boxerconan's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/230491/comments http://seekingalpha.com/article/116420-apple-sec-investigation-rotten-to-core?source=feed#comment-366355 366355 SEC should be investigating those who have been talking to media as "unnamed source". I could pick up a phone and call Bloomberg and tell whatever because "I monitor AAPL closely".

]]> Mon, 26 Jan 2009 09:41:05 -0500 SEC should be investigating those who have been talking to media as "unnamed source". I could pick up a phone and call Bloomberg and tell whatever because "I monitor AAPL closely".

]]> http://seekingalpha.com/article/116309-winners-and-losers-in-today-s-market?source=feed#comment-365870 365870
Do you know about AAPL's cash position?
Have you seen AAPL's non-GAAP accounting which showed 40% yoy growth?




]]> Sun, 25 Jan 2009 16:24:19 -0500
Do you know about AAPL's cash position?
Have you seen AAPL's non-GAAP accounting which showed 40% yoy growth?




]]> http://seekingalpha.com/article/116248-tech-bellwethers-earnings-scorecard?source=feed#comment-364962 364962 Isn't it encouraging?
Plus AAPL showed over 40% of growth in non-GAAP base.
Looks like only negative results were emphasized.


]]> Sat, 24 Jan 2009 11:54:27 -0500 Isn't it encouraging?
Plus AAPL showed over 40% of growth in non-GAAP base.
Looks like only negative results were emphasized.


]]> http://seekingalpha.com/article/109205-a-remedy-for-short-selling-manipulation?source=feed#comment-321649 321649 Please send your opinion to Obama Transition Team...
I think they are working on SEC restructuring now.
They have to announce the replacement of Cox as soon as possible.



]]> Fri, 05 Dec 2008 10:30:12 -0500 Please send your opinion to Obama Transition Team...
I think they are working on SEC restructuring now.
They have to announce the replacement of Cox as soon as possible.



]]> http://seekingalpha.com/article/88230-replacing-p-e-in-valuing-apple-stock?source=feed#comment-219284 219284
we need more of such discussion. I wonder if AAPL can provide us with pro-forma income statements not applying "subscription accounting". I have seen a company with LIFO accounting providing income statements based on FIFO so that investors can see more normalized financial performance. Or companies with international exposure provides figures assuming there was no currency fluctuation.

Is it not allowed by SEC? They are not doing it because AAPL is not investor friendly? Plus creating such income statement model is quite simple for analysts. Only handful of analysts are looking at the growth in free cashflow.

I know it may be an waste of time, but I am going to request AAPL IR to look into it.

The problem is that only investors with accounting background, smart fund managers and analysts would look at AAPL's cashflow. Traders don't care....Quants will only look at AAPL's multiples. That is why AAPL's price is suffering.

I saw S&P's analyst downgraded AAPL recently....he was still talking about EPS. I could not believe it. I partially blame AAPL's investor unfriendliness though. ]]> Thu, 31 Jul 2008 10:44:07 -0400
we need more of such discussion. I wonder if AAPL can provide us with pro-forma income statements not applying "subscription accounting". I have seen a company with LIFO accounting providing income statements based on FIFO so that investors can see more normalized financial performance. Or companies with international exposure provides figures assuming there was no currency fluctuation.

Is it not allowed by SEC? They are not doing it because AAPL is not investor friendly? Plus creating such income statement model is quite simple for analysts. Only handful of analysts are looking at the growth in free cashflow.

I know it may be an waste of time, but I am going to request AAPL IR to look into it.

The problem is that only investors with accounting background, smart fund managers and analysts would look at AAPL's cashflow. Traders don't care....Quants will only look at AAPL's multiples. That is why AAPL's price is suffering.

I saw S&P's analyst downgraded AAPL recently....he was still talking about EPS. I could not believe it. I partially blame AAPL's investor unfriendliness though. ]]> http://seekingalpha.com/article/86166-apple-is-worth-more-than-steve-jobs?source=feed#comment-211454 211454 Tue, 22 Jul 2008 10:17:36 -0400