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judman

judman
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  • Apple Inc.: When Should You Take Profits? [View article]
    Glad to be BUYING more from the dividend reinvestment in mid-August... and in mid-November... and in mid-February! I did sell two August 16th expiration 90 strike calls last week for a 122% gain.
    Aug 6 12:53 AM | 1 Like Like |Link to Comment
  • Intuit chairman leaving Apple's board; BlackRock co-founder joining [View news story]
    I attended the February 28th Board of Directors Meeting in Cupertino. This news regarding the Board is yet another example of Apple's management on the move in positive directions for the company and the shareholders. I agree with bjnflicks' assessment.
    Jul 17 07:54 PM | 1 Like Like |Link to Comment
  • Apple's Next Big Thing: The Upcoming Earnings Report [View article]
    The fact that there are more than 22,000 January 19, 2013 Apple 500 Strike call option contracts outstanding as of October 5, 2012 speaks volumes as to how the larger players think about Apple's chances of beating the average analyst estimates for the quarter ending December 31, 2012.

    Of course the buy premium paid on those contracts will determine profit or loss for the holders. But folks that bought them at the close last Friday have "created" Apple at $657.50. (They paid $157.50... or $15,750 to own the rights to 100 shares of Apple and have 106 days to see if Apple closes above the "created" price.)

    I liked the article and found the information to be helpful.

    In addition to gross margins being important in the January report, net cash flows from operations is a key metric, too.
    Oct 8 02:12 AM | Likes Like |Link to Comment
  • Sell Apple And Run Away? [View article]
    Shaun, thank you for presenting Counterpoint to the other guy's Point. I have had a great year owning both Apple common stock in my IRA and Apple Deep-In-The-Money Call Options in my already taxed portfolio (which contracts I sell when I'm up over 30%... then get back in on dips).

    I think the low PEG ratio and medium term fundamentals warrant continued participation in Apple. So I buy your Counterpoint arguments and appreciate them even more considering you're not an Apple "fanboy."
    Sep 9 04:06 AM | 1 Like Like |Link to Comment
  • Apple: Pricing Policy, Pricing Power, And Profit [View article]
    Very helpful article. Reading the comments (including your responses to them) was educational, also.
    Sep 4 04:00 AM | 1 Like Like |Link to Comment
  • Harvest Your Apples, Winter Is Coming [View article]
    harryjack... only buy Krispy Kreme when the light is on... get 'em hot! LOL

    Apple tastes better... light on or light off! I'm with you.
    Aug 29 03:28 AM | Likes Like |Link to Comment
  • Apple Would Still Be Cheap At $1,000 A Share [View article]
    Thank you for the analysis. PEG ratios under 1.0 are attractive. Apple has such a ratio. Just one more reason to own AAPL.

    The upcoming product upgrades, the expansion in emerging markets, and the $10.60 annual dividend per share speak well for Apple, also. Not many stocks with that current resume'. I'm in.
    Aug 29 02:32 AM | Likes Like |Link to Comment
  • Apple: If There Was One Stock That I Would Buy And Hold, This Is It -- 1st Anniversary [View article]
    bjnflicks, I have come to the same conclusion about Apple and owning more than diversification rules say to own. I came to that conclusion by examining my portfolio results for the last three years, and, voila, guess which stock beat the others in my portfolio by a country mile?

    It's that "fruit company" that Forrest Gump owned, too. :-)

    So now I own Apple common stock in my IRA and own Apple call options in my "after tax" brokerage account.

    I don't own 100% Apple, but it's a high percentage of the overall holdings.

    Thanks for your contrarian thoughts on how much AAPL one should own.

    And, to the author of the article, thank you for offering more reasons to stay in the Apple game!
    Aug 15 05:59 PM | Likes Like |Link to Comment
  • Apple Price Target: $950 Per Share [View article]
    Harryjack, thanks for the clarification. During the time frame you mention Cramer still held Apple in his charitable trust portfolio. But I guess that's the difference between trades and investments.
    Aug 14 05:47 PM | Likes Like |Link to Comment
  • Apple Price Target: $950 Per Share [View article]
    Harryjack, Cramer bought Apple for his Action Alerts PLUS charitable trust portfolio at a cost much LOWER than $420, so he didn't "turn his back on it until then" as you posted. In fact, I've been buying it since Cramer recommended it below $200. Were it not for Cramer, I would have missed a lot of $$$$$ actual gains in Apple common stock and Deep-In-The-Money Call Options since June of 2009. So there.

    To the author of the article, thank you for the comprehensive analysis that supports your projections. As a holder of both AAPL calls and common stock, I appreciate the work you've done. My after-tax portfolio and IRA will be glad to book the actual gains in the next 12 months, hopefully in line with your forecast.
    Aug 13 06:28 PM | 1 Like Like |Link to Comment
  • Why To Buy Apple's Post-Earnings Drop [View article]
    Internal Source, I did exactly that Wednesday morning... in my after-tax account I bought some October 20 "stock replacement" calls in the $575-$580 level. Nice way to complement the common shares I have in my IRA with a longer term view... that get the dividend income in August. Sweet.
    Jul 26 03:23 AM | Likes Like |Link to Comment
  • Apple: Why Drag Your Feet Any Longer? [View article]
    The numbers are compelling... especially the 0.59 PEG ratio. I'm long in my IRA with the common stock... and buy "stock replacement" long calls in my after-tax account (currently holding October 20 calls). Will buy more calls on Wednesday if the quarterly results and guidance aren't perfect. The information in your article makes sense to me!
    Jul 23 05:29 PM | 1 Like Like |Link to Comment
  • Cramer's Lightning Round - Apple Will Be A Fantastic Stock For 2013 (7/13/12) [View article]
    Jim Cramer has NEVER said that the fees subscribers pay to follow Action Alerts PLUS (his charitable trust) go to charity. (Get real.)

    The annual net gains of the trades in the trust portfolio, after administrative expenses, go to charity. Pure and simple. The advantage of paying the fee to Cramer is a retail investor gets to see the positions held by the trust and the trades that take place on a daily basis.

    I was a subscriber for the past three years... just recently decided not to renew... and learned a lot from paying Cramer $399 a year for my subscription to Action Alerts PLUS. I NEVER had any thought that my fee was going to charity. $399 a year is a lot less than paying a broker 1% of your net assets to manage your money.

    Is Jim Cramer a clown? Yeah, if you just watch the show. But if you take the time to read his books, you'll find investment advice that is anything but clownish. "Real Money" and "Getting Back To Even" are excellent books on investing. Read 'em and profit from the techniques and wisdom contained therein.

    For three years, I profited from paying Cramer the fee. He has winners and he has losers... just like any other "expert." Those who expect him to be perfect have very unrealistic expectations. But he can help a serious investor (not a day trader, but a person with a longer term view) find some winners. His advice to invest in Apple has been fantastic. His advice on owning good companies with reliable, high dividend payments is superb. Like most everyone else, he was wrong on the Facebook IPO. So what?

    Finally, his idea of "buy and homework" is smart. But I imagine the majority of those who have criticized him in these posts don't follow that advice.
    Jul 16 03:42 AM | 2 Likes Like |Link to Comment
  • Will Apple Stock Remain Stagnant? [View article]
    I don't want to own the QQQ. The four letters that have made me money since 2009 have been AAPL. Why would I want to dilute my potential earning power by going from "best of breed" to a combo of best/medium/worst of breed?
    Jun 21 12:44 AM | 6 Likes Like |Link to Comment
  • Time To Rethink Your Apple Investment? [View article]
    The comments were much more interesting and helpful than the article itself. Thanks to all my fellow commentators.
    Jun 13 05:04 AM | Likes Like |Link to Comment
COMMENTS STATS
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19 Likes