Seeking Alpha

2puttwo

2puttwo
Send Message
View as an RSS Feed
View 2puttwo's Comments BY TICKER:
Latest  |  Highest rated
  • Apple Pay Hoopla Shows We Have Hit Peak Apple [View article]
    jakexb, Apple Pay will blow iTunes/ AppStore profits away by the end of the second quarter of 2017. Can't wait.
    Oct 22 01:08 AM | Likes Like |Link to Comment
  • Apple's iPhone Sales Are Surging While Samsung's Sales Are Sinking [View article]
    ZipperO, loved your entire post about Windows and android phones being just commodities. You nailed it. Every word is true. Great post!
    Oct 21 11:41 PM | Likes Like |Link to Comment
  • Apple Pay Hoopla Shows We Have Hit Peak Apple [View article]
    I guess I was one of the few who read your article. Long Apple? Still trying to reverse everything you wrote. I am one who wishes Apple will start a bank. I would gladly give up a couple days of cash flow to fund a 180 billion enterprise. Love that Federal Reserve. Then they (Apple) take all those little fees, plus of course all those late charges at 24 bucks a wack. Just guessing on those late charge fees. Stay long and go Apple
    Oct 21 05:25 PM | Likes Like |Link to Comment
  • Apple's Innovation: Proof It's Over, Or Reason To Buy? [View article]
    Jaded, nice job. Really liked your thinking. One tiny bit of trivial criticism- Apple's fiscal year just rapped up in September. We are in the first quarter now. I almost skipped reading it because of your final bullet point. I'm glad I did read it. It was great!
    Oct 21 01:04 PM | Likes Like |Link to Comment
  • Raising My Apple PT To $131 From $120 On The Back Of Strong Outlook [View article]
    efuerter, hang in there. You will soon start reaping the benefits you so patiently you have been waiting for. The market is just starting to wake up to the juggernaut called Apple. Think about this. Foxconn has over 100,000 thousand employees making the new iPhones. Tim hinted in the cc that supply will still be restrained by the, "out of this world the demand. Over half the employees never even touch the new phones. Reports are Apple is still ramping production. Tim slipped by mentioning it in the call. This quarter is going to be a blow out. Bigger than huge. Alex, you are comparing Apple to the market and IMO, The market is not listening. I believe you are on point, but I have scratched my head hundreds of times. I think about it differently. The market doesn't care about what Apple does today or tomorrow. It only cares about it is going to do a year from now. In other words, what's going to be in the iPhone 7 and it can't imagine that it can get any better. Therefore....... Why should I buy the stock now? I don't think any other company is treated this way. It's just my opinion. I'm glad you raised your target, I hope the market agrees too! Good luck to all those who stay long. Go Apple.
    Oct 21 08:28 AM | 4 Likes Like |Link to Comment
  • Update: Apple Q4 '14 Earnings [View article]
    Humble, what if they are sandbagging?
    Oct 20 09:41 PM | 1 Like Like |Link to Comment
  • Update: Apple Q4 '14 Earnings [View article]
    A good day for all the Apple longs, but still no love from the market. Can't wait for 1st quarter results. It's going to be massive.
    Oct 20 08:34 PM | 4 Likes Like |Link to Comment
  • Apple beats estimates, issues strong guidance [View news story]
    I'm happy that Apple blew away my earnings guess. They (Apple) are still having a problem supply and Tim said in the conference call that he has no idea when there will equilibrium in supply and demand, and hinted that he didn't think it would be in the first and maybe not even in the second quarter. He said there was no way he could know, but he is really the only knows the truth. Rumor in Apple is in the 3rd quarter. Another huge headwind in for-ex market. The dollar keeps rising and puts a real burden on margins. Not that bad to have those the only two headwinds for next year. Oh, and one more thing, I don't understand where the rumor started that the Chinese Telcos are not subsidizing the newiPhones. All three of the main ones are. Just think, you will be reading, " trade your old iPhone in for a free new iPhone 7, in Beijing. "Go Apple"!!!
    Oct 20 06:55 PM | 1 Like Like |Link to Comment
  • Will Apple Top The Whisper Number This Quarter? [View article]
    Couldn't agree more Humble
    Oct 20 04:44 PM | Likes Like |Link to Comment
  • The Gordon Dividend Growth Model Points To Relative Strength For Intel And Microsoft [View article]
    After reading your article Michael, I thought the subject was definitely Apple. Intel's chips were still strong when all others got hammered this week, thank the iMac. When the old guard enterprises are under valued, think IBM and their new partnership with Apple, which by the way isn't priced into Apples market value. Continuity with enterprise is what Apple is all about. They(Apple) are just inclusive with the little guy. Sometimes Michael, I get the idea that you can't change the path you're on and we know you can. If you add Apple's buy backs to the dividend then all is for not. I hope your bath was a nice warm one because it read like you really enjoy it. Go Apple and good luck to all the longs, Monday.
    Oct 18 12:37 AM | 2 Likes Like |Link to Comment
  • Apple Earnings Preview: All Hail The iPhone 6 [View article]
    This is your best "end of the quarter" article yet Bill. I always look forward to them and hope you keep writing them. I know its a lot of hard work and time and I just want to thank you again. Nice job.

    I have been cautious this quarter because of the slight delay in China. Foxconn has been making phones for China's launch for months. I don't know how this affected the U.S. Market. Apple has been selling every phone they have made and the 1st quarter is going to blow everyone away. So I am not worried about the demand but the supply for this final quarter and the first two in 2015. Foxconn has been ramping production. I was the only one reporting this fact for the last couple of weeks. Now others are also starting to report this fact. I love my spies. They are the best. I'm being a little conservative with my guess, but I'm still just a little higher. 40.4 in revenue and $1.37 EPS. Next quarter I think the EPS will double to $2.75 and that's on the low end. Oh, an Michael, you are forgetting- the new iPhone 6 is free if you trade in your old iPhone at Verizon, AT&T, T-Mobile,and Sprint. I don't know what is a lot less than free is. Care to elaborate? Thanks again Bill, excellent job. Good luck and go Apple.
    Oct 16 11:44 AM | 5 Likes Like |Link to Comment
  • Apple: Not So Cool Anymore [View article]
    What shelves are you talking about. I have never walked into a Phone store and saw any phones on shelves. Get off your office and do your own leg work and you would come to an 180 degree conclusion. There is no inventory in the iPhone6. Most stores don't have floor models. This article takes the cake with FUD!
    Oct 15 03:50 PM | 5 Likes Like |Link to Comment
  • Apple Is Worth Much More On A Discounted Cash Flow Basis [View article]
    Bjnflicks, glad to see you have caught the wave. I've been trying to tell Seekers what you just posted for over two weeks. Apple has known about the over demand problem for over a month. Cupertino has been working overtime on the pipeline. This is a real problem because of the oversize demand vs the growth in the size of the pipeline. What I think is really unbelievable is that 95% of all sales to date on the new iPhones have been site unseen. I know China Mobile is howling at Apple because they aren't getting enough floor models for their 32000+ locations. Costco is using cutouts to show the size. AT&T only had one i6 floor model an no i6+, Verizon, T- Mobile, and Sprint are still waiting for theirs in my small Market. The closest Apple Store is quoting 2.5 weeks for the i6 and 4+ weeks for the i6+, as of today. I think that this demand will grow when all the locations get their floor models. Rumor has it that the all locations will have their floor models by December 1. The filling of the pipeline is another matter. Good luck to all longs and Go Apple.
    Oct 14 01:33 AM | 3 Likes Like |Link to Comment
  • Why Carl Icahn Is (Kinda) Right About Apple Stock [View article]
    StoxValue, lot's of pundits were making that call before the split including you know who. Like your call better. 1st quarter is going to be HUGH. I don't think the market is even close to its value yet. A lot investors are being left outside with the door closing and the temperature is starting to drop. Carl is sitting by a nice warm fire and that letter was just an invitation to join him. Stay long and go Apple!
    Oct 13 04:15 PM | 1 Like Like |Link to Comment
  • Apple's iPhone 6: It's Not About The Specs, It's About Usability [View article]
    Good job Evan, I think you are stop on. Good luck and Go Apple
    Oct 12 06:43 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
443 Comments
1,018 Likes