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2puttwo

2puttwo
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  • Apple's call: Watch sales, iPhone/iPad inventories, China, forex discussed [View news story]
    One should wait till Singles day, Christmas, and the Chinese new year before completely writing Apple's obituary. My guess it will be just like it was last year and the year before and the year before. Same negative thoughts sounding just like last year and the year before, and the year before that. One thing I do know about negative people- positive people seem to shun them. Increasing sales 35% ain't that bad. Some say that was a record quarter. My spies over at Foxconn say, " the new phone is a hit with the testers. Should do very well." Stay long and go Apple
    Jul 21, 2015. 10:12 PM | 4 Likes Like |Link to Comment
  • Apple: 5 Is The Magic Number [View article]
    Thanks Bill another great job. I really like the idea with the fives. I'm still a little bit more bullish than you, but not by very much. I really look forward to your articles especially around apples reporting and for that I gave you many thanks.
    Jul 21, 2015. 01:20 AM | 2 Likes Like |Link to Comment
  • SocGen upgrades Apple, hikes FQ3 iPhone estimates [View news story]
    Just wanted to know why it took them so long. I guess they kept wondering if the masses would think they were dumb or stupid. I'd bet for both.
    Jul 13, 2015. 11:38 AM | 4 Likes Like |Link to Comment
  • Apple: Lots Of Smoke (FUD), But What's On Fire Are Earnings And Growth Opportunities [View article]
    Great job. I liked your article. I couldn't agree more with your logic. This earning period will be another record, which makes sense, because it's still China's must have phone. One more thing I like about the iPhone is that it just keeps getting better, so I really don't mind trading it in every two years. Verizon doesn't even charge me, it just keeps me as a long term customer. Stand long and Go Apple!!!
    Jul 10, 2015. 06:09 PM | 2 Likes Like |Link to Comment
  • Habit Restaurants: Another Dip To Buy [View article]
    Just added more this morning. This is getting to be a very large position in my portfolio.
    Jun 30, 2015. 12:01 PM | 1 Like Like |Link to Comment
  • Apple: Focus On This Trend [View article]
    Good Article, but most of your articles are so....... Why has Apple been flat since mid February? It can't be a bunch of stupid investors...... Or can it!!!!! Stand long and Go Apple!!!!
    Jun 28, 2015. 11:50 PM | 4 Likes Like |Link to Comment
  • Apple gains following bullish Piper, Morgan Stanley iPhone notes [View news story]
    Strength in Apple really hasn't changed since the iPod. Free cash flow has been growing every year at a torrent pace. I really believe Apple will start to accelerate their growth rate over the next decade. Like I've said many times before - Apple is just getting started. Stand long and Go Apple. Think a larger iPad is on the way, but still can't confirm.
    Jun 24, 2015. 01:14 PM | 7 Likes Like |Link to Comment
  • Apple's Cash Dilemma [View article]
    That would only cost a $1.00
    Jun 23, 2015. 03:18 AM | 7 Likes Like |Link to Comment
  • How Apple Will Reduce Its Interest Expense By More Than 50% [View article]
    Cool!!!
    Jun 17, 2015. 12:12 PM | 3 Likes Like |Link to Comment
  • Apple WWDC Vs. Google I/O 2015 [View article]
    Alex, great job. Just got off the phone with China. Rumors are that a new larger iPad is in production at Foxconn, so I guess it's not a rumor. Doubled checked it with Hong Kong and they ( China Mobile) haven't heard it. I reminded that they told me that a larger iPad was coming out last year but didn't because of the demand for the new iPhones was so great. The demand for the new iPhones is still strong as for China Mobile is concerned but that they think that the new iPad could be in production. I was hoping they knew more but would not confirm that it is. So I guess it's still a rumor. Stand Long and Go Apple!
    Jun 16, 2015. 05:29 PM | 1 Like Like |Link to Comment
  • Apple WWDC 2015 Analysis (Podcast) [View article]
    I think Apple is telling us mere mortals that the way advertising works is going to change for IOS users. If you want to know something about a certain product you see, just click on it. No clicks, no ads. I can't wait for the new OS. I will be able to decide if I want to see an ad, just because of a quick swipe.This is going to be a game changer IMO. If Apple can pull this off, good by offensive ads, hello to great ads that I really want to watch, just because of a little swipe. What a great idea. Stand long and Go Apple.
    Jun 14, 2015. 07:26 PM | 3 Likes Like |Link to Comment
  • Apple: One Has To Think The Bigger Picture [View article]
    Bjn, nice job. I was wondering why no one mentioned the easy swipe function in IOS 9, to instantly clean an ad. When I heard it during WWDC, the mood in the event changed. It didn't receive the ovation that open source did, but I thought that, "little swipe", would be big deal. A very big deal. Nice job bringing that golden nugget to the masses. I just wish more analysts read this site. Maybe they would learn a thing or three. Stand long and Go Apple.
    Jun 12, 2015. 07:26 PM | 2 Likes Like |Link to Comment
  • Apple Music under antitrust scrutiny [View news story]
    Let's boycott NYC.
    Jun 10, 2015. 03:39 AM | 13 Likes Like |Link to Comment
  • Apple And The Challenge Of Rising Expectations [View article]
    I trade in my iPhone every two years and the new one is always better. Oh, I forgot, it's always been free too. That's what I like best about iPhones and Apple, they keep making it easy to upgrade and use. It's really a no brainer. Now, I just need to find a way so my wife doesn't upgrade every year. That's costing me.

    I guess the addition of two million developers with open source didn't mean anything to this author and the idiot sellers, but I bet my new iPhone 7 will be a lot better next year, just like it always is. Still can't figure out why many think they are expensive. Stand long and Go Apple!!!
    Jun 9, 2015. 06:43 PM | 7 Likes Like |Link to Comment
  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple [View article]
    Paulo, I'm surprised you used the word, "Demoted", without first checking in with Heather. Bad move!!! To me, this really shows a a lack of true research.

    She sure is happy with the demotion and like every married man knows, your wife is the first to tell everyone about it. I happen to know first hand that this was definitely not an demotion, because Heather is one very happy wife, but then again, she always is. Buy the way, so is Jony! What a great couple. Stand long and Go Apple!!!
    May 28, 2015. 11:38 PM | 1 Like Like |Link to Comment
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593 Comments
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