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DickBruno

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  • Apple's Stock Price: What Do Market-Makers Think It Can Sell For? [View article]
    Peter, brilliant! You've given another light to help us simple investors find an honest stock. MORE please!

    Re: "wonder inventions" I have predicted that the iWATCH will be a "meWATCH" measuring all kinds of physical data and displaying your EKG like a ticker around your wrist and connecting you, eventually, with the Jabba the Hut-moving medical establishment and improving personal health exponentially. I say this not as a doc but as someone who loves data. I bought the Casio weather watch because it showed temperature, pressure, elevation...and I think even the time. I would love to watch my EKG and blood pressure and blood sugar. Just consider the millions of Americans who pay millions for worthless supplements instead of exercising for free. If a device told someone they were actually doing something good for their body, instead of hoping the "herb and spice" makers' line that something pill was "promoting heart health" (whatever "promoting health" means) THAT would be a "wonder invention." Apple is almost there now with their apps and add-ons. The meWATCH? An out of the park homerun.
    Feb 2, 2014. 08:37 PM | Likes Like |Link to Comment
  • Apple: Already (Essentially) A Private Company [View article]
    Piece so true...and so sad. Investors do own a public company. Stephen Sondheim gave us, "somethin's commin', somethin' good." We deserve better from Tim Cook in the face of AAPL's stock price suicide.
    Mar 6, 2013. 02:12 AM | Likes Like |Link to Comment
  • Apple's (AAPL -0.2%) newfound success in India could provide a template for attacking emerging markets where the iPhone's high unsubsidized prices have limited sales. Payment plans - one promotion involves a $93 up-front payment for an $840 iPhone 5 - have grown Apple's addressable market, a splashy ad campaign has increased brand awareness, and new distributor deals have expanded reach. Canalys estimates Dec. quarter Indian iPhone sales nearly tripled Q/Q to 250K, but Apple's 5% local smartphone share is still well behind Samsung's 40%. [View news story]
    STREET PSYCHOANALYSIS"

    Sixty-five analysts cover AAPL, the largest number for any stock. Heading into the fourth quarter their average price target was about $780. While AAPL has now fallen to $442, and may drop more to find a bottom, the average analyst price target has only fallen to around $700. TREFIS says AAPL should be $649 TODAY, not $442!
    Why the continued fall after December's "capital gains increase" terror? I think it's Jobs Envy. AAPL is a once in a century -- and maybe a NEVER HAPPENED BEFORE -- story, a combination of the development of electrical transmission and the invention of the light bulb: A new and difficult to understand technology combined with a "perfect" packaging of that technology. Once Jobs died, the "Maps Mess" pulled back the curtain. THE WIZARD of CUPERTINO became just a gadget company, not the God of Technology, able to raise mere humans to iMMORTALITY. The children on The Street were furious that THE WIZARD is become Tim Cook. AAPL will need to create the iWATCH, iTV, plus patent both bread and butter, for it to regain even a portion of it's past growth glory. Mr. Enihorn is right to force AAPL to raise its dividend to look like a value play for the sake of its battered investors. It's not investors' fault that Jobs died, "Maps" knocked off AAPL's halo and the children on The Street are throwing a tantrum. But, these are the facts. Only remarkable, life changing products (like a TV you can talk to that allows you to discard your remote, your Internet computer and your toaster) plus higher margins (regardless of AAPL's phenomenal income of a $ billion a month) will allow AAPL's NAV to rise from the dead and for the company to be seen as a growth play, if ever it is again.
    Feb 27, 2013. 03:53 AM | 1 Like Like |Link to Comment
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