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cshoxie

cshoxie
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  • Apple Hits $400: Is Now The Time For Dividend Growth Investors To Get In? [View article]
    What you mean is "now that AAPL is at 394 and headed lower sometime in the future may present a good entry point."
    Jun 27 02:15 PM | Likes Like |Link to Comment
  • What iPhone 5 Discounts Could Mean [View article]
    The long awaited 5S and other upgrades will be met with the same enthusiasm that the buyback/dividend and IRadio received. A deafening "HO HUM." The people have found "good enough" phone alternatives while AAPL scrambles to pretend it's still got what it takes.
    Jun 25 05:10 PM | Likes Like |Link to Comment
  • Apple's Risk-Reward Ratio Makes It A No-Brainer [View article]
    Market up, AAPL down. Market down, AAPL down. Market flat, AAPL down. No new, must have revolutionary device, AAPL down. That's just the way it is with AAPL. Buybacks, 3% dividend, P/E, refresh, thinner, larger, ASP, upgrades, IRadio, megapixels mean nothing. The natives are restless.
    Jun 25 11:02 AM | 6 Likes Like |Link to Comment
  • Apple Shares Are In The Reign Of Uncertainty [View article]
    What the Juggler meant to say in 25 words or less was "unless your a nimble trader, AAPL is dead money until they release another must have blockbuster device." Will that happen? Possibly but not likely anytime soon. Place your bets accordingly. That's all you need to know.
    Jun 23 10:05 AM | 6 Likes Like |Link to Comment
  • Narrow Moat Around iOS And iPhone: Should Apple's P/E Drop More? [View article]
    Trend toward the upper 300'S? At the rate it's going it will be there next week.
    Jun 20 07:33 AM | Likes Like |Link to Comment
  • Applephoria Is Translating Into Lost Opportunities For Investors [View article]
    Great article on AAPL. Sometimes the truth hurts. Those who disagree are probably overweight AAPL in their retirement accounts or bought in the 600's.
    Jun 19 07:53 AM | 3 Likes Like |Link to Comment
  • Apple's (AAPL +1.6%) bondholders have lost some $280.6M on paper (somewhat cleverly dubbed an "iLoss" by WSJ) since the debt was issued last month as speculation of QE tapering has sent 10-year Treasury yields climbing. Losses on the 10-year "iBond" sat at ~$137M through Tuesday as prices sunk to 97.377 cents on the dollar. The spread to Treasurys has also widened since issuance, Bloomberg says. [View news story]
    This only happens to AAPL bond holders. Buyers should have known the risk going in.
    May 22 11:59 AM | 2 Likes Like |Link to Comment
  • Senate Slams Apple On Tax Avoidance [View article]
    What makes you think Cook won't do a "mea culpa" and get down on his knees and beg Levin and McCain for forgiveness?
    May 21 07:16 AM | Likes Like |Link to Comment
  • David Trainer's $240 Apple Price Target Analysis Just Doesn't Add Up [View article]
    Maybe we can use the same people looking into the Benghazi and IRS misuse of power.
    May 16 08:36 AM | 3 Likes Like |Link to Comment
  • More from Gundlach: Not concerned about inflation, he calls TIPS (TIP) "pretty bad" investments and says he'll be a buyer if the 10-year (TLT) yield bounces back to 2% (off 3 bps today to 1.94%). As for the inevitable Apple (AAPL -3.3%) question - he prefers the common stock to the just-issued bonds. Warren Buffett says he prays for stocks he owns to go down in price - it allows him and company repurchase programs to buy at better prices. Is Apple putting money to work the last couple of days? [View news story]
    Why buy today when the 300's are just around the corner? The word refresh for the IPad/I Phone this summer and the inevitable 180 the market is do for doesn't look promising.
    May 15 04:52 PM | Likes Like |Link to Comment
  • Apple: Massive Buyback Powers Shares After Hours [View article]
    This will be a second half story until it's a 1st half 2014 story.
    Apr 24 09:59 AM | Likes Like |Link to Comment
  • Having digested more bad news and 4 days away from an FQ2 report expected to show an 18% Y/Y EPS drop, "investors are suspicious about the ‘E’" in Apple's (AAPL) P/E, notes fund manager Lawrence Creatura. But for now, Apple (AAPL) trades at just 5.6x FY13 EPS after backing out cash. Or as BI puts it, Apple needs only 6 years to produce enough cash to match its enterprise value, if it was simply produced at FY12's rate. The FQ2 report could include light guidance for an FQ3 that's about to see Samsung's Galaxy S IV go on sale, and could see iPhone/iPad buyers delay purchases ahead of refreshes. Is that enough to justify a valuation lower than Dell's? [View news story]
    I was tempted at $530 back in January but didn't. So, how did that work out for me?
    Apr 21 04:30 PM | Likes Like |Link to Comment
  • Apple: Desperately Seeking Capitulation (Part 2) [View article]
    OF ALL THE BROKERS YOU LIST AND THEIR PRICE TARGETS, ONLY 5 HAVE IT RIGHT. THAT WOULD BE THOSE WHO HAVE PRICE TARGETS IN THE $ 400'S. AAPL WILL NOT SEE $500 LET ALONE $600 OR $700 THIS YEAR. YET, 35 OUT OF 40 THINK IT WILL SOAR. ASK YOURSELF, HOW HAVE THEY DONE SO FAR????????
    Apr 21 04:16 PM | Likes Like |Link to Comment
  • Tim Cook: The (Negative) $250,000,000,000 Man [View article]
    The only reason Bill Shamblin's article (which I liked) is getting sooo much attention is because the majority of SA readers have failed to exercise basic investing discipline and are overweight AAPL in their portfolios. They bought to much and paid to much and are now hoping it recovers so they can get out. Hoping would be mistake # 2
    Apr 19 06:40 PM | 1 Like Like |Link to Comment
  • "We think that Apple could be on the brink of driving a major leveraging up," writes JPMorgan's Mark Moskowitz in a voluminous note defending the stock. He believes the company will take on $15B-$20B in debt and bump the dividend yield to 4%. As far as operations, Moskowitz expects an earnings beat this quarter and upward pressure on estimates for 2013. AAPL +0.9% premarket. [View news story]
    Apparently Mr. Market doesn't believe with Mr. Moskowitz and it won't believe Mr. Cook next week. A 4% dividend will put a floor under the stock. Unfortunately, the floor will be 5% lower from where we are now. Any disappointment and we're looking at $375.
    Apr 18 11:32 AM | Likes Like |Link to Comment
COMMENTS STATS
251 Comments
387 Likes