JUDOKA's Comments JUDOKA's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/1108117/comments Reflections On The Current State Of Apple http://seekingalpha.com/article/1334891/comments?source=feed#comment-18995171 18995171 Sun, 19 May 2013 10:15:18 -0400 The Bigger Picture Apple Investors Are Missing http://seekingalpha.com/article/1418391/comments?source=feed#comment-18622721 18622721 Thu, 09 May 2013 10:28:58 -0400 How Apple Let Its Shareholders Down http://seekingalpha.com/article/1405771/comments?source=feed#comment-18499441 18499441 Mon, 06 May 2013 13:34:12 -0400 Apple Bonds Are Good For The Economy http://seekingalpha.com/article/1400231/comments?source=feed#comment-18416271 18416271 Fri, 03 May 2013 15:09:06 -0400 What Tim Cook Must Do To Turn Apple Around http://seekingalpha.com/article/1389511/comments?source=feed#comment-18320501 18320501 Wed, 01 May 2013 13:07:26 -0400 Shame On You, Apple http://seekingalpha.com/article/1389491/comments?source=feed#comment-18320251 18320251 Wed, 01 May 2013 13:02:18 -0400 Apple: Massive Buyback Powers Shares After Hours http://seekingalpha.com/article/1363751/comments?source=feed#comment-18313661 18313661 Wed, 01 May 2013 11:02:33 -0400 Early chatter on the Apple (AAPL) debt offering has 3-year paper priced around 35 basis points over comparable-maturity Treasurys and 10-years priced 90-95 bps above (Microsoft priced at +70). The 3-year Treasury currently yields 0.31%. Borrowing at 0.66%, Apple can buy back shares yielding nearly 3% (with free cash flow yield far higher than that). http://seekingalpha.com/currents/post/981611?source=feed#comment-18277391 18277391 Tue, 30 Apr 2013 13:31:49 -0400 Apple (AAPL +1.9%) has already received $40B+ worth of orders for a 6-part debt offering expected to price later today, Reuters reports, while adding the company is expected to issue at least $15B in debt. 3-year, 5-year, 10-year, 30-year, and floating-rate notes are said to be part of the package. Meanwhile, Jefferies' Peter Misek (hit-and-miss with his iDevice predictions) says a bigger iPhone will likely arrive in June '14. (bond yields) http://seekingalpha.com/currents/post/982561?source=feed#comment-18277311 18277311 Tue, 30 Apr 2013 13:30:07 -0400 As Apple (AAPL +2.5%) surges above $425, a French site leaks an apparent sales doc for Japanese carrier KDDI that states iPhone 5S pre-sales will start on June 20 (shortly after the WWDC conference) ahead of a July launch. The doc also claims the 5S will have a 13MP camera and fingerprint reader. It's possible the launch info is dated - there have been multiple reports the 5S launch has been pushed back to Aug./Sep. from July. Also: KGI Securities, which has a pretty good track record, reports new MacBook Pro/Air models will arrive at WWDC, and that display yield issues will likely push back retina iPad Mini mass-production to October. (S-3 filing) http://seekingalpha.com/currents/post/977851?source=feed#comment-18229131 18229131 Mon, 29 Apr 2013 12:45:02 -0400 Apple's Shareholder Program: The Day The Music Died http://seekingalpha.com/article/1379151/comments?source=feed#comment-18229011 18229011 Mon, 29 Apr 2013 12:41:35 -0400 Apple's Shareholder Program: The Day The Music Died http://seekingalpha.com/article/1379151/comments?source=feed#comment-18210811 18210811 Mon, 29 Apr 2013 01:25:47 -0400 Apple: Massive Buyback Powers Shares After Hours http://seekingalpha.com/article/1363751/comments?source=feed#comment-18085171 18085171 Thu, 25 Apr 2013 12:38:45 -0400 To no one's surprise, investors are enthusiastic about buying debt from a very profitable large-cap with $145B in cash/investments and (currently) no debt. Apple's (AAPL) plans to borrow (and thereby avoid paying taxes on offshore cash) to help pursue its goal of returning $100B to shareholders by the end of 2015 has already led many institutions to express interest, and S&P and Moody's to respectively assign ratings of AA+ and Aa1. Some think Apple, whose rates will likely be well below the 3% dividend yield now offered by its stock, could raise over $50B. http://seekingalpha.com/currents/post/968731?source=feed#comment-18078201 18078201 Thu, 25 Apr 2013 10:41:11 -0400 Apple Investors Are Missing The Big Picture http://seekingalpha.com/article/1370331/comments?source=feed#comment-18078101 18078101 Thu, 25 Apr 2013 10:39:45 -0400 To no one's surprise, investors are enthusiastic about buying debt from a very profitable large-cap with $145B in cash/investments and (currently) no debt. Apple's (AAPL) plans to borrow (and thereby avoid paying taxes on offshore cash) to help pursue its goal of returning $100B to shareholders by the end of 2015 has already led many institutions to express interest, and S&P and Moody's to respectively assign ratings of AA+ and Aa1. Some think Apple, whose rates will likely be well below the 3% dividend yield now offered by its stock, could raise over $50B. http://seekingalpha.com/currents/post/968731?source=feed#comment-18075211 18075211 Thu, 25 Apr 2013 09:47:48 -0400 Apple: Massive Buyback Powers Shares After Hours http://seekingalpha.com/article/1363751/comments?source=feed#comment-18032751 18032751 Wed, 24 Apr 2013 11:27:15 -0400 Apple Earnings Preview: Guidance Achievable, Tim Cook Aims To Beat Expectations http://seekingalpha.com/article/1359551/comments?source=feed#comment-17973621 17973621 Tue, 23 Apr 2013 09:19:31 -0400 Apple Earnings Preview: Playing The Analyst Game http://seekingalpha.com/article/1357221/comments?source=feed#comment-17926781 17926781 Mon, 22 Apr 2013 08:54:19 -0400 Apple: Is It HP All Over Again? http://seekingalpha.com/article/1357491/comments?source=feed#comment-17926541 17926541 Mon, 22 Apr 2013 08:50:45 -0400 Apple's Indoor Location Acquisition: It's About Apps, Not Maps http://seekingalpha.com/article/1355281/comments?source=feed#comment-17926261 17926261 Mon, 22 Apr 2013 08:43:15 -0400 Apple Should Pay Its Tax Bill http://seekingalpha.com/article/1341971/comments?source=feed#comment-17746081 17746081 Wed, 17 Apr 2013 14:07:00 -0400 Apple Should Pay Its Tax Bill http://seekingalpha.com/article/1341971/comments?source=feed#comment-17745951 17745951 Wed, 17 Apr 2013 14:05:38 -0400 Apple Should Pay Its Tax Bill http://seekingalpha.com/article/1341971/comments?source=feed#comment-17651041 17651041 Mon, 15 Apr 2013 13:17:25 -0400 Why I Would Sell Apple If It Rehires Ron Johnson http://seekingalpha.com/article/1341891/comments?source=feed#comment-17648241 17648241 Mon, 15 Apr 2013 12:28:51 -0400 Apple (AAPL -1%) roundup: 1) Backing up a recent CNET report, The Verge's Greg Sandoval reports an iRadio deal with Universal is imminent, and one with Warner Music is "close behind." In spite of efforts to secure discounts, royalty rates are said to be "close to what Pandora (P) pays." 2) RBC has cut its PT to $550 from $600, citing weak FQ2 demand. New products are seen providing a 2H lift. 3) More iRumors from Brian White, whose track record is mixed. He thinks the 5S will have a fingerprint scanner (previous), and says there could be a project to build a bigger iPhone. But he hedges his past remarks about the 5S arriving in multiple sizes. http://seekingalpha.com/currents/post/940361?source=feed#comment-17546921 17546921 Fri, 12 Apr 2013 12:23:16 -0400 Reflections On The Current State Of Apple http://seekingalpha.com/article/1334891/comments?source=feed#comment-17496471 17496471 Thu, 11 Apr 2013 11:55:38 -0400 Foxconn parent Hon Hai (HNHAF.PK), which is believed to get 60%-70% of its revenue from Apple (AAPL +1.2%), reported a 19% Y/Y drop in calendar Q1 sales to $27B. KGI Securities: "A quarterly decline was expected, but not a yearly decline ... This shows that Hon Hai's revenue depends too much on Apple, and iPhone orders corrected more than expected." Nonetheless, Apple is following the tech sector higher, a possible sign a weak Q1 is priced in. http://seekingalpha.com/currents/post/935741?source=feed#comment-17450201 17450201 Wed, 10 Apr 2013 11:41:33 -0400 Apple Has Become The Most Underrated Stock http://seekingalpha.com/article/1330231/comments?source=feed#comment-17410241 17410241 Tue, 09 Apr 2013 13:57:16 -0400 "After our meeting with a tech-supply chain company, we walked away with the view that Apple will release the iPhone 5S in at least two screen sizes this summer and possibly three," says Topeka's Brian White. "We believe Apple is coming around to the fact that one size per iPhone release does not work for everyone," he adds. Last week, the Apple (AAPL -0.6%) perma-bull/supply-chain tracker predicted a TV with a ring accessory will arrive. Meanwhile, Digitimes reports 5th-gen iPad production will commence in the July-August timeframe; that's in-line with earlier reports. http://seekingalpha.com/currents/post/933001?source=feed#comment-17399181 17399181 Tue, 09 Apr 2013 10:26:33 -0400