Apple: Time To Get Optimistic Again [View article]
@SAR2401. You must be a successful investor. You seem to know when to buy & when to sell. You seem to have this cristal ball that we all dream of. 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.
Apple: Time To Get Optimistic Again [View article]
Where re Samsumg's, BBry's, Nokia's etc.. great products. They are all updated version of Apple's older versions with some +/- interesting updates tat really doesn't matter much. 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.
What Is Apple's 'Rate Of Return' For The Next 3 Years? [View article]
What if the future dips were higher than the present stock price ? 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.
Demystifying The Microsoft/Apple Comparison Argument [View article]
@ dints70128 : U are 100% right. One needs to do a more in depth comparison. IMHO, Apple's actual management is following what Steve Jobs would have done but collectively. TC has very well distributed the roles & the final outcome will continue to be INNOVATION & NEW PRODUCTS. Apple doesn't have to follow Samsung but need a strong competitor such as Samsung to keep it awake & to push it to what they can do best "Innovation".
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.
Apple Can Save Its Shareholders - But Will It? [View article]
Great link. Do you think that Ashraf will take some time to watch your link from Ted.Ex. He is 100% the kind of person reasoning from outer circle to inner one.
Apple Can Save Its Shareholders - But Will It? [View article]
I didn't say that you manipulate the stock price. I sais that you like to manipulate people.
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.
Apple Can Save Its Shareholders - But Will It? [View article]
Your writing need some prior homework & less contradiction. You never give a clear point detailing your reasons with proof. better you write about MS & Intel
Apple Can Save Its Shareholders - But Will It? [View article]
Ashraf is back again with same arguments, all false. 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 ?
Wit SJ, Apple had a visionary CEO. SJ had his errors but those didn't matter. Nobody compared SJ to some one before him. He had 2 periods. The 1st one : selfish & irresponsible & the 2nd one : authoritarian team leader.
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.
Apple's Samsung Problem Can't Be Solved [View article]
@Ashraf. U are not consistant al all. U present the same arguments to predict the Apple death & the resurgence of it's competitors. 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 ?
If one is long a stock, it must be based on facts & fundamentals. If those change, then one has also change his stands. 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.
Apple: Is Tim Cook The Next Steve Ballmer? [View article]
Very true. 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.
Apple: Is Tim Cook The Next Steve Ballmer? [View article]
To Maltzberger : Iphones has to be compared to GS3 & not to Total Android smartphones as the majority of Android phones are low & medium end phones not comparable to Iphones or GS3. 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 !
Apple: Time To Get Optimistic Again [View article]
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.
Apple: Time To Get Optimistic Again [View article]
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.
What Is Apple's 'Rate Of Return' For The Next 3 Years? [View article]
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.
Demystifying The Microsoft/Apple Comparison Argument [View article]
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.
Apple Can Save Its Shareholders - But Will It? [View article]
Apple Can Save Its Shareholders - But Will It? [View article]
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.
Apple Can Save Its Shareholders - But Will It? [View article]
Apple Can Save Its Shareholders - But Will It? [View article]
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 ?
Apple Can Save Its Shareholders - But Will It? [View article]
Is Mighty Apple Really Falling? [View article]
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.
Apple's Samsung Problem Can't Be Solved [View article]
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 ?
The 'Washington DC'ing' Of Apple [View article]
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.
Apple: Is Tim Cook The Next Steve Ballmer? [View article]
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.
Apple: Is Tim Cook The Next Steve Ballmer? [View article]
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 !
Why Apple's Margins Will Continue To Decline [View article]