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JohnnyHands

JohnnyHands
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  • Apple Reports Q3 EPS - Reiterating Buy Here [View article]
    And the best opportunity for AAPL buyback
    Jul 22 08:29 PM | 3 Likes Like |Link to Comment
  • Weak Smartphone Markets May Disappoint The Apple Bulls [View article]
    Following up, Chuck Jones latest prediction for June quarter iPhones sold is 37.20 M, made on 7/14/14:

    http://bit.ly/1qikbJv

    Jul 17 12:35 PM | Likes Like |Link to Comment
  • Weak Smartphone Markets May Disappoint The Apple Bulls [View article]
    Is Michael Blair the Andy Kaufman of Seeking Alpha? As others above have alluded to above, are all these AAPL bear articles really just an act (to get those penny-per-click page views?) And Mr. Blair a brilliant financial performance artist who is, ultimately, just trolling?
    Jul 13 08:30 AM | 9 Likes Like |Link to Comment
  • Weak Smartphone Markets May Disappoint The Apple Bulls [View article]
    Correction, Jud: the 51M iPhones sold was the Jan. 2014 quarter, the Mar. 2014 quarter was 43.7M.

    http://bit.ly/1s9zcNn
    Jul 13 03:46 AM | 4 Likes Like |Link to Comment
  • Weak Smartphone Markets May Disappoint The Apple Bulls [View article]
    "Chuck Jones had it right when he projected an ugly June quarter for Apple with 28 million iPhones and 15 million iPads shipped in the period. Those might be upside numbers."

    Ladies and gentlemen, that was Chuck Jones predicting 28 million iPhones for the June quarter *before* the March quarter results were even announced (use the link above to read it as I did.)

    His March quarter prediction in that same article for iPhones (37.4 million) was way under the actual 43.7 million iPhones sold. (And his 15 million iPad prediction was under the actual 16.3 million as well.)

    So after that grievous March mis-guess, is Chuck Jones still saying 28 million iPhones for June?

    Mr. Blair, I'm wondering how can you use such a stale forecast as evidence, here now in July?
    Jul 13 03:15 AM | 35 Likes Like |Link to Comment
  • The Achilles' Heel Of Apple Is Its Recalcitrant High-Margin Policy [View article]
    Thanks for editing "iSheep loyalists" to "iLoyalists."
    Jan 7 09:46 AM | 1 Like Like |Link to Comment
  • The Achilles' Heel Of Apple Is Its Recalcitrant High-Margin Policy [View article]
    Here's where I stopped reading:

    "I do not wish to provoke vicious comments or malicious reactions."

    ... three paragraphs later...

    "The Apple ship is rich, it's loaded with ... millions of iSheep loyalists."
    Jan 7 02:43 AM | 35 Likes Like |Link to Comment
  • Why Public Companies Should Have Public Tax Returns [View article]
    MY PREDICTION:

    Senate to Apple: let's make a deal. 35%.
    Apple: way too high. How's about 15%?
    Senate: too low. How's about 25%?
    Apple: still too high. How's about 18%?
    Senate: Can't do it. How's about 21%?
    Apple: still too high -18% or no deal.
    Senate: I motion we make it 18%. All in favor, say "aye", all opposed say "nay".

    The 'ayes" have it - 18% amnesty tax on repatriation of foreign cash - limited to the tax years 2014 through 2018.
    May 22 05:47 AM | Likes Like |Link to Comment
  • Apple (AAPL -2.5%) has dived over the last 30 minutes of trading on heavy volume, without any news to explain the move. The decline comes with the NASDAQ still up 0.5% on the day. [View news story]
    The lower it goes, the better the share buyback opportunity for Apple.
    May 14 03:01 PM | 6 Likes Like |Link to Comment
  • Apple Slim Down, Buy When There's Blood In The Streets [View article]
    Yes, that's what I was wondering. Thanks for the concise summary of that thought. And that is why Apple is already winning by making the most profit, by far. When is tech sector analysis crowd going to catch on?
    Mar 19 12:38 AM | 2 Likes Like |Link to Comment
  • Apple Slim Down, Buy When There's Blood In The Streets [View article]
    OK, I get it - after googling it: Baron Rothschild said, "Buy when there's blood in the streets." Apparently a famous stock market saying.
    Mar 18 04:24 PM | 1 Like Like |Link to Comment
  • Apple Slim Down, Buy When There's Blood In The Streets [View article]
    Speaking of the title of this article, shouldn't it be "Blood on the Street," rather than "Blood In The Streets?" It seems like the "on the Street" is more fitting (the "blood" that's been "spilled" has only been in the AAPL share price, i.e. a concern on Wall Street, not to the typical person "in the streets.")

    Then again, you could be humorously referencing some pop culture thing I'm not aware of. Please explain.
    Mar 18 03:44 PM | 1 Like Like |Link to Comment
  • It's a good time to buy 2015 Apple (AAPL) LEAPs at a $500 strike price, thinks Bill Miller, who went on CNBC to make a bull case for the fruit company. Miller observes Apple now trades at a lower forward EV/EBITDA multiple than Safeway, Kroger, and H-P, and expects the company to "do something fairly dramatic on capital allocation." Others have also argued in favor of buying Apple LEAPs to gain leverage. The Jan. '15 $500 LEAPs currently have an ask of $45 (they rose sharply following Miller's recommendation). [View news story]
    @ TruffelPig, you used the word "news." What does "news" mean to you? For me, it's the facts, not the opinions (unless they're quoting someone else's opinion, as news - which is totally legit.)

    Getting cute with referencing Apple, is well, cute, but it's not "news." Not every "news" item on Seeking Alpha is cute. Which companies should you get cute with, and which shouldn't you?

    Don't jump the shark, man. Please!!!
    Mar 16 01:25 AM | Likes Like |Link to Comment
  • It's a good time to buy 2015 Apple (AAPL) LEAPs at a $500 strike price, thinks Bill Miller, who went on CNBC to make a bull case for the fruit company. Miller observes Apple now trades at a lower forward EV/EBITDA multiple than Safeway, Kroger, and H-P, and expects the company to "do something fairly dramatic on capital allocation." Others have also argued in favor of buying Apple LEAPs to gain leverage. The Jan. '15 $500 LEAPs currently have an ask of $45 (they rose sharply following Miller's recommendation). [View news story]
    The "fruit" company?

    So when did Seeking Alpha become the (snarky) Register? Shouldn't these news releases "seem" like news rather than commentary? Individual contributors can snark all they want, but let's keep these news-like summaries a little more factual.

    Some meager journalistic standards, please?
    Mar 15 11:02 PM | 2 Likes Like |Link to Comment
  • How Apple Gave Wall Street The Middle Finger [View article]
    I don't think Oppenheimer said the share repurchase itself was 45B. I think he was talking about the the share repurchase AND the dividend totaling 45B over three years. Others have had this same misinterpretation.
    Jan 29 10:45 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
40 Comments
134 Likes