20smoney

How Much Are Apple's 45 Million Users Worth?

Interesting article with some large assumptions

Apple Scores Again

Apple is amazing company. I"m not buying at current levels tho. Yes, it requires patience but i believe there will be a significant pullback in the market sometime in 2nd half of the year.

Good luck!

Kevin
20smoney.com

Is Apple Poised to Move into the Living Room?

Agreed. Apple is poised better than anyone to capitalize on the living room. Why would they not? They have the seamless ecosystem of products and content already in place, why not add another room?

Is Amazon's Kindle Outpacing Early iPod Sales?

Kindle is selling like hot cakes yet I never see ANYBODY with one. I'm not a believer in the Kindle story. Who wants to carry one of those around?

Apple's Software Sales: Investors' Heaven

Good post. I'm huge on Apple but have recently sold much of my position in the recent bounce... i'm hoping Apple dips below $80 maybe even $70 to buy back in...

Great stock for the long term

Why I'm Selling Apple and Google Today - and Holding Amazon

I appreciate the article. I disagree with Apple to some degree. I think Amazon is an incredible company but is still pretty expensive. I think there will be better buying opportunities in 2009 for AMZN.

Thanks

Apple: Press Needs to 'Get Over' Steve's Secrecy

Good article. I agree.

Mac vs. PC vs. Gold

Interesting article. I'm very bullish on gold and have a position in Apple.

Apple iPhone Hits Wal-Mart

Good article. Macro factors will keep the stock down temporarily, but like you said if and when this economy recovers, Apple will skyrocket higher. They will be among the brightest on the other end of the recession/depression.

I wouldn't mind seeing them pay some dividends while we wait tho :)

20smoney.com

Apple: Trading on the Cheap

ten reasons to buy apple now at 20smoney.com

Reading Apple: iPhone Sales Slightly Off, MacBook OK

Andy:

I love your analysis, but your unit sales estimates look pretty high, maybe too high. Thankfully, even if we don't hit those unit sales, we're looking at fantastic earnings for quarters to come.

I'm very long apple.


On Nov 17 11:46 AM Andy Zaky wrote:

> Nice rundown of Munster's estimates. Notice, that even Munster's
> estimates are conservative. His estimates get moderately beat every
> single quarter, and I'm personally expecting some pretty big upside
> on the quarter. Here are my estimates published at bullishcross.com:
>
>
> Unit Sales:
> 2.8 Million Macs
> 8 Million iPhones
> 22 Million iPods
>
> Earnings Estimates:
> $11.29 Billion in Revenue
> $1.96 in EPS
>
> This is probably the most realistic outlook investors are going to
> receive from any analyst. I'm brutally honest at a time where some
> want me to keep my mouth shut. ;)
>
> I simply cannot do that.

Who Will Take GM's Place in the Dow?

Apple would be a great Dow component.. They will outgain the majority of the market in the coming years.

Will Apple's Q1 2009 Revenue Estimates Be a Blowout?

probably the best analysis of apple's future earnings. Great job

Apple's Next Big Content Push?

Interesting article. Apple remains one of the best investments out there with a 3-5 year time horizon. Read more about why I think so at 20smoney.com

Apple's Next Big Content Push?

Interesting article. Apple, in my opinion, remains one of the best investments out there with a 3-5 year time horizon. Read more at 20smoney.com