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2MuchDebt

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  • Apple: Let's Not Get Ahead Of Ourselves [View article]
    Bill: very well said. I think people need to understand that the growth rates of Tesla, LinkedIn, etc. are and can be much higher than Apple's growth rate given the size of the companies.
    Jun 11 11:13 AM | Likes Like |Link to Comment
  • Apple: Short-Term Caution Is Justified [View article]
    @Gary J: Isn't that what most pro-Apple SA members do? I see comments frequently about how Apple will hit $800 or $1,000 / share by a certain date (normally in the near future).
    Mar 25 09:41 AM | Likes Like |Link to Comment
  • Apple Is Not Worth $460 [View article]
    @Ryche: You're missing the point, but this conversation will go on forever if we continue... EPS growth rate declined substantially and for the most recent quarter turned negative. This should be of some concern to investors... Obviously they're not going bankrupt per your sarcastic comment, but it is a concern. P/E doesn't look as good if negative EPS growth ensues; still relatively low, but not as strong. I figured some of you readers would understand this. FYI, I'm not an Apple bear and I enjoy / like the company's products.
    Feb 20 01:11 PM | 2 Likes Like |Link to Comment
  • Apple Is Not Worth $460 [View article]
    @red: One definition of "contraction" means shrinking. How is Apple's EPS not shrinking when you compare Q1 of this year to Q1 of last year? Diluted EPS of $13.81/share for quarter ended 12/29/12 and diluted EPS of $13.87/share for the quarter ended 12/31/11. That's considered negative growth.

    About visibility: I meant Apple investors have little visibility into the future. How do you have any idea what's going to drive Apple's earnings in 5 years, let alone 3 years?

    Clearly you disagree with me and that's fine.
    Feb 20 12:53 PM | 1 Like Like |Link to Comment
  • Apple Is Not Worth $460 [View article]
    @red: You're right. There are no other great investments out there. In fact everyone should just put 100% of their portfolio in Apple because it's "guaranteed" to make money. In the meantime, you've been losing money on Apple and others have been making money either in an index fund, many other stock picks, preferreds, even currencies. The problem is Apple is a tech company with lots of competition and very little visibility into the future. You can do all the arithmetic you want but Apple is still going down... Don't be mad because you're losing money and you don't understand it.
    Feb 20 09:53 AM | 3 Likes Like |Link to Comment
  • Apple Is Not Worth $460 [View article]
    EPS contraction in the most recent quarter compared to prior year comparable quarter. Say what you like but the market thinks that Apple's growth days are over. That's not too far fetched. If zero or negative growth ensues Apple's "extremely" low P/E ratio looks more reasonable. Competition and supply chain constraints are two serious issues here. Nothing I say will change your mind though bgold. Good luck with your investments.
    Feb 20 09:41 AM | 3 Likes Like |Link to Comment
  • Apple Is Not Worth $460 [View article]
    It doesn't matter what you think Apple is worth; it only matters at what price Apple trades. You can kick and scream all you want, but Apple is $457/share and the technicals are still negative. Growth will likely slow significantly and margins will likely contract from here unless Apple releases another new, high margin product no one else will offer. A great company isn't necessarily a great investment. Too many people have fallen in love with Apple stock. There are plenty of other great investments out there.
    Feb 20 08:27 AM | 13 Likes Like |Link to Comment
  • Will Apple Get Its Mojo Back? [View article]
    @JUDOKA: I'm not sure what you're getting at, but I'm referring to the concept that a fundamental analysis of Apple yields an undervalued stock. However, this has been the case for quite some time. Maybe "manipulation" was the incorrect word choice, but the point is that Apple is not being recognized by the market for the market leader it is and the significant cash flow generation Apple achieves. I exited out of Apple because it appears that fundamental analysis achieves little in determining expected return in AAPL.
    Feb 6 03:41 PM | Likes Like |Link to Comment
  • Will Apple Get Its Mojo Back? [View article]
    I was long Apple and have never shorted Apple... I am no longer long Apple (no positions in the stock). It seems like too much manipulation going on in the stock for me to handle. As for your other comment, I had never previously used a Galaxy S3 before. Upon reviewing the phone selections with my brother I was impressed with the S3. I'm not taking aware from the iPhone because it is very reliable and has good batter life in my experience, but I feel as though the S3 offers a better user experience (and I was surprised that I liked the bigger screen).
    Feb 6 01:49 PM | Likes Like |Link to Comment
  • Will Apple Get Its Mojo Back? [View article]
    Interesting article and perspective. Thanks!

    I'm in the camp that thinks the iPhone 5 is inferior to the Galaxy S3 and will likely be switching to a Samsung phone upon upgrade (currently an iPhone user). My brother recently upgraded to an S3 and it is incredible! More features, bigger/more colorful screen, and I like the customization factor.
    Feb 6 01:14 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 And Microsoft: A Holiday Retail Study [View article]
    Innovation spurs long-term profitable growth in the technology sector. Clearly Microsoft has lost its innovative touch. It's just copying other products/business models from here on out. Good luck.
    Dec 21 08:40 AM | 1 Like Like |Link to Comment
  • Apple And Microsoft: A Holiday Retail Study [View article]
    The technology sector changes so quickly, your statement of Microsoft being larger than Apple in 5 years is nothing but a hope and a guess. However, if recent history is of any relevance, that certainly will not be the case.

    Put it this way, I don't know of any of my friends, co-workers or acquaintances clamoring for a Microsoft product. Do you?
    Dec 21 08:35 AM | 2 Likes Like |Link to Comment
  • Apple And Microsoft: A Holiday Retail Study [View article]
    @dannydyn: you beat me to the punch! I couldn't agree with you more, especially on the store design and store concept. Apple is so successful that Microsoft has to "fall in line" and copy Apple just to try to stay competitive.
    Dec 21 08:32 AM | 3 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
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