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2MuchDebt

2MuchDebt
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  • J.C. Penney Liquidity Concerns Are Overblown; Q4 Likely To Squeeze Shorts [View article]
    Thank you for the article. I appreciated the liquidity analysis.
    Dec 11 01:45 PM | Likes Like |Link to Comment
  • Look Out Below: Apple's Unit Profits Are Falling [View article]
    Thanks Stephen. I disagree with you on the price target for a number of reasons, but I appreciate the article. Interesting to see trends on unit profitability. Happy investing.
    Dec 11 01:35 PM | 3 Likes Like |Link to Comment
  • Look Out Below: Apple's Unit Profits Are Falling [View article]
    "Back in March, I called for a $700 share price. Apple hit that price in September. It's time to set a new Apple price target of $480."

    Is $480/share your 1-year price target? And this is based solely on the assumptions of supply/demand constraints and diminishing unit profits?

    If you're so confident Apple will decline to $480 why not short the stock? That's a quick and easy 12% gain from its current trading price. Your user profile states "I put my money where my mouth is". I find it rather comical how so many "investment professionals" are quick to disseminate investment ideas, but don't back up the investment thesis with personal/professional funds. It's one thing to write a negative article, but it's entirely different to invest according to your recommendations. Generally speaking, if a person is not going to invest according to his/her analysis, the analysis is baseless.

    Just one observers opinion.
    Dec 11 01:13 PM | 14 Likes Like |Link to Comment
  • Topeka's Brian White says the Apple-dependent Taiwanese suppliers in his "Apple Monitor" collectively saw a 15% M/M sales increase in November. That's well above the 4% averaged over the last 7 years, something White attributes to the strength of Apple's (AAPL -0.6%) fall product refresh. The Apple uber-bull reiterates a Buy and $1,111 PT. (previous[View news story]
    I don't know if it's going to be a blowout, but it will certainly be another strong quarter for Apple. Technicals and fear factor are driving the recent decline. Should be a good investment over the next year at these levels as the drivel is washed away.
    Dec 10 05:28 PM | 4 Likes Like |Link to Comment
  • Apple's Improbable Math [View article]
    Apple's product appeal is not contingent upon movements in the stock price. If anything it would be the other way around. However, stock price movements are determined by profits and cash flow and have no bearing on the "coolness" of a product. Last time I checked Apple has experienced and will likely continue to experience significant revenue and profitability growth.

    Apple makes reliable, easy to use and innovative products. Apple has such strong demand that it can barely produce enough iPhone 5s and iPad minis to satisfy consumers worldwide. It has created an interconnected product ecosystem that yields greater results for consumers who own multiple Apple devices, which has helped increase its brand loyalty. Apple has a strong following from its current customers/users and strong interest from a lot of non-users.

    For someone who is the Executive Vice President and Director of Research for America First Investment Advisors, LLC I would think your analysis would be of much higher quality.
    Dec 6 10:11 PM | 3 Likes Like |Link to Comment
  • Apple (AAPL -3.6%) has sold off in early trading, apparently on news clearing firms are raising their margin requirements for positions due to fears of being too heavily concentrated in the $526B company. One firm, COR Clearing, raised its margin requirement to 60% from 30%. [View news story]
    Innovation matters, but profits and cash flow matter more. Apple continues to generate strong results for both.
    Dec 5 12:26 PM | 2 Likes Like |Link to Comment
  • Offering bigger displays than the iPhone has helped Android gain smartphone share ... can it help tablet OEMs trying to challenge the iPad's high-end dominance? While a Microsoft insider claims a 14.6" "Surface Book" is being considered, SamMobile passes on a rumor that Samsung (SSNLF.PK) is working on a 13.3" tablet with a built-in keyboard dock. Barring hardware advances, devices of such size will get uncomfortable to hold after a while. Separately, reports are floating around that the Galaxy S IV will feature a 5" 1080p OLED display and 13MP camera. [View news story]
    Personally I'm not a fan of the larger phone trend. I think the iPhone5 is a great size and there's no need to go bigger. What is the appeal of having a larger phone? Please don't say watching movies...
    Dec 5 08:13 AM | 1 Like Like |Link to Comment
  • Apple (AAPL) announces the iPhone 5 will go on sale in China on Dec. 14, and the iPad Mini and 4th-gen regular iPad on Dec. 7. That gives Apple a little over 2 and 3 weeks, respectively, to rack up (authorized) Chinese sales of the devices in FQ1. The iPhone 5 launch was widely expected, given regulatory approval and China Telecom's (CHA)  pre-orders. Separately, Apple has begun selling the iPhone 5 unlocked in the U.S. at prices ranging from $649-$849. (PR[View news story]
    That may be racchole, but people love the iPhone and Apple products and Apple is selling them like crazy. As a shareholder, I don't care what people do with the phone as long as it's selling well and profit margins are fairly stable as volume will make up for any small declines in profit margin.
    Nov 30 12:42 PM | 1 Like Like |Link to Comment
  • More on the fiscal cliff talks: The President's opening bid - delivered this afternoon by Tim Geithner - calls for a $1.6T tax increase, a $50B economic-stimulus program, and delivering to the WH the power to raise the federal debt limit without congressional approval. It's a "step backward," says Mitch McConnell. It sounds more like what it's described as: An opening bid. [View news story]
    Well stated Wyatt and Tack's post gave me a chuckle
    Nov 30 12:31 PM | Likes Like |Link to Comment
  • More on the fiscal cliff talks: The President's opening bid - delivered this afternoon by Tim Geithner - calls for a $1.6T tax increase, a $50B economic-stimulus program, and delivering to the WH the power to raise the federal debt limit without congressional approval. It's a "step backward," says Mitch McConnell. It sounds more like what it's described as: An opening bid. [View news story]
    "...and the spending cuts are..." ====> more spending
    Nov 29 05:49 PM | 2 Likes Like |Link to Comment
  • Is Windows 8 making a bad situation worse for the (non-Apple) PC industry? NPD believes U.S. retail sales of Windows gear is down 21% Y/Y since Oct. 26, the day Win. 8 launched. Notebooks -24% and desktops -9%. Also, thanks to inventory-clearing and perhaps also a cautious enterprise response, Win. 8 has only made up 58% of Windows device sales since launch time, compared with 83% for Windows 7 in its first 4 weeks. 6% of Win. 8 notebook sales involved touchscreens, and ASPs rose to $477 from $433 in the year-ago period. (40M licenses[View news story]
    I agree. I have transitioned to Apple hardware and software. It's easy and reliable, unlike Microsoft.
    Nov 29 10:41 AM | 1 Like Like |Link to Comment
  • Apple (AAPL) reverses a sizable early decline and goes flat premarket as Gene Munster says his team's checks show iPhone 5 supplies are improving, and it may be just 2-3 weeks before the phone is "consistently available to consumers." [View news story]
    It's about time we see support for this stock. Even if growth and earnings slow, this stock is still attractive at these levels.
    Nov 9 08:43 AM | 1 Like Like |Link to Comment
  • More on Jobless Claims: Today's print and releases over the next few weeks are likely to be skewed by the Hurricane. At first, says UBS' Maury Harris, the numbers will be lower as claimants are unable to file. Later, the Hurricane "will undoubtedly cause" an increase. [View news story]
    @ bbro: The headline clearly states "Today's print and releases over the next few weeks are likely to be skewed by the Hurricane. At first, says UBS' Maury Harris, the numbers will be lower as claimants are unable to file. Later, the Hurricane "will undoubtedly cause" an increase." I don't admire your attempt at being a smart alec. The weekly jobless claims are still in the high 300k's no matter how you skew it.
    Nov 8 09:11 AM | 1 Like Like |Link to Comment
  • More on Nonfarm Payrolls: The +171K October print is accompanied by big revisions higher to September (+34K to 148K) and August (+50K to 192K). Average workweek didn't budge, remaining at 34.4 hours for the 4th straight month. Average hourly earnings down $0.01 to $23.58, +1.6% Y/Y. Thus far in 2012, employment growth has averaged 157K/month, up a hair from 153K in 2011. [View news story]
    bbro: so there's no recession? (btw this is sarcasm). You include this phrase in almost every post. Who are you trying to convince? You're certainly not a genius for making such a post...
    Nov 2 09:01 AM | Likes Like |Link to Comment
  • Initial Jobless Claims: -9K to 363K vs. 369K consensus, 369K prior. Continuing claims +4K to 3.26M. [View news story]
    It's scarier when you consider how so many people are already without jobs and companies have gone to extreme lengths to create lean work forces through significant job cuts over the past few years. You would think this number would be much lower in a healthy economy given the economic landscape. Plus the number is actually closer to 400,000, but I would see your point if the aforementioned weren't true.
    Nov 1 11:50 AM | 1 Like Like |Link to Comment
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