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bailinnumberguy

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  • An Apple Mean Reversion: Not As Crazy As It Sounds [View article]
    All that's relevant w/ Apple are the 200 million or so users of its products and the inconvenient fact to its detractors that the company has one of the lowest churn rates of customers of any in history. I'll stay long AAPL until proven wrong. Among other products, an almost unbelievable number of cell phones are sold each year, in the billions, and AAPL is THE name brand at the upper end of that market w/ its loyal customers. Thank you for your attention
    Jun 27 01:18 PM | 3 Likes Like |Link to Comment
  • Microsoft's Entry Into The Tablet Market Is A Game Changer [View article]
    The world is divided into Apple people and Microsoft Windows people. An Apple person would be sooner be caught w/ his pants down in the town square than jump over to Microsoft. Microsoft stole Windows from Apple and everyone is aware of it. The likely churn from the iPad to the Surface figures to be minimal and continues to benefit Apple (as did the Kindle Fire) by expanding the TAM.
    Jun 25 11:32 PM | Likes Like |Link to Comment
  • Will Apple Stock Remain Stagnant? [View article]
    AAPL's stagnated in the last 2 years from about $260 to its current level in the high $580s. Anyone who thinks that any stock will shoot straight up w/o periods of correction, moving sideways, etc. should probably stick to buying lottery tickets. I've been in Apple stock to varying degrees since the original iPod. It's been one of the great growth stocks of all time and will likely see $700 by the end of the year. It's on track to have the most profitable year of any public company in history and the stock was trading in the $360s at Thanksgiving. What's your time frame of reference? Oh no. Apple dropped today. Must mean the end of the company as we know it..... Long AAPL...
    Jun 20 06:06 PM | 7 Likes Like |Link to Comment
  • Apple: When Does The Sleeping Giant Awake? [View article]
    2 years ago on this day, AAPL was trading at $274.07. Any questions?
    Jun 18 02:45 PM | 4 Likes Like |Link to Comment
  • Are Apple Analysts Scaring Off Investors? [View article]
    When look at AAPL, I proceed w/ the analysis in the following order of priority: (1) I check my own data and charts on the company (2) I consider the macro-economy (3) I ask several questions (i.e. how much would I pay to acquire the entire company if I had the funds? Is the company still on a growth trajectory? Does it have leading market share?) (4) I seek the counsel of a fortune teller (5) I check astrology charts and the positions of stars (6) I consider the opinions of analysts (7) I consider the opinions of Cramer.
    Jun 13 01:19 AM | 1 Like Like |Link to Comment
  • Time To Rethink Your Apple Investment? [View article]
    I just laugh at the short term, knee-jerk reactions to an Apple event or news. All that matters is their bottom line and related fundamentals. Anyone who thought that they were going to announce a TV, the next iPhone, et al in one big bang was being delusional.
    Jun 12 08:44 AM | 3 Likes Like |Link to Comment
  • Among the Apple (AAPL) developer conference product rumors that didn't pan out: MacBook Airs with retina displays, an $800 MacBook Air, new iMacs, and (in the case of a speculative Jefferies note) the fabled Apple TV. There may be no better proof of why output from the Apple rumor mill needs to be taken with a large dose of salt. Apple shares finished down 1.6% after rallying early on, as disappointment over unrealized rumors set in. (more on AAPL)  [View news story]
    The announcements were pretty much in line with what was expected. There were no major surprises and thus a very small sell-off in the afternoon. Did anyone seriously expect that they'd be making iPhone and TV announcements, neither of which will be out for 4 or more months?
    Jun 11 11:54 PM | Likes Like |Link to Comment
  • Apple: The Living Room Invasion Is At Hand [View article]
    I'm long AAPL w/ a boatload of shares and I hope that it goes straight up. That being said, I've never understood why an Apple TV is that big a deal. You can use Siri to give your iTV instructions? Seriously, who wants to be lying on their couch talking to their TV. Give me my remote please...
    Jun 8 10:45 PM | 1 Like Like |Link to Comment
  • Apple's (AAPL) upcoming Mac refresh will be a big one, if an Australian pricing matrix obtained by 9to5 Mac is accurate. New MacBook Pro, MacBook Air, iMac, and Mac Pro models are listed. The prices appear steep, but that could be an Australia-specific issue.  [View news story]
    1 iPad2
    1 New iPad
    1 iMac
    1 Nano
    1 iPod Classic
    1 iPod Touch

    1500 shares of AAPL
    Jun 7 07:54 AM | 1 Like Like |Link to Comment
  • 7 Things That Can Hurt Apple [View article]
    what comforts me as an Apple investor is that there are over 120 million subscribers on iCloud. I sleep well knowing that they'll be using Apple products tomorrow, next week, next month and next year.
    May 31 01:07 AM | Likes Like |Link to Comment
  • Why Apple's Book Value Is Irrelevant [View article]
    I think if you did an analysis of stocks comparing price to book values, you'd find an overwhelmingly greater turn the higher the ratio. Apple's the #1 brand in the world. The implied book value factoring in the pull of the brand makes it exceedingly cheap.
    May 31 12:39 AM | 1 Like Like |Link to Comment
  • More on Tim Cook: In response to a question about Apple's (AAPL) product strategy, Cook replied, "We don't have a religion about making one product." Last October, Cook said Apple is "not religious" about holding onto its cash. That was five months before a dividend/stock buyback announcement arrived. Rumors are currently flying about the introduction of a smaller iPad.  [View news story]
    Poor Tim Cook? He's the CEO of the greatest company on earth and has so much money that he turned down receiving a $75 M dividend.
    May 30 07:44 AM | Likes Like |Link to Comment
  • Piper's Gene Munster details the reasons he sees Apple (AAPL -0.6%) reaching $1,000 over the next couple of years. Among them: a completely redesigned iPhone; an Apple TV set going for $1,500-$2,000; limited iPhone subsidy cuts (partly due to the low churn rates of iPhone users); continued margin strength; China demand; soaring tablet sales; and enterprise Mac/iOS adoption.  [View news story]
    AAPL's eps will be $50 in 2012 and $60 in 2013. There are 120 million iCloud users. The company has almost no customer churn, is dominant in Smartphones, tablets and personal computers. Cash alone is worth about $125 per share. A company's strength is represented by the margins that it's able to achieve and Apple is in a class all by itself. None of the other companies that have reached $500B in cap. had anywhere near the brand loyalty that Apple enjoys and the market cap. for each of those was a decade or more ago, so where's the inflation effect? AAPL will almost certainly be a trillion dollar company within 2 years if they continue to execute.
    May 25 03:34 PM | Likes Like |Link to Comment
  • Apple: 4 Reasons To Buy The Greek Low [View article]
    If you aggregate the loss of market cap on concerns over Greece over the last few years, it would've been cheaper to send everyone in Greece a check for $100K, thank them for their participation in the EU w/ a request to not hit them on the way on and wish them well in their future endeavours.
    May 24 07:47 AM | 2 Likes Like |Link to Comment
  • Apple: Initial Projections For Q3 [View article]
    Tim Cook was quite clear at the annual shareholder's meeting that they've studied a stock split and aren't moving in that direction. If you think that AAPL is a trading stock now, imagine what it'd be if it was trading at $55 or so after a 10:1 split. The charts would look like a see-saw every day.
    May 23 07:16 AM | Likes Like |Link to Comment
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