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2puttwo

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  • Is The Habit The Next Chipotle? [View article]
    You say triple? Read again. Sounds like you missed it and want it to come back to you. What's AAPL's ROA? With your logic AAPL's market value should be trading at 3 trillion. If only markets really work that cleanly!
    Dec 21, 2014. 11:50 AM | Likes Like |Link to Comment
  • Is The Habit The Next Chipotle? [View article]
    I find your thoughts flawed by all investment ideas. Why compare P/E at all. HABT hasn't even reported yet. I doubt CMG will double their locations in the next three years. I know HABT will and will double those in less than six years. Their menu is the best in the convenience food business and priced right. That alone will make HABT the best fast food investment in the decade. No one comes even close, certainly not Krispy Kreme. Using them as a comparison diminished your argument to,(well nothing) as far as I'm concerned. IMO HABT will out preform CMG in all metrics after 2015. By that time HABT might get a little expensive to accumulate a large position in ones portfolio. Long HABT and glad I am.
    Dec 20, 2014. 09:09 PM | 2 Likes Like |Link to Comment
  • Apple's Share Repurchases Have Benefited Shareholders: Follow-Up [View article]
    My post is for Kimland
    Dec 17, 2014. 05:12 PM | Likes Like |Link to Comment
  • Apple's Share Repurchases Have Benefited Shareholders: Follow-Up [View article]
    WolfHeart, once purchased, they just vanish. Like they never existed.
    Dec 17, 2014. 05:11 PM | 1 Like Like |Link to Comment
  • Time To Eat Your Apple Pie [View article]
    Michael, I completely agree with your data this time but one does have to be a genius to know why sales of the new phones are are being snapped up by experienced IOS users. Lack of inventory and demos. Most new phones were purchased sight unseen. This is not a bearish sign, but IMO, a very bullish sign. Let me repeat that. A very bullish sign. What company on any planet could sell over 70,000,000,( your own number).units sight unseen in a quarter.
    Dec 15, 2014. 04:41 PM | 6 Likes Like |Link to Comment
  • Analysis: iPhone Sales May Top $50 Billion [View article]
    JM, great job. I feel you nailed it. I think Hon Hai makes the 6 and the 4 and 5s and Foxx Con picks up the rest. IMO the amount of phones is going to break 70 million units and the 64 and 128 will quadruple the 16. In Fact the 64 will led the way to the top of the sales podium by double digits over the 16 and the 128. iPads will be a pleasant surprise and Macs will keep beating all analysts estimates. Beats will add to the bottom line and iTunes and Apps will have a double digit gain over last year. Put the Champagne on ice. This quarter is going into the record books. Stand long and go Apple!!!!
    Dec 13, 2014. 11:49 PM | 2 Likes Like |Link to Comment
  • Apple: Are We Approaching The Fiscal Q1 Danger Zone? [View article]
    Bill, I know it's getting tougher for Apple to beat, but I'm sticking by my comment on your last quarter Analysis. I thought they would double EPS and I'm guessing just a little bit more. How does $2.81 sound. I know I'm way out there, but it is what it is. If Apple surprises my numbers with greater than expected acceleration with their buybacks then I'm low. Supply and demand equilibrium with the iPhones is still weeks away. iPads are are fine. Macs are up. It's going to blow most of the so called analysts away. Stand long and Go Apple.
    Dec 10, 2014. 01:28 AM | 19 Likes Like |Link to Comment
  • Apple: Market Maker Price Range Forecast Update [View article]
    So do I Citi, So do I
    Dec 5, 2014. 11:36 AM | 1 Like Like |Link to Comment
  • Apple's Recent Pullback A Buy Opportunity [View article]
    Alex, your writing skills improve with every article you write. Keep up the good work. I agree with you and picked up a little more. Can afford to keep it for a month and a half. Been working on iPad and iPhone sales #s. My iPhone sales #s are way to high, but I just can't find my mistakes. Fox Conn has still not slowed down. Still no phones at most outlets. The Apple Store, out of iPads and iPhone 6 - 64 & 128. Demand/ supply for Apple phones is still not even on the same planet. Apple still recovering from "singles day". This will be quite a quarter. I'm going to sound like a fool with my guesstament this time but it is what it is. Better buckle up, cause it's going to be quite a ride. Anybody else coming up with way too high of revenue #s for the quarter. IMO Only a fool would sell before they report in mid January. Stay long and go Apple.
    Dec 3, 2014. 03:35 AM | 14 Likes Like |Link to Comment
  • Why Estimates Of A 1 Trillion Market Cap For Apple Are Still Far-Fetched: Fundamental And Algorithmic Analysis [View article]
    Andy Hargraves is a hack. He thinks Steve should still be running the company. He has done more harm to Apples stock than any analyst. All downgrades. His PT is well below the century mark. He should disclose he is a shorter so everyone knows where he stands. He has never stepped foot in the loop, or in China Mobile's corporate office. I don't think he has a clue what's going on in the loop or in China. Only analysts worth their salt try to dig deep to try to find out what's going down at Apple. Andy doesn't even use a spoon, and he thinks its stock price that's going to drop. The only drop, Apple is experiencing this quarter, is in channel fill, due to the still overwhelming demand for the high margin phones. All Apple products sales are way up this quarter. So will be the price of a share of stock when they report their record year in January. Good luck, Stay long and go Apple.
    Dec 2, 2014. 03:13 PM | 5 Likes Like |Link to Comment
  • Apple + IBM Partnership 3: Part Of The Long-Term Strategic Play [View article]
    If I'm a COO or a CIO of a Fortune 500 or a Russell 2000 company and my assistant told me IBM and Apple were on a call and wanted to know if I had a minute of my time to talk to them. I personally would take the call. Don't think too many would reply, Who's on the phone?
    Nov 21, 2014. 02:37 PM | 2 Likes Like |Link to Comment
  • My First Dividend From Apple [View article]
    Mark, good for you. I think it's great you started with your own retirement. It's really amazing how compounding works. One thing that I have found useful is to do you own due diligence. I have set price targets on all my companies and have an exit strategy for each one. Apple is all about the enterprise. Follow that carefully, and reset your price target every quarter. It should change each quarter. I don't follow anyone's advice, but my own. I think you should too. Some investors will tell you to hold, sell, or buy Are you underweighted or overweighted in your shares? Are you diversified with your sectors? These are just some of my questions I ask myself everyday. Remember, no one cares about your portfolio more than you do. Apple is a great company and Tim is going a good job. I spend a lot of money trying to find people to answer questions I have about Apple. It's that important to me. The same goes to BBL and all the other companies in my portfolio. I'm on the other end of retirement than you. I have been retired for years and still spend more time with my investments than ever. It's what I do full time. That, and of course travel and take care of Snow White. Good luck and go Apple. FYI, My PT for Apple at the end of the 1st quarter is 122. On January 20, 2015 my PT is 131. At the end of the second quarter, my PT is 136. On April 19th, my PT is 145. Will I be right? There's a 99% chance I won't be, but at least I will have more information to change my PT's after that. GO Apple.
    Nov 18, 2014. 12:27 PM | Likes Like |Link to Comment
  • Why Apple Should Not Buy Tesla Motors [View article]
    Sales in Teslas should go up. Lots more traffic in an Apple Store. Also, the dealers would have a harder time trying to keep Tesla's out of their states. Sounds like a win for Tesla. Think of all those questions the mrs. would have to answer and omnimoeish is correct that Apple has more money that they know what to do with. I think they should start buying something, really doesn't matter what company it is, as long as....... __________. Fill in the blank. What I like about this article is that Apple could buy Tesla, if it wanted too. Stay long and go Apple. Oh, heard rumor in the loop that an announcement is going to be made next week. Stay tuned.
    Nov 17, 2014. 12:25 PM | Likes Like |Link to Comment
  • Apple Pay Won't Drive Much Direct Revenue, But It Could Boost iPhone Loyalty [View article]
    Don't know where Apple pay is going? How about up! Way up! Apple pay will be a game changer and it's way ahead of any competition. How do you protect yourself from anyone hacking into any stores POS system? Won't or can't happen to you? How many Retailers got hacked this year? How many stores even know they are hacked? With Apple pay, who cares? That really cool new phone you just bought just got a lot more expensive when you don't have any money in your account because of cybercrime. Don't think you want to wait till it happens to you, when you should have bought an Apple in the first place. Your worries would be in your rear view mirror instead of, " Oh my god, what are we going to do now." I hope I don't tell anyone I told you so, so "Stay long and go Apple!!!"
    Nov 15, 2014. 06:06 PM | 2 Likes Like |Link to Comment
  • Apple + IBM Enterprise Event: What To Expect [View article]
    Coryzuck, oh it's no big deal about Monday. It was payday on dividends last week and I reinvest mine. It's usually takes an extra day so on Monday the amount of shares that I own in Apple increase. It's nice to compound shares. You really don't feel it now, but after five to six years it really does make a significant contribution to your bottom line. The rib against MB was if you short a stock you are responsible for paying the dividend. It was just a little jab, that's all. About the Champagne, Louis Roederer is my favorite and IMO, makes great Champagne. Crystal is their best. My wine cellar has a lot of their Brut Premier, and Snow White thought she saw a bottle of Crystal down there, but I haven't seen one. Guess I'm looking in the wrong wine cellar. J.M. Going to the big city, Seattle to find that bottle of "6 Putonyos." Can't wait to try it. Thanks!!
    Nov 15, 2014. 11:01 AM | 1 Like Like |Link to Comment
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