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freewillybird

freewillybird
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  • Why I Hate Apple [View article]
    $220 vs $400 just does not matter than much to me, Peter, for a tablet. What matters is quality and the ecosystem.
    Dec 6, 2014. 04:32 AM | 1 Like Like |Link to Comment
  • Why I Hate Apple [View article]
    Danny, it is not spot on. Apple R+D spending now at record levels, a new product category out in 2 months (not years), new business initiative with IBM, new Apple Pay initiative, new Beats music streaming, gaining marketshare in full-size computers, etc. I see lots of new organic growth.
    Dec 6, 2014. 04:28 AM | 5 Likes Like |Link to Comment
  • Why I Hate Apple [View article]
    Amazing number of shares already bought back by Apple. After split adjustment, Apple outstanding shares down from 6.6 billion to 5.8 billion in the last 20 months.
    http://bit.ly/1A36T3O
    That is not giving away all you buy back!!! Roulette, get your facts straight.
    Dec 6, 2014. 04:24 AM | 4 Likes Like |Link to Comment
  • Why I Hate Apple [View article]
    LTL- I think it's a clever title, and I too have been confused by apple's valuation for the last 2 years, which is why I stayed in it all that time. Glad I did. Glad to still be in it. Thanks for the article.
    Dec 6, 2014. 04:15 AM | 8 Likes Like |Link to Comment
  • The Elephant In The Room Makes Its Presence Felt - What Will Mario Do Next? [View article]
    The US market is much larger than that in Canada. And Apple has a lot of different units, so a moderate screw up in iPhones, if it ever did occur, would not cause AAPL to tank as much as Nortel did. And if there is one single thing Apple is focused on not screwing up, it is iPhone execution. Obviously. So, Loon, your thesis is correct but chances of a problem are slim in the short term.
    Nov 16, 2014. 03:42 PM | Likes Like |Link to Comment
  • Apple Earnings: Dismissing The Bear Case [View article]
    what if the plans for beats are an iPhone in a headphone with a built in microphone?
    Oct 22, 2014. 03:12 AM | Likes Like |Link to Comment
  • Apple Earnings: Dismissing The Bear Case [View article]
    at this forward P/E I am OK with that, Richbar….the stock is not richly valued...
    Oct 22, 2014. 03:11 AM | Likes Like |Link to Comment
  • Apple Earnings: Dismissing The Bear Case [View article]
    dezee, it is supposedly for the enterprise
    Oct 22, 2014. 03:07 AM | Likes Like |Link to Comment
  • Apple Earnings: Dismissing The Bear Case [View article]
    Ashraf, that is what Mark Hibben was saying, that M is different from MCG...
    Oct 22, 2014. 03:05 AM | Likes Like |Link to Comment
  • Apple: Not So Cool Anymore [View article]
    mainly about their cash flow...
    Oct 16, 2014. 03:56 AM | Likes Like |Link to Comment
  • Apple: Not So Cool Anymore [View article]
    i was talking about free android, you moron. Motorola is but a blip on their radar, and they bought it for the patents anyway. read the old stories if you forgot that.
    Oct 16, 2014. 03:51 AM | Likes Like |Link to Comment
  • Apple: Not So Cool Anymore [View article]
    let's see how iP6 does payments, maybe disruptive, maybe not.
    let's see how addictive the iWatch is, again maybe disruptive, have to use one for awhile to determine.
    and don't misquote Eddy Cue, the PIPELINE is the best in 25 years, includes ALL the devices including whatever they announce tomorrow.
    hope you explored all the iP6 features before you allowed yourself to be disappointed. my kids always show me the new features on my iPhones so maybe you should do the same if you have em.
    no savage erosions of margins yet, despite being suggested as imminent for years.
    Oct 16, 2014. 03:49 AM | 1 Like Like |Link to Comment
  • Apple: Not So Cool Anymore [View article]
    Sort of weird to compare apple to google and amazon on iPhones, since amazon's phone offering is really not robust enough to be considered, and google's admittedly smart strategy is to give away phone operating systems to get more eyeballs for their ads. Apple is really the only meaningful hardware producer among the 3.

    So I don't believe in the negative spin of this article. Cool (or not) will rest on the features, such as when you get to like the thumbprint security, the easy use of apple pay, and the connectivity with your mac (soon to be realized when the new OS for each are in use), or similar easy use features that are new or disruptive.

    Apple stock goes up if the newly released phone sells well, so there has to be a few month lag until that is established. That should be in 2 months or so….
    Oct 15, 2014. 03:22 PM | 10 Likes Like |Link to Comment
  • Apple Set To Lose Big Time In EU State Aid Case [View article]
    There is no state aid given. Ireland says that Apple is not to be taxed in Ireland because another country is the appropriate one to tax. Whenever profits are moved into the home country of the US, they are taxed fully. Thus Apple will still have to pay full taxes to one country (the US) and not to a second one (Ireland). That the taxes are delayed is really nothing new in tax strategy, corps and individuals all use strategies to delay taxes, and Apple is using one now.
    Oct 3, 2014. 01:45 AM | Likes Like |Link to Comment
  • Deutsche downgrades Apple to Hold, considers good news baked in [View news story]
    This is a tech company with significant new initiatives like a watch-computer and apple-pay and others. They may be nothing, or may change the world, but the latter is certainly possible given the nature of innovation. Although there is obvious uncertainty, you can't really assume that these will be just another offering like a Samsung watch. Therefore the forward-looking PE of 13 without backing out cash is actually quite low. It does not bake in even the potential of the iPhone since the above two initiatives and many others only work with the apple products. That being said, Apple will keep innovating and maintain much of it's market share and grow its revenue and profit, and traders will probably continue valuing it at a PE of 13 the whole way, saying each year that the future may be bleak for apple….so maybe the stock will stay grossly undervalued and Deutsche's prediction will be correct. And we will have to go to AMZN for a reasonable PE ratio…..reasonable?
    Oct 2, 2014. 04:58 PM | 1 Like Like |Link to Comment
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