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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 08:54 AM | 1 Like 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 05:17 PM | 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 10:08 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 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 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
  • 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
  • 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 09:13 AM | 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
  • 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
  • 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
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