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  • Mizuho's checks point to July iPhone launch. MS notes institutional selling. [View news story]
    Apple will deliver when they are ready. Sell if you can't handle the wait.
    Feb 27 11:10 PM | Likes Like |Link to Comment
  • Mizuho's checks point to July iPhone launch. MS notes institutional selling. [View news story]
    So many complainers on here. Apple has always been secretive and ONLY releases products when they are ready. They focus on a few things and do those incredibly well. If you are long AAPL you have to be patient. The company is build for the long haul. They will not change their ways to prop up the share price short term.

    Be thankful for that, as retail investors are usually the ones left holding the bag when short focused, Wall Street appeasing companies crash and burn.

    Also, no way an iPhone launches in July. It will be fall.
    Feb 26 08:57 PM | Likes Like |Link to Comment
  • Philip Morris Below $80: Time For A Rebound? [View article]
    Just upped my holdings in PM and MO. Love both companies for my DG portfolio.

    Thanks for the article.
    Jan 31 04:08 AM | 1 Like Like |Link to Comment
  • The Reason Apple Matters [View article]
    I have thought about the split angle also. I think the options market would be unaffected as they would just write more options to offset the split. I do however like the idea of more people being able to own the stock.

    One benefit to the sell off is Apple can acquire more shares in their buy back plan. Ultimately this will reward long term holders.
    Jan 30 04:15 AM | 1 Like Like |Link to Comment
  • Google buying digital thermostat/smoke alarm maker Nest for $3.2B [View news story]
    I actually think this was a savvy buy on Google's part. They get a key person behind the iPod in Fadell along with a string of talented former Apple Engineers and Designers. Nest makes awesome products, a buyout was a guarantee.

    I don't know about the valuation. Time will tell. Google has been known to overpay for IP.
    Jan 14 04:05 AM | 1 Like Like |Link to Comment
  • Philip Morris Hits A Key Dividend Level [View article]
    Thanks for the article Bill. I've been adding PM to my DG portfolio during this slide. I have no problem sitting back collecting the dividend while things turn around.
    Jan 9 03:41 AM | Likes Like |Link to Comment
  • Apple Screwed Up Big Time [View article]
    Completely agree flux.

    For me the value of the iPad comes with the entire package; chipset, ecosystem, build quality, performance, etc. I won't ever be buying an Amazon product because I don't want to be locked into a system which is essentially a shopping mall.

    Competition is good for the consumer. But I don't think Apple has much to worry about with the kindle. If amazon thought they were on even ground they would release their device sales.
    Jan 1 04:12 AM | 11 Likes Like |Link to Comment
  • Intel's 'Richer Mix' Foundry Model [View article]
    Very interesting article! As both an AAPL and INTC long I'd love to see Intel build Apple's chips. I would think Apple would prefer this over Samsung for the right price and advantages. I'm guessing Apple would even pay a slight premium to protect their trade secrets from a proven thief.
    Nov 26 02:59 AM | 3 Likes Like |Link to Comment
  • Bloomberg: Intel asking for $500M for TV business, Verizon thinking big [View news story]
    As an INTC long I never understood why they were trying to get into this game to begin with.
    Nov 25 09:49 PM | 4 Likes Like |Link to Comment
  • Apple Is Its Own Worst Enemy [View article]
    @ petergreyhill
    I have no idea what you're talking about. I've owned Apple products for over 15 years. Including over ten Mac computers, every iteration of iPod, iPhone, and iPad. I can say without a doubt they are the best made products in their category across the board. And don't get me started on resale value vs the competitors.

    I'm not saying that everyone has to be an Apple fan. To each their own. I'm just stating the facts from extensive personal experience.

    A little backstory - before becoming an Apple guy I was a Windows guy. I built PC's for many years because I believed I could build something faster for cheaper than a Mac. I found myself replacing these custom PC's all the time. It wasn't until I decided to try an Apple machine after a friends urging that I realized that you get what you pay for. I've never gone back. The combination of build quality, software and hardware harmony, and customer service is second to none.

    End of rant.
    Nov 20 08:18 PM | 4 Likes Like |Link to Comment
  • Apple Is Its Own Worst Enemy [View article]
    @Jimleo - glad you had a good experience at the Apple store.

    I have had many good experiences dealing with the genius bar throughout my years of owning Apple products. Only one time that I can remember did I feel like the genius was less than helpful. Overall an excellent track record. This is impressive as they're customer base has grown tremendously over the years.
    Nov 19 01:21 PM | 2 Likes Like |Link to Comment
  • Apple Is Its Own Worst Enemy [View article]
    At least you had an Apple store to go to with your issue in the first place. Good luck trying to do the same thing with your new Samsung phones when they have issues.
    Nov 19 02:32 AM | 17 Likes Like |Link to Comment
  • You May Think That The Market Is Overvalued But These Dividend Champions Are Not: Part 1 [View article]
    Thank you for the well informed article. You present many great thoughts on the market in general. I appreciate you sharing your wisdom on SA.
    Nov 14 06:59 PM | 2 Likes Like |Link to Comment
  • iPad Air goes on sale, iPad mini to launch on November 21 [View news story]
    I have my space grey 32 gb iPad air on order. Pick up tomorrow from Apple store.
    Nov 1 05:32 AM | 1 Like Like |Link to Comment
  • I Hit Apple's EPS For The Second Quarter In A Row - Here Are My Initial December Quarter Estimates [View article]
    Thanks for your analysis. Lots of good info there.

    I think there is going to be upside to your iPad estimates. The new iPad Air is going to make a very tough buying decision for people. I suspect ASP will increase above your predicted number of $440. Many people will be upgrading their iPads with this new product cycle.

    Should be a fun quarter. Long AAPL
    Oct 30 03:33 AM | 2 Likes Like |Link to Comment
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