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  • Apple Bonds: How Much For The World's No. 1 Brand? [View article]
    Apple is the most financially secure entity on the planet. It should be the only corporation with a AAA rating. I prefer its stock because it pays a dividend and it llkely rise 20-100% in the next 1-10 years. But if capital preservation is all you want it cannot be beaten.
    Mar 5, 2015. 06:45 PM | 1 Like Like |Link to Comment
  • Report: Apple music service to undercut Spotify, new Apple TV planned [View news story]
    Buy more dont sell. The Apple Watch and all the aps it will sell will make more profit per year than all of facebook. And it is one of the smallest parts of Apple. And within a year Apple watch and Apple Pay will make as much as Google makes all year.

    Apple bears are notorious liars since they cannot base their argument on reality.
    Mar 5, 2015. 06:38 PM | 5 Likes Like |Link to Comment
  • Report: Apple music service to undercut Spotify, new Apple TV planned [View news story]
    AAPL is a zero risk stock at this price if you are willing to wait one month. Do not worry, weak hands. And all this talk about the trillion dollar stock, it's real and deserved. Apple is aleady worth a billion dollars if valued like the average S+P stock, which it isn't for some weird reason.

    Also this Apple TV upgrade is much bigger than people think. It is not just some upgrade to the box, it will be a move to disrupt the entire industry and leave Netflix and Amazon bloodied and bruised and their stocks way down.
    This will not happen until the content deals are closed, but once they are, this should add $30 a share to AAPL and Netfdlix and Amazon will plummet.

    The other big deal coming is if and when they replace Google on IOS. If they do, GOOG stock willl lose 25% overnight as AAPl will have grabbed about 5% of Google entire revenues away from it. Stay tuned.
    Mar 5, 2015. 06:37 PM | 7 Likes Like |Link to Comment
  • Report: Apple music service to undercut Spotify, new Apple TV planned [View news story]
    Nonsense, there is no hype about Apple. Its high valuation of based on profits already in the bank. it gets no premium at all like any other stock for its future growth. it is a pay as you go stock price. The recent 20 point move simply catching up with already existing reality, that is the largest corporate profit in history plus 37% earnings growth and low cheap puny 13 PE ex cash.

    AAPL is one of the cheapest major company stocks in America. If it were given the PE of say a Boeing it would already be at 180 per share. Ditto Google. If it were even given the PE of inferior MSFt it would be at 140.

    So this nonsense about the stock movement being temporary or hype is ridiculous. I am 100% confident AAPl will get to 170 within year and therefore am watching this latest little ridiculous ell-off in order to add more. I plan to retire on AAPl stock and if I can add 1000-2000 more shares to my hoard, it is the smartest thing in the world to do.

    There is no other stock you can have full confidence in because at a 13 PE, AAPL has no real downside. Especially since Apple itself is the biggest buyer of stock and they do so on any oversold condition. My plan is to buy before the big buyers move in. Last time there was a stupid 10% I made $35,000 plus got 1000 extra shares by swing trading it for a 14point gain while retaining all my original shares. So long as there are brain-dead stupid anti-investors (Apple bears) scaring weak hands into selling before big run-ups, I am going to take full advantage. I fully edpect AAPl to be at 139 by the end of April.

    And yes the Apple Watch DOES move the needle. and not a penny of it has been priced in yet. ditto ApplePay which will be HUGE within 12-18 months and get bigger and bigger. Any fool who is betting that Apple will fail will soon be parted from his money. if you believe me, just ask Michael Blair with his 85% loss.
    Mar 5, 2015. 06:33 PM | 8 Likes Like |Link to Comment
  • Samsung's Smartphone Dilemma [View article]
    Galaxies will likely be marked down in price by 25% in a month or two if you wait.
    Mar 5, 2015. 09:07 AM | Likes Like |Link to Comment
  • Samsung's Smartphone Dilemma [View article]
    Apple's IOS and its speed and security are far superior to anything Samsung can do because Samsung really doesn't know software, and worse, are caught between fragmented Android and half-baked Tizen. Over the past year or two Samsung has damaged its brand name and reputation so much that budget minded and premium customers both will go with other brands or Apple, and Samsung has carved itself out a deadly spot in the middle where phone brands go to die. Others there are Lenovo, Motorola, Nokia, Blackberry and Sony, but Sony may be dropping out. and Nokia may be slashing prices to no-profit levels just so Microsoft can try to grow market share of windows phones from 2% to 5%.

    Only one real winner in this space and that is Apple. With about 90% of the profits.
    Mar 5, 2015. 09:06 AM | 3 Likes Like |Link to Comment
  • How Wide Is Apple's iOS Revenue Moat? [View article]
    Apple owns the best developers, thousands of them always working for Apple and IOS, which is why Apple in effect gets free R+D spending here, as they almost all work on spec.

    Apple also does not have to advertise much, another huge savings.

    Apple also has more and more Apple Stores and sells a ton online, cutting out the middlemen. Most Android devices are sold at low-medium end stores or phone company stores and they get a big cut.

    Apple has the best business plan in world history. They have it all. And any industry they want to dominate they can, so long as it can be integrated into IOS

    GOOG is a badly overvalued stock, and Netflix, Tesla and Facebook are too. AAPl is growly undervalued, and could cut any of those companies off at the knees. In fact with the exception of FB I believe Apple will soon do that to the other three. Soonest for Google. And if Apple ever wants a social media site, FB gets hit too.

    Another massive growth area for Apple which they have barely touched is Advertising. Google and Facebook exist entire on advertising and it is within Apple's power to take away a big chunk of that, soon if they want to.

    I would include MSFT in this list but IMHO their goose is aleady cooked.

    Notice too, Wall St doesn't yet seem to see any of these almost inevitable developments.
    Mar 4, 2015. 05:21 PM | 3 Likes Like |Link to Comment
  • How Wide Is Apple's iOS Revenue Moat? [View article]
    PS: All those market share stats are looking backward and already outdated.
    and they also include cheap Android feature phones which are relatively useless for internet, and whose owners are generally low income and do not buy anything on line.

    If you re-did the stats to look at growth in the past yer and profit share you would see humungous Apple gains and dominance in profit in Europe.

    Latin America and other next markets are huge growth areas for Apple but they just started last year. Before that it was all Android and Blackberry. Apple now has 200%+ growth in Latin America. Within a few years therefore you will see Apple with a 85% share of the premium market and about 35% of the overall market. Keep in mind that Latin Americans are generally fairly poor, so Apple's peak may be about 40%
    Mar 4, 2015. 05:13 PM | 1 Like Like |Link to Comment
  • How Wide Is Apple's iOS Revenue Moat? [View article]
    Apple is fast catching up to Android in Europe and will soon surpass them on every metric. Apple got a slow start in Europe for some reason, instead starting with Japan, then moving onto China as #1 priorities. Now Apple growth in Europe is around 30%. And as Samsung falls from grace that means Google will too. Wall St has not yet priced in the huge damage the Motorola-Samsung-Lenovo disasters have been for Google. Within a year you will see the true damage, and how it is Apple's dominance which caused it.

    So do not worry about Europe for Apple. Just give them a year or two and they dominate the continent as they do already in Asia.
    Mar 4, 2015. 05:04 PM | 3 Likes Like |Link to Comment
  • HBO said to work with Apple as launch partner for standalone offering [View news story]
    Discovery Network would be easy for Apple to pull in. The big ones are HBO, Disney and the big sports nets like NFL, World Cup and NBA, etc. And who besides Apple has enough cash to entice them all in, and make everyone more money at the same time? No one. This is a value multiplier for everyone.
    Mar 4, 2015. 05:00 PM | 2 Likes Like |Link to Comment
  • HBO said to work with Apple as launch partner for standalone offering [View news story]
    This could be the beginning of the big Apple Tv upgrade which willk disrupt the industry and send stocks like Netflix tumbling, I worked 35 years uin Hollywood and my best old friend who used to run a studio in Hollywood and is known to be the smartest guy in Hollywood, told me that HBO is the tougest for apple to pull in, after that they are all easier and will fall in line or be left out. I am tallking about a mammoth content deal to make "House of Cards" and Netflix look small.

    Apple has four huge things going for it:
    1) More than anyone to sweeten any deal and out negotiate anyone
    2) Jimmy Iovine now working as Apple's man in Hollywood, a master dealmaker
    3) Hollywood loves Steve Jobs and Apple but can't stand Netflix
    4) Apple now has the fastest best video/gaming ships in the indusry for super fast clear viewing
    5) Oops, the big one, Apple brings 750,000,000 mostly affluent global custoimers to the table without needing to market massively to create a new brand

    My friend told that is it Amazon which is pressuring Apple to go ll the way with video now as they will not let Amazon cut ahead of them in this race.

    If all this pans out it is one of the great catalysts to buy AAPl stock. Along with the story yesterday about Apple replxcing Google Search oni IOS or charging them more. And of course Wall St sold the stock today on the news. TMhey ae alseep at the wheel again on AAPL, take advantage and buy.
    Mar 4, 2015. 04:57 PM | 8 Likes Like |Link to Comment
  • Samsung Galaxy S6: The Battle Of The 6's [View article]
    The new Galaxies are just as dead on arrival as the last ones. As nomura warned Samsung publicly last year QUIT BEING ARROGANT AND THINKING YOU CAN COMPETE WITH APPLE, YOU CANT.

    How many more billions does Samsung need to lose before it realizes Apple is on a stratosphere way above it thanks to IOS.

    Samsung's real competition is from below, so unless they slash Galaxy prices by 35% and make the best reasonably priced cheap and middle-quality phones they are going to get demolished from all sides.

    But no, Samsung has to put out yet another overpriced Galaxy line, for the same price as an iPhone,which means no one will buy them no matter how flashy the hardware is. Even in South Korea Apple is now taking almost all the premium customers.

    Anything, nothing to worry about AAPL longs. and as for GOOG longs, I'd take the money and run. AAPL is going to clobber GOOG again and again, and Samsung may be finished in the cel phone business if it doesn't start dealing with painful reality.
    Mar 4, 2015. 10:09 AM | 1 Like Like |Link to Comment
  • Google's Efforts In Wireless Will Have Limited Financial Upside [View article]
    Yes Google's ad revenues are on decline or at least flatlined. They may never grow again. The problem is Apple. Apple may either kick them off IOS, replace them as the default search engine or charge them more to be the default. Plus Apple is stealing all the premium customers who actually spend money online. Android is left with the "slum" real estate, the low-income or inactive users or children. But even children these days want and demand Apple.

    Android is very fragmented and Google itself seems awfully fragmented. All these acquisitions and new projects of theirs are either slavish "me too" copies of what Apple is doing or weird offbeat projects unlikely to ever make any money. A billion to Spacex is a prime example. A billion dollars wasted after they wasted 9 billion on Motorola. Colonies on Mars? Come on Google, get real.And self driving cars? Not insurable.

    Also I see analysts lying saying Google has a 15 PE. Do, it has a 28 PE which is way too rich. The stock is very overvalued yet some analysts are pumping and probably dumping, as are insiders who are selling.

    I see GOOG as the #4 most overvalued major stock after Facebook, Netflix an Tesla. All great companies with nowhere near the earnings power to ever reach their lofty PE ratios. Especially if Apple moves into their wheelhouse area, as might soon happen with all of them
    Mar 4, 2015. 09:19 AM | 1 Like Like |Link to Comment
  • Apple Watch Edition: Price - Simple Logic [View article]
    The Apple Watch patent design shows a watch head sliding into a band. So the watch and the bands can be replaced, or multiple band styles can be used. The original Apple Watch will be a collector's item someday. Though whether it lasts as long as a traditional watch is unlikely.

    As for price, I think Apple deliberately announced making too few of them for demand to begin 5-6 million. Those should sell out fast then the excess demand creates upward pricing pressure so Apple can retain high margins. I would estimate they will sell 30 million the first year. If so, it is a nice addition to Apple's bottom line.

    But wait, this watch is not just one unit for sale, it is an aps sales machine. Most buyers will need specialized aps and they will be buying them. Back in January we learned Apple had sold 1billion worth of Aps on New Years Day alone. That aps sales explosion is not yet priced into the stock and Apple Watch should amplify this. So it is quite possible the Apple Watch is worth $5 extra to the already low undervalued stock price.

    Also expect more blow-out numbers in April plus rich gifts for shareholders from buybacks and/or dividends hikes. That should get us to $139 as I predicted months ago. $149 and $159 later this year as Apple continues crushing competition and building outs its reach.

    The other big catalysts this year should be a major push for Apple TV (will they go after Netflix?) and a replacement of Google Search on IOS (or a price hike to Google and replacement later) . These would both be more rich additions to the already juicy rich Apple pie.
    Mar 4, 2015. 09:07 AM | 1 Like Like |Link to Comment
  • Apple Loss To The Smartflash Patent Troll Has Implications For Others, Including [View article]
    Very fishy plaintiff and jurisdiction, Tyler Texas where plaintiff with no employees or company has office right across from courthouse. SMall tightly knit rural community. Judges in Texas are notoriously corrupt and involving in profiteering. Likely jury pool poisoning. Sounds like no defendant has a chance in Tyler unless the case is taken out of that jurisdiction. Local residents probably dream of riches from tech companies spreading throughout community, and judge likely in bed with the plaintiff for a piece of the action. Apple will refuse to pay this I'm sure until they can get it moved somewhere else, then try again. Only then if the case has any merit Apple insurance company will negotiate a settlement.

    Sinced we see the trill going after every big tech company he's obviously not fore real unless he thinks he invented the internet.
    Mar 3, 2015. 08:30 AM | 5 Likes Like |Link to Comment