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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 05:00 AM | 24 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 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 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 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 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 04:46 AM | 15 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 04:49 AM | 14 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 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 01:48 AM | 12 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 12:58 AM | 11 Likes Like |Link to Comment
  • Apple's Revenue By Region: There's More To The Company's Story [View article]
    Interesting analysis of relevant data ignored by the media and analysts. Visiting Apple stores in Taiwan buying crowds continue and more iPads are visible in the streets. Almost non Nexus or samsung Tablets.
    Feb 24 08:23 AM | 11 Likes Like |Link to Comment
  • Apple: Steve Jobs Was Right [View article]
    Again fully agree with you. Steve Jobs had plenty of time to plan for succession and realised that Cook was the best choice. I was boomed and tested i various medical leaves by Jobs.

    Regarding cost of environment and the initiatives for the less fortunate, the costs involved, compared with the size of marketing expense by competitors like Samsung, not only have a real social impact, it reflects well on a corporate culture that few can match.
    Jobs was right.
    Mar 3 08:58 AM | 10 Likes Like |Link to Comment
  • Amazon.com's Free Cash Flow Has Not Been Doing Too Well, Either [View article]
    Lack of transparency is a measure investors should take into account to assess risk. Amazon record in this field is bad. No disclosing basic information like number of units of Kindles sold or the cost of producing exclusive content just to name two visible examples.

    Thanks to @PauloSantos articles we get some deep knowledge of Amazon accounting practices and problems, like hiding "in free cash flow to excuse the lack of profits" and the difference of the reported Free cash flow without including "the impact of the $1.4 billion real estate acquisition back in Q4 2012"

    These and many other structural problems soon will became evident and many good faith investors will wake up with a shock
    Aug 4 05:06 AM | 9 Likes Like |Link to Comment
  • Apple Would-Be Shorts: Bide Your Time, Apple's Run Will Be Over Soon Enough [View article]
    Excellent reply. I also have my 5th iPhone and enjoy the flawless integration and great re-sale value.

    What Michael an other good faith or bad faith analysts seem to ignore is the fact that in R&D and design the iPhone make it a unique valuable objet with the best tech. It is always easy to copy the veneer but that tends to peel and that is what happen with most Android phones that in general are never upgraded and have cero revalue sale prize.
    That is why I line up to get my Apple products: quality, value, customer service and reliability.
    Nov 28 11:22 AM | 9 Likes Like |Link to Comment
  • Apple's Q2 Results Are Likely To Disappoint [View article]
    So predicable that is not fun anymore
    Apr 4 03:33 AM | 8 Likes Like |Link to Comment
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359 Comments
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