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mimailmula

mimailmula
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  • Apple (AAPL) roundup: 1) Tim Cook is set to testify before Congress during a hearing about corporate offshore cash. He's defending Apple in advance, and says the company will offer tax reform proposals. 2) Though a number of big hedge funds pared or unwound their Apple positions in Q1, the number of "top-tier" funds with positions held steady at 148, per Insider Monkey's analysis. 3) A couple of intriguing Apple patent applications: one for an iPhone-based e-wallet with transaction-specific "smart menus," and one for a large-display touch sensor panel meant to improve response times. [View news story]
    did the stock take a hit after hours? or is this old news?
    May 16, 2013. 08:18 PM | 1 Like Like |Link to Comment
  • Apple Is Worth $265 [View article]
    Haha..priceless, thanks
    Mar 6, 2013. 05:02 PM | 4 Likes Like |Link to Comment
  • Apple (AAPL): FQ1 EPS of $13.81 beats by $0.37. Revenue of $54.51B (+18% Y/Y) misses by $220M. 47.8M iPhones, 22.9M iPads, 4.1M Macs, 12.7M iPods. Expects FQ2 revenue of $41B-$43B, below $45.6B consensus. Shares -4.3% AH. (PR[View news story]
    so the margin is better than expected, what is the problem?
    Jan 23, 2013. 04:40 PM | 14 Likes Like |Link to Comment
  • Apple's Falling Share Price And The Market's Implicit Growth Implications [View article]
    nice comment, but im just worried that iphone 5 suppñy problems could impact this quarter too. Specially compared to last year 4s and Steve Jobs death effect on sales
    Dec 13, 2012. 01:15 AM | Likes Like |Link to Comment
  • Apple (AAPL -3.6%) has sold off in early trading, apparently on news clearing firms are raising their margin requirements for positions due to fears of being too heavily concentrated in the $526B company. One firm, COR Clearing, raised its margin requirement to 60% from 30%. [View news story]
    I thought positioning would be a lot cleaner after it fell down all the way to 505... but the price action looks horrible! Think we'll see it at 530 tomorrow...
    Dec 5, 2012. 12:33 PM | Likes Like |Link to Comment
  • More on Apple: It looks as if the iPad Mini, premium pricing and all, is off to a decent start: the white model sold out hours after pre-orders commenced, and shipping times now stand at 2 weeks. The black model is still available. Digitimes recently claimed the Mini's relatively high pricing was due to low yields for its cutting-edge GF2 touchscreen tech (previous). If that rumor is accurate (a big if), it could mean a price cut will arrive once yields improve and costs fall. [View news story]
    Oversold and good fundamentals! Just need some nerves to ride it down for a while.
    Oct 26, 2012. 01:55 PM | 1 Like Like |Link to Comment
  • More on Apple: It looks as if the iPad Mini, premium pricing and all, is off to a decent start: the white model sold out hours after pre-orders commenced, and shipping times now stand at 2 weeks. The black model is still available. Digitimes recently claimed the Mini's relatively high pricing was due to low yields for its cutting-edge GF2 touchscreen tech (previous). If that rumor is accurate (a big if), it could mean a price cut will arrive once yields improve and costs fall. [View news story]
    Been trading apple for a year now, and one thing i've learnt is that whenever the market worries about aapl margin compression is a buy. So i bought today.

    13.5 P/E is a gift, over $100 per share in cash, and growing fast.
    Oct 26, 2012. 01:32 PM | 2 Likes Like |Link to Comment
  • Does Pandit's departure from Citigroup mean bank boards are beginning to take their responsibilities seriously? If so, Bank of America CEO Moynihan could be next. Moynihan inherited a mess (like Pandit), but has been unable to convince investors he has a strategy for getting out of it. Of even more import is the rebuilding of BAC's brand as a leading consumer bank. [View news story]
    only difference though, is BAC is trading 30% higher than C YTD
    Oct 16, 2012. 03:57 PM | Likes Like |Link to Comment
  • BP ventures into Australia’s bond market, issuing five-year Kangaroo bonds which could total at least A$300M (US$310M) and priced at ~115 basis points over the underlying swap rate, WSJ reports. Part of the attraction for BP is the strong exchange rate, which continues to defy the slump in commodities prices and trades near historic highs vs. the dollar, euro and pound. [View news story]
    So they issued debt in AUD, and now they are short the currency
    Aug 29, 2012. 12:29 AM | Likes Like |Link to Comment
  • Central banks are preparing for coordinated action to provide liquidity if needed following this weekend's Greek elections, according to G-20 sources. Markets are flying.  [View news story]
    Why are central banks pumping the mkt with the s&p at 1330?? what is it, 5% below the historic high?? I see plenty of bad news ahead and central banks using their bullets before is really necessary. Not jumping in before i see 1000
    Jun 14, 2012. 04:47 PM | 2 Likes Like |Link to Comment
  • Samsung (SSNLF.PK) will begin selling its flagship Galaxy S III to all four nationwide U.S. carriers this month, along with U.S. Cellular (USM), at prices that start at $199. The S III has received largely positive reviews, and its Euro launch has been met with strong early demand. Qualcomm (QCOM), Broadcom (BRCM), Skyworks (SWKS), and Maxim (MXIM) are among the chipmakers that will benefit from the U.S. launch.  [View news story]
    Is this why APPL is dipping?
    Jun 4, 2012. 10:07 AM | Likes Like |Link to Comment
  • Ignore the Greek vote, writes Vince Cignarella, French parliamentary elections on June 10 and 17 will be of more import. If the vote doesn't put parliament into the hands of Hollande and his allies, the result will be political gridlock, maybe making it impossible to push through whatever reforms the EU has in mind to save EMU.  [View news story]
    and, add all the other parliaments that are required to approve the necessary adjustments in the rest of the EMU countries
    Jun 1, 2012. 12:27 PM | Likes Like |Link to Comment
  • Why would anyone own the preferred shares of Banco Santander (STD), writes John Hempton. They yield 10%, but offer no chance of capital appreciation. Do the holders believe Spain will do as the U.S., and bail out the banks at no cost to the preferred? It won't happen, says Hempton. Better to own the common - with an earnings yield of 40% and at least the chance of capital gain.  [View news story]
    The fact that they are still investment grade is a negative thing. Rating agencies are always behind the curve, you will get them downgraded soon
    May 28, 2012. 02:51 PM | 2 Likes Like |Link to Comment
  • Why would anyone own the preferred shares of Banco Santander (STD), writes John Hempton. They yield 10%, but offer no chance of capital appreciation. Do the holders believe Spain will do as the U.S., and bail out the banks at no cost to the preferred? It won't happen, says Hempton. Better to own the common - with an earnings yield of 40% and at least the chance of capital gain.  [View news story]
    being one of the most credit-worthy banks based in spain means little these days....
    May 28, 2012. 02:49 PM | 1 Like Like |Link to Comment
  • A Facebook (FB) phone will arrive next year, multiple sources tell the NYT's Nick Bilton - a prior report suggested a Q3 launch. It's added Facebook has hired Apple engineers with iPhone experience, and is exploring multiple smartphone projects. The news comes as Facebook comes under pressure to improve mobile monetization, and rolls out a PC/mobile app store and an HTML5 app development platform. Facebook is also rumored to be interested in browser maker Opera.  [View news story]
    And here is the problem of having a 28 year old CEO keeping all the voting rights... what an unstrategic way to burn BS IPO's cash.
    May 27, 2012. 10:45 PM | 1 Like Like |Link to Comment
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