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  • Apple's Hyperbolic Orbit And Newton's Laws Of Gravity [View article]
    Michael, I got it, and I enjoyed it. Good article.
    Mar 19 08:13 PM | Likes Like |Link to Comment
  • Why Apple Will Not Go Straight Up Forever [View article]
    Andrew, you are dead wrong about consumers not being loyal to a specific brand. I and quite a few of my friends/relatives had been long time Microsoft people and have switched sides. It started for me in 2008 when my Windows machine crashed (again). I bought an iMac which I still have; it has never crashed. I then bought an iPhone and have since upgraded to and iPhone 4s. I then bought an iPad2. I have a lot invested in IOS apps. I will never go back to Microsoft and don't even consider non Apple products. Not because of snobbishness, because of quality and ease of use. Many others feel the same way resulting in IOS being very sticky. I'm buying a new desktop later this year, it will be an iMac. And by the way, I don't think Apple will go up forever, I don't think any stock will go up forever. But I'm pretty confidant about Apple generally moving higher over the next couple of years.
    Mar 19 04:37 PM | 1 Like Like |Link to Comment
  • Apple Forces Short Sellers To Think Twice [View article]
    David, you say "Earnings season is coming up soon. Overall last earnings season disappointed many analysts and investors. With a likely weak Q1, this earnings season is even more likely to disappoint investors." This is very true for "the market", but Apple is very likely to have another blow out quarter beating year over year by 50% or more. So money may very well move into Apple as it moves out of other stocks. More and more investors are seeing Apple as a safe haven solid growth and value play, and now it's also a dividend play.
    Mar 19 04:17 PM | 2 Likes Like |Link to Comment
  • Apple Forces Short Sellers To Think Twice [View article]
    odspan, well said!
    Mar 19 04:13 PM | Likes Like |Link to Comment
  • Why It's Time To Short Apple [View article]
    John your comparison of the Apple price rise with the price rise of internet stocks during the dot.com bubble is incredibly off base. I remember the dot.com bubble clearly. Internet stock prices rose with no connection with real earnings but with wild speculation regarding the "pot of gold at the end of the rainbow". These companies had no profits and huge debt. All they had to do was report an increase in customers/revenue and the price of their stock would skyrocket because of the huge profits that were sure to come some day, maybe, hopefully. Crazy speculation was rampant. Contrast that with Apple. Apple's price rise hasn't been based on wild speculation, it's been based on solid earnings; far from having no P/E it's P/E is about the average of the S&P 500. Far from being saddled with huge debt, it has no debt and over $100 billion in cash and short term securities. Apple's revenue AND EARNINGS growth are among the best in the S&P 500 over the last 3 years. Apple has nothing in common with the dot.com bubble except the rise in its stock price and that rise is not based on wild speculation but on solid old school fundamentals.
    Mar 16 10:50 AM | 2 Likes Like |Link to Comment
  • Apple May Have Jumped The Shark And Reached Its Zenith [View article]
    David, it' obvious that your analysis was flawed this time. We all make mistakes sometimes, even Ted Williams struck out now and then, I'd be interested in hearing your take on where your analysis was flawed and why you think Apple has taken off. Regards.
    Mar 15 10:39 AM | Likes Like |Link to Comment
  • Apple's Parabolic Move: Well Deserved? [View article]
    For the last couple of years I've been frustrated by Apple's low P/E despite the phenomenal revenue and earnings growth that the company demonstrated quarter after quarter. It appears that finally the market has come to its senses and is beginning to give Apple it's due, at the same time giving me a renewed faith that fundamentals might actually mean something. Wall St. was late to the game, but in the final analysis solid performance, incredible products, customer loyalty, and an impeccable balance sheet won out. It's about time.
    Mar 14 09:29 PM | 3 Likes Like |Link to Comment
  • Apple 2012 Q2 Results - 4 Reasons To Be Optimistic [View article]
    An important point that many are missing is the growing availability of used iPad 2s on the market for as low as $250. The market will grow significantly as iPad 2 owners trade up to the new iPad. Would you rather have a new anemic Amazon Fire for $199 or a used incredible iPad 2 for $250? I think the availability of iPad 2s on the market will negatively impact Fire sales big time.
    Mar 12 11:30 AM | Likes Like |Link to Comment
  • Apple's Clash: Rising Stock Price Vs. Declining Company Superiority [View article]
    "The new iPad has more robust features, but lacks dazzling or compelling improvements. Even the press viewed the changes as a competitive move (think defense), not a product advancement (think offense). For example, The Wall Street Journal (in "Apple Tries to Keep Edge with New iPad") describes the iPad tablet as "updated" and its goal as "Apple … strives to stay ahead of competitors and prove the devices can trump personal competitors."

    Take the above and replace "iPad" with "iPhone 4s. That's almost exactly what a lot of pundits said when the iPhone 4s was released. You and they just don't get it. The new iPad is at least a year ahead of the competition. And it's not just tech specs that count, much more important is the user experience. Even the iPad 2 is superior to any other tablet out there as far as user friendliness. I've played with an Amazon Fire and an eePad, they're not even in the same ballpark as the iPad. I think Apple is no where near the top of its game yet; you aren't the first nor will you be the last to be mistaken in that belief. You'll eventually kick yourself for selling Apple when you did.
    Mar 9 05:31 AM | 10 Likes Like |Link to Comment
  • Apple Shares Currently Have Greater Downside Risk Than Upside Potential [View article]
    BlasterMan, an important and greatly underestimated metric that bodes well for Apple is the IOS and Android churn rate. IOS is far stickier. A much higher percentage of Android users switch to IOS than the other way around. So as the Android market grows, it actually is beneficial to Apple in the long run as a large percentage of these mostly first time smart phone users will switch to the iPhone when their contracts expire. Apple shares have run up significantly in the last couple of months and there may be a short term temporary pull back in Apple's share price, but there's no question that within a year it will be in the $600-$700 range.
    Mar 5 10:38 AM | 2 Likes Like |Link to Comment
  • Weighing Both Sides: Pros And Cons Of An Apple Dividend [View article]
    Tradevestor, I posted the following comment to Cameron Kaine's piece yesterday and would like to re-post it here. The gist is I like the pro side of the argument for a sensible dividend that will still allow Apple to accrue cash every quarter. "Cameron, I get your points and I've done very well long Apple over the last 3 years without any dividend. I'm ecstatic with Apple's performance and future prospects and have no plans to sell any of my shares any time soon regardless of what decision is made regarding dividends. However, I believe that a sensible dividend, on the order of $2 or $3 per share per quarter would have a positive impact on the stock price. First, unlike me, there are many investors and funds that only invest in dividend paying stocks. By paying a dividend Apple would bring these investors into the stock increasing demand and theoretically raising the stock price. This assumes of course that the company continues to perform in stellar fashion which I'm sure it will. Secondly, a dividend of the size I mentioned above would still allow Apple to accrue cash, so Apple's cash pile would continue to grow albeit at a slower pace. So I see it as a win-win. The cash pile keeps growing, and a new population of investors come in to the stock to keep the momentum going. The idea of a huge special dividend that some people are kicking around is crazy in my view; I like that Apple has a huge cash pile but when you're talking $100 billion or more, paying a dividend and still growing the cash pile sounds pretty reasonable to me."
    Feb 28 10:21 AM | Likes Like |Link to Comment
  • Apple: Trying To Keep Greedy Investor Hands Out Of Its Pockets [View article]
    At the annual shareholders meeting last week Mr. Cook was asked about a stock split. He emphatically ruled it out. So I think the option of a stock split is off the table.
    Feb 27 04:43 PM | Likes Like |Link to Comment
  • Apple: Trying To Keep Greedy Investor Hands Out Of Its Pockets [View article]
    Cameron, I get your points and I've done very well long Apple over the last 3 years without any dividend. I'm ecstatic with Apple's performance and future prospects and have no plans to sell any of my shares any time soon regardless of what decision is made regarding dividends. However, I believe that a sensible dividend, on the order of $2 or $3 per share per quarter would have a positive impact on the stock price. First, unlike me, there are many investors and funds that only invest in dividend paying stocks. By paying a dividend Apple would bring these investors into the stock increasing demand and theoretically raising the stock price. This assumes of course that the company continues to perform in stellar fashion which I'm sure it will. Secondly, a dividend of the size I mentioned above would still allow Apple to accrue cash, so Apple's cash pile would continue to grow albeit at a slower pace. So I see it as a win-win. The cash pile keeps growing, and a new population of investors come in to the stock to keep the momentum going. The idea of a huge special dividend that some people are kicking around is crazy in my view; I like that Apple has a huge cash pile but when you're talking $100 billion or more, paying a dividend and still growing the cash pile sounds pretty reasonable to me.
    Feb 27 11:05 AM | 6 Likes Like |Link to Comment
  • Apple Crushes The Competition [View article]
    Many Apple customers are like me. I never owned an Apple product until 2008. Tired of constant crashes and loss of internet connections with my PC, I finally bit the bullet and bought an IMac. The difference in the user experience was incredible. It's never crashed, never lost it's internet connection. Based on my satisfaction with the iMac and Apple I bought an iPhone 3Gs. Another incredible experience. So I bought an iPad 2. Then I upgraded my iPhone to an IPhone 4S. So now I'm a confirmed Apple customer and I'll never go back. The quality of the products, Apple's unsurpassed customer support, and the user experience means to me that these devices are worth every penny.
    Feb 23 11:17 AM | 8 Likes Like |Link to Comment
  • Apple Shareholder Meeting: 5 Possible Outcomes [View article]
    matthewj, I agree with you on this, but I just don't think Facebook would accept $60 billion. It looks like their initial valuation is going to be in the $75 billion to $100 billion. If Apple could pick them up for $60 billion it would be a great deal. Probably not going to happen but who knows.
    Feb 22 01:23 PM | Likes Like |Link to Comment
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