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wiesje

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  • Watch Out Apple: Here Comes Xiaomi, Microsoft Might Be Right Behind [View article]

    good call on MSFT
    Jan 27, 2015. 11:02 AM | 2 Likes Like |Link to Comment
  • Apple Earnings Preview: Positive Read-Through From Hon Hai; Focusing On App Growth [View article]

    all these Authors want to call a Top on this stock, you must be nuts to short this stock, Apple is by far the best money making machine on the Globe

    what makes these guys believe they can outsmart this company, the market will tell you when this company needs a breather, so far every pull back was a buying opportunity, this company is on a unbelievable roll and it is not over yet, far from.

    and than some claim " watch out Apple here comes Xiaomi " , does Audi or BMW worry about Hyundai ?
    Jan 25, 2015. 07:03 PM | 5 Likes Like |Link to Comment
  • Is Apple Really Gaining Market Share? Data Points Mixed [View article]

    now the Author is only short by being Long Puts but 50% ago he was short the stock, short calls and Long puts, his Long puts are probably at the equivalent of 450$ pre-split and maybe he rolled them at an expensive premium up and out, since he has been short from 450 $ pre-split and this short on the stock as well as short on calls, which all must have been exercised, however all conveniently disappeared
    his whole Position reporting is heaps of horse manure
    Jan 21, 2015. 12:14 AM | 3 Likes Like |Link to Comment
  • 2015 Will Be Apple's Year: Raising Price Target To $174 [View article]

    cash is not cash overseas ? why are they holding it all in Zimbabwe ?

    we are stocking all our Gold reserves since WWII in the US, are they therefore not ours ?
    Jan 6, 2015. 09:05 AM | 1 Like Like |Link to Comment
  • 2015 Will Be Apple's Year: Raising Price Target To $174 [View article]
    No, the largest buyer of Apple stock is Apple , at the moment they are busy selling and delivering phones, once they are done and the cash is in the Bank, they will be back buying their stock

    they are not telling anyone, but this is all part of their master plan , they are slowly delisting the company, everybody thinks they will apply for quotation on the Dow, they are not they are taking the company private, the only one who knows is Icahn :))
    Jan 6, 2015. 01:12 AM | 2 Likes Like |Link to Comment
  • 2015 Will Be Apple's Year: Raising Price Target To $174 [View article]
    the lower the stock goes, many of us will join you in holding the stock as LT investors

    when the stock moves North we are all Traders, when it goes South we are all investors
    Jan 5, 2015. 05:21 PM | 1 Like Like |Link to Comment
  • 2015 Will Be Apple's Year: Raising Price Target To $174 [View article]

    is Apple still going for a listing on the Dow ?
    Dec 31, 2014. 12:12 PM | 1 Like Like |Link to Comment
  • Time To Eat Your Apple Pie [View article]

    i am bullish on Apple and feel it should be a 130 $ stock rather than a 90$ stock, however what puzzles me is that the largest buyer of Apple stock is Apple and with large entrepreneurs in the stock like Icahn and Einhold all with buy and hold policy and most analyst either with hold or buy recommendations and most private holders of the stock also holding on to their shares

    the question is " who is doing all the selling ? " , the amount of shares is being diminished as Apple takes vast quantities of shares out of the system end yet it feels like if Apple is not around to buy their own stock, nobody else is , but the selling is Always there .. it almost feels like the shares being taken out of the system by Apple is somehow coming back in to the system, now i know this is not the case as the total amount of shares are diminishing, so again where is all the selling coming from ?
    is Apple actually really destroying the shares they are buying back, or are they kept in some separate account for bonus-pool purposes or employee trust , whatever ?

    any other stock with the view to the upcoming sales numbers and potential earnings , trading at a relative cheap valuation would have exploded, Apple does not, why is that ?
    it is actually even gravitating lower to sideways in an overall bull market.


    I sometime wonder if it would not have been better if Apple would have paid out special dividends instead of buying their own stock for 55 bio $, the share holder would have pocketed a far better return in cash and Apple's overall market cap would be lower and it would trade at a far better pe than the 17 x earnings it is at now.


    i can only conclude that Apple's sheer market cap is working against the stock, I see no other reason why Apple is being unjustly rewarded for its earning power.
    by paying out dividend instead of buying the stock that would bring the cap down and reward the shareholders handsomely.
    now most/all of the profit is paper profit and if you want to collect you have to sell some shares.
    Dec 24, 2014. 02:17 AM | Likes Like |Link to Comment
  • Time To Eat Your Apple Pie [View article]
    yes, Apple would already have been there if Apple was to split in 4 divisions and float them all separately.

    Apple is being penalized for its sheer market cap, absolutely ridiculous, the sum of all parts within Apple is being unjustly rewarded, but that's human nature, the closer Apple gets to 1 trio $ the more people will write about how much downside Apple may have if earnings come short of expectations

    I ask you what expectations, some analyst who puts a ridiculous number down and at the same time that analyst writes what phenomenal potential AMZN has without making any decent contribution to the bottom line ?

    now that mountain of cash , which should be regarded as a safety net and a big level of comfort to those who own the stock, is in Apple's case being held against them, take out that mountain of cash Apple trades at 12x earnings, the stock is cheap and yet it's the richest company on the Globe, not the most expensive, that's AMZN or some other volume pushing company at no margin.


    I am with Icahn.
    Dec 22, 2014. 09:52 AM | 1 Like Like |Link to Comment
  • Time To Eat Your Apple Pie [View article]

    here in the Dutch Paper they said that was from one entity only for reason of an acquisition they made to get the financing, Xiaomi is a private company and does not publicly have to release their numbers, so i would treat that number as not too important.

    the Lenovo number is more important and they did drop market share versus Xiaomi en their profits came short to expectations.

    there is no doubt Apple continues to dominate and their margins are unmatched, Apple also is so diversified in profitable divisions, there is nothing holding this company back to move towards 135 $ , except a total drop in market confidence .
    the stock is merely pausing at present , so yes it could gravitate a little lower after a fantastic run, but it's just building fresh momentum to move higher.
    Dec 22, 2014. 12:18 AM | 1 Like Like |Link to Comment
  • Time To Eat Your Apple Pie [View article]
    people love underdogs , as such BBRY gets all the goodwill in the stock without making any money, they get rewarded for not losing too much and Apple gets penalized because they make more money than any other company on the globe and if they just are one penny short of ridiculous high estimates they need their share price halved.

    Apple does not need to invent the next big thing, they can just buy it if by any chance somebody else gets lucky.
    they may well be looking at TomTom to move in to partner in data which provides the automated driving car industry, safety on road travel and transportation that may well be their next move

    if BBRY was a threat to Apple's earnings they would acquire them, if BBRY ends up being a niche player making little returns, they cannot be bothered.

    of course Apple stock needs a breather or even a good correction every now and then, it's called profit taking.
    but the stock will not retrace too much, the numbers are just too good and the fundamentals too solid.

    Icahn knows and he has known since 450 $, I stay with the stock and accept the corrections, for me Apple is an investment and not a Trade.
    I would like them to up the dividend though.
    Dec 16, 2014. 03:51 PM | 1 Like Like |Link to Comment
  • Apple's Recent Pullback A Buy Opportunity [View article]

    Apple is not expensive, Apple is overbought and as such the stock needs to cool off somewhat, all the technical indicators suggest that the stock needs a breather before it can gain upward momentum again.
    The stock does not need to sell off to achieve that, if it goes sideways for a while, the RSI, oscillators and so on will move to a more neutral stance and than the stock can continue its uptrend.

    most tech stocks are well valued or over valued, Apple is still under valued, take out that mountain of cash and Apple is actually cheap for earnings.

    I am not saying 165 but 135/150 $ is on as Long as the overall markets hold.
    Dec 4, 2014. 12:17 AM | Likes Like |Link to Comment
  • Is Apple At A Ceiling Right Now? [View article]

    dear Author, thanks for yr paper

    maybe, but it's tough betting against Apple, for one they are the best money earners on the Globe and secondly they are the best sponsor ( buyer ) of their own stock

    so as to ownership, it's very good to own Apple, but from a risk point of view it would be better if Apple handed out all that surplus cash to their loyal stock holders in form of a super dividend , lower their stock price, that leaves room for their multiple to grow and they don't have to fight WS over their huge market cap, which unjustly is now a serious handicap.

    a proven business such as Apple , with the worlds best track-record for earnings deserves a higher pe than 16 X Earnings , including that mountain of cash, so if that cash is an Anker to be correctly valued, hand it out and up the value of the company and stop buying your own stock, from a risk point of view that's madness to take on more exposure on the company and unnecessary, just reward your loyal stockholders with a super dividend.
    Nov 20, 2014. 12:15 AM | 2 Likes Like |Link to Comment
  • Yes, Apple At $203 A Share Is Possible [View article]
    thank you for your answer, the time difference is somewhat a handicap for catching up

    you have made a very valid point, Management compensation schemes differ from country to country

    over here one is not always enthusiastic about share buy backs, because some of these buy back shares are not destroyed, but are held back in a pending or holding account and than years later they end up in some bonus scheme for senior Management.
    Oct 29, 2014. 04:13 PM | Likes Like |Link to Comment
  • Yes, Apple At $203 A Share Is Possible [View article]
    Fair comment and I do not disagree, but my point is to see Apple being rewarded more just for value than they are presently being judged and that has to do with a) the sheer size of Apples market cap and b) the enormous amount of cash they are carrying on their balance sheet

    one should also not forget that ( just to talk round numbers) if out of that 150 bio cash, 100 bio is surplus to requirements , that is a risk to shareholders.
    Apple could easily transfer that risk to an asset for share holders by paying out a special dividend, I am aware of the tax issue, but Apple can borrow like no other company, cheap and plenty , so there is plenty of room to maneuver.

    the result is the net value of Apple as a company would go down, the market cap would go down, but the multiple would increase enormously.

    this is all perfect news to share holders, bcse - they get rewarded handsomely for their investment with a cash pay-out, the stock becomes cheaper so they can buy more, the downside on the stock is reduced because of the lower market cap and the risk that cash sitting on Apples balance sheet and not being rewarded fairly in the share price has disappeared and let the Banks take some  credit risk on Apple.

    let us not forget that all share carry risk also Apple, let us not forget that only 2 years ago after a minor cock-up on Maps, Apple lost almost 50% of its market value.
    I am not saying this is to happen again, because Apple is now more diversified, has more value and less shares available, but if for whatever reason the Apple watch or any other new product is a failure, the stock will get sold and it will be sold down seriously, bcse Apple just gets too much attention, good or bad.

    Apple is by far the best money earner on the Globe, so pay out and reduce risk, that is what is good for shareholders, one should extract risk out of a company when it grows into unknown territory, no other company has achieved what Apple has, even Exxon does not come close and they have a 100 year history, went through 3 mergers and went bankrupt or almost and Apple achieved all this in 10 years, so do not put more in, don't buy more of your own shares, reduce risk do not add risk, that's what they should be doing, Apple makes enough money to support any LT view they have, so to me there is no need to carry an oversupply of cash on its books, that is an unnecessary risk.
    Oct 26, 2014. 05:06 AM | 1 Like Like |Link to Comment
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