Sep. 25, 2012 AAPL 191 Comments
  • Apple Schooled Nokia On Launching New Products
    Sep. 14, 2012 AAPL 72 Comments
  • Apple: Samsung Ripped Off The iPhone
    Sep. 5, 2012 AAPL 83 Comments
  • Apple Is The Global Profit Leader In Mobile Communication Devices
    Aug. 16, 2012 AAPL 9 Comments
  • Apple's Bold Move To Cut iPhone 4S Prices
    Aug. 10, 2012 AAPL 53 Comments
  • Apple: Our Fair And Balanced Analysis Of Apple's Performance
    Jul. 30, 2012 AAPL 42 Comments
  • Apple: The Best Friend A Mobile Carrier Can Have
    May. 29, 2012 AAPL 29 Comments
  • Apple: iPad Sales Aren't Padded By Subsidies
    May. 3, 2012 AAPL 25 Comments
  • Mobile Carriers Can't Blame iPhone Subsidies For Profit Issues
    May. 2, 2012 AAPL 16 Comments
  • Apple's Delicious Quarterly Results
    Apr. 25, 2012 AAPL 12 Comments
  • Apple: iPhone Subsidies Are Not The Issue
    Apr. 18, 2012 AAPL 67 Comments
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