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  • McDonald's Will Outshine Apple In 2012 [View article]
    When I was a kid, I used one of the first Apple computers. This stock is going to the moon.
    Jan 4, 2012. 07:27 AM | 2 Likes Like |Link to Comment
  • Apple Takes the Lead: Laptops, iPads And iPhones Without Lithium? [View article]
    LOL. Go talk about lithium and fuel cell batteries w/ Stephen Hawking. We're in it for the dough.
    Jan 3, 2012. 07:24 PM | Likes Like |Link to Comment
  • Apple's Strategy For iTV: Investment Implications [View article]
    Apple shouldn't even bother if the TVs are going to be under 40". Size matters w/ sex and TV screens. I own every Apple product known to man, but I'm not replacing my 60" screen w/ a miniscule 32 incher.
    Jan 3, 2012. 07:53 AM | Likes Like |Link to Comment
  • Eugene Profit Positions For 2012: Loading Up On Legacy Large Cap Infrastructure Tech [View article]
    Any competent, rational individual investor should be able to consistently and easily beat the institutions on a regular basis. I retired as a fund manager after decades of performing pretty much in line w/ the market due to paralyzing overdiversification constraints well beyond what made sense. Investing profitably against the block trading of the institutions just takes a little observation and discipline.
    Jan 1, 2012. 12:03 PM | 1 Like Like |Link to Comment
  • Eugene Profit Positions For 2012: Loading Up On Legacy Large Cap Infrastructure Tech [View article]
    Not to quibble, but the original Colts fled Baltimore in the middle of the night for Indy. The Ravens were the Cleveland Browns, who fled Cleveland for Baltimore and were forced to change their name.
    Jan 1, 2012. 11:46 AM | Likes Like |Link to Comment
  • Putting A Satellite Into Orbit: A Great Use For AAPL's Cash? [View article]
    If I was the founder of a publicly traded company that I thought was substantially undervalued and didn't need investment capital, I'd be looking to take it private, game over. Why do you take a company public in the first place? To raise capital to fuel growth. Does Apple really need any more capital and does their growth need to be fueled? Probably not. The best argument that Apple's current valuation is perceived as being relatively accurate is that you haven't seen any big M&A players trying to gain some material interest in Apple. If Apple was valued at $800B or so by the professional M&A people, they'd be looking to get a massive stake in the company, say 10-20% of the stock when its market cap was at $350B or so.
    Dec 31, 2011. 11:13 AM | Likes Like |Link to Comment
  • Apple: How The iTV Will Revolutionize The Television Industry [View article]
    How do you feel when you return home from the movie theater and have to squint to see that 55" screen?
    Dec 31, 2011. 08:16 AM | Likes Like |Link to Comment
  • Apple Shareholders Wait For Cook To Think Different [View article]
    The contrarian strategy only works after the screaming is done and the buyers or sellers are exhausted. Trying to be contrarian too soon can lead to a very contrarian trading account.
    Dec 30, 2011. 04:29 PM | 1 Like Like |Link to Comment
  • Apple Shareholders Wait For Cook To Think Different [View article]
    The market is NEVER wrong. The market to be commanded must be obeyed. The market is always an equilibrium price between buyers and sellers. I've read so many articles on AAPL being hugely undervalued based on its fundamentals that even my dog has figured out that there are other factors going into the company's current valuation. Apple is the most popular stock in the world. If you move beyond the textbook arguments based on P/E, P/B, growth, etc. and look at what actually happens in the real world, that some stocks are just so broadly held that they run out of steam at some saturation point, than you start to conclude that maybe it isn't the greatest investment opportunity since the wheel. From an overbought/oversold perspective, it's hard to argue that Apple isn't currently overbought.
    Dec 30, 2011. 04:14 PM | 1 Like Like |Link to Comment
  • 3 Catalysts That Will Drive Apple's Stock To $500 In 2012 [View article]
    There's a lot of chatter about Apple and all of its cash. If having too much cash is a problem, I'd like to be stuck w/ that one. A dividend concerns me for one simple reason and someone might correct me on this if I don't have the correct mechanics. A dividend gets paid to shareholders of record on a given date. What's to prevent scalpers to buy up big blocks of stock on the date of record to get the dividend, then dump the stock once they've sucked out some of Apple's cash? I'm all for paying a dividend to investors in it for the long haul, but should the sharks be allowed to swoop in and hold the stock for an hour then dump it? A dividend could increase the stock's volatility and enhance the already heavy manipulation on Apple stock on the key dates.
    Dec 30, 2011. 12:38 PM | Likes Like |Link to Comment
  • 3 Catalysts That Will Drive Apple's Stock To $500 In 2012 [View article]
    I'm long AAPL and have been for a long time. Having said that, I'm also a realist. Multiple compression usually is not a great sign. I don't believe that Apple's multiples will compress much further, but if you're expecting this great expansion in the multiples, you might be disappointed. What comes first, the cart or the horse? Have AAPL's multiples compressed because investors were somehow not paying attention and allowed the stock to get too cheap? Or have other market forces (likely institutional saturation and hedge fund activities) contributed to the compression? My heart wants to believe the former, but my head leans to the latter.
    Dec 30, 2011. 09:30 AM | Likes Like |Link to Comment
  • 3 Catalysts That Will Drive Apple's Stock To $500 In 2012 [View article]
    Apple is one of the great growth stocks of all time. It was trading at $270 or so about 15 months ago and now it's $400+. Not sure that I'd characterize that as poor performance.
    Dec 30, 2011. 09:24 AM | Likes Like |Link to Comment
  • Apple Among The Top Stocks To Own In 2012 [View article]
    You wouldn't know about Amazon's pending blow-out quarter by looking at its price action over the last 3 months. Since it peaked at around $240 after the announcement of the Fire, it's fallen dramatically to about $170. That's the risk w/ a high multiple stock. Once it starts gaining negative momentum, it can really crater. AAPL doesn't have that risk of a dramatic drop w/ its rational multiple, barring some major unforeseen calamity within the company
    Dec 29, 2011. 10:33 AM | 1 Like Like |Link to Comment
  • Bullish Apple Strategies For The End Of 2011 [View article]
    and as an addendum, if you're an amateur investor, you shouldn't be in options, period. It's orders of magnitude more difficult to make money in the long run in the derivatives markets. Only the very best PROFESSIONAL traders do well here. I was in the business for 3 decades as a money manager and we did extensive studies on options. It's exceedingly difficult to make money consistently this way. Options are seductive because of the cheap entry point, but the wider spreads and transaction costs make it analogous to trying to make money betting on horses. Forget options!
    Dec 28, 2011. 09:59 AM | 2 Likes Like |Link to Comment
  • Want More Apple Option Income? Try Weekly Calls Instead [View article]
    OK, w/ over 3 weeks to go until earnings, Apple just pushed back over $405. Barring a material broad sell-off, the stock might be at $450 on earnings day. A blow-out earnings could take it to that widely forecasted $500 level. It might not sustain that level, but the momentum of the stock and what's projected for this quarter will make this a most interesting several weeks.
    Dec 27, 2011. 08:23 AM | Likes Like |Link to Comment