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MintyFresh32

MintyFresh32
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  • What If Apple Weren't A Tech Stock? [View article]
    "logically when you run out of new products, the stock trades at 10x........ after itv which will not make much money, what can apple build next? being honest, a bigger tablet? im really thinking here.... a game station? maybe they will get into online search or travel?"

    Sorry, but this is such nonsense, and only demonstrates how good AAPL has been at raising expectations. Nobody trashes a car company for not getting into the clothing business. Nobody dings KO for not developing a smartphone. Nobody laments that JNJ hasn't managed to break into the home-building business. Great companies in all sorts of businesses execute well and are rewarded in the marketplace for making better versions of their existing products. This notion that AAPL is dead as a company and as a stock if they do not continually develop and dominate entire new market segments that did not previously exist is absurd. Yet many spout it as gospel. Enough already.
    Nov 9 09:27 AM | Likes Like |Link to Comment
  • Is Apple Becoming A Dividend Stock? [View article]
    SOOOOoooo very tired of this "AAPL can't innovate any more" garbage. This article talks about AAPL as a dividend stock. Do you trash KO for not innovating? Do you trash PG for not innovating? Do you trash MCD for not innovating? These are good dividend stocks because they execute well, have healthy cash flows, grow market share and earnings over time, and consistently pay and increase dividends. Nobody expects these companies to create and dominate entirely new market segments every couple of years in order to remain in good standing as valuable stocks to hold. Yet that is what you say of AAPL. "If they don't release a space elevator this year, they're doomed and can no longer innovate blah blah blah." It is good enough for me if AAPL just keeps making better versions of their existing products, while incresing market share, revenue, earnings, and yes, dividends! That is what good companies do. Enough with this ridiculous "innovation" nonsense already!
    Nov 9 09:12 AM | 4 Likes Like |Link to Comment
  • What If Apple Weren't A Tech Stock? [View article]
    To plagiarize my own comment from another thread:

    "I for one am very tired of this idea that if Apple does not come out every couple of years with some entirely new and unanticipated product that creates and dominates a whole new product category that never existed before, then the company must be dead. It is ridiculous, and speaks only to the company's excellence that expectations are that absurdly high. This is a standard that is applied to exactly NO other companies, tech or otherwise. If Apple never defined a new product category again, but simply keeps making better versions of its existing phones, tablets, laptops, desktops, and operating systems, keeps taking market share, and keeps raking in lots of cash, I will continue to be one happy shareholder."
    Nov 8 05:15 PM | 5 Likes Like |Link to Comment
  • What If Apple Weren't A Tech Stock? [View article]
    I second the request for your thoughts about INTC, Chuck. You state in this article that you believe that most of the big tech names are undervalued. Given the low valuation and excellent dividend, INTC feels like a no-brainer to me. But it is hard to ignore the negative arguments. Any thoughts?
    Nov 8 04:34 PM | Likes Like |Link to Comment
  • What If Apple Weren't A Tech Stock? [View article]
    Well, for starters, it doesn't fold out to a 42-inch retina display that you can also use as a home theater. It doesn't include a time-travel feature that OR even just a simple teleportation device. It can't even shine my shoes -- and shoe-shining has been around FOREVER. I mean really, AAPL just doesn't innovate any more.
    Nov 8 04:22 PM | 31 Likes Like |Link to Comment
  • What If Apple Weren't A Tech Stock? [View article]
    Maybe there is something to this fiscal cliff idea? Big institutions selling off before possible capital gains tax increases? As the price drops, then more are moved to sell to lock in what gains they can at the better tax rate?
    Nov 8 04:07 PM | 5 Likes Like |Link to Comment
  • What If Apple Weren't A Tech Stock? [View article]
    Bravo, Chuck! Thanks so much for the detailed analysis.

    Any other thoughts as to exactly why the valuation on AAPL is so very low? Can it really just be fear of the tech sector and earnings growth decelerating from "crazy fast" to "really quite fast"?
    Nov 8 03:41 PM | 2 Likes Like |Link to Comment
  • Cook's Recipe For Apple Crumble [View article]
    There are myriad companies out there that rely on far fewer products than Apple does, or that generate more than 60% of revenue from a single product, and that are not subject to this same type of nonsensical argument.

    If this article was written about Walgreens, it would go something like this: "Walgreens is doomed because they have failed to dominate the home theater industry." If it was written about Toyota, it would look maybe like this: "For god's sake sell all of your Toyota shares NOW because they do not appear poised to release a hovercar this year." Apple is crushing it left and right in every single category in which they participate, and absurd articles like this argue that the stock is doomed because they haven't created and dominated a giant new category in a few years.
    Oct 31 03:00 PM | 3 Likes Like |Link to Comment
  • Cook's Recipe For Apple Crumble [View article]
    Bravo, lolszewski!
    Oct 31 02:02 PM | 3 Likes Like |Link to Comment
  • Cook's Recipe For Apple Crumble [View article]
    I for one am very tired of this idea that if Apple does not come out every couple of years with some entirely new and unanticipated product that creates and dominates a whole new product category that never existed before, then the company must be dead. It is ridiculous, and speaks only to the company's excellence that expectations are that absurdly high. This is a standard that is applied to exactly NO other companies, tech or otherwise. If Apple never defined a new product category again, but simply keeps making better versions of its existing phones, tablets, laptops, desktops, and operating systems, keeps taking market share, and keeps raking in lots of cash, I will continue to be one happy shareholder.
    Oct 31 01:42 PM | 2 Likes Like |Link to Comment
  • Apples And Oranges - Is There Anything Beyond The iPhone/iPad Story? [View article]
    Oh my god what a bunch of nonsense. All of those "peaks" you are comparing occurred in the giant tech bubble that subsequently popped. Some of those stocks have been excellent investments, despite the peak. Valuation and entry point matter. Etc. Etc. Etc.

    The value of technical analysis is a fine debate, but this isn't even technical analysis. This is "Hey, this cherry-picked picture looks kinda like this other cherry-picked picture -- let's make investment decisions based on that!"

    Yikes.
    Oct 31 01:31 PM | 6 Likes Like |Link to Comment
  • Where Is The Upside In Apple? [View article]
    True, but even with the total number of desktops (from all makers) in decline, AAPL could increase its penetration, and overall sales, significantly. I happen to think that the Mac ecosystem is so sticky that we will see this happen. Could easily be wrong, but that is the bet I'm making. Going to buy just a few more shares here below $600.
    Oct 31 11:01 AM | 1 Like Like |Link to Comment
  • Where Is The Upside In Apple? [View article]
    It is obvious and right to focus on phones and tablets, since that drives so much of AAPL's revenue these days. But where I think AAPL is going to shock everyone over the next year or two is with desktops and laptops. I think they are going to reach a tipping point soon and the mac market share of desktops and laptops is going to take off, driving big new profits. The iPhone and/or iPad is the foot in the door, and once those users get comfortable with the Mac system, switching the desktop over to Mac becomes a pretty easy choice, especially with the recent overhauls of the lines. Unhappiness with Windows 8 will only accelerate this trend.
    Oct 31 10:10 AM | 2 Likes Like |Link to Comment
  • Is Apple A Buy? [View article]
    Perhaps it would be helpful if you explained exactly HOW it "grounds" you on the price of the stock. I mean this earnestly. If you are using $8.25 as your reference -- honestly, how does that help you evaluate an entry point at $500, $600, or $700? What can this number possibly tell you of value?
    Oct 25 02:48 PM | Likes Like |Link to Comment
  • Is Apple A Buy? [View article]
    "Pawn price removes all the hype from a stock price. Apples current stock price has loads of hype built into it."

    Sorry, I can't let this go. You really believe that 98.5 percent of AAPL's share price is hype? Then why on earth would a dip into the mid-400s represent an incredible oppportunity? Because at that point *only* 98.1 percent of the $450 share price would be hype?

    Again, if I were you I'd just keep this to myself.
    Oct 25 02:45 PM | Likes Like |Link to Comment
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