Seeking Alpha

Piptief

Piptief
Send Message
View Piptief's Comments BY TICKER:
  • Apple's iPad Problem Is Lenovo's Wintel Tablet [View article]
    Any anLysis that ignores the apple ecosystem just isn't worth much. Apple's iPad problem is not from competitors, it is from apple itself, the cheaper MacBooks.
    Aug 22 02:30 PM | 1 Like Like |Link to Comment
  • With Apple Over $100, Time To Sell? [View article]
    Channelling Michael Blair who claims he is short the stock at substantially lower entry price levels. Anyone seen or heard from MB?

    Anyhow, good article and you make some good points. My view is the stock will tear past the record high simply because years of product development will be launched and increase net profits, hence making the return on investment a compelling story for investors. It's as simple as that for me.
    Aug 20 11:23 AM | 3 Likes Like |Link to Comment
  • With Apple Over $100, Time To Sell? [View article]
    Real investors don't give a whit about record high or no record high. What we care about is the company's long term strategy and it's huge cash moat that can be used to create or buy new innovation. I haven't stopped buying since 400 after an initial position at 570 pre split that had me under water for a while. It's amazing how clearing away market chatter can give you huge returns. Holding my positions straight into retirement which is another thirty years away!

    Excellent article by the way!
    Aug 20 08:09 AM | 51 Likes Like |Link to Comment
  • Why Apple Won't Build A Cheap iPhone... And Why It Should [View article]
    Good article, but I totally disagree about making a cheap iPhone to increase market share and boost ecosystem. Apple only wants consumers who have the earnings power within its ecosystem. People who cannot afford the iPhone at the current price point will add zero value to apple's ecosystem other than making up market share numbers, because they simply don't have the spending power. Hence apple has zero interest in that type of market share. If this weren't so, the cheap providers of phones would be making boatloads of money, and they aren't so why would Apple want to expand into a money losing business segment?
    Aug 13 05:06 PM | 3 Likes Like |Link to Comment
  • Code Orange For Apple: Market Share Decline Is A Pounding Headache [View article]
    They are NOT taking "profitable market share"....I stopped reading at "cheap blackberry and cheap android.....", but I had to comment. Firstly, why does the author use actual sales data from apple to compare with inventory data from wherever else? Second, does a sustainable profitable business mean anything to the Author versus the unsustainable channel stuffing that later has to be marked down? Finally, what is the relevance of using market share from companies that are making ZERO dollars and will continue to do so fir the foreseeable future? Blackberry? Really? Anyway, you got me to click... So at least you are making some cash, a lot more than some of the companies that are supposed to be taking market share from apple.
    Aug 5 02:50 PM | 6 Likes Like |Link to Comment
  • Retirement Strategy: The Apple Juggernaut Should Be In Every Retirement Portfolio Right Now [View article]
    Regarded.... You are absolutely right. I own it, and will add incrementally on market corrections, especially when the deluded analysts go apple bashing while they pump twitter and amazon, both of which can't make a dollar in net income. Lol!
    Jul 30 12:15 AM | 23 Likes Like |Link to Comment
  • Apple's Xiaomi Problem [View article]
    After reading the first sentence about apple losing the gap to whomever at whatever level I stopped reading. When any competitor has a rival ecosystem to apple then I will give credence to the storyline. Until then, every other phone company or tablet maker is just that: a phone or tablet maker whose hype will soon due down. The ecosystem is what matters. The users with money to spend is what matters. The only threat to apple is itself in terms of its potential for complacency, not a competitor giving away their phones for free that certainly will not attract the moneyed consumer. Xiomi is just another phone company that is the current " big thing" because it is new. Just as Samsung was previously. For the high end consumer, "free" and "cheap" is bad. Premium is chic and hip and will always be ... And premium takes years and lots of money to create, both if which apple has a lot of. So yes Xiomi is a competitor, and apple won't take them lightly, but to say they are a threat, gimme a break.
    Jul 30 12:01 AM | 7 Likes Like |Link to Comment
  • Apple's Mobile Profitability: The Illusion Of Advantage [View article]
    A valiant attempt to create a diverse view on Apple and it's competitors, but unfortunately it is based on very faulty logic. In fact, saying it is faulty logic is being rather kind to the author.
    Jul 28 12:20 PM | 4 Likes Like |Link to Comment
  • Apple Stabs BlackBerry In The Heart [View article]
    Better yet, a lot of clueless blackberry supporters sitting in a canoe watching the mothership leave the shores and thinking they will be able to row their way to safety...cuz the mothership surely ain't turning back to get them
    Jul 27 11:04 AM | 2 Likes Like |Link to Comment
  • Apple Stabs BlackBerry In The Heart [View article]
    Man, it seems like there are a lot of investors on this post who think manna is going to fall from blackberry heaven. I wish them well
    Jul 27 11:01 AM | 1 Like Like |Link to Comment
  • Apple's (AAPL) CEO Tim Cook On Q3 2014 Results - Earnings Call Transcript [View article]
    Apple, one of the best run companies on earth with the most cash pile sitting in its back pocket. A year ago the majority of wrung Wall Street analysts said apple was dead. Now they are all singing the apple tune. What changed? Nothing. It is the same apple doing exactly what it said it would do. The problem is these analysts think they know how to run apple better than Tim Cook. And they are also very flighty with a quarter or two of "slow" earnings without looking at the big picture. How analysts kept pricing amazon etc to the moon back then and apple to its grave is still befuddling me. All I gotta say is this stock which I own at several price points will remain in my portfolio for at least the next decade. I also want some volatility to buy on the dips...making it easy to continue dollar cost averaging. Something tells me these analysts are way off the mark on apple's true valuation because they are totally underestimating the impact of new products and services, due partially to asymmetric information
    But also due partly to their ignorance.
    Jul 27 10:10 AM | 2 Likes Like |Link to Comment
  • Apple's Q3 Bonanza: The Real Story May Be Not Quite So Bullish [View article]
    No need to read the article....but I do need to write "another brilliant piece of rubbish from MB"
    Jul 26 11:08 PM | 1 Like Like |Link to Comment
  • Everyone Expects Apple To Beat... And That Is The Problem [View article]
    This quarter's earnings report is only relevant for short term stock traders. For long term investors, it doesn't matter one bit. Long term investors are more concerned about future growth, not historical earnings. I believe in the future, so am actually praying for a sell off to acquire more a little cheaper than it is trading.
    Jul 22 11:21 AM | 20 Likes Like |Link to Comment
  • A Breakdown Of Apple's ROE Tells A Cautionary Tale [View article]
    Or the firm can sell a new line of products and services at higher margins that blow roe out of the water
    Jul 21 06:39 PM | 18 Likes Like |Link to Comment
  • Apple Dithers While Google Reinvents The Smartwatch [View article]
    "Apple isn't making a gimmick"....
    Jul 7 08:03 PM | Likes Like |Link to Comment
More on AAPL by Piptief
COMMENTS STATS
280 Comments
596 Likes