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nguyenvanphuoc

nguyenvanphuoc
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  • Apple roundup: iPad 2, iPhone 6 leaks, FQ3 estimates [View news story]
    "Misek has a Buy rating on Apple."

    Regardless of his current rating, you'd have to be a fool to buy into anything he says about Apple. As a reminder, read this:

    http://bit.ly/128FZoh

    The people that talk loudest and most often seem to get the most play here on SA. Michael Blair is a beautiful case study in this regard.

    And, as I just questioned the wisdom of a Moderator, count on this post to be deleted forthwith.
    Feb 13, 2014. 05:42 PM | 6 Likes Like |Link to Comment
  • Apple Buy Signals Confirmed [View article]
    "This article is a simple reminder to resist the temptation of dogmatic thinking. "

    The article is referencing technical signals for the stock. Technical analysis by definition assumes all the fundamentals are already built into the stock price, and looks to trade based on established price patterns only.

    Don't get me wrong. I think TA is a joke, but people that know it well enough - ie the ones that set the patterns rather than follow them - can make a great deal of money.

    I prefer to disregard TA and focus on fundamentals - it's cost me in the short term, especially on AAPL's fall to under $400, but I ended up back in the black.
    Feb 12, 2014. 10:20 AM | 1 Like Like |Link to Comment
  • Apple Buy Signals Confirmed [View article]
    "In short, we are speculators not investors! We drive up the price and dump it, at our discretion which has worked well for us."

    I guess you're unfamiliar with the concept of Technical Trading?
    Feb 12, 2014. 10:09 AM | 2 Likes Like |Link to Comment
  • Google Missed: Where's The Outrage? [View article]
    "Its a matter of time, this whole thing about a stock not trading on fundamentals is something we have heard before isnt it?"

    Every time I look at a stock like GOOG (or AMZN, or NFLX), I'm reminded of The Intelligent Investor - Benjamin Graham's investing bible.

    The one I read included commentary by Jason Zweig, and some of his notes about the dot-com bust were incredible - companies trading at insane multiples because the Street had decided that there was a 'new paradigm' in valuing companies, and traditional, fundamental valuation methods were yesterday's news.

    Of course, we know how that turned out then. But as the saying goes, the Market can stay irrational longer than you can stay solvent.
    Feb 3, 2014. 06:37 AM | 1 Like Like |Link to Comment
  • Apple: Every Vote Counts [View article]
    "However when we understand that some 78% of it is held outside the US and cannot be used for dividends or interest payments, the picture changes somewhat. Returning those funds to the US would result in a cost of 35% in tax charges. "

    The money CAN be used, simply by paying the tax to repatriate it.

    And I'm not an expert on US tax, but I believe 35% is the top tax rate in the US - any taxes already paid in other countries would be offset in the event the money was repatriated.

    Even with a 35% reduction of the offshore cash, Apple's cash pile is still huge and getting bigger every quarter. Unless you believe Michael Blair, and think that Apple is on the verge of insolvency, then Apple owes its shareholders an explanation.
    Jan 31, 2014. 07:26 AM | Likes Like |Link to Comment
  • Apple: Every Vote Counts [View article]
    "Apple should articulate a plausible strategy for its cash and investments."

    Came here to say THIS.

    Apple's trying to have it both ways, opposing the idea of increased capital distribution but not wanting to give any indication of their intended use for the capital.

    Here are some companies that Apple could buy with their cash (not exactly, I know, but it gives one some idea of the scope of their cash):

    Merck
    Oracle
    Citigroup
    VISA
    Comcast
    Verizon
    Disney
    Philip Morris

    The list goes on and on... and if they keep generating cash at the same rate they have been, soon they'll be able to buy Coca Cola, Bank of America, AT&T...

    They obviously aren't going to buy any if these companies (except maybe Disney?), but I'd like an explanation as to why they feel the need to keep enough cash on hand to do so.
    Jan 31, 2014. 07:03 AM | 1 Like Like |Link to Comment
  • Software Trends Favor Google And Microsoft As Long-Term Plays In Mobile [View article]
    Wow, 2 articles in one morning. Apple must REALLY be doomed now.
    Jan 29, 2014. 10:27 AM | 2 Likes Like |Link to Comment
  • Icahn buys more Apple shares following post-earnings selloff [View news story]
    " Apple = iphone. Everything else is details and hope."

    You're entitled to your beliefs, but basic reading comprehension tells a different story.

    It would be akin to dooming Apple when iPod sales growth slowed while iPhone sales grew. iPhone sales MAY be slowing - until we see data from China, Russia, and India (yes, India. Remember them?).

    In the wake of possible slowing iPhone growth, there is remarkable growth in iPad sales. And remarkable growth in Software and Services.

    Even assuming that the iPhone is on its way out - a dangerous assumption, IMHO - there are still myriad growth avenues for Apple.

    As they say, the devil is in the details.
    Jan 28, 2014. 12:45 PM | Likes Like |Link to Comment
  • Icahn buys more Apple shares following post-earnings selloff [View news story]
    "carl is fighting the tape. He should realize it is not prudent to try and catch a falling knife"

    You should call him. I'm sure he'd be eager to get investment advice from the people that post here.
    Jan 28, 2014. 11:31 AM | 19 Likes Like |Link to Comment
  • Icahn buys more Apple shares following post-earnings selloff [View news story]
    "10%, however, matters so little for regular investors."

    Without a reference to a timeframe your comment is useless.

    I don't know a lot of 'regular' investors that would turn down a 10% return over the course of a month, or 6 months.

    Getting a 10% capital return while earning a dividend close to 3% is a pretty sweet deal, especially if you think the company in question might in fact do better than 10%.
    Jan 28, 2014. 11:31 AM | 15 Likes Like |Link to Comment
  • The Street reacts to Apple [View news story]
    I was looking at the chart and this certainly seems part of the pattern. Double top, then a crash, then up to new highs. Hope we see that soon.
    Jan 28, 2014. 08:18 AM | 4 Likes Like |Link to Comment
  • Cook: Carrier policies hurt N.A. sales; Apple "intrigued" by payments [View news story]
    "According to all of the AAPL bulls who armchair invest on SA, AAPL has been a buy since it went <$600 LOL"

    Funny, I've seen a lot of Bulls here that aren't shy about saying they're long AAPL.

    You, on the other hand, seem to do nothing but chirp and spread FUD. Presumably, you've used your vast wisdom to short AAPL and reap untold riches?
    Jan 27, 2014. 08:12 PM | 8 Likes Like |Link to Comment
  • Apple: Too Many Upside Catalysts For The Stock To Go Down [View article]
    "Just wanted to add that I dislike Icahn manipulating stock prices for his personal gain and note that he has driven AAPL above the market determined value."

    Unless I'm mistaken, the market determined value is the value that is determined by the market. You know, like the price you would pay if you bought Apple stock on the open market.

    Icahn has an agenda, and he's not shy about it. He's been buying AAPL and telling people he's been buying AAPL, and based on his tone, it sounds like he'll keep buying AAPL.

    So, if you think he's smart, then you'd buy AAPL too. He's entitled to his opinion and you are entitled to listen to it or not. There's no manipulation on the part of Icahn.

    If you're upset about manipulation, I'd suggest you look into the analysts that post garbage about Apple's supply chain limitations or unfounded claims about sales to drive the price down. Unlike authors on SA, they don't typically outline their stock positions.

    "Icahn is out for Icahn only and if incidental benefits would accrue to other investors it would only be because Icahn couldnt move them into his pile."

    You suggest that he should be worried about other shareholders as part of his business strategy?

    If you think Icahn is right, then buy stock and be part of the group that will benefit from the incidental benefits of his actions. If you think he's wrong, then don't. Complaining about it seems pretty silly, IMHO.
    Jan 25, 2014. 10:45 AM | 9 Likes Like |Link to Comment
  • China's New Smartphone OS May Be A Dark Horse In The Mobile Horse Race [View article]
    "With malware one can hack your fingerprint from anywhere on earth. Then they own your identity."

    Actually, if somebody 'hacked' your iPhone, then they would have the software's digital interpretation of your fingerprint. Which would be useful for unlocking your phone and possibly making purchases in the iTunes store. Until you realized that somebody had hacked your phone and you take appropriate measures.

    The point I'm making, that you seem oblivious to, is that your identity and information is ALWAYS at risk. Your implication that Apple's fingerprint scan is somehow a bigger security threat is idiotic.

    But I see your point. AAPL is definitely a good short at (insert price here).
    Jan 19, 2014. 07:55 AM | Likes Like |Link to Comment
  • China's New Smartphone OS May Be A Dark Horse In The Mobile Horse Race [View article]
    "Fingerprint hacked from a phone by malware? Certain to happen. Phone accessed through Apple server? Likely to happen. Phone and fingerprint accessed through Apple app store? Your guess is a good as mine."

    I'm glad there are certainties in your life. But you never answered my question, which was who were you referring to as 'them'? The Chinese then, I suppose?

    And, for the record, if anybody wanted to get your fingerprints for some nefarious reason, it would be far easier to follow you for 5 minutes and pick up something you touched than it would be to hack your iPhone.

    But I see your point. AAPL is definitely a good short at (insert price here).
    Jan 18, 2014. 08:37 AM | Likes Like |Link to Comment
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