Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

jrez

jrez
Send Message
View as an RSS Feed
View jrez's Comments BY TICKER:
AAPL, CSCO, FB, QCOM, S, T, V
Latest  |  Highest rated
  • Apple: Time To Get Optimistic Again [View article]
    I'm glad today's investors' view of Apple is undeservedly negative. Those are the investors who are easily manipulated by analysts' more or less whimsical forecasts (which change by the week anyway). Apple's the same company today that it was at $700 - maybe even stronger, as the stock buybacks at low prices is only going to strengthen Apple even more.

    So let those who are easily swayed by the largely unfounded negative opinion of the day keep driving or holding the price down in the short term so those of us who understand what a powerhouse company Apple is can pick up more on the cheap. That's what the big investors are doing - driving it down as much as they can with the view of increasing profits on the upside when they jump back in at rock bottom prices.
    May 16 12:25 AM | Likes Like |Link to Comment
  • Why A Budget iPhone Is A Great Idea: 4 Reasons [View article]
    Well exactly - that's the marketing hype that worked here, and that's why they used it. That's not going to work in emerging markets, though. Without a competitively priced phone in China/India, etc., Apple is sunk.
    May 9 03:43 PM | 1 Like Like |Link to Comment
  • Apple $395: Time To Give Up And Abandon Ship? [View article]
    Glad to see Apple took the course of action I also recommended and got the stock price up, instead of the advice of the ones who always want to argue against good sense. Nowhere to go but up from here, with cheaper iPhone on the horizon to take advantage of the China market.
    May 9 09:37 AM | Likes Like |Link to Comment
  • Apple: A Cheaper iPhone Makes Sense For Restoring Unit Volumes And Demand [View article]
    When no one had smartphones, it was good marketing to make iPhone seem like a Ferrari. But now that everyone has or wants a smartphone, Apple would have to be idiotic not to market a cheaper phone. They're just pricing themselves out of the major growth in emerging markets - hundreds of millions if not ultimately billions of customers. I don't think they're that stupid. Cheaper iPhone is on the way, have no doubt.
    May 3 10:57 AM | Likes Like |Link to Comment
  • Apple: A Cheaper iPhone Makes Sense For Restoring Unit Volumes And Demand [View article]
    Apple can have the best of the "premium" phones, and now the best of the lower-cost phones, too. I don't see the problem. People who want the premium will still buy the premium iPhone, those who couldn't afford the premium so they bought a cheaper phone instead, would have the option of having the best of the cheaper phones.

    Especially in China, it makes no sense not to offer a cheaper phone. You're pricing yourself out of 90 percent of the market. That's crazy.
    May 1 12:03 PM | Likes Like |Link to Comment
  • China And Apple: The Beginning Of A Beautiful Friendship? [View article]
    I should rephrase to say we know it's likely, based on WSJ and other typically reliable reports. As intelligent people, we can make some reasonable speculations as to what they are likely to do, which in the end is really no different than speculating about what new products they might release or where future earnings and margins will be. Sometimes you just have to use common sense and realize that not everything has to be explicitly spelled out for you to be likely. ;-)
    Apr 26 10:41 AM | Likes Like |Link to Comment
  • China And Apple: The Beginning Of A Beautiful Friendship? [View article]
    We already know that Apple is in fact releasing a cheaper iPhone for China. They should just keep the price slightly above Android equivalents, say 10% higher, to be in the strike zone and yet still maintain status symbol distinction.
    Apr 25 03:45 PM | Likes Like |Link to Comment
  • Apple (AAPL) drops to $405.86 - going negative after hours - as the company's earnings call (streaming audio) continues. (Earnings report[View news story]
    You contradict your own argument: They're trying so hard to please everyone/why aren't they doing what everyone wants?

    Apple is taking longer to release a larger screen phone because they want to get it right, not release some cheap samsung-style screen with less clarity - for which they'd be relentlessly attacked. Seems they just can't win with some people.
    Apr 24 09:30 AM | Likes Like |Link to Comment
  • Apple (AAPL) drops to $405.86 - going negative after hours - as the company's earnings call (streaming audio) continues. (Earnings report[View news story]
    Yeah, they hold Apple to a different standard than everyone else. If Apple released a phone with a crappy larger display like on the Samsung, they'd be hit for that. They can't win with this irrational herd mentality bashing them no matter what they do. Best thing to do in that case is to just ignore the chatter and go on making great products, which is exactly what they're doing.
    Apr 24 09:26 AM | Likes Like |Link to Comment
  • Apple (AAPL) drops to $405.86 - going negative after hours - as the company's earnings call (streaming audio) continues. (Earnings report[View news story]
    Too many people let Wall St. do their thinking for them. Lemming investing, I call it.
    Apr 24 09:22 AM | Likes Like |Link to Comment
  • Apple's New Pitch To Investors [View article]
    What better way to flip the bird to a willfully perverse Wall St. than a massive share buyback at these prices? F U hedgies! They can't keep this stock down forever. Retail investors who understand the fundamentals and the pure strength of this company are getting a fire sale right now. See where are a year from now - I guarantee there will be no shortage of investors kicking themselves for not getting in now.
    Apr 24 09:19 AM | 5 Likes Like |Link to Comment
  • Apple Q2 2013 Earnings Are Out: What You Need To Know [View article]
    Wall St. holds Apple to an unfair and different standard than any other company. And the retail investors go along with it. It's unfortunate, but eventually the tide will turn. You can't hold a behemoth like Apple down just by emotional sentiment. Sooner or later the fundamentals and product line (software/services as well as hardware) will win the day.
    Apr 24 09:08 AM | 1 Like Like |Link to Comment
  • Apple (AAPL): FQ2 EPS of $10.09 beats by $0.02. Revenue of $43.6B (+11% Y/Y) beats by $1.1B. 37.4M iPhones, 19.5M iPads, just under 4M Macs. Expects FQ3 revenue of $33.5B-$35.5B, below $39.3B consensus. Buyback increased by $50B. Shares halted. CC at 5PM ET (webcast). (PR[View news story]
    There's almost $100 billion left. Amazing how Apple can just do *nothing* right according to some people. *SMH*
    Apr 23 09:49 PM | 1 Like Like |Link to Comment
  • There Is Nothing Rotten About This Apple [View article]
    We all know that Android has no security issues. And Apple will never update iOS again. *rolling my eyes*

    iPhone sales will continue to grow, especially in emerging markets with a lower priced phone.

    You don't really know what products might or might not be in the pipeline. I'm sure Apple is not willing to broadcast to competitors every move they're planning to make.
    Apr 23 09:14 AM | Likes Like |Link to Comment
  • Apple $395: Time To Give Up And Abandon Ship? [View article]
    The CEO has a legal fiduciary responsibility to the shareholders that goes even above his own business decisions. People who can't understand basics like that have no business investing or commenting on topics they know nothing about.
    Apr 22 01:26 PM | Likes Like |Link to Comment
COMMENTS STATS
90 Comments
130 Likes