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1509alpha

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  • 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
  • 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
  • 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 05:24 PM | 8 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
  • "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 10:54 AM | 6 Likes Like |Link to Comment
  • An Apple Repeat Of Last Quarter? [View article]
    This is as strange as it gets. AAPL is sold because at $329, the Mini will fail, what happens, it sells out everywhere in the world. Apple has a run away hit so then sell it because of margin pressure, this is from the same people who said it must market between $199 -$249. How can both be sold?

    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.
    Jan 7 03:46 PM | 5 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 09:06 AM | 4 Likes Like |Link to Comment
  • 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
  • "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
  • 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 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 11:03 AM | 2 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 10:18 AM | 1 Like 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 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 11:19 AM | 1 Like 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
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