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1509alpha

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  • 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. [View news story]
    Every Apple store or other retailer like Wal-mart that I have inquired about the phone still has limited supplies. Why aren't these stores with a full inventory of every model if sales are so weak?
    Jan 14 08:35 PM | 4 Likes Like |Link to Comment
  • 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[View news story]
    " No one left to buy". Why isn't this an issue with every other company?
    Jan 14 08:31 PM | Likes Like |Link to Comment
  • Apple Ready To Bounce Back On New Growth Driver [View article]
    Her unreasonable attacks on AAPL stopped me from watching Fast Money. I have not seen it in over a month, too bad when it first aired years ago I really enjoyed it.
    Jan 14 04:55 PM | Likes Like |Link to Comment
  • Is A Cheaper iPhone Really In The Works? [View article]
    It's nice to read the comments of a professional that doesn't write with one wet finger in the air. I'm all for changing ones outlook when fundamentals change, but have some conviction or don't say it. I'm going to check out your website.
    Jan 11 04:38 PM | 1 Like Like |Link to Comment
  • 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[View news story]
    Why would you think that? If Apple can sell 7 million per quarter through that carrier it will smash the forward forecast.
    Jan 11 01:20 PM | Likes Like |Link to Comment
  • Friday's Fantastic Finish: Russell All-Time High, S&P Catching Up [View article]
    This article aside, 9 of10 articles are more than bearish on AAPL with companies off to the races that make little profit compared to their valuations.

    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.
    Jan 11 11:12 AM | Likes Like |Link to Comment
  • Apple Cash And Investments Are Disclosed And Supports The Stock [View article]
    I agree with your thoughts on the matter but only with the domestic money. I don't believe they can use the over seas funds, if possible, I too would like to see it.
    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.
    Jan 10 09:20 PM | Likes Like |Link to Comment
  • "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[View news story]
    Ready W.S., not you can sell AAPL because it will not have the cheap phone because yesterday you sold it because will.
    Jan 10 02:38 PM | 3 Likes Like |Link to Comment
  • Mobile Manufacturers Part III: Apple Makes More Money [View article]
    The path to profits for most of these companies starts with healthy margins not only market share.
    Jan 9 06:18 PM | Likes Like |Link to Comment
  • Hurdles For Apple Longs [View article]
    So the forward P.E. of 7.5 minus cash is too high and needs to "unwind'. What should the rest of the market "unwind" to?
    Jan 9 03:00 PM | 16 Likes Like |Link to Comment
  • A Cheaper iPhone Would Confirm A Lack Of Innovation And Declining Margins At Apple [View article]
    Great post! Here is something for the negatives to write about and I'm shocked they haven't picked up on it already. Apple makes great products that last, I know I've owned computers starting in 1986 with the Apple 2. The point is that I use their computers and other products much longer per unit that my friends who are still with H.P. or Dell. The new attack can be that Apple will fail because the products are too good to need quick replacement.
    Jan 9 12:32 PM | 1 Like Like |Link to Comment
  • A Cheaper iPhone Would Confirm A Lack Of Innovation And Declining Margins At Apple [View article]
    Great post, business 101. How have AMZN margins been lately?
    Jan 9 12:00 PM | 1 Like Like |Link to Comment
  • A Cheaper iPhone Would Confirm A Lack Of Innovation And Declining Margins At Apple [View article]
    goofydon, I agree with your statement on the Mini AAPL has not been the plus for the share price. I ask how can they sell the product at the upper end of the "guessed" price points and completely sell out and this not be viewed as great for AAPL. This is ignored while the nuts focus on something they can spin as negative.
    Jan 9 11:54 AM | Likes Like |Link to Comment
  • A Cheaper iPhone Would Confirm A Lack Of Innovation And Declining Margins At Apple [View article]
    We are in a zone that no matter what Apple hints at it will be viewed poorly. All we heard about is the need for a less expensive phone for the lower income Chinese and India, ect. So now the nuts have a new attack area. If Apple had come out with a statement against a low cost phone, the stock would sell off for not adding it to their product lineup. It will be interesting to see when the attacks stop.
    Jan 9 11:42 AM | 7 Likes Like |Link to Comment
  • Accurate Year-Over-Year Comparisons Critical To Understanding Apple's Q1 FY13 Earnings Release [View article]
    I agree with your take on CNBC, they have become unusually negative on AAPL. I don't remember them with any company ever like this. Melissa Lee and Fast Money have lost me as a viewer.
    Jan 9 10:47 AM | 10 Likes Like |Link to Comment
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