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  • Apple - Buy Back Shares Aggressively, Now [View article]
    Any way you cut it, cash and cash equivalents are an asset
    to the corp. and return on assets has suffered over the years
    because this asset was so poorly managed. I have always believed
    it was because Steve Jobs was traumatized by Apple's early
    severe financial problems. Oppenheimer has been ineffective
    in responding to the enormous growth of Apple cash here and
    abroad. It is long overdue to bring some better trained financial
    people aboard.
    Nov 16, 2013. 11:56 AM | 1 Like Like |Link to Comment
  • The cycle turns. Apple's (AAPL) price target is upped to $525 from $465 by Barclays' Ben Reitzes, who maintains his Buy on the stock. Reitzes is no doubt a fan of the capital return plan after he got onboard months ago with the Einhorn idea of significantly bumping the dividend/buyback without touching overseas cash. Shares +1% premarket. [View news story]
    Most of the analysts who are trying to keep their guesstimates
    on AAPL relevant are laughable.. They literally behave like they have a tiger by the tail and are merely holding on for dear life.
    The market is whipsawing these poor creatures to the point
    where analyst credibility is just about nil.
    May 6, 2013. 09:21 AM | 3 Likes Like |Link to Comment
  • Armour Residential - Book Value Estimate Leads To Further Downside [View article]
    I am a shareholder. It sounds to me like there is insufficient
    transparency in ARR's accounting to see clearly what causes
    serious downdrafts in share prices. It's easier to figure out
    whats happening at GE or other very large companies than
    this little REIT. We need to hold managements feet to the
    fire and jnsist they they be more forthcoming with the causes,
    effects and strategies that underlie recent performance. Let's
    stop whining and put some heat on the managers. Ed
    Mar 19, 2013. 09:21 AM | Likes Like |Link to Comment
  • "Apple (AAPL -2.1%) is leaning toward additional dividends or a share buyback program," Quartz reports. Sources claim an announcement could arrive in spring, possibly at the same time as a product announcement. Between Apple's remarks and David Einhorn's campaign, many of the Street have been expecting a move. [View news story]
    I hope AAPL is being careful to hedge the possibility of very
    large losses which will occur when interest rates turn up as
    they inevitably will, maybe sooner than most think.
    Mar 12, 2013. 09:12 PM | Likes Like |Link to Comment
  • Apple: Wall Street's Ignorance At Large Again [View article]
    RANDOM observations are necessary to make the
    result reasonably believable.
    Mar 12, 2013. 10:04 AM | Likes Like |Link to Comment
  • Apple: Wall Street's Ignorance At Large Again [View article]
    Apple is being sold waaaaay too short. Today's commentary
    makes it sound like a shooting star ready to fizzle out. I seriously
    doubt it. Wouldn't just about every corp. like to be cash
    independent with no debt and plenty of capital to fund its projects
    and yes, even make mistakes. When interest rates rise as they
    inevitably must, perhaps sooner than later, Apple will be
    unaffected whereas many of the pretenders will be gaspijng
    for air. Those who learn the lessons of the past are way ahead
    of those who let the changing landscape suprise them.
    Mar 12, 2013. 09:02 AM | 9 Likes Like |Link to Comment
  • Apple: Tim Cook Isn't The Problem [View article]
    If Aapl needs a new class of share buyers they should
    Change the buy/sell dynamics with a 6 for 1 split.
    That would. Bring into the picture an enormous number
    Of retail investors.
    Feb 15, 2013. 07:38 AM | 5 Likes Like |Link to Comment
  • Apple (AAPL) isn't illegally bundling proposals within its proxy since this only happens when proposals are combined in a way "that puts shareholders to an unfair choice," the company states in a response to David Einhorn's suit - Apple's Prop. 2 features 3 changes to the articles of incorporation, one of which relates to preferred stock. Apple also accuses Einhorn of trying to coerce the company into issuing preferred stock for his own benefit, and (in talks with management) of viewing shareholder approval as a "roadblock." (Einhorn's letter) (more[View news story]
    My vote is to split the shares 6 for 1 to give the hundreds
    of millions of retail customers who buy AAPL products an
    opportunity to be owners of the company. Such a move
    could solidify their loyalty even more. A retail share price
    between 75 and 100 would put AAPL within the means
    of a large population of retail investors who are currently
    unable to afford the shares. Beyond increased dividends
    or share buybacks, a large new group of investors would
    introduce a new positive dynamic in AAPL .....IMHO.
    Feb 14, 2013. 02:59 PM | 1 Like Like |Link to Comment
  • Apple's Earnings Expectations Have No Basis In Reality [View article]
    Share ownership. What does it buy us ? Theooretically it
    denotes ownership. In reality, it entitles us to grab on to the
    tiger's tail and hold on like hell. And you better have a real
    crystal ball or the patience and risk tolerance of a submarine
    captain patrolling the Atlantic during WW-II. This isn't investing.
    It's a glorified casino with faux regulation. Ask Bernie.
    Caviat Emptor. Ed
    Feb 7, 2013. 09:02 AM | Likes Like |Link to Comment
  • Will Apple Miss Its Estimates - And Every One After That? [View article]
    Roseman, anytime I saw your name in the byline, it was a
    Must read article for me. Holy moly, what have you been
    Smoking? This is unworthy of you. Please tell me Dec 21st
    Has you all shook up.
    Dec 8, 2012. 11:12 AM | 3 Likes Like |Link to Comment
  • Apple's Valuation Is Very Reasonable [View article]
    In my opinion, AAPL's price fluctuations this year has had
    more to do with world events than anything else.
    Europe, congressional paralysis, economic cliff, Israel, Iran,
    Syria and North Africa are all a major influence on market
    movements not to mention the slow growth in the USA and
    its effect on joblessness. How can investors be motivated
    with all this going on ? AAPL should move higher when
    some of these headaches get resolved. To me it means
    its better to be long because most of these things will
    pass eventually.
    Dec 5, 2012. 08:37 AM | Likes Like |Link to Comment
  • Apple (AAPL) and HTC have put an end to their patent fight, signing a 10-year cross-licensing deal that addresses existing and future patents, and which includes the dismissal of all litigation. Terms are confidential, and it's not clear if certain types of patents are left out. Apple recently demanded very high royalties from Samsung for just a small number of patents. Did it have a change of heart, or was HTC desperate to settle at any cost? Either way, Samsung and others might now face more pressure to cut a deal. [View news story]
    Cooler heads prevail. A business like approach to problem
    solution beats a vindictive approach every time. Just the savings
    in legal fees makes it worthwhile.
    Nov 11, 2012. 05:25 AM | 3 Likes Like |Link to Comment
  • Apple Investors Should Be Wary Of The Next Shoe To Drop [View article]
    "starting to crumble" is an incredibly long leap from the
    facts that prevail. Chicken Little ? Get a grip friend and
    try to make responsible comments and not predictions
    of imminent disaster for which you have no real evidence.
    Oct 31, 2012. 10:26 AM | 2 Likes Like |Link to Comment
  • Amazon Calls Out The iPad Mini: Is Apple Running Out Of Steam? [View article]
    How about some data instead of whining !!!
    Oct 29, 2012. 10:17 AM | 1 Like Like |Link to Comment
  • Is Apple Expensive At 5x Cash Holdings? [View article]
    Cash is a tangible asset and Apple stands almost alone
    in its accumulation of cash for whatever they care to
    use it. No longer do they need to go hat in hand to borrow
    so as to fund their innovation. However, its not the only
    asset obviously. I would ask this question. To what extent
    do you value the intellectual property owned by AAPL which
    powers their organization, innovation, and their success ?
    Any effort to focus exclusively on cash as a measure of
    a companies value is inadequate to say the least.
    Oct 18, 2012. 08:38 AM | 2 Likes Like |Link to Comment