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JH001

JH001
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  • Was a company you own at Davos? Then sell. [View news story]
    Arrrgggghhh -- ... company you're an owner of .... NOT ...... company your an owner of ..... Plus, birds of similar feathers are attending Davos so generally the businesses are in challenging segments. It isn't the attendance of Davos acting as a drag on the business nor can you make any assumptions about future performance based on attending or not attending.
    Jan 24 09:55 AM | 1 Like Like |Link to Comment
  • Apple: The Bottom Has Yet To Be Reached [View article]
    Good job writing an article that will stir controversy and will get you a bunch of readers at 1 cent per reader (I hate that even poorly written controversial articles can make a lot of money for the reader if they post it on seeking alpha). You should have left off the proposition that AAPL will go down in May. Everyone will remember in 21 days that you got that one wrong, they won't remember next year that most of your analysis in this article was created to conform to past events and didn't pan out 12 months from now.
    May 10 04:36 PM | 8 Likes Like |Link to Comment
  • Will Apple Miss Its Estimates - And Every One After That? [View article]
    I'm glad you mentioned Toyota. Take a look at it's stock from late 2011 and early 2012. It dropped from $84 down to $64 in late November 2011 then made a rocky climb back to $84 in late February 2012. Looks very similar to AAPL's recent drop. I suspect AAPL's climb back will be very similar.
    Dec 7 01:24 PM | Likes Like |Link to Comment
  • Will Apple Miss Its Estimates - And Every One After That? [View article]
    Stephen, Stephen, Stephen. You lost credibility with your first two sentences:

    "What would you think if Boeing (http://bit.ly/pHZaJm) couldn't produce any planes because one of its suppliers was severely delayed? Toyota (http://bit.ly/sVKgLS) told you they wouldn't be able to sell you a Camry or Corolla because of the tsunami?"

    http://bit.ly/WOfu5S

    That is exactly what happened to Toyota in 2011 in the manufacturing of their Tundras. See the link above.
    Dec 7 12:50 PM | 3 Likes Like |Link to Comment
  • Some Asian Apple (AAPL -1.8%) news: 1) The iPad Mini has launched to sparse crowds in China. The regular iPad controlled 71% of the Chinese tablet market in Q3, according to Analysys. 2) China Unicom (CHU) took over 200K iPhone 5 pre-orders in its first 2 days of availability. Unicom is fully subsidizing the phone to those who make a $947 deposit. 3) NTT DoCoMo (DCM) is facing more pressure to strike an iPhone deal (previous): the top Japanese carrier lost 40.8K subs in November to rivals SoftBank and KDDI. Apple's Japanese sales rose 113% Y/Y in FQ4. [View news story]
    Sparse crowds because individuals had to reserve the iPad Mini in advance and then they would be notified when their unit was in. This was to avoid riots that they have seen before with AAPL product launches.
    Dec 7 12:33 PM | 1 Like Like |Link to Comment
  • Short-Term Option Volume In Apple: Cause For Concern? [View article]
    alboy5 - I don't know who APPL is but I believe that AAPL's floor will only continue to rise (e.g. $505, $522, $545, $595) in the next 45 days.
    Dec 6 09:38 AM | 2 Likes Like |Link to Comment
  • Apple Physics: What Goes Down Must Go Up [View article]
    Wow, this is one of the few times I have seen intelligent commentary on an AAPL article in SA. BTW, I'd rather be closer to the sun than near an AAPL bear today.
    Nov 19 01:46 PM | 2 Likes Like |Link to Comment
  • The Bear Case For Apple Assumes Stupid [View article]
    I don't believe the author was trying to determine -- or even imply -- Mr Dediu's position with AAPL. At least I didn't read it that way. It also seems he referenced that article as the figures indicate that AAPL is a niche player and those figures are being used by people to imply a bear case. All that aside, in my 30 years in IT I have never seen as much market disruption we have seen in the last 3 years. The Samsung's, Google's and AAPL's will be able to captilize to their shareholder's desire on the losses from MSFT, Intel and others.
    Nov 19 01:34 PM | Likes Like |Link to Comment
  • Apple: Take The Money And Run (Part 2) [View article]
    What? You are quoting a single analyst as your evidence of others feeling the same way you are? Here are the recommendation trends from Thomson/First Call:

    Current Month
    -Strong Buy 23
    -Buy 26
    -Hold 4
    -Underperform 1
    -Sell 1

    Last Month
    -Strong Buy 22
    -Buy 26
    -Hold 5
    -Underperform 1
    -Sell 1

    Why don't you mention the 49 analysts with Strong Buy or Buy rankings on the stock for the current month? Do you write for Fox News too (the experts at taking a single data point and mis-representing it while providing no perspective on the bigger picture)?
    Oct 14 11:16 AM | 9 Likes Like |Link to Comment
  • 'Weak' Apple iPhone 5 Sales And Maps: Eat Cake [View article]
    again, not so fast. My son and my neighbor are both going to get the iphone 4 on the latest price drop. I went with the 5 and absolutely love it.
    Oct 11 11:28 AM | 1 Like Like |Link to Comment
  • 'Weak' Apple iPhone 5 Sales And Maps: Eat Cake [View article]
    I don't understand what you are asking akoshi. Yes, google maps is availble via a safari link. I used it extensively this weekend. Unfortunately, it would hang sometimes when I would push it into the background and then bring it back up after 30 miles or so.
    Oct 11 11:25 AM | 1 Like Like |Link to Comment
  • Apple's Cash Position Is Overstated By $70 Billion [View article]
    Excellent point Abu, "marvellous job of shifting risk to the supplier." I think that point alone makes AAPL a $800 stock right now. Later, like you state, there could be future declines that would cause some pain-points but for now that strategy is a huge plus for the company and works as a multiplier for their profits. We'll see that fact in 15 days when they release last quarter's numbers.
    Oct 10 12:51 PM | 4 Likes Like |Link to Comment
  • Apple's (AAPL -0.3%) recent selloff has been enough to make Jim Cramer turn bullish. "We think this is a buying opportunity for the long term — a 10% discount for a company trading at 10x [EPS], excluding cash," says the animated Mad Money host. He touts Apple's product line and $120/share in cash, as well as early iPhone 5 demand. (Nomura) (Sterne Agee[View news story]
    LOL
    Oct 9 06:44 PM | Likes Like |Link to Comment
  • Are bells ringing? Apple (AAPL) is initiated a Neutral at Nomura. "We see little scope for upside." [View news story]
    That's funny. They "initiate" coverage at Neutral. Where have they been? All their investors relying on them for recommendations missed the last 52 weeks of gains. If Nomura is ranking AAPL as Neutral, based on Nomura's history, that would make me think it was Buy and maybe a Strong Buy. I'm not alone, look here: http://bit.ly/QcqzvP
    Oct 9 09:06 AM | Likes Like |Link to Comment
  • Apple's Flawed iPhone 5 Design And Its Effect On Stock Performance [View article]
    I don't get a PH on my iphone5 at all and I took hundreds of pictures during our family reunion over the weekend. I must be one lucky SOB with no scratches and no PH when everyone else's iphone5 has both problems, at least according to you knuckleheads. Maybe I can sell mine for $1m as it is the only iphone 5 in existence to not have either issue.
    Oct 9 08:46 AM | 1 Like Like |Link to Comment
COMMENTS STATS
32 Comments
71 Likes