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  • Apple Is Not A Retirement Stock [View article]
    Good points to consider but as we all know every stock has its risk but if you are going to invest in a company choose one with a stock pile of cash and a dividend.

    I dont know an Ipad from an Ipod but I know a handsome balance sheet when I see it and in that regards AAPL is very sexy.
    Jan 18 04:13 PM | 14 Likes Like |Link to Comment
  • Apple outperforms as sell-side gives thumbs-up to new iPads [View news story]
    Give a teenager a Nokia smart phone and be prepared to duck because they will be throwing it right back at your head telling you how you ruined their life. Make life easier on everyone and just buy them (teenagers) Apple products.
    Oct 23 02:52 PM | 12 Likes Like |Link to Comment
  • In Defense Of Apple: Battling The Mounting Hysteria [View article]
    I take Cook and Oppenheimer to task on this explanation of providing guidance in the past that might have been too conservative and would be providing future guidance that was more "on the mark"...OK I am paraphrasing but if you listened or read the transcript you will understand what I am referencing.

    This has no place in an earnings conference call and is information for a shareholders meeting at best.

    The Q&A had follow up questions regarding that statement and they both brushed it off...but if was too late to put the smoke back in the gun.

    That statement had allot of interpretations by different people and probably caused allot of the drop in stock price.

    It was an amateur mistake by a rookie CEO and hopefully he learns to stick to the numbers and the products sold and not to muddy the waters with allot crap about how future guidance is or is not a conservative number that can or cannot be met with exact certainty. Throw out a number for future guidance and STF up.
    Jan 24 08:34 PM | 9 Likes Like |Link to Comment
  • Doubling Down On Apple [View article]
    The events of yesterday's con call on the stock is unfortunate but more often than not we see a trend where the slightest pimple on the stock creates an instant sell off.

    Apple is the stock traders best friend and an investors worst nightmare.

    If I were a CFO with that amount of cash accumulation I would be working overtime to bullet proof the company from being a get rich quick tool for options traders.

    Keep Tim Cook focused on manufacturing and distribution of widgets with the Apple brand and bring on some talent with skins on the wall who can leverage the 150 billion cash hoard into an entity of its own that puts the fear of god into the options trader.
    Jan 28 10:18 AM | 8 Likes Like |Link to Comment
  • Einhorn's Greenlight Wins Injunction Against Apple, Making A March Dividend Increase More Probable [View article]
    Maestri's hiring means sometime later this year Oppenheimer will announce he is stepping down as CFO to spend more time with his family, vineyard, sick cat...etc and shareholders can breathe a sigh of relief. Any CFO worth his salt would not allow that much cash to snowball into a big wad of cash yielding zilch.
    Feb 22 10:42 PM | 6 Likes Like |Link to Comment
  • Will iPads Replace Textbooks In K-12 Classrooms? [View article]
    I was attending a career day event at a public high school in a middle class neighborhood and the kids in the honors classes were all using iPads issued by the school.

    One showed me how to link my calendar to my wife's phone via the cloud.

    Smart kids, gives me hope for the future of America.
    Nov 1 09:53 AM | 6 Likes Like |Link to Comment
  • 5 Reasons To Short Apple And Why They Are Wrong [View article]
    If you give your teenager a Nokia phone be prepared to duck as they will throw it back at you.

    Just a friendly public service announcement.
    Oct 15 04:51 PM | 6 Likes Like |Link to Comment
  • Apple: The Bottom Has Yet To Be Reached [View article]
    For those considering shorting AAPL reference NFLX and LMT both companies hit 52 week highs this month plagued with a plethora of problems.

    NFLX is trading at an astronmical P/E faced with diminishing content and increasing competition that will keep its product pegged at $8 per month for perpetuity. Hard to get rich on those numbers but the argument is they will make it up on volume world wide yet the same argument brakes down for AAPL.

    LMT is faced with a diminishing defense budget and a pension burden that will eventually collapse the company but the stock hit a 52 week high this week.

    Poor AAPL is faced with nothing more than a blip in the profit margin number similar to what GOOG went through when the CPC Cost per Click started to decline yet it hit its 52 week high.

    So many people hold short options in AAPL that next week will become worthless so its time to hit the boards and create stories about how AAPL will be listed on the pink sheets in another 12 months.
    May 10 05:55 PM | 5 Likes Like |Link to Comment
  • Apple $395: Time To Give Up And Abandon Ship? [View article]
    The current stock price is a vote of no confidence in the CEO and CFO by Wall Street.

    There are companies with huge debt and pension liabilities and they trade at a P/E of 11-13.

    The way they handled the last conference call was a disaster and the investment community has seen nothing to indicate the next one will be nothing more than a sequel.
    Apr 19 11:37 AM | 5 Likes Like |Link to Comment
  • Bernanke Doubles Down On Fed Put [View article]
    I am not an expert in macroeconomics and I do not think Mr. Bernanke is either and that is the problem.

    The more I listen to him speak the more it appears he does not have a model for correcting the economic problems we are facing and he is making a case for knee jerk reactions and the justification.

    As an investor my reaction is to remain a knee jerk trader and protect my money......Mr. Bernankes style will not bring stability to the markets.
    Aug 31 02:34 PM | 5 Likes Like |Link to Comment
  • Apple's New iPads Are Out And They Are Gorgeous: Sell The News [View article]
    Carl Ichan bought into NFLX at $50 a share x6million and now cashed out 1/2 that position at over $300 a share. NFLX is a dog of a stock with the value in the Netflix brand only IMHO.

    Ichan's AAPL position will follow the same course even if he has to manipulate the stock to make it happen. Angela Ahrendts does not seem to be someone foolish enough to resign as CEO of a company like Burberry to join a company that is a sinking ship.

    Shorting AAPL means shorting Carl Ichan and that's an investor with a track record worth following. Chart art is great and SA contributors are legends in their own mind, sometimes you have to realize you are on the wrong end of the table when you look at who’s sitting on the other side.
    Oct 23 02:36 PM | 4 Likes Like |Link to Comment
  • "iRadio is coming. There's no doubt about it," a music industry source tells The Verge's Greg Sandoval. After months of tough negotiations with studios, Apple (AAPL) is said to be aiming for a summer launch. The company's reported plan to limit the service to Apple hardware stands to affect its popularity with customers who listen to music on both Apple and non-Apple gear. Sandoval adds the music industry has "a love-hate relationship" with Pandora (P), believing (in spite of Pandora's gripes about royalty rates) it "chokes off demand" for more profitable services. [View news story]
    Apple TV better offer something with a WOW factor as the Samsung smart TV looks like a winner and with South Korea subsidizing their manufacturing Apple faces a battle to be competitive.
    Mar 29 08:26 PM | 4 Likes Like |Link to Comment
  • Taxes Vs. Spending Cuts: No Fiscal Cliff Solution Without Pain [View article]
    At this moment option 3 appears where we are headed.

    At no other time in our nations history has DC been so void of leadership that could solve even the simplest of problems yet alone something as complex as this.
    Nov 29 04:01 PM | 4 Likes Like |Link to Comment
  • Apple Is Sandbagging More Than You Think [View article]
    Thanks for the article Eric, for someone like myself who does not have a MBA from Wharton this was good insight.

    Look forward to following more of your articles.

    With Apple it comes down to the nuts and bolts of why I buy certain stocks.


    Conversation with Fry's salesman

    Me.....Do you have the iPhone 5?

    Frys....Yes I have one left 64gb only.

    Me.....When will you have the 16gb model?

    Frys.....Maybe Tuesday but there is a waiting list and I do not know how many we will receive.

    Me.......How about the S3 do you have that in 16gb?

    Frys.......Yes sir not a problem

    Me.........You have lots of inventory on the S3?

    Me.........If I needed say 20 qty for my business you have that many?

    Frys........Yes sir I can get as many of the S3 as you want.

    Chart art is great but this type of research tells me all I need to know.
    Oct 30 06:30 PM | 4 Likes Like |Link to Comment
  • ChangeWave: Forget Maps, iPhone 5 Is Still A Major Attraction With Demand At 'Record Rates'; WP 8 And Nokia Still Challenged [View article]
    I invest in Apple because the margins on the product and brand loyalty are the best in the electronic gadget market.

    I'm ashamed to tell anyone the old model cel phone I use as i'm not a slave to these electronics.

    I know enough about the gadgets to realize that the Nokia product line is so old news that it competes with the same demographic that keeps the Jitterbug alive.

    In China you can buy a cel phone for the equivalent of $15 and a sim card and load for about $5 and your in business. Yet I saw with my own eyes what a thrill the locals in Beijing get out of a trip to the Apple store.

    The charts and the volume indicated this recent tailspin in the stock was coming but new product momentum and blow out sales numbers will jettison Apple to a new high by the end of the month.

    The stock split next year will stop all the chatter about the stock hitting 700, 800, 900...etc
    Oct 12 10:36 PM | 4 Likes Like |Link to Comment