Apple Shareholder Meeting: 5 Possible Outcomes [View article]
Meeting is 02/27.
Nothing will be announced at a shareholder meeting. A decision will be made @ a board meeting. 02/27 will be a great short entry as the media is setting up Apple for failure again. It will be a repeat of the GS conference.
To clarify, Einhorn's lawsuit has nothing to do with suing Apple for its cash. The lawsuit is to unbundle prop 2 is all. Basically to break up prop 2 into a few different props.
Amazon's Margin Myth: Sleight Of Hand [View article]
After reading this I'm inclined to raise my short position. You have uncovered myriad problems with this company and how analysts perceive it to their clients.
Side note, I like how AMZN CYQ2 earnings estimates have came down 70.5% over the past 7 days, yet the stock is $2 above its pre-earnings report.
Why Apple's Margins Will Continue To Decline [View article]
Article states "The iPhones and the iPads ARPU have declined over the last couple of quarters. This is primarily due to Apple being more aggressive with offering discounts on their old models."
Truth is; iPhone ASP has been stable as a table. Q1'12 ASP $646.52 vs Q1'13 $641.57.
So that was primarily a lie.
Media: Apple needs to come out with cheaper products or else. (so we can destroy them after the fact)
Enter iPad mini
Media: Apple is doomed due to total ASP declining. (mission accomplished.
Hey, I'm all gravy for a company that has no growth per the media. I'll take that Q1'12 $17B Op cash flow vs. Q1'13 $23B op cash flow all year. 0% growth....or, well 35% growth don't scare me.
Apple's margins are not declining. They are correcting from an astronomical level. 47.x% was a joke. All the stars aligned that Qtr including currency & an "S" phone. They should have never been 47%.
How correlated are Apple's margins to its stock price?
A Look Into The New And Improved Amazon.com Estimates [View article]
I'm still short $amzn from $245. No conventional stop as I need position to go thru mulitple ER reports. Willing to wait it out, just like RIMM back in the day.
Apple Earnings Preview: Playing The Analyst Game [View article]
Apple Earnings Preview: Playing The Analyst Game [View article]
Apple Does Not Have $137 Billion In Cash [View article]
No.Big.Deal (NBD)
Apple Shareholder Meeting: 5 Possible Outcomes [View article]
Nothing will be announced at a shareholder meeting. A decision will be made @ a board meeting. 02/27 will be a great short entry as the media is setting up Apple for failure again. It will be a repeat of the GS conference.
Why Apple Will Continue To Climb [View article]
Amazon's Margin Myth: Sleight Of Hand [View article]
Side note, I like how AMZN CYQ2 earnings estimates have came down 70.5% over the past 7 days, yet the stock is $2 above its pre-earnings report.
Copy And Paste Research Reporting [View article]
Apple's Starting To Look Attractive Again [View article]
Div/BB future plans are never discussed @ a shareholder meeting. That is a BOD thing. (AAPL)
Apple: Even Poormen Achieve Alpha [View instapost]
Just use 2+ shares. As long as commission is $1 in $1 out you're fine.
Why Apple's Margins Will Continue To Decline [View article]
Truth is; iPhone ASP has been stable as a table. Q1'12 ASP $646.52 vs Q1'13 $641.57.
So that was primarily a lie.
Media: Apple needs to come out with cheaper products or else. (so we can destroy them after the fact)
Enter iPad mini
Media: Apple is doomed due to total ASP declining. (mission accomplished.
Hey, I'm all gravy for a company that has no growth per the media. I'll take that Q1'12 $17B Op cash flow vs. Q1'13 $23B op cash flow all year. 0% growth....or, well 35% growth don't scare me.
Apple's margins are not declining. They are correcting from an astronomical level. 47.x% was a joke. All the stars aligned that Qtr including currency & an "S" phone. They should have never been 47%.
How correlated are Apple's margins to its stock price?
http://bit.ly/WmpjvG (picture link)
A Look Into The New And Improved Amazon.com Estimates [View article]
The Problem With Apple Is Apple [View article]
That's where I stopped reading so cannot comment further.
The Mysterious Case of Apple's Missing Growth [View article]
Apple's Growth Story Is Over [View article]
My Man, Nice article. You're a great addition to seeking alpha.
It seems you are a terrible market timer though. Maybe in the top 13 or 14th SA has to offer.
Why were you not short Apple?
I cannot caution more, please stick to writing. You are very good at it. Market timing/trading/investing, oh boy...not good.
Apple's Growth Story Is Over [View article]
"Average weekly revenue was $4.2 billion in the quarter compared to $3.3 billion in the year-ago quarter."
AAPL grew rev 27.2% Y/Y vs. GOOG ~36%. Just sayin'