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  • Taylor Swift > Apple [View article]
    Apple management is smart not to mess with Taylor Swift. I do have some concern about the court appointed oversight attorney weighing into this decision. Payola for the artists vs Spotify. Hmmm.

    I love Taylor Swift and her free wheeling attitude. She has power and popularity on her side. The course often see it differently.
    Jun 22, 2015. 10:35 AM | 5 Likes Like |Link to Comment
  • Here's Why Apple Is Weak Since Earnings [View article]

    You are just flat out wrong. Apple customers have money. Android customers generally do not have money. If your goal is profits, what customer base would you want to to sell into? I'm so ready to cut the cord on Direct TV if it wasn't for "live" sports. If Apple offers a slim down version of Direct TV or Cable - I'm there. Enough said.
    May 9, 2015. 06:43 AM | 3 Likes Like |Link to Comment
  • Apple: Here's Why The Stock Will Take Out $140 Before The End Of May [View article]
    Carl Ichan shared his theory of a short squeeze based on institutional fund managers under owning Apple and Apple's growing percentage of various index's/ETF's. A move toward 150 could trigger this to happen.

    Long Apple. This stock has been very, very good to me.
    May 4, 2015. 08:55 AM | 5 Likes Like |Link to Comment
  • Here's Why Apple's Huge Cash Pile Is Now One Of Its Biggest Problems [View article]
    Perhaps TC and the Apple Board is waiting for a new administration to make a tax deal? Obama and Reid will be out. Schumer and Clinton/Rep will make a deal.
    Apr 30, 2015. 10:30 AM | 10 Likes Like |Link to Comment
  • Apple Fiscal Q1: Eye-Popping Results To Come [View article]
    I recently purchased two iPhone 6+'s through Verizon. The size of iOS8 pushed me into the 64GB category. This has to push AVS price dramatically higher? If your projection of 68M is correct - Apple shares are on track for $130 (Technical Analysis).
    I'm curious to how many customers switched from Samsung to Apple due to larger screen size? I'm seeing much more of this in the past 3 months than ever before.

    Long Apple.
    Jan 22, 2015. 08:27 AM | 12 Likes Like |Link to Comment
  • Is It Time To Short Apple? [View article]
    A couple of issues with Doug Kass: 1) ASP 6/6+ is projected to increase 13% in 2015 ($685) due to increasing storage. 2) Apple is also projected to generate $65B in 1Q sales. The past two April Shareholder meetings produced major financial engineering. The amount of cash generated in1Q will allow for another "cash to shareholder" opportunity. 3) ApplePay, Beats/iTunes refresh, iHealth and IBM revenues will grow and lessen revenue declines between new product intro's.

    No doubt profit takers will put pressure on Apple shares. Doug Kass would love to re-create the same scenario Apple shareholders would like to forget about in 2012.
    Dec 11, 2014. 11:17 AM | 2 Likes Like |Link to Comment
  • What's Driving Our $120 Price Estimate For Apple? [View article]
    Apple share price is largely dependent on Mr. Market - short term. Long term- what's not to like about a company selling product as fast as they can make it. ASP moving from $605 to $685is a 13% move. Apply that to the law of large numbers.

    Long Apple!
    Dec 11, 2014. 09:13 AM | 1 Like Like |Link to Comment
  • Why Estimates Of A 1 Trillion Market Cap For Apple Are Still Far-Fetched: Fundamental And Algorithmic Analysis [View article]
    The last time Apple experienced a meteoric rise and eventual top - sharp corrections like yesterday's took place. It created excellent trading opportunities. The higher Apple moves - the more pressure there will be on January EA. Violent moves took place 2 weeks ahead of EA. If you are long Apple - make sure you are ready. The past two days is just a warm up.

    Long Apple!
    Dec 2, 2014. 10:30 AM | 2 Likes Like |Link to Comment
  • Will Apple Go Too Far With Beats Music? [View article]
    As a long term Apple shareholder - I'm pleased with TC's strategic moves to increase the strength and value of the Apple ecosystem. Beats, Apple Pay, iBeacon, iHealth and integration into a wearable device keep me feeling positive about Apple.

    Execution is always key.

    Long Apple
    Dec 2, 2014. 10:18 AM | 1 Like Like |Link to Comment
  • Apple's New Television Opportunity [View article]
    Hope you have been short. Thanks for your money. LOL
    Oct 31, 2014. 07:52 AM | 1 Like Like |Link to Comment
  • Update: Apple Q4 '14 Earnings [View article]
    This article is a bit premature. Apple trades to a well established script. It runs up into product introductions, sells off the day of product intro, usually trades down for the remainder of 3Q (share buybacks mitigated this move) and runs up into the holiday season. This product cycle has been no different. The best is yet to come once options positions are unwound!

    Long Apple into the holidays.
    Oct 21, 2014. 08:08 AM | 1 Like Like |Link to Comment
  • Apple Watch Is Out... Investors Should Watch Out [View article]
    Michael - you've been wrong so many times. Throw another one on the pile. The watch will be a hit.
    Sep 10, 2014. 08:08 AM | 3 Likes Like |Link to Comment
  • 3 Reasons The Apple Launch Disappointed [View article]
    Anything short of bringing Steve Jobs back from the dead isn't going to be good enough. Let's see how sales/margins do in the 4Q? I shielded my position with protective puts. My toughest decision will be - how far will Apple pull back? I placed my Put position when Apple was +3.25 yesterday.
    Sep 10, 2014. 08:06 AM | 1 Like Like |Link to Comment
  • Apple iPhone 6: iPhone 5 Déjà Vu Or New Highs? [View article]
    I have accumulated a rather large position in Apple since it's rebound from $395 pre-split. It's difficult to project how Apple stock will perform - however, the company is being managed differently from a shareholder's perspective. I've purchased the October 95 Puts as insurance against my position. If the stock rockets higher - I'll gladly give up the $1.80 per contract. I find this a better option than writing covered calls. If Apple drops to $80 - I can stick my position to someone at $95 and consider my next move. We'll find out soon!
    Sep 8, 2014. 03:33 PM | 2 Likes Like |Link to Comment
  • Apple: A Record Quarter That Slightly Disappointed [View article]
    Flyerguy 1300: The real test for TC is the design, production, marketing and launch of a new product. We'll find out this fall. However, the iPhone 6 will be a big time revenue and profit generator for Apple. How many iPhone users are over the age of 40? A larger screen will move many iPhone 4 & 4S owners to pony up for a larger screen size.

    And TC has another $40B to protect shareholders on the downside with share buy back. This stock is going higher!
    Jul 23, 2014. 07:46 AM | Likes Like |Link to Comment
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