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Travis Lewis

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  • Apple Earnings Preview: Playing The Analyst Game [View article]
    That's a pretty decent drop y/y or q/q. You'd have to go back to Q2'11 to see a "other" number that low.
    Apr 22, 2013. 11:12 PM | Likes Like |Link to Comment
  • Apple Earnings Preview: Playing The Analyst Game [View article]
    Maybe I missed it but aren't you missing a whole $1.xB line item? Accessories?
    Apr 22, 2013. 10:44 PM | Likes Like |Link to Comment
  • Apple Does Not Have $137 Billion In Cash [View article]
    Oh boy. Author just got put on blast today.

    No.Big.Deal (NBD)
    Mar 5, 2013. 11:16 PM | 1 Like Like |Link to Comment
  • 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.
    Feb 15, 2013. 04:12 PM | Likes Like |Link to Comment
  • Why Apple Will Continue To Climb [View article]
    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.
    Feb 11, 2013. 03:26 PM | 1 Like Like |Link to Comment
  • 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.
    Feb 7, 2013. 12:09 AM | Likes Like |Link to Comment
  • Copy And Paste Research Reporting [View article]
    Nice article. Keep up the good work and nice diggin'.
    Feb 6, 2013. 09:41 PM | Likes Like |Link to Comment
  • Apple's Starting To Look Attractive Again [View article]
    @ Author

    Div/BB future plans are never discussed @ a shareholder meeting. That is a BOD thing. (AAPL)
    Feb 5, 2013. 01:28 PM | Likes Like |Link to Comment
  • Apple: Even Poormen Achieve Alpha [View instapost]
    No, I wouldn't use options. Just use stock because it has to be traded so much. + way too much in the LEAPS bid/ask spread.

    Just use 2+ shares. As long as commission is $1 in $1 out you're fine.
    Feb 5, 2013. 01:20 PM | Likes Like |Link to Comment
  • 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? (picture link)
    Feb 2, 2013. 07:01 PM | 1 Like Like |Link to Comment
  • A Look Into The New And Improved 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.
    Feb 1, 2013. 07:39 PM | 1 Like Like |Link to Comment
  • The Problem With Apple Is Apple [View article]
    This cannot be said enough. Law of Large Numbers has to do with coin flips. It has nothing to do with growth, anti-growth, stocks etc.

    That's where I stopped reading so cannot comment further.
    Jan 31, 2013. 05:12 PM | 5 Likes Like |Link to Comment
  • The Mysterious Case of Apple's Missing Growth [View article]
    Apple has $10,212B in deferred rev & $137.1B cash/equiv
    Jan 27, 2013. 12:17 PM | Likes Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    @ Author,

    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.
    Jan 26, 2013. 09:18 PM | Likes Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    AAPL grew EPS 7.2% Y/Y vs. GOOG 4.8%.

    "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'
    Jan 24, 2013. 11:25 AM | 3 Likes Like |Link to Comment