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catbird

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  • Apple: May Has Come And Gone And No $140; Where We Stand [View article]
    P.T. Barnum said "There's a sucker born every minute." He comes in looking for the EGRESS and when he finds it he can EXIT. :-)
    Jun 3, 2015. 04:39 PM | Likes Like |Link to Comment
  • Apple: May Has Come And Gone And No $140; Where We Stand [View article]
    Everyone snickered when Carl Icahn called attention to how cheap Apple's stock was and how value could be enhanced by much larger buybacks possible by issuing debt, etc. Tim Cook didn't ignore his suggestions. He found a way to accomplish what has been a joyride for long term holders.

    A 7 for 1 stock split made APPL affordable to round lot investors. Huge buybacks, successful launch of the I-Watch, sustained results of IPhone 6 & Plus and more have driven the stock price to new highs.

    So Richard, much like CI, you've been pounding the table that APPL still is very cheap by many yardsticks. Is it too early to predict that by early next year when 2014 results are in, we'll have seen that the stock had risen high enough that TC had split it 2 for 1 and attracted new stockholders who had been so happy with Apple's products that they could purchase more affordable round lots as Xmas gifts.

    That's my prediction. I could be more outrageous than you because I don't have any followers:))
    Jun 3, 2015. 10:25 AM | Likes Like |Link to Comment
  • Apple: May Has Come And Gone And No $140; Where We Stand [View article]
    Richard, like your style, and responses to derisive comments are on target!

    As an APPLer, who came into Apple late after listening to the wife gloating after all the splits, etc., because she bought APPL at the original IPO.

    I became an Apple believer despite all the skeptic "one trick pony" proved wrong.

    I'm a patient octogenarian. Still, hanging out on blogs with all you young pups keeps me young. Keep smiling.
    Jun 1, 2015. 06:27 PM | 4 Likes Like |Link to Comment
  • Why Apple's Dividend Increase Is A Disappointment [View article]
    Faced with that dilemma when AAPL started rising, narrowing the gap between the price of AAPL when the call was sold and the strike price, I determined that I would replace the stock then even before the expiration date. Then when the stock was called away I still had the same number of shares as before, kept the premium received when the call was sold, and also won $$ for the differential between the higher strike price and the price when the call was sold.

    Haven't been tempted to sell calls again now that I'm a believer in Tim Cook, genius chosen by Steve Jobs and worthy successor.
    Apr 28, 2015. 04:34 PM | 1 Like Like |Link to Comment
  • Why Apple's Dividend Increase Is A Disappointment [View article]
    Complaining about an 11% dividend raise? Really? Some investors are never satisfied, picky picky picky.

    Most AAPL holders bought because of the high performance and growth. Long term holders weren't getting dividends that started only two years ago. Some of them complain that they want only increased buybacks so the stock float available to short sellers will shrink more.

    So what's right, higher dividends or increased buybacks? King Solomon would probably say Tim Cook is right because fortunately there's enough for both, and more than enough for innovation to further improve existing products, and to develop and bring to market new stuff we never dreamed we would need and must have.
    Apr 28, 2015. 01:12 PM | 11 Likes Like |Link to Comment
  • Apple: Thanks For The Stock Boost; Now How Bout More Cash? [View article]
    When he said "R & R on the Apple Car" did he mean "rest and recreation on the back seat of the Apple Car"?
    Apr 26, 2015. 01:05 PM | 2 Likes Like |Link to Comment
  • Apple: Thanks For The Stock Boost; Now How Bout More Cash? [View article]
    AAPL 3 year dividend chart shows increases in the May 2013 & 2014 quarters, so another increase is expected, and this article is more encouraging than I anticipated.

    Thinking of AAPL shorts digging into their dwindling reserves (they'll have to cough up the dividend), and with a higher increase no doubt we'll see some more short covering. Love a short squeeze. Makes me want to hug those shorts until they capitulate.
    Apr 26, 2015. 11:44 AM | 11 Likes Like |Link to Comment
  • Here's Why Analysts Have High Hopes For The New Apple Watch [View article]
    Cramer talks about the Apple wearable to be launched April 24th having a Health Monitoring Kit as its most long lasting breakthrough feature. Oh, it also will keep time. Then Cramer looks at the watch he's wearing and says he'll still be wearing his expensive watch as he always has on that wrist, and the new wearable HMK on the other so he'll be in constant communication with doctors and hospitals even in his travels.

    That's the future, improving health big-time for every hypochondriac, with me near the top of the list (just behind Cramer).
    Apr 5, 2015. 12:52 PM | 1 Like Like |Link to Comment
  • Carl Icahn's Apple Price Target Appears Unrealistic [View article]
    Apple doesn't need financial engineers pushing accelerated share buybacks. Let's not interfere with management's mission, to come up with the next great idea for product and marketing development through innovative research.

    Having ample cash reserves is not a bad thing. It enables Apple to perfect ideas in formative stages to be brought from the drawing board into testing models and then fine tuning until ready for production and marketing. That's what stockholders want, new moneymaking blockbusters.
    Feb 19, 2015. 06:45 PM | Likes Like |Link to Comment
  • Apple: The Case Against A Dividend Increase [View article]
    Apple's business plan, Innovation to create products that change the world, continues to amaze. Apple more than any other company is a symbol of success.

    New products aren't released until kink-free. R & D get first priority. Fortunately management skills breed cash flow available for dividends, even for increases, and set a floor for value investors based on yield.

    Market timing well executing buybacks when stock pricing is pressured decreases the stock float and offsets attacks by short sellers scaring weak investors.

    If you believe in investing in sector leaders, Apple should be at the top of your list.
    Apr 18, 2014. 07:53 PM | 1 Like Like |Link to Comment
  • Apple: How To Admit You're Out Of Ideas [View article]
    Read Isaacson's bio of SJ. Innovation, quality, pride. A new product doesn't go into production until kinks are resolved. That's the reason AAPL has been so successful. Why do critics pound the table, complaining they aren't innovating, not having introduced a new product since October. Or that a new product isn't really new, just an improvement of an earlier product.

    Half empty or half full? Or should we just say your full of it?
    Apr 24, 2013. 07:47 PM | 1 Like Like |Link to Comment
  • Why Apple Will Continue To Climb [View article]
    I agree. Fundamentals really hadn't changed. What changed was that bears picked over apparent weaknesses and took control, shaking out weak holders. Reexamination of then lower market pricing and new opportunity happily pointed to pulling the trigger on new trades.
    Feb 12, 2013. 06:51 AM | 1 Like Like |Link to Comment
  • Why Apple Will Continue To Climb [View article]
    I'm a new Apple owner, a forced one, when AAPL slid below the put strike price, 530, and more below break-even point,490, adjusting for the 40 point initiating premium. Sure, I thought of covering on the way down from the shock effect of panic sellers. Luck plays a part in this. Talk about no-brainers, Mike S., I wasn't brain dead.

    I believe the AAPL story, so I sold leap puts at 420,410,400, but the sweetest one was March 450. Enjoying the rebound. Ca-ching!
    Feb 11, 2013. 08:18 PM | 1 Like Like |Link to Comment
  • MIA: Apple Investors [View article]
    What garbage. Today's bounce should continue after weak holders exited AAPL with over 10% of the float traded by the end of last week.

    Yes, we mourn Steve Jobs. He recognized and encouraged innovative talent. AAPL and its $137B will eat your shorts. (Sorry about the pun).

    Funny isn't it that SA authors who don't have the skills to get an IT innovative job at AAPL are criticizing the company's performance. Suffering breakdowns by vendors due to natural disasters, AAPL made up the production shortfall by obtaining other source vendors. Then this was a 13 week quarter, and was mismatched against the 14 week quarter in the prior year. No mentions by the author. Enough said.
    Jan 29, 2013. 12:45 AM | Likes Like |Link to Comment
  • Is Apple Really A 'Buy'? [View article]
    We lament Steve Jobs personal tragedy. By his mentoring, striving for perfection at Apple, he lives on. His ideas gave birth to devices that existed for decades in Dick Tracy cartoon strips. He turned fiction into reality. We live in global markets and everyone looks to Apple to be the leader in introducing new products.
    Jan 13, 2013. 05:05 PM | 1 Like Like |Link to Comment
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