Seeking Alpha

Humble Eagles

Humble Eagles
Send Message
View as an RSS Feed
View Humble Eagles' Comments BY TICKER:
Latest  |  Highest rated
  • Report: Apple unveiling wearable device at Sep. 9 iPhone event [View news story]
    Funny....Those are easy compared to ground-braking!!
    Aug 27 07:39 PM | Likes Like |Link to Comment
  • Apple's A8 Processor Launch And Its Impact On Intel's Mobile CPUs [View article]
    Nic, I hear that a lot here, but actually Apple is still very cheap compared to the rest of the market. If AAPL had the same PE as the Nasdaq 100 it would be almost $140, but Apple has a lot more cash per share than the average Nasdaq company, so $140 is very conservative. Look at any of the indexes and it goes up dramatically with their multiple, either trailing or forward and without any cash. It also has a higher dividend than the indexes, about 50% higher than the NSDQ 100 or Russell 2000. That tells me the market has put a very deep discount on Apple. So, if they execute well or the new phones and products surprise it could still go up a whole lot. Forward PE today is about 14.5; back the cash out and Apple is about 11.5! Analysts have not factored in new products, so I think estimates will go up a lot. I think Apple is a good way to increase value for institutions--add Apple shares and sell QQQs. You are almost cutting your multiple in half!
    Aug 27 07:27 PM | 1 Like Like |Link to Comment
  • Report: Apple unveiling wearable device at Sep. 9 iPhone event [View news story]
    Robert, "ground-braking" Wow, that would be big!
    Aug 27 07:11 PM | Likes Like |Link to Comment
  • Apple's A8 Processor Launch And Its Impact On Intel's Mobile CPUs [View article]
    I read the the A8 will "only" be a 30-50% bump from the A7, but graphics will likely double...same thermals. Still pretty good. I think they are trying to win with other features this time: bigger and almost indestructible screen, along with more integration with wearables, home kit, health kit, and A TV. I think Apple will be fine with trading minis for a very high margin 5.5" model. I suspect the mini will still be popular because of price sensitivity. 5.5" rumored to be expensive. Apple looks to have a tremendous rollout. I think the sneaky play this time is sapphire production companies. We need to remember that when Apple brings it, everybody adds it. According to the sources I am reading, broken screens will be snuffed out, and that is a huge number. Just one more advantage in Apple's corner. 70-80MM iP6s in CY 14 is the rumor from multiple sources...way above estimates. GLTA.
    Aug 27 04:29 PM | Likes Like |Link to Comment
  • Report: Apple unveiling wearable device at Sep. 9 iPhone event [View news story]
    On a serious note, numerous sources have said 3-5MM/mo. wrist communicators, along with 70-80 iP6s for CY14. The street has zero wearables and 50-60MM iP6s. If Apple comes close to those numbers, estimates are going way, way up...
    Aug 27 04:12 PM | Likes Like |Link to Comment
  • Report: Apple unveiling wearable device at Sep. 9 iPhone event [View news story]
    Would Apple come out with a loser? They think they can sell 3-5MM/mo. according to more than one source...that tells me they think it is really, really good. We will see.
    Aug 27 03:34 PM | Likes Like |Link to Comment
  • Report: Apple unveiling wearable device at Sep. 9 iPhone event [View news story]
    Makes perfect sense to intro this with the iPhone imo.
    Aug 27 03:32 PM | Likes Like |Link to Comment
  • GT Advanced Technologies: Is A Short Squeeze Coming? [View article]
    Agreed, Hatv. Sapphire is so much more than just screen covers, too. Wearables, LED substrate, military uses, specialty semi uses, and many more. I like GTAT and RBCN as accessible names in this space. I did an Instablog today on RBCN at http://seekingalpha.co... In case anyone is interested! GLTA.
    Aug 27 09:37 AM | 3 Likes Like |Link to Comment
  • GT Advanced Technologies: Is A Short Squeeze Coming? [View article]
    Tumble, Apple is going to be rolling out new stuff for the next couple of months, so the 9th may just be the beginning of the squeeze. I wouldn't want to be short GTAT without protection! Another sneakier play on the 9th is RBCN. RBCN was a key leader in the sapphire space, but they didn't win the Apple deal. They have an EV of a little more than $100MM (GTAT is about 25X RBCN) and they are selling below book value. The business has been somewhat south of terrible lately, so a turn around of any sort could double RBCN instantly. They would be a nice takeout target for their expertise and facilities. They are particularly strong in the 6 inch space. They have a third of their float short, too. When Apple enters a new tech space, the mobile universe almost always follows--look at phones, tablets, etc. If they make sapphire fashionable and necessary on the 9th and following, I look for GTAT and RBCN to enjoy significant squeezes. Great article by Bill, and GLTA.
    Aug 27 05:12 AM | 9 Likes Like |Link to Comment
  • Sucker Yield REITs: Does Whitestone Qualify? [View article]
    Great points, Mike. Brad talks a lot about total appreciation, so if the big REITs are in danger over the next 12 months, I am sure he will have a strategy going forward. Although, buying and holding an income stream in these platinum quality names, and ignoring the short term noise up and down, also makes a lot of sense as a strategy to me. I would much rather add them *after* they have corrected, though. Having said that, I have culled the high P/FFO/low yield names and moved toward low P/FFO names (logic above), or into other opportunities like you. Much as I love some of these companies, I get concerned below 5%, and they scare me below 4%. GLTA.
    Aug 27 04:53 AM | Likes Like |Link to Comment
  • Apple: Previewing Fiscal 2015 [View article]
    Thx, 2putt. I have seen pretty strong discussion both ways, with separate rollout dates having a slight advantage. They may as well keep the media in CA if they have three events over six weeks!
    Aug 27 04:28 AM | Likes Like |Link to Comment
  • Why "S&P 2000″ Is A Fed Manufactured Mirage: The "Buy The Dips" Chart That Says It All [View article]
    MI, the only personal "anti" I saw was the kid saying he wanted to see baby boomers fade away! His handle is Machiavelli, so assuming he actually is as educated as you think, it can't be a good outcome for anybody over the age of 50!! I guess if you are 49 or less he will let you live for a little while!! What happened to investments? Maybe we need a Seeking Political Alpha website for you guys?
    Aug 26 09:07 PM | 3 Likes Like |Link to Comment
  • Why "S&P 2000″ Is A Fed Manufactured Mirage: The "Buy The Dips" Chart That Says It All [View article]
    SDS/MI, who needs Tea Party porn when we have a liberal love-fest/orgy that has taken over what was a good investing website. V0-Mite!
    Aug 26 09:00 PM | 2 Likes Like |Link to Comment
  • Apple: Previewing Fiscal 2015 [View article]
    2putt, any guesses on the arrival flight for the 5.5? We looking at the 9th or later? TIA
    Aug 26 03:44 PM | Likes Like |Link to Comment
  • Why "S&P 2000″ Is A Fed Manufactured Mirage: The "Buy The Dips" Chart That Says It All [View article]
    Agree, Fripp. They are about at the targets. Keeping it there will be the challenge. I think everybody on this thread would agree that is the risk going forward. It could blow up under a number of unfavorable scenarios.
    Aug 26 11:40 AM | Likes Like |Link to Comment
COMMENTS STATS
1,397 Comments
3,221 Likes