Seeking Alpha

animus

animus
Send Message
View as an RSS Feed
View animus' Comments BY TICKER:
Latest  |  Highest rated
  • 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
  • Get Set For The Relief Rally [View article]
    You want a revolution? If you do not pay the military and SS you will have riots in the street and an army marching on the WH and Captial
    Oct 7 09:05 AM | 13 Likes Like |Link to Comment
  • Apple Should Not Give In To Icahn [View article]
    Apple needs to do more than iPhone 5Sand 5C. Buying shares back will make the company less vulnerable to wild swings in price and provide real value to investors
    Oct 1 02:35 PM | 1 Like Like |Link to Comment
  • (Almost) Kudos To You, Mr. Cook [View article]
    While you make this detailed article of why not having a cheaper price fro the 5c is interesting you miss the point. The stock is once again in the tank. It does not matter what argument you make. The perception is that Apple has lost it's edge. Right or wrong that is what is being priced by perception of falling EPS. In the mean time once again investors are given hype about great new innovation that doesn't occur. Enough is enough. I agree with Ican buy back more shares if you cannot move out of a saturated smartphone market than you doomed to be the next Microsoft
    Sep 16 08:54 AM | 1 Like Like |Link to Comment
  • Apple: Please Quit Your Whining [View article]
    Thank you Bill Maurer. It was predictable when I saw the stock price go up in advance of the launch I thought these same people will build up hopes to take advantage of the rush to buy in then slam Apple immediately after the launch to take advantage by shorting the stock. I for one am tired of those same people with the same agenda doing it every quarter.
    Sep 13 12:10 PM | Likes Like |Link to Comment
  • Apple $700: Don't Get Burned Again [View article]
    You need to read the article by Matthew Frankel dated 18 Aug. "Can Apple get back to $700". You both interpret the same material, but come up with different conclusions.
    Aug 19 03:03 PM | 1 Like Like |Link to Comment
  • AllThingsD: Next iPhone to be unveiled on Sep. 10 [View news story]
    AAPL will go the route of other innovators that ran out of gas. The smartphone market is saturated with products all with good features and at all price ranges. If AAPL is to survive at it's present level it needs a new market that can be innovated. There are only so many things that a person can and wants to do on a cell phone. A bigger display is not the answer. The bigger display means a bigger phone which becomes too inconvenient to carry uses too much power and cannibalizes the mini iPad market. Where is all these new products promised by Mr. Cook? He cannot last on Steve Jobs legacy for too much longer, Investors want to see growth potential. Not promises.
    Aug 11 08:07 AM | 7 Likes Like |Link to Comment
  • Report: Apple board pressuring Cook over "pace of innovation" [View news story]
    I don't know what rock you live under, but when a high tech stock like Apple drops 35% in value the board should put pressure on the person in charge. This article only reported what was happening.
    Aug 9 08:30 AM | 1 Like Like |Link to Comment
  • Report: Apple board pressuring Cook over "pace of innovation" [View news story]
    It is about time that somebody on Apple's board listened to investors. The company has talked about all sorts of new innovative products but released nothing.
    Aug 9 08:28 AM | 1 Like Like |Link to Comment
COMMENTS STATS
96 Comments
191 Likes