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  • Apple: Time For Shock And Awe [View article]
    RetiredLady
    Sentiment does matter. We humans have base (animal) instincts wired into our brains for survival. Neither do I like herd effects, but that is the way the real world works.

    Technical indicators like DMI, ADX, MACD and Elliot Wave Principles collectively reflect what investors (long and short term investors) are doing. Anyone who ignores echnical analysis do so to their own peril.
    Mar 9 12:26 PM | 2 Likes Like |Link to Comment
  • Apple: Time For Shock And Awe [View article]
    Michael:

    Thanks for this article. For the sake of us suffering investors, TC really needs to do something to change the negative sentiment. What TC has been saying that our job is to make great and innovative products is true, but it is also his job and that of the Board to make sure that they satisfy the needs of all stakeholders in AAPL, including shareholders.

    The investment situation has changed for the company from two/three years ago when TC took over. Until last Sept, AAPL was the most owned stock by mutual funds and institutional investors (at least the growth oriented investors). Today, most of these investors are gone or left when AAPL breeched its 100 DMA and 200 DMA indicators which are watched closely by these investors. These investors are not likely to return until AAPL start showing year over year growth rates in excess of 60 or more. Given this, AAPL needs to more aggresively court value oriented investors who focus on higher dividentd yields. So your sugestion that AAPL broaden the investor base is a very valid and relevant one. AAPL can be make the best products in the world, but if its investor base is saturated, its stock price will come down until it broadens its investor base.

    Also, If I were a new investor looking to invest, I would not invest in AAPL now, given the extremely negative surrounding the stock. Sentiment does matter. I watched the correction in AAPL from 700 to the present 420 and its seems all the important support levels (.382, .618, 1.0 and 1.236) on the way down did not hold, to the point that it has retraced below the 521.49 level from where it started the uptrend to 700. AAPL price is now at 150 percent retracement level. If the sentiment does not change soon, AAPL price can retrace further to the 161 percent level at 408 or lower to the 200 percent level at 338 or so.
    The question is does TC want to preside over such a massive destructioon of shareholder wealth, when he has the power to do something to stop this downward spiral.
    Mar 7 07:44 PM | 2 Likes Like |Link to Comment
  • 3 Things Apple Must Do To Regain Its Dominance [View article]
    Brett:

    Thanks for the article, you really captured what we small retail investors have been thinking. I really agree with your point about stoping the negative sentiment.

    Mood does matters. Afterall, our brains are prewired with primal animal (irrational) and rational impulses which leads to certain emotional and physical patterns of reactions (herd psychology) that seek to protect us in situatuions of limited knowledge, such as the financial markets. Afterall, nobody wants to be left holding the bag. The Media and short selling hedge funds keep repeating bogus margin compression fears and generate repeated patterns of selling that drove AAPL stock price down.

    A strong commitment by AAPL's management that it will use its cash reserves of $137 billion to creat value for shareholders will greatly help fight the fear the media and short selling hedge funds have been generating.
    Feb 8 01:54 PM | 2 Likes Like |Link to Comment
  • Hurdles For Apple Longs [View article]
    Derek:
    How much are hedge fund managers and institutional investors short on aapl paying you for this hatchet job..
    Jan 9 09:13 PM | 1 Like Like |Link to Comment
  • Betting On Apple's Operations Team And Gross Margins [View article]
    Gary: Well done on writing a very good article. Like you, I would not bet against the AAPL operation team.
    Dec 13 04:46 PM | Likes Like |Link to Comment
  • The Real Reasons Why Apple Is Tanking [View article]
    Nothing useful and new in this article, just another short propaganda.
    Dec 5 04:18 PM | 4 Likes Like |Link to Comment
  • Android Is Dead, Part 1: Why [View article]
    A very interesting and relevant article.

    I somewhat agree with JMM's prediction for the two reasons. First, I that HTC settled with AAPL because it was unhappy with the Android platform and its asscociated security problems. If HTC was happy with Android completely, i do not think they would have settled with AAPL. HTC is backstopping its android platform by settled with AAPL. Notably, HTC has a windows phone that is eating Nokia's Lumia lunch.
    Second, before I got my iphone 4s, I had an HTC phone. Problem with the HTC phone was that I could not use it to surf the internet because of security problem. Now I use my 4s for online banking and surfing the internet widely, without any problem.
    Nov 14 05:40 PM | 3 Likes Like |Link to Comment
  • The iPad Mini (AAPL) will be unveiled at an Oct. 23 event, claims AllThingsD's John Paczkowski, who previously reported an October launch would happen. A rumor about press invitations arriving on Oct. 10 didn't pan out. Manufacturing yield issues have reportedly delayed the Mini's release. [View news story]
    According to the Barclays analyst who covers AAPL, the Ipad Mini will be AAPL's biggest revenue earner, period. My understanding from the interview/press relase that analyst gave was that the Ipad Mini, in addition functioning as a mini Ipad, will have an app that ill enable the mini Ipad to serve as a universal remote control with it is coupled with an Apple TV device.
    Now if my understanding is correct, this will be an awesome product at a great pricepoint. Anyway, let us wait for Oct 23, and hear what Apple say. I am very bullish at this point.
    Oct 12 10:48 AM | Likes Like |Link to Comment
  • Apple After The Riot, Shortage, Strike, Etc.: Still A Buy? [View article]
    Jaded:

    YOur article is a very welcome relief from the baloney of the bears. It is very comprehensive , balanced and relevant. Thanks.
    Oct 9 11:02 PM | 3 Likes Like |Link to Comment
  • Apple Is Trading At 60-75% Premium To Its Sum Of Parts Valuation [View article]
    Qineqt

    So you are proposing that the market values AAPL using its competitors /industry PE of 8.8.

    In otherwards, the market should ignore, AAPL's skilled and innovative mgmt skills, the market should ignore AAPL high past growth rates and projected growth rates which higher than that of the industry or so called competitors. Also you want the market to ignore AAPL high gross margin and the high consumer demand for AAPL's products.

    Interesting suggestion that you want the market to use the average pe of rimm, Nokia and MSFT, the pe from Dell and HP and the PE or composite PE from Samsung washing machines, Samsung's tv, Samsung's memoory business, and sony mp3 business. Unbelievable.
    Oct 9 06:08 PM | 2 Likes Like |Link to Comment
  • Apple's Emerging Markets Problem [View article]
    It is not market share that counts. It is ease of using the device. ios phones and tablets account for 80 percent of web use. I had a droid that was terrible to use. I was constantly getting spammed and could use phone to connect to internet. My aapl iphone 4s was a sea change in terms of my being able to get mobile data at any time.
    Oct 3 05:55 PM | Likes Like |Link to Comment
  • A Fresh Look At Apple [View article]

    Mohamed article is a bit misleading. Just want to highlight on a couple of points he makes.

    "In fact, some phone review sites, such as Phonedog and Techradar, ranked the latest iPhone iteration below some competing Android devices for the first time. " Android has the largest market share of the non ios phones on the market. However, as the recent NDCA court case against Samsung showed, AAPL is just competing against itself. Non of the non ios (lumia, RIMM, Goog,) have gained any traction.

    Second, Mohammed says "Add to that the competition from the likes of Samsung, ZTE, Huawei and Lenovo, all of which offer smartphones at lower price points, and the impact of a China Mobile deal might at the end prove to be not that big after all.".

    Oh yeah no big impact from China Mobile deal. You make the same argument that a lot of intelluctuals make when they conclude that limited demand from low disposal incomes of people in the rural areas. First, China is a very complex country where officially reported data does not really reflect what is going on in the underground ecomony. $1000 per person per year does not explain how people afford luxury consumer goods from the West, however people are buying these status concious products, regardless of what the official statistics say..
    ""
    Oct 3 05:40 PM | 1 Like Like |Link to Comment
  • Prepare For The Decline Of Apple [View article]
    Moody's technical analysis indicating a head and shoulders forming is flawed.

    As he indicates "The final factor that will denote that Apple has truly topped out will be a break of the "neckline" at $520 per share" this H&S can not lead to a break of the neckline around 520, given that a) the left shoulder formed by May 17 when AAPL closed at 530 and then immediately stated and completed forming the head by Oct 2 when AAPL traded into its 50 DMA at 651. If this a H&S formation then the Right shoulder started immediately. The May 17 and Oct 2 give an upward sloping neckline (that goes from 530 to 651)and predicts a right shoulder being formed (if it evers forms) and crossing its neckline somewhere around b/n 651 and 700, not 520 as Moody predicts. Also the right shoulder can form in two weeks or a month as Moody implies.
    Oct 3 05:02 PM | Likes Like |Link to Comment
  • Some of the iPhone 5's (AAPL) finer details are getting criticized. Among the issues: 1) The iPhone 5 won't support simultaneous voice and data on Verizon and Sprint's 4G LTE networks, unlike many other LTE phones. 2) A $29 adapter meant to link the iPhone 5's new dock connector with older accessories won't work with some speakers. 3) Until they're rewritten, existing iPhone apps will display black borders on the iPhone 5, due to its larger display and new aspect ratio. [View news story]
    I do not believe what you say about the iphone 5's features, as AAPL management is not that stupid.
    Sep 14 08:51 AM | Likes Like |Link to Comment
  • Apple: Too Far Too Fast, Again [View article]
    If you are a California company, try filing a patent case, in the Eastern District of Virginia ) against a company with manufacturing plt in EDVA, and see what happens to you.
    Aug 25 09:43 PM | Likes Like |Link to Comment
COMMENTS STATS
27 Comments
38 Likes