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whipsawKid

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  • The $500 Apple Put: Backing Up The Truck On Buy Backs [View article]
    What should Apple do with the cash? Two things first and foremost; 1. do what their competitors are doing with theirs. 2. Do what most determined to succeed companies do, grow the company. I never hear that Samsung is buying back shares, and they make more products in more industries. Buying back shares only makes sense if they plan to sell them in the future at a profit. Of course the best thing they can do is "lower product prices"!!!
    Feb 14, 2014. 07:48 PM | Likes Like |Link to Comment
  • Apple: The Important 'Halo' Metric Investors Are Ignoring [View article]
    Rosey, AAPL is NOT for long term investing, not even close. The cell phone and now I-pod, and PC electronics industry is extremely profitable and therefore highly competitive. I have said before - AAPL is now no different then the rest. The above mentioned points that the management is weak and that gives the best clue that AAPL can very quickly become the next Nokia, RIMM, or Motorola. If you want a long term investment go with a monopoly like Exxon Mobile or insurance companies. Listen to Warren Buffett. If you want to gamble play the highest risk industry there is. At least Samsung makes refrigerators and microwaves too.
    May 13, 2013. 11:43 PM | Likes Like |Link to Comment
  • Apple: Time For Shock And Awe [View article]
    I totally agree. A few words you wrote worth 50 times all the verbal diarrhea the author wrote!!!!
    Mar 7, 2013. 10:26 AM | 1 Like Like |Link to Comment
  • The Variance Between Apple's Intrinsic Value And Analyst Estimates [View article]
    I just dont see anything in this model about competition. Apple has invented completely new product categories. That is not likely anymore, so the future growth will be different from the past. What if you used this model on Nokia when the stock price peaked years ago? The Apple stepped in and made a better phone? In technology fields, things move fast and so does the stock price. No model can work for all companies all the time.
    Nov 12, 2012. 08:52 PM | 2 Likes Like |Link to Comment
  • Sell Apple And Run Away? [View article]
    All you guys amaze me with the details and figures you quote. The numbers and fundamentals make my brain hurt, I would have to be a top accountant to make sense out of them, and not only that, most of the figures are fudged as most corps cook the books anyway.
    I stand back and look at the whole picture. Jobs and Wazzy started the co. - it made money then the board kicked out Jobs. yu all know that but just dont care. Bill Gates also copied from Jobs with Microsoft, so Jobs also was the edge in starting Microsoft, which as someone stated above has gone nowhere in the last decade. Samsung has just lost many patent infringement cases, so Jobs has given Samsung a profit edge as well. I heard Jobs speak at an Aspen design conference and he blew me away, he stood out as a genius even among all the other world renowned brilliant ppl who speak there. We all know the rest of the story. The fact is, with out Jobs, the AAPL edge will slowly fade and the company will succumb to competition. I dont know when, but AAPL will soon enough go the way of Nokia, Motorola, and many others who were once considered the best, with parabolic shaped stock charts. I dont know if it will crash next week or in two years, but to go up at the same rate as now much more than two years must mean that someone else there is a genius.
    Those of you above who boast of the huge profits you have made owning AAPL, possibly don’t know how lucky you were, and you might find out the hard way in the near future as well.
    Disclosier; I only trade options on AAPL, and Im never and always long and/or short.
    Sep 8, 2012. 08:05 PM | Likes Like |Link to Comment
  • Sell Apple And Run Away? [View article]
    All you guys amaze me with the details and figures you quote. The numbers and fundamentals make my brain hurt, you would have to be a top accountaint to make sense out of them, and not only that most of them are fudged as most corps cook the books as much as they can. I stand back and look at the whole picture. Jobs and Wazzy started the co. it made money then the board kicked out Jobs. yu all know that but just dont care. Bill Gates also copied from Jobs with Microsoft, so Jobs also was the edge in starting Microsoft, which as someone stated above has gone nowhere in the last decade.Thats where you are all wrong. I heard Jobs speak at an Aspen design conference and he blew me away, he stood out as a genious even among all the other world renowned brilliant ppl who speak there. We all know the rest of the story. The fact is, with out Jobs, the AAPL edge will slowly fade and the company will succumb to competition. I dont know when, but AAPL will soon enough go the way of Nokia, Motorola, and many others who were once a parabolic shaped stock chart. I dont know if it will crash next week or in two years, but to go up at the same rate as now much more than two years must mean that someone else there is a genious.
    Sep 8, 2012. 07:56 PM | 4 Likes Like |Link to Comment
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