Seeking Alpha


Send Message
View as an RSS Feed
View animus' Comments BY TICKER:
Latest  |  Highest rated
  • Apple's Buyback: Here Come The Critics [View article]
    Nice article, it seems the logic is missed by many investors. I believe there are those investors and analysts that have a general short bias on AAPL and rationalize there position.I believe Google is the new big tech bubble. Reality has to set in eventually that it way overvalued.
    Feb 10 07:21 AM | Likes Like |Link to Comment
  • Apple Reports First Quarter Results [View article]
    Really??? I am happy that Apple pays a good dividend and has a solid balance sheet that show realistic expectations. Google on the other hand is a bubble waiting to burst. The P/E is astromical compared to AAPL.
    Jan 27 06:14 PM | Likes Like |Link to Comment
  • Apple's Story: The Beginning Has Arrived [View article]
    Technology in TVs has not changed much in the last ten years. The introduction of 3-D TV is rather a joke. They had 3-D movies back in the 70s that used similar technology of the euser having to use special glasses. There are two area in TV that are fertile ground for new technology one is content the other is making the viewer part of the content. The later would include 3-D without special glasses, which in my opinion would hurtle the developer into mega growth. I do not believe we will see technology like this anytime soon, but to count it out is not wise as a growth area
    Jan 16 09:06 AM | 1 Like Like |Link to Comment
  • Apple Will Drop The Firm Hammer Of Justice On Short Sellers In 2014 [View article]
    sounds like an investor should do the opposite of your buddy Mike Blair
    Jan 13 02:50 PM | Likes Like |Link to Comment
  • Apple: Panic Time Already? [View article]
    It is really funny what some of these " analysts" say. I too picked up on the contradiction of Mr. Um's analaysis from his article. I am waiting for the Google bubble to burst just like all the other bubbles that have been built on over exuberation and expectation. Eventually the reality will not measure up to expectation and the price will collapse just like the housing market, and the tech bubble earlier.
    Jan 7 01:55 PM | 2 Likes Like |Link to Comment
  • Why Apple's Recent 'Analyst Downgrade' Is A Farce [View article]
    I too noticed the contradictions in Mr. Um's article. Made me wonder why anybody would listen to him. If you invest your money through Wells Fargo I would find a better analyst to follow. Only reason for his analysis would be to watch the drop in price to buy in at lower price and ride the train up.
    Jan 6 08:39 AM | 5 Likes Like |Link to Comment
  • 3 Big Things To Expect From Apple In 2014 [View article]
    Your first point is fallacious. A buy back increases earnings per share for all shareholders, thus increasing the value of the remeining shares. Why is this a positive to NOT buy back shares? Keeping a big cash hoard that is making a poor return is not a good investment. New products? Investors have been waiting for new porducts for the last two years. I do not consider upgrades to existing products as new products. If Apple is to grow it needs new products beyond iPAD and iPhone that can provide that growth.
    Dec 28 10:26 AM | 2 Likes Like |Link to Comment
  • Apple's China Mobile Problem [View article]
    One thing is always clear about your articles. You are consistently bearish on Apple. In spite of the companies fundamentals you consistently revel in anything negative on the stock. It makes me suspect your motives. As such I am dropping you. It is always good to get all perspectives on any invetment but yours are ALWAYS a negative
    Dec 18 01:47 PM | 3 Likes Like |Link to Comment
  • Icahn proposal reportedly calls for buyback of "at least" $50B [View news story]
    I cannot understand these shareholders that say just keep all that cash in short term accounts making peanuts. I for one want some of that money returned to me by increasing the value of the stock. Certainly $50B out of a cash account of $150B that is increasing every year is prudent to any shareholder looking to increase the value of their shares. With interest rates still very low they could issue more bonds to finanace it without having to repatriat the money. Every time a buy back is mentioned you hear the same stories about taking money away from R&D and future porduct development. Apple has had as much money as needed to develop products or buy companies and still Apple has really not come out with any new products just reworks of exisitng product lines. This bauyback would not effect R&D or purchases.
    Dec 5 08:00 AM | 2 Likes Like |Link to Comment
  • Apple: Keep Calm And Watch Others Flop [View article]
    Once again a good article. Has the estimate of concensous EPS changed from your last article
    Nov 26 09:50 AM | Likes Like |Link to Comment
  • Apple Should Reduce Outstanding Shares: Here Is Why The Opposition Is Wrong [View article]
    Good article. I always am amazed at how many people think throwing more money at R&D will bring new products out faster. It doesn't necessarily hold true. It is like saying if one woman takes 9 months to have a baby then 9 women ought to be able to have the baby in one month. Some of the most successful R&D efforts at DARPA were started with rather meager funding.
    Nov 25 02:39 PM | 8 Likes Like |Link to Comment
  • Apple's Italian Tax Woes Are Just The Tip Of The Iceberg [View article]
    Politicians are the most irresponisble managers in the world. If a private company was run they way the governmnet is run it would be bankrupt and the CEO would be in jail. Anybody remember ENRON?
    Nov 17 08:14 AM | 7 Likes Like |Link to Comment
  • Tesla - Reality Is Beginning To Set In [View article]
    What rally goes unmentioned by these environmentalists that keep pushing electric cars is they require an electric grid with power plants to supply their electricity to charge the batteries. These are the very same grid and power plants that are vehimently fought against by the same people. So where do they think they will be plugging all these electric cars into, a wind mill?
    Nov 12 12:44 PM | 2 Likes Like |Link to Comment
  • Google Is Held To A Different Standard Than Apple And Others [View article]
    At the end of 2011 Apple's Gross Margin was 40.25% at the end of 2011 Google's Gross Margin was 65.01%. However at this quarter Apple had a Gross Margin of 37.02% and 8% reduction and Google had Gross Margin of 56.94% a 12.41% reduction. So why is Google being bid up to over $1026.00 a share and a P/E of over 19. It seems the numbers for Google do NOT warrant the price if you look at fundimentals.
    Oct 29 01:10 PM | 1 Like Like |Link to Comment
  • Is It Time To Move To The Sidelines? [View article]
    Goldman Sachs is a big Obama administration supporter. If you add politics into this analysis you ask what is the worse thing for the Obama administration. The answer is the economy going into the tank before the 2014 election cycle. That would mean his dream of "transforming America" would be dead. How would he try to prevent this. He would have those that owe him continue to analyze gold negatively. A strong price for gold would compete with the dollar as a safe haven and throw the economy into hyper inflation. I have tracked gold for the past 4 years against the dollar and the Euro. It has never diverged like this. Usually when the dollar declines against other currencies like the Euro gold prices go up. The dollar is trading at about .7398 dollars to 1 Euro. down from a high of .78265 and gold is down $1600 oz in the same period. Call it conspiracy theory, but I don't trust this administration and its governing.
    Oct 13 08:46 AM | 1 Like Like |Link to Comment