Seeking Alpha

rnsmth

rnsmth
Send Message
View rnsmth's Comments BY TICKER:
AAPL, ABT, AGNC, AMRE, APU, ARCP, AVB, BAX, BMO, BOH, BX, CAT, CBRL, CLX, CM, COP, CPL, CSCO, CTL, CVS, CVX, D, DD, DLR, DRI, DUK, ED, FTR, GE, GG, GIS, GOOD, GOV, HAS, HCP, HE, IBM, INTC, JNJ, KMB, KMI, KMP, KO, KRFT, LAG, LLY, MCD, MKTX, MO, MSFT, NLY, NTIOF, O, OHI, PAYX, PEP, PG, REG, RY, SDRL, SDY, SE, SEP, SNH, SO, SPY, STAG, T, TGT, TUP, UN, UTX, VIG, VOD, VZ, WAG, WEC, WFC, WFM, WM, WMT, WU
  • Apple: A Reversal Of Fortune Seems Inevitable [View article]
    <<Dependent primarily on replacement demand. >>

    You apparently choose to ignore the data on iPhone and iPad buyers who are new to the platform. These data are presented in most of Apple's earnings conference calls, and I do not believe you are not aware of them, but to pen an article such as yours, I imagine there is a lot you must chose to ignore.
    Aug 9 08:30 AM | 4 Likes Like |Link to Comment
  • Apple: Is It Time To Take Profits? [View article]
    No, it is not time
    Jun 1 09:38 PM | 1 Like Like |Link to Comment
  • With All That Cash, Who Will Apple Buy Next? [View article]
    Apple will spend more acquiring itself than on any other acquisition. It is well withing their core competences to know that their shares are undervalued
    Apr 24 01:48 PM | 8 Likes Like |Link to Comment
  • Apple: A Dividend Grower? [View article]
    It does allow for dividend growth without increasing the dollar amount paid out. As I heard and later read the comments of both Tim and Luca, the incoming CFO, in the earnings call I sensed an appreciation for and commitment to Apple income investors.
    Apr 24 11:27 AM | 4 Likes Like |Link to Comment
  • Apple: A Dividend Grower? [View article]
    That is true but i think it is appropriate for a company that is undervalued. By my figuring, they now have about 54 billion in buy back authorization remaining. I am willing to hold Apple as one of 35 positions in my dividend growth portfolio.

    It is also the case that the 8% increase is more than 4 times the increase in the CPI.
    Apr 24 11:20 AM | 4 Likes Like |Link to Comment
  • Apple's Loser Strategy [View article]
    A look at growth rates for the iPhone in emerging markets will reveal the error in the author's predictions.
    Apr 24 09:45 AM | Likes Like |Link to Comment
  • Apple: A Dividend Grower? [View article]
    The buy back was increased by 30 billion dollars with no extension in the time frame, namely the end of calendar 2015.

    This year's dividend increase was funded by the reduction in share count. In other words, will spend about the same on dividends over the next 12 months as it did in the previous year.
    Apr 24 09:16 AM | 6 Likes Like |Link to Comment
  • Apple: A Dividend Grower? [View article]
    In the earnings call both Tim and Luca committed to future, annual dividend increases.
    Apr 24 08:14 AM | 3 Likes Like |Link to Comment
  • Apple: The Case Against A Dividend Increase [View article]
    Dividends matter. I want a good dividend increase and moderate buy backs going forward
    Apr 18 07:38 AM | 16 Likes Like |Link to Comment
  • Apple's Dividend At $20 In 5 Years? Not Gonna Happen [View article]
    There are reasons to own Apple, particularly for value investors. The potential for dividend growth is but one of them.

    There are also reasons to avoid owning Apple. Both this article and Tim's barely scratch the surface.

    I suggest looking up and reading Posts at Eventide for a more comprehensive look at Apple's fundamentals, if you are interested in that
    Mar 31 08:28 AM | 1 Like Like |Link to Comment
  • Apple Earnings Preview: What A Difference A Year Makes [View article]
    The number as of late December was 892 million per a SEC filing. The number used for earnings will be a bit higher, I think, because it should be an average of the share count during the quarter.
    Jan 25 09:52 AM | Likes Like |Link to Comment
  • Apple Earnings Preview: What A Difference A Year Makes [View article]
    It will be confusing to a lot of people.

    It is best to go by the company's fiscal year and quarter because that is how everyone else does it, including the financial press.
    Jan 23 09:49 PM | 1 Like Like |Link to Comment
  • Apple Earnings Preview: What A Difference A Year Makes [View article]
    Apple reported its Q4 earnings in October.

    It will report its Q1 earnings on January 27
    Jan 23 09:28 PM | 1 Like Like |Link to Comment
  • Apple Earnings Preview: What A Difference A Year Makes [View article]
    Do you mean Q1, that ended in late December?
    Jan 23 08:59 PM | Likes Like |Link to Comment
  • Apple Earnings Preview: What A Difference A Year Makes [View article]
    It is Apple's FY 2014 Q1.

    Get the very most of basics correct, please.

    It is not Q4, that was the quarter ending in September. The quarter that ended in December is Q1.
    Jan 23 07:39 PM | Likes Like |Link to Comment
More on AAPL by rnsmth
COMMENTS STATS
1,913 Comments
3,147 Likes