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JUDOKA

JUDOKA
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  • The Network Effect: Why Apple's iOS Will Win The Platform War Over Google's Android [View article]
    An interesting and well-written article Bert.I sure hope that you are right.Unfortunately,this market only sees as far as the next earnings report or better yet the next "hot" announcement.Apple is not a company that hypes its earnings or announcements.We are in a "dark period" newswise.Hopefully earnings will be OK and not get blasted by the analysts who overestimate the company's quarterly earnings.Right now the stock can not get out of its own way.Cook seems to be having a good China trip.But that is not enough for this skittish market.AAPL traded up nearly twelve points(and was up 12+ premarket)only to be pushed back into red numbers as we speak.If you are correct,the factors you discuss are the things that make for a good long term play on Apple.Unfortunately the players in this market think that long term is settlement date.Again,interesting article.
    Jan 10 12:44 PM | 5 Likes Like |Link to Comment
  • The Fates Of Apple, Best Buy Are Tied [View article]
    Apple has not been in BBY stores for ten years.Apple is a great company.BBY has a failed business plan;even after benefiting from the closing of Circuit City.Trying tp paint these two companies with the same brush is ridiculous!
    Dec 31 03:03 PM | 5 Likes Like |Link to Comment
  • Apple Negotiating Paid Interconnect Deals With ISPs For Their Own CDN [View article]
    What was the source of this information?
    May 20 11:48 AM | 4 Likes Like |Link to Comment
  • Apple Buying Beats May Have A Strong Risk/Reward Profile [View article]
    At this point,everyone is just guessing.The deal isn't even done yet.Mixed reviews by various ANALysts.
    May 12 01:27 PM | 4 Likes Like |Link to Comment
  • Avoid Stratasys For Now [View article]
    Where were you yesterday?
    May 9 10:35 AM | 4 Likes Like |Link to Comment
  • When To Sell Your Apple Shares [View article]
    A dividend thanks investors for holding.With Apple's cash and cash flow the dividend level is not out of order.If the dividend bothers you then watch out,because Cook committed to further annual increases on the after earnings conference call.Apple still has plenty of cash for buybacks,and if by chance Washington eases up taxwise on repatriating cash then so much the better.Next resistance is 640.A little worried about the stock action post-split.
    May 5 01:26 PM | 4 Likes Like |Link to Comment
  • Apple Earnings Preview: Fiscal 2014 Tough; Fiscal 2015 Looking Better [View article]
    Brian,Good article,and for the most part not beating the drum.When a "growth"stock turns to "value"it can take extreme patience to gut out the situation.Cash will never be repatriated with the current attitude toward "business".New products will need to be revolutionary;something out of left field that no one forsees at this time.Meantime,enjoy the dividend increase and enhanced buyback which I believe will come.Apple could replace the cash used for these items in a year or two.They stiil have cash for a meaningful acquisition.They have been very careful in this area;unlike GOOG which has made more than one big losing buy.
    Apr 19 08:58 AM | 4 Likes Like |Link to Comment
  • Apple: The Case Against A Dividend Increase [View article]
    Apple has plenty in reserve.The key is innovation.INTC and CSCO make products that have become commoditized.Apple has been successful at innovation.Some of the products have and will be commoditized,but the innovation is still there.
    Apr 18 09:29 AM | 4 Likes Like |Link to Comment
  • Cook: Apple TV did more than $1B in FY13 sales [View news story]
    The market is not impressed with the meeting content thus far(1:49 PM EST).
    Feb 28 01:50 PM | 4 Likes Like |Link to Comment
  • Apple Increasing Margins And Stock Poised To Surge [View article]
    Nice piece of insight.
    Dec 9 12:25 PM | 4 Likes Like |Link to Comment
  • Is Apple's iPad Losing The Tablet War? [View article]
    Thanks Bandwagon Man
    Nov 4 08:03 AM | 4 Likes Like |Link to Comment
  • Apple's Next Move Revealed? [View article]
    Ashraf, Welcome to the semi-bullish camp.I hope you didn't jinx tonight's earnings report.
    Oct 28 11:28 AM | 4 Likes Like |Link to Comment
  • The Tide Is Turning For Apple [View article]
    Then sell it and quit posting.You like most of the public are a great contrarian indicator.
    Oct 2 11:03 AM | 4 Likes Like |Link to Comment
  • Apple Stays Rotten [View article]
    Exactly who do you advise?I'm sure that after today the demand for your services will dwindle;not that it hasn't already.
    Sep 23 10:18 AM | 4 Likes Like |Link to Comment
  • Apple (AAPL +2%) is rallying for the second day in a row. Jim Cramer is suggesting enough bad news is priced in. "Suddenly the whisper number that is going to be talked about [for FQ3] is going to be so low, that unless they really do badly, they can beat that number ... Maybe Apple everyone is expecting a C, now they come home with a B, we say, Yeah!." Also, UBS' Steve Milunovich argues (in a long-winded note) Apple can maintain premium pricing/margins in spite of intense competition, and that the expected low-cost iPhone "probably won’t be priced below $350-400." [View news story]
    I love AAPL,but quoting Cramer is like asking the village idiot for help with your chemistry homework.
    Jul 2 02:05 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
406 Comments
898 Likes