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gwynfryn

gwynfryn
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  • Apple Vs. Research In Motion: The Winner Is ... [View article]
    Nice story thg, but what everyone seems to forget is, that when you profit from the sale of a house, it usually means having to buy another, which went through the same boom or bust! OK, you can sometimes move into something smaller, but otherwise, the "profit" is virtual...
    Nov 20 09:31 AM | Likes Like |Link to Comment
  • Apple Vs. Research In Motion: The Winner Is ... [View article]
    Right on bb! People want a big kill, but the odds favour those who will settle for a small but sure profit, and it's amazing how these little profits build up; "Many a mickle mak a muckle!"
    Nov 20 09:21 AM | Likes Like |Link to Comment
  • Apple Vs. Research In Motion: The Winner Is ... [View article]
    Fair comment thg, but with shares, if you get transferred to another country, you can take them with you, so the comparison is flawed.
    Nov 20 09:13 AM | Likes Like |Link to Comment
  • Apple's Cash Position Is Overstated By $70 Billion [View article]
    Susan, this model may mitigate risk to the business, but it doesn't for the shareholders. It's a bit like leveraged credit capitalism which looks great from the wealth creation point of view, but requires continuous growth to do so. When that fails, we have a bubble that's about to pop, growth cannot endure for ever.

    I see Apple (and others) in a position of making lots of money while growth continues, but when the inevitable happens, those with shares will find them to be practically valueless!

    Of course, there's no telling when this will happen (perhaps not in our lifetimes) but there's no question of "if"; it will happen, so those who are pushing this stock would do well to be less complacent.
    Oct 13 09:18 AM | Likes Like |Link to Comment
  • Apple's Cash Position Is Overstated By $70 Billion [View article]
    Very strange! Do people really spend that much wonga on an i-phone without it being "an informed choice"?
    Oct 12 10:13 AM | Likes Like |Link to Comment
  • Apple's Cash Position Is Overstated By $70 Billion [View article]
    Amusing, Mohamed! All this emotional baggage does complicate my estimations, but overall, it'll make it more likely I'll win in the long term, by taking the cold rational view. So let's hear it for emotional involvement: yeah, way to go!
    Oct 11 09:54 AM | Likes Like |Link to Comment
  • Apple's Cash Position Is Overstated By $70 Billion [View article]
    Interesting comments Abu! We come at this from a different direction; as an experienced engineer, who has worked in several industries, my impression is that Apple is riding the tiger, and the tiger is sustained by fickle fashion!

    I won't bother putting numbers to this view (as someone above stated, it's too opaque) nor do I have a feel for "when", but if (when?) they have to dismount, I foresee a catastrophic result!

    Maybe some day, I too will take a short position, but as for now, it's one I'll stay out of...
    Oct 11 09:38 AM | Likes Like |Link to Comment
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