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  • Apple's 2 Biggest 'Problems' Are Red Herrings [View article]
    You are bearish because you don't understand the company "APPLE", not that you "understand" tech (more than most?)!

    If you "really" understood tech, you would understand that one of the MAJOR reason Apple called the "Apple" Watch and not the "iWatch" is that you will need the iphone (eventually) to use all the capabilities of the Apple Watch - thus driving up sales of the main Revenue and Profit maker (as you pointed out "it could crash, which many have pointed out if iphone sales fall.")! The other main reason is that the company want to not only be known as the icompany but as APPLE! Apple stands for Quality and leading edge of technology! Samsung (as you yourself compared it to Apple) is a "copy tech" company. NOTHING Samsung produces was originated by the company. The older Samsung company in-fact would rather come out with a flawed product and give unprecedented concessions (in encourage consumers to buy it anyway), than be late to market! (I do like Samsung TV's though :) )

    The point that you and a lot of other "shorts" have missed the target on Revenue and Profits is that Apple is expanding it product offering, and thus slowly (which is good for investors that want to get in at lower prices) weaning itself off of being a one product company, and this strategy has been working (you got to admit) for the past 2 years! I for one being long Apple (with long term options) for the past two years has made more money than you and Michael Blair being short the past two years!

    So until Apple stops coming out with different products (innovated or not), that help it with Revenue and Net Income streams, I will be staying long Apple. As a small example, with the money I made on options on Apple, I was able to call 5 contract in January of this year (500 shares for those that don't know the equivalent number of share) at $70.00 per share! Now I get the appreciation of the value of the stock and all the dividends. Next January (2016) I plan to call 10 contracts more at $95.71 (paid by sell my other contract I have at $100 per share along the way)!

    I don't need to know more than you about tech (but I have been in the tech industry for over 30 years now), but I do know more than you, as I have the profits to back up my bullish position on Apple for the past two years! Now I can retire at least 5 years earlier than I had thought two years ago (thanks to you and MB)!
    May 15, 2015. 05:39 PM | 5 Likes Like |Link to Comment
  • Apple Earnings Call: Under The Radar Gems [View article]
    I don't get it ... MB says the end of the great performance was Q1 ending December 2014, after all, Q2 (ending March 2015) results were worse than Q1's! He is SHORT APPLE. I can't wait to hear his comments about your (our) views on Apple! I am so glad I loaded up on more options for 2017 (before today)!

    Good article. I for one don't mind more buy-back rather than dividends, as dividends are taxable, and I only have 500 shares that I called away in January 2015! Next January I plan to add 1,000 shares at a call price of 95.71 - maybe then I will like a little more dividend than buy back ... I am not sure ... but I like the Apple Team (and love the ride)!
    May 1, 2015. 04:15 PM | 4 Likes Like |Link to Comment
  • Why Apple Won't Have A $1 Trillion Market Capitalization Any Time Soon [View article]
    Please don't let MB read this article, he will just twist the facts to proclaim he is right about the "down fall" of a company the is gowing, inovating, beating revenue, and income year over year! My goal is to own a piece of a (for right now) great run company! Bottom line ...
    May 1, 2015. 01:33 PM | Likes Like |Link to Comment
  • Apple: Zenith Behind Us, Nadir On The Horizon [View article]
    I noticed one thing about MB ... when Apple stock goes down a few days in a row, he writes an article to stir up the Apple lovers to write in about his ridiculous "case for the Bear" articles. I would love to see just how much money he has made in the past two years (I'll share my gains - for the last two years) on Apple alone. Then I would love to see his "gains" on the stock he is long on (BBRY)!

    He takes statistics that prove his point of view (comparing Apple's 4th quarter and 1st quarter this year) instead of what is more important ... comparing the same quarter year over year. This is a "trick" of a "DESPERATE" bear!

    Yes Apple is down, yeas the market is in a correction, yes Apple is down over 7% from its high a few days ago, yes some long term investor's are taking a little off the table, yes some long term investors are waiting just a little longer (when it is closer to being down 10%) to buy more Apple.

    I am sure he (MB) is not ADDING to his "short" positions now ... but the investors that make money are going to start ADDING to their "long" positions soon. When the dust settles, and Apple is trading at a multiple that other stocks of equal growth and return of equity trade at, MB will be crying "foul - Apple is on the road to failure" like he has so many time before, and I will be sitting real pretty with my Jan 2017 105 calls (still up 25% after today), my Jan 2017 120 calls (still up 10%), my Jan 2016 95.71 (still up 225% - but plan to exercise 10 of them in January 16), and my Jan 2016 100 calls (still up 175%) - and will be adding soon some more!

    MB does not answer rebuttals because he is holds a short position in a stock that is rocketing and he has LOST a LOT of Money, and he only like to answers those who agree with him!

    I am not saying I am upset at the market for taking down Apple after two tremendous quarters (and I think we still have at least two more to go), but this gives Apple's long term investors (I still consider myself to be even though I mostly own calls (75 versus only owning 500 shares that I called this last Jan at $70 per share!)) a place to get in and ride the road to riches like I have. Get in soon for long term rewards - I recommend the January 2017 calls (it give you a year in a half to ride them up).

    Let's get in and take MB's (and all the other shorts) MONEY! I thank him every chance I get when I sell 5 calls, and turn around on weeks like we just had and buy 10 more future out! That is how I could afford to call the 5 contracts at $70, and that is how I am going to call the $95.71 in January 2016! Then I will have 1,500 shares that by this time, I hope the dividend gets raised again, I love receiving cash while Apple is buying back shares, reporting good earnings, and letting the stock go up to new highs. Time is on the long side! I will admit (unlike MB) I did lose $13,600 on calls expiring 04-20-13, and $4,200.33 on calls expiring on 05-18-13, but have made (realized gains) of $115k in 2013 (OK so a net of $87k), $88.7k in 2014, and $36.8k in 2015 (so far in 2015 with over $80k of unrealized gains) just on Apple!

    So MB, please keep telling me what I should be aware of, and please let me know when you do turn into a Apple Bull, then I will dump 50% of my position because when you turn from a Bear to a Bull I believe that is when Apple will be close to it's peak, and not a day before. With or without considering Apples cash position, I believe Apple is undervalued, and that is why the majority of analysts that follow Apple (closer than you and I) believe it is undervalued too and have a Buy or Strong Buy on the stock.

    MB you are RIGHT in your own mind ... keep those statistics (twisted in your favor) coming..Apple keep improving your top line and bottom line, keep buying back stock, keep your dividends coming, and keep the products coming.

    Thank you MB!
    Apr 30, 2015. 07:23 PM | 4 Likes Like |Link to Comment
  • Apple Watch: What Did Apple Just Roll Out Here? [View article]
    Ptatty: So I guess you would rather have a world without a TV, a phone, a washing machine, or inside the house bathroom. You are still riding around a on a horse...

    I own Apple, I believe in Apple, and I also believe in technology that will advance the quality of life ... I do not own an Apple watch ... I do not plan to own an Apple watch soon (I don't own an iPhone) ... but one day maybe I will! I own Apple, and take opportunities like the past few days to buy Long Term Options.



    Apr 29, 2015. 02:54 PM | 4 Likes Like |Link to Comment
  • Apple And Wearable Devices: Moving From A Want To A Need By 2020 [View article]
    MB:

    You finally woke up? I hope you are still shorting Apple and buying long MSFT and your doomed BBRY!

    With everybody pushing to be more healthier (at least in the USA - I don't know about Canada?) ... there could be a push in Congress, and or the IRS to consider this a Health device, and make it deductable under medical expenses (if your Doctor write a prescription?). So if you get a prescription for an Apple Watch (and you don't have an iPhone), then the iPhone may be deductable too?

    Then where will you stand on the "Apple" Watch?

    Just some food for thought :)

    I still can't beleive you are still short Apple ... you cannot be making any money on that...
    Apr 9, 2015. 06:17 PM | 9 Likes Like |Link to Comment
  • Analyzing Apple's Expected Cash Dividend Increase In April [View article]
    How did you arrive at your 5% drop?
    Mar 26, 2015. 04:15 PM | 6 Likes Like |Link to Comment
  • Apple: Debunking The Recent Cowen Survey [View article]
    Mr Blair: Funny you should take offense to the way Cowen presented its findings ...Cowen remind me of how YOU write your articles to "PROOVE" your "BIAS" opinion of Apple. You see, you and Cowen did "LIE" out right in your articles, but you both used "MEANINGLESS" percentages to twist the so called fact that you are pointing out.

    Needless to say "ALMOST NOBODY" reads your articles and agrees with your points, but it does make us realize that as soon as Apples "FAIR VALUE" is hit, the "Trading" game is over. Like Jim Crammer says, stop "Trading" Apple, but he does say you should own this "Great" company!

    I am an investor - long term, you are (on the other hand) a "trader" or short sighted, trying hard to make your prayers heard. Your idea that MSFT will out-perform Apple is one of the prayers, while being long BBRY and short AAPL is another prayer you have be holding onto.

    Someday you too will learn that maybe it is not important for a company to have the highest market share, but more important to have top and bottom line that will almost guarantee the future of a company (I will take Apples over ANY "Android" company). Please keep making us rich... Oh and Thank you for the last two years you have lined my pockets.
    Mar 25, 2015. 07:18 PM | 7 Likes Like |Link to Comment
  • The Fault In Apple's Star [View article]
    I remember reading that the iPhone 6 and 6+ will cost the consumer MORE not less than the iPhone 5's...

    Right now with that increase, Apple is GAINING market share (Cowen's report today)!

    So, is it necessary for Apple to concentrate it's efforts on iAd? NO! Will that non-effort from Apple hurt iPhone sales, not yet!

    Will iPhone sales start to level off or decline ... maybe ... but not now. Let's all ride Apple stock for as long as we can, I am very long Apple, and thanks to articles from SA like this one, and MB's I have made lot's of $$$ enough that I have to pay Uncle Sam and the great State of California together almost $25k :(
    and I consider myself very lucky to do that and still have plenty of Apple left for this year (I have January 2016 calls and January 2017 calls).

    I can just picture the loss carry forward MB has ...

    But I am looking for a price level of 175 this year and only 220 next to get out. I converted 5 calls (500 shares at $70) this past January, and plan to call 5 contracts more in January 2016 (at 95.71 - split price), and 5 more in Janaury 2017 (at $105).

    By then I will have 1500 shares of Apple for an "investment" not trade account! I buy enough of the calls that when I sell all but 5, I have enough cash to pay for the ones I call and the tax.

    Yes, there will come a day that Apple will be "Fairly" valued, and a day when it will not be a volatile that it has been (the trick is to sell at the highs and buy back when it drop close to that "magic" 10% drop). When that day comes, I hope my call positions will be closed out, and my investment will be left at built in profits!

    Apple is a Great Company (overall), a Good investment (value is more than the trading price of today), and yes ONE DAY, we can all look back and say "the SA articles like this one and the many (too) many Michael Blair writes were right - the stock should come down and did!" But that day is a LONG way away from where the stock is trading today.

    Thank you SA, MB, and more importantly Apple and All of Apple employees for making it happen!

    PS. I own two iPads (Air models the first and 2nd) and Apple TV that's it! So I have only been an Apple owner for two Christmas and a little, but an Apple Options trader for almost 3 GREAT years!
    Mar 23, 2015. 07:14 PM | 1 Like Like |Link to Comment
  • Apple's Dirty Little Rare Earth Secret [View article]
    The author quotes "Investors interested in this issue and China's REE industry more generally are encouraged to read Cindy Hurst's 2010 China's Rare Earth Elements Industry: What Can The West Learn?" I would believe that there have bee advancements since "Cindy Hurst's 2010 article." But yes, let's "blame" Apple for all of it's suppliers legal or illegal activities, it makes things so much easier than to go after them...

    I guess TRER is not moving fast enough for the author.
    Feb 19, 2015. 06:38 PM | 3 Likes Like |Link to Comment
  • Apple: Pride Comes Before A Fall [View article]
    THis is the same SA writer that said Microsoft will out perform Apple. This is the same person that is LONG Blackberry. This is the same person who has lined my poket with his money (and others I am sure - depending how long he has been shorting Apple). For me, I still have 15 calls @ 95.71 and 20 calls @ 100 for January 2016, and 10 calls at 105 for January 2017! I did call my 5 calls @ 70 for January 2015 (paid for in full from my profits in the past playing with the Apple calls - MB money)!

    I must say, almost every time you write an article the stock gets higher and higher. I notice though, you are hedging a little, you use to say wait until next quarter. Now your going out two quarter to a year ...

    Yes, eventually the stock will come down, but you won't see it much below these levels for a long long long time. By the way MB, why do you invest in companies (such as Blackberry) that show loss after loss after loss quarter after quarter, when you can invest (hold longer than a few months)...

    Thanks for the money Mr. Blair!
    Feb 13, 2015. 07:59 PM | 20 Likes Like |Link to Comment
  • Facebook Needs Better Results Internationally To Support Future Growth [View article]
    For somebody who doesn't own any FB stock you are using statistics your way to justify your erroneous conclusion! First off if you have almost 1.3 million users and grow by 5.76% you have added just as many users as a company with 500,000,000 users growing at 15%!

    Secondly, wouldn't it be just as important to get the user in the US that spend $9 a better experience so they return and buy more, then it would Europe or Asia? And does the "Competition" have the same problem between what is spent in the US versus Europe and Asia?

    I am a little disappointed in the fact the FB plans to spend more in the next few quarters, but if this bring in more revenue and more importantly more net income, then I would be all for it. But we have to wait for the results (which from the looks of the stock market down since the earnings and revenue beat last quarter-investors aren't willing to do).

    Yes, I own a few shares of FB, but I like what I have seen for the past year plus, and so I am (and have been) an investor in the company (not a trader always looking to get in and get out with a few buck less commission)!

    You can use statistics (especially when you use strictly percentages) to compare Large or Very Large Companies to Medium or Small Companies, and just because the percentage is much larger for the Medium to Small Companies, does not mean that those Companies are doing "better."
    Feb 6, 2015. 06:48 PM | 8 Likes Like |Link to Comment
  • Apple: More Data On The iOS/Android Struggle [View article]
    Paulo:

    I love how you try to make the statistics (using percents) for Google Play (2.5 times or growth at 250%) versus iTunes (35% growth). However in three years (assuming the same growth for both) iTunes will still be over 3 billion dollars ahead of Google Play! You and MB and others that use these percent growth and compare just on percent need to look at the numbers themselves (Top line and Bottom line) ... we investors are not as DUMB as you and MB think we are.

    By always saying there is an end to this great ride we are on with Apple, you need to re-think and look at what Apple is doing for "Future" growth when the slow down you predict actually takes hold - why do you think Apple didn't come out with the iWatch or iPay - and why it is Apple Watch and Apple Pay? Because the "i" producrts are slowly going away and the Apple Everything is coming! Apple is as aware to a "Future" slowing of the "i" products - and the "Future" growth of the "Apple" pruducts!

    Wow, I am glad I am long (with call options at 95.71, 100 for January 2016, and 105 for January 2017). I am taking MB money and running! Thank you MB, please stay short Apple and Long BBRY - I will leave some food on the table in late 2016 for you to come by and tell me how right you were but it's just going to be a little long....
    Jan 31, 2015. 05:58 PM | 5 Likes Like |Link to Comment
  • Restructuring My Dividend Portfolio, Part 1: Using Options To Boost Income Flow [View article]
    This is a very interesting strategy. I started buy 3-4 month out Call options on Apple (AAPL) about two years ago (9 trades in 2013 and 7 trades in 2014). After several very profitable trades, I have managed to realize gains of $87k (2013) and $88k (2014) because of the Apple 7 for 1 split I ended up owning 35 contacts each of the Jan 17, 2015 $70 and $80 calls. In fact I made so much money on 5 contracts each (before the split) that I ended up calling 500 shares at $70 this January. I also started expanding the time exposure of my calls on Apple stock to 1 year and now 2 years out ... so I now have 20 contract of Apple at $95.71 and 20 contracts of $100 for January 15, 2016, and 5 contracts at $105 for January 20, 2017!

    I also played the game of being so far in the money on one of my calls, that I sold a covered call with an earlier expiration date at an out of the money strike price, and although it was one month out, Apple gain enough to be in the money upon expiration, that I had to call the far out expiration calls to cover the called options I had sold! It was nice having 5 contracts (times 100 shares) times my call strike price $440 (or $220,000.00) and getting those 5 contracts (times 100 shares) called away at a strike price of $470 (or $235,000.00). Note: I got called first so I had an "extra" $235,000.00 in my account for a day, until I exercised my options to cover :)!

    Options are not for the weak knee investor, and truth be known, my first two Apple options I lost $13,600 (10 contracts) and $4,200 (10 contract too) before I turned a profit that covered those two losses on my third try.

    Long story short, I have not touched the "Put" side, maybe because I lost the "opportunity" of making more profit on the one call option that I used to sell a covered call. Now I own 500 shares of Apple, and it is my second biggest holding after Facebook (which I bought pre IPO). I have a price target to sell my Apple of around $150, at which time I may consider buying "Put" at and out of the money strike price and close enough in, that I won't care that I have to Put the stock if need be.

    Reminder that I could not afford to buy 500 shares at $440 a share two years ago, but by using call options and being patient (at times) and lucky (much more luck than say MB who writes about Apple from the short side), I have built up my portfolio to over $600K from $200k over 2 years! The leverage alone is amazing, but you need to know on the call side what your limitations as far as losses are, and get out if need be.

    I am a long term holder (what I call an Investor) except for the options I play. Those options are a very small percentage of my overall positions (now). I am older and wiser now (and I don't know when my "luck" with Apple will run out-even though I still have 50 call options on it-I still believe it has room to grow in stock price).
    Jan 21, 2015. 07:48 PM | 1 Like Like |Link to Comment
  • My Bet Is That Microsoft Will Outperform Apple In 2015 [View article]
    My bet is that APPL shareholders will out perform MB just like the last two years!

    I did!
    Jan 7, 2015. 04:49 PM | 5 Likes Like |Link to Comment
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