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2MuchDebt

2MuchDebt
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  • Apple (AAPL) is working on a cheaper iPhone that could launch later this year, the WSJ reports. One source says the device could resemble the regular iPhone, but "with a different, less-expensive body." The cheapest iPhone currently sold (the 8GB iPhone 4) goes for $450 unlocked, putting it out of the reach of many emerging markets buyers, as well as some prepaid buyers in developed markets. The fact low-end Android phones sell for much less (sometimes less than $150 unlocked) has done wonders for Android's international share. [View news story]
    @css1971: And what makes you think HTC's performance is a direct correlation to Apple's profitability? You constantly harp about the passing of Steve Jobs as the demise of Apple. Apple has attracted the best talent in the industry. While Jobs was an important figurehead at Apple I say with strong conviction, and respect, that Apple will do just fine without him due to new product releases, product refresh cycles and strong brand and customer loyalty driven by Apple's reliable, easy to use products and ecosystem. Apple's future remains bright, even if it doesn't grow profitability as fast as it did in the past (which in the short term looks to be the case). Sorry buddy, but you're going to have to do better than that to scare people away from this stock and make good on your puts.
    Jan 8 09:31 PM | Likes Like |Link to Comment
  • The Sole Apple-Beater: Samsung Electronics [View article]
    Bingo
    Jan 4 02:11 PM | Likes Like |Link to Comment
  • The Sole Apple-Beater: Samsung Electronics [View article]
    This bickering will continue on endlessly. Those who don't believe in Apple as a good investment will come up with a few explanations (potentially plausible) and those who do believe that Apple is a good investment will provide stats and best guess of expectations (also plausible). Some people like Samsung devices, some like Apple devices. Generally speaking they are both good devices. I happen to prefer Apple devices over Samsung or other Android devices.
    Jan 4 02:01 PM | Likes Like |Link to Comment
  • The Sole Apple-Beater: Samsung Electronics [View article]
    Great post and I agree with you.
    Jan 4 12:38 PM | Likes Like |Link to Comment
  • Microsoft (MSFT) has reportedly beat out Apple and Google to acquire R2 Studios, a home automation/media-sharing startup launched by Sling Media founder Blake Kirkorian. Kirkorian's recent resignation from Amazon's board had heightened M&A speculation. R2 has released a costly Android app for managing home automation systems and has been awarded patents for controlling electronic devices, but has been quiet about its broader plans. Look for Microsoft to bundle R2's tech with the Xbox, Windows 8/RT, and Windows Phone. (previous[View news story]
    I wonder what the purchase price was... If Microsoft beat out Apple and Google on offer price, my guess is a significant premium was paid.
    Jan 3 10:46 AM | Likes Like |Link to Comment
  • There are now over 35K apps in the Windows 8 Store, per tracking site MetroStore Scanner. That figure represents an increase of 15.6K in the last 35 days, and suggests many developers (though not Google) are coming around due to the size of the global Windows (MSFT) base. But early demand remains light: Fujitsu just said it could miss its FY13 PC shipment forecast (set in October) due to "weak" Win. 8 demand. [View news story]
    haha, that's great
    Dec 28 01:35 PM | Likes Like |Link to Comment
  • Apple And Microsoft: A Holiday Retail Study [View article]
    You're partially right. Investing is about profits and growth rate of profits. Last time I checked Apple's profits and profit growth rates are substantially larger than Microsoft's... Holiday sales tend to be the biggest top line and bottom line contributor for tech products so holiday sales/profits are important for investing. Don't be fooled.

    Apple's R&D expense is 1/3 of Microsoft's and look at Apple's profitability and sales compared to Microsoft. Sorry, but not much of a comparison! Apple is much more efficient with each R&D dollar spent.
    Dec 21 04:58 PM | Likes Like |Link to Comment
  • Apple (AAPL -0.4%) is down just slightly in spite of Citi's downgrade: iPhone order cuts and soft regular iPad sales seem priced in with multiples soundly in value territory, and many analysts are making it clear they're still fans. Canaccord's Milke Walkley is the latest to slash estimates (though reiterating a Buy), citing "softer sales expectations in international markets, primarily in Europe." Included in the Citi downgrade is U.S./U.K. survey data noting a growing consumer preference for bigger displays: 47% of iPhone owners said their preferred screen size is 4.1"-4.5". [View news story]
    I wonder if Matthew Lynn and Charles Golvin still have a job. Nice post rperson.
    Dec 17 12:58 PM | Likes Like |Link to Comment
  • Apple (AAPL) is taking it on the chin again this morning as chatter about weak iPhone 5 demand in China, and UBS taking its price target on the stock down to $700 from $780 has the shares off 2.2% premarket. [View news story]
    So you're short Apple I take it?
    Dec 14 09:10 AM | Likes Like |Link to Comment
  • 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
  • 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 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]
    And once the U.S. economy heads south again (eventually it will happen), monetary and fiscal policy will be all out of dry powder.
    Nov 1 10:54 AM | Likes Like |Link to Comment
  • Apple (AAPL +0.6%) estimates were lowered today in response to Tim Cook's iPad comments and worries about iPhone 5 supply issues. But with shares now at 11x FY12E EPS (exc. cash), these concerns might be baked in ahead of tomorrow's report. The iPad Mini's pricing is yielding plenty of debate. Nomura: "A 65% price premium ($129) is significant and ... allows for Amazon and Google to continue to build out their positions." Baird: "Though priced above [rivals], the device is thinner, lighter, boasts a bigger screen and better cameras, and ... much wider app selection." [View news story]
    Apple's TTM P/E valuation hasn't changed much over at least the last year (currently at 14.4). With the amount of coverage Apple receives, why would you think Apple's stock is "on sale"? I don't think such a large valuation differential would exist that long and yet so many small investors tout Apple as a screaming buy on a daily basis. What do you think is an appropriate TTM or forward P/E valuation?
    Oct 25 12:33 PM | Likes Like |Link to Comment
  • On the hour: Dow -1.1%. 10-yr +0.33%. Euro -0.35% vs. dollar. Crude -1.2% to $91.42. Gold -1.43% to $1719.75. [View news story]
    Quick: buy Apple...
    Oct 19 12:05 PM | Likes Like |Link to Comment
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