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Zvi Bar

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  • Apple Buying Beats May Have A Strong Risk/Reward Profile [View article]
    That is true. I believe the price of that deal was not disclosed.
    May 13 12:43 PM | 1 Like Like |Link to Comment
  • Apple Buying Beats May Have A Strong Risk/Reward Profile [View article]
    That is why I stated possibly and not conclusively. But it is certainly not business as usual and rarely the case that a company only temporarily completely changes its business practices. There is no certainty here and all I can see is a very interesting concept.
    May 12 01:19 PM | Likes Like |Link to Comment
  • Apple Still Likely To Outperform The Market Going Forward [View article]
    It is certainly a complicated issue, as the courts feel compelled to balance an inventor's right to profit with the societal benefits from rapid deployment of advanced technology. Imagine we lived in a world with no chairs and somebody just created one, but prevented anyone else from also making chairs.

    From reading prior determinations on the mobile patent battlefield by Judge Posner, who is a highly respected judge regarding such matters, it seems that court really wants these companies to just negotiate sensible royalty systems and stop suing one another over matters that could be resolved in a conference room. And if they did that, they could put billions in litigation expenses towards those negotiated royalties. As it goes, there will simply be new lawsuits every other year until the litigated patents expire, with new patents being added from time to time.
    May 5 09:39 AM | Likes Like |Link to Comment
  • Apple Still Likely To Outperform The Market Going Forward [View article]
    People do invest in the dow and follow dow theory. Many also do annual dog allocations. But it is certainly true that more follow the S&P 500.
    May 4 03:15 PM | Likes Like |Link to Comment
  • Apple Still Likely To Outperform The Market Going Forward [View article]
    Forced buying is forced buying.
    May 3 05:30 PM | Likes Like |Link to Comment
  • Apple Still Likely To Outperform The Market Going Forward [View article]
    I guess that is what they call technical trading. I sometimes hear people on CNBC saying things like "I don't like this stock at 67, but if it breaks through resistance at 75, then I would buy it aggressively!" And it makes me laugh.
    May 3 09:58 AM | 4 Likes Like |Link to Comment
  • Apple Still Likely To Outperform The Market Going Forward [View article]
    For sure. You don't mess with success.
    May 3 09:55 AM | Likes Like |Link to Comment
  • Apple Still Likely To Outperform The Market Going Forward [View article]
    The split is forthcoming, as is the most recent dividend increase. The China Mobile deal is still in its infancy. The high cash has been in place for a few years, but that really is the only main item that has been, and that cash position was not a benefit in a strong market, but would be in a declining one.
    May 2 09:20 PM | 2 Likes Like |Link to Comment
  • Apple Still Likely To Outperform The Market Going Forward [View article]
    The biggest fear is that the company will release a new product that will bomb. I believe they are quite reluctant to risk anything that isn't a clear crowd pleaser. They know to stay out of their own way.
    May 2 03:41 PM | 8 Likes Like |Link to Comment
  • Einhorn's Greenlight Wins Injunction Against Apple, Making A March Dividend Increase More Probable [View article]
    And all that does not include his royalties from inventing the Internet. j/k
    Feb 24 08:31 AM | 1 Like Like |Link to Comment
  • Einhorn's Greenlight Wins Injunction Against Apple, Making A March Dividend Increase More Probable [View article]
    I agree, James, the bundling they did sounds like something congress would do, where they might create some bill for orphans with leukemia that also includes a subsidy for ethanol producers and a pay raise for congress.

    As for a dividend increase, I do not think it is a cave in so long as they do not issue the preferred.
    Feb 22 08:44 PM | 3 Likes Like |Link to Comment
  • Apple's Margins Are The Key To This Quarter And Beyond [View article]
    There is certainly a point there. Apple's margins may contract significantly, but only as the company grows its market share and as that market grows itself. The company will also likely expand into new markets. Nonetheless, the company will benefit from maintaining high margins as long as it can. How long it can maintain them is a mystery, and all we can do right now is examine the trend at which they decline to extrapolate where they may go in the future.
    Jan 23 11:01 AM | Likes Like |Link to Comment
  • Apple's Margins Are The Key To This Quarter And Beyond [View article]
    Google's margins peaked at about 30 percent, which was already understood as too high...Apple's are yet to decline to 30%. Further, Google is less dependent upon hardware than is Apple, and hardware is generally a lower margin business than is the soft side.
    Jan 23 09:06 AM | Likes Like |Link to Comment
  • Apple's Newest Hire Indicates An Impending Dividend Or Share Repurchase Increase [View article]
    This may be true, but this CFO was not there for 5 years. Maestri joined XRX in 2011. The company subsequently began buying back shares, and already bought about $1 billion. They also announced they will buy more in 2013 and that the dividend is going up this quarter. Maestri was active.
    Jan 13 01:09 PM | 1 Like Like |Link to Comment
  • Apple's Newest Hire Indicates An Impending Dividend Or Share Repurchase Increase [View article]
    The company bought back about $1 billion in shares in 2012, and also announced it was increasing its repurchasing in 2013. In November, Xerox also announced a 35% dividend increase, starting in April of 2013. http://bit.ly/13rD8LA
    Jan 13 12:19 PM | Likes Like |Link to Comment
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