Seadrill: An Analysis Of The Company's Leverage Management Strategy [View article]
While Seadrill's financial performance is not tied directly to the price of oil, I think it is in energy ETFs. Hence, SDRL's PPS (but not profits) is influenced by the price of oil. I think.
Good article and I look forward to your update. The only thing that troubles me is that I think that Apple needs another business segment. If it were up to me I would use the cash to enter the transaction processing/ "iCard" business. Apple has the technology, brand name, customers base and infrastructure to make it happen. Seems like a no brainer to me - perhaps I am missing something?
There was a very good article on SA posted in 2012.positing that strategy.
Apple (AAPL +1.6%) roundup: 1) Take this one with a big spoonful of salt: "Some Wall Street sources close to some Apple executives" tell Forbes contributor Gene Marcial some at the company are looking for a replacement for Tim Cook. 2) CIRP estimates the iPhone 5 made up 53% of Q1 U.S. iPhone sales, up slightly from Q4's 50%. Meanwhile, citing Verizon's Q1 iPhone mix, BMO (Outperform) now sees Apple's latest iPhone accounting for 55% of Sep. quarter iPhone sales, down from a prior 70%. 3) A Foxconn worker speaking to China Business claims Apple returned 5M-8M iPhones "due to appearance of substandard or dysfunctional problems." (Citi) (BGC/Avondale) [View news story]
Customary practice for OEMs outsourcing production is to have QC people on site. No way would Apple (or a manufacturer not catch a problem in production deficiencies. This is a crazy rumor.
A Simple Look At Apple's Cash Flows [View article]
Would you share your thinking ("guess") on 15-20% growth. Is this estimate with the current product lineup or are you expecting another disruptive product introduction?
Within a reasonable range, I don';t think fluctuations in the price of oil will impact demand for Seadrill's equipment. Exploration budgets by the major E&P companies are set for years ahead. They are not going to change their long-term programs easily.
A special one time dividend is the worse thing Apple could do. The cash would be gone and the stock would most likely drop by the amount of the dividend.
Senate Slams Apple On Tax Avoidance [View article]
Why A Budget iPhone Is A Great Idea: 4 Reasons [View article]
Seadrill Continues To Deliver On Growth Promise [View article]
Seadrill: An Analysis Of The Company's Leverage Management Strategy [View article]
Seadrill: An Analysis Of The Company's Leverage Management Strategy [View article]
Should Apple Repurchase Shares? [View article]
Should Apple Repurchase Shares? [View article]
There was a very good article on SA posted in 2012.positing that strategy.
Should Apple Repurchase Shares? [View article]
Apple (AAPL +1.6%) roundup: 1) Take this one with a big spoonful of salt: "Some Wall Street sources close to some Apple executives" tell Forbes contributor Gene Marcial some at the company are looking for a replacement for Tim Cook. 2) CIRP estimates the iPhone 5 made up 53% of Q1 U.S. iPhone sales, up slightly from Q4's 50%. Meanwhile, citing Verizon's Q1 iPhone mix, BMO (Outperform) now sees Apple's latest iPhone accounting for 55% of Sep. quarter iPhone sales, down from a prior 70%. 3) A Foxconn worker speaking to China Business claims Apple returned 5M-8M iPhones "due to appearance of substandard or dysfunctional problems." (Citi) (BGC/Avondale) [View news story]
A Simple Look At Apple's Cash Flows [View article]
Digging Into Seadrill's Dividend [View article]
Digging Into Seadrill's Dividend [View article]
Seadrill Continues To Deliver On Growth Promise [View article]
Digging Into Seadrill's Dividend [View article]
http://bit.ly/ZwjBnM
Apple Should Pay Its Tax Bill [View article]