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  • Apple Earnings Forecast: $55B Revenue And 48M iPhones Sold  [View article]
    Thanks Paul for your informative articles on AAPL. I have liquidated my brokerage account and will no longer be participating in equity investing. When GOOG reports a revenue miss larger than AAPL in percentage terms and trades +6%, while AAPL reports a similarly decent quarter with better than expected EPS, with half the PE, more cash, and higher expected growth and trades -12%, this is not a game that I will ever understand. I will instead be focusing my spare time on more rational and enjoyable endeavors. The first day of my new life already feels very rewarding. Thanks again and good luck to you in the future.
    Jan 24, 2013. 02:28 PM | 1 Like Like |Link to Comment
  • Apple Last-Minute Forecast  [View article]
    Any incremental revenue from adapters and ear pods won't move the needle. Your estimates are in the stratosphere.

    But you do bring up a good point about iAds. Also, Google pays Apple a 25% fee for setting Google as the default search engine on iDevices. That has to count for something.

    ALL-IN on Apple into earnings! Best of luck to everyone
    Jan 23, 2013. 01:09 AM | 3 Likes Like |Link to Comment
  • Apple Should Approve A Huge Repurchase Plan  [View article]
    Right now Apple is priced for ZERO growth. They don't need to do anything to maintain these levels except continue selling their current models.
    Jan 22, 2013. 02:08 PM | Likes Like |Link to Comment
  • Projecting Apple's Earnings Results Based On iPhone And iPad Units Sold  [View article]
    Good luck to you as well! I think the last few months was largely the result of a small fear being amplified by hedge fund megaphones. Jim Cramer tells it best:
    Jan 22, 2013. 02:00 PM | Likes Like |Link to Comment
  • Projecting Apple's Earnings Results Based On iPhone And iPad Units Sold  [View article]
    Nice analysis but it's completely irrelevant at this point as the market has thrown fundamentals to the wind when pricing Apple. No one cares about EPS, revenue, profit, cash in the bank etc etc. All anyone cares about at this point is the opinion of "someone familiar with the matter" related to iphone orders.
    Jan 22, 2013. 01:11 PM | 1 Like Like |Link to Comment
  • Analyzing Apple's Past To Gain A Better Perception On Its Future  [View article]
    I will be adding 3,000 shares to my position EOD tomorrow, right as Jan 18 options expire.
    Jan 17, 2013. 04:55 PM | 5 Likes Like |Link to Comment
  • Analyzing Apple's Past To Gain A Better Perception On Its Future  [View article]
    Why wait until after a sharp 10-20% rise in price to click the buy button? How much downside could there possibly be from here?
    Jan 17, 2013. 04:54 PM | 8 Likes Like |Link to Comment
  • Apple Ready To Bounce Back On New Growth Driver  [View article]
    Tim Cook should issue a press release Friday at about 3:50pm saying that Apple is thoroughly surprised and excited to announce that they managed to sell 200 MILLION iphones during the holiday quarter. Then at about 4:15, issue another one saying the previous press release was a typo, with corrected information to come during their earnings release. That should thoroughly bend over the market makers who have been protecting their short calls with all the negative sentiment the last few months, sodomizing them nice and deep with NO LUBE.
    Jan 14, 2013. 05:28 PM | 5 Likes Like |Link to Comment
  • Is Apple Really A 'Buy'?  [View article]
    Yes, that would support the hypothesis that they've written a huge amount of Jan 19 calls and have delta hedged themselves by buying a huge amount of stock. Once they stop holding their breath after Jan 19, they'll look to ignite a rally to profit on their long stock position.
    Jan 13, 2013. 06:13 PM | 2 Likes Like |Link to Comment
  • Apple's Slipping Grasp  [View article]
    Attention! AAPL margins to slip from 41% to 39.8% while sales increases 150%. SELL SELL SELL!!! WHERE'S THE EXIT???
    Jan 10, 2013. 08:19 PM | 3 Likes Like |Link to Comment
  • Hurdles For Apple Longs  [View article]
    No amount of technical analysis is going to help you when Apple is reeling in the cash. At your target of $325 / share it won't be long before Apple's bank account eclipses its market cap, and with zero debt, does that make any logical sense?

    The other two corrections you cite in 2002 and 2007 are of no help to us today. In 2002 Apple was a very different company, by no means a market leader and hence a much riskier proposition, and after 2007 the entire financial system in this country was at the brink of collapse.

    And I'll trust Apple managing its $100B+ through Braeburn any day - they're probably doing a better job with their money than I am with mine. What's the # for Braeburn? Are they accepting new investors?
    Jan 9, 2013. 03:01 PM | 18 Likes Like |Link to Comment
  • Apple's Possible Production Nightmare Scenarios  [View article]
    Have you ever heard of division of labor?
    Jan 7, 2013. 10:13 AM | Likes Like |Link to Comment
  • Over 40B apps have now been downloaded from the App Store, and nearly 20B were downloaded last year, Apple (AAPL) declares. The company adds developer payouts have topped $7B, and that there are over 500M active iTunes accounts (very useful for a mobile payments solution if Apple ever wants to launch one). The App Store still has a big edge on Google Play when it comes to app monetization, though the latter has been growing faster lately.  [View news story]
    WHAT??? Apple only made $92 Million Trillion this quarter??? All in cash??? SELL SELL SELL
    Jan 7, 2013. 10:00 AM | 4 Likes Like |Link to Comment
  • Apple's Cash Hoard Is An Asset, Not A Liability  [View article]
    Only Apple could be punished for stuffing so much cash in its bank account it cant possibly spend it faster than it's coming in.
    Jan 6, 2013. 05:35 PM | 8 Likes Like |Link to Comment
  • The Zynga Move Is Risky  [View article]
    Paulo, you are spot on and don't have any loose screws! I was thinking exactly the same thing when I heard this news. I am in the industry and the cost to keep the servers up should only be 1-3% of the revenue these games bring in, and this math works at both large and small scales.
    Jan 1, 2013. 06:19 PM | 2 Likes Like |Link to Comment