Apple Q2 2013 Earnings Are Out: What You Need To Know [View article]
What a strange phenomenon! As soon as AAPL results came out, CNBC immediately lined up its AAPL bashers headed by this long-time obsessed and habitual AAPL basher Ms Lee. For a media outlet supposedly specializing in business and investing, one wonders if CNBC knows anything about balanced and unbiased reporting and broadcasting for the benefit of the public instead of fanning the egoistical self-gratification of a few individual media personalities.
Apple (AAPL) is likely to more than double its dividend this year, says Morgan Stanley's Katy Huberty after talking to CFO Peter Oppenheimer. Corporate Finance 101: She suggests the company can get around the issue of cash held overseas by funding payouts with low-interest debt rather than repatriation. Shares +0.7% premarket. [View news story]
Should work in theory. But the politicians would probably veto this because if AAPL were allowed to do it then other companies would do the same for the sole objective of avoiding tax. Many other big cap companies also have tons of money kept overseas and the U.S. Treasury would not like to lose this huge chunk of money in the form of tax revenue. Another method is to compensate AAPL investors with one-time stock dividends instead of cash dividend although this may have a diluting effect on the share price in the short run.
When a stock like Apple went straight up in the last couple of years, many investors made good money. But don't forget many who missed the boat at the same time wanted to recoup money that they missed making. Those are the contrarian hedge funds, big short manipulators and regular retail shorts, all aided by a few biased commentators especially on CNBC. Personally, there is no way I'll part with my AAPL holdings at this point especially I see a dividend increase is inevitable, a linkup in the near future with China Mobile and more innovative new products. AAPL has just about the largest collection of the best computer minds in the country. To say that AAPL has no more innovative products in the future simply does not make any sense at all.
Can anyone name 3 retirement stocks nowadays if you are 40 years old? 25 years from now approaching retirement, it'll be a completely different world in tech, health or whatever industry. Either you want to long or short AAPL, it is up to an individual's financial perspective and money available for investing or speculating. Anyone who can tell what will happen five years from now is either a charlatan or day-dreamer. I am long AAPL based on what I see on its balance sheet, cash flow and P & L. What will happen a few years from now, only the Man upstairs could know.
As I commented before, I read similar articles when AAPL traded at $100, 200, 300, 400, 500, 600 and 700, Now it is at 500 plus, a drop from the high of 700. Othe big techs such as Google also bounced around for a long while between 400 and 600. I am a fundamental investor. I look at the B/S, cash flow and P & L, P/E, turnover ratio etc. I just can't find any big tech which can match AAPL not only in its fundamentals but also in its prospects of new products and future market expansion particularly its impending hook-up with China Mobile probably in the coming six months. In my opinion, AAPL still has 40% to 60% upside in 2013 . I simply don't see any valid reason to jettison AAPL at this point in time.
A little more on Deutsche/Apple: The firm notes Japanese analyst Yasuo Nakane has long been cautious about FQ2 (March quarter) iPhone builds, and thinks the consensus for FQ2 iPhone sales has fallen to around 37M. The U.S. team thinks Nakane's estimates (45M builds in FQ1, 28M-30M in FQ2) implies upside to his FQ1 sales forecast, and downside to his FQ2 forecast. Meanwhile, his forecast for 17M-19M FQ2 iPad builds implies upside to an FQ2 forecast for sales of 15M. [View news story]
As I commented before, I read more or less the same things when AAPL traded at $100, $200, $300, $400, $500, $600 and $700. I took my plunge at $250 and had never regretted it. I look at AAPL's balance sheet, cash flow and P & L and compare it to the other big techs. I simply couldn't find a better deal to put my money in in the short and the medium term. Longer than 5 years, no one knows except the Man upstairs.
Apple, Nokia, Research In Motion - Which Is A Winning Bet For 2013? [View article]
RIMM is a one trick pony. If the Blackberry 10 gets panned when it hits the market in Jan., the stock will be dumped big time. If the reviews are good, it probably takes at least a year for RIMM stock to gain perhaps 40% max. When APPL hooks up with China Mobile, watch for APPL stock to shoot up 10% overnight. The CEO of China Mobile said himself the deal with AAPL was a matter of time. I bet the APPL/China Mobile deal will be finalized no later than the 2nd quarter in 2013. My money is on APPL for certain.
If Apple Isn't Investing In Apple, Should You? [View article]
STRANGE! The author's name of this article isn't anywhere. Is this ridiculous article written by some Martian-Mayan who just landed on earth after the end of the world today?
Fellow readers: Be careful reading articles of this nature. Note that this dude says he won't initiate any position in AAPL in the next 72 hours. That means by Thursday afternoon, he can short AAPL with a clear conscience. I had noticed writers who had articles published on a Thursday. That means by Monday morning, they wouldn't have any problem to initiate a position in the stock they promote. Also, if they violate their promises, what can we do? Sue them? Of course not. Thus, I caution everyone to treat this kind of article with a grain of salt.
Guys like this dude said they had no intention to have any position in this stock in the next 72 hours. That means by Thursday afternoon this week, he might short AAPL with a clear conscience. I had noticed before reading articles of this nature on a Thursday. That means the writer can initiate a position by the next trading day on a Monday morning. If guys like this dude are genuine, why don't they say they've no intention to have any position in the stock in the 30 trading days. Also, even if they violate this, what penalty they have to pay? Can we sue him? Of course not. So, fellow readers, if I were you, take stock recommendations like this dude's with a grain of salt.
Another Day, Another Crack In Apple's Wall [View article]
RIMM has been trying to prove itself for the upteenth time. Its share flopped from over $120 to the the low teens. If BB10 turns out well, how much more it will go up? $5 at most. If it gets panned in the reviews, how much will it go down? $5 at least!
Another Day, Another Crack In Apple's Wall [View article]
What's the market value of Apple compared to Qualcomm? You want to invest in a small company? Fine. I rather stick with a largest one with the largest market value.
Another Day, Another Crack In Apple's Wall [View article]
I read similar comments when Apple traded at $200, $300, $400, $500, $600 and $700. Now it's down from $700 to $530. I am still holding onto my AAPL shares and will buy more when it approaches $500. Show me another stock which is so rich in cash/share, no long-term debt, such a low P/E and pays a dividend. Certainly not RIMM, Nokia and the like. Apple court case losses? Who's not suing who these days? Apple like the others, win some and lose some. No matter how one looks at it, AAPL should be a core holding and a solid investment for any serious investor.
This author uses break-up value of Apple to value the stock. This is ridiculous. No one uses the break-up value to value a stock when a stock is being traded on the stock exchange as a going concern. If one uses the same criteria as this author to value other hi-technique shares, many would be worth just a few dollars or a few cents. Facebook would be worth a few cents and Amazon would be worth way lower than half its share price. This article would get a failure grade in a 1st year Investment Banking undergrad course in any reputable college or university.
Apple Q2 2013 Earnings Are Out: What You Need To Know [View article]
Apple (AAPL) is likely to more than double its dividend this year, says Morgan Stanley's Katy Huberty after talking to CFO Peter Oppenheimer. Corporate Finance 101: She suggests the company can get around the issue of cash held overseas by funding payouts with low-interest debt rather than repatriation. Shares +0.7% premarket. [View news story]
Apple Earnings: What's Next? [View article]
Apple Is Not A Retirement Stock [View article]
Either you want to long or short AAPL, it is up to an individual's financial perspective and money available for investing or speculating. Anyone who can tell what will happen five years from now is either a charlatan or day-dreamer.
I am long AAPL based on what I see on its balance sheet, cash flow and P & L. What will happen a few years from now, only the Man upstairs could know.
Is Apple Really A 'Buy'? [View article]
A little more on Deutsche/Apple: The firm notes Japanese analyst Yasuo Nakane has long been cautious about FQ2 (March quarter) iPhone builds, and thinks the consensus for FQ2 iPhone sales has fallen to around 37M. The U.S. team thinks Nakane's estimates (45M builds in FQ1, 28M-30M in FQ2) implies upside to his FQ1 sales forecast, and downside to his FQ2 forecast. Meanwhile, his forecast for 17M-19M FQ2 iPad builds implies upside to an FQ2 forecast for sales of 15M. [View news story]
I took my plunge at $250 and had never regretted it. I look at AAPL's balance sheet, cash flow and P & L and compare it to the other big techs. I simply couldn't find a better deal to put my money in in the short and the medium term. Longer than 5 years, no one knows except the Man upstairs.
Apple, Nokia, Research In Motion - Which Is A Winning Bet For 2013? [View article]
If Apple Isn't Investing In Apple, Should You? [View article]
Consider Selling Apple Stock [View article]
Consider Selling Apple Stock [View article]
Another Day, Another Crack In Apple's Wall [View article]
If BB10 turns out well, how much more it will go up? $5 at most.
If it gets panned in the reviews, how much will it go down? $5 at least!
Another Day, Another Crack In Apple's Wall [View article]
Another Day, Another Crack In Apple's Wall [View article]
I am still holding onto my AAPL shares and will buy more when it approaches $500.
Show me another stock which is so rich in cash/share, no long-term debt, such a low P/E and pays a dividend. Certainly not RIMM, Nokia and the like. Apple court case losses? Who's not suing who these days? Apple like the others, win some and lose some.
No matter how one looks at it, AAPL should be a core holding and a solid investment for any serious investor.
Apple: Why I Was Wrong - The Company Is Just Too Cheap To Sell [View article]
I guess it also appears in the minds of some financial analysts.
Mea Culpa: Why I Sold Apple [View article]
This article would get a failure grade in a 1st year Investment Banking undergrad course in any reputable college or university.