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johnofarizonaoregon

johnofarizonaoregon
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  • Why Apple Doesn't Care About Its Competition [View article]
    Thoughtful article. The point about comparing merits of tablets is right on target... virtually nobody is comparing merits of other tablets to the iPad unless they are shopping for a technology "fruitcake" Christmas gift for someone else... in which case they will simply buy the cheapest tablet... which is the general characteristic of "fruitcake" gift giving.

    My wife has been waiting for the iPad mini and the only question is which model and which color to buy, not how does the iPad mini compare to any of the tablets which competitors are selling at cost in order to persuade people to buy them.
    Oct 25 01:19 PM | Likes Like |Link to Comment
  • Chipotle's Feeling The Pain, Valuation Finally In Line [View article]
    Without a dividend, the valuation is NOT in line at the current price of well over $200.
    Oct 23 03:22 PM | Likes Like |Link to Comment
  • Chipotle (CMG +1.4%) sticks its neck out into positive territory after CFO Jack Hartung hits Mad Money to note the company will be "opportunistic" when it buy its stock back and highlights in detail that the so-called slump in same-store sales is mainly due to pricing increases that rolled off. (video w/Cramer) [View news story]
    He said they bought it back at some time in the distant past at $117 and that they were currently buying some back.

    It would be a good price at around $150, especially if they would pay even a token dividend. If they care about their shareholders, they will put their money where their mouth is and pay some kind of dividend.

    The thing the CEO said about their customers and the stock, though, was that he hoped some of the loyal Chipotle customers would start buying or buying more stock out of faith and loyalty to Chipotle or something to that effect.
    Oct 23 03:21 PM | Likes Like |Link to Comment
  • Chipotle Burns Investors Again But Valuation Looks Better Now [View article]
    a DIVIDEND with a yield of at least 1.5% AND a P/E of 20-25 would be attractive, all other things being equal. But the lawsuits plus unknowns regarding things such as the influence of future healthcare costs are depressing anchors, even if the stock price lowers to a more reasonable P/E and CMG were to bless its stockholders with a dividend.
    Oct 22 11:49 PM | Likes Like |Link to Comment
  • The iPad Mini, expected to be announced at an Oct. 23 event, will go on sale on Nov. 2, a "source close to Apple's supply chain" tells TechCrunch. Early calendar Q4 estimates for Mini sales are generally in the 5M-6M range, with a modest amount of regular iPad cannibalization expected. Top Apple (AAPL) fan John Gruber, who has some sources within Apple (but doesn't cite them here), predicts the Mini will be cheaper than the latest iPod Touch, which starts at $299. [View news story]
    So... the iPad Mini will also cannibalize the iPod Touch?
    Oct 19 12:23 PM | Likes Like |Link to Comment
  • Chipotle Mexican Grill - Poor Same Stores Sales Growth Outlook For 2013 Send Shares To Fresh Lows [View article]
    I closed out my short position already. No need to be greedy. Now is time to watch and see which way it is going to go for longer term...
    Oct 19 10:00 AM | Likes Like |Link to Comment
  • "We're going to patent it all," Steve Jobs declared in '06 after Apple (AAPL) paid $100M to settle an IP suit. The result would be a huge patent portfolio Apple is now wielding against rivals amidst complaints many patents cover obvious and/or existing software concepts. Apple's "unified search" patent was rejected in '04, with an examiner calling it "an obvious variation" on existing ideas. It would be rejected 8 more times before getting approved last year, and then successfully used against Samsung. [View news story]
    When WILL the Apple television be released?
    Oct 8 08:32 PM | Likes Like |Link to Comment
  • iPad Mini Success Will Sink Apple Margins; Look For 30% Downside [View article]
    Another Apple bear, another reason to stay long AAPL.
    Oct 4 04:39 PM | 1 Like Like |Link to Comment
  • Will Google Checkmate Apple With Motorola Move? [View article]
    My earlier comment on this article was deleted, even though I essentially said the same as this comment by "Molehead" and a few others who noted the misleading headline for the article. My comment was truthful, but perhaps the most direct addressing of that subject. I wonder if Seeking Alpha took it upon themselves to delete my comment, or if the author complained?
    Oct 4 12:38 PM | Likes Like |Link to Comment
  • Doug Kass doesn't pull any punches in making a bear case for Apple (AAPL +0.9%). The iPhone 5 "feels like a toy," Kass writes, while claiming Steve Jobs would have never "let it go out the door like that." With Jobs gone, Apple risks "losing that magical Walt Disney feeling," he adds. Kass, who shorted Apple in winter (that hasn't worked out well), also believes Apple is "losing mojo and mindshare" to Samsung, and predicts his fears might start to be realized after the December quarter. [View news story]
    If Kass is still short AAPL as of last December, then the phrase should be changed from "predicts his fears might start to be realized after the December quarter," to: "HOPES his short position might someday stop growing to a larger loss."
    Oct 3 01:53 PM | 1 Like Like |Link to Comment
  • JPMorgan Loss Could Be Next 'Shock' Event [View article]
    I notice that you are, according to your Seeking Alpha description, a hedge fund manager. Have you taken substantial positions - or any positions at all (since "substantial" could be taken relatively and therefore as a term without substance) - in your hedge fund against what you assume are the bad positions JPM still has?
    Sep 28 12:12 PM | Likes Like |Link to Comment
  • Android, Eat My Dust [View article]
    There are a lot of iPhone Verizon users including myself waiting until they qualify for upgrade to iPhone 5 on October 12th.

    I've already upgraded to iOS 6 and don't see what negative press is about. Maps work fine.
    Sep 26 09:30 AM | Likes Like |Link to Comment
  • Apple Insider Trading History: Interesting, In A Non-Obvious Way [View article]
    Maybe, just maybe the "hype" about Apple's phone and future isn't just hype.

    I'm waiting to get my iPhone 5 until I qualify for upgrade in a couple weeks. In the meantime, I upgraded to iOS 6 and have no problem with Apple maps and I like the way it works for the other features I use also.
    Sep 26 09:24 AM | 2 Likes Like |Link to Comment
  • Google Punkslaps Apple - Cook Makes Strategic Error [View article]
    As long as Rocco Pendola keeps his bias on the negative side toward Apple, I'm continuing to buy Apple on dips. I would definitely consider exiting Apple, if Pendola ever started gushing about it like the Apple "fanboys" he dislikes so much.
    Sep 25 11:18 AM | 1 Like Like |Link to Comment
  • Google's (GOOG) Eric Schmidt says his company hasn't made any move to provide a Google Maps app for the App Store, in spite of the backlash to Apple's (AAPL) iOS 6 Maps. Schmidt hints, but doesn't overtly state, that Apple hasn't signaled it will approve a Google Maps app. He also refuses to guarantee Google will remain the default search option for iOS - that arrangement has produced huge revenue-sharing payments for Apple, and cemented Google's mobile search dominance. [View news story]
    Waze works wonderfully.
    Sep 25 11:08 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
226 Comments
267 Likes