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kentgolden

kentgolden
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  • Demographics, Manias And The Short Case For Apple Explained [View article]
    They weren't in line to buy gold, they were in line to sell gold.
    Dec 4 01:24 AM | Likes Like |Link to Comment
  • Amazon planning to deliver products using drones [View news story]
    Although It would be interesting if I ordered an octocopter and it could deliver itself.....
    Bezos was impressive in the interview. Not sure of his height though.
    Dec 1 10:24 PM | 2 Likes Like |Link to Comment
  • Amazon planning to deliver products using drones [View news story]
    The 60 minutes episode showed the amazing capabilities of Amazon's delivery infrastructure and led up to this great reveal of the next big thing from Amazon. And it's toy drones delivering no more than a five pound payload! Interesting science experiment but to see Bezos seriously asserting this was a priority for Amazon was a bit disillusioning. And good luck having FAA ever approve this. It takes 20 years to add a runway to existing airports....

    But still, Amazon infrastructure and processes are amazing. And AWS really a tremendous operation. But c'mon drones....
    Dec 1 09:11 PM | 1 Like Like |Link to Comment
  • Apple: Keep Calm And Watch Others Flop [View article]
    Official China news outlet has article talking about 4G release on December 18. States that: "Apple Inc is also set to introduce iPhones supporting the 4G network in China, industry insiders said. The US giant and China Mobile are in negotiations over the 4G iPhone and they will launch it officially on December 18."

    Maybe it's a confusion in translation but also could be an accepted outcome within official China?
    Full article at: news.xinhuanet.com/eng...
    Nov 27 12:31 PM | 1 Like Like |Link to Comment
  • Apple nears Oct. high amid reports of improving supplies, order pickups [View news story]
    From 'Official' Chinese news outlet:

    Commercial 4G to start December 18
    English.news.cn 2013-11-25 09:17:24
    By Zhu Shenshen

    BEIJING, Nov. 25 (Xinhuanet) -- China will start commercial 4G mobile communications services on December 18, bringing the most advanced telecommunications technology to the country’s more than 1 billion mobile users.

    China Mobile, the country’s No. 1 mobile operator with over 700 million users, will start 4G services on that date with a new brand He, meaning harmonious in the Chinese language.

    China is expected to issue licences for 4G before the telco’s new services start.

    “It will be a national event and users are allowed to apply for 4G services without changing numbers,” said a Shanghai Mobile official.

    Users in Beijing, Guangzhou and Chongqing will be the first to enjoy commercial 4G, or fourth generation, services. Shanghai, which is still building a citywide 4G network, will launch the services later.

    Though China is the world’s biggest mobile phone market with more than 1 billion users on its mainland, it lacks the 4G technology that is used in some other countries and regions including the United States, South Korea, Japan, Singapore and Hong Kong.

    The 4G phone will become rapidly popular on China’s mainland, thanks to the low cost of 4G phones, according to Li Yue, China Mobile’s president, who expects some 4G phones priced below 1,000 yuan (US$162) to appear in the second half of next year.

    Apple Inc is also set to introduce iPhones supporting the 4G network in China, industry insiders said. The US giant and China Mobile are in negotiations over the 4G iPhone and they will launch it officially on December 18.

    China Telecom and China Unicom are now Apple’s carrier partners for its smartphone on the Chinese mainland.
    Nov 27 08:23 AM | 2 Likes Like |Link to Comment
  • Apple Beats But Treated As Second Class [View article]
    Despite a plan by Apple to offer more "realistic" guidance, it seems to me that they still have a tendency to lowball this guidance. It seems also a precedent set that Apple will offer modified guidance mid quarter once something significant occurs (such as 9M phones in release weekend). My premise this will occur sometime this quarter after a China Monile announcement. I also think that this announcement will be made by China Mobile and not Apple. Not that this realy matters who makes the announcement but I think that mark stay have been expecting (hoping) that this occurred with Apple earnings. I think China Mobile imminent as they had a weak quarter and they need to get on this sooner not later, just that they are still trying to squeeze some more than current pricing concessions. Maybe this occurs with an overall global dropping of 5C pricing (in my opinion initially priced too high). This gives a victory for China Monile and also a reason for Apple to correct this pricing without losing too much face while waiting sufficent time to overcome complaints from initial purchasers of 5C. Seems like China market is recovering quite well and I think this market currently highly skewed to 5S and this remains a husky desirable status item, even more a reason that China Mobile needs to get onboard. Not sure why Apple has this propensity to lowball (maybe to keep prices in check whilemtheynare still in the share purchase business?). But seems like there will be some opportunities for raised guidance (China Mobile or even a good opening weekend for the iPad Air and/or whenever they release the Mini retina)
    Oct 29 09:32 AM | 1 Like Like |Link to Comment
  • Apple Beats But Treated As Second Class [View article]
    Despite a plan by Apple to offer more "realistic" guidance, it seems to me that they still have a tendency to lowball this guidance. It seems also a precedent set that Apple will offer modified guidance mid quarter once something significant occurs (such as 9M phones in release weekend). My premise this will occur sometime this quarter after a China Monile announcement. I also think that this announcement will be made by China Mobile and not Apple. Not that this realy matters who makes the announcement but I think that mark stay have been expecting (hoping) that this occurred with Apple earnings. I think China Mobile imminent as they had a weak quarter and they need to get on this sooner not later, just that they are still trying to squeeze some more than current pricing concessions. Maybe this occurs with an overall global dropping of 5C pricing (in my opinion initially priced too high). This gives a victory for China Monile and also a reason for Apple to correct this pricing without losing too much face while waiting sufficent time to overcome complaints from initial purchasers of 5C. Seems like China market is recovering quite well and I think this market currently highly skewed to 5S and this remains a highly desirable status item, even more a reason that China Mobile needs to get onboard. Not sure why Apple has this propensity to lowball (maybe to keep prices in check whilemtheynare still in the share purchase business?). But seems like there will be some opportunities for raised guidance (China Mobile or even a good opening weekend for the iPad Air and/or whenever they release the Mini retina)
    Oct 29 03:23 AM | Likes Like |Link to Comment
  • Apple Beats But Treated As Second Class [View article]
    Despite a plan by Apple to offer more "realistic" guidance, it seems to me that they still have a tendency to lowball this guidance. It seems also a precedent set that Apple will offer modified guidance mid quarter once something significant occurs (such as 9M phones in release weekend). My premise this will occur sometime this quarter after a China Monile announcement. I also think that this announcement will be made by China Mobile and not Apple. Not that this realy matters who makes the announcement but I think that mark stay have been expecting (hoping) that this occurred with Apple earnings. I think China Mobile imminent as they had a weak quarter and they need to get on this sooner not later, just that they are still trying to squeeze some more than current pricing concessions. Maybe this occurs with an overall global dropping of 5C pricing (in my opinion initially priced too high). This gives a victory for China Monile and also a reason for Apple to correct this pricing without losing too much face while waiting sufficent time to overcome complaints from initial purchasers of 5C. Seems like China market is recovering quite well and I think this market currently highly skewed to 5S and this remains a highly desirable status item, even more a reason that China Mobile needs to get onboard. Not sure why Apple has this propensity to lowball (maybe to keep prices in check while they are still in the share purchase business?). But seems like there will be some opportunities for raised guidance (China Mobile or even a good opening weekend for the iPad Air and/or whenever they release the Mini retina)
    Oct 29 03:19 AM | Likes Like |Link to Comment
  • TiVo Is Worth A Replay At $10 A Share [View article]
    tivo just came out with the tivo stream and it only works with iOs devices. Not android. Reading between the lines but an interesting limitation..

    But tivo could be an apple acquisition and then some partnerships with a big provider like comcast? Tivo has some good patent protection in this area that might be good for apple at cheap acquisition price. Plus apple needs to spend some money and this would be a high publicity at a cheap cost and would indicate apple is making progress on the TV front.
    Mar 13 08:41 AM | Likes Like |Link to Comment
  • TiVo: A Cheap Stock Going Forward [View article]
    Tivo just came out with the tivo stream and it only works with iOs devices. Not android. Reading between the lines but an interesting

    But tivo could be an apple acquisition and then some partnerships with a big provider like comcast? Tivo has some good patent protection in this area that might be good for apple at cheap acquisition price. Plus apple needs to spend some money and this would be a high publicity at a cheap cost and would indicate apple is making progress on the TV front.
    Mar 13 08:38 AM | Likes Like |Link to Comment
  • Cirrus Logic: A Great Place For Apple To Invest Some Cash [View article]
    Technically CRUS doesn't actually manufacture anything. They are a fabless chip design firm that farms out the actual manufacture of their chip designs. So actually stays consistent with Apples reluctance (as you note) to manufacture their own products.
    Feb 22 04:15 AM | Likes Like |Link to Comment
  • Apple's $1,000 A Share Solution [View article]
    Mini options for 10 shares instead of 100 are supposed to be on the way to include AAPL should be able help you out.

    http://bit.ly/12Py0j0
    Dec 26 04:09 PM | Likes Like |Link to Comment
  • Apple's Valuation Is Very Reasonable [View article]
    The $51 billion cash (and equivalents) figure was for Q1 2011 quantity calculations (not the current cash and equivalent value)
    Dec 4 08:22 AM | Likes Like |Link to Comment
  • Short-Term Sell Signal On Apple [View article]
    I forgot to mention earlier (and speaking of gobbledygook), this is from your article: "As an example, at present the algorithm is assigning zero weight to traditional fundamental criteria such as price earnings ratio, growth rate, price sales ratio, book value, etc. The reason is because the algorithm has determined, based on the trading history of Apple, that these factors are not correlated to the stock price."

    All of those factors are EXTREMELY related to stock price. For AAPL and every other equity in the world. How does an algorithm determine those factors are not correlated (when factually they are) unless the author of the algorithm makes that rather wild assumption in the first place?

    As someone mentioned earlier, show your list of previous buy/sell signals on AAPL to show your gobbledygook algorithm works and works consistently. I wish I could short you. Actually probably would work to subscribe to your service and do the opposite of what a mush like you advises.
    Feb 19 09:25 AM | Likes Like |Link to Comment
  • Short-Term Sell Signal On Apple [View article]
    People bought the 4S because it was the new apple iPhone. No one bought it because of Siri. Siri was a novelty when it came out and still is. AAPL fundamentals, highest global product preference, extremely great margins and ever growing revenue and EARNINGS drive this issue. Your analysis that the stock is due for a correction with sayings like investors and analysts are highly inductive and don't take into consideration that earnings projections were based on Siri show you are rather simple minded in your analysis ( not to mention factually incorrect). But good call getting out at 525. Now pay taxes on your gains and have to buy it back in the 500+ range as you have said it is on its way to 1000. Although that will be a slow and steady ride more suitable for prudent and patient investors
    Feb 17 10:54 AM | Likes Like |Link to Comment
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