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JUDOKA

JUDOKA
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  • Stocks That Benefit From Rising Interest Rates [View article]
    What about the market value of their current long term bond holdings??
    Jun 21, 2013. 02:38 PM | 4 Likes Like |Link to Comment
  • The Bigger Picture Apple Investors Are Missing [View article]
    Marshall buddy.Check the news this AM.One of the AAPL suppliers in China is increasing their staff by 40%(that's 40,000 people) anticipating a second half surge in sales.Stay current.
    May 9, 2013. 10:28 AM | 4 Likes Like |Link to Comment
  • Shame On You, Apple [View article]
    Time marches on.This will go down as one of the wisest business moves ever.Buy back stock and forego paying 3% on those shares.Oh,did I mention that dividends paid are not a deduction to the corporation.Borrow at extremely low rates and write off the interest.Result is a positive spread for AAPL.Borrowing rates ranged from .45% on the three year maturity(T+20 bps) to 3.85% for the thirty year maturity(T+100bps).Fin... bugs in that is nitpicking of the highest order.Life goes on,and so does AAPL.
    May 1, 2013. 01:02 PM | 4 Likes Like |Link to Comment
  • Foxconn has frozen hiring at almost all its factories in China, as the company is reportedly slowing production in response to reduced orders for Apple's (AAPL) iPhone 5. With workers' staying at the company for less than 13 months on average, Foxconn's headcount could fall by tens of thousands. [View news story]
    You should be arrested for perpetuating this crap.Foxcon is keeping its workforce at 1.4 million.The only thing they are doing is freezing hiring due to the massive number of employees coming back from the national holiday(Chinese New Year).You are totally irresponsible,and if in the business should be hunted down and censured.
    Feb 20, 2013. 09:26 AM | 4 Likes Like |Link to Comment
  • Lessons Learned From An Apple Bull [View article]
    Capitulation.
    Jan 25, 2013. 10:04 AM | 4 Likes Like |Link to Comment
  • Apple's Shares Are Approaching A Bottom [View article]
    I lolve the negative sentiment.It makes me feel that the author is on the right track.Most of you act like this is your first rodeo.Apple could have done a much better job on the conference call.
    Jan 24, 2013. 10:43 AM | 4 Likes Like |Link to Comment
  • "Investors are worried about iPhone demand, iPad mix, Mac sales and most importantly margins," says BTIG's Walter Piecyk, discussing concerns going into Apple's (AAPL +1.4%) FQ1 report today. Piecyk took a lot of heat for downgrading Apple to Neutral last April, but shares are down 20% since then. He thinks an "old-school" revenue beat is needed to calm investors, but with shares now below 8x FY13 EPS exc. cash and earnings expected to show the first Y/Y drop since '03, expectations have come down. Revenue is expected to grow 18% Y/Y to $54.7B. [View news story]
    Never heard of this guy.Another bucket shop analyst.
    Jan 23, 2013. 11:17 AM | 4 Likes Like |Link to Comment
  • Is There An Apple Disconnect? [View article]
    Very well written,but I have a hard time counting IBM,HPQ,etc as peers.Technology yes,but different animals.
    Jan 8, 2013. 03:27 PM | 4 Likes Like |Link to Comment
  • More on Apple: Topeka's Brian White, he of the $1,111 PT, claims "an insatiable appetite" exists for the iPad Mini in mainland China and Hong Kong, with checks indicating nearly all models are sold out in Hong Kong stores. He also claims Chinese iPhone 5 availability has improved, and that local resellers are calling it the most popular high-end smartphone. (previous[View news story]
    I am very long AAPL,but I wish that this guy would come down with his price target.Any time he speaks it comes off as a self serving diatribe to support his lofty target.I really hope he's right,but too much of his commentary sounds like Preston Tucker.Getting my new iPhone 5 next week.The Nokia I have clung to seems like two tin cans on a string compared to the AAPL models.
    Dec 28, 2012. 12:33 PM | 4 Likes Like |Link to Comment
  • A downbeat note from Macquarie's Daniel Chang could be contributing to today's Apple (AAPL -2.1%) selloff. Chang, who covers Taiwanese names and is downgrading Foxconn (HNHAF.PK) to Neutral, has lowered his FQ1 (Dec. quarter) iPhone sales forecast to 44M from 48M, and his FQ2 forecast to 26M from 28M. Gene Munster, however, is his usual upbeat self: he notes Piper's latest survey of potential U.S. smartphone buyers found 53.3% thinking of getting an iPhone 5; an October survey reported 54.9%. [View news story]
    Do yourself a favor.This may seem fundamental but --- Every time you get an analyst comment on this or any other site,sort them and save them.After awhile you get a sense of who is on top of the situation and who is not.I have done this with the Apple commentary on CNBC(as much as I try not to watch).Maria Bartaromo is the best reverse indicator on Apple.She declared it DOA at 300 two years ago.Between Munster and this other guy I will bet on being right in the middle of their estimates.I am not an analyst;I am an investment advisor.Apple got overhyped,and now it is a pariah.Are they still going to sell a lot of product?You bet.Will their dividend grow?You bet.Have fun with the stock,but stock up on Dramamine.Good luck investing. Judoka
    Dec 13, 2012. 02:44 PM | 4 Likes Like |Link to Comment
  • Apple Is Misunderstood By Both Analysts And The Media [View article]
    I disagree.I am a faithful follower of the financial press.Due to this I have concluded that AAPL will never sell another IPhone,IPad,IMac,IPod or anything that starts with I again.
    Oct 29, 2012. 01:02 PM | 4 Likes Like |Link to Comment
  • Apple's Leveraged Management Buyout Potential [View article]
    Good point.I thought long and hard about the same thing;especially when the stock traded in the low 400's and they had the $150 billion.Interesting speculation.
    Jun 2, 2014. 02:53 PM | 3 Likes Like |Link to Comment
  • Why Apple Is Headed Past $700 Per Share [View article]
    From your mouth to God's ears,but lets get to 615-620 first.
    Apr 30, 2014. 10:19 AM | 3 Likes Like |Link to Comment
  • Deep Dive Into Apple's Gross Margins And What It Means Going Forward [View article]
    Chuck,The stock is going up.Nice to analyze,but do not overthink this.There are more buyers than sellers,and now the former bears are afraid that things are going right.You now can't find the bears with a searchlight.
    Apr 29, 2014. 11:20 AM | 3 Likes Like |Link to Comment
  • Apple Q2 Review And Q3 Outlook [View article]
    Welcome to the party Michael.Glad to have you aboard.You are too smart a guy to be in denial.Keep writing.
    Apr 24, 2014. 08:29 AM | 3 Likes Like |Link to Comment
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406 Comments
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