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Travis Lewis

 
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  • An Apple Story: Alpha, Algos And A Poorman [View article]
    I hope it goes away but highly doubt it. Only time will tell after the split.
    Apr 29, 2014. 12:47 PM | Likes Like |Link to Comment
  • An Apple Story: Alpha, Algos And A Poorman [View article]
    No, just put in a MOC buy and a MOC sell anytime during the day (has to be in 15 minutes before close)
    Mar 31, 2014. 12:07 PM | Likes Like |Link to Comment
  • Apple Earnings Preview: It's iPhone Or Bust [View article]
    Your share count is going to be off as you said you expect them to buy more shares in the past 91 days.

    "And as you look forward into the September quarter before any further buybacks or any issuance to employees we would expect to see an additional approximate 11 million share benefit from the things that occurred during the June quarter." Peter

    924-11 = 913 + 1.5 RSU's = 914.5 with zero BB since 06/29/13
    Oct 25, 2013. 12:34 AM | 1 Like Like |Link to Comment
  • The New Kindle Fire Is Not Selling Well [View article]
    AMZN has to be hurting for profits. Today they said they are rasing the min purchase price for free shipping. How do people say they have no competition. AMZN has raised prices on everything.

    Walmart is way cheaper and with their online ordering and same day pick-up (my town is about 15 minutes after purchase). And I pay with my Chase rewards CC and get another 5% cash back to boot.
    Oct 22, 2013. 10:14 AM | 1 Like Like |Link to Comment
  • Why Apple Didn't Fix Its Biggest Problem [View article]
    Uhh, Ben Thompson blows this articles opinion out of the water.

    http://bit.ly/16ZuCCS (Stratechery)
    Sep 30, 2013. 12:01 PM | Likes Like |Link to Comment
  • How Ugly Will Amazon.com's Earnings Be? [View article]
    @Krusty

    Then tell us how much it may cost, use a hypothetical low-high figure. Like the author said, it's not costless like you are trying to state.

    You make it seem like AMZN will have workers pay them.

    You are going to answer this question with a question, so I ask again, what is your estimate? +$5 to +$50 per device somehow or?
    Sep 25, 2013. 06:30 PM | 1 Like Like |Link to Comment
  • How Ugly Will Amazon.com's Earnings Be? [View article]
    Ouch, Great comment.
    Sep 25, 2013. 03:32 PM | Likes Like |Link to Comment
  • It May Be Apple Harvest Time [View article]
    @Author

    Bro, you can't have $38B topline with only ~$7.00 EPS on 37% GM.

    You are either not very good or completely lying.
    Sep 25, 2013. 03:19 PM | 3 Likes Like |Link to Comment
  • How Ugly Will Amazon.com's Earnings Be? [View article]
    That mayday button will turn into a mayhem button. People are going to use it just cause it's there and "why not." How do I check my email, instead of spending 2 minutes figuring it out yourself. Not to mention this generations "prank calls" of bored school kids.

    They are going to regret this but the stock market will love it as costs will shoot even higher and more money will be lost.
    Sep 25, 2013. 03:09 PM | 1 Like Like |Link to Comment
  • Is Apple's Controlling Nature A Strength? [View article]
    Apple must be a 10-off then. It has lost market share yet profits rose. It has also had market share stay stagnant and profits drastically rise by 50%.

    I'll have to look into why that was/is an impossible outcome.
    Sep 10, 2013. 06:01 PM | 1 Like Like |Link to Comment
  • Is Apple's Controlling Nature A Strength? [View article]
    @Author,

    You sighting MSFT/IBM approach being superior is very short sighted. The model already broke down. Why did GOOG buy MOT? Why did MSFT buy Nokia phone division? Why is MSFT building tablets?

    What does market share represent that is useful to stock holders?
    Sep 9, 2013. 08:35 PM | Likes Like |Link to Comment
  • Apple: A Few Signs Of Trouble [View article]
    @Author

    Your iPad and iPhone ASP is not correct. Apple reclassified its revenue in January, but hey, I'm sure you didn't know that.
    Aug 7, 2013. 11:52 AM | 1 Like Like |Link to Comment
  • Apple: What We Can Learn From Its Earnings [View article]
    "Last week, I predicted EPS of $7.78, and while it may seem like I was quite far off, it would have been a very accurate prediction if Apple had not spent $800M more on operating expenses than management guided for."

    Apple guided for $3.85B - $3.95B in opex for FYQ3 (on 04/23/13)

    They came in under that @ $3.8B, which would have been in your favor.

    "But while the higher than expected operating expenses reduced Apple's earnings, it's one of the "better" type of expenses. For instance, if these expenses are mostly a result of higher R&D investments, then it will likely have a positive effect on Apple over the long haul."

    Maybe redact that paragraph.
    Jul 31, 2013. 01:31 PM | 2 Likes Like |Link to Comment
  • Is Apple Vulnerable To A Bond Crash? [View article]
    Well, not this qtr, maybe next.
    Jul 25, 2013. 12:08 PM | Likes Like |Link to Comment
  • Translating Apple Inc.'s Guidance Into An EPS Number [View article]
    @ Author

    You have to be one of the only people expecting AAPL to give out 11M shares in compensation.
    Jul 23, 2013. 08:00 PM | 1 Like Like |Link to Comment
COMMENTS STATS
309 Comments
474 Likes