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jasaggie

jasaggie
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  • Apple's Mobile Profitability: The Illusion Of Advantage [View article]
    this article was as useful as the Michael Blair articles. note to self. author: Hibben
    Jul 28 10:45 AM | 20 Likes Like |Link to Comment
  • Apple's Q3 Bonanza: The Real Story May Be Not Quite So Bullish [View article]
    hobart16: inflation is coming. It is not possible to print the money that our Fed has printed, and not have inflation. Equity asset valuations have grown in exact lockstep with the Fed balance sheet. Cause and effect? Or, sheer coincidence? You can draw your own conclusion on that. In essence, the equity valuations have increased based on borrowed money, record national debt and yes, due to investors search for return. People living on fixed income have been "forced" to move into equities.

    Now, as those Fed transactions are unwound, or tapered if you prefer that term, equities will undoubtedly suffer. At a minimum, the volatility risk will increase. This is not business friendly, nor will it be referred to as a "golden investment climate".

    Yes, borrowing money at rates near zero has propped up our economy. As rates increase, beginning next year, that market's move upward will likely be slowed.

    As for depression level unemployment, it has been reported that current levels of underemployment and unemployment, along with those that have just decided to remove themselves from the job market, are not appreciably different. The big government policies are not business friendly. Our tax policy is not business friendly, evidenced by companies deciding to leave the country to avoid agregious taxes. When your tax policy is such that your local corporations are disadvantaged from foreign companies due to tax, that is not business friendly. And ultimately, it is not people and job friendly.

    Comparing our dollar to other currencies, and comparing national debt to GDP, are clever approaches to mask the real and raw numbers. Debt is an all time high, regardless what percent of GDP it is. Our kids will have to pay back an all time high national debt in real dollars.

    As for AAPL, I remain positive. The ecosystem is strong. Their cash hoard, their management, their new products, new business relationships, and customer service remain strong. The halo affect that started with iPod and now is still in affect from iPhone, bodes well for future sales of all products.

    Best of luck with your investments.
    Jul 27 11:38 PM | Likes Like |Link to Comment
  • Apple's Q3 Bonanza: The Real Story May Be Not Quite So Bullish [View article]
    who are you referring to, Yesterdays_news?
    Jul 27 12:21 PM | Likes Like |Link to Comment
  • Apple's Q3 Bonanza: The Real Story May Be Not Quite So Bullish [View article]
    don't forget the trilions of dollars the Fed has printed, thereby devaluing the dollars that are in your pocket. so yes, that's not business friendly, or citizen friendly. it's a cover-up of the problems that this administration has caused, assuming you want to deal in facts.
    Jul 26 06:31 PM | 1 Like Like |Link to Comment
  • Algorithm Predicts An End To Apple's 12-Month Run [View article]
    Eric: no, I don't think it was very funny, nor did I appreciate it. I've removed a lot of stocks from my list of what I used to review on SA. I do not reward poor service in any business. No need to. There are other boards like this one that often offer even more fact-based comments and data.
    Jul 15 01:53 PM | Likes Like |Link to Comment
  • Algorithm Predicts An End To Apple's 12-Month Run [View article]
    yes, it is a model that doesn't have any emphasis on facts. and, when you call someone out on it your comment may even be removed if the SA editors think you haven't called them out nicely enough. you gotta love this "everybody gets a trophy for playing" generation.
    Jul 15 01:46 PM | 2 Likes Like |Link to Comment
  • Apple: AT&T Can Help Sell The iWatch [View article]
    Kevin, your comment has me pondering this question. What percent of Android "fans" aspire to the Apple ecosystem, just can't afford to get there? Conversely, what percent of Apple ecosystem people aspire to move to Android?
    Jul 11 10:32 AM | Likes Like |Link to Comment
  • Apple: AT&T Can Help Sell The iWatch [View article]
    ATT has not been a friend of AAPL of late, doing everything they can to push AAPL customers, and others, to the cheap Android phones. And, eliminating the early upgrades was also not helpful to AAPL. I wouldn't be surprised to see someone else have the "exclusive" if there even is an exclusive.
    Jul 11 10:28 AM | 2 Likes Like |Link to Comment
  • Algorithm Predicts An End To Apple's 12-Month Run [View article]
    i made a similar comment and it got taken down. not sure if it was the author or M Blair that complained. so much for free speech :(
    Jul 10 04:07 PM | 1 Like Like |Link to Comment
  • Algorithm Predicts An End To Apple's 12-Month Run [View article]
    or AMZN.
    Jul 9 03:13 PM | 11 Likes Like |Link to Comment
  • How Low Will Apple Shares Go This Time? [View article]
    It seems that all the things you mentioned are commodities, i.e. lower margins, hence the profit squeeze that Samsung has been experiencing. Just a thought. As for phones, and Samsung, the low end of the smart phone market is slowing.
    Jun 23 08:07 AM | 5 Likes Like |Link to Comment
  • Apple: This Is Ridiculous [View article]
    I have changed my preferred browser on all devices to Yahoo for precisely this reason. You get to the same spot and don't get Scroogled along the way.
    Feb 13 02:25 PM | 1 Like Like |Link to Comment
  • Why Apple's China Mobile Launch Was A Flop [View article]
    I recall you saying that you had eliminated your shorts prior to earnings, yet would re-short the stock after the post earnings jump if that happened.
    Jan 30 01:04 PM | 1 Like Like |Link to Comment
  • Why Apple's China Mobile Launch Was A Flop [View article]
    No, MB did not win with his shorts. He sold his shorts before the earnings announcement, probably kicking himself now.
    Jan 30 10:58 AM | 1 Like Like |Link to Comment
  • Why Apple's China Mobile Launch Was A Flop [View article]
    I'm sure they will let you know when they have available inventory. I suspect that China Mobile did not order 1.2M phones because they because you filled out a form that says you are "interested".
    Jan 26 10:27 AM | Likes Like |Link to Comment
COMMENTS STATS
35 Comments
67 Likes