See through it

Synovus: A Beat-Up Bank to Bet On

Lots of RECENT insider buys at prices above current levels. There's only one reason insiders buy...

A Worm in the Apple?

The basis of your article is that Steve Jobs is being recognized as the best CEO, so it's time to sell APPL? You back this theory up with a chart that is strong to the upside. Apple is trading at 20 times their trailing CASH earnings and grew those earning over 50% last year in a recession. They also have over $30 billion in cash and no debt. Apple has ~3% of the worldwide cell phone market and ~7% of the WW PC market. Such a low market penetration enables many years of future growth. What other companies have as bright a future at such a LOW valuation? Don't business fundamentals and valuation matter? Shouldn't you do more work before giving advice?

Apple to Open 50 More Stores - Let's Be Careful, Steve

Everyone's entitled to their opinion. It's too bad they let idiots publish them.

Is Apple's Stock Headed for a Reversal?

A recent hedge fund closed in the last week that was implicated in insider trading had a very large APPL position that was dumped into the market creating a one time event that lowered the stock price and increased trading volume. Therefore, considering the unbelievably STRONG FUNDAMENTALS (Cash earnings grew by more than 50% YOY in the last 4 quarters) and LOW VALUATION (less than 20X trailing earnings and over $30 per share in cash), it appears that APPL has plenty to run. Oh, and I forgot to mention the upside that remains in the addressable market for Apple's products... Apple has approximately 3% of the worldwide cell phone market and 6% of the PC market. Oh, and then there's future products, like the tablet, etc. I guess I'm just another fan boy without any facts or logic :)

Apple: Plenty of Upside Left

Apple's CASH earnings grew approximately 60% YOY for the last four quarters. The current GAAP growth rates come at less than 15%. The new GAAP accounting will bring the higher numbers to light and will justify a much higher stock price as the media continues to quote the misleading current GAAP numbers. Apple enters China next week and S. Korea sometime in the near future. Apple only has 3% of the addressable worldwide cell phone market and therefore has huge upside growth potential. The stock price can still go parabolic from the current level. Enjoy the ride.

Why Apple Is Worth $80

If this is entertainment, I hope you have a real job. As for analysis, your work is so shoddy that it doesn't deserve a specific rebuttal. The only reason Apples's stock dropped to $78 per share this year was because the market as a whole imploded. It was not because of any of the reasons you noted. Apples cash earnings grew 35- 60% YOY through the recession. Apple has earned about $10 per share in CASH earnings for the last four quarters (trailing P/E 20, forward PE 15 or less). Apple has no debt and over 30 BILLION in cash. Apple has 3% of the worldwide cellphone market and ~6% of the worldwide computer market. There is incredible upside because the addressable market is so large. Apple's stock will hit $400 before it hits $80. And it will hit $80... when it splits 6 for 1.

Apple May Find Itself at Risk in Legacy Core Business

If you value your time by an Apple product. If not...

Running the Numbers: The Roller Coaster That Is Apple

Your analysis is so wrong that it's astounding. The FASB just changed the accounting rules that apply to Apple so that their earnings will no longer be dramatically understated. This is well known. Using the old GAAP numbers for comparison is grossly wrong and smacks of incompetence. BTW, APPL is underpriced (based on growth rates and earnings) compared to these stocks (and all tech stocks in general) when you use data the accounts for their real earnings.

Should You Invest in Banking Stocks?

I agree with Jason. Unbelievably shallow reporting. No credibility. Buyer/ Seller beware...

Volume Indicates Fast Money Exits Research In Motion

U R missing something... If the price goes up on high volume than buyers are entering, conversely if the price goes down on high volume buyers are exiting. In other words, if more people "want out" the sellers have to lower the price to attract buyers. Of course the number of buyers and sellers will be equal at the going price.

Smartphones: Is Image Really Everything?

Software defines the profit margins in the smartphone market. Apple's Iphone has the best interface (software) and the most applications (software) accompanied by the best hardware (phone). The hardware can be commoditized, but not software. It is for this reason that the Iphone commands the highest margins in the smartphone market and has been and will continue to be immune to commodity pricing. The iphones pricing power has INCREASED as the number of applications for it has grown. Simply, the iphone has the most value to its users because more programs are written for it. This is the same way the PC operating system market played out for Microsoft. Soon, APPL will have a higher market cap then MSFT. Apparently, what goes around comes around...

'Get Overweight' on RIM This Fall, Scotia Says

Apple's real growth, +60% YOY (reported as cash sales, not GAAP) is faster than RIMMS. This accounting issue is well known. Therefore, how can Scotia have credibility, and do you really want to follow his advice considering his lack of knowledge? In any event, RIMM will do just fine due to booming smart phone sales, but AAPL will run laps around them when it comes to ROI.

Regions Financial: Sitting on a $22.8 Billion Sink Hole?

If the economy is improving and the loans are performing, than the issue raised in the article is mostly irrelevant. It isn't entirely irrelevant because the economy could get worse. These banks are also trading at a significant discount to the normal valuation matrix because of this issue. The market is currently anticipating an improving economy which is consistent with most the recent economic reports. Therefore, it's logical that these stocks trend higher. The market is acting rationally. Disclosure: I have no positions in any regional bank.

Does Verizon Really Need the iPhone?

The Iphone is a network killer because it provides the best internet experience. Seventy five percent of all of the mobile internet traffic is from the iphone which has only a 2% market share. Ultimately, the network that doesn't have the iphone will be the network that dies. The trend is your friend as long as your swimming with the tide.

The Banks' Great Public Relations Hype

You placed your bet. I placed mine. I bet you lose. IMO... You have the shallowest understanding of what's at play.