KenNagle's Comments KenNagle's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/504424/comments Senate Slams Apple On Tax Avoidance http://seekingalpha.com/article/1448571/comments?source=feed#comment-19051371 19051371 Mon, 20 May 2013 20:32:10 -0400 Why A Budget iPhone Is A Great Idea: 4 Reasons http://seekingalpha.com/article/1420231/comments?source=feed#comment-18639181 18639181 Thu, 09 May 2013 15:03:33 -0400 Seadrill Continues To Deliver On Growth Promise http://seekingalpha.com/article/1342111/comments?source=feed#comment-18608571 18608571 Wed, 08 May 2013 23:22:36 -0400 Seadrill: An Analysis Of The Company's Leverage Management Strategy http://seekingalpha.com/article/1375801/comments?source=feed#comment-18170631 18170631 Sat, 27 Apr 2013 11:42:19 -0400 Seadrill: An Analysis Of The Company's Leverage Management Strategy http://seekingalpha.com/article/1375801/comments?source=feed#comment-18132421 18132421 Fri, 26 Apr 2013 11:08:57 -0400 Should Apple Repurchase Shares? http://seekingalpha.com/article/1359611/comments?source=feed#comment-18115251 18115251 Fri, 26 Apr 2013 00:27:38 -0400 Should Apple Repurchase Shares? http://seekingalpha.com/article/1359611/comments?source=feed#comment-18087421 18087421
There was a very good article on SA posted in 2012.positing that strategy.]]> Thu, 25 Apr 2013 13:10:06 -0400
There was a very good article on SA posted in 2012.positing that strategy.]]> Should Apple Repurchase Shares? http://seekingalpha.com/article/1359611/comments?source=feed#comment-17952391 17952391 Mon, 22 Apr 2013 17:59:00 -0400 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) http://seekingalpha.com/currents/post/957191?source=feed#comment-17940241 17940241 Mon, 22 Apr 2013 13:58:37 -0400 A Simple Look At Apple's Cash Flows http://seekingalpha.com/article/1351111/comments?source=feed#comment-17793261 17793261 Thu, 18 Apr 2013 12:55:06 -0400 Digging Into Seadrill's Dividend http://seekingalpha.com/article/1339651/comments?source=feed#comment-17703591 17703591 Tue, 16 Apr 2013 16:34:17 -0400 Digging Into Seadrill's Dividend http://seekingalpha.com/article/1339651/comments?source=feed#comment-17703221 17703221 Tue, 16 Apr 2013 16:30:09 -0400 Seadrill Continues To Deliver On Growth Promise http://seekingalpha.com/article/1342111/comments?source=feed#comment-17683551 17683551 Tue, 16 Apr 2013 08:32:31 -0400 Digging Into Seadrill's Dividend http://seekingalpha.com/article/1339651/comments?source=feed#comment-17651831 17651831
http://bit.ly/ZwjBnM]]> Mon, 15 Apr 2013 13:30:15 -0400
http://bit.ly/ZwjBnM]]> Apple Should Pay Its Tax Bill http://seekingalpha.com/article/1341971/comments?source=feed#comment-17649681 17649681 Mon, 15 Apr 2013 12:53:38 -0400 Digging Into Seadrill's Dividend http://seekingalpha.com/article/1339651/comments?source=feed#comment-17642251 17642251 Mon, 15 Apr 2013 10:34:20 -0400 Why Most People Should Neither Trade Nor Try To Analyze Apple's Stock http://seekingalpha.com/article/1336181/comments?source=feed#comment-17526161 17526161
Less we forget.... I want to end the day on a positive by thinking of Apple's competitive advantages and why it is not just another company.

1. By now it has about $145 BILLION in cash and growing by the
minute. (no debt)
2. Number 1 or 2 brand name in the world.
3. Most admired company in the world.
4. "gobs" of patents
5. Growing retail operations are a "destination" shopping experience.
6. Supply chain might have hit a few bumps due to high product demand, but Apple's supply chain is still one of the top-rated in the world.
7.App business is # 1 and growing
8. Cash provides abundant opporunites.

I am taking Tim Cook at his word - don't bet against Apple!

Dividends - Growth and Value - what not to like?]]> Fri, 12 Apr 2013 00:27:30 -0400
Less we forget.... I want to end the day on a positive by thinking of Apple's competitive advantages and why it is not just another company.

1. By now it has about $145 BILLION in cash and growing by the
minute. (no debt)
2. Number 1 or 2 brand name in the world.
3. Most admired company in the world.
4. "gobs" of patents
5. Growing retail operations are a "destination" shopping experience.
6. Supply chain might have hit a few bumps due to high product demand, but Apple's supply chain is still one of the top-rated in the world.
7.App business is # 1 and growing
8. Cash provides abundant opporunites.

I am taking Tim Cook at his word - don't bet against Apple!

Dividends - Growth and Value - what not to like?]]> Why Most People Should Neither Trade Nor Try To Analyze Apple's Stock http://seekingalpha.com/article/1336181/comments?source=feed#comment-17523801 17523801 Thu, 11 Apr 2013 22:44:08 -0400 Why Most People Should Neither Trade Nor Try To Analyze Apple's Stock http://seekingalpha.com/article/1336181/comments?source=feed#comment-17517281 17517281
Apple has the cash and the technology to "disrupt" the transaction processing/credit card industry. There has been some speculation on this with the recent news on its fingerprint" technology.

The following article published on SA in 2012 makes a strong case.

http://seekingalpha.co...

Apple needs a source of revenues and profits not directly associated with its current product lineup (who knows what is in the pipeline)]]> Thu, 11 Apr 2013 19:04:16 -0400
Apple has the cash and the technology to "disrupt" the transaction processing/credit card industry. There has been some speculation on this with the recent news on its fingerprint" technology.

The following article published on SA in 2012 makes a strong case.

http://seekingalpha.co...

Apple needs a source of revenues and profits not directly associated with its current product lineup (who knows what is in the pipeline)]]> Reflections On The Current State Of Apple http://seekingalpha.com/article/1334891/comments?source=feed#comment-17500901 17500901
]]> Thu, 11 Apr 2013 13:19:18 -0400
]]> Apple (AAPL) roundup: 1) With Ron Johnson having been ousted by J.C. Penney, many think Apple might hire him to once more lead its retail ops, which remain without a permanent chief. 2) The iPhone's U.S. customer loyalty remains solid: only 22% of iPhone owners responding to a Raymond James survey said they aren't sure if they'll buy another iPhone, or plan to get a rival product. 3) Following a weak Dec. quarter for the Mac, U.S. Mac sales rose 31% Y/Y in January, per NPD. Piper attributes this pickup in growth to improving supplies of the new iMac. http://seekingalpha.com/currents/post/932031?source=feed#comment-17376871 17376871
It would be a mistake to bring him back to Apple - nothing wrong with the way Apple's retail is operating.]]> Mon, 08 Apr 2013 18:41:10 -0400
It would be a mistake to bring him back to Apple - nothing wrong with the way Apple's retail is operating.]]> Add Brian White to the growing list of Apple (AAPL -1.3%) fans who think a bigger iPhone is needed. "We are being told that the minimum size needed by Apple is a 4.5-inch display on the iPhone; however, a 5-inch to 5.5-inch would be optimal," writes the Topeka analyst after talking with Chinese/Taiwanese suppliers. Also: Cowen sees more room for iPad growth in the U.S., citing encouraging survey data, and BTIG's Walter Piecyk, who recently upgraded Apple, thinks a new capital-allocation plan will be timed to coincide with a downbeat FQ2 report (results are due on April 23). http://seekingalpha.com/currents/post/928711?source=feed#comment-17275601 17275601 Fri, 05 Apr 2013 14:00:44 -0400 Looks like another bad day for refiners on fears of increased costs from tougher standards on gasoline, even as BAML says yesterday's selloff of Valero (VLO -4.8%) was overdone. WNR -7.6%, PSX -6.9%, MPC -6.2%, ALJ -6.1%, NTI -5.3%, TSO -4.7%, HFC -4.7%. CVR Refining (CVRR -1.5%) is lower even after announcing estimated costs to meet Tier 3 standards are less than $20M. http://seekingalpha.com/currents/post/923381?source=feed#comment-17180521 17180521 Wed, 03 Apr 2013 15:33:01 -0400 Looks like another bad day for refiners on fears of increased costs from tougher standards on gasoline, even as BAML says yesterday's selloff of Valero (VLO -4.8%) was overdone. WNR -7.6%, PSX -6.9%, MPC -6.2%, ALJ -6.1%, NTI -5.3%, TSO -4.7%, HFC -4.7%. CVR Refining (CVRR -1.5%) is lower even after announcing estimated costs to meet Tier 3 standards are less than $20M. http://seekingalpha.com/currents/post/923381?source=feed#comment-17180511 17180511 Wed, 03 Apr 2013 15:33:01 -0400 Apple (AAPL +2%) roundup: 1) Jim Cramer states Apple is "becoming the J.C. Penney of tech," while suggesting sentiment has become too negative. 2) The state-owned Chinese press has become more positive on Apple following Tim Cook's apology letter. 3) The USPTO has reaffirmed the Oct. invalidation of Apple's "rubber-banding" patent, which was successfully asserted against Samsung. 4) Apple has hired much of the team behind the original Segway, including robotics expert John Morrell. No word on what project Morrell is working on. (Goldman) http://seekingalpha.com/currents/post/920731?source=feed#comment-17113561 17113561 Tue, 02 Apr 2013 11:27:49 -0400 This Blue Chip High Dividend Stock Has Better Times Ahead http://seekingalpha.com/article/1308551/comments?source=feed#comment-17037891 17037891 Sun, 31 Mar 2013 13:54:22 -0400 Apple's Nearly Single Digit P/E Seems Underserved http://seekingalpha.com/article/1310401/comments?source=feed#comment-17034571 17034571 Sun, 31 Mar 2013 11:43:48 -0400 This Blue Chip High Dividend Stock Has Better Times Ahead http://seekingalpha.com/article/1308551/comments?source=feed#comment-17022851 17022851
But, Seadrill is a blue chip high-yield stock in my definition of high-yielders. I have made money on Seadrill from dividends, puts and calls, and trading around a core position. I think we will see $40 plus in June. ]]> Sat, 30 Mar 2013 18:28:35 -0400
But, Seadrill is a blue chip high-yield stock in my definition of high-yielders. I have made money on Seadrill from dividends, puts and calls, and trading around a core position. I think we will see $40 plus in June. ]]> Estimate cuts from Pac Crest's Andy Hargreaves are helping Apple (AAPL -2%) underperform. Citing weak demand for the 9.7" iPad - he thinks this is likely "a sustained trend" as demand shifts to smaller/cheaper tablets - and a demand pause ahead of a refresh, Hargreaves is cutting his FQ3 (June quarter) iPad forecast to 15M units from 18.5M. He also thinks "the high end of the smartphone market is quickly becoming saturated," and has lowered FQ2 and FQ4 revenue/EPS estimates further below consensus. Hargreaves cut Apple to Sector Perform on Jan. 16, when shares were at $503. http://seekingalpha.com/currents/post/912801?source=feed#comment-16886691 16886691 Wed, 27 Mar 2013 12:36:08 -0400 Apple: Up 10% From The Bottom And Going Higher http://seekingalpha.com/article/1297211/comments?source=feed#comment-16732121 16732121 Sun, 24 Mar 2013 12:41:06 -0400