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jkopf

jkopf
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  • Apple reportedly drawn to Beats' streaming service; sell-side has its doubts [View news story]
    Nike pitches many of its products to the urban underclass, and Nike gets huge markups. Its T-shirts might sell for three bucks based on quality alone. Nike then adds a slick Swish logo and clever, rat-ta-tat-tat message: Just Do It. Nike gets these kids to drink its Kool-Aid and hand over an extra twenty bucks. Amazing. Tim Cook is on Nike's Board Of Directors. He must think Beats stuff can be Apple's Kool-Aid.
    May 16 03:23 PM | Likes Like |Link to Comment
  • Apple reportedly drawn to Beats' streaming service; sell-side has its doubts [View news story]
    If Beats makes junk headphones -- all show and no substance -- it's a lousy deal for Apple, and audiophiles think they're junk.
    May 12 04:27 PM | 4 Likes Like |Link to Comment
  • The selloff in Apple (AAPL) has reached the point of "insanely insane," says Topeka's Brain White, arguably the Street's biggest bull on the stock. Uber-bull or not, maybe he's got a point. Those selling Apple at a sub-10 PE while holding onto or buying Company X - with no earnings growth, selling at a 20 PE, but yielding 5% - may look back one day and wonder what they were thinking. [View news story]
    Stocks with large capital gains are getting sold off, to a large extent, because those who have held them fear a higher capital gains tax next year. Simple-minded? Yes. True? Yes.
    Nov 19 09:02 AM | 5 Likes Like |Link to Comment
  • Apple's Mini To Make A Big Appearance [View article]
    Just what I was thinking. Have iMac but nothing mobile. Do not want to come back after being away for a week or two and confront 300 emails. Also want the ability to manage my investments while away. There should be a market for this, especially around Christmas.... Apple must avoid bugs on this new product. We'll see..... Best case scenario: it will be a blockbuster. Odds on this? Don't know.
    Oct 2 11:06 AM | Likes Like |Link to Comment
  • 6 Reasons iPhone Will Surprise Analysts [View article]
    I have been wondering myself about the supply chain information that analysts have been trotting out for several quarters. From whom are they getting this information, and how much is being paid for it?

    If this is not inside information, what the hell is it?
    Jul 13 01:43 AM | 2 Likes Like |Link to Comment
  • Beware Apple's Concentration And Margin Risk [View article]
    If a car maker has a car selling for $35K and comes out with another that sells for $25K, they both can get from point A to point B, but where is the cannibalizing? And why can't the guy with the more expensive car buy a second for his kid who is going off to college? Each car competes against other cars in their respective classes. BMW makes cars that sell for more than $50K, and you can buy a Mini for less than $25K. Is this strategy hurting BMW?
    Jul 5 01:06 PM | 4 Likes Like |Link to Comment
  • Jeff Gundlach stirs things up at the New York Yacht Club, the bond man telling a luncheon if he were master of the universe (isn't he?), he would be short Apple and long natural gas with 100X leverage (prev. on NG). On the Fed: There's no inflation only if you look at house prices and wages, and yesterday "added another dose of confusion" to the mix.  [View news story]
    Jeff Gundlach! As seen on TV!! CNBC!!! New York Yacht Club guest speaker and guru!!!!

    Look out, Jim Cramer!!!!!

    This is heavy stuff.

    Full disclosure: I was long NG a year ago and got the hell out before I lost my shirt.
    Apr 26 05:33 PM | 1 Like Like |Link to Comment
  • Apple Shares Dip As The U.S. Government And 15 States File Suit [View article]
    Good to know the DOJ is out there protecting Amazon. Amazon, with its heft and ability to deliver stuff without either Amazon or the purchasers paying tax on what is bought, has driven tens of thousands of book sellers and music stores out of business, and with that, the dismissals of the employees of these stores. Publishers will also be destroyed as writers deal directly with Amazon and bypass traditional publishers. Amazon has a business model that allows it to become as vertically integrated as Big Oil.
    Apr 12 09:26 AM | 4 Likes Like |Link to Comment
  • Releasing Our Dividend Report On Apple, Expect Double-Digit Annual Growth [View article]
    The prospect of increasing dividends makes Apple attractive to widows and orphans. Capital appreciation is more important to others. And Apple, in itself, offers diversification to any portfolio. Nothing is totally safe except death, but Apple can be considered relatively safe.
    Mar 20 09:29 AM | 1 Like Like |Link to Comment
  • Apple Cash Announcement Coming Monday - Why I'm Hoping It Disappoints [View article]
    The quarterly dividend and buyback authorization is almost a non-event. This still leaves open the option, within a year, of a special dividend. I'm going back to sleep.
    Mar 19 09:06 AM | Likes Like |Link to Comment
  • Chris Whitmore, take your perp walk. Apple's (AAPL -0.7%) failure to hold $600 is blamed on the Deutsche Bank analyst who proclaimed around midday that AAPL's parabolic rise had gone too far. Whitmore made clear his firm was just taking profits after rising 50% since October. Many Streeters share the skepticism, but they've been burned too often in the past to say so.  [View news story]
    A Bank analyst takes profits. The analyst immediately says he has taken profits. Is the analyst doing this to drive down the price further? If it does he looks good. And when it continues to go down he can buy at a lower price. Mind you, this analyst is NOT TRYING TO MANIPULATE THE PRICE OF APPLE.
    Mar 16 09:53 AM | Likes Like |Link to Comment
  • Apple: Arguments Against A Dividend, Stock Split And Buyback [View article]
    Shareholders who get nosebleed if Apple gets over one thousand should put on a parachute and gently descend. They can then count the money they have made. Later they can count the money they may have made (or lost) had they retained those shares. In any event, I am not sure this issue is worth discussing.
    Mar 15 09:47 AM | Likes Like |Link to Comment
  • Apple's Clash: Rising Stock Price Vs. Declining Company Superiority [View article]
    Hello, John Tobey

    Those Apple shares you sold just below $500? I bought them, to add to my collection. Thank you.
    Mar 9 10:31 AM | 3 Likes Like |Link to Comment
  • Apple Shouldn't Do Anything About Its Cash Position [View article]
    In general, I am agreement. Maybe a currencey hedge is appropriate. Apple probably has done this.
    Mar 7 10:36 AM | 1 Like Like |Link to Comment
  • Special Dividend: The Solution To Apple's High Class Problem [View article]
    I prefer a special dividend rather than a regular dividend. With new products being introduced at irregular intervals, quarterly and yearly earnings can be skewed. If dividends reflect earnings, they too will be skewed. Volitility in the amount of a dividend should be avoided.
    Mar 4 02:11 PM | 1 Like Like |Link to Comment
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