Seeking Alpha

The Independent Investor

 
View as an RSS Feed
View The Independent Investor's Comments BY TICKER:
AAPL, BA, BAC, BBRY, BIDU, BP, C, CAT, CLF, CMG, CMI, CVX, DRI, FB, FCX, FXI, GE, GLD, IBM, INTC, JPM, LO, LVS, MCD, MO, MSFT, PG, PM, RIG, SPY, XOM
Latest  |  Highest rated
  • 3 Signs Apple Is Turning: A Rebuttal [View article]
    Well, argument out of context. Sure the iPad is great today although it is absolutely hurting the company's margins as last quarter showed. The problem is Apple's iPad doesn't have the same superiority over other devices amazon and good are basically giving away free as computer and iphone do. If iPad market cannibalizes PC's and companeis are willing to give away free device to control content Apple will lost long -term. Apple also is dealing with analyst estimates high.
    Sep 26 08:47 PM | Likes Like |Link to Comment
  • Altria: Unlikely To Deliver Inflation Adjusted Returns [View article]
    Well, LO/RAI market share take
    Sep 21 01:25 PM | Likes Like |Link to Comment
  • Altria: Unlikely To Deliver Inflation Adjusted Returns [View article]
    Welll, tobacco 75% of revenues
    Sep 21 01:24 PM | Likes Like |Link to Comment
  • 3 Signs Apple Is Topping [View article]
    Well, max penetration, switch some time
    Sep 20 01:16 PM | Likes Like |Link to Comment
  • The Common Man Portfolio And Total Return [View article]
    Well, Microsoft, Intel, broken businesses dividends past earnings - dividend raises don't make them winners - they are broken - lazy investing lazy returns
    Sep 20 02:43 AM | Likes Like |Link to Comment
  • The Common Man Portfolio And Total Return [View article]
    Well, Intel, Microsoft, Walgreens, gone nowhere, but dividend raises debt and past earnings make them winners? What a joke - lazy investing lazy returns.
    Sep 20 02:42 AM | Likes Like |Link to Comment
  • Lorillard: Growth Will Be Limited Moving Forward [View article]
    Well, please, not ban
    Sep 19 02:26 PM | Likes Like |Link to Comment
  • 3 Signs Apple Is Topping [View article]
    Well this time its different argument bad not
    Sep 19 01:08 PM | Likes Like |Link to Comment
  • 3 Signs Apple Is Topping [View article]
    1. Well, buying momentum slowed dramatically, Apple down day of announcement, stock is taking more capital to move up less.

    2. Ipad advantages service and appes - is that a joke? Tablet are about user features - kindle, alternative tablet, have all the same core features. Apple can't sell at same price eitehr - you need to do more research - cut prices 20% ahead of iPad 3 launch. 70% market share can only go down. Apple as fashionable fad will not last forever.

    3. Obviously Iphone had some penetration of recent in corporate world as many companies enabled employees switch - those haven't in 5 years likely won't moving forward.

    4. Investing future not past - Motorola Nokea will become relevatn again as will Samsuny - every phone company that has been where Apple is today for the last 20 years has lost its position Nokia 90s-Razor/motorola-Res... Com
    Sep 18 04:58 PM | Likes Like |Link to Comment
  • 3 Signs Apple Is Topping [View article]
    Well, investing future not past.

    1. Apple did sell-off on announcement - the stock is up 20% in the last several months - 4% in the last month. Buying momentum slowed dramatically.

    2. Ipad will lose market share longer-term - you can't have 70% of a market when amazon,google,borders, are giving away tablets. The Ipad really doesn't even have the significant product advantages computer and iPhone have - Ipad will hurrt Apple longer-term if cannibilization continues and they lose market share.

    3. The first iPhone came out in 2007 - if people haven't switched iphone in corporate world or at the low end - cheap older versions iPhone around 4 years - aren't switch now. Iphone is not ideal for corporate users touch screen/low income users want more basic.

    4. Absurd to think Apple will have 40% market share smartphone in 5 years - Android phones not only competitiors - motorola,nokia, samsung, will find new product compettive. Smartphone market is not new - market as whole growing fairly limited U.S.
    Sep 18 01:52 PM | 1 Like Like |Link to Comment
  • 3 Signs Apple Is Topping [View article]
    Well, learn read, 3 last 5, all trades right wrong
    Sep 18 12:31 PM | Likes Like |Link to Comment
  • 3 Signs Apple Is Topping [View article]
    Well, innovation bigger 1 person
    Sep 18 12:23 PM | Likes Like |Link to Comment
  • 3 Signs Apple Is Topping [View article]
    Well, missed point of article, PE highest 3 years, price-sales very expsenive, PE reflects expectations
    Sep 18 11:47 AM | Likes Like |Link to Comment
  • 3 Signs Apple Is Topping [View article]
    Well, Price/Sales expensive
    Sep 18 11:31 AM | Likes Like |Link to Comment
  • 3 Signs Apple Is Topping [View article]
    Well, you missed the point of the article, Apple's margins dropped 41-42% quarter, price sales very expensive
    Sep 18 11:31 AM | Likes Like |Link to Comment
COMMENTS STATS
1,439 Comments
494 Likes