Seeking Alpha

rperson

rperson
Send Message
View as an RSS Feed
View rperson's Comments BY TICKER:
Latest  |  Highest rated
  • What's In Store For Apple Investors In FY13 [View article]
    Google had a huge earnings miss earlier this year. Actually a loss. The result? A dip in the stock that lasted less than 24 hours before a rebound. And the analysts? Google gets no where near the constant barrage of criticism that Apple takes daily. I realize that Apple's size and visibility as an investment is part of the cause. But why is Google seemingly given a free pass while Apple bashing has become a cottage industry?
    Dec 20 11:02 AM | 5 Likes Like |Link to Comment
  • Apple (AAPL -0.4%) is down just slightly in spite of Citi's downgrade: iPhone order cuts and soft regular iPad sales seem priced in with multiples soundly in value territory, and many analysts are making it clear they're still fans. Canaccord's Milke Walkley is the latest to slash estimates (though reiterating a Buy), citing "softer sales expectations in international markets, primarily in Europe." Included in the Citi downgrade is U.S./U.K. survey data noting a growing consumer preference for bigger displays: 47% of iPhone owners said their preferred screen size is 4.1"-4.5". [View news story]
    "The iPhone is nothing more than a luxury bauble that will appeal to a few gadget freaks. In terms of its impact on the industry, the iPhone is less relevant. [...] Apple will sell a few to its fans, but the iPhone won't make a long-term mark on the industry."

    Mathew Lynn, Bloomberg. Published in 2007
    Dec 17 11:28 AM | 2 Likes Like |Link to Comment
  • Apple (AAPL -0.4%) is down just slightly in spite of Citi's downgrade: iPhone order cuts and soft regular iPad sales seem priced in with multiples soundly in value territory, and many analysts are making it clear they're still fans. Canaccord's Milke Walkley is the latest to slash estimates (though reiterating a Buy), citing "softer sales expectations in international markets, primarily in Europe." Included in the Citi downgrade is U.S./U.K. survey data noting a growing consumer preference for bigger displays: 47% of iPhone owners said their preferred screen size is 4.1"-4.5". [View news story]
    As of 11:10 AM EST, Google is selling for more than $200 a share than Apple and Priceline more than $100 a share. Insanely, insane. Truly.
    Dec 17 10:59 AM | 2 Likes Like |Link to Comment
  • Apple's (AAPL) FQ1 sales could get a bump from Wal-Mart (WMT), which has begun selling the 16GB iPhone 5 at a subsidized $127 at thousands of U.S. stores. The retail giant is also selling the 16GB 3rd-gen iPad for $399 (a $30 iTunes card is thrown in), and the 16GB iPhone 4S for $47. The size of the price cuts, good for the next 4 weeks, are eye-opening in light of Apple's history of limiting retailer discounts. They come as multiple analysts (I, II, III) strike a cautious tone on iPhone sales thanks to supply chain data. [View news story]
    Hero-

    People and pundits have been predicting the end of Apple since 1995. The Apple Death Knell Watch is actually collecting these comments for all of us all to see and bear witness to. Not one of these predictions was right or even close to being right. None of the people or pundits predicting Apple's end was right. Quite the opposite. And amazingly, most of the same pundits and analysts are still working today. You have now joined the chorus of that same 17 year old "end of the world" mantra that has been proven wrong over and over again.
    Dec 16 07:55 PM | Likes Like |Link to Comment
  • Apple's (AAPL) FQ1 sales could get a bump from Wal-Mart (WMT), which has begun selling the 16GB iPhone 5 at a subsidized $127 at thousands of U.S. stores. The retail giant is also selling the 16GB 3rd-gen iPad for $399 (a $30 iTunes card is thrown in), and the 16GB iPhone 4S for $47. The size of the price cuts, good for the next 4 weeks, are eye-opening in light of Apple's history of limiting retailer discounts. They come as multiple analysts (I, II, III) strike a cautious tone on iPhone sales thanks to supply chain data. [View news story]
    So this has nothing to do with Wal-marts decision o stop selling Amazon's Kindle? Interesting.
    Dec 16 05:21 PM | 3 Likes Like |Link to Comment
  • Apple: A Mixed Bag Of Competing Considerations From Fundamental To Technical [View article]
    For those Apple perma-bears and others here, I suggest you read an article from an NY Times blog called "The Day Apple hit bottom" Written in 2006 it provides a long list of predictions from analysts and pundits on Apple's likely demise. All of them, by the way, dead wrong, and all of the pundits and critics, amazingly, still working today. The pattern, it would seem, is still in effect today. Long Apple.
    Dec 16 01:29 PM | 1 Like Like |Link to Comment
  • Apple Is Priced For No Growth [View article]
    Richbar. The ultimate Apple troll.
    Dec 16 08:15 AM | 4 Likes Like |Link to Comment
  • While other firms (I, II) are lowering their iPhone and regular iPad forecasts, NPD claims Apple (AAPL -3.7%) has more than doubled its iPad Mini display panel orders to 12M+ (presumably to AUO and LPL) to meet strong demand. Moreover, NPD thinks the Mini could account for half of 2013 iPad shipments, which it pegs at 100M+. The difference between the Mini's size (0.68 lbs. and 0.28" thick) and the 4th-gen iPad's (1.44 lbs. and 0.37") is hard to ignore here. Separately, Digitimes reports Apple is working on a second-gen Mini that's lighter still, and will sport a better display. [View news story]
    Doesn't matter. Good news goes relatively unreported. What good news does get out only drives the stock down. If someone can explain this to me I would be sincerely appreciate it. Nothing makes sense any more about Apple. Long Apple, btw.
    Dec 16 08:15 AM | Likes Like |Link to Comment
  • The Lines Meme Seems Bogus [View article]
    Paul. You may be the only credible analyst worth reading with regard to Apple. Watching this incessant hammering of a great company is difficult as someone who is holding Apple long. But wouldn't you agree that the hype, misinformation and lack of facts in most of the reporting smacks of something out of the ordinary? This just makes no sense anymore.
    Dec 16 08:15 AM | 1 Like Like |Link to Comment
  • The Reason Behind Apple's Beating [View article]
    As usual, nice article Mr Santos. That said, it's offensive to hear commenters like ATrautmann imply that long term investors in Apple are fools. I am long Apple and refuse to embrace the negative vibe of shorting stocks like Apple and find it hard to believe ATrautmann's predictions are based on anything but the hope of financial gains earned less through intelligence and more from joining the litany of haters jumping on the Apple pig pile.
    Dec 5 03:11 PM | Likes Like |Link to Comment
  • Apple's Unintended Consequences Of The Special Dividend Bubble [View article]
    Very good article and a Analysis. But aren't the option traders really one of the main sources of problems for shareholders? At the end of the day don't they use Apple as their personal yo yo to manipulate share price in concert with money managers and hedge funds? Why isn't this a focus of the SEC? It's manipulation and therefore illegal. Why is this allowed?
    Dec 5 02:41 AM | Likes Like |Link to Comment
  • Apple (AAPL -0.2%) roundup: 1) An unnamed Samsung official has denied a report claiming his company has hiked the price it charges for producing Apple's app processors by ~20%. 2) Gene Munster estimates the iPhone 5 and iPad Mini currently sport component margins of 69% and 43%. Apple's soft FQ1 margin guidance last month raised eyebrows. 3) A Cowen survey of U.S. adults found 12% claiming they plan to buy an iPad Mini; 52% of those respondents said they've never owned a tablet before. [View news story]
    "An unnamed Samsung source". Now that's responsible financial reporting and analysis. Good god!
    Nov 14 05:23 PM | 1 Like Like |Link to Comment
  • Buy Apple On January 18 [View article]
    Nice article. But if MM are holding down Apple's share price intentionally in order to get the gains you referred to, is that illegal?
    Nov 13 09:42 AM | 3 Likes Like |Link to Comment
  • Prepare For The Decline Of Apple [View article]
    What's the going rate from the hedggies for a piece like this?
    Oct 3 05:14 PM | Likes Like |Link to Comment
  • An Apple Bear Case Without Numbers Or Charts [View article]
    Former CEO of three software companies, the most recent acquired by Bain Capital in 2011. Long Apple.
    May 23 06:33 PM | 1 Like Like |Link to Comment
COMMENTS STATS
367 Comments
1,107 Likes