relayer75

Amazon, Apple Stock Going Vertical: This Never Ends Well

<<<please brewer , learn something about investing. please , read a book or something.
Do really believe the street, has not already factored in accounting changes? Do you? Really ? You think only you and a few of your buds figured it out?>>>

Maybe the Street analysts have it figured out, but believe me, the average Joe Shmoe looks at p/e ratios on sites like E*Trade and sees AAPL listed at a 32x trailing p/e. I see the "overvalued -- p/e over 30" argument about AAPL all the time in the mainstream financial media. Most of these writers don't have some hidden agenda, rather, they're just lazy and believe everything that they read, and plug numbers into their formulas mindlessly. AAPL's p/e factoring in the coming changes in accounting rules is actually more like 20. That's a massive difference from 32.

Amazon, Apple Stock Going Vertical: This Never Ends Well

Apple "going vertical"? Really? Let's see the chart. I only see AMZN's in your article. PCLN's chart has a vertical spike too. Apple's does not. WTF are you talking about? This is a sh*t headline to add Apple just to attract page views. AAPL stock has been in a steady and sustained rise since early 2009. In fact, it is presently no higher than it was when it announced quarterly earnings a month ago, and it is at the same price as its previous all-time high from almost 2 years ago (Dec. 2007), before the App Store, before 3G and 3GS iPhones, etc. How is that "going vertical" on the chart?

Why Warren Buffett Loves Wells Fargo

Good article. Another great value investor, Prem Watsa of Fairfax Financial Holdings (FFH) also has large positions in Wells Fargo and USB.

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

As for the "not enough talent out there to staff the stores", what about the silly little article that came out last week saying that it's easier to get into Harvard than it is to land a job at the new Upper West Side Apple store -- they had something like 10,000 applicants for 150 spots. That doesn't mean that they got 150 certifed Geniuses, but my guess is that they found some remarkable individuals in that job pool.

S&P 500's Top Returners in 2009

A stock's return since January 1, 2009 seems pretty arbitrary. A better question is, how far is the stock off its high of 2007? (most stocks have not remotely reached their late 2007 highs). Whole Foods, for example, was in the $50's in late 2007. Then it went straight down for over a year, bottoming around $7 right at 1/1/09. So, now it's at $28, up 238% since 1/1/09. Whoppdee frickin doo. It's still over 40% off its high. The only stocks on your list that are at or anywhere near their all-time highs right now are Western Digital (WDC), Apple (AAPL), Amazon (AMZN) and Cognizant (CTSH), with Amazon as the clear winner, having cleared $100 for the first time recently and now at $130. If today is an up day, AAPL will probably have its highest close ever (intraday high was $208.70, but closing high was $205.20). But you say these stocks are "overvalued", based on an un-defined (for the reader) proprietary "modified discounted cash flow" metric. Great, that and 4 bucks will get me a cup of coffee at Starbucks. Telling people to "be careful" of the stocks on this list, based on your undisclosed black box formula is about as useful as saying "past results are not indicative of future performance." Why don't you tell us what the S&P winners for the NEXT 10 months will be, now that might be useful!

Google: Setting Itself Up for Failure?

Eleven of Jason's last 30 articles mention Apple -- so what? He's been an Apple bull for quite some time, and he's been right. He COVERS Apple as an independent analyst, he says it's his favorite stock. Are you saying that analysts shouldn't write repeatedly about their favorite ideas? Any bull on Apple (which just went from $80 to $200 in 7 months, and which is a 10-bagger in the past 5 years) is a fanboy? As for Google, they are an advertising and software company. I believe Jason's thesis is correct. And who wants to buy a smartphone that is run on the system of the world's biggest advertiser/data miner? Not me, thank you very much. Until we start seeing the Droid taking serious market share, I still view Google as a one-hit wonder. That one hit is a doozy, but I've never seen how they have a moat to protect the franchise from the next big thing. I don't see that problem with Apple. I've never met anyone who went Mac/iPhone and then switched back.

Celgene: Buy on a Pullback

Cramer is the kiss of death. He said he likes CELG on Tuesday, when the closing price was $50 and change, but not to buy until $48. Now, with the stock at $52.60 two-plus days later, he'll probably slap himself on the back for calling CELG "correctly", when in fact anyone who listened to him didn't buy the stock. The same thing happened with AAPL two weeks ago. While in the high $180's, Cramer said "wait for earnings", then buy. This got all his mentally challenged followers into the stock above $200, instead of in at $188, where they would still be showing gains with the stock currently at $194, despite the market's first semi-correction since July. The man is toxic.

Apples to Apples: Will History Repeat Itself as Android Gains on the iPhone?

And exactly how am I supposed to move my thousands of hours of music and photos and videos from my iPhone to an Android phone? Apple is a sticky ecosystem; once you go Mac or iPhone, you never go back. Seamless integration and compatibility. I will never buy another non-Apple computer or phone, ever. It's the ecosystem, stupid, just as the previous poster said.

Premature Top Calls Continue After GDP Report

"Last time I read this guy" he said buy BAC at $3 because it's going to $20. Too bad I sold at $7, 'cause it went to $18. Very nice call. He's been dead-on right about AAPL as well.

Is Apple's Stock Headed for a Reversal?

Galleon's liquidating its position was like pissing in the ocean. More AAPL stock trades on a total dollar basis than any other stock in the US, even the QQQ's. See Barron's volume tables every week. AAPL and the Q's are always #1 and #2. Galleon's position represented something less than 1 hour's worth of trading in AAPL. And we don't even know for sure, because the published Galleon holdings were as of June 30, 2009. 4 months is about 17 lifetimes for most of these rapid fire gunslinging hedge funds, especially the crooked ones. So, maybe the liquidation had a small effect, but certainly not a material one.

Everybody Loves Apple

Wall Street doesn't give AAPL the respect it deserves because AAPL is not beholden to Wall Street. It has no debt, no bonds, very little investment banking business, etc. Not a fee generator for Wall Street. Nothing the bankster squid can thrust their blood funnels into, other than just buying/selling/recomme... the common stock. And just about all of Wall St has Blackberries, so they have no clue how good the iPhone is in comparison.

Verizon's Droid Is the Real Deal

"These aren't the droids you're looking for."

Seriously, "Droid" is a horrible name. Just awful branding, except maybe for the geeks that go to Star Wars conventions.

And will people really want a cellphone that is run by a Google operating system? Google is an advertising company. You want a smartphone conceived by a company that makes all of its money from advertising? Really???

Doubting RIM: Time to Do a Pair Trade With Apple?

"Just own both" is the correct play. RIMM is currently back on its heels, at less than half its all-time high, but is still the dominant player in enterprise wireless communications, and that isn't changing any time soon. AAPL is continuing its dominance in the high end computer / smartphone / gadget / music / what next / ecosystem. Both AAPL and RIMM will survive and prosper. RIMM is historically cheap right now, it's a buy. AAPL is at its all-time high, but deservedly so because it is the best performing mega-cap technology company in the world, taking market share and dominating every category it chooses to enter. Short AAPL at your peril.

Apple's Big Q4: New Sales Records for iPhones, Macs

It's not "accounting sleight of hand", it is a FASB rule change. And even without it, AAPL still crushed even the highest analyst's EPS estimates. OK, let's see what happens in the next 2 quarters. My guess: continued and increasing market dominance by AAPL.

Barron's' 'Miller Time' Completely Misses the Math - and the Mark

Anyone who loses 72% of his clients' money in 18 months should be run out of the business in abject shame. I don't care what his fund's mandate is, the guy is proof positive that somewhere, out there at the end of the bell curve there is someone who flipped a coin and hit heads 12 times in a row. Doesn't mean that the odds for the 13th flip aren't still 50/50. Barron's sucks, and so does Bill Miller.