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bailinnumberguy

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  • Apple Earnings Preview: Positive Read-Through From Hon Hai; Focusing On App Growth [View article]
    Apple accounts for about half the revenue of each of those companies, maybe more at Pegatron now. Hmmm. Maybe I better look at those options again.
    Jan 25, 2015. 04:09 PM | 1 Like Like |Link to Comment
  • Apple: Asia Points To Blockbuster Q1 And Q2 [View article]
    Thank you. I've been holding tight w/ my shares through earnings, but..

    I'm going to confirm some of these figures and do some further analysis. I may be adding substantially to my Apple holdings tomorrow.

    The importance of Apple's phenomenal growth in Asia can not be overstated. I travel to Asia a fair amount and Samsung stores dominate the landscape in major shopping areas (Tokyo, Hong Kong, etc.) That Apple has been able to bury Samsung in the Pacific Rim is huge. The rapid growth throughout the most populous part of the world only means one thing for AAPL: if they can keep up w/ demand, what they might be able to achieve in the next few years will be staggering.
    Jan 25, 2015. 01:31 PM | 6 Likes Like |Link to Comment
  • Does Microsoft Have More Growth Potential Than Apple? [View article]
    Microsoft was dead money up until 2 years ago and declined in value from 2009 to the end of 2012 but never let the facts stand in the way of a good argument. In fairness Microsoft has done quite well the last 2 years, but since you brought in a 3 year time period.....
    Jan 25, 2015. 01:17 PM | Likes Like |Link to Comment
  • Does Microsoft Have More Growth Potential Than Apple? [View article]
    omdguy: Clearly reading comprehension is not one of your strengths. I said that AAPL has great customer stickiness which you transposed to a sticky ecosystem. I said that Apple is perfectly positioned because of their customer stickiness. Hundreds of millions of customers aren't going anywhere. Microsoft has minimal customer loyalty and Apple is the #1 brand in the world.

    You then make this absurd statement:

    Apple has no cloud play other than iTunes and that doesn't have the best reputation in the industry.

    Why is it absurd? Because Microsoft from the beginning of their existence up to the present day has never had much of a reputation in the industry.

    The next time you attack someone's comments know what you're talking about so you won't look so silly. You'll thank me later.
    Jan 25, 2015. 01:10 PM | 1 Like Like |Link to Comment
  • Does Microsoft Have More Growth Potential Than Apple? [View article]
    'But under Satya Nadella, who became Microsoft CEO about a year ago, that may be changing. Suddenly it's Microsoft that has momentum, potential and opportunity, while Apple seems to be slowing down.'

    I wouldn't drain the college fund to invest in a company with a new, largely unproven CEO. Microsoft is on the outside looking in on the emerging cloud-based computing. Their bread-and-butter was desktop operating systems in a client/server environment. They cornered the market on this and on-prem. servers are being abandoned. They have no competitive advantage here and very little customer stickiness.

    Apple on the other hand has incredible customer stickiness and an entire eco-system perfectly positioned to exploit cloud-based computing. Cook has now proven to be an outstanding CEO.

    Microsoft might have a nice, quiet, boring spot in many a portfolio, but it's really a no brainer which company is better positioned for the future.
    Jan 24, 2015. 12:08 PM | 10 Likes Like |Link to Comment
  • Apple roundup: Cook's pay, board change, Apple Watch, Verizon [View news story]
    This begs a question. Why would someone shell out $500 for quick glances and actions? I'm an AAPL bull and a short battery life has me concerned.
    Jan 23, 2015. 03:47 PM | Likes Like |Link to Comment
  • Apple roundup: Cook's pay, board change, Apple Watch, Verizon [View news story]
    No one needs to hold a telethon for Tim Cook, but I was surprised at how low is his base compensation. No doubt he's a billionaire with all of his Apple stock, but $1.75M base and $6.7M in non-equity based compensation is peanuts for such an enormous powerhouse company. The CEO of my company pulls in $1M salary and the company does $200M in revenue. That's petty cash at Apple.

    Of course the EQUITY BASED COMPENSATION that Cook gets is probably above the stratosphere.
    Jan 23, 2015. 12:35 PM | Likes Like |Link to Comment
  • The Surging Dollar May Take A Bite Out Of Apple's Earnings [View article]
    Understood, but that's just bookkeeping. No one disputes that euros have declined in value.
    Jan 23, 2015. 12:29 PM | Likes Like |Link to Comment
  • The Surging Dollar May Take A Bite Out Of Apple's Earnings [View article]
    A point to consider is that any losses on exchange rates is unrealized until the currency is repatriated in USD.
    Jan 22, 2015. 04:52 PM | 1 Like Like |Link to Comment
  • Apple Fiscal Q1: Eye-Popping Results To Come [View article]
    Actually if you want to do a better hedge, buy puts. You can get total downside protection from the strike price and benefit fully from a big move up less the cost of the put. Covered calls are illusory protection when the stock figures to make a significant move either direction.
    Jan 22, 2015. 03:34 PM | 3 Likes Like |Link to Comment
  • Apple Fiscal Q1: Eye-Popping Results To Come [View article]
    If currency exposure is the biggest worry, this incredible company is in good shape.

    Much too much attention is paid to quarterly earnings, specifically vis-a-vis analyst estimates vs. actual performance. Who cares about analyst estimates? Some of them are so bad they're not worth the pixels they occupy on a screen. If Apple misses consensus on the top or bottom line by a penny the stock will go down. Does that make any sense? If your outlook is next week and not much beyond, earnings is important. If you're in the stock for the long haul, whether it comes in over or under consensus doesn't actually matter.
    Jan 22, 2015. 12:20 PM | 4 Likes Like |Link to Comment
  • Apple Earnings Preview: Prelude To A Year Of Remarkable Growth [View article]
    All these comments from the brilliant market timers above probably has a lot of people rolling their eyes as they read the boasting. "I sold at $119 a few months ago because I knew it was about to go down. Bought again at $105. Sold again at $114. Bought again at $106." OK, sure. We'd be more impressed if you bought it 7 years ago and didn't make a single move since.
    Jan 21, 2015. 10:21 PM | 10 Likes Like |Link to Comment
  • Apple: Why So Bearish? [View article]
    Breaking news: Stock prices go up and they also go down. Apple at $105.99 is at its lowest level since October? Great. A year ago at this time it was trading at $75.65
    Jan 20, 2015. 12:28 AM | Likes Like |Link to Comment
  • Watch Out Apple: Here Comes Xiaomi, Microsoft Might Be Right Behind [View article]
    "Last year, Xiaomi settled for a profit that would be considered low by North American suppliers of 1.8% of sales." Considered low, how about a candidate for bankruptcy?

    Everyone routinely throws out China and India as huge exploitable markets. This is somewhat overstated. 95% or more of the population of each is happy to get 1 solid meal a day. They're not really clamoring for $500 phones.
    Jan 17, 2015. 10:32 AM | 4 Likes Like |Link to Comment
  • Apple: Very Attractive Value But Based On Growth Expectations Dependent On Continued Innovation [View article]
    There's a lot of pretty meaningless working capital management analysis for a company with Apple's incredible cash position. Does any investor care that they're not collecting their receivables quite as quickly and are a little slower paying their vendors? There are undoubtedly reasons for it having nothing to do w/ its ability to collect from customers. It's not like the company is insolvent with $150B in cash on the books. The problem is quite the opposite. They've got so much cash that they don't know what to do with it. Creditworthiness could be a risk? C'mon.
    Jan 16, 2015. 10:31 PM | 6 Likes Like |Link to Comment
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