Live from New York, it's the Samsung (SSNLF.PK) Galaxy S IV. Mobile chief JK Shin has unveiled Samsung's new flagship device, which happens to look a lot like its predecessor. The S IV, said to support every 4G LTE band, will go on sale in late April (U.S. availability might take longer). The expected 5" 1080p display and 13MP camera are there, the next-gen 802.11ac Wi-Fi standard is supported (could be a positive for BRCM), and infrared, temperature, and humidity sensors are thrown in. A variety of camera tricks/gimmicks are provided, including the ability to simultaneously record video from both cameras. (live blog) (previous) [View news story]
Wow, looks like Samsung is branching into the standup comedy business?
2 Stocks To Buy, 1 Stock To Sell, What's Next For The Market [View article]
Question for the author - you say you have no positions in any stock mentioned, yet your Dividend Growth Portfolio (http://bit.ly/12SKr1r), shows an AAPL holding?
Though the position seems to be long, and you are claiming to be bearish on AAPL, so not sure what to make of that. But clarification would be appreciated.
2 Stocks To Buy, 1 Stock To Sell, What's Next For The Market [View article]
Yes, Apple is doomed. They only have the top 2 selling smartphones in the world. Time to shut the doors. Plus they haven't come out with a brand new paradigm shifting device in decades, right?
Claim Apple doesn't innovate all you want, that won't make it true.
Jefferies' Peter Misek cuts his price target on Hold-rated Apple (AAPL) to $420 from $500. He's slashing his revenue numbers and seeing about a 25% chance the company misses Q1 guidance after Jefferies' recent supplier checks. "Historically when handset makers fall out of favor, they fall faster/further than expected." Shares -0.7% premarket. [View news story]
To be fair, Apple does have only the top 2 selling Smartphones. They're clearly in the swansong segment of their lifecycle...
Jefferies' Peter Misek cuts his price target on Hold-rated Apple (AAPL) to $420 from $500. He's slashing his revenue numbers and seeing about a 25% chance the company misses Q1 guidance after Jefferies' recent supplier checks. "Historically when handset makers fall out of favor, they fall faster/further than expected." Shares -0.7% premarket. [View news story]
Didn't take long to discover that Misek had a Buy rating and PT of $900 last September - http://bit.ly/16ow9EK.
How much should we trust an analyst that admits he was wrong by a factor of 50%?
If you actually read the article, he never mentions anything about THE low. If you'd care to rebut the analysis based on the metrics as discussed, that might be something.
AAPL was cheap at $600, cheaper still at $505. At $425, if you subscribe to any common fundamental approach, it's an absolute STEAL.
If you follow charts, then there's a different answer.
Except Apple is already a content provider. A substantial one.
If Apple wants to enter the TV market WITHOUT a way to provide exclusive content, then any number of TV manufacturers - Samsung included - will eat their lunch all day.
Current thinking is that content providers aren't playing nice - Apple isn't going to start entering into agreements that aren't beneficial to them. Buying a company that already owns desirable content would be a way to go.
If Apple is serious about TV then they will have to find some way to provide exclusive content.
Disney provides arguably the best way - PIXAR, ESPN, ABC, the Star Wars franchise... If Apple can find a way to get viewers into Apple TV then negotiating with other content providers will be a piece of cake.
My sense is that nobody wants to be the first to cave to what I presume are terms favourable to Apple. Buying a significant content owner solves part of that problem.
Personally, I hope one of the choices they are looking at is buying Disney. If they're serious about evolving Apple TV, Disney would be a GREAT place to start.
The difference is that Buffett is very clear that he feels he can provide a better return with the cash than simply returning it to shareholders. History would tend to agree.
If Apple feels the same then they should demonstrate that. Apple's history indicates that they tend to acquire much smaller companies - nothing that suggests they need to have $150B set aside.
Apple: A Canary In The Stock Market Coal Mine [View article]
If you adjust the upper scale of the SPY to match AAPL (~130% more than the low, or about 280) then the correlation will seem much less apparent.
I know traders love patterns, but that doesn't mean every pattern you can find is predictive.
Live from New York, it's the Samsung (SSNLF.PK) Galaxy S IV. Mobile chief JK Shin has unveiled Samsung's new flagship device, which happens to look a lot like its predecessor. The S IV, said to support every 4G LTE band, will go on sale in late April (U.S. availability might take longer). The expected 5" 1080p display and 13MP camera are there, the next-gen 802.11ac Wi-Fi standard is supported (could be a positive for BRCM), and infrared, temperature, and humidity sensors are thrown in. A variety of camera tricks/gimmicks are provided, including the ability to simultaneously record video from both cameras. (live blog) (previous) [View news story]
Is it a product launch or a variety show?
2 Stocks To Buy, 1 Stock To Sell, What's Next For The Market [View article]
Though the position seems to be long, and you are claiming to be bearish on AAPL, so not sure what to make of that. But clarification would be appreciated.
2 Stocks To Buy, 1 Stock To Sell, What's Next For The Market [View article]
Claim Apple doesn't innovate all you want, that won't make it true.
2 Stocks To Buy, 1 Stock To Sell, What's Next For The Market [View article]
Last September her had a Buy rating on AAPL and a PT of $900. Now his PT is $420. That's a pretty big 6 month swing, even for an analyst.
Jefferies' Peter Misek cuts his price target on Hold-rated Apple (AAPL) to $420 from $500. He's slashing his revenue numbers and seeing about a 25% chance the company misses Q1 guidance after Jefferies' recent supplier checks. "Historically when handset makers fall out of favor, they fall faster/further than expected." Shares -0.7% premarket. [View news story]
Jefferies' Peter Misek cuts his price target on Hold-rated Apple (AAPL) to $420 from $500. He's slashing his revenue numbers and seeing about a 25% chance the company misses Q1 guidance after Jefferies' recent supplier checks. "Historically when handset makers fall out of favor, they fall faster/further than expected." Shares -0.7% premarket. [View news story]
How much should we trust an analyst that admits he was wrong by a factor of 50%?
Apple: Too Cheap To Ignore? [View article]
AAPL was cheap at $600, cheaper still at $505. At $425, if you subscribe to any common fundamental approach, it's an absolute STEAL.
If you follow charts, then there's a different answer.
Apple's Cash Balances Approaching $150B [View article]
If Apple wants to enter the TV market WITHOUT a way to provide exclusive content, then any number of TV manufacturers - Samsung included - will eat their lunch all day.
Current thinking is that content providers aren't playing nice - Apple isn't going to start entering into agreements that aren't beneficial to them. Buying a company that already owns desirable content would be a way to go.
Apple Has Little Left To Lose [View article]
I find it awesome that you fully admit to losing $100k on AAPL, yet you are trying to convince people that THIS time, you're right.
Really? You totally screwed it up once, but THIS time you've got it right? Where do I sign up?
Apple's Cash Balances Approaching $150B [View article]
Not sure what conflict would have existed in any event.
Apple's Cash Balances Approaching $150B [View article]
Disney provides arguably the best way - PIXAR, ESPN, ABC, the Star Wars franchise... If Apple can find a way to get viewers into Apple TV then negotiating with other content providers will be a piece of cake.
My sense is that nobody wants to be the first to cave to what I presume are terms favourable to Apple. Buying a significant content owner solves part of that problem.
Apple's Cash Balances Approaching $150B [View article]
Want to see Star Wars? Get an iPad!
Apple's Cash Balances Approaching $150B [View article]
If Apple feels the same then they should demonstrate that. Apple's history indicates that they tend to acquire much smaller companies - nothing that suggests they need to have $150B set aside.
Apple's Cash Balances Approaching $150B [View article]