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  • 25% Allocation To Apple - Too Much Risk? [View article]
    @mrbasketball1973...Thank You for the perspective.

    It is for this ever-expanding set of reasons that I have slowly racheted-up my percentage of AAPL to an astounding 60-some% over 15 years--by default--by thinning out the weak, while AAPl grew stronger and stronger! Woulda been dumb-as-a-door to have sold it for "re-balancing" into other temptations, some of which no longer even exist!

    Yes--for painful periods of time I have had to "hold my pee" as APPL periodically loses favor in the market, but net/net it always re-gathers its momentum in the long run. It is catching "rolling upgrades" again, and now would be an especially poor time to swap into anything else--especially the current FANGS! Unless one believes--as I do--that FAANGS could use a spelling modification!

    Do I wish I was in GOOG, AMZN, FB, NFLX, as well? Yeah--I do, but I'll get over that when the RateHike Sheriff comes to town and guns-down "inflated PE's with sick/non-existent dividends". And if and when that ever happens, APPL is a natural hideout for fleeing tech-money, as it is somewhat UN-correlated to this crowd, and it will be in just the right position to ratchet-up the dividend, thereby attracting ever-more retirement and mutual fund love!

    Folks seem to have forgotten that Peter Oppenheimer, APPL's former Senior Vice President and CFO until 2014, is now a Director @ Goldman Sachs, which just issued a rather smoking upgrade for its premier client, AAPL, which happens to conduct its buyback business through Goldman (and would likely conduct M&A business thru it, as well).

    Nice to have friends in the most influential places in the global investment landscape. As Goldman's Chief Global Investment Strategist, Peter Oppenheimer's perspective should especially interest current APPL investors:

    At this key time in its corporate history--diversify away from APPL at your own risk--just buy other stuff if you desperately need that diversification!
    Nov 22, 2015. 01:46 AM | 4 Likes Like |Link to Comment
  • 25% Allocation To Apple - Too Much Risk? [View article]

    As another aside....Do I follow Mr. Wonderful, or Mr. Icahn?......mmmm
    Nov 22, 2015. 12:51 AM | Likes Like |Link to Comment
  • Apple Is Buying Back Shares Like There's No Tomorrow [View article]
    A fine article, and obviously very stimulating to the Apple SA "commentariot", but this discussion begs the simple question....Where would the share price be without the buyback-support of Apple's enormous repurchase program?

    Does Apple not have "natural price buoyancy" in the market, based upon incredible products selling in record amounts worldwide, generating/supporting the largest enterprise in modern financial history? Ain't that good be locked-in at a measly PE of 12? And why?

    This is a scary thing to ponder....Without buybacks could we be enduring some fraction of 120--an ugly thought, similar to pondering the existential realities of addiction--APPL addiction to buybacks.

    Smoke and mirrors. It has been said for years that "shareholders will benefit".....So when, exactly, do we begin benefiting, or are we already "done benefiting"? I remain distressed and flummoxed, but patient since 1999. What, exactly, have buybacks done for me lately that dividends wouldn't have done better?
    Nov 10, 2015. 12:30 AM | 3 Likes Like |Link to Comment
  • Apple: The Music Will Stop Eventually [View article]
    Wasteful reading....begetting nothing.
    Oct 31, 2015. 02:42 PM | 1 Like Like |Link to Comment
  • Apple now up 2% post-earnings; Pac Crest upgrades [View news story]
    @user 7019771...That would appear to be the only bullet left in the gun!

    Everything else has been tried to no avail....innovation...... top of financial innovation, dividends, dividend increases, buybacks ad nauseum, new products, new business development, music, whoring with enterprise and haute fashion, environmental confessions and human rights adjustments, historic quarters, unprecedented sales....even a new little AppleTV!

    NOTHING works to get the stock out of its state of constipation, and the big houses are already full of the stock at this level of dividend, which--considering the $206 billion cash hoard--is parsimonious, even pecuniary! So maybe it is time to get up to at least 3%! I know that I'd feel even a little better as a long-term (15 year) holder.

    After everything else, including the comparatively unbelievable PE's @ MSFT, GOOG and AMZN....what else, I ask, is it gonna take to get to $200/share?
    Oct 28, 2015. 01:36 PM | 3 Likes Like |Link to Comment
  • Report: Apple Music near release of Android app [View news story]
    @enthusiasticinvestor.... problem is that the analyst community would go "thermonuclear" if they sniffed out even a hint of Apple's involvement in a low-margin enterprise! Apple has never reached for low-hanging fruit. Even now with this initiative, it is offering high-priced goods to those Android-ettes used to getting stuff for free!

    Apply is continuously held to a freakishly-high gross margin standard, when compared to most models in the majority of enterprises. Any deviation from that level would bring on a tsunami of stock-selling, with the army of bearish sychophants barking about Apple's "desperation and imminent collapse". So no thanks.
    Oct 23, 2015. 10:11 PM | 7 Likes Like |Link to Comment
  • Dear Tim Cook, Amazon Just Banned Your Apple TV 4 [View article]
    I had no idea....perhaps it is for you!
    Oct 4, 2015. 06:51 PM | Likes Like |Link to Comment
  • Dear Tim Cook, Amazon Just Banned Your Apple TV 4 [View article]
    @Platty.....sorry to give you the news, but to many of us out here, principles aren't fake.

    And we do dream on!
    Oct 4, 2015. 12:41 PM | 1 Like Like |Link to Comment
  • Dear Tim Cook, Amazon Just Banned Your Apple TV 4 [View article]
    In a telling act of despotic desperation, Amazon has shot itself in the foot. Consolidation of power and banishment from the kingdom is the first act that leads to eventual disintegration thru hubris. When you can no longer tolerate diversity of action and freedom of choice, you have created chaos in your organization.

    Amazon has just weathered a fierce international high-profile storm of public criticism for its workplace conditions, and within weeks now steps into a self-inflicted rehash of its "economic morality". There will be overt as well as quiet defections of loyalty to this brand.

    Their vaunted sales tax advantage will be the first shoe to drop, as many in legislative bodies across the country--who are dug-in Apple aficionados--are looking for any excuse to push anti-monopolistic charges, as well as establish "sales tax fairness".

    Amazon will rue this desperate decision. Apple will enjoy "victim status" as a wounded party championing free choice for consumers, effectively throwing off its own resented "walled garden" association. It is almost as if Apple itself--killer wasp-like--has successfully infiltrated the Amazon management body, and caused it to begin a program of self-destructive market moves.

    In desperation, Amazon has soiled itself, just as Apple rises above the fray, by pursuing its now-widely published agenda of privacy-at-all-costs. Amazon is now even less than an electronic Walmart, while Apple is Snowden. Knowledgeable consumers know who they wish to associate with.
    Oct 4, 2015. 12:46 AM | 2 Likes Like |Link to Comment
  • Apple Sold 13 Million iPhones On Launch Weekend - That Should Frighten Investors [View article]
    @zsovljanski....Thank you for the "recollection" regarding Blair's trumpet sound-off 6/10/13....nice to know that someone is keeping track!
    Oct 1, 2015. 01:35 PM | 2 Likes Like |Link to Comment
  • Apple: Mapping-Focused Acquisitions, iBeacon And Kylie Jenner [View article]
    Thanks for the insights. Helps a little to read the tea leaves.
    Sep 28, 2015. 02:21 PM | 1 Like Like |Link to Comment
  • Apple: Mapping-Focused Acquisitions, iBeacon And Kylie Jenner [View article]
    Yes, a very interesting article in all respects, but I'm struggling with SPDL's horrifying death-dive regarding its share price....from $3 down to 20 cents! Can you help me understand why this is so in the face of the idea that they are the future?

    Something is not adding up/dots are not connecting.
    Sep 26, 2015. 03:43 AM | 2 Likes Like |Link to Comment
  • Apple: Enhancing The Map Asset [View article]
    With Westend....I always zoom to the conclusion, and conclude that it is once again irrelevant to the real world....and then move on.
    Sep 18, 2015. 04:25 PM | 8 Likes Like |Link to Comment
  • Apple reportedly buys mapping visualization firm; S&P upgrades to Strong Buy [View news story]
    Yes....Schmidt....the man behind the Greatest Betrayal of Trust in Corporate History, and without whom all things Android would never have happened.....

    You can bet that behind Cook's gentle, disarming and nice self-effacing manner burns his death-bed promise to Steve of Google's eventual comeuppance for their huge and historic--and as yet unpunished--corporate crimes of espionage and conspiracy.

    It has been many years, and many have forgotten--or never knew, but the Sicilians say: "Revenge is dish best enjoyed cold."

    Apple has put Samsung in a box. Next is Google. Ad-Blocking is just the beginning....

    I'm getting my popcorn ready for this much-anticipated long-running movie.
    Sep 16, 2015. 07:38 PM | 18 Likes Like |Link to Comment
  • 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