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berylrb

berylrb
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  • Apple: Who Blinks First? [View article]
    That's just sad 45Cal. Remember "your" investment thesis at the time? I Apple still that company? I dare say yes. Consider the implication of Apple providing being a middle person for data plans, is that really bad news!?

    Sometimes there are tumbles due to irrational news, today is one of those days, I've seen plenty having been an AAPL investor since 2004. Roll with the bad news, today is truly a buying opportunity. Look at the charts you'll see recovery after recovery, this stock is undervalued.
    Aug 4, 2015. 08:11 PM | 7 Likes Like |Link to Comment
  • Apple Wireless: Can You Hear Me Now? [View article]
    Maybe what AT&T's latest salvo in the pricing war is to subsidize/prime-loan over two years but you can leave after 1-year. The actual data plan is less, however, the subsidy, which is now transparent is more, so it still in the end is about the cost of a 2-year plan. But if you upgrade in 1 year you start all over paying for the new phone subsidy/prime-loan at a new 2 year amortized payment. My point is that AT&T still gets the cost of the phone, but just over 2 years, if I leave after less than 2 years I still have to pay for the full subsidized price. AT&T still makes a profit, I'm sure they are charging me more than they bought the phone from Apple for and I assume they aren't giving me the data plan for free.

    This is AT&T's gamble to reduce churn.

    The question is if Apple does a MVNO and "leases" AT&T towers will the leases payments equal the loss in data plans?
    Aug 3, 2015. 09:43 PM | 1 Like Like |Link to Comment
  • The Impact Of Apple's Share Buyback Program [View article]
    thanks Hannes, that explains it!
    Jul 16, 2015. 02:04 AM | Likes Like |Link to Comment
  • The Impact Of Apple's Share Buyback Program [View article]
    So is kahok in error re the speculative agreement above
    Jul 15, 2015. 09:41 PM | 1 Like Like |Link to Comment
  • The Impact Of Apple's Share Buyback Program [View article]
    Hence, not a real market correction at $120 rather a legal loophole to set a floor, eh? Of course, it only works because Apple has sufficient resources to buy back at a rate to stop a slide, and Apple is a real growth and revenue machine.
    Jul 15, 2015. 05:16 PM | 1 Like Like |Link to Comment
  • The Impact Of Apple's Share Buyback Program [View article]
    Is it just a coincidence that the increase in stock price due to share buybacks is approximately equal to the annual % increase in share buybacks? (see green columns on shari buyback chart)
    Jul 15, 2015. 01:32 PM | 1 Like Like |Link to Comment
  • The Impact Of Apple's Share Buyback Program [View article]
    Is it just a coincidence that the increase in stock price due to buybacks is basically the same as the % of shares bought back? (see share buyback chart green columns)
    Jul 15, 2015. 01:30 PM | 4 Likes Like |Link to Comment
  • Apple: May Has Come And Gone And No $140; Where We Stand [View article]
    Right on rebecca21! I use Apple Pay whenever it's presented and it can't be presented at a table in a restaurant unless each waiter has some handheld device, so unless, Cliff has one of those diners where customers pay at the register I would not as a customer ask for Apple Pay either!
    Jun 1, 2015. 12:56 AM | Likes Like |Link to Comment
  • Apple And Icahn: Pillars Of Growth [View article]
    Doesn't explain all of the hires e.g., drive trains ...
    May 29, 2015. 02:46 PM | Likes Like |Link to Comment
  • Apple And Icahn: Pillars Of Growth [View article]
    For most of the worlds drivers the only charging station needed is their garage!
    May 29, 2015. 02:43 PM | Likes Like |Link to Comment
  • Apple And Icahn: Pillars Of Growth [View article]
    Can't compare the two, Apple is looking at building a new disruptive technology, GM went bust off of the old world order - ICE autos, heavily dependent upon the dealer network. Apple has the capacity to do something truly disruptive w battery powered drivetrains, two different paradigms. And consider their capacity to make Porsche like margins. Ouch!
    May 29, 2015. 02:31 PM | Likes Like |Link to Comment
  • Apple Stock: Affirming My $140 Target By The End Of May [View article]
    Wow Benjamin, just wow! From time to time commenters say pretty much exactly what you say, they get several comments negating what they said, many to the tune of 30+ likes, but the OP never makes any counter points.

    Please Benjamin, break the mold of the past and post a salient counter-argument!
    May 10, 2015. 09:32 PM | 2 Likes Like |Link to Comment
  • A Big Bite Of The Apple? [View article]
    I'm at 40%, I've sold off, and bought back in twice. Haven't found anything better that I understand!
    May 4, 2015. 08:34 PM | 4 Likes Like |Link to Comment
  • Four Reasons Why Apple Pay Is Going To Win [View article]
    thanks for the laugh gensearch2, carry on ...
    Apr 4, 2015. 05:17 PM | 1 Like Like |Link to Comment
  • Four Reasons Why Apple Pay Is Going To Win [View article]
    But will Apple Pay give 2% back?!
    Feb 13, 2015. 07:42 PM | 1 Like Like |Link to Comment
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