1509alpha's Comments 1509alpha's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/1778311/comments More on Apple: iPhone and Mac sales below expectations, iPads roughly in-line. FQ1 gross margin was 38.6%, down 510 bps Y/Y but above guidance of 36% and responsible for EPS beat. FQ2 gross margin guidance of 37.5%-38.5%. Exc. retail, Americas sales +15% Y/Y (was +43% in FQ4), Europe +11% (+8% prior), Japan +25% (+113% prior), Greater China +67%, rest of Asia-Pac +10%. Retail +5%. Cash/investment balance at $137B. AAPL -4.8% AH. CC at 5PM ET (webcast). (PR) http://seekingalpha.com/currents/post/777531?source=feed#comment-14065331 14065331
Do you value all companies like this? Not much I can say your negative outlook is in charge for the time being. I just remain amazed.]]> Wed, 23 Jan 2013 17:24:43 -0500
Do you value all companies like this? Not much I can say your negative outlook is in charge for the time being. I just remain amazed.]]> Apple: Before Earnings, The Facts On China http://seekingalpha.com/article/1128511/comments?source=feed#comment-14064951 14064951
Cash on hand $137 billion.

I wonder how high all sales, phone, mini and mac, would be if manufacturing could keep up?]]> Wed, 23 Jan 2013 17:17:36 -0500
Cash on hand $137 billion.

I wonder how high all sales, phone, mini and mac, would be if manufacturing could keep up?]]> Apple (AAPL): FQ1 EPS of $13.81 beats by $0.37. Revenue of $54.51B (+18% Y/Y) misses by $220M. 47.8M iPhones, 22.9M iPads, 4.1M Macs, 12.7M iPods. Expects FQ2 revenue of $41B-$43B, below $45.6B consensus. Shares -4.3% AH. (PR) http://seekingalpha.com/currents/post/777441?source=feed#comment-14064521 14064521
Earnings for this fiscal year projected $51/share. P.E. down to about 6.5 Amazing!]]> Wed, 23 Jan 2013 17:08:26 -0500
Earnings for this fiscal year projected $51/share. P.E. down to about 6.5 Amazing!]]> "Investors are worried about iPhone demand, iPad mix, Mac sales and most importantly margins," says BTIG's Walter Piecyk, discussing concerns going into Apple's (AAPL +1.4%) FQ1 report today. Piecyk took a lot of heat for downgrading Apple to Neutral last April, but shares are down 20% since then. He thinks an "old-school" revenue beat is needed to calm investors, but with shares now below 8x FY13 EPS exc. cash and earnings expected to show the first Y/Y drop since '03, expectations have come down. Revenue is expected to grow 18% Y/Y to $54.7B. http://seekingalpha.com/currents/post/776191?source=feed#comment-14046771 14046771
I wonder if AMZN investors have this margin worry Walter highlights?]]> Wed, 23 Jan 2013 10:54:57 -0500
I wonder if AMZN investors have this margin worry Walter highlights?]]> Apple's Margins Are The Key To This Quarter And Beyond http://seekingalpha.com/article/1126911/comments?source=feed#comment-14044791 14044791 Wed, 23 Jan 2013 10:08:15 -0500 Verizon (VZ) states on its Q4 call it activated 6.2M iPhones in Q4, good for 63% of total smartphone activations (up from 46% in Q3, and 56% in the year-ago period). Big Red had previously disclosed it activated 9.8M smartphones in the quarter. CFO Fran Shammo says about half of the iPhone sales involved the iPhone 5 - that remark comes as UBS points to survey data indicating a mix shift towards older and lower-capacity iPhone models. Apple (AAPL) +0.8%. (AT&T smartphone sales) http://seekingalpha.com/currents/post/772911?source=feed#comment-14001991 14001991 Tue, 22 Jan 2013 10:18:14 -0500 Verizon (VZ) states on its Q4 call it activated 6.2M iPhones in Q4, good for 63% of total smartphone activations (up from 46% in Q3, and 56% in the year-ago period). Big Red had previously disclosed it activated 9.8M smartphones in the quarter. CFO Fran Shammo says about half of the iPhone sales involved the iPhone 5 - that remark comes as UBS points to survey data indicating a mix shift towards older and lower-capacity iPhone models. Apple (AAPL) +0.8%. (AT&T smartphone sales) http://seekingalpha.com/currents/post/772911?source=feed#comment-14001121 14001121 Tue, 22 Jan 2013 10:01:11 -0500 Apple: Behaviorally, Fundamentally Attractive http://seekingalpha.com/article/1124081/comments?source=feed#comment-13998451 13998451
Abe Lincoln in the 1860-1865 period was the most important person in the U.S.A. Gone and we are still here. Walt Disney, talk about a visionary, the company is better than ever.

Large organizations will always have change, don't sell everyone else short.]]> Tue, 22 Jan 2013 09:06:46 -0500
Abe Lincoln in the 1860-1865 period was the most important person in the U.S.A. Gone and we are still here. Walt Disney, talk about a visionary, the company is better than ever.

Large organizations will always have change, don't sell everyone else short.]]> My 1st Quarter 2013 Apple Double Income Stream Strategy http://seekingalpha.com/article/1122681/comments?source=feed#comment-13967611 13967611
The media is so very popular, they promote or scare the public in many areas from finance to electing a President. Big brother is not the government as much as it is the media.]]> Mon, 21 Jan 2013 11:29:01 -0500
The media is so very popular, they promote or scare the public in many areas from finance to electing a President. Big brother is not the government as much as it is the media.]]> My 1st Quarter 2013 Apple Double Income Stream Strategy http://seekingalpha.com/article/1122681/comments?source=feed#comment-13967141 13967141
The author is taking $17.95 for maximum profit, capping it, and for this receiving down side protection from loss to $482.05. The author is the seller of the contract.]]> Mon, 21 Jan 2013 11:19:11 -0500
The author is taking $17.95 for maximum profit, capping it, and for this receiving down side protection from loss to $482.05. The author is the seller of the contract.]]> My 1st Quarter 2013 Apple Double Income Stream Strategy http://seekingalpha.com/article/1122681/comments?source=feed#comment-13966761 13966761 Mon, 21 Jan 2013 11:08:14 -0500 Apple Earnings: What To Look For Beyond The Numbers http://seekingalpha.com/article/1122821/comments?source=feed#comment-13966521 13966521 Mon, 21 Jan 2013 11:03:51 -0500 My 1st Quarter 2013 Apple Double Income Stream Strategy http://seekingalpha.com/article/1122681/comments?source=feed#comment-13962551 13962551
First, the % drop in Stock price was 29% not 39%. It would take a 39% increase from these levels to get back to $702. closing price at the high mark.

Second, the P.E. numbers are backward looking. AAPL is projected to earn about $50 for the current fiscal year, without benefit of cash on hand that naturally is a P. E. of 10 current year. If you give AAPL credit for the almost $150/share of cash on the balance sheet the current P.E. is now about 7.5 for the current fiscal.

I would like to see much of this cash used in a share friendly manner because AAPL gets almost no credit for it. ]]> Mon, 21 Jan 2013 09:13:18 -0500
First, the % drop in Stock price was 29% not 39%. It would take a 39% increase from these levels to get back to $702. closing price at the high mark.

Second, the P.E. numbers are backward looking. AAPL is projected to earn about $50 for the current fiscal year, without benefit of cash on hand that naturally is a P. E. of 10 current year. If you give AAPL credit for the almost $150/share of cash on the balance sheet the current P.E. is now about 7.5 for the current fiscal.

I would like to see much of this cash used in a share friendly manner because AAPL gets almost no credit for it. ]]> Sharp (SHCAY.PK bucks a strong market in Japan this morning and trades -3.9% after reports in the U.S. overnight said Apple (AAPL) was cutting its orders for panels from SHCAY.PK and other suppliers due to weaker-than-expected sales for the iPhone 5. http://seekingalpha.com/currents/post/761191?source=feed#comment-13710161 13710161 Mon, 14 Jan 2013 20:35:25 -0500 77% of growth funds studied in Bernstein's Dec. analysis of 800 mutual funds owned shares of Apple (AAPL -3.6%), down from 82% in a Dec. 2011 review. Moreover, their average position relative to Apple's Russell 1000 weight had fallen markedly. However, Apple's penetration of value funds rose to 40% from 29% over this time, though its average weight remains only 0.4x that of its S&P 500 weight. Bernstein's conclusion: Apple needs to reel in more value investors by hiking its dividend - the current yield is 2.1%. (order cut reports: I, II) (previous) http://seekingalpha.com/currents/post/761151?source=feed#comment-13710041 13710041 Mon, 14 Jan 2013 20:31:13 -0500 Apple Ready To Bounce Back On New Growth Driver http://seekingalpha.com/article/1110881/comments?source=feed#comment-13701981 13701981 Mon, 14 Jan 2013 16:55:10 -0500 Is A Cheaper iPhone Really In The Works? http://seekingalpha.com/article/1108021/comments?source=feed#comment-13606091 13606091 Fri, 11 Jan 2013 16:38:05 -0500 Is Apple (AAPL -0.5%) finally close to scoring an iPhone deal with NTT DoCoMo (DCM)? The president of the top Japanese carrier, which has been bleeding share to iPhone-carrying SoftBank (SFTBF.PK) and KDDI, says his company is willing to sell the iPhone if it can reach a mutually beneficial deal. DoCoMo and Apple have reportedly been at odds in the past over Apple's purchase requirements and DoCoMo's insistence on pre-installing some of its apps. (China Mobile) http://seekingalpha.com/currents/post/757871?source=feed#comment-13596111 13596111 Fri, 11 Jan 2013 13:20:10 -0500 Friday's Fantastic Finish: Russell All-Time High, S&P Catching Up http://seekingalpha.com/article/1107221/comments?source=feed#comment-13589631 13589631
This is reminding me of how BERK A, was being talked down and the market drove it down while the Nas. went to the moon saying eye balls where more important than profits.]]> Fri, 11 Jan 2013 11:12:40 -0500
This is reminding me of how BERK A, was being talked down and the market drove it down while the Nas. went to the moon saying eye balls where more important than profits.]]> Apple Cash And Investments Are Disclosed And Supports The Stock http://seekingalpha.com/article/1105991/comments?source=feed#comment-13568771 13568771 I would like to see them issue corporate paper to their foreign suppliers allowing for more favorable pricing on finished goods. Apple could help with modernizing plants or using the funds to purchase raw materials. I'll bet Apple could get 8-10% and influence their manufacturers even more than they already do.]]> Thu, 10 Jan 2013 21:20:10 -0500 I would like to see them issue corporate paper to their foreign suppliers allowing for more favorable pricing on finished goods. Apple could help with modernizing plants or using the funds to purchase raw materials. I'll bet Apple could get 8-10% and influence their manufacturers even more than they already do.]]> "Despite the popularity of cheap smartphones, this will never be the future of Apple’s (AAPL -0.1%) products," says SVP Phil Schiller in an interview with a Chinese paper. He adds that in "every product that Apple creates, we consider using only the best technology available." The remarks throw cold water on reports of a cheaper iPhone featuring less costly materials, and particularly on a Bloomberg report that Apple is considering retail prices of just $99-$149 for the device. Update: The interview's text has been significantly revised. http://seekingalpha.com/currents/post/755991?source=feed#comment-13553381 13553381 Thu, 10 Jan 2013 14:38:33 -0500 Apple's Cheaper iPhone: Don't Panic! http://seekingalpha.com/article/1104541/comments?source=feed#comment-13530121 13530121 Thu, 10 Jan 2013 08:26:55 -0500 Mobile Manufacturers Part III: Apple Makes More Money http://seekingalpha.com/article/1103591/comments?source=feed#comment-13512811 13512811 Wed, 09 Jan 2013 18:18:20 -0500 Hurdles For Apple Longs http://seekingalpha.com/article/1103231/comments?source=feed#comment-13501821 13501821 Wed, 09 Jan 2013 15:00:51 -0500 A Cheaper iPhone Would Confirm A Lack Of Innovation And Declining Margins At Apple http://seekingalpha.com/article/1102591/comments?source=feed#comment-13494411 13494411 Wed, 09 Jan 2013 12:32:45 -0500 A Cheaper iPhone Would Confirm A Lack Of Innovation And Declining Margins At Apple http://seekingalpha.com/article/1102591/comments?source=feed#comment-13492441 13492441 Wed, 09 Jan 2013 12:00:57 -0500 A Cheaper iPhone Would Confirm A Lack Of Innovation And Declining Margins At Apple http://seekingalpha.com/article/1102591/comments?source=feed#comment-13492131 13492131 Wed, 09 Jan 2013 11:54:58 -0500 A Cheaper iPhone Would Confirm A Lack Of Innovation And Declining Margins At Apple http://seekingalpha.com/article/1102591/comments?source=feed#comment-13491241 13491241 Wed, 09 Jan 2013 11:42:22 -0500 Accurate Year-Over-Year Comparisons Critical To Understanding Apple's Q1 FY13 Earnings Release http://seekingalpha.com/article/1102351/comments?source=feed#comment-13488381 13488381 Wed, 09 Jan 2013 10:47:40 -0500 An Apple Repeat Of Last Quarter? http://seekingalpha.com/article/1098001/comments?source=feed#comment-13408901 13408901
Why is it that every nut with a way to spill forth a negative opinion is taken as the truth that moves the share price lower?

How does a company that has the top retail stores in the world not receive credit that they can market directly to the consumer and win them with touch and feel?

Why is it that Apple must lower price points but Nike or BMW does not? How can AMZN and AAPL be valued like this? AMZN made a profit of .08 cents per share TTM while AAPL made $44.15 per share. ]]> Mon, 07 Jan 2013 15:46:50 -0500
Why is it that every nut with a way to spill forth a negative opinion is taken as the truth that moves the share price lower?

How does a company that has the top retail stores in the world not receive credit that they can market directly to the consumer and win them with touch and feel?

Why is it that Apple must lower price points but Nike or BMW does not? How can AMZN and AAPL be valued like this? AMZN made a profit of .08 cents per share TTM while AAPL made $44.15 per share. ]]>