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  • Time To Eat Your Apple Pie [View article]
    Mr. Blair:

    Two things, one is when an analyst has to stoop to using percentages to get his point across you know that it is not worth the paper (or internet) it is written on.

    Second is where you and investors differ is Investors have made profits and you have only losses on APPL, (and losses on BBRY).

    What you need to do is realize that Apple Management realizes that it cannot depend on the "i" products to drive revenues and profits, and thus they are introducing the "Apple" Products (Pay and Watches, etc.) to help drive future revenues and profits.

    But thanks for the vote of confidence for this quarters results. I cannot wait for the next couple of quarters results to come and here you say "again" - "Apple beat your expectations but what next" - or as it was put in a story once "the sky is falling - the sky is falling."

    Thanks for making me one of the biggest gainers in my brokerage office for the second year in a row (mostly AAPL)!

    Keep staying short AAPL, and do let us know when you change your position so we can know where the top is!
    Dec 15, 2014. 03:29 PM | 11 Likes Like |Link to Comment
  • Will Ello Disrupt Facebook? [View article]
    How long will Ello be around if it doesn't generate ad revnue or some form of revenue. NOTHING is FREE (not even free internet access)!
    Oct 1, 2014. 11:35 AM | 11 Likes Like |Link to Comment
  • Ultra Cheap Mobile Phones Will Upset The Industry Apple Cart [View article]
    STAY SHORT Michael! You lost money all last year, and this year so far. I LOVE IT. Yes you guess right I am LONG APPLE. One day you will be a believer...on that day I am out of my APPLE position! I have the January 15 calls ($70.00) that are deep in the money, January 16 calls ($95.71/split adjusted and $100/split adjusted). Rolling in the money thanks to you! Keep publishing these articles and some day the market will actually believe you and APPLE will fall. Until then, I will play with the "houses" (or is it your) money :)
    Aug 15, 2014. 12:08 PM | 11 Likes Like |Link to Comment
  • A Better Entry Point For Apple Will Become Available For Patient Investors: Updated [View article]
    Isn't it the law of numbers and percentages? Would you not want a company that grew at 10% yoy with revenues of $100 billion and a PE ratio of 16 (that can maintain that 10% growth year after year) than a company that grew at 50% yoy with revenues let's say for argument sake $100 million and a PE ratio of 75 that will have a tough time maintaining that 50% growth as revenues get close to the $1, $50, or $100 billion mark!

    Bottom line is I would stick with Apple until it start missing ...
    Sep 5, 2014. 08:45 PM | 9 Likes Like |Link to Comment
  • China Mobile Deal Will Be Big For Apple, But Not That Big [View article]
    I would like to know what stocks his and his family portfolio has (I would short those), and what other shorts he has (so I can buy long). Every analysis I have read states that at a minimum it would add $4.00 bottom line! Also, I LOVE SA, I start buying calls in February 2013, and have made 8 purchases with strike prices from $400 to $520 and I have netted $87,005.08 with 1 April $520 call and 5 April $470 calls left. I had hoped to sell them before the end of this year, but looks like I will wait until closer to the 1st QTR earnings report. Then I will sell, watch these SA "writers" write the worse is to come, watch their followers take the stock down, and then buy +6 months out calls again!

    What a life!
    Dec 10, 2013. 03:59 PM | 8 Likes Like |Link to Comment
  • The iPhone 6 May Have A Longer Upgrade Cycle - If So, Expect Unit Sales To Fall [View article]
    Mr Blair:

    Thank you for the "Article of meaningless garbage!" No company (except your beloved Blackberry, stands still in this market. Why do you (except for the reason you are short the stock and losing your shirt - and much more), would you write an article completely ignoring the new markets Apple is getting itself into (the Apple Watch and Apple Pay just being two of them). Why do you think Apple is calling these two new venture "Apple" rather than "i"? Why do you think Apple can afford to buy back stock, increase spending in R&D ... Do you think that Apple doesn't see that the "Better they make the i-Phone" the longer people will wait to upgrade to the next model? You didn't even do any research to find out that even though the smart phone market is declining, that Apple share is now growing! Keep your LONG position in BBRY and stay SHORT AAPL - that will make the rest of us rich!

    I love your articles when the point out all the things Apple is doing "right" and then you spoil it by saying - it won't last forever ... but is your short position five or ten years out?

    The investors of Apple thank you for putting all your money on the wrong side, we gladly take your money (for the next 5-10 years)! :)
    Dec 3, 2014. 11:44 AM | 7 Likes Like |Link to Comment
  • Apple Will Post A Strong Finish To 2014 - The Real Test Will Be Fiscal Q1 [View article]
    I may be stupid, but you use statistics in a way to "benefit" your argument. Comparing Apples 10 Million sold over a weekend to 60,000 sold in 5.2 seconds! Well, take the total hours that customers could actually buy the iPhone 6 and divide that into the 10 million, then compare Mr. Blair! On every dip like this, I buy more of the calls for 2016 and will be taking my profits to the bank. How long will it take you to get even from the over $1 million of losses you have had with Apple. Hint, you better make your money fast on Blackberry (and get out), before you ride that down to bankruptcy! Also, short term memory - when Apple fixes the IOS problem and report earnings, you better be out of your short position(s), then you can get back in at a higher strike price! That is the way the game is played.
    Sep 25, 2014. 10:24 AM | 6 Likes Like |Link to Comment
  • Facebook: 5 Different Insiders Have Sold Shares This Year [View article]
    Get real! What about all the options these insiders purchased? Boy, I am panic by this article - NOT! Is this why UBS raised their price target to $72.00?

    You must admit (even though you are always looking at Insider Selling as only NEGATIVE) - that these sells were already known months before, the 6,210,899 shares sold (Nov - Jan) lost out on $46,395,000+ just on the share price increase today (assuming a $61.00 sales today), and gee maybe they have a bill or two to pay - but a second home for cash, buy a new car, pay property taxes, or even pay taxes. What a concept.

    Why would any of these persons buy stock in FB when all they have to do is exercise some options?

    Get a life ...
    Jan 30, 2014. 02:21 PM | 6 Likes Like |Link to Comment
  • Facebook: Good For Speculation, Not Investment [View article]
    I agree with "nun" - first off, the "insiders" must report to the SEC that they intend to sell their shares (or buy shares) well in "advance" of when you SA "writers" start telling your readers "Look at all the INSIDER SELLING!" It is NO surprise if you watch the SEC filings which should be a part of your homework when following a stock.

    Insiders sell for a number of reasons, to buy a house, pay taxes, give monetary gift, the list goes on, but let's include one more for argument sake - they may want to diversify their holdings as year over year they "exercise" the maturing options they get!

    You rationalize on thing when you bring up the point about insider selling - that is can only mean that the insider thinks the stock is going to go down (so you sensationalist try to help it go down),

    And as far as the stock going to $20 ... you got it from the same place the $100 got their price target! The stock price will keep rising as FB keeps reporting better earnings quarter after quarter, but be prepared to sell a little when the they miss...

    Enjoy the ride! Yes I am LONG FB.
    Dec 20, 2013. 12:40 PM | 6 Likes Like |Link to Comment
  • The Apple Comeback Begins [View article]
    I agree with most of what was said in the comments, but if you take the cash out of the PE calculation, the PE would be a little above 6. So the $20 was no surprise to me, but it should have been more! Also not only the beat in the report and the large buy back, but the short covering as well.

    Even as the stock went up, the SA writers were trying to spin the better than expected results into a negative for Apple. So I am hoping all the shorts didn't cover, and the next little pop in Apple, (after the sane analyst start raising the price targets), will be forcing the shorts to cover more!

    A more realistic price for Apple is closer to $500 then $400. Get ready for the next move up!
    Jul 25, 2013. 07:38 PM | 6 Likes Like |Link to Comment
  • Apple Pay will contribute little to profit, Nomura analyst says [View news story]
    Maybe I am stupid (or something), but $.13 times almost 6 billion in share count (rounded) is $780 M to the bottom line, and your are stating the top line will rise from $400M to $1.2B? With this Apple pay, I would guess the costs would be relatively minor for Apple and that the margin would be almost 100% , so if the top line rises $1.2B, the bottom line would rise $1.2B. Secondly, Do you even know how many transactions and for that matter how many dollars are transacted on a daily basis? Do you think Apple would get into this business if it were only to capture $1.2B a year? Who are you trying to BS? Apple will capture more of that market than $1.2B and most of it will flow down to the bottom line. This and the Apple Watch will add to the great ecosystem they already have going.

    Yes, I am long Apple too! Yes the percentage of growth of the top line and bottom line will definitely decrease as Apple comes closer to the $1 Trillion mark, but I would much rather be with a company that grows even 5%-10% on what Apple already does (top and bottom line and generating cash) than one that grows 50% on $100 Million (wouldn't you)!
    Sep 12, 2014. 08:52 PM | 4 Likes Like |Link to Comment
  • Apple Set For Strong Sales Of iPhone 6 In Just A Few Weeks - But Is It Too Little, Too Late? [View article]
    All I can say to Mr. Blair is "THANK YOU." When I get ready to sell my 20 Apple 100 call options (January 15, 2016) at a huge profit (I also have the $95.71 calls 20), I will be hoping you have written dozens more articles tell investors what a "great company" Apple is and giving all the positive statistics you note in your articles (see investors are smarter than you, they look at your statistics and see all the positives while you stress and try to influence them that these are negative). This saves investors plenty of time, as they depend on your statistics and numbers! Thanks for doing the research, I would just hope that one day you learn how to read and interpret them (instead of trying to tell people they are really bad and "I am short" Apple)!

    I am long, and I will be for a while longer...thanks to you I have made money! My problem is now I have to pay taxes on it (except for the 40 calls I haven't sold). I bought those using your money! Thanks!
    Aug 28, 2014. 12:37 PM | 4 Likes Like |Link to Comment
  • Quantifying Apple's Strategic Errors [View article]

    My wife and I were taken to lunch by my MS Broker in December 2013, and told that we had the highest return in the whole MS Office. It was over $100k, and the fact of the matter is I buy the APPL Options and cashed in over $80k profits in 2013 for that alone.

    Every time Apple hits the road block, (like these past earnings), I buy far enough out and a little bit above the trading price after the big drop, then just wait. I sell about 30 days out. I keep repeating this.

    The only thing I have to say about the article and your stand is, you made some of your money back (and I hope you took advantage of the drop after earnings to lock that recovery), but I still think that Apple with the Revenues it produces and the Net Income it produces, does have to have a massive PERCENT increase to satisfy stock holders. I would much rather see a 10% increase in Apples top line (or bottom line), than a 50% increase in a stock like TWITTER!

    But thank for the read from the other side. If I have made that much money on my side (Long - Calls), somebody has lost that much on the Short side :) !
    Feb 13, 2014. 12:47 PM | 4 Likes Like |Link to Comment
  • Apple: A Reversal Of Fortune Seems Inevitable [View article]

    Maybe one day you will not use % growth to measure a company like APPLE! Just remember you can use statistics in percentages to prove your point, but the real fact of the matter is this: Would you rather have 12% growth (we are only talking about top line here) of $100 Billion with PROFITS, or 24% for a $10 Billion company with LOSSES?

    Hedging or not, you must have lost a lot on APPLE short position, because I have profited HUGE on APPLE calls! I still have JAN 15 70's, JAN 16 95.71, and JAN 16 100 left! Even though I still have 10 contract left of the 70's that investment has returned over 275% and the remaining 10 are basically at $0.00 cost, so you can do the math. We will see what the market has in store for APPLE, but to me Apple has a much better chance to go to $110 - $120 (a 17% - 26% increase in value) before January 2016 than $78 - $68 (a 17% -26% decrease in value)!

    All numbers obviously rounded numbers just to give you a look, and also after split!

    Mr. Blair, you talk a big talk, but one day, you should step up and state you were wrong about APPLE. Let me state this, I notice every time the stock has bumped up in price and then as a two or three day losing streak, one of your APPLE is Doomed articles comes out. It gets all the "Pro" APPLE side excided and they write back, but I am a LONG term investor, and hold stock that I feel are under-valued for at least two years (ie. FB which I have owned since 1 1/2 years before it went public, F, GM,[New], GE, and some REIT's stocks), and enjoy the ups and downs of a market (new entry points when down). However, when I started buying APPLE Calls, I've turned into a little different investor ... however I by at least 1 year out options.

    So thank you for being so negative with APPLE, and as long as I am playing with the houses money (by the way a total of over $160k in a year and 1/2) I will be a strong supporter of APPLE when it goes down 3-7% and buy LEAP's, and a seller when it gains the 3-7% ++ back.

    So keep losing you shorts ... and keep using your statistics, and I will keep taking your money to my MS account! Thanks.
    Aug 9, 2014. 12:11 PM | 3 Likes Like |Link to Comment
  • 3 Insiders Are Selling Apple [View article]
    I put Markus in the same boat as other SA "Authors" (Tim W. when he declared last September that Facebook would hit $0.00 before it ever reached $40 - - matter of fact he hasn't published anything since then about Facebook). BUt Apple is Apple - and the long term investor has always done well - especially around the corner from some "Product Releases."

    So hold on to your stock, until the product releases, and then see what you need to do.

    There was another article about how FB "Insiders" sold their stock (yes when it went public - and they had held on to it for numerous years)! That too was a most ridiculous article to write! It was spelled out in the S1 and all the amendments!
    Aug 5, 2013. 05:45 PM | 3 Likes Like |Link to Comment