Seeking Alpha


Send Message
View as an RSS Feed
View nguyenvanphuoc's Comments BY TICKER:
Latest  |  Highest rated
  • Why Apple's Recent 'Analyst Downgrade' Is A Farce [View article]
    I don't necessarily think White is any more sensible with his targets than other analysts, but I watched him on Bloomberg and was intrigued by one little tidbit. Basically, he says his current PT of $770ish is supported if Apple simply grows their Free Cash Flow by 2% annually.

    I'm not expecting an earnings blowout, as Apple has set a precedent for announcing changes in guidance, but hopefully we'll see a positive margin trend. I will be using the recent 5% dip to buy some more.
    Jan 6 07:03 AM | 11 Likes Like |Link to Comment
  • There Won't Be An Apple TV [View article]
    "What drives the incessant speculation about Apple (AAPL) launching its own television? In a word: desperation."

    Well, I'm not sure that having Steve Jobs say that he's working on a television, and that he's finally "cracked" it, counts as desperation, but if that's what gets you up in the morning then go for it.

    From the Steve Jobs book:
    "'I'd like to create an integrated television set that is completely easy to use,' he told me. 'It would be seamlessly synced with all of your devices and with iCloud.' No longer would users have to fiddle with complex remotes for DVD players and cable channels. 'It will have the simplest user interface you could imagine. I finally cracked it.'"

    That pretty much tells me that Apple is working on a TV, has been for some time, and it will likely redefine the TV market.
    Dec 5 07:29 AM | 10 Likes Like |Link to Comment
  • Look for institutional buying in Apple - UBS [View news story]
    The original ad was pulled, maybe somebody jumped the gun?
    Dec 3 08:56 AM | 1 Like Like |Link to Comment
  • Look for institutional buying in Apple - UBS [View news story]
    " Just read that CM is taking preorders on IPhones. CM done deal? "


    *edit* Never mind, found it...!

    Google is your friend!
    Dec 3 08:12 AM | 3 Likes Like |Link to Comment
  • Look for institutional buying in Apple - UBS [View news story]
    "Are they not a little late to the party?"

    This pretty much describes analyst SP targets, IMHO. And a lot of times, institutional investing. Follow the herd, even if it means buying high and selling low.
    Dec 3 07:59 AM | Likes Like |Link to Comment
  • Could The Grinch Steal Apple's Christmas? [View article]
    "Apple products selling so fast production can't keep up.
    Thanks for the warning of this bearish news.
    I knew you could find something negative if you stick with it."

    Somebody somewhere is virtually guaranteed to repackage awesome Apple sales numbers as a negative for the stock. If you don't believe that then you haven't been paying attention.

    As an investor, it's foolish to completely ignore how the market treats Apple stock. I've managed to grin and bear it and ride out the last 12 months, but the author's points are valid - and she's long AAPL, as she states from the start.
    Dec 2 08:14 AM | 3 Likes Like |Link to Comment
  • Could The Grinch Steal Apple's Christmas? [View article]
    "Sorry you are short Apple and whoever put you up to this article and helped you write it did a great job. 4 Articles and she now decides to blast Apple."

    Reading comprehension is a wonderful thing.

    Start with the first line of the article, you know, the one where she discloses she's long Apple.

    Then read about how she cautions investors about the irrationality of AAPL price movements based on rumour and negative sentiment. Anybody that's held AAPL over the past 12 months can see she's bang-on in her summary of the situation.
    Dec 2 07:37 AM | 9 Likes Like |Link to Comment
  • Apple rallies; U.S. iPad demand strong over Thanksgiving/Black Friday [View news story]
    So, here's an interesting question: when was the last time SA ever pointed out Samsung's sizeable promotions and discounts when lauding their success?

    Here is Toronto, you can get a Galaxy S4 for $0 on a 2-year term, PLUS a $100 gift card.

    Amazing how you can grow market share when you pay people to take your stuff...
    Nov 29 04:25 PM | 3 Likes Like |Link to Comment
  • The Rumored iPhablets Expected In 2014 Will Not Save Apple's Bacon [View article]
    LOL - thanks for the support UnStopa!
    Nov 18 07:21 PM | 4 Likes Like |Link to Comment
  • The Rumored iPhablets Expected In 2014 Will Not Save Apple's Bacon [View article]
    I got in trouble before for suggesting that the author was either being disingenuous or did not fully understand the idea of product release cycles. To be clear I'm not suggesting either one of those things here.

    What I am suggesting is that the authour is basing his market share argument on Q3 calendar sales, while presumably knowing full well that the new iPhones were released 2 weeks prior to the end of calendar Q3.

    I find it curious that an admitted AAPL short is allowed to post such dubious content on such a furious basis. It's almost as if he were being encouraged to do so by somebody on SA.

    But that could never be, could it?

    Prepare for this post to be moderated (read: censored) within 24 hours.
    Nov 18 06:56 PM | 7 Likes Like |Link to Comment
  • New reports of 5C/5S order shifts; Apple can pursue Samsung injunction [View news story]
    "Also, anybody find it odd they didn't release sales this year?"

    Apple doesn't release individual product sales, so with the separate launches anything released would indicated specific sales numbers. I expect that they will announce some aggregate iPad numbers before Xmas though. Or, not, who knows.
    Nov 18 01:19 PM | Likes Like |Link to Comment
  • LinkedIn rallies after Stifel assigns Buy rating, $300 PT [View news story]
    Linkedin is interesting, but as soon as I saw people that barely knew me endorsing me for skills that would have no basis to judge me on, I realized that the site may have jumped the shark as a meaningful evaluation tool.
    Nov 15 10:44 AM | 1 Like Like |Link to Comment
  • Apple begins selling retina iPad Mini [View news story]
    If the expected launch date was Nov 21, and if there were supply constraints, then wouldn't it be kind of silly to move up the launch date?

    Time will tell, of course, but my guess is that the supply constraint rumours will prove unfounded. I still think they'll sell out fast, but only because it simply won't be possible to make enough to satisfy demand.
    Nov 12 07:57 AM | Likes Like |Link to Comment
  • Young Users Will Drive The Next Stage Of Mobile Devices [View article]
    I guess now that iPhone growth hasn't been shown to be stagnant, the next best factoid to rally around is the sub 1% growth of Apple's tablet business, is it?

    I'd really, really like to see how this incredibly important statistic looks to you after the next quarter. You know, after Apple has launched the refresh of both the iPad and the mini.

    As most people are aware, Apple's product refresh cycles are usually well publicized and sales of previous models prior to a refresh can drop off significantly. But I guess that doesn't fit with your insistence that Apple is doomed, so feel free to disregard it. Also feel free to disregard multiple initial reports that indicate the iPad Air is selling better than any previous iPad launch.

    P.S. I hope there was nothing in THIS post that will qualify as a "personal attack". I tried my best to be as delicate as possible.
    Nov 10 11:26 AM | 6 Likes Like |Link to Comment
  • Samsung Is Apple's Worst Nightmare [View article]
    "If Apple doesn't want incremental revenue, then it is a short. I would certainly hope Apple wants to have 100% market share. "

    Probably one of the best examples of why you're not running the company.
    Nov 7 01:16 PM | 10 Likes Like |Link to Comment