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elevenhandicap

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  • After posting Y/Y share gains in the U.S. for much of calendar Q4, the iPhone's (AAPL -3.2%) U.S. share fell 350 bps Y/Y to 43.5% in the 3 months ending February, per Kantar Comtech. Android (GOOG +1%) claimed 51.2% of the market, up 580 bps Y/Y. In "Urban China," the December iPhone 5 launch helped the iPhone's share rise to 25.8%; Android's share is at 68.7%. Windows Phone (MSFT -0.1%) is making slow-but-steady progress (previous): its share is now at 4.1% in the U.S., 6.7% in the U.K., 6.8% in Germany, and 13.1% in Italy. [View news story]
    If Apple touches 400 the market cap minus cash would be 260b. With cash flow running between 60b-70b you have a multiple to cash of around 4x. You think people are looking at thiscompany like it's J.C. Penney or Sears.
    Apr 2, 2013. 08:18 AM | Likes Like |Link to Comment
  • Shares of Ralph Lauren (RL) fell 3% Friday on reports department stores, including Macy's (M) and Dillards (DDS), are looking to RL for assistance in order to discount items to clear inventory. "Feedback suggests RL and these retailers have yet to come to any agreement as the quarter draws to a close," says Detwiler Fenton. [View news story]
    it is true that retailers would press suppliers for end of season relief. in the past Ralph Lauren has been strong enough to be exempt from being pressured. But there always comes a point in time when the scales tip in the other direction. Their must be an amazing amount of unsold inventory on retailers shelves with no room to put out spring inventory. Stay tuned.
    Feb 3, 2013. 01:12 PM | 2 Likes Like |Link to Comment
  • Apple Now 32% Below Price Target [View article]
    it's soon to be a value play for value investors. At 11x p/e the
    shareholder base is about to change.
    Jan 16, 2013. 01:24 AM | Likes Like |Link to Comment
  • Defensive Dividend Portfolio Picks For 2012 (Part 1: Utilities) [View article]
    The big advantage of owning high quality dividend stocks are similar to those of holding aaa rated corporate or sovereign debt. Monthly utility bills are effectively just like a tax. They must be paid. So youwill find over time a company like Duke Power is a stock that acts like a bond in paying out cash quarterly but also has upside like a stock.
    I am a long time shareholder of DUK
    Jan 25, 2012. 08:20 AM | Likes Like |Link to Comment
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