Seeking Alpha

consultnick

consultnick
Send Message
View as an RSS Feed
View consultnick's Comments BY TICKER:
Latest  |  Highest rated
  • Apple Should Take Advantage Of Rate Pullback [View article]
    Bill, since you brought up Carl Icahn, I think it is germane to consider his deafening silence in this "post-apocalyptic" earnings period (when Apple made record earnings!) that we are now living through.

    Where is he? I've heard nothing. What about his price target of 240? What happened on the way to 240--we are currently less than half of that.

    We know that he has been chopped-up in the oil patch, where he plays hard, and might it be possible that he has abandoned some of his Apple position? Maybe--some serious high-volume selling has taken place, and perhaps he has been part of that. It seems very strange behavior for a guy who added billions with a single tweet last year, and boosted Apple even further with another, that he would keep his finger off the Twitter trigger as he has lost at least 10% of his holding in Apple.....His silence is a worry!

    The failure of the appearance of an actual Apple television, combined with the difficulty of negotiating content with seriously hard-boiled TV magnates that he knows personally, thus stalling a significant rollout of what might be a new Apple TV service, may have been enough to choke off his enthusiasm. We'll see!
    Aug 19, 2015. 07:24 PM | 7 Likes Like |Link to Comment
  • Could Apple Eliminate The iPad Mini? [View article]
    I can completely relate....drive a 17inch MacBook Pro and love its giant screen real estate--especially for stock charting and design work. Absolutely look down upon diminutive new MacBooks, and find the young and restless @ Starbuck$ very envious of my huge screen!!

    Also Hot-washed my iPhone 4, (with a cracked screen!), dried it out on the porch in a bag of black rice, and 4 days later does everything except have a working microphone!! All techies are amazed at its recovery--none more than me, as I used to be a semiconductor engineer.

    However, as I do prefer to talk on my iPhone, as well as listen--I was forced into a 6/64gig, and do love it so. But ergonomically-speaking, I still enjoy the old "Stanley Tool-like feeling" of the angular 4, with its metal rim and "perfect-for-my-hand" size....and it wasn't so slippery when wet. The 6 feels like a bar of soap, and yeah--I should get a big fat water-protected case for it, making it a brick in my pocket......
    Aug 18, 2015. 07:46 PM | 3 Likes Like |Link to Comment
  • Premarket Biotech Digest: Apple In Healthcare, The Apple Gilead Comparison, 4 Phase I Trials [View article]
    In sharp contrast with other commentary here--I very much appreciate the enormous scope of this article. I am a long-term holder in Apple, and also in biotech, now mostly in those ETFs. This is a tremendously valuable article for anyone hoping to get a good fly-over of the biotech landscape, and amounts to a gold mine of research regarding investment possibilities therein. And it very much all docks in nicely with Apple's long-term potentials in the health/medical space.

    Thank you for the magnificent effort--and good luck growing an alligator skin for sloughing-off attacks by the uninformed/clueless and bitter....likely left behind by enormous past, present and future growth opportunities in both areas of the market!
    Aug 14, 2015. 02:41 PM | 5 Likes Like |Link to Comment
  • Apple: Are iPhone Margins Sustainable? [View article]
    I would offer two perspectives that illuminate the demand side of the Apple picture:

    1. I am a proud new owner of an iPhone6, which is way, way over my head, regarding its phenomenal capabilities. Yet, curiously, Sunday I found myself at the Verizon kiosk at Costco--where I bought my 6 just 60 days ago--inquiring as to my possibilities for fitting into their 90 day return policy in order to get my hands on the 6s (for no charge), with its purportedly better camera and force touch! Wow! I am obviously part of an emerging herd that is ALREADY dissatisfied with their "OLD iPhone 6"!!! So much for nobody caring about the 6S......

    2. A younger acquaintance, still driving an ancient and venerable iPhone 4, has been ejected from a family plan with his x-girlfriend and her mom, so he is now "A man without a plan", and is wandering the Wasteland of Carriers and Plans, and having a very difficult time getting into the herd, because nothing he wants to sign up with will dock-up with a 4, and because his resources are limited (and his credit cracked due to millennial student debt default), he is looking for an old/ancient and cast-off iPhone 5 in order to get onto the right carrier plan. Here in Seattle, ancient iPhone 5's and iPhone 5S's are selling on Craigs List for just about $300!! THIS IS ASTOUNDING, as I got into my new 6 for $280 including screen protection+insurance.....

    So, I can only conclude that demand--worldwide--is phenomenal, when old phones can be sold for initially more than new ones~~
    Aug 12, 2015. 02:50 AM | Likes Like |Link to Comment
  • What's The Likelihood Of Apple Becoming An MVNO? [View article]
    @Alex Cho....coming from you--a contributor that most of us admire and respect, a price target adjustment from $196 down to $136.71 is a real stinger!

    What has changed so that you have adjusted downward so very dramatically--and in terms of market cap, that is many, many billion$. Please explain this radical change--or if you did somewhere else on SA, please refer us to it. Thanks>
    Aug 3, 2015. 09:42 PM | 5 Likes Like |Link to Comment
  • Report: New Apple TV set-top due in September, will have remote with touchpad [View news story]
    I do not see Tim Cook smirking--rather, I see him "standing on his head 'till his ears turn red, and falling over dead while eating bugs", in order to make everyone on the planet happy! He is doing a remarkable--and from an investor point of view--arguably far better job of addressing concerns.

    You are not paying attention to the enormous amount of change in this regard....everything from Chinese worker relations to world-wide environmental considerations, while simultaneously developing a world class headquarters and pursuing a phenomenal and unprecedented capital-return program! Oh....and the introduction of new products and services....
    Jul 30, 2015. 08:24 PM | 20 Likes Like |Link to Comment
  • Apple: Fiscal 2015 Was OK, But Fiscal 2016 Shaping Up To Be A Better Year [View article]
    The greatest enterprise in human history grinding along with a PE of 14 is an investment travesty in a world of Facebook and Amazon PE's....and even half-dead Microsoft, which after taking a 12 billion write down of Nokia is still at a PE of 19, and no-way has the growth potential of APPL, which they have yet again proved!

    Up from 125 to 140 in the next 15 months? This is an absurd expectation....go buy some bonds!
    Jul 24, 2015. 06:26 PM | 16 Likes Like |Link to Comment
  • Have Apple And Beats Created The Future Of The Music Business? [View article]
    A lot of us got GTAT wrong! That was the most amazing bomb of my investment career, and I still do not fully understand how it all wobbled out of control and crashed. None of it makes sense, other than criminality at the management level, and we have not heard much since the collapse, and might never!
    Jun 29, 2015. 01:31 PM | 2 Likes Like |Link to Comment
  • Apple caves on music streaming royalties [View news story]
    Apple came down in the right side of this situation, which had the potential of a cultural revolt, and they have done it with a rare demonstration of corporate humility and class. This is an astoundingly good move, completely eviscerating the cascading negativity arguments being launched by the punditry about how horribly immoral a player Apple is in the music industry.

    Eddie Cue is The Man, and with ONE decision and ONE publicized phone call to Taylor Swift, the current "music world's standard-bearer", changed Apple's music dynamic in the marketplace--and you can bet Jimmy Iovine provided the necessary insight for this correct decision, which should help all those who thought Beats was overpaid now understand what a deal Apple got when picking it up--and why they did!

    Go Eddie & Jimmy!!
    Jun 22, 2015. 01:56 PM | Likes Like |Link to Comment
  • The Future Of Apple Hinges On The Mac Upsell [View article]
    Alex....Once again a superlative article--the main feature being simple logic in the face of Apple/mac history, and a continuation of upward momentum.

    And you should be comforted by the fact that every scientist that I know is very busy employing the phenomenal Apple ecosystem to do their level best with what "Einstein would have drooled over", and we are only in the early innings of what is enabling the greatest leap in knowledge and sharing in human history.

    Prepare to live to 150, maybe 200, and invest in APPL so that you can enjoy it free of financial fear!
    Jun 19, 2015. 07:17 PM | 4 Likes Like |Link to Comment
  • Apple And Icahn: Pillars Of Growth [View article]
    @J.M. Manness.....Great job on this article, by the way!

    "no view is conclusive".....and that, as you are well aware, is exactly how Apple always operates. Nothing is conclusive until the whole initiative is brought forth "fait accompli", and only then will we see what they have been up to.

    And I'm assuming that whatever they are doing, automotive-wise, it will be sufficiently worthwhile and satisfying enough to merit our continued investment!

    Regarding "hiring the very best engineers in those fields", that assures designs from the mountain-top, where there is the finest perspective, rather than the valley--which can be crowded with noisy fools. These are monumental engineering decisions that will carry huge infrastructural planning/tooling costs, and they gotta be "right" for a long time.

    In any event--you are absolutely right...."at this point no view is conclusive."
    Jun 5, 2015. 12:25 AM | Likes Like |Link to Comment
  • Reports: Apple cancels plans to unveil new Apple TV at WWDC [View news story]
    An excellent negotiation tactic for muscling the fence-sitters in the content marketplace....being able to walk away, even if only temporarily, keeps the hammer in Apple's hand, and these are the toughest nuts to crack!

    Even Les Moonves has finally seen the writing on the wall, and has "gone with the future", which is anytime/anywhere delivery to any device. And Apple makes the best devices--owned by the crowd that historically will pay up for solid value.

    Anyone ready for/anticipating a new AppleTV will be even more ready for it when it finally happens--knowing that it will be the best product that it can be, which is exactly why folks buy Apple products in the first place. Additionally, this is extra PR buzz preceding product launch--for free!
    Jun 3, 2015. 06:15 PM | 14 Likes Like |Link to Comment
  • The Jony Ive Promotion [View article]
    A better title for Jony Ive would have been CVO....Chief Visionary Officer, for that has been his role all along. You cannot design an object without a precursory "vision quest"...."What is this thing supposed to do?" "What problems does it solve?" "How is it to be used?" "How should it feel/look/handle....etc, etc.. These are the questions demanding vision/imagination and an embrace of the future not just for your device, but of its place in an evolving future. That takes a visionary, and both Steve Jobs and Jony Ive have been the main Apple visionaries since 1996.

    Laureen Powell Jobs understood that Jony Ive was left standing alone and overwhelmed in the storm following Steve's death, and has facilitated a brilliant transformation which will separate Jony's raw creative power from the management grind, setting him free to do what he is on earth to do--and we shall shortly find out what that is!

    Those working at Apple are electrified to understand that raw creativity expressed at the highest level of tasteful design in the world is where they will hang their hats for their day's work. Investors should be equally electrified to understand that this has never before happened in the history of economic enterprise--and they should act accordingly!
    May 30, 2015. 03:00 AM | 3 Likes Like |Link to Comment
  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple [View article]
    A bigger mystery is how this author has risen to "Premium" status.....I've read everything he has published regarding Apple, and he is consistently wrong. Who is minding the controls here? Always an attention-grabbing sensational punch-line, followed by pap and faulty logic, and endless defensive banter.

    I'm so tired--this is the last I shall waste my time on. From now on it's "auto-delete". Bye-bye....
    May 29, 2015. 03:42 AM | 3 Likes Like |Link to Comment
  • Apple And Icahn: Pillars Of Growth [View article]
    The list of talents that you have provided is the precisely the list of talent needed to build systems that interface with automotive power train management, data, navigation, communication and entertainment systems, for you cannot do any of this without embracing all of the engineering aspects of these systems that you desire to interface with. Ponder the sound of one hand clapping.....

    So Apple needs to be as well versed on every aspect of contemporary power train and control systems engineering, etc., as are the folks that are manufacturing the cars of the future.....in other words, you will interface with your future car with your future Apple mobile device.....whatever that will be, and it will get you to where you want to go in a manner that is an extension of your personal software ecology....your destinations, music, routines and routes--even driving style.

    The list provided offers nothing regarding platform/suspension development, body and interior trim design and manufacturing, factory design and assembly engineering, safety and testing....yada, yada....that list would be in the hundreds.

    Apple is positioning itself to interface with the evolution of automotive design. As a shareholder, I am comforted by this news.
    May 29, 2015. 03:23 AM | 5 Likes Like |Link to Comment
COMMENTS STATS
288 Comments
1,276 Likes