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CWGS

CWGS
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  • Some sell side notes rolling in on Apple (AAPL): JPMorgan reiterates its Buy and $545 PT, expecting shares to exhibit a relief rally in the near-term. Goldman ups its PT to $530 from $515, but expects the stock to remain rangebound until a new product cycle begins. Morgan Stanley's Katy Huberty sees a tradable rally headed into new product cycles. CFO Oppenheimer on the CC (transcript): "We are on track to have a very busy fall. I would like to leave it there and go into more detail in October." Shares +3.8% premarket. [View news story]
    Hope is the worst strategy for investing
    Jul 24 09:06 AM | 2 Likes Like |Link to Comment
  • Apple: Time To Get Optimistic Again [View article]
    Yes, today's Apple is yesterday's Sony, too much isolated to the world. Last century Sony loved memory stick and against MP3, now Apple loves 4-inch screen and insist one-hand operation, people just don't know why, do they have only one hand? They must have a hard time to understand why human spicy like bigger screen.

    As CEO, Tim cook never protect share holder, kept his death silent and acting too slow.

    He didn't even learn how to smoothen earning for FY12, (Q1, Q2 earning too much high, Q3 Q4 too much low).

    He didn't learn what is capital structure, to him, there is only cash.

    As CEO he is really disappointing enough. His excuse is only "making best product", ironically he is not even product guy.

    4-inch screen is a fatal mistake, missing the basic market need.

    Keeping biggest pile of cash, but when he buyback stock, it was the most miserable style I ever found on any CEO on earth.

    Wrong decision last year to renew all products, so now this no-new product vacation is almost one year (last Nov to this fall), shot his gun on his foot.

    Product life cycle is not shorten, still 1 year, although Android is now clearly taking over the market. Perhaps he doesn't see iOS as underdog compare to Android, so there isn't any catchup work.

    Therefore AAPL stock price came down, don't blame Wall Street, blame Tim Cook.

    How worst can one CEO be? And how much can one CEO damage one company? You found the answer when you see Tim Cook.

    Best to do is to fire the CEO and CFO, then Apple will start having hope. I hate to say, but Steve Jobs was clearly making his last mistake by choosing Cook as CEO.
    May 16 12:12 AM | Likes Like |Link to Comment
  • Investors Should Keep Apple In Their Portfolios [View article]
    Should fire Tim Cook and its mgt team. Also if Apple don't even buy back AAPL at this level, why should everybody else.
    Apr 18 02:37 AM | 1 Like Like |Link to Comment
  • Apple: Is It Really Too Cheap To Ignore? [View article]
    Juggler, I totally agreed with you, the fact is telling us that AAPL was down almost $300, but CEO and CFO was doing noting, like idiot, all these time. No one on earth would keep 137B on hand but doing nothing to protect their shareholders. Too disappointed to them.
    All shareholders should vote to fire both CEO & CFO. Also they missed the big screen trend of smartphone. How many of you are still using your smartphone most of time calling? When you check your map, email, gaming, youtube, trade stock etc, why a 4-inch phone better than 5-inch? The iPhone 5' 4-inch design is clearly a mistake. 2013 is not 2007, customers DO have a choice today, Apple's screen size will make Apple another Sony, Nokia or RIM.
    Your chart of AAPL PEG is wrong, it is no longer 0.5, should be more than 2. Its EPS grow is much much lower now.
    Mar 9 02:25 AM | 1 Like Like |Link to Comment
  • Apple: Zero Growth ... Really? [View article]
    last year the grow rate was so high, not this year.
    Mar 6 10:43 PM | Likes Like |Link to Comment
  • Buffett Has The Solution For Apple [View article]
    The hopeless thing here is that apple management team is reacting so slow, same slow as how they react to the phone screen size.
    Mar 5 07:33 AM | 3 Likes Like |Link to Comment
  • What Will Fix Apple's Declining Shares? Patience, Time, And Faith In Management [View article]
    They should fire both the CEO and CFO.
    With 137B cash on hand, no one on earth will present the company and react to the market in such a slow and foolish way. They don't even protect their investors, let the hedge funds and rumor do whatever they want to the stock.
    Building best product becomes just an excuse from this stupid CEO to the public, in fact, they don't realize the market is changed since 2007, 3.5-inch or 4-inch phone is really outdated. They thought people still use phone to call a lot?? No, customers do a lot of everything else using different Apps, a larger screen is a must to survive.
    Apple is clearly bet against the customers, like Sony, Nokia, RIM did, so it stock price is a punishment for making 4-inch phone. Apple will be another Sony, Nokia or RIM, the stock price is on its way.
    Both Tim Cook, or Ron Johnson could be genius under Steve Jobs, but they are no body without Jobs.
    Mar 5 02:46 AM | Likes Like |Link to Comment
  • Apple's Possible Production Nightmare Scenarios [View article]
    The real nightmare for Apple is that they don't even see the trend of
    Bigger screen size for smartphone. If they insist 4-inch is all they can do, we will see Apple as another RIM. iOS 6 innovation is also next to none, appstore no longer have advantage over android, this raise a question to us, is Tim cook really capable for product? Or he should just stay back to be a supply chain manager.
    Jan 7 09:27 AM | Likes Like |Link to Comment
  • Ignore The Noise: 3 More Reasons Apple Might Beat Estimates [View article]
    from my view, 14wk vs 13wk, it will only affect some stocks like food, energy or utility, you will eat more, drive more, use more electricity in 14wk, eat less, drive less, and use less electricity in 13wk. Think of this carefully, will you buy one more smartphone to yourself or to your kids, simply because it has 1 more week in the quarter?
    Dec 27 09:11 PM | Likes Like |Link to Comment
  • JPMorgan's Mark Moskowitz tries to put a positive spin on reports of iPhone order cuts (I, II), arguing they're due to improving production yields and suggest Apple's (AAPL -0.7%) gross margin could rebound to 40% - Apple guided for an FQ1 gross margin of 36% in October. However, Moskowitz does admit "there are indications the supply chain has seen 20% order cuts related to iPhone 5." He respectively sees 48M and 45M iPhone sales for FQ1 and FQ2. (yesterday[View news story]
    I don't think those analysts are trustworthy for what they said. Last year 4S's 37M units broke all their glasses, none of their "source" came close, and they didn't even have any clue how Apple did 37M, while their source showed only 25-28M. Instead, I am wondering their intention behind. We got shameless copycat from Korea (yes I mean Samsung), also shameless analysts thought we forgot all their shameful history.
    Dec 19 08:12 PM | 2 Likes Like |Link to Comment
  • Brian White tries to ride to the rescue of Apple (AAPL), reiterating his $1,111 price target after the company reported selling more than 2M iPhone 5s in its first 3 days of official availability in China. Also leaning against the Citi downgrade are Morgan Stanley and Barclays. Shares are bouncing from premarket lows, -1.4% to $502.49. [View news story]
    we have to rethink here, are those banks trustworthy? or are they just villains. Since 2008 we all knew how banks operate.
    Dec 18 06:54 AM | Likes Like |Link to Comment
  • Catch The Turn In Apple [View article]
    yes, Samsung is a shameless copycat.
    Dec 18 05:26 AM | Likes Like |Link to Comment
  • Consider Selling Apple Stock [View article]
    I have never seen an ugly bear like this one before.
    Dec 17 08:32 PM | 2 Likes Like |Link to Comment
  • Consider Selling Apple Stock [View article]
    Obviously this author is very fresh without any experience, and he really need luck for his investment, since his clue is all coming from the press and banks. Seriously, can you trust those banks? They have been wrong for AAPL for many years in a row. They said iPad was a big iPod touch, they don't know product until they are taught like a kindergarten kid.
    Dec 17 08:27 PM | 3 Likes Like |Link to Comment
  • Consider Selling Apple Stock [View article]
    this is how banks earn their dirty money. Since 2008, we all see how banks operate, so disappointed.
    Dec 17 08:18 PM | 1 Like Like |Link to Comment
COMMENTS STATS
26 Comments
48 Likes