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faramarz

faramarz
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  • Apple Pay gets foot into a big door: U.S. government transactions [View news story]
    @lords
    Where are your proofs that Institutions are reducing ?
    Apple stock has gained every day of the past week with above 1% exchange volume which is mush higher than the usual 0.6 to 0.8%.

    In a few years, a) The mobile transactions will explode & b) the Apple pay dent on the mobile payment volume will be much more than 1 trillion. There is almost no cost associated with the payment. So the growth margin is near 100% & the bottom line figure will be more than the 500 millions that you predict.
    Besides any incremental addition to the bottom line is welcome: Beside Apple Pay, think of Apple watch, Health & Home kit, Car play, Streaming Music & above all, the extra incentive that people will have to enter this ecosystem pushing them to buy more & more IOS & OS devices.

    Feb 15, 2015. 12:29 PM | Likes Like |Link to Comment
  • Apple Numbers Get Serious [View article]
    From 0.71 to 126.71 you gained 126$ each share in 12 years. From now on you need the stick to move to 270.2 for the next 12 years in order to have the same gain (2% inflation per annum adjusted) $ wise. You don't need to win percentage wise unless you want to take some money to heaven
    Feb 13, 2015. 09:59 AM | 1 Like Like |Link to Comment
  • Apple Numbers Get Serious [View article]
    @dana again. The growth rate is calculated with comparaison to a basis. The basis chages with the calculation period. One can compare Q to Q or anually. To take of the seasonal effect the annual growth rate is a better indicator.
    If your aim is to keep the growth rate of your investment unchanged, then the net $ value of your investment has to move parabolitically. Parabolic moves can never last.
    Apple is a stock to hold. That means that you will have a good return for your money with little or no risk at all in long term which is not a few Qs (as TC said) but over a few years or a decade.
    Personnaly, i started to by Apple in 2007. Since the, i have only added to my holding. Never sold. Last time I bought was in de├žember 2012. My average puchase price is 48 (split adjusted).
    Feb 13, 2015. 05:28 AM | Likes Like |Link to Comment
  • Apple Numbers Get Serious [View article]
    @dana. Are you earning percentages or real $s. A gain from 120 to 150 is exactly the same, $ wise, than the gain from 90 to 120. & this is the true math.
    The company doesn't have the same growth from 120 to 150 compared to the growth from 90 to 120 but it's gain is STRICTLY IDENTICAL.
    Feb 13, 2015. 04:58 AM | Likes Like |Link to Comment
  • Apple Analysis: Free Versus Levered Free Cash Flow [View article]
    Well said
    Dec 23, 2014. 06:27 AM | Likes Like |Link to Comment
  • Apple Analysis: Free Versus Levered Free Cash Flow [View article]
    Nicely said but nothing to back your thesis.
    A) Mobile cariers dont subsidize. They recover through the 2 years contract more than the difference between the full and the subsidized price. They also earn much more on those phone owners who don't upgrade but keep their contract. If the upgrade cycle increses to 4-5 years, then the contract price will come down to what T-mobile is charging to it's customers. So both mobile carriers and Apple (or other hi end smartphone companies) take profit of the so called subsidized system.

    B) there is nothing to back up the so called large cap companies theory. There is not any reference to prove anything. The argument of it's defender is that the growth percentage is not sustainable. But who cares about the growth percentage. The absolute value of growth most important. Besides, this theory doesn't take into account the growth through aquisations and through new hardware & services.

    C) customers trend naturally change but clever companies can adapt themselves to this change and above all, create those changes through their new & innovative products.

    D) how can one claim tha the iwatch will be a nich market before even this product is out. What are your figures proving this statement. There is certainly no evidence the success of the iwatch but, given the Apple fan army, the bet is more in iwatch's success side.
    Dec 23, 2014. 06:22 AM | Likes Like |Link to Comment
  • Time To Eat Your Apple Pie [View article]
    Whatwill you do if the stocks gains back it's recent losses ?
    Dec 16, 2014. 05:54 AM | Likes Like |Link to Comment
  • Analysis: iPhone Sales May Top $50 Billion [View article]
    You may consider that the ApplePay or the watch are not revenue driving products but how do you know tgat tere aren't other products in the pipeline. We would all be gratefull to you if you could share your insiders informations with us.
    Dec 14, 2014. 05:35 AM | 1 Like Like |Link to Comment
  • The iPhone 6 May Have A Longer Upgrade Cycle - If So, Expect Unit Sales To Fall [View article]
    Where can i find this pure law of nature ?
    Dec 7, 2014. 01:25 AM | Likes Like |Link to Comment
  • Apple: It Is All About Improving Margins [View article]
    One person having problems doesn't mean anything.
    Nov 16, 2014. 06:39 AM | 1 Like Like |Link to Comment
  • Apple: It Is All About Improving Margins [View article]
    Your assumptions are all based on unproven theories & your feelings but not fact & figures. May be you are going to be right one day in future but, todays facts and figures proves you are wrong.
    But, thanks for pointing out all these long term concerns. Medium term Apple's future seems bright. For the long term one should judge during the next one to 5 years.
    Nov 16, 2014. 06:34 AM | 2 Likes Like |Link to Comment
  • What Does Euro Denominated Debt Mean For Apple? [View article]
    Apple's Eurobond will serve for foreign use. Agree with you that if Apple uses that money for sharepurchase, then they shall repay that from $ repariated or earned in USA.
    Nov 13, 2014. 04:35 AM | Likes Like |Link to Comment
  • What Does Euro Denominated Debt Mean For Apple? [View article]
    I would have agreed with you if you had not put such a hatresse in presenting your arguments which sound also void of any sain reasoning.
    Nov 13, 2014. 04:25 AM | Likes Like |Link to Comment
  • Pouring A Little Cold Water On Apple Investors [View article]
    I usually read bearish articles on my investments with more attention looking for arguments against my bullish decisions. I just want to cover every angle & see if & why I am wrong.
    This article didn't give me a single fact. At least MB has his "market share theory" & puts some figures behind his words.
    This author says, Apple watch will not be a success because he is not wearing one. Or Customers have to obey what a retailer dictates.
    One of the reasons that Apple sells so many devices is their customers friendly approach & their after sales service.
    As a medium size printing co CEO, we had some 20 macs for our production section & 15 Pc's for our administration and sales sections. Our running cost for those Pc's were so high and the after sales service was so bad that finally we preferred to replace our Pc's by macs. The longevity is 2 years more, the maintenance cost inexistent and no need for costly malware protection softwares. The 2nd hand price of the devices pay for the additional initial investment.
    Nov 5, 2014. 06:53 PM | 2 Likes Like |Link to Comment
  • Apple Pay Looks Vastly Better Positioned Than MCX [View article]
    90% of those 80% do not perform as smartphone and do not have secure elements such as touchid or secure chip.
    Oct 31, 2014. 07:16 PM | Likes Like |Link to Comment
COMMENTS STATS
325 Comments
678 Likes