Add Brian White to the growing list of Apple (AAPL -1.3%) fans who think a bigger iPhone is needed. "We are being told that the minimum size needed by Apple is a 4.5-inch display on the iPhone; however, a 5-inch to 5.5-inch would be optimal," writes the Topeka analyst after talking with Chinese/Taiwanese suppliers. Also: Cowen sees more room for iPad growth in the U.S., citing encouraging survey data, and BTIG's Walter Piecyk, who recently upgraded Apple, thinks a new capital-allocation plan will be timed to coincide with a downbeat FQ2 report (results are due on April 23). [View news story]
This is ridiculous, not one mention on SA of the newst comscore report. AAPL gaining market share, Android losing some....
Apple (AAPL +2%) roundup: 1) Jim Cramer states Apple is "becoming the J.C. Penney of tech," while suggesting sentiment has become too negative. 2) The state-owned Chinese press has become more positive on Apple following Tim Cook's apology letter. 3) The USPTO has reaffirmed the Oct. invalidation of Apple's "rubber-banding" patent, which was successfully asserted against Samsung. 4) Apple has hired much of the team behind the original Segway, including robotics expert John Morrell. No word on what project Morrell is working on. (Goldman) [View news story]
possibly the most insightful, true post I have ever seen on SA..... Pekingese with ADD LMFAO
Citing upcoming catalysts, UBS puts Apple (AAPL +1.6%) on its Most Preferred list, helping shares outperform in early trading. The firm was among the first to raise alarm bells about iPhone order cuts. Apple is now up 11% from its March 4 low. [View news story]
Over its previous opposition, Apple (AAPL) implemented earlier this month a plan requiring executive officers to hold 3x their annual base salary in stock. The CEO is required to hold 10x his salary, and independent directors 5x their retainer. [View news story]
At the open: Dow +0.04% to 14081. S&P +0.21% to 1519. Nasdaq +0.29% to 3172. Treasurys: 30-year +0.07%. 10-yr +0.08%. 5-yr +0.04%. Commodities: Crude +0.08% to $92.83. Gold -0.36% to $1589.9. Currencies: Euro -0.14% vs. dollar. Yen +0.13%. Pound -0.08%. [View news story]
Can someone please explain how huge deficits, sequestration looming, etc... could lead to an all time high for the Dow? Huge correction coming soon
More on Einhorn and Apple (AAPL): The company needs to use the same level of creativity with its balance sheet as it does to produce products, writes Einhorn. Every $50B of perpetual preferred stock distributed would unlock about $32/share of value, he says, and Apple has the capacity to distribute several hundred billion. "Greenlight is alarmed that Apple is attempting to eliminate preferred stock from its corporate charter." Shares +0.7% premarket. [View news story]
Six Canadian banks get a one-notch downgrade from Moody's as high levels of consumer debt and bubbly housing prices leave the lenders "more vulnerable than in the past." The agency also notes banks' reliance on "confidence-sensitive wholesale funding, which is obscured by limited public disclosure." Among those cut: BMO, BNS, CM, TD. [View news story]
Canadian banks don't play fast and loose like their American counterparts. Thus you will never see a real estate collapse here like you did in the states. Would anyone like to argue about how Canada came through the 08-09 crash better then any other country? Primarily due to our strict lending practices.
Six Canadian banks get a one-notch downgrade from Moody's as high levels of consumer debt and bubbly housing prices leave the lenders "more vulnerable than in the past." The agency also notes banks' reliance on "confidence-sensitive wholesale funding, which is obscured by limited public disclosure." Among those cut: BMO, BNS, CM, TD. [View news story]
and decent dividends too... LOL @ the comment about TD buying Moody's.... They should and then fire all of the "anylysts"
Six Canadian banks get a one-notch downgrade from Moody's as high levels of consumer debt and bubbly housing prices leave the lenders "more vulnerable than in the past." The agency also notes banks' reliance on "confidence-sensitive wholesale funding, which is obscured by limited public disclosure." Among those cut: BMO, BNS, CM, TD. [View news story]
TD is solid, I also like BMO as it has lagged the group. Be careful on BNS, they now do more banking in central america then in Canada. Government regulation is what makes these banks so solid.
Six Canadian banks get a one-notch downgrade from Moody's as high levels of consumer debt and bubbly housing prices leave the lenders "more vulnerable than in the past." The agency also notes banks' reliance on "confidence-sensitive wholesale funding, which is obscured by limited public disclosure." Among those cut: BMO, BNS, CM, TD. [View news story]
What a joke. I live in Canada and can assure you that the canadian view on debt is quite different. We routinely put down 30-50% down on our homes. Use lines of credit on secure assets as oppossed to credit cards. Have any of these so-called "analysts" ever been to Canada?
I'm a bit worried that iphone sales will be slow, as I keep hearing people say "I am waiting for the iphone 5". Hopefully Ipad 3 sales can make up any lag in revenue. Should make for a wild ride
Add Brian White to the growing list of Apple (AAPL -1.3%) fans who think a bigger iPhone is needed. "We are being told that the minimum size needed by Apple is a 4.5-inch display on the iPhone; however, a 5-inch to 5.5-inch would be optimal," writes the Topeka analyst after talking with Chinese/Taiwanese suppliers. Also: Cowen sees more room for iPad growth in the U.S., citing encouraging survey data, and BTIG's Walter Piecyk, who recently upgraded Apple, thinks a new capital-allocation plan will be timed to coincide with a downbeat FQ2 report (results are due on April 23). [View news story]
http://on.barrons.com/...
Apple (AAPL +2%) roundup: 1) Jim Cramer states Apple is "becoming the J.C. Penney of tech," while suggesting sentiment has become too negative. 2) The state-owned Chinese press has become more positive on Apple following Tim Cook's apology letter. 3) The USPTO has reaffirmed the Oct. invalidation of Apple's "rubber-banding" patent, which was successfully asserted against Samsung. 4) Apple has hired much of the team behind the original Segway, including robotics expert John Morrell. No word on what project Morrell is working on. (Goldman) [View news story]
Citing upcoming catalysts, UBS puts Apple (AAPL +1.6%) on its Most Preferred list, helping shares outperform in early trading. The firm was among the first to raise alarm bells about iPhone order cuts. Apple is now up 11% from its March 4 low. [View news story]
Over its previous opposition, Apple (AAPL) implemented earlier this month a plan requiring executive officers to hold 3x their annual base salary in stock. The CEO is required to hold 10x his salary, and independent directors 5x their retainer. [View news story]
At the open: Dow +0.04% to 14081. S&P +0.21% to 1519. Nasdaq +0.29% to 3172.
Treasurys: 30-year +0.07%. 10-yr +0.08%. 5-yr +0.04%.
Commodities: Crude +0.08% to $92.83. Gold -0.36% to $1589.9.
Currencies: Euro -0.14% vs. dollar. Yen +0.13%. Pound -0.08%. [View news story]
More on Einhorn and Apple (AAPL): The company needs to use the same level of creativity with its balance sheet as it does to produce products, writes Einhorn. Every $50B of perpetual preferred stock distributed would unlock about $32/share of value, he says, and Apple has the capacity to distribute several hundred billion. "Greenlight is alarmed that Apple is attempting to eliminate preferred stock from its corporate charter." Shares +0.7% premarket. [View news story]
http://yhoo.it/YX5HAR
Six Canadian banks get a one-notch downgrade from Moody's as high levels of consumer debt and bubbly housing prices leave the lenders "more vulnerable than in the past." The agency also notes banks' reliance on "confidence-sensitive wholesale funding, which is obscured by limited public disclosure." Among those cut: BMO, BNS, CM, TD. [View news story]
Six Canadian banks get a one-notch downgrade from Moody's as high levels of consumer debt and bubbly housing prices leave the lenders "more vulnerable than in the past." The agency also notes banks' reliance on "confidence-sensitive wholesale funding, which is obscured by limited public disclosure." Among those cut: BMO, BNS, CM, TD. [View news story]
Six Canadian banks get a one-notch downgrade from Moody's as high levels of consumer debt and bubbly housing prices leave the lenders "more vulnerable than in the past." The agency also notes banks' reliance on "confidence-sensitive wholesale funding, which is obscured by limited public disclosure." Among those cut: BMO, BNS, CM, TD. [View news story]
Six Canadian banks get a one-notch downgrade from Moody's as high levels of consumer debt and bubbly housing prices leave the lenders "more vulnerable than in the past." The agency also notes banks' reliance on "confidence-sensitive wholesale funding, which is obscured by limited public disclosure." Among those cut: BMO, BNS, CM, TD. [View news story]
Dear Apple Board, This Is How You Defend The Share Price [View article]
Another Central Bank Driving Markets [View article]
Fundamentals Do Not Support The Stock Market Rally [View article]
My Q3 2012 Apple Earnings Estimate [View article]
May Nonfarm Payrolls: +69K vs. consensus of +150K, prior 79K (revised). Unemployment 8.2% vs 8.1% expected, 8.1% previous. [View news story]