Seeking Alpha

tjmxxx

tjmxxx
Send Message
View as an RSS Feed
View tjmxxx's Comments BY TICKER:
Latest  |  Highest rated
  • Apple Has Become The Most Underrated Stock [View article]
    What no venomous comments from "after the fact Ashraf" the college student, know it all, Apple hater?
    Apr 9, 2013. 03:11 PM | 2 Likes Like |Link to Comment
  • Apple Has Become The Most Underrated Stock [View article]
    How come "after the fact Ashraf" the Apple hater has not spewed his venom yet?
    Apr 9, 2013. 03:04 PM | 1 Like Like |Link to Comment
  • Judge Richard Sullivan has granted Greenlight Capital/David Einhorn's motion for a preliminary injunction on Apple's (AAPL +0.9%) bundled proposals (one of which asks for shareholder approval for the issuing of preferred stock) at its Wednesday shareholder meeting. Will Apple now request separate votes on the proposals? (previous) (more[View news story]
    This is a net positive for shareholders, there is nothing negative whatsoever about this for Apple stockholders.
    Feb 22, 2013. 04:31 PM | 5 Likes Like |Link to Comment
  • Apple (AAPL -0.9%) roundup: 1) David Einhorn has scheduled a 2PM ET call to discuss his preferred stock proposal (webcast). Ahead of the call, he asserts the proposal is "a lot better" than a standard dividend or buyback hike. 2) As iWatch rumors grow, AppleInsider uncovers an Apple patent for a watch with a flexible touchscreen and a spring that allows it to conform to a user's wrist. 3) AU Optronics (AUO) has reportedly resolved its iPad Mini panel yield issues, and is working on the next-gen version. It might not be a coincidence the Mini is now listed as "in stock" on Apple's site. [View news story]
    Apple is being severely penalized for mismanagement of its 140 billion cash hoard, which is earning less than 1% interest. This is extremely frustrating as a shareholder, but frankly they deserve the punishment. Each day that they sit on this cash hoard, they are broadcasting to the world that besides being unfriendly to shareholders, they have no clue how to manage their finances. I applaud Einhorn for attempting to give that buffoon Cook, a kick in the behind!
    Feb 21, 2013. 07:41 PM | Likes Like |Link to Comment
  • Apple (AAPL -0.7%) rises slightly as David Einhorn makes his case for a preferred stock distribution (webcast). Einhorn imagines Apple issuing one or more "iPrefs" with a face value of $50 to shareholders for each common share owned. Each iPref would pay a $0.50/share quarterly dividend, and would be publicly traded. The iPrefs would yield more than Microsoft and IBM's long-term debt, and the Fed's zero interest rate policy "creates enormous demand for safe income," Einhorn argues. (live blog[View news story]
    Apple is being severely penalized for mismanagement of its 140 billion cash hoard, which is earning less than 1% interest. This is extremely frustrating as a shareholder, but frankly they deserve the punishment. Each day that they sit on this cash hoard, they are broadcasting to the world that besides being unfriendly to shareholders, they have no clue how to manage their finances. I applaud Einhorn for attempting to give that buffoon Cook a kick in the behind!
    Feb 21, 2013. 07:37 PM | 1 Like Like |Link to Comment
  • Time For Apple To Waddle And Quack [View article]
    The DRIP plan is a great idea, and would surely increase participation by smaller investors, since I doubt a stock split seems likely.
    Feb 21, 2013. 01:16 PM | 1 Like Like |Link to Comment
  • Apple Is Not Worth $460 [View article]
    I am eager to hear what products you do like then? If your logic is flawed enough to prefer Windows, or Android; your investment ideas are probably equally flawed. Not someone I would pay much attention to.
    Feb 20, 2013. 11:48 AM | 1 Like Like |Link to Comment
  • Apple: Answering 5 Important Questions [View article]
    You are far to conservative in your estimates, but I do enjoy your comedy program on HBO. You should stick that with and give up the amateur stock sleuth hobby.
    Feb 12, 2013. 12:09 AM | Likes Like |Link to Comment
  • Einhorn's Apple (AAPL) proposal is pretty much the stub stock idea made famous by Joel Greenblatt, writes The Brooklyn Investor, showing how issuing $50B in preferred would theoretically add $32/share in value. In cases where an underleveraged firm won't lever up, Greenblatt reminded an investor can and should create their own leverage using LEAPs. This spreadsheet (from May) on Greenlight's site details Einhorn's preferred idea for not just Apple, but DELL, GM, MRVL, and MSFT[View news story]
    Who is going to buy out Apple, that is hilarious. If by some miracle it did happen, I would applaud. Perhaps they would replace the shareholder hating bonehead Cook.
    Feb 10, 2013. 09:09 PM | Likes Like |Link to Comment
  • Aswath Damodaran isn't crazy about David Einhorn's Apple (AAPL) preferred stock proposal. "Issuing preferred stock will not add value to the company," the finance prof. argues. Moreover, while such a move could lift shares by removing investor fears of never seeing much of the cash Apple generates, regular dividends and/or buybacks could do the same. Nonetheless, Damodaran is glad Einhorn is "rocking the boat," as it "opens the door to a healthy discussion about how Apple should deal with its large and growing cash balance." (previous[View news story]
    I have never in my life heard of Ashwath or what University he represents. I have no desire to hear his opinions either. His name alone is enough for me.
    Feb 9, 2013. 02:21 PM | 1 Like Like |Link to Comment
  • BlackBerry (BBRY) loses another big enterprise customer as Home Depot is reportedly switching to Apple's (AAPL) iOS for all store managers and corporate-level employees. The move will have the company swapping out about 10K Blackberrys for iPhones. At this point the approximately 60K Motorola phones used by floor employees will not be affected. [View news story]
    Are you kidding? BB10 is utter crap, just a matter of time untill everyone figures that out. It's a has been, and never will be again, to little to late POS.
    Feb 8, 2013. 10:40 PM | 6 Likes Like |Link to Comment
  • "Apple's (AAPL) glory days are now behind it," said FBN's Shebly Seyrafi on Thursday morning with the stock at $450. On Sept. 13 - the day after the iPhone 5 launch and the shares at $680 - Seyrafi reiterated a Buy rating and boosted his price target to $1,000. (FBN now maintains an Outperform on Apple with a lowered target of $650.) [View news story]
    His name alone would cause me to dismiss anything he said.
    Jan 26, 2013. 07:45 PM | Likes Like |Link to Comment
  • Lessons Learned From An Apple Bull [View article]
    I think it will be 650+ by December. Once the China Mobile deal is announced, it will be a rocket ship.
    Jan 26, 2013. 12:56 AM | 1 Like Like |Link to Comment
  • "The king is dead, long live the king," Doug Kass declares on CNBC (video) following Apple's (AAPL -12.3%) FQ1 report. Kass, no stranger to criticizing Apple, foresees "a new normal" of slow growth and lower multiples. Sell-side loyalists are counting on some mixture of new iPhones, a retina iPad Mini, carrier partnerships, and an iTV to reignite growth. Canaccord: “The timing of new products that could excite the market is going to be key to whether the stock continues to go down." (more) (transcript[View news story]
    The "new king of the mountain is google". Apple made more money in the last quarter than google did all year.
    Jan 24, 2013. 10:59 PM | Likes Like |Link to Comment
  • What Gift Cards Reveal About Apple And J.C. Penney [View article]
    Great article! For those who don't know where to check sale values on gift cards, sites like giftcardgranny.com, and others allow you to buy and sell them.
    Jan 18, 2013. 01:06 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
96 Comments
168 Likes