faramarz's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/4689981/comments http://seekingalpha.com/article/1438261/comments?source=feed#comment-18886871 18886871 While not owning this so desired future telling device (may be Apple will invent this one day) we humble investors without having your trader's abilities try to buy a company with solid fundamentals & background, well managed, rewarding with steady income while innovator with some (& perhaps much more) growth potential.

WS sharks make money with traders like you who think to know when things happen. I dont think that you would be debating on SA if you were such a successful trader as you seem to claim by giving lessons to long term investors that you call Buy & Holders.

I, a humble buy & holders, have bought Apple @ $8, 20, 50, 70, 100, 90, 200, 300, 400 on the way up & @ $420 & 390 on the way down. I confess I never sold because I always believed on this company. To date, my investment has grown more than 10 times in about 10 years. I could have made more money selling high & buying low. But, on the way up, if i had sold @ 200, 300, 400, 500, etc would I have still the opportunity to buy @ 150, 250, 350, 450 ? I couldn't find a cristal ball telling me the future.
I'll sell one day. But then, i will own any stock & put my assets on a ore secure investment.
]]> Thu, 16 May 2013 06:22:59 -0400 While not owning this so desired future telling device (may be Apple will invent this one day) we humble investors without having your trader's abilities try to buy a company with solid fundamentals & background, well managed, rewarding with steady income while innovator with some (& perhaps much more) growth potential.

WS sharks make money with traders like you who think to know when things happen. I dont think that you would be debating on SA if you were such a successful trader as you seem to claim by giving lessons to long term investors that you call Buy & Holders.

I, a humble buy & holders, have bought Apple @ $8, 20, 50, 70, 100, 90, 200, 300, 400 on the way up & @ $420 & 390 on the way down. I confess I never sold because I always believed on this company. To date, my investment has grown more than 10 times in about 10 years. I could have made more money selling high & buying low. But, on the way up, if i had sold @ 200, 300, 400, 500, etc would I have still the opportunity to buy @ 150, 250, 350, 450 ? I couldn't find a cristal ball telling me the future.
I'll sell one day. But then, i will own any stock & put my assets on a ore secure investment.
]]> http://seekingalpha.com/article/1438261/comments?source=feed#comment-18886551 18886551 Apple offers a whole, others offer just a part of a whole.

I agree that Apple will have a huge problem if Apple doesn't come with a new product. But i dont think that they need to do this in such a hurry. They have to bring a new product as perfect as Iphone, Ipad, etc..

To date none of the others have a launched a new product. They are all trying to make the product that Apple has launched. Some are successful some aren't. But, they are all on one side & Apple at the other.
IOS is losing market share if you take the overall market size. But IOS is gaining market share if you take the high end users : those who really use their OS.
About 80% of Android old versions is never upgraded & have become obsolete.
It is nor possible to upgrade the Android OS version on more than 50% of Android smarthphones or tablets.
]]> Thu, 16 May 2013 05:47:29 -0400 Apple offers a whole, others offer just a part of a whole.

I agree that Apple will have a huge problem if Apple doesn't come with a new product. But i dont think that they need to do this in such a hurry. They have to bring a new product as perfect as Iphone, Ipad, etc..

To date none of the others have a launched a new product. They are all trying to make the product that Apple has launched. Some are successful some aren't. But, they are all on one side & Apple at the other.
IOS is losing market share if you take the overall market size. But IOS is gaining market share if you take the high end users : those who really use their OS.
About 80% of Android old versions is never upgraded & have become obsolete.
It is nor possible to upgrade the Android OS version on more than 50% of Android smarthphones or tablets.
]]> http://seekingalpha.com/currents/post/1024511?source=feed#comment-18823952 18823952 Tue, 14 May 2013 16:43:35 -0400 http://seekingalpha.com/currents/post/1023221?source=feed#comment-18810401 18810401 Tue, 14 May 2013 11:20:47 -0400 http://seekingalpha.com/article/1426831/comments?source=feed#comment-18752951 18752951 Shall we take the train while it is in the station instead of running after it till the next station ?
Who can predict the behavior of this particular stock or any other stock ?
IMHO, if one thinks that the stock price is low enough to get in he must do so. waiting for future dips might not be a good solution if those dips might be higher than the present price. If you are a long term investor, a few percent lower or higher wouldn't change too much to the foreseen profit over the next 3 to 5 years. ]]> Mon, 13 May 2013 05:13:05 -0400 Shall we take the train while it is in the station instead of running after it till the next station ?
Who can predict the behavior of this particular stock or any other stock ?
IMHO, if one thinks that the stock price is low enough to get in he must do so. waiting for future dips might not be a good solution if those dips might be higher than the present price. If you are a long term investor, a few percent lower or higher wouldn't change too much to the foreseen profit over the next 3 to 5 years. ]]> http://seekingalpha.com/article/1404001/comments?source=feed#comment-18482911 18482911 Mon, 06 May 2013 04:11:50 -0400 http://seekingalpha.com/article/1404001/comments?source=feed#comment-18482781 18482781 Your comment about BB in reply to harryjack's pertinent post shows how superficial is your research and thoughts. BB, a single product co, is not comparable to Apple. BB at 130 (it's pick) probably could not collect 17B in the market with an offering of 50B. Apple at 450 (it's low : 250 lower than it's pick of 700) could do that. This means how much the real market (where they lend you money) trusts on Apple's future. They have lend money at 10 & 30 years to Apple. That shows how much the real market believes on Apple's long term profitability.
Usually, when an article is comparing not comparable items, the author is trying to manipulate. Your article is just worthless. ]]> Mon, 06 May 2013 03:59:28 -0400 Your comment about BB in reply to harryjack's pertinent post shows how superficial is your research and thoughts. BB, a single product co, is not comparable to Apple. BB at 130 (it's pick) probably could not collect 17B in the market with an offering of 50B. Apple at 450 (it's low : 250 lower than it's pick of 700) could do that. This means how much the real market (where they lend you money) trusts on Apple's future. They have lend money at 10 & 30 years to Apple. That shows how much the real market believes on Apple's long term profitability.
Usually, when an article is comparing not comparable items, the author is trying to manipulate. Your article is just worthless. ]]> http://seekingalpha.com/currents/post/983011?source=feed#comment-18289721 18289721 Imagine Apple uses 60 billions of it's offshore money to buy 120 million shares at average price of 500. Those shares will not be entitled to dividend.
Apple will save 120m * 12.2 = 1464m each year & add 1,56 to it's EPS based on 940m diluted shares count.
The 12.2 yearly dividend represents 2.44% (on ASP of 500) & is much better than what the market offers to Apple. Besides, the outstanding shares in the market will be only 840m. This will push the price high & Apple's investments in it's own stock will appreciate considerably.
Apple's actual offshore money makes less than 2%. This is almost dead money. Investing in it's own shares instead of other equities is much more interesting.
]]> Tue, 30 Apr 2013 17:41:16 -0400 Imagine Apple uses 60 billions of it's offshore money to buy 120 million shares at average price of 500. Those shares will not be entitled to dividend.
Apple will save 120m * 12.2 = 1464m each year & add 1,56 to it's EPS based on 940m diluted shares count.
The 12.2 yearly dividend represents 2.44% (on ASP of 500) & is much better than what the market offers to Apple. Besides, the outstanding shares in the market will be only 840m. This will push the price high & Apple's investments in it's own stock will appreciate considerably.
Apple's actual offshore money makes less than 2%. This is almost dead money. Investing in it's own shares instead of other equities is much more interesting.
]]> http://seekingalpha.com/currents/post/981611?source=feed#comment-18273501 18273501 Tue, 30 Apr 2013 12:13:37 -0400 http://seekingalpha.com/article/1379951/comments?source=feed#comment-18215681 18215681
I also fully agree that Apple today is not comparable to MSFT. George is giving almost all reasons why they are not comparable. But, he is not mentioning a very important reason: MSFT did not innovate after 1999 while Apple's history is full of innovations & the last one, IPAD, was introduces only 3 years back &, most probably, some innovative products are in the pipe line. ]]> Mon, 29 Apr 2013 07:17:00 -0400
I also fully agree that Apple today is not comparable to MSFT. George is giving almost all reasons why they are not comparable. But, he is not mentioning a very important reason: MSFT did not innovate after 1999 while Apple's history is full of innovations & the last one, IPAD, was introduces only 3 years back &, most probably, some innovative products are in the pipe line. ]]> http://seekingalpha.com/currents/post/976241?source=feed#comment-18184841 18184841 Apple has just one competitor capable of delivering as good products as Apple's & this is Samsung. The next few years will show which one will come first but, IMHO both of them will be winners of this competition. Most of the statistics are already showing this trend.
I also think that this competition will be a great incentive for innovation for both compagnies.

By the way, Apple's stock price decline in the past 6 month is not representing declining sales but declining margins & some fear & panic originated by people like you. Apple at 700 (only 16*EPS) was exaggerated but far less than Apple at 420 (9.5*EPS).
When the dust will settle & the fear & panic disappear, Apple's stock price will return to a normal & realistic multiple (+/-13 to 15) & during this time, conservative investors (I'am not talking about traders) will also collect the +/- 2% per annum dividend. ]]> Sun, 28 Apr 2013 08:02:02 -0400 Apple has just one competitor capable of delivering as good products as Apple's & this is Samsung. The next few years will show which one will come first but, IMHO both of them will be winners of this competition. Most of the statistics are already showing this trend.
I also think that this competition will be a great incentive for innovation for both compagnies.

By the way, Apple's stock price decline in the past 6 month is not representing declining sales but declining margins & some fear & panic originated by people like you. Apple at 700 (only 16*EPS) was exaggerated but far less than Apple at 420 (9.5*EPS).
When the dust will settle & the fear & panic disappear, Apple's stock price will return to a normal & realistic multiple (+/-13 to 15) & during this time, conservative investors (I'am not talking about traders) will also collect the +/- 2% per annum dividend. ]]> http://seekingalpha.com/currents/post/961931?source=feed#comment-18019381 18019381 We will see a return to a moderate Growth (+/- 10%) both on Revenue & EPS with Q4 2013 or Q1 2014 & thereafter. +/- 10% for a large cap is a fantastic achievement.
But if Apple comes with a new disruptive product, then the growth on Revenue & EPS could be much higher (+/- 20%).
The ratio of Software to Hardware related Revenue is very important.]]> Wed, 24 Apr 2013 04:56:52 -0400 We will see a return to a moderate Growth (+/- 10%) both on Revenue & EPS with Q4 2013 or Q1 2014 & thereafter. +/- 10% for a large cap is a fantastic achievement.
But if Apple comes with a new disruptive product, then the growth on Revenue & EPS could be much higher (+/- 20%).
The ratio of Software to Hardware related Revenue is very important.]]> http://seekingalpha.com/currents/post/961931?source=feed#comment-18019371 18019371 I hope u did it & what do u suggest now: Buy, hold or sell ?
Apple's problem is not their level of earning now. Apple's problem is the level of Q1 & Q2 2012 (& +/- also Q3 2012) Margins & subsequently EPS relative to Revenue which were exceptional & can never be beaten.
We will see a return to a moderate Growth (+/- 10%) both on Revenue & EPS with Q4 2013 or Q1 2014 & thereafter. +/- 10% for a large cap is a fantastic achievement.
But if Apple comes with a new disruptive product, then the growth on Revenue & EPS could be much higher (+/- 20%).
The ratio of Software to Hardware related Revenue is very important. ]]> Wed, 24 Apr 2013 04:54:45 -0400 I hope u did it & what do u suggest now: Buy, hold or sell ?
Apple's problem is not their level of earning now. Apple's problem is the level of Q1 & Q2 2012 (& +/- also Q3 2012) Margins & subsequently EPS relative to Revenue which were exceptional & can never be beaten.
We will see a return to a moderate Growth (+/- 10%) both on Revenue & EPS with Q4 2013 or Q1 2014 & thereafter. +/- 10% for a large cap is a fantastic achievement.
But if Apple comes with a new disruptive product, then the growth on Revenue & EPS could be much higher (+/- 20%).
The ratio of Software to Hardware related Revenue is very important. ]]> http://seekingalpha.com/article/1324901/comments?source=feed#comment-17370871 17370871 Mon, 08 Apr 2013 16:09:51 -0400 http://seekingalpha.com/article/1324901/comments?source=feed#comment-17370591 17370591
By the way, if you had bought Apple from 100 to 420 with an average of 190 as I did, you would have made a real good profit even if you had missed to sell at 705.

You just dream of what you have not done & never had the courage to do something. ]]> Mon, 08 Apr 2013 16:03:19 -0400
By the way, if you had bought Apple from 100 to 420 with an average of 190 as I did, you would have made a real good profit even if you had missed to sell at 705.

You just dream of what you have not done & never had the courage to do something. ]]> http://seekingalpha.com/article/1324901/comments?source=feed#comment-17367261 17367261 Mon, 08 Apr 2013 15:00:25 -0400 http://seekingalpha.com/article/1324901/comments?source=feed#comment-17326911 17326911 Apple is not a dying co as Nokia or RIMM. These 2 companies had only one product: phone. Apple has many other products. Iphone stands for 60% of their income &that percentage is going down while the gross income is going up unlike Nokia & RIMM.
Apple's problem is that it had 2 huge Q1 & 2 in 2012 in terms of margin & all short term looking analysts like Ashraf are now comparing Apple's results to those Quarter. Apple is still having revenue growth quarter to quarter compared. Q2 13 will be soon revealed & Apple may have a decline in EPS but again Q2 12 was so good that Apple will never have such margins & NO OTHER CO WILL EVER HAVE. But, no other company has Apple's margins not even Google that Ashraf seems to appreciate that much.
Ashraf is contradicting himself several times. Google is making money in adds but trying to copy Apple's business lime in many ways.
Ashraf is comparing Apple to Microsoft but are they comparable ?
Microsofts business line is dying & Microsoft is trying to change it's business line & guess which co Microsoft is trying to copy : Apple.

MS, Samsung, etc.. are all trying to go the way paved by Apple years ago. None of they innovate. They all wait a new product by Apple so that they can have an idea what to copy.

I bought Apple from 100 to 420. Average 190. I don't know yet when to sell. I'll sell one day but listening to Ashraf, i have to fix it today. why?
To me Ashraf knows well what he is doing : trying to manipulate by fake reasoning. I don't know why ? ]]> Sun, 07 Apr 2013 15:28:30 -0400 Apple is not a dying co as Nokia or RIMM. These 2 companies had only one product: phone. Apple has many other products. Iphone stands for 60% of their income &that percentage is going down while the gross income is going up unlike Nokia & RIMM.
Apple's problem is that it had 2 huge Q1 & 2 in 2012 in terms of margin & all short term looking analysts like Ashraf are now comparing Apple's results to those Quarter. Apple is still having revenue growth quarter to quarter compared. Q2 13 will be soon revealed & Apple may have a decline in EPS but again Q2 12 was so good that Apple will never have such margins & NO OTHER CO WILL EVER HAVE. But, no other company has Apple's margins not even Google that Ashraf seems to appreciate that much.
Ashraf is contradicting himself several times. Google is making money in adds but trying to copy Apple's business lime in many ways.
Ashraf is comparing Apple to Microsoft but are they comparable ?
Microsofts business line is dying & Microsoft is trying to change it's business line & guess which co Microsoft is trying to copy : Apple.

MS, Samsung, etc.. are all trying to go the way paved by Apple years ago. None of they innovate. They all wait a new product by Apple so that they can have an idea what to copy.

I bought Apple from 100 to 420. Average 190. I don't know yet when to sell. I'll sell one day but listening to Ashraf, i have to fix it today. why?
To me Ashraf knows well what he is doing : trying to manipulate by fake reasoning. I don't know why ? ]]> http://seekingalpha.com/article/1324901/comments?source=feed#comment-17326061 17326061 Sun, 07 Apr 2013 14:53:42 -0400 http://seekingalpha.com/article/1296141/comments?source=feed#comment-16693381 16693381
With TC, Apple has another great CEO but he is compared to SJ while he is excellent in other grounds. Those that SJ could not perform well or at all. he is as authoritarian leader as SJ was &, to what we see, he is an excellent team leader. But only time will prove this.

One more thing : Who else can seat in his place & do at least as good job as he does ?

The same way that SJ chose TC as his 2nd & finally successor, TC has chosen Ives & other Innovators/creators as his 2nds. ]]> Sat, 23 Mar 2013 08:23:25 -0400
With TC, Apple has another great CEO but he is compared to SJ while he is excellent in other grounds. Those that SJ could not perform well or at all. he is as authoritarian leader as SJ was &, to what we see, he is an excellent team leader. But only time will prove this.

One more thing : Who else can seat in his place & do at least as good job as he does ?

The same way that SJ chose TC as his 2nd & finally successor, TC has chosen Ives & other Innovators/creators as his 2nds. ]]> http://seekingalpha.com/currents/post/899601?source=feed#comment-16573741 16573741 Wed, 20 Mar 2013 18:02:42 -0400 http://seekingalpha.com/article/1280471/comments?source=feed#comment-16397421 16397421 If the smartphone market is going to be a commoditiy market, compagnies like Bbry, Nokia, etc. & even Samsung will suffer much more than Apple.
U say that Apple doesn't innovate but U present samsung & others slight changes as an innovation.
U just forget one thing, Apple is a luxury brand with a huge ecosystem & as such, Samsung & others are trying to copycat it & look like Apple. Many car makers have tried to copycat BMW but a BMW buyer will never buy those.
One more thing, I think that you know well all above but you are not honest with your statements about Apple & most probably you are paid by some people interested in writers like you to back their plans.

The proliferation of writers like you, in a very short time, completely disregarding the facts & assuming others will succeed where Apple will precisely fail is really amazing.

By the way, why di u think people shall but Bbry while staying away of Apple ?
]]> Sun, 17 Mar 2013 11:15:01 -0400 If the smartphone market is going to be a commoditiy market, compagnies like Bbry, Nokia, etc. & even Samsung will suffer much more than Apple.
U say that Apple doesn't innovate but U present samsung & others slight changes as an innovation.
U just forget one thing, Apple is a luxury brand with a huge ecosystem & as such, Samsung & others are trying to copycat it & look like Apple. Many car makers have tried to copycat BMW but a BMW buyer will never buy those.
One more thing, I think that you know well all above but you are not honest with your statements about Apple & most probably you are paid by some people interested in writers like you to back their plans.

The proliferation of writers like you, in a very short time, completely disregarding the facts & assuming others will succeed where Apple will precisely fail is really amazing.

By the way, why di u think people shall but Bbry while staying away of Apple ?
]]> http://seekingalpha.com/currents/post/891311?source=feed#comment-16336041 16336041 Fri, 15 Mar 2013 13:40:40 -0400 http://seekingalpha.com/currents/post/889071?source=feed#comment-16288601 16288601 Thu, 14 Mar 2013 14:40:53 -0400 http://seekingalpha.com/currents/post/883651?source=feed#comment-16217001 16217001 As long term investor, one must make a choice relying on fundamentals & forget the market's daily moves.
Apple cannot launch a new product every year. Their last one (Ipad) was in 2010. Their next one will be some where between 2013 & 2015. In the meantime, Apple will refresh their existing products & make as much money as possible on the existing line.
Apple has reached a size that a 10% drop (16B) of their Revenue will not do any harm to the company. That would mean only 6,4B on the bottom line. That means net profit of 35.4B (37.7$/Share) instead of 41.8B (44,1$/Share). An EPS of 37.7 $ must lead to a share price between 450 (12x) & 530 (14x).
Will Apple's revenue drop by 10% ? The answer is NO. Q1 13 Revenue was 54,5B & their guidance for Q2 13 was 41B (low side) each time higher than 2012 figures.
I'am sure that TC & the BRD will come with a good solution for the shareholders based on long term decisions & I'am also sure that they will not (& shall not) decide under the WS pressure. I'am also sure that their decision will be far more long term based that my own.
I think also that they must invest their cash secure (as they do) until the find a good reason to spend it. Why should Apple spend it's cash to buy a company for the sake of buying something as did Google. They may spend this cash to buy a major actor of TV program distribution or some other major actor needed in their future device pipeline.
I'am long Apple since 2006 & have bought the stock almost every year mostly on dips. Apple today is the same company than it was late september when it traded at 700+. After the Q1 13 earning release resulting in 26.7%/7.3$/S increase in revenue/EPS (14 to 13 weeks adjusted & despite a phenomenal & exceptional Q1 12 earnings & after all those supply constraints & lower margins due to new products) one must feel very confident & proud of such company & it's managing team & BRD.
Wait & see the next Q earnings. Apple's Q2 12 earnings was also exceptional. The guidance for Q2 13 is 41-43B which is 5 to 10% increase over an already phenomenal Q2 12. If Apple performs within the guidance, it will be already a very good result. If Apple beats the guidance, it will be again exceptional.
If one thinks that this is not a well managed company, then one must tell us which company is.
The low of big numbers will not allow any more those insane over 40% growth in Revenue or EPS. What matters now is not the insane percentage of the growth but some steady & sane growth of +/- 10% of the Revenue & +/- 5 to 10% of the EPS.
Perhaps Apple will distribute one way or another 60 to 80% of future bottom line figure to their share holders. Perhaps Apple will do more on the buy back side (fully profitable to share holders) than on the dividend side (tax reasons). Whatever they do, it will be a good long term decision.
]]> Wed, 13 Mar 2013 07:42:46 -0400 As long term investor, one must make a choice relying on fundamentals & forget the market's daily moves.
Apple cannot launch a new product every year. Their last one (Ipad) was in 2010. Their next one will be some where between 2013 & 2015. In the meantime, Apple will refresh their existing products & make as much money as possible on the existing line.
Apple has reached a size that a 10% drop (16B) of their Revenue will not do any harm to the company. That would mean only 6,4B on the bottom line. That means net profit of 35.4B (37.7$/Share) instead of 41.8B (44,1$/Share). An EPS of 37.7 $ must lead to a share price between 450 (12x) & 530 (14x).
Will Apple's revenue drop by 10% ? The answer is NO. Q1 13 Revenue was 54,5B & their guidance for Q2 13 was 41B (low side) each time higher than 2012 figures.
I'am sure that TC & the BRD will come with a good solution for the shareholders based on long term decisions & I'am also sure that they will not (& shall not) decide under the WS pressure. I'am also sure that their decision will be far more long term based that my own.
I think also that they must invest their cash secure (as they do) until the find a good reason to spend it. Why should Apple spend it's cash to buy a company for the sake of buying something as did Google. They may spend this cash to buy a major actor of TV program distribution or some other major actor needed in their future device pipeline.
I'am long Apple since 2006 & have bought the stock almost every year mostly on dips. Apple today is the same company than it was late september when it traded at 700+. After the Q1 13 earning release resulting in 26.7%/7.3$/S increase in revenue/EPS (14 to 13 weeks adjusted & despite a phenomenal & exceptional Q1 12 earnings & after all those supply constraints & lower margins due to new products) one must feel very confident & proud of such company & it's managing team & BRD.
Wait & see the next Q earnings. Apple's Q2 12 earnings was also exceptional. The guidance for Q2 13 is 41-43B which is 5 to 10% increase over an already phenomenal Q2 12. If Apple performs within the guidance, it will be already a very good result. If Apple beats the guidance, it will be again exceptional.
If one thinks that this is not a well managed company, then one must tell us which company is.
The low of big numbers will not allow any more those insane over 40% growth in Revenue or EPS. What matters now is not the insane percentage of the growth but some steady & sane growth of +/- 10% of the Revenue & +/- 5 to 10% of the EPS.
Perhaps Apple will distribute one way or another 60 to 80% of future bottom line figure to their share holders. Perhaps Apple will do more on the buy back side (fully profitable to share holders) than on the dividend side (tax reasons). Whatever they do, it will be a good long term decision.
]]> http://seekingalpha.com/currents/post/880681?source=feed#comment-16148171 16148171 Mon, 11 Mar 2013 17:06:08 -0400 http://seekingalpha.com/article/1243341/comments?source=feed#comment-15799491 15799491 Has Apple's metrics changed ?
I dont think so. The Q1 13 did show record earnings (28% growth Q1 13/Q1 12 adjusted 14 W Q) & a decent EPS growth (7.2% Q1 13/Q1 12 adjusted 14 W Q) despite several new product release bringing down the GM to 38,6%). Q1 12 was a special Q & still Apple did better. Do someone know a company with those metrics ?

Some say that the stock price reflects the future of the company. The management guided to 41-43 b revenu & 37,5-38,5% GM. This is 4,6 to 9,7% revenu gross. Q2 12 was also a very special Q (China IP launch) & still Apple is forecasting to do better. W also know that Apple is usually giving conservative guidances & this one is going to be as conservative as the others were. So, the near future is better than the past (This means growth). So why to fear ?

Oh, i was about to forget: some say that Apple doesn't have any new product to offer & no innovation in the recent past, only incremental evolution. Who can point a company that has innovated in the last 3 years. their innovation in just copy cat of Apple's past products : Nexus, SGS I, II, III & now IV, Chrombook, etc. Samsung is competing with Apple with only incremental evolutions.

So, if you are long Apple, nothing has changed. The co is solid & doing well. U just have to make sure the basic metrics stay good. The stock will follow. But being long doesn't mean watching the stock price every day or week. ]]> Mon, 04 Mar 2013 10:38:28 -0500 Has Apple's metrics changed ?
I dont think so. The Q1 13 did show record earnings (28% growth Q1 13/Q1 12 adjusted 14 W Q) & a decent EPS growth (7.2% Q1 13/Q1 12 adjusted 14 W Q) despite several new product release bringing down the GM to 38,6%). Q1 12 was a special Q & still Apple did better. Do someone know a company with those metrics ?

Some say that the stock price reflects the future of the company. The management guided to 41-43 b revenu & 37,5-38,5% GM. This is 4,6 to 9,7% revenu gross. Q2 12 was also a very special Q (China IP launch) & still Apple is forecasting to do better. W also know that Apple is usually giving conservative guidances & this one is going to be as conservative as the others were. So, the near future is better than the past (This means growth). So why to fear ?

Oh, i was about to forget: some say that Apple doesn't have any new product to offer & no innovation in the recent past, only incremental evolution. Who can point a company that has innovated in the last 3 years. their innovation in just copy cat of Apple's past products : Nexus, SGS I, II, III & now IV, Chrombook, etc. Samsung is competing with Apple with only incremental evolutions.

So, if you are long Apple, nothing has changed. The co is solid & doing well. U just have to make sure the basic metrics stay good. The stock will follow. But being long doesn't mean watching the stock price every day or week. ]]> http://seekingalpha.com/article/1242371/comments?source=feed#comment-15785361 15785361 I've read U several times. U turn with the wind & very cleverly try to manipulate your audience with +/- accurate statement changing a little to positive or negative according to your goal.
In my world, people like you are not advisers & shall not be listened because nobody knows when again you will change opinion.
IMHO if U writings were honest & reflecting what you believe, U should short Apple & go long Google strongly.
]]> Mon, 04 Mar 2013 04:08:34 -0500 I've read U several times. U turn with the wind & very cleverly try to manipulate your audience with +/- accurate statement changing a little to positive or negative according to your goal.
In my world, people like you are not advisers & shall not be listened because nobody knows when again you will change opinion.
IMHO if U writings were honest & reflecting what you believe, U should short Apple & go long Google strongly.
]]> http://seekingalpha.com/article/1206061/comments?source=feed#comment-15268101 15268101 I'll add : BMW cars had a very low market share while having the best gross/net margin.
The same way that a toyota owner dreams of a BMW and will try to have one even if he cannot afford it, a cheep android smartphone owner dreams also of a high end one (GS3 or Iphone) & will also try to have one (may be a 2nd hand) even if he cannot afford it. ]]> Wed, 20 Feb 2013 14:38:27 -0500 I'll add : BMW cars had a very low market share while having the best gross/net margin.
The same way that a toyota owner dreams of a BMW and will try to have one even if he cannot afford it, a cheep android smartphone owner dreams also of a high end one (GS3 or Iphone) & will also try to have one (may be a 2nd hand) even if he cannot afford it. ]]> http://seekingalpha.com/article/1206061/comments?source=feed#comment-15267851 15267851 Your base of comparaison is not accurate & IMHO dishonest & manipulative.
Your overall comparaison is also not accurate for many reasons. I'am not going to enumerate these because others have done it for me.

One more thing: why did you not mention this in sept 12 ? It is so easy to predict the past ! ]]> Wed, 20 Feb 2013 14:31:53 -0500 Your base of comparaison is not accurate & IMHO dishonest & manipulative.
Your overall comparaison is also not accurate for many reasons. I'am not going to enumerate these because others have done it for me.

One more thing: why did you not mention this in sept 12 ? It is so easy to predict the past ! ]]> http://seekingalpha.com/article/1151701/comments?source=feed#comment-14501861 14501861 Sun, 03 Feb 2013 06:28:31 -0500