Seeking Alpha


Send Message
View Piptief's Comments BY TICKER:
  • Will Competition In China Upset The Apple Cart? [View article]
    The most clueless author on SA by a mile. Complete bonkers.
    Aug 25, 2015. 07:41 AM | 2 Likes Like |Link to Comment
  • Apple: Best Tasting Bear Ever? [View article]
    Completely agree with you Stone Fox on this one. I think the opportunity has gone now though. If you could have gotten in below $95 to $100 then it was a steal. At the current $107, it is still a steal but you may have to wait a lot longer to net some gains.

    This market will gap down again before the Fed meeting, after which it will surge as the Fed removes all doubt it will hike this year
    Aug 24, 2015. 01:07 PM | 4 Likes Like |Link to Comment
  • Apple Fell Below The 200-Day Moving Average, So What? [View article]
    Spot on Alex! Excellent analysis to debunk some of the crazy wall street theories out there, especially on a very fundamentally sound stock!

    Keep up the good work!
    Aug 17, 2015. 02:26 PM | 3 Likes Like |Link to Comment
  • The Chinese Consumer And Apple: A Match Made In The Temple Of Heaven [View article]
    Good analysis. When u add to that the fact that Apple has a customer satisfaction rating of 97% (based on the last set of data I saw if memory serves me correctly) for the iPhone, then it is easy to see why your argument for Apple in China makes a lot of sense.
    Aug 14, 2015. 05:56 PM | 14 Likes Like |Link to Comment
  • Apple Drops, Becomes More Attractive As It Aims For Total Victory Over Android And Windows [View article]
    Brilliant article DoctoRx
    Aug 14, 2015. 03:31 PM | 1 Like Like |Link to Comment
  • India Is The Next Growth Opportunity For Apple [View article]
    The drop in the stock price doesn't mean China is a challenge. It means investors THINK China will be a challenge. We need earnings to come out and the conference call to see if anything has changed for Apple, which I doubt it has in any significant way, but one can never be too sure
    Aug 12, 2015. 03:30 PM | 1 Like Like |Link to Comment
  • Why Apple's Growth-Related Fears Are Overblown [View article]
    The real question for investors is whether these moves by the Chinese will affect iPhone sales and or margins. So far the mark seems to believe that it will have a massive impact given how much market cap has been shaved off the stock.

    My view is Apple will show why it has a 95%+ user satisfaction ration: the iPhone is an inelastic good or very close to it: Apple is likely to smash another quarterly record next earnings, albeit FX headwinds will shave a few basis points off the EPS.

    I am buying more Apple shares via Jan 2017 calls with a 100 strike as the company's valuation excluding cash is close to single digits at the 113 price it traded at early this morning. It's ROE is still best in class of 30%+, so there is nothing to fear with Apple really in my view.

    I sincerely hope it trades down to 105 so that I can get some 90 strike calls for Jan 2017...that would make my day

    Happy investing
    Aug 12, 2015. 03:14 PM | 1 Like Like |Link to Comment
  • Apple: Reversing My Call, Stock Is A Buy Once Again [View article]
    This article is more for traders than investors. Investors don't try to time the market. Flipping back and forth within such a short space of time is completely useless over the long term and will eventually only lead to unnecessary transaction costs and taxes.
    Aug 10, 2015. 10:27 PM | 1 Like Like |Link to Comment
  • Apple: There Won't Be An iPhone 6s Bump [View article]
    What is the author talking about? What growth rate is low? Man this must the day of dumb articles!
    Aug 3, 2015. 08:52 PM | 7 Likes Like |Link to Comment
  • Is Apple More Vulnerable Than Microsoft To Trends In Mobile? Probably [View article]
    Michael Blair is STILL alive! We were all wondering when he would resurface after shorting Apple from around $80...and many more times after that. Another piece of crap article as usual...full of half truths.
    Aug 2, 2015. 10:10 PM | 2 Likes Like |Link to Comment
  • Apple: Fundamental Story Taking A Turn? [View article]
    Another piece of utterly useless article. How does "analyst projections" matter to Apple? The company gave us guidance last quarter, which by the way was raised by the company, and they beat the raised guidance. Now the company has given us another guidance that they will beat again for the zillion the time. With an incredible ROE and growth of 30%+, I guarantee u that these analysts don't have a clue about Apple, yet again. After all, they have a price target on Twitter of 50 and prices amazon's 1% margin business in the stratosphere.
    Jul 25, 2015. 03:58 PM | 1 Like Like |Link to Comment
  • Taylor Swift > Apple [View article]
    Lots of comments on here but none addressing whether this will affect Apple's share price positively or negatively. Since this is an investment forum (or that is what I think it is) let's calm down a bit. So Taylor Swift correctly called out Apple, and Apple correctly obliged her.

    So we can assume that Taylor Swift will now join up on the Apple bandwagon, which should be positive for Apple's streaming service, and negative for other's such as Spotify. In fact, all artists now know where they need to go to benefit from streaming music: Apple. So that's a plus for the firm. How much will this cost Apple? Well, it can't be a heck of a lot compared to Apple's quarterly annual revenues.

    How much will this benefit Apple's streaming service? Well, it's streaming service will certainly be positively impacted by this event, but again, in the grand scheme of things, it won't move the needle either, but it should make the entire Apple ecosystem more sticky.

    In the end both Apple and the Music industry can spin this as a victory.

    I am long Apple 2016 Calls with strike of 90, and 110. Am also long Apple shares with average price of 75.

    Happy investing
    Jun 22, 2015. 03:59 PM | Likes Like |Link to Comment
  • How Apple Will Reduce Its Interest Expense By More Than 50% [View article]
    So basically the author is saying he agrees with the strategy of what some of the smartest people in the world (who run Apple) are already doing?

    I can't have any problem with that, but I think we all knew that already: the management of Apple knows what they are doing. Just buy the shares and watch your money grow.

    Long Apple
    Jun 17, 2015. 12:30 PM | 4 Likes Like |Link to Comment
  • Apple: Is The WWDC The Catalyst To Break The Stock Above $133? [View article]
    Trying to time the stock is a fool's game. There are other issues outside of WWDC that will affect Apple's share price such as what's happening with Greece and the market's concern over the Fed's first rate hike.

    Long term investor's like myself need not worry about market timing. We sit on our LEAPS or actual stock and let the magnetic pull of Apple's earnings carry us forward. No one can or should try to time a stock's price on such short timeframes, but I do admire the author's bravery after being flatly wrong on his last "timed prediction".

    Happy investing to all
    Jun 8, 2015. 12:16 PM | Likes Like |Link to Comment
  • Apple Needs To Showcase Gaming At WWDC 2015 [View article]
    I have one question for the author: have you ever attended a WWDC event?

    I suspect you haven't, otherwise you wouldn't have written this article, which is baseless really.


    Jun 8, 2015. 12:12 PM | 2 Likes Like |Link to Comment
More on AAPL by Piptief