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  • Do The Math: Apple's Fiscal 2015 EPS To Rise (At Least) 25% [View article]
    Sorry to hear Glenn. During my long career in the tech industry, I can't remember a single product release that didn't have an "issue." However, prior to the internet the story might not come to light for months. Now issues are on you tube that night and viral the next day. Not a position I would have even considered based on those experiences. I have been doing well with covered calls and short puts while the stock has been moving sideways however. Good luck in the future.
    Sep 24, 2014. 06:29 PM | 1 Like Like |Link to Comment
  • Do The Math: Apple's Fiscal 2015 EPS To Rise (At Least) 25% [View article]
    Last Friday's low was $101.69. Right now, near close, AAPL is at $101.73. Considerable sums lost? How? Wouldn't a stop loss order have been wiser?
    Sep 24, 2014. 04:28 PM | 1 Like Like |Link to Comment
  • Do The Math: Apple's Fiscal 2015 EPS To Rise (At Least) 25% [View article]
    Barantos, I am not replacing my phone every two months. I assume you meant two years. Secondly, your reading comprehension is weak. Quote from the one you replied to,

    "The old Apple models were sold or traded in for more than my initial purchase price! (Note: the Blackjack and Bold were recycled since worthless)"

    I know this is difficult for Samsung and Blackberry users to comprehend but the upgrades cost me nothing since I sold the older units on Ebay or traded them in for more or equal to the original price. I really find $0 dollars less than the Samsung with broken thumb key or the Bold that cost me three days of my life to reload and at the end of two years was also worth $0.

    Lastly, my MacBook Air was a restocked model for under a grand. it is more than sufficient for my Office suite and considerably less than your Asus at $1700. Plus, no virus checker or performance software required. When I turn it on it is ready in seconds, not minutes nor does it go through a weekly update of a half an hour just when I need it the most.

    I suggest you learn more about Apple products and stop guessing. I have twenty five years in the MSFT world and only recently converted to Apple. I can assure you you are misinformed and missing out on a vastly superior product and company because you are appear confused on everything from pricing to reliability to performance to upgrades.
    Sep 24, 2014. 04:14 PM | 4 Likes Like |Link to Comment
  • Do The Math: Apple's Fiscal 2015 EPS To Rise (At Least) 25% [View article]
    Crapgate happened to me on a Samsung Blackjack, the knockoff of the RIM phone. In an effort to improve my lot, I invested in the Blackberry Bold. The hardware was better but after three crashes, each of which took over a day to reload the OS and restore data, I switched to an Apple 4S which I have since upgraded to a 5 and then 5S. The old Apple models were sold or traded in for more than my initial purchase price! (Note: the Blackjack and Bold were recycled since worthless) Most impotently, not a single problem on either my wife's or my phone over that entire span. Not one. No hardware malfunctions. No software malfunctions. Readable screen in sunlight. Best of all, integration with other family and friends that sport iPhones beyond my best expectations.

    Off the phone, we wound up purchasing an Apple router, two Apple TV's, an iPad Air and a MacBook Air. Each has been trouble free and a joy when integrating to other Apple devices.

    I doubt bendgate will fulfill your fantasy of getting Apple users flocking to your beloved BBRY Passport or even slowing Apple sales an iota. Get a grip.
    Sep 24, 2014. 11:09 AM | 6 Likes Like |Link to Comment
  • Do The Math: Apple's Fiscal 2015 EPS To Rise (At Least) 25% [View article]
    thotdoc,

    Sensors often become skeptics since they judge heavily on what their physical senses reveal. Intuitives see not what is but what could be and form judgements based on these insights and can be overly optimistic. Statistically, the accuracy of either preference is about the same.

    A career in high tech also schooled me that these decisions are then protected with a fervor that creates a passionate bigotry against all competing ideas in those that have personal investment or might be overwhelmed by rapid changes in the industry.

    However, I suspect most of the negative posters on these Apple articles are merely dropping by from the yahoo boards. The severe tone, weak profiles and lack of depth or other stock comments sounds similar to my little exposure to the boards. They attempt to create FUD and straw men to turn the daily trading machine in their favor. But Atlas doesn't shrug because he never notices.

    If an investor is easily influenced or reacting to the arguments the Yahoo boys publish, that person doesn't belong in the market but under their bed.
    Sep 24, 2014. 10:53 AM | 6 Likes Like |Link to Comment
  • A Rational Look At Stock Market Risk [View article]
    Rational - adjective

    based on or in accordance with reason or logic:
    "I'm sure there's a perfectly rational explanation"

    hype
    1
    [ hīp ]
    noun
    extravagant or intensive publicity or promotion:
    "she relied on hype and headlines to stoke up interest in her music"
    synonyms: publicity · advertising · promotion · marketing · exposure · More
    verb
    promote or publicize (a product or idea) intensively, often exaggerating its importance or benefits:
    "an industry quick to hype its products"

    Neither the headline or article seem hyped to any degree to me.
    Sep 24, 2014. 09:57 AM | Likes Like |Link to Comment
  • GT Advanced Technologies And InvenSense Are Prepping For Tremendous Sales Growth Over The Next 12 Months [View article]
    Hmmm.. Pavel said something that might be significant. He alluded to the fact that sapphire uses more battery, which I can only assume is because of less opacity. There was some talk in July that the 6 displays were going to be single layer technology to improve battery life but Apple had to retreat from single layer back to dual because of inadequate brightness.

    Could the real issue be that the single layer to improve battery life couldn't be married up with the more battery consumptive Sapphire screen? If so, the engineering issues may be more Apple or display provider than GTAT's. And if so, GTAT knew this long before Aug.5.
    Sep 23, 2014. 07:37 PM | 2 Likes Like |Link to Comment
  • GT Advanced Technologies And InvenSense Are Prepping For Tremendous Sales Growth Over The Next 12 Months [View article]
    Why would the Time source be credible?
    Sep 23, 2014. 07:08 PM | Likes Like |Link to Comment
  • GT Advanced Technologies And InvenSense Are Prepping For Tremendous Sales Growth Over The Next 12 Months [View article]
    Energy,

    I sincerely appreciate your insight and speculation on the sapphire process. Making marketing predictions for the global sales of the Apple watch based on the sample size of one (yourself) or two (if you add Matt) is going to lead to inaccuracy. The real question is, how many out of a global population of 8 Billion will purchase one or several of the watches. But I'm confident a company of Apple's size and experience is going to have a lot of data on that estimate which will be driven down to all their suppliers including GTAT.
    Sep 23, 2014. 06:51 PM | 1 Like Like |Link to Comment
  • GT Advanced Technologies And InvenSense Are Prepping For Tremendous Sales Growth Over The Next 12 Months [View article]
    Dumpster,

    Tough love on a tough lesson but one most successful investors learn the hard way. I was just reading a Carnevail SA article on valuations before I clicked here and saw Matt had reappeared. As a retiree, I have a portfolio that is deeply valuation driven. I reserve a very small portion for speculative stocks where, IMHO, GTAT should be classed. I class them based on probabilities.

    If it feels like your standing at a roulette table, with or without the input of an expert, you're speculating. 50-50 is a coin flip and that was the bet on 9/9, with or without Matt's insight. If the company has a long established record, brand, moat, dividend record and a future, you're investing since you can define it's future value with a higher probability.

    When I completed some cancer treatments five years ago, I ran across a company called DNDN on SA. They were developing treatments for my type of cancer so it caught my attention. Many were extolling the treatments and writing articles had industry expertise and some of the commentators were Doc's. They ran from $3 to $45 and almost just as quickly back to $3. They are still breathing, just barely, and sit around $1.50. I own 200 speculative shares. But, I also know the probability and risk associated and have invested accordingly.

    And if you are curious, cancer appears far in the rear view mirror. But there is still only a probability. Such is life.
    Sep 23, 2014. 06:19 PM | 6 Likes Like |Link to Comment
  • Retired Investors: Learn The Success Secret Of All Great Value Investors: Part 2 [View article]
    Back in the Internet bubble of the nineties, there was a great deal of both speculative and investment opportunities available. Most of my coworkers were buried in the market but couldn't identify the difference. They would jump in a speculative investment, call it a long term investment, ride it up to a multiple of ten and then all the way back down to zero. It convinced me to know the difference. If my speculative investments went up to my target price, I happily sold and pocketed the money. Profit is a good thing. Take it when offered on a speculative stock. If it goes up more, don't punish yourself as a loser.

    As a retiree, a very small portion of my portfolio is speculative. My performance over time however convinces me to tread the water in the long-term valuation approach that Chuck is advocating.
    Sep 23, 2014. 05:26 PM | 5 Likes Like |Link to Comment
  • Retired Investors: Learn The Success Secret Of All Great Value Investors: Part 2 [View article]
    Once retired, I decided to track income rather than worth. In other words, rather than viewing my portfolio's monthly bottom line as worth, and cramping when share prices decline or feeing exuberant when they rise, I tracked my monthly trades, dividends and covered call income. Focus on those metrics ensured we were meeting our income and growth goals monthly. I found the attention to that level of detail gave me confidence when macro events such as Euro issues affected the worth of my portfolio. During that same period, people were constantly telling me how much they had lost on their home. I would ask, "Have you recently sold your home?" Since they hadn't, the only loss they suffered was emotional, and, to their net worth.

    Of course, I was already "all in" on the concepts of valuation while building the portfolio of dividend stocks. It often pains me when investors are attentive to the price of everything and the value of nothing. My eyes were opened while cranking out discounted cash flow valuation models in school, although that process would be difficult for the average investor because of the many unknowns. They can create a great amount of "garbage in/garbage out" valuations.
    Sep 23, 2014. 05:05 PM | 6 Likes Like |Link to Comment
  • Why Is The Price Of Gold Falling? [View article]
    Interesting non the less. Seems like even the Germans don't let facts and data get in the way of their opinions.

    Google solar flares and their affect on Northern Hemisphere jet streams and surface temperatures. If there is one constant in life, it is the overwhelming number of variables.
    Sep 22, 2014. 07:47 PM | Likes Like |Link to Comment
  • Why Is The Price Of Gold Falling? [View article]
    And, to no small effect, computers, the internet and dizzying productivity increases.
    Sep 22, 2014. 07:40 PM | Likes Like |Link to Comment
  • The Worst Call Of The Last 5 Years [View article]
    While I presume he is not loved on SA, this quote is fun and, at least out of context, sounds bipartisan-

    John Maynard Keynes in a letter sent to Duncan Grant: "You have not, I suppose, ever mixed with politicians at close quarters. They are awful... their stupidity is inhuman...."
    Sep 22, 2014. 07:27 PM | 2 Likes Like |Link to Comment
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