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  • The Apple iPhone Frenzy Is Here [View article]
    profit taking....
    Sep 11, 2012. 05:27 PM | 1 Like Like |Link to Comment
  • How To Play The iPhone 5 Announcement [View article]
    IMO AAPL has already 'popped' and will have a modest sell-off (which began yesterday) after the announcement. The share price has increased about $100 since the last earnings announcement on anticipation of the iPhone and the entrance of income fund investors. Unless there is a surprise announcement tomorrow: China Mobile or an iPad Mini I don't think the 5 announcement does much for the share price on the upside in the very near term. Over the next 5 months, however, I think AAPL will hit $800.
    Sep 11, 2012. 09:10 AM | 1 Like Like |Link to Comment
  • What Happens If The iPhone 5 Flops? [View article]
    There's no mystery on the announcement. Profit taking has already begun. It's at an all time high and was almost certain to take a breather right about here....
    Sep 10, 2012. 11:43 PM | 2 Likes Like |Link to Comment
  • What Happens If The iPhone 5 Flops? [View article]
    Actually Apple has from the day of the announcement until the end of the month to book sales in the quarter as they'll be accepting pre-orders immediately.
    Sep 10, 2012. 11:42 PM | 1 Like Like |Link to Comment
  • Dead Money Walking: Sell PC Players And Buy Apple Before It's Too Late [View article]
    I'm long AAPL and have been for a long time, but... every time I hear 'the death of the PC' I just laugh. The last time I checked, every desk in my office has a PC on it, some have 2. The PC isn't exactly extinct.
    Sep 10, 2012. 08:23 AM | Likes Like |Link to Comment
  • Apple: Take The Money And Run [View article]
    AMZN won't be a good buy until its P/E reaches 500
    Sep 10, 2012. 08:23 AM | 1 Like Like |Link to Comment
  • Apple: Take The Money And Run [View article]
    Your whole argument is predicated on margin compression. Some have been projecting that Apple can't sustain their margins and yet they seem to continue to expand. The reasons? Brilliant supply chain management and enormous customer stickiness. Your chart shows that Apple's Price to Sales ratio has declined significantly. If you accept the premise that Apple can maintain its margins and that the P/S ratio has declined, you should actually be jumping all over Apple. You could've made this same argument last year, when Apple was trading in the 360/370 range. A close check today reveals that it's trading just a tad higher than that presently.

    If AAPL gets the 50 M in sales from the iPhone in Q1, it'll be north of $800 by the January earnings call.
    Sep 10, 2012. 02:13 AM | 2 Likes Like |Link to Comment
  • Why The Current Apple Situation Might Be The Best Investment Opportunity Of The Decade [View article]
    I'd prefer a China Mobile announcement as its own event, but look forward to the day when that announcement is indeed made.

    It'll be interesting to see what the stock price does on Wednesday after the announcement. If the announcement underwhelms, look out below....
    Sep 7, 2012. 06:58 PM | Likes Like |Link to Comment
  • In Favor Of An Apple Stock Split [View article]
    Tim Cook unequivocally stated at the annual shareholder's meeting in the spring that they'd analyzed a stock split and decided against it. I listened to the call when he said it and he hasn't said anything since that would lead anyone to believe that they've changed their thinking at all on this matter. There won't be a stock split any time soon and that's probably a good thing.
    Sep 7, 2012. 12:23 PM | 1 Like Like |Link to Comment
  • 75 Million iPhone 5 Sales Equals $1000 Apple Share Price [View article]
    A company can borrow any sum and artificially create a high cash balance. Earnings, market share and growth are the alpha and omega. The excessively high cash balance has choked the stock price. It was only when Apple started loosening its cash policy that the stock price started to accelerate.
    Sep 6, 2012. 06:37 PM | 1 Like Like |Link to Comment
  • 75 Million iPhone 5 Sales Equals $1000 Apple Share Price [View article]
    It's quite possible that more iPads have been sold this quarter than iPhones to date. Of course that all changes if the iPhone comes to market for the last 10 days to 2 weeks of the quarter. If the iPhone sells 50 million units plus from its release to the end of the year and the iPad continues on its current trajectory, AAPL's EPS in their 1st quarter of 2013 will approach an almost unimaginable $20 per share IN THE QUARTER. If true, the stock price will be north of $800 by the end of January....
    Sep 6, 2012. 03:43 PM | Likes Like |Link to Comment
  • The iPhone's Growth Rate Has Peaked [View article]
    'What is it going to take to make us believe in growth again?'

    The share price was in the $360s 9 months ago. As I write this it's in the $660s. The stock hasn't exactly been stuck in the mud.
    Aug 31, 2012. 03:08 PM | 1 Like Like |Link to Comment
  • The iPhone's Growth Rate Has Peaked [View article]
    Saying a growth rate has slowed down or has peaked isn't exactly a profound statement considering how rapidly the iPhone has grown. There aren't an infinite number of people out there. That being said, the iPhone and iPad continue to see robust growth.

    Apple's share price has increased over $300 since Thanksgiving. People seem to forget about that w/ all the naysayers constantly blowing smoke.
    Aug 31, 2012. 08:54 AM | 2 Likes Like |Link to Comment
  • Harvest Your Apples, Winter Is Coming [View article]
    Last fall I held 2100 shares of Apple stock when it was trading at about $390. After Steve Jobs died and the 4S mis-step, I unloaded 1500 shares. Like others here, I've done well w/ Apple, but that decision to divest cost me over $400,000.

    The moral of the story is: if I ever sell a significant amount of Apple stock, that act alone will cause it to increase in value....
    Aug 28, 2012. 05:41 PM | 1 Like Like |Link to Comment
  • Harvest Your Apples, Winter Is Coming [View article]
    I wonder if there are still people waiting for Apple to fall back under $400 once it became 'overbought' in the wake of last Q1's earnings. In the long term fundamental analysis always prevails.

    The only value in understanding technical analysis is that its adherents are all looking at the same charts and its concepts become self-fulfilling prophecies w/ everyone buying around support and selling at resistance.

    We didn't spend 5 minutes talking about technical analysis in B-School. Among many problems associated w/ technical analysis is the reliance on moving averages, which puts the cart before the horse. To be a pure technical analyst, the past becomes all important and you essentially ignore the changing dynamics within the market and the company under consideration. Doesn't fly.
    Aug 28, 2012. 04:29 PM | 2 Likes Like |Link to Comment