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The Aristos

The Aristos
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  • Most U.S. consumers remain either unfamiliar with or unenthusiastic about Nokia (NOK) and BlackBerry's (BBRY) latest hardware, according to an MKM survey of 1,500 people. While 51% of respondents owned a smartphone, only 6% plan to buy a BlackBerry in the next 12 months, and just 1% a Nokia phone. Moreover, in spite of the Z10 and Lumia 920/820 launches, 63% of respondents had no idea when BB10 would launch in the U.S., and 61% were unaware WP8 (MSFT) phones are available. BlackBerry is counting on a fresh marketing push to raise its U.S. profile. [View news story]
    I don't think there is any analysis. It's a survey. Expand the study. See if you get the same results. Compare to raw numbers from units sold. Then draw correlations. And then we can maybe call it analysis.
    Apr 9 05:11 PM | 3 Likes Like |Link to Comment
  • Most U.S. consumers remain either unfamiliar with or unenthusiastic about Nokia (NOK) and BlackBerry's (BBRY) latest hardware, according to an MKM survey of 1,500 people. While 51% of respondents owned a smartphone, only 6% plan to buy a BlackBerry in the next 12 months, and just 1% a Nokia phone. Moreover, in spite of the Z10 and Lumia 920/820 launches, 63% of respondents had no idea when BB10 would launch in the U.S., and 61% were unaware WP8 (MSFT) phones are available. BlackBerry is counting on a fresh marketing push to raise its U.S. profile. [View news story]
    I don't take much stock in surveys but considering that BBRYs current market share is much less than 6%, I'd say the interest in buying is a good sign. And I have been impressed by the rollout. I have been seeing commercials and advertisements more frequently. Traction will gain through first person contact and alongside the release of the additional BB10 phone(s).

    As for NOK. DOA in the USA.
    Apr 9 04:51 PM | 6 Likes Like |Link to Comment
  • 3 Stocks To Buy, What's Next For The Market [View article]
    WFM may see a runup to earnings like we saw in Jan, but I am not sold on it yet. I think it still has room to fall for another few weeks. I'm fairly bullish on the company's growth prospects but the strong rejection at $100 gives me a fair ceiling indicator at least in the short term. Where do see as an entry-point for a long? $80? $75? Thanks very much for the article.
    Apr 9 09:09 AM | Likes Like |Link to Comment
  • Apple Can Save Its Shareholders - But Will It? [View article]
    “When I go into my living room and turn on the TV, I feel like I have gone backwards in time by 20 to 30 years, It’s an area of intense interest. I can’t say more than that.”

    Tim Cook w/ Brian Williams on Rock Center

    --

    I think you answered the real question by bringing up Google’s ability to breathe money from clicks. Apple needs to find a way to wreak continuous revenue from services and not just unit sales. And, I think the overall forward strategy has come together from pieces like the above quote over the past few months.

    We know:
    Apple redefines products.
    Apple works well with Media companies.
    Apple has an extremely loyal client base.
    Apple is working on a TV.

    How do we not see that Apple is working on a way to not only redefine the TV, but also subscription services and advertising? If Folks are will to pay $70+ a month to watch TV, and then also sit through Ads, won’t Apple look to monetize this with greater impact?

    And that is what I personally see. But it gives me confidence that Apple is making the right moves towards the future. It could all be a hoop dream. But we all know Apple won’t stand to exist as a 400b Mkt. Cap company for long if all it has been doing for the past three years since has been iterations of iPhones and iPads. I’m willing to bet that it has been working on something big. And that big thing will be one more step to solidify the ecosystem they have been building since the release of the iPod and iTunes.

    With that said. I answer your question. I have a personal price target of 600 if no new products (other than a new iPhone) are released before hand. I don’t think it will be reached without them, or short of a massive buyback. However, if a new product is released that has the groundbreaking movement of an iPad or iPhone, it would be well above 700.
    Apr 8 05:26 PM | Likes Like |Link to Comment
  • Apple (AAPL -1.4%) could strike iRadio deals with Warner Music and Universal within the next week, CNET's Paul Sloan reports. He adds Apple's service will provide studios with fresh monetization options, such as a cut of audio ad revenue and an option for users to buy songs they're listening to. In-line with earlier reports, Apple is said to be baking in unique features, such as "the ability to jump back to the beginning of a song." Last week, The Verge reported Apple is shooting for a summer launch, while noting the music industry has a "love-hate relationship" with Pandora (P -3.6%). [View news story]
    Agreed. And this is not news that should be snubbed at. It's not as flashy as an iPhone line or as hopeful as the buybacks. I know it's not going to propel the stock back to 700, yet it certainly can cushion the bottomline in the short-term and grow in the future. iPhone users have already shown themselves to purchase apps, so should they not also be considered higher spenders whole to advertisers? What about GPS integration and targeted advertising based on location and time of day?

    Value to advertisers == value to Apple.
    Apr 5 02:53 PM | Likes Like |Link to Comment
  • Ready for the "iRing"? After meeting with hardware suppliers in China and Taiwan, Brian White believes Apple (AAPL) will launch a TV this year with a ring accessory allowing a user to control the set by pointing their finger. White also sees the iTV coming with a 9.7" mini iTV screen to be used for things such as home security, phone calls, and video conferencing. [View news story]
    Probably more like that they make one that makes you invisible and forces your heart to grow dark with obsession.
    Apr 3 09:29 AM | 1 Like Like |Link to Comment
  • Ready for the "iRing"? After meeting with hardware suppliers in China and Taiwan, Brian White believes Apple (AAPL) will launch a TV this year with a ring accessory allowing a user to control the set by pointing their finger. White also sees the iTV coming with a 9.7" mini iTV screen to be used for things such as home security, phone calls, and video conferencing. [View news story]
    Reminds me of that MadTV skit.
    http://bit.ly/16noIus
    Apr 3 09:16 AM | 2 Likes Like |Link to Comment
  • Warner Bros. (TWX) launches a $10/month streaming service for old movies and TV shows. Called Warner Archive Instant, the service features titles such as Gilligan's Island, the original Superman show, and (as VentureBeat puts it) "loads of other stuff you’re likely only to find in the $1 bin of DVDs at Walmart." At first glance, the service doesn't appear competitive either on a pricing or content basis with Netflix (NFLX -1.5%), whose shares are underperforming today. [View news story]
    This service looks like a big whig just discovered what Netflix was and ordered a new product to be rushed out in two weeks. Terrible design, selection and pricing. The library will be swallowed by whatever Time Warner has up it's sleeve.
    Apr 2 05:12 PM | 1 Like Like |Link to Comment
  • Apple (AAPL +0.7%) plans to start "production of a new iPhone similar in size and shape" to the iPhone 5 in calendar Q2, setting up a "possible summer launch," the WSJ reports. The paper adds Apple is working with partners on a cheaper iPhone with a 4" display and "different casing" than the iPhone 5, and that a 2H launch for the device is possible. Both scoops mesh with iPhone rumors (I, II, III) that have been floating around in recent months. Samsung's Galaxy S IV, replete with a 5" display, is expected to go on sale in late April and May (depending on the market). [View news story]
    Still have your shares or did you sell 460+?
    Apr 2 05:00 PM | Likes Like |Link to Comment
  • Apple (AAPL +0.7%) plans to start "production of a new iPhone similar in size and shape" to the iPhone 5 in calendar Q2, setting up a "possible summer launch," the WSJ reports. The paper adds Apple is working with partners on a cheaper iPhone with a 4" display and "different casing" than the iPhone 5, and that a 2H launch for the device is possible. Both scoops mesh with iPhone rumors (I, II, III) that have been floating around in recent months. Samsung's Galaxy S IV, replete with a 5" display, is expected to go on sale in late April and May (depending on the market). [View news story]
    Look at that action right around 13:30
    Apr 2 02:20 PM | 1 Like Like |Link to Comment
  • More on the Goldman downgrade of Apple (AAPL): Believing an imminent dividend hike/share repurchase could set a floor under the stock price, Goldman is less optimistic about the "timing and impact" of the next product cycle - needed if the stock is going to be an outperformer over the coming year. "The stock's upside potential should be more limited than we previously anticipated." Shares +0.25% premarket. [View news story]
    It was downgraded from it's 'Conviction List'. The PT change is just padding to their reasoning.
    Apr 2 09:35 AM | Likes Like |Link to Comment
  • Date Intel, Marry Apple, Kill Blackberry [View article]
    'Date' is not how I remember playing the game. We used another word.

    I'm Long AAPL, BBRY and INTC. Call it polygamy.
    Apr 1 02:57 PM | Likes Like |Link to Comment
  • Update To My 2013 Outlook [View article]
    As of yesterday, I'm out all domestic ETFs and any stock that has a run-up since Jan 1. Purchased some undervalued positions over the past week, but waiting for a correction on others.
    Mar 29 10:57 AM | Likes Like |Link to Comment
  • "A material inflection has occurred in Q1," says Stifel of Google (GOOG), noting IgnitionOne reporting search spend dropping 1% Y/Y this quarter. For the past 8 quarters, the same metric has averaged up 18% Y/Y. "Although only one data point, the read through to Google U.S. revenue growth is clear and negative." Shares -0.7% premarket. [View news story]
    I could see GOOG at 700 by June, but it will find support. AAPL is only going higher on something big (buybacks, unexpected earnings, announcement). I don't think you will see a meeting anytime soon. That being within the next 6-12months. AAPL will stay near it's 50day until any +/- catalyst happens.
    Mar 27 10:33 AM | Likes Like |Link to Comment
  • "A material inflection has occurred in Q1," says Stifel of Google (GOOG), noting IgnitionOne reporting search spend dropping 1% Y/Y this quarter. For the past 8 quarters, the same metric has averaged up 18% Y/Y. "Although only one data point, the read through to Google U.S. revenue growth is clear and negative." Shares -0.7% premarket. [View news story]
    A movement to the closed off environment of apps. Advertisers will be shifting to work for these highly engaged users. Search advertising will still be king but perhaps it has hit a high?
    Mar 27 09:13 AM | 1 Like Like |Link to Comment
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