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1509alpha

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  • Don't Tell The iWatch What It Can't Do [View article]
    I will probably purchase one.
    I hope the name is Iband or Iinfo. not watch.
    Jun 30, 2014. 08:54 AM | 1 Like Like |Link to Comment
  • Apple launches cheaper iMac [View news story]
    I am on a 7 year old mac-pro that works perfectly. Apple products work great for a much longer time. Saves me money and frustration in the long run.
    Jun 18, 2014. 01:12 PM | 1 Like Like |Link to Comment
  • 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[View news story]
    Alright, $350 minus cash of $145 = $205. P.E. of 4.

    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.
    Jan 23, 2013. 05:24 PM | 8 Likes Like |Link to Comment
  • Apple: Before Earnings, The Facts On China [View article]
    Profits continue to rise while the stock drops. Apple beat their earnings projection by over $2/share and even the street.

    Cash on hand $137 billion.

    I wonder how high all sales, phone, mini and mac, would be if manufacturing could keep up?
    Jan 23, 2013. 05:17 PM | Likes Like |Link to Comment
  • 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[View news story]
    The cash now is up to $150/share. From $485 net $335/ share.

    Earnings for this fiscal year projected $51/share. P.E. down to about 6.5 Amazing!
    Jan 23, 2013. 05:08 PM | Likes Like |Link to Comment
  • "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. [View news story]
    Funny, no one contacted me from BTIG about my thoughts as an AAPL investor. My only concern is to have bottom line profits continue to rise year after year. Anyway that happens from margin changes or sales increases or new product development all come back to bottom line profit, keep that moving in a positive direction.

    I wonder if AMZN investors have this margin worry Walter highlights?
    Jan 23, 2013. 10:54 AM | 6 Likes Like |Link to Comment
  • Apple's Margins Are The Key To This Quarter And Beyond [View article]
    Baker, completely agree. Selling a stock off because of margins or "whispers" should happen to companies that have only good priced in. In the case of AAPL the market has it priced for a death spiral so even mild misses should are ready be accounted for. Any good news should be a positive shock to the doom and gloom crowd.
    Jan 23, 2013. 10:08 AM | Likes Like |Link to Comment
  • 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[View news story]
    Thanks Humble, that is so good only AAPL can get that kind of news and not go up from it.
    Jan 22, 2013. 10:18 AM | 1 Like Like |Link to Comment
  • 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[View news story]
    I see the % increase from 56 to 63 but could someone tell me the # of units y over y. Thanks.
    Jan 22, 2013. 10:01 AM | Likes Like |Link to Comment
  • Apple: Behaviorally, Fundamentally Attractive [View article]
    How many times in one article do you have to tell us Steve is gone? Everyone dies, people are missed but new great people step up.

    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.
    Jan 22, 2013. 09:06 AM | 4 Likes Like |Link to Comment
  • My 1st Quarter 2013 Apple Double Income Stream Strategy [View article]
    broncubnug, I agree with you because of the media more than the investing public. The media would have one less bullet to fire at AAPL with a stock split.

    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.
    Jan 21, 2013. 11:29 AM | 1 Like Like |Link to Comment
  • My 1st Quarter 2013 Apple Double Income Stream Strategy [View article]
    The author basically is betting that AAPL will not go higher than 518. after earnings. He is receiving $17.95 through Friday next, someone else is taking the other side thinking AAPL will trade north of $520. For example if the stock trades to $550. by the contract date, the "buyer" will have made more than 150% on their investment in a week.

    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.
    Jan 21, 2013. 11:19 AM | 1 Like Like |Link to Comment
  • My 1st Quarter 2013 Apple Double Income Stream Strategy [View article]
    Once again, you are looking at the past sales. WS prices looking forward much more than backward. You didn't respond to your error of % down, Why?
    Jan 21, 2013. 11:08 AM | 2 Likes Like |Link to Comment
  • Apple Earnings: What To Look For Beyond The Numbers [View article]
    The street is not at 14.20 and 56MM in sales. This is another way to show Apple did not meet expectations. Very weak.
    Jan 21, 2013. 11:03 AM | 2 Likes Like |Link to Comment
  • My 1st Quarter 2013 Apple Double Income Stream Strategy [View article]
    Numerous problems with the article.

    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.
    Jan 21, 2013. 09:13 AM | Likes Like |Link to Comment
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