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drmwsunner

drmwsunner
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  • Rough Waters Ahead For Apple In China [View article]
    It's interesting to see how many people actually read your negative bashing of AAPL and comment. Since you are short the stock and have been since the new year, I suspect you are supporting the downside to $400 and will continue until AAPL hits $600. Then you might just believe you were wrong. Anyway, you are consistent in your position, and you write well. Good luck.
    Mar 11 05:54 AM | Likes Like |Link to Comment
  • Is It Time For Tim Cook To Leave Apple? [View article]
    Many of these comments are well done and are mostly supportive of the status quo at AAPL. However, I would argue that the BOD should order Cook to do something positive with the cash hoard or find another profession. It's really idiotic to have that much cash on a company's balance sheet doing nothing but gathering chump change in interest. It's really dead money just like the current stock. Since the foreign hoard of cash can't be repatriated without huge tax consequences, why not continue to borrow against the cash (as collateral) holdings and either buy into Icahn's proposal or buy a company that is a game changer. AAPL's management has made these high flying promises re: innovative and revolutionary products that are in the pipeline, but all we (small investors) see are upgrades and fine tuning of current products, which is great, but those types of evolutionary steps will not move the needle on the stock price. Many AAPL investors are frustrated but for the most part, they remain loyal to the stock and the brand. How long do we long-term investors have to wait (suffer) for something that will move the stock price back up into the $650-700 range?
    Dec 30 11:52 PM | Likes Like |Link to Comment
  • 3 Big Things To Expect From Apple In 2014 [View article]
    AAPL is not a bank, return some of the cash horde to shareholders via an additional and reasonable buyback, that's a no-brainer. $50 billion seems reasonable alongside the previous commitment. Reducing the outstanding shares can only improve the EPS and move the needle on the price per share.
    Dec 27 02:48 PM | 3 Likes Like |Link to Comment
  • What Matters About Apple [View article]
    You're not going to get a huge number of accolades for your work here, but I for one, think this was an excellent piece of work, one of the finest I have seen in this genre. I was educated and stimulated by your intellectual ability to cut through the day to day hogwash that surrounds this stock. Well done!!!
    Dec 24 09:02 AM | 32 Likes Like |Link to Comment
  • Apple Is Living On Borrowed Time [View article]
    SA will let anyone publish on this blog. The author has the freedom to be wrong, and in this case, I think that's the case. Give him kudos for the attempt.to bring up his perspective.
    Dec 22 10:57 AM | 4 Likes Like |Link to Comment
  • Maybe It Is A Manipulated Stock, So What? I'm Overweight Apple For 2014. [View article]
    I'm a retail guy myself, and love solid and positive discussion points. Thanks for your views, we are somewhat "sympatico" vis-a-vis this stock.
    Dec 15 04:02 PM | Likes Like |Link to Comment
  • Maybe It Is A Manipulated Stock, So What? I'm Overweight Apple For 2014. [View article]
    Good discussion of statistical methods, and it raises the altitude of the intellectual debate re: the buying and selling of AAPL's stock. As much as we would like to predict where this stock is going, it's really a crapshoot. Now that Jonathan and Left Banker have injected their thoughts on the statistical significance of the Monday/Friday phenomenon, I would ask both of these knowledgeable gentlemen to reply to the following questions: What are your thoughts about this stock's trajectory in the coming months? For example, what are the odds that we can ever hit 700 in the next 6 months? What boost will the CHL deal provide when it's signed? Are we heading down again (and how far) from the recent high of $575 (down $20 from that point to this Friday)? What is the probable outcome of the Fed taper on this particular stock? Views on the impact of a 10-15% correction on AAPL? Thanks for your considered responses.
    Dec 14 01:32 PM | Likes Like |Link to Comment
  • Maybe It Is A Manipulated Stock, So What? I'm Overweight Apple For 2014. [View article]
    Hey Left Banker, you made a very timely observation. AAPL was up Monday and down Friday this past week....I will definitely follow the Monday/Friday buy/sell pattern going forward. I don't plan on trading out of AAPL anytime soon, but you never know. 1,500 shares entails a lot of risk for me, but for a guy like Carl Icahn that small share holding is nothing. I admire your taking the time to comment on our comments. It gives you more credibility than 99% of those who post their blogs here. I appreciate your time and effort. Keep posting your thoughts.
    Dec 13 03:24 PM | Likes Like |Link to Comment
  • Maybe It Is A Manipulated Stock, So What? I'm Overweight Apple For 2014. [View article]
    Left Banker's reasoning is solid, but the conspiracy angle is tough to swallow, given that the regulators would certainly smell such a plan out in a hurry, while some of the institutional investors would be howling about it which is not happening. The buy/sell pattern however, seems empirically based and documented and I'll see how that works out over the next month. Thanks for the trading tip, and good luck in retirement. BTW, I'm a big fan of the Icahn effect, and hope that it has an impact on the firm's buyback plans. The cash has to be used for something other than sitting in Treasuries or a money market account. Financial engineering alongside innovative products is a winning combination for stock price appreciation don't you think?
    Dec 10 09:32 PM | Likes Like |Link to Comment
  • China Mobile Deal Will Be Big For Apple, But Not That Big [View article]
    As usual, I humbly argue that Michael makes a cogent argument for when he thinks is the right time to short AAPL. Of course, that is an interesting contrarian position in the face of so many positives. He has the fortitude to stay the course unlike Cramer who flip flops with the day-to-day trading bias. Given the holiday season and the China Mobile possibility, I will stay long and see if we can get beyond the $600 resistance level. I don't know if we'll ever get back to $700 unless Icahn's maneuveringfloats another $50 billion buyback. 
    Dec 10 04:52 PM | 1 Like Like |Link to Comment
  • BAML: Apple/China Mobile hopes too high [View news story]
    Follow the "yellow brick road." Who are these people, and how does anyone know how much the deal will mean. 700 million subscribers, guess what I'll take the "high" road on this one, and say that this BAML call is a "cheap shot" and sounds more like bashing than intelligent commentary.
    Dec 10 11:22 AM | 1 Like Like |Link to Comment
  • Apple Is On Fire [View article]
    Let's "hope" that the China Mobile deal has some "legs" because this is the last event that could boost the stock until earnings, perhaps "holiday sales" might put some wind in "AAPL's sails" as well. Don't you just love the English language, metaphorically speaking.
    Dec 10 08:18 AM | Likes Like |Link to Comment
  • Apple Is On Fire [View article]
    That "upside" call is coming from the "Uber" AAPL "Pit" Bull analyst Brian White who has never been right about this stock in the 2 years that I've followed him......his calls have been maligned quite often by other more astute analysts, e.g., Doug Kass and Jeff Gundlach. Obviously, I wish Brian was right on this one, but every prediction he's made about AAPL over the last 16 months has been wrong. However, to his credit, he has stayed the course with a PT of $888. Relax Bret, I'm not bashing you.
    Dec 8 09:03 AM | Likes Like |Link to Comment
  • Apple Is On Fire [View article]
    Oh well, Friday was a big disappointment, let's hope it was a mere blip on the radar. All of these so-called analysts are always late to the game, and no one knows where we are headed except Mr. Market. Don't you just love those folks who think they really know something about this stock's future course, i.e., reading the "tea leaves," and charts, etc...sort of like the witch doctors who tossed bones into a bowl, making solemn predictions about the weather, or the health of a dying man. Keep up the "good" work.
    Dec 7 09:33 AM | Likes Like |Link to Comment
  • Apple Is On Fire [View article]
    Another supportive and well composed "bullish" article from Bret, APPL's true blue Sir Galahad. With the China Mobile deal locked up, we add to our upward momentum. Onward and upward. The increase in market share via China Mobile may be greater than what folks think. However, there are no new major catalysts on the horizon until we get estimates on holiday sales and earnings in January. The Icahn precatory proposal is another sideshow. Perhaps, the hedge funds who sold out this past year will jump back in sooner than later. As to Icahn's continuous pestering to increase the stock buyback program, I think his antics are provocatively positive given his well documented success and knowledge in financial matters. After all, there's nothing wrong with introducing financial engineering if it adds to the value of the stock, and it keeps the Board focused on what to do with the excess cash. After all, we're not a Bank yet are we?
    Dec 5 10:26 AM | 5 Likes Like |Link to Comment
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