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danzada

danzada
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  • Cramer's Mad Money - Apple's Arrogance (1/24/13) [View article]
    How do you know they're not planning any acquisitions? They may just be saving up to buy half of the cable content providers all at once and then providing that service insanely cheap on only Apple devices.

    Or not.

    Point being is that they could do something insane like that, and they're the only company that can.
    Jan 25 09:43 AM | Likes Like |Link to Comment
  • Cramer's Mad Money - Apple's Arrogance (1/24/13) [View article]
    Apple is a growth company, I think raising the dividend anymore would signal that they've run out of ideas and are trying to change into a value company.

    Apple's growth is nowhere near over. I have a feeling they have some paradigm shifting ideas for that uncommitted hundred billion that only a company like Apple could implement.
    Jan 25 08:58 AM | 1 Like Like |Link to Comment
  • Apple's Earnings Fall Is Completely Unjustified [View article]
    I think it's reassuring that Apple still feels like it needs more cash... they have some BIG ideas.
    Jan 24 05:05 PM | 1 Like Like |Link to Comment
  • Apple's Earnings Fall Is Completely Unjustified [View article]
    More people are ditching Android now than ever before. I used to be a huge Android fanboy but I finally grew wary of their crap. iPhone actually works whereas Android still feels like a beta phone, even on the best hardware.

    I'm a huge tech geek too and actually work for one of the large Android manufacturers.
    Jan 24 05:04 PM | 2 Likes Like |Link to Comment
  • Apple's Earnings Fall Is Completely Unjustified [View article]
    I truly believe that Apple was doing its best to guide correctly, and continually surprised itself.
    Jan 24 05:01 PM | 2 Likes Like |Link to Comment
  • Apple's Earnings Fall Is Completely Unjustified [View article]
    Once Android incorporates mouse use, Apple will have no choice but to release it as well, unless they beat android to it.
    Jan 24 05:00 PM | Likes Like |Link to Comment
  • Apple's Earnings Fall Is Completely Unjustified [View article]
    Emotional would be if the P/E was at NFLX or AMZN levels. Apple's P/E is insanely oversold right now - that's emotional in the opposite direction.
    Jan 24 04:41 PM | Likes Like |Link to Comment
  • Apple's Shares Are Approaching A Bottom [View article]
    The only plausible excuse is that they're saving money for a massive buyout.
    Jan 24 02:25 PM | Likes Like |Link to Comment
  • Jefferies' Peter Misek seems to be the sole sell-side analyst to downgrade Apple (AAPL -9.9%) today. "[The] slowdown in iPhone sales is real ... it appears that demand in the second half of the quarter and into CQ1 was much weaker than management or we expected," wrote Misek as he cut shares to Hold. ISI is lowering its PT to $600 from $710, but thinks a cheaper iPhone can right the ship. Topeka (previous) and Canaccord hold out hope an iPhone refresh will arrive in 1H. CRUS -8.4%. (more) (transcript) Update: Scotia Capital and Hilliard Lyons have joined Jefferies in downgrading Apple. [View news story]
    This is what baffles me... Apple grew iOS devices sold by A TON. Any other company would KILL for this growth. Yet somehow they've peaked? Lol?

    Did we switch to a different form of math overnight? I'm seriously at a loss.

    Acounting for the extra week last year, Apple still grew earnings 13.5%... Find me a stock that grew at 13.5% with supply constraints at a 7 P/E ratio ex cash.
    Jan 24 01:02 PM | 4 Likes Like |Link to Comment
  • Jefferies' Peter Misek seems to be the sole sell-side analyst to downgrade Apple (AAPL -9.9%) today. "[The] slowdown in iPhone sales is real ... it appears that demand in the second half of the quarter and into CQ1 was much weaker than management or we expected," wrote Misek as he cut shares to Hold. ISI is lowering its PT to $600 from $710, but thinks a cheaper iPhone can right the ship. Topeka (previous) and Canaccord hold out hope an iPhone refresh will arrive in 1H. CRUS -8.4%. (more) (transcript) Update: Scotia Capital and Hilliard Lyons have joined Jefferies in downgrading Apple. [View news story]
    AAPL can still buy NFLX and barely put a dent in its cash.
    Jan 24 12:57 PM | Likes Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    Apple marketshare is increasing everywhere yet somehow it's not growing anymore? I'm really baffled here.

    They sold 40% more phones and 60% more tablets last quarter. What more do people want? holy crap.
    Jan 24 12:07 PM | 1 Like Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    Exactly, saying AAPL is done is like saying people will forget about Mcdonalds next time they need fast food.
    Jan 24 12:05 PM | Likes Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    The Fed as in the Federal Reserve? When did they start buying stocks on the open market?
    Jan 24 12:03 PM | 1 Like Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    And yet GOOG garners double the P/E ratio of APPL, with WAY less cash and no div.

    This is when smart money buys AAPL again, the market is way overeacting.
    Jan 24 12:00 PM | 1 Like Like |Link to Comment
  • BlackBerry 10 Will Flop. Then What? [View article]
    This might be the funniest comment I've read. Everybody already has an iPhone or Android device. There is no compelling reason to stop having those devices, especially when those platforms have such sticky ecosystems.

    Nobody wants to beta test a BB10.
    Jan 24 11:13 AM | 1 Like Like |Link to Comment
COMMENTS STATS
128 Comments
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