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  • Apple Faces A Problem And Increasing Prices Will Make It Worse [View article]
    Paulo,

    While currently follower, I'm questioning my wisdom after this Apple article. Apple's ecosystem for the iPhone is more than Apps. How about FaceTime, iTunes, AirPlay, AppleTV, iPad, iPod and their software? All work together seamlessly and elegantly. My guess is that no one in the family has ever actually used an Apple ecosystem or this glaring error would not have been made.

    After that omission the rest of the article has zero credibility IMHO. The tech insights are soft at best if not in a few cases erroneous. But, glad your wife likes the phone without an ecosystem.
    Apr 15 08:03 PM | 5 Likes Like |Link to Comment
  • 3 Ideas For This High-Risk Market Environment [View article]
    Good article and comment. Too many posts on SA decry the use of DCF as "just arithmetic" and suggest the market always offers perfect pricing. Yet, most professional acquisitions would never proceed without one in hand.

    A retail investor often acquires shares similar to a home purchase, paying what the market dictates and "hoping" for an increase. A rental property is examined for revenues, expenses, cash flows, tax consequences and potential capital appreciation. DCF brings part of such discipline to stock investing while eliminating some risk or at least identifying it at acquisition. Better to differentiate the kitty from the cougar before your money is tied to its tail.

    My concern with dividend investing at this point is tied to interest rates, similar to concern about bonds. If rates rise, won't share prices decline to increase yields? If so, where is the safe harbor during such an event? How can an investor identify the probability of rate increases?
    Apr 12 09:29 AM | Likes Like |Link to Comment
  • Competitors Are Like Piranhas Chewing Up Apple [View article]
    "Everything you can do in Apple ecosystem with Apple devices you can do in MS ecosystem with MS and 3rd party devices."

    Everything you can do in Apple ecosystem with Apple devices you can do in MS ecosystem with MS, 3rd party devices, 3rd party software, virus checker, registry cleaner, malware cleaner, weekly updates, a geek squad, reboots, MSFT chat boards, several hours and a stream of expletives deleted.

    There. Fixed it.
    Apr 9 08:32 PM | Likes Like |Link to Comment
  • Competitors Are Like Piranhas Chewing Up Apple [View article]
    Matt,

    Why torture yourself? After my Samsung Blackjack keyboard broke in six months, I thought problems were solved by moving to the Blackberry Bold. Hardware reliability was great but the battery life was random and after the third crash and complete reload, at the time requiring most of a day, I checked out my wife's iPhone 4 and dived into the Apple pool. It's been several years now, multiple phone upgrades and we are both thrilled with the reliability and quality of Apple products and their ease of use. Comments like yours led me to invest in Apple shares and we remain very satisfied users as well as shareholders.
    Apr 9 08:57 AM | 3 Likes Like |Link to Comment
  • Competitors Are Like Piranhas Chewing Up Apple [View article]
    Richbar,

    I'm old tech too and belatedly migrating completely to Apple products as a result of the positive experience with Apple on the iPhone and other products we have purchased. My original bias against Apple was rooted in a belief that all PC's were similar so one merely needed to pick the best of a bad lot and upgrade periodically. Expectations on support, reliability and ease of use had to meet a very low bar so why pay more?

    To answer the question of why Apple has been so successful in the cellphone market you must get in the pool. I use the phone constantly but typically not as a phone. It is a mobile PC that allows me access to vast amount of information and useful tools that each user can customize around their unique lifestyle requirements. Since smartphones have been out for a while I would consider myself not old tech without mine but either low tech or no tech. Couldn't live without one and convinced Apple has the ingredients to continue to thrive and grow in the vast consumer market.
    Apr 9 08:22 AM | 2 Likes Like |Link to Comment
  • Apple: The Storm Before The Calm [View article]
    Thanks for the article and reply Bill. There was an SA article I'll have to search for that catalogued Apple's tendency to drop post earnings. It made me hedge my position on the last earnings report. Might do the same this quarter as well if we have a run up before earnings.
    Apr 9 07:42 AM | Likes Like |Link to Comment
  • Apple: The Storm Before The Calm [View article]
    Bill,

    Sounds reasonable. Has Apple ever used these calls to introduce product? Sound like intros might be later in the year like 2013? Seem like there is always a post earnings drop?
    Apr 8 07:39 AM | Likes Like |Link to Comment
  • Apple: The Storm Before The Calm [View article]
    No
    Apr 8 07:25 AM | Likes Like |Link to Comment
  • Apple Is Significantly Undervalued - Shares Are Worth North Of $650 [View article]
    If a ring is ever involved make sure the diamond is genuine!
    Apr 6 06:04 PM | 1 Like Like |Link to Comment
  • Apple Is Significantly Undervalued - Shares Are Worth North Of $650 [View article]
    I often read this supposed wisdom that valuations are only "arithmetic." However in any corporate acquisition, which is really the pinnacle of stock investing, both companies use valuations to determine the actual price of the company to be acquired. They typically hire an army of consultants to analyze every aspect of current and future business, as we would if we were to sell or acquire our own business, to maximize the probability of making the purchase profitable.

    In this aspect the used Miata example breaks down. It will never be acquired as a revenue and profit generator. It is a consumable, and often emotional, purchase. However, if an investor were considering acquiring an asset such as a rental condo, would they simply roll over and pay the current market price? Wouldn't a prudent investor analyze potential expenses, income and potential long term growth of capital to see if the investment made sound financial sense?

    However, the "arithmetic" does take effort and time. If you want to read why people shun such activity, read Thinking Fast and Slow. It is great insight on how the human mind acts and the discipline required to do your homework.
    Apr 6 05:54 PM | Likes Like |Link to Comment
  • Apple's Q2 Results Are Likely To Disappoint [View article]
    Pimust,

    Good luck on Nokia. Not a company I would choose to own at any price or time, certainly never at the high risk they posed in May 12. Nor did I simultaneously recommend AAPL in May of 2012 as you incorrectly alluded.

    To set the record straight, I made my first purchase of AAPL stock in July 2013 and am extremely happy with my track record. If you read through the comment stream on AAPL, you would have discovered that fact. Please get your facts correct before posting.
    Apr 4 02:30 PM | 3 Likes Like |Link to Comment
  • Microsoft Office For iPad Is A Boon For Apple [View article]
    Good article Kofi!
    Apr 4 08:32 AM | 1 Like Like |Link to Comment
  • Apple's Q2 Results Are Likely To Disappoint [View article]
    C- for insight must be due to grading on a curve. I originally published the following comment on Valentine's so the numbers need to be updated but not by much. It is "directionally" correct.

    "On June 17, 2013, Michael Blair authored the following positive article on BBRY, "BlackBerry Gaining Share In Key Markets As Market Awaits Q1 Results." In it, he stated he was long at the closing price of $14.30.

    http://seekingalpha.co...

    On June 10, 2013, MB authored the following bear article on AAPL, "Apple Can't Afford To Concede Market Share - I Don't Think It Has To" and stated he was short Appl at $432.

    http://seekingalpha.co...

    Since that time, AAPL has risen to $544, an annualized rate of 34.5% not including eight months of dividends. Meanwhile, BBRY has fallen from $14.30 to $9.00, an annualized rate of -49%."

    D- or incomplete?
    Apr 4 08:13 AM | 17 Likes Like |Link to Comment
  • Apple Investors May Need A Reality Check [View article]
    Now, since Dan Manners was an expert at posting facetious comments, I am skeptical of this new user name. Is this Dan just being Dan, another poster mimicking Dan, a belated April 1 post or ?
    Apr 2 09:24 AM | Likes Like |Link to Comment
  • Apple Investors May Need A Reality Check [View article]
    Yes, even though they couldn't squirm into the employee lounge at an AAPL store, they are driven to comment.
    Apr 2 09:18 AM | Likes Like |Link to Comment
COMMENTS STATS
1,146 Comments
2,309 Likes