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IncomeYield

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  • Apple: Up 10% From The Bottom And Going Higher [View article]
    Around 10 posts and one sold at the exact high and one bought at the exact (recent) low. Hmmm. Tell us what do now on Monday!
    Mar 24 11:42 AM | 10 Likes Like |Link to Comment
  • Can Anyone Breach Apple's Moat? Part 2 [View article]
    music,

    How are you? I think we talked about this before. I think you need to gauge what AAPL shareholders will do, in response to what Apple does, in response to what the market does, for Apple products.

    The combinations and permutations are numerous.

    As to growth investors, how many iPhones (assuming Apple is primarily a smartphone company just for this argument) did they sell year over year for the past few years? Now, how many people are there worldwide, total? To maintain a growth trajectory, Apple needs to sell a smartphone to just about everyone in the next five years or so.

    It's possible that a new class of investor would be happy with declining rates of growth and margins in return for dividends. Just a guess though, and at what valuation?
    Mar 18 08:33 PM | Likes Like |Link to Comment
  • Apple Is Not Worth $460 [View article]
    Sam,

    To keep growing at the same rate, Apple would need to sell an iPhone to everyone of those 7 billion in the next 5 years.

    Not going to happen.

    DISCLOSURE: own the products
    Mar 9 02:14 PM | 1 Like Like |Link to Comment
  • Apple Is Not Worth $460 [View article]
    Yup -- unless they put up an independently verifiable track record, just ignore it.
    Mar 9 02:12 PM | 1 Like Like |Link to Comment
  • Apple Is Worth $265 [View article]
    Ryan,

    Many growth investors don't like to see a dividend.

    The issue as I see it, and I think the market fears, is that someone, somehow, somewhere will leapfrog the iPhone and iPad. My guess is a smartphone/tablet from Samsung and/or Google that is "just about as good" for a fraction of the price. Possibly something with "wow" factor although I'm not sure what that could be or how the marketplace would perceive it.

    The Apple fanatic market could saturate quickly for iPhone/iPad like the Mac market.

    Unless Apple can lock-in a proprietary developer base (they only write for iOS) the way Microsoft did with Windows, they could have a tough time if users basically settle for a cell phone/email/text/web site reader tool.

    With all the hoopla around cloud, OpenStack, HTML5, etc., it would also be tough for Apple to tout a closed, proprietary ecosystem.

    We have outfitted everyone with an iPhone5 and iPad3 (we waited for retina) and we are DONE. No intention or need to upgrade that we see on the horizon. Also, it seems every email i get says "sent from my iPhone". My local Apple store is now basically empty at times of the day and week when it was jammed early last year.

    When we were all WinTel, we seemingly forked over a few hundred bucks every week for one reason or another and we did so for decades. TCO - ouch.

    Not any longer. Thank you Apple!
    Mar 6 08:26 PM | Likes Like |Link to Comment
  • Apple Has Little Left To Lose [View article]
    This thing is likely still over-owned. How long will it take for the big players to normalize their postions from 5 to 10% back to the usual 1 to 2% of a portfolio? Of course, the market action may have done that already.
    Mar 4 09:18 PM | 1 Like Like |Link to Comment
  • Apple Has Little Left To Lose [View article]
    Consumer is not quite right. The iPhone/iPad combo is making enterprise inroads at the expense of Microsoft, HP, Dell, etc.

    Microsoft's best move would be to offer Office for the iPhone and iPad.
    Apple needs to stop worrying about the Mac and offer a real file system on the iPhone/iPad.
    Mar 4 09:14 PM | Likes Like |Link to Comment
  • Apple Has Little Left To Lose [View article]
    Everybody in my firm has an iPhone5 and iPad3 since they were released. No plans to buy more, no plans to upgrade any time soon to anything new, and no compelling reason to really.

    Thanks to Apple, my IT TCO is much lower than when I was WinTel.
    Mar 4 09:10 PM | 1 Like Like |Link to Comment
  • Apple Has Little Left To Lose [View article]
    Yup, could be $80 or $800.
    Mar 4 09:06 PM | Likes Like |Link to Comment
  • Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
    The next step will be a price a war and features war (also expensive) in smartphones/tablets among an over-crowded field of competitors in a mature product line.

    Razor/razor blade model could be bad for all involved. Same happened to the PC.
    Mar 4 04:18 PM | Likes Like |Link to Comment
  • Is Apple Moving Toward Safe Haven Status Within A Long-Term Trading Range? [View article]
    Too many big holders have high margins in their models IMO.
    Mar 4 02:17 AM | Likes Like |Link to Comment
  • Is Apple Moving Toward Safe Haven Status Within A Long-Term Trading Range? [View article]
    You have to be very careful, but if you could do this for say 20 weeks (20 * $160) out of the year, you would make almost 8% on your money and never hold the stock.

    Obviously, stay away from earnings weeks if you dont want the stock at any price.
    Mar 4 02:14 AM | 2 Likes Like |Link to Comment
  • Is Apple Moving Toward Safe Haven Status Within A Long-Term Trading Range? [View article]
    It appears some here followed SA authors who first recommended Apple at $650 and then pounded the table at $550. The retail advisors are often good contrarian indicators and SA can be helpful in that regard.

    These folks are possibly in a tough spot. Historical comparables are DELL, RIMM, NOK, CSCO, MSFT, AMAT, and on and on.
    Most investors, growth or value, avoid uncertainty.

    Are the comments coming from large paper gains, large paper losses, break-even? If large paper losses, did SA authors prompt the purchases?
    Mar 4 02:10 AM | Likes Like |Link to Comment
  • Is Apple Moving Toward Safe Haven Status Within A Long-Term Trading Range? [View article]
    thg,

    What do you suggest they do? Enforce their round corners patent?
    They have computers in various form factors. One of which also has cell phone capability. And, iTunes.
    Mar 4 01:55 AM | Likes Like |Link to Comment
  • Is Apple Moving Toward Safe Haven Status Within A Long-Term Trading Range? [View article]
    hey Richbar -- how are you?

    One mistake Apple made was leaving the umbrella too high. They left too much room for competitors to crawl under. Like IBM many years ago. They should have learned from Microsoft who frustrated DOJ with just this strategy.

    Apple should have had low priced models of all their iStuff from the beginning. Don't leave an opening for the competition.

    Now the copycats, little-by-little, match Apple features and functions at a lower price. If dragged into a price war, they could all hurt their respective shareholders badly.

    Customers though would win.
    Mar 4 01:52 AM | Likes Like |Link to Comment
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