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  • Samsung Is Sinking, While Apple Garners Robust Demand In China [View article]
    I agree that a lot of people might prefer smaller, but millions and millions view it as an inferior feature, Ratty.
    Oct 10, 2014. 11:04 AM | Likes Like |Link to Comment
  • Samsung Is Sinking, While Apple Garners Robust Demand In China [View article]
    Because of the way Apple does marketing and PR, I think a lot of tech sites and writers want to avoid being called an Apple lover/fanboy. The only way to do that is to talk up whatever the competition offers. Apple's products are just better than the competition. I don't think I have an ounce of fanboy in me--I will and do criticize when it is appropriate. There is a lot of denial about Apple's machine. The biggest advantage they have is customer service. Many customers put up with inferior features (like small screens) simply because of Apple's customer service. Quality helps, too.
    Oct 10, 2014. 10:29 AM | Likes Like |Link to Comment
  • Expect "Seven Years of Lean" - Bill Gross [View news story]
    ckb, I agree with him a lot more than I did five years ago, too. I think managed investments will have their day again, compared to indexing, and returns will be lower.
    Oct 10, 2014. 08:31 AM | 1 Like Like |Link to Comment
  • How High Can Icahn Drive Apple Shares? [View article]
    John, sonic is correct. I was writing what people were saying last year when the stock was in the 400s and Icahn was buying and tweeting--the same thing they are saying today. And yes, Peter, I have pointed that out many times. We still need to go up about 10% to get to the same market cap as 2012. Apple has a lot of altitude available ahead.
    Oct 10, 2014. 08:08 AM | 2 Likes Like |Link to Comment
  • Apple: The $200 Billion Question [View article]
    Pin, remember that memory prices go down over time. In my example, the margins will go up. If somebody has an iP5 16Gb and they upgrade to the iP6 64Gb, it will be higher margin than the 16Gb they would have upgraded to if the tiers were the same. On the phones, I wasn't comparing the phones, but merely units and pricing. If it throws you off, you can think of the 5S against last year's 5C. And you can create a blended ASP between the 6 and 6+ as a pretend model that would compare to the 5S. The point is that units are rising very dramatically and the ASPs will be higher. Since the WSJ said knowledgable sources indicate that Apple is putting off the big iPad to devote resources for the 6+, I would say it is selling better than their wildest expectations.
    Oct 9, 2014. 10:31 PM | Likes Like |Link to Comment
  • How High Can Icahn Drive Apple Shares? [View article]
    Fluffer, the gallery occupants were saying the same exact stuff when Icahn was buying and tweeting last year, so I agree! He doesn't care about Apple; he just wants to dump his stock for a quick profit; Apple won't go up past the 65-70 range (adjusted); it will never get back anywhere close to the all time highs. The funny thing is that the Board and Executive team might be accused of dumping their shares for a quick profit, but Icahn continues to accumulate shares and he has a vision for far higher prices. I agree with Carl: buy it all back if you can!
    Oct 9, 2014. 10:15 PM | 2 Likes Like |Link to Comment
  • How High Can Icahn Drive Apple Shares? [View article]
    If they buy 15% of the outstanding shares, they can raise the divvy 15% at the same payout...buybacks keep on giving!
    Oct 9, 2014. 10:08 PM | 4 Likes Like |Link to Comment
  • Apple No Longer Seems Massively Cheap, Even Ex-Cash [View article]
    On IOS, people are just waiting for 8.1. They will have the same uptake in six months. Here is something most of us are clueless about: fashion. Vogue in China. They are going to sell a bunch on looks and fashion alone, and the ASP may be iPhone-like. Wouldn't it be funny if they sold 40-50MM at an iPhone ASP?
    http://bit.ly/1rk4tY9
    Oct 9, 2014. 09:45 PM | Likes Like |Link to Comment
  • Playing This Yo-Yo Market [View article]
    Things weren't perfect back in '53, but crime rates, out of wedlock births, drug problems, and about 100 other factors were much better then. I could go on, but we were discussing investments....
    Oct 9, 2014. 08:47 PM | 13 Likes Like |Link to Comment
  • Apple: The $200 Billion Question [View article]
    Bill, just for fun...$1111, when you factor out about 10% for the share reduction and divide it by 7 is ~$142. If Apple had the same forward valuation as the NSDQ 100 this AM it would be about $138. Half the cash per share would do it easy. I think it is a very reasonable valuation, assuming the market multiples stay high like they are now.
    Oct 9, 2014. 08:43 PM | 1 Like Like |Link to Comment
  • Expect "Seven Years of Lean" - Bill Gross [View news story]
    Funny, I remember seeing him on TV five+ years ago and he was telling us to expect lower than normal returns. It would have been nice to get the 7 years of fat call ahead of time! Not criticizing...it ain't easy for anybody. He's Bill, not Joseph.
    Oct 9, 2014. 05:28 PM | 6 Likes Like |Link to Comment
  • Carl Icahn posts open letter to Apple [View news story]
    Well, I really like my Chinese phone and iPad...designed in CA, but...
    Oct 9, 2014. 05:08 PM | 1 Like Like |Link to Comment
  • Apple No Longer Seems Massively Cheap, Even Ex-Cash [View article]
    Interesting. I see Apple finally getting big screens and sales going through the roof, utterly crushing higher end Android sales in developed markets! Android is being sent to the bargain bin, and China wants a native OS. I suspect they will come up with one down the road...I would be afraid of GOOG, but, one man's trash....you know the rest.
    Oct 9, 2014. 04:37 PM | Likes Like |Link to Comment
  • Playing This Yo-Yo Market [View article]
    I agree, Hank. Especially with high yielding REITs. You get a lot of income to DCA back into your favorite bargains. The problem KYAN is talking about, though, is probably when you are living off the divvy in retirement.
    Oct 9, 2014. 04:28 PM | 2 Likes Like |Link to Comment
  • Playing This Yo-Yo Market [View article]
    I'm a little under 30% cash, and haven't done much of anything. ARCP is so cheap I would add more, but I am at my limit. I added a little bit of F today and that is all I have done recently. Like the divvy, and I like the new engines. Haven't owned autos in a while. GLTA.
    Oct 9, 2014. 04:02 PM | 1 Like Like |Link to Comment
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