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jpintoctr

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  • Apple: $420 A Share Could Have Marked The Bottom [View article]
    I am sorry to disagree, I live in Taiwan and regularly visit mainland China and Hong Kong. Apple is a status symbol and for those that can afford it are using iPhone and will not change for a brand that made rice cookers. Many that use the new Samsung are returning by lack of service and quality problems. My non scientific but broad survey is among university students, professors, artists and "trend setters". Apple is opening more stores and serving a fast growing number of the new generation of higher income population.
    Mar 17, 2013. 05:00 AM | 24 Likes Like |Link to Comment
  • Asian Growth Sends Strong Bull Message For Apple [View article]
    I think Michail Blair will continue to repeat the same negative and baseless opinions as mantra no matter what.
    Sep 13, 2014. 12:10 AM | 17 Likes Like |Link to Comment
  • Retirement Strategy: The Apple Juggernaut Should Be In Every Retirement Portfolio Right Now [View article]
    Fully agree with you. Long and short term is a fantastic investment with solid income.
    I own the stock and all their products that I regularly update and recycle with great resale value the old hardware, something not other company can match.
    Jul 30, 2014. 12:23 AM | 16 Likes Like |Link to Comment
  • Apple: Buy The Dip And Go Long The 2014 Product Cycle [View article]
    @ heart&soul. I disagree. Innovation is inside. Porsche has not change so much its 911 model in years but it offer more goodies every time. The same with the A7 chip inside the iPhone 5S and iPads and is real innovation without the noise.
    People call Amazon innovative. Drones? Ideas are free and models like driverless car which many have developed need to proof their viability in the market. Those are not really innovations are great experiments but costly and profitless.
    Apple model is to release matured and long time tested products (except Maps that cost loosing the job to the guy in charge). Avoiding the noise and PR in the long term is a good practice.
    @Kyle, article is great with a good quote: "Punishing a star performing mega cap for not achieving small cap growth rates is like punishing a champion weight lifter for not adding muscle mass "the way he used to."
    Feb 2, 2014. 10:33 PM | 16 Likes Like |Link to Comment
  • Apple Stock Still Suffering From The 'Lollapalooza Effect' [View article]
    Amazing set of presentations today, profesional, low key but full of meat.
    Anyone with an objective eye could see the difference with other tech companies following behind and trying to emulate Apple culture that has taken many years to build and a person like Steve Jobs with very high standards. The culture is there without any doubt.
    I have see other presentations, like flaw presentations of Microsoft Window to half-cooked products from Blackberry, HP. Finally tacky and expensive presentation last year by Samsung in Radio City in New York.
    This is innovation that will work everyday and is ready to be tested now and released in the Fall. It is not expensive experiments, owners hobbies with investors money with catchy announcements like Drones to home deliver goods, o a drive-less car which is cool but it will cost billions to make it work.

    I am very impressed by a flawless 2 hour presentation, no wonder why Apple is the most valuable company in the world notwithstanding billions of dollars in publicity and bad faith analyst trashing anything Apple.
    Jun 2, 2014. 11:05 PM | 15 Likes Like |Link to Comment
  • Galaxy S5 Sets The Bar Low For Apple's Upcoming iPhone [View article]
    Excellent article. I agree that Samsung ".. is becoming more heavily dependent on its massive marketing budget than on hardware or innovation."

    There is a stark contrast with the serious and well focus Apple culture. Interesting was friday's Shareholders meeting where Cook wisely made emphasis in the innovation on "..things you can’t see.” (64 bits processor p.e.).Another relevant quote by Mr. Cook was "We are not in a race to get the headline" which is what Samsung and others do with not always finished products. Today's FT "Apple chief turns up TV ambitions"
    Link: http://on.ft.com/1hsHqcN

    It look tacky the black golf ball finish and nothing new. As @alexcho mentioned, the new Galaxy is "..below par when compared to Apple and even other Android handsets like HTC and Sony"
    Mar 1, 2014. 03:11 AM | 15 Likes Like |Link to Comment
  • Some Bears Are Missing The Point With Apple's China Mobile Deal [View article]
    Thank you Alex to make good points. I am currently in Taiwan and with a very unscientific observation notice how many 5S and some C are now around, even if still is a waiting list. The adds of Samsung and obviously HTC outnumber Apple by 5 to 1. In my surveys in the subway and cafes, around 40% of people use iPhone, and 80% + in the cultural world.
    Your quote of Michael Blair "..relentless competition will mute the iOS advance in my view....". Mr. Blair is wrong and his is a baseless supposition since in China people is "aspirational" and like to own luxury brands. Samsung is not one, since it has to many cheap phones, same apply to LG and Lenovo. Apple is unquestionably a luxury brand that is compared with Rolex or Porsche.
    Dec 15, 2013. 04:46 AM | 15 Likes Like |Link to Comment
  • Record iPhone Shipments May Not Mean Market Share Gains [View article]
    What is the point??
    Using market share to talk about Apple iPhone without context is irrelevant.

    Cheap and free Android phones can't be compared with high-end high-quality, Apple iPhones. To make a serious analysis of the market, any comparison should include, profits, margins and eCommerce usage where Apple has the lion share.

    Companies with Android OS are loosing money or making razor thin margins. Today Sony showed dismal results as Samsung recently did based on poor income from phone sales.

    I hope soon this bogus comparisons became redundant.
    Oct 31, 2014. 05:58 AM | 14 Likes Like |Link to Comment
  • Buying Alongside Apple's Record Buyback [View article]
    Fully agree with @foxtone serious and comprehensive comparison making Apple a rational profitable option

    On the other hand there is so much noise on the idea of "new products" ignoring that the iPad Air and the 5S are "new products" as can be notice with good faith holding previous iPads with one hand and the Air on the other. Also measuring speed of new A7 processor until now the online in the market

    I only hear platitudes regarding how innovative Google. What is new an profitable except from adds? Im the news great PR stunts like, drive less car, which Goog is not the only one and Glass, big Barge and loosing money propositions like Nexus and Motorola.

    I prefer Microsoft and Apple models that keep their experiments or innovations closed until they proven and are ready to market and not use them as PR stunts.
    Feb 8, 2014. 04:49 AM | 14 Likes Like |Link to Comment
  • Asian Growth Sends Strong Bull Message For Apple [View article]
    Great article. I am currently in Taiwan and travel frequently to Hong Kong. It is evident getting into an Starbucks or any coffee Shop and see how Macs are predominant if not the only brand of LapTops in tables. More and more stores, doctor offices, etc display iMacs and this is the land of Asus and Acer.

    In Hong Kong where the iPhone 6 start selling yesterday in a few hours delivery dates move from the 19th to 3-4 weeks to unavoidable.

    In Taiwan with out a set release date set, PhoneMobil companies are already flooded with people reserving their phones.

    As Nick Cox mentioned, "Apple is still the preferred aspirational brand in the region, where brand-consciousness is greater than in North America or Europe"

    That is a reason why BMW, Lexus, Mercedes, Porsche and other luxury brands have a solid presence in the region.
    Sep 13, 2014. 12:05 AM | 13 Likes Like |Link to Comment
  • Alibaba Grabs The IPO Money But The Future Belongs To Jeff Bezos And Amazon China [View article]
    The article is full of good wishes, "perhaps". "mosts" and as @Ed Porter mention acts of faith (believing or not) which is not a good formula for serious investment.

    The brand, internationally is being tarnish by conflicts with unions in Europe, publishers and relevant authors around the world.

    The flop of Fire Phone that went from $199 to .99 in a month after a PR stunt headed by Mr. Bezos make the company's offers unreliable. The phone is flawed with a handicapped Android and with not clear future upgrades and service for 3 year needed contract.

    Amazon prices in the US are not competitive anymore in many products. Some subscribers are not happy with what they are getting and as regular buyers are finding better offers directly with the original vendors.

    To make things worst Amazon tap the short term credit market last Friday for a 2 year, 2B dollars short term loan to address cash flow limitations.

    The stock lost almost 4% yesterday and there is an uneasy feeling among investors and employees that get their payment in equity.

    The story is just beginning and is not in China
    Sep 10, 2014. 01:18 AM | 13 Likes Like |Link to Comment
  • Apple Bears Getting Really Desperate [View article]
    Great article, thank you. So good to show bias article that mislead the public. The press and analysts have been good at creating myths and bubbles like in the late 90s and now with stocks like overinflated Amazon which is no only loosing money, its reports are blurred with platitudes instead of numbers is terms of sales of eBooks, Kindles, etc. (millions instead of specifics).
    Fortunately Apple is not part of the bubble, if anything is an undervalued asset.
    Nov 4, 2013. 03:16 AM | 13 Likes Like |Link to Comment
  • Apple Is Thinking Longer Than Mr. Market - Margins And Average Selling Prices Will Reverse Trend [View article]
    Apple is both a growth and a value company. The valuation of Amazon is irrational and sooner or latter investors will decide it is not sustainable to have a non for profit company full of real risks (oil prices, competition, disenchanted customers for monopolistic pricing practices, etc)

    Interesting article with good insight,
    Nov 29, 2013. 01:48 AM | 12 Likes Like |Link to Comment
  • Apple's Big iPad Problem [View article]
    The article is superficial at best and did not reflect the innovations brought by the Air 2, not only a powerful chip, but unique small size and wight in a big screen tablet making it unique, elegant and powerful. Also Apple Pay, just to name a few

    The new ecosystem is part of the package with OS8 and Yosemite, which I start using since Friday with flawless upgrade and new features that will work better with the new models

    There are so many first and second generation iPads that will consider upgrading.

    @exposethetruth it is not a matter of price, is quality and performance that make people buy Apple and what people want. There are already 18 thousand Android devises mostly cheap or free and has not dented the enthusiasm for the 6 and 6+. Market share is a bogus measure if is not placed in the context of usability and eCommerce

    @Orange Peel Investments, To soon to criticizes following a usual patern with any new releases.
    Oct 20, 2014. 03:54 AM | 11 Likes Like |Link to Comment
  • Apple Bears: The Fake iPhone Panic Must Stop [View article]
    Great note. Apple bashers are not new. Most negativity proved to be wrong. The iPod was dismissed, the antenna-gate was short lived, criticising naming iPad showed the limits of the absurd.

    The new negativity wave you mentioned in your article, are quotes that are taken out of context. Nothing special to express interest or concern from Apple executives. These are no news. Debates and different views are part of daily life at Apple and every where. The fact is Apple has not gone to free or cheap products and is taking time to make bigger screen perfect show it. That is what make Apple different, long term vs a headline and "buzz" based on billions in publicity, some of very bad taste (Samsung particularly) for half cook products.

    Living is Asia where Android supposed to thriving (with no profits), iPhone continue to be an aspirational item for those can't yet afforded it. Most early adopters keep the old iPhones, passed to their families or sell them, something a Samsung can't achieve, since the Galaxies aged are not upgradable.

    Value oriented societies stick with premium brands and Apple is one. Value investors stick with Apple stock, specially now that the bubble of overvalued stocks like Amazon and soon Google is starting to burst
    Apr 7, 2014. 12:58 AM | 11 Likes Like |Link to Comment
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