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Amazon, Apple, Google: Buying on the Way Down

I've been doing the same thing, averaging down. True, it's better for those of us with a bit more time on our side, but it's a better strategy than trying to time the market perfectly with one enormous buy at the bottom.

And remember, if you wait too long, you can miss the opportunity. You can never know if it's THE bottom until after an extended rally. And the way things have been, I would not be surprised in the least if "the" rally we're all waiting for takes everyone by surprise and climbs at a record setting pace. If that happens, you can easily miss the boat on the bargains.

Will Apple's Q1 2009 Revenue Estimates Be a Blowout?

My thoughts exactly. I also heard somewhere that many funds are required to hold a certain percent in stocks by the time monthly statements go out to investors. Anyone know anything about this? If it's true, then it would explain why things calmed down and AAPL (and the rest of the market) climbed higher at the end of the month of October. Hedge funds were converting their cash back into shares. I'm willing to bet we'll see the same mid-month swings in November, with a sudden calming around the end of the month. I also agree it will coincide with fraudulent analyst reports. Repeat each month for the rest of the quarter, I suppose, or until banks start lending cash again.

On Nov 10 03:55 PM buffeted wrote:

> I agree that Apple will do MUCH BETTER than expected for this Q,
> but what is going on now, and will continue until after thanksgiving
> before it gets any better, is HEDGEFUND LIQUIDATON! THE FAVORITE
> place to play for hedgefunds for the last 2 years has been AAPL and
> now its time to sell or die. Probably, this is the best time to sell
> a covered call on aapl for a Nov. expiraton that I can remember.
> Any strength in Aapl will result in huge valume selling. Also, dont
> be surprised to read some more bearish B.S. by anlysts on the payrolls
> of banks running the funds in the next week 4 to 8 weeks.

Apple's Future in the Mobile Phone Market

Very good points, regarding an iPhone nano. It's significant because it would make apple even more powerful and profitable. Apple needs to get as many toes wet as possible. The phones serve as a low cost entry point for apple's other products. Phones lead to iTunes sales, and appletv could be a next step (when it's ready) since it would easily sync with iTunes. And satisfaction with a phone by apple can easily lead to willingness to purchase a MacBook or iMac. An iPhone nano would accelerate apple's growth exponentially.

Who Will Win the Home Entertainment Battle?

I agree that AppleTV sucks. Apple is, however, still poised to be the dominant brand for home/personal entertainment and communication. It's simply a matter of increased download speed and storage capacity.

No one can match the simple lifestyle integration Apple is already starting to offer. Within 5 years or so, I predict Apple will provide a seamlessly synchronized personal network for consumers. Everyone will have three simple and powerful devices: an iphone (or whatever it evolves into), a macbook (or future equivalent...think macbook air, but several times more powerful than the current macbook pro), and an Apple home server that is constantly backed up in "the cloud" (Time Machine meets MobileMe). Here's the key: they will be beautiful, well-built, and idiot-proof...somethin... MicroSoft, Sony, and others seem unable to pull off nearly as well.

Is It Time for Apple to Buy Back Some Shares?

Someone please explain how a buyback would benefit Apple. Yes, it would technically increase EPS (as if Apple's current EPS is poor?), but it would cost Apple this pile of cash that makes investors feel secure that Apple is invincible. How does sacrificing this cash cushion in exchange for (technically) increasing EPS help Apple in any way? It makes no sense. Toni sounds like a moron. Why does anyone even pay attention to these frauds?

It definitely seems like a ploy to get a price spike before dumping shares...

Share Buybacks Make Apple Sweeter

Yeah, I agree with these comments. It's amazing how myopic analysts and Wall Street folks can be. Can anyone tell me why Apple would want to raise it's EPS 4% with a buyback rather than invest that money in ways that will increase it's efficiency, quality, and growth? It's been hiding earnings with these GAAP numbers for a while...maybe it doesn't want or need to raise it's EPS.