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  • Apple's Broken Narrative  [View article]
    GRJ, you're exactly right. Apple appears to have plateaued temporarily, growth will likely take off again within a couple of quarters and be robust when the iPhone 7 and 2nd gen Apple Watch hit the market. But where has Apple plateaued? Oh, it's plateaued at making more money than any company in the history of Wall St. It seems that Wall St. analysts and investment firms and the media have conveniently overlooked this minor detail. Apple's earnings and free cash flow dwarf the FANG companies, all of them, combined! But some how Apple's quarter in which it earned more money than any other company in the world in history has been portrayed as a disaster, a tragedy, the end of Apple's growth, etc. etc. etc. Apple has a proven track record of consistently strong earnings, an incredible balance sheet with a huge pile of net cash, it pays a decent dividend, and it has hundreds of millions of exceptionally loyal customers that present a rosy picture for continued and sustained future profits growth. That's all the narrative Apple needs.
    Feb 3, 2016. 05:45 PM | 25 Likes Like |Link to Comment
  • Forget Growth, Apple As A Value Stock Delivers Double-Digit Returns  [View article]
    "Apple (NASDAQ:AAPL) is no longer a growth stock - it is a value stock. "

    Give me a break with Apple is no longer a growth stock. Apple has temporarily plateaued for the next couple of quarters. But, significantly in my view-apparently brilliant analysts don't agree-it's plateaued at making more money than any other company in the world. Not so bad in my opinion to plateau at making more money than all the FANG stocks combined. Growth will pick up again with the iPhone 7 cycle and the Apple Watch 2nd generation and the next generation of Macs. So while Apple is a value stock selling at a ridiculously low P/E and PEG, it's still is a growth play too. With hundreds of millions of IOS users and huge numbers of Android and Windows people switching to Apple the future growth prospects for Apple are immense.
    Jan 28, 2016. 12:56 PM | 9 Likes Like |Link to Comment
  • Apple: Capitulating To The Carriers (And The Regulators)?  [View article]
    Fade, here's the quote Apple made to Buzzfeed. WestEnds whole article is based on a TOTALLY BOGUS rumor! I think he has an agenda :)

    "There is no truth to this rumor," Apple spokesperson Trudy Muller said in a statement to BuzzFeed News. "We are entirely focused on switching users from Android to iPhone, and that is going great."
    Jan 12, 2016. 11:20 AM | 29 Likes Like |Link to Comment
  • Amazon: Expensing R&D Hides The Economic Earnings  [View article]
    Author, given the info here from Tom Armistead and from jimidean, Bryce_in_Tx, and Jack Ready, how did you come up with the R&D numbers in your article? It seems clear that Amazon does not clearly disclose its R&D expenditures? I've seen this before as well, I think articles and/or comments by Paulo Santos and maybe Timothy Phillips have also addressed Amazon's opaque financial reporting regarding R&D and other items.
    Dec 17, 2015. 10:03 PM | 3 Likes Like |Link to Comment
  • Apple: Weak iPhone Sales A Reason To Buy?  [View article]
    "Name one real innovation for last 4 years."

    Apple Watch. Finger print ID that actually works. Apple Pay. Apple CarPlay. Force Touch.
    Dec 17, 2015. 11:59 AM | 23 Likes Like |Link to Comment
  • Apple: Examining U.S. iPhone Installed Base Data  [View article]
    "I've been seriously disappointed at how out of touch they are with users needs here in the USA in the last 5 years. "

    If Apple is so out of touch with users needs in the USA how did they convince over 100 million Americans to buy iPhones? It seems that over 100 million Americans decided that the iPhone met their needs just fine. Do some people like yourself think differently, sure. But sales and user satisfaction data support the argument that Apple is doing a good job at identifying most users needs and meeting them.
    Dec 5, 2015. 02:57 PM | 1 Like Like |Link to Comment
  • With All The Challenges Amazon Faces, Will The Stock Continue To Soar?  [View article]
    I'm interested in buying a Citizen watch, model AT9013-03H, with perpetual calendar and atomic clock, MSRP of $550. Checked out prices today, at Amazon the price is $330. The exact same watch is $299 on Ebay and $267 at Jomashop. Just one recent example.
    Dec 4, 2015. 09:22 PM | 1 Like Like |Link to Comment
  • Amazon Success Changes The Technology Game  [View article]
    "AMZN is now generating profits for the first time in the company's history."

    dp22, AMZN was profitable for a few years at the end of the last decade; it's most profitable year in history was 2010 in which it earned over $2 a share for the year. After 2010 profits took a nose dive culminating in actual losses for a few years.
    Nov 18, 2015. 03:45 PM | 1 Like Like |Link to Comment
  • Even With Higher Margins, Amazon Wouldn't Be Cheap  [View article]
    dreadnaught1, very insightful and I believe accurate assessment!
    Nov 9, 2015. 06:29 PM | Likes Like |Link to Comment
  • Amazon rallies to new highs after Druckenmiller praises company's long-term focus  [View news story]
    Funny how the street demands increasing quarterly profits on a year over year basis for every other large cap company, but AMZN is allowed to ignore earnings and "focus on long term growth". If Google, Apple, or IBM were to report a quarterly year over year earnings decline because they decided to "focus on long term growth" they would get hammered into oblivion. They're expected to focus on long term growth and make money now at the same time. Why can't AMZN do both as well?
    Nov 4, 2015. 03:04 PM | 7 Likes Like |Link to Comment
  • Amazon Valuation: It's All About The Cash Flow, Stupid  [View article]
    PK, they have no choice regarding their CapEx growth. AWS is extremely capital intensive, servers need to be replaced on average every 3 years. As AWS grows, CapEx grows. Then there's the capital equipment associated with their fulfillment centers etc. But the biggest CapEx hog by far is AWS.
    Oct 31, 2015. 01:02 PM | 2 Likes Like |Link to Comment
  • Apple: The Music Will Stop Eventually  [View article]
    "Revenue of $51.5b, +22%, was largely in-line with consensus while EPS of $1.96 beat by $0.08."

    Minor detail, revenue would have been over $3 billion higher if not for forex. Even so, Apple's quarter would be considered a monster for any other company; it made more money in the quarter than Google, Microsoft, and Amazon combined. The "music will stop" for Apple one day like it will for every company on Wall St. and every person on earth, but that day is far in the distant future for Apple.
    Oct 28, 2015. 02:17 PM | 18 Likes Like |Link to Comment
  • Apple Earnings: Record Breaking Quarter, Anemic Guidance  [View article]
    Mark, I'm surprised, you can't see the forest for the trees. Even if Apple slows to single digit growth for the coming fiscal year, the following year is going to be huge again with the iPhone 7, the second iteration of the AppleWatch, and the next iteration of iPads, Macs, AppleMusic and everything else. Apple always bumps up huge in the non S iPhone years (iPhone 4,5,6). Apple is incredibly undervalued today and will probably remain that way for some time. There's no question now that Apple owns the high end of the smartphone market and the Apple ecosystem is drawing in customers from Android and Windows. The only thing that could hurt Apple would be an enormous collapse of the US or China economy. I don't see that happening any time soon.
    Oct 28, 2015. 10:49 AM | 27 Likes Like |Link to Comment
  • Apple: Why $116-$120 Will Soon Be History  [View article]
    J.M., I share your positive sense of Apple, I've owned it now since 2008, but it sure seems that the Market just doesn't agree with us. Apple can't seem to do enough no matter what it does. Apple makes more money than Google, Microsoft, and Amazon combined but while those three companies sell at valuations way above the average of the S&P 500, Apple sells way below the average of the S&P 500. And here we are the day before earnings and Apple is getting hammered while Google, Microsoft, and Amazon continue to rise. I find the market perplexing at times, its very frustrating that Apple doesn't get more recognition for the great company that it is. Hopefully this will turn around soon but I'm beginning to have my doubts.
    Oct 26, 2015. 11:46 AM | 14 Likes Like |Link to Comment
  • Amazon Web Services Adds Upside Despite Stretched Valuations  [View article]
    InvestingInvestor, for all its growth AWS does not yet generate a net profit. The operating profit Amazon brags on does not include all costs/expenses. Revenue and revenue growth are positives but not sufficient on their own to label a company great, profits are needed at some point. I'll be a believer when Amazon generates consistent and growing profits to go along with the revenues to justify its lofty stock price. So far it has not been able to sustain significant profitability. If we are to believe the analysts that is about to change, they are predicting that Amazon will earn over $4 a share next year. If Amazon accomplishes this I will be impressed, but past earnings projections for Amazon have been consistently wrong and way too optimistic, we'll see what happens next year. Good luck investing.
    Oct 14, 2015. 10:45 AM | 1 Like Like |Link to Comment
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