Seeking Alpha

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 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 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 12:34 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 12:01 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 03:19 PM | 3 Likes 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 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 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 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 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 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 08:00 PM | 1 Like Like |Link to Comment
  • 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 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 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 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 04:12 PM | Likes Like |Link to Comment
More on AAPL by Travis Lewis
COMMENTS STATS
309 Comments
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