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KenNagle

KenNagle
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  • Bullish Cross Initiates Fourth-Ever Buy Rating on Apple [View article]
    I have vistied 3 Apple stores in the Chicago area and all indications are that sales are going well. Stores are always full to crowded. And I think sales in China will do very well.
    May 17 05:34 PM | Likes Like |Link to Comment
  • Apple Likely To Miss Earnings Estimates [View article]
    I thought I would check in here. Can't believe this still going on.
    One last time for me - Damn it Paulo go read the QIV conference call again. TC was practically shouting sales in China would be great - he called it "staggering". Did you listen to the CC, did you understand what a conservative guy like TC was saying and is saying.

    If you don't know then don't pontificate. Do not bother to reply, I am done here.
    May 12 02:36 AM | Likes Like |Link to Comment
  • 5 Reasons Apple Is A Bad Bet [View article]
    Mr. Wu - I am neither "irrationally exuberant" or an Apple naysayer or Apple basher. I have a long term bullish view on Apple's prospects, but I like to read well-reasoned articles that have a bearish perspective. I do this to challenge my investment thesis. Since I mostly invest in Apple via option plays, I don't try to gauge where the stock will be, but rather I try to gauge where it will not be during the option period.

    Nevertheless, your article fails to provide much input.

    Point 4 and 5 are irrelevant and not worthy of comment.

    Points 1-5. Your points are just a speculative opinion.

    One point you should note that even if Apple's growth slows to zero (unlikely) Apple' s cash will grow in several years to $400 per share. This alone will propel an increase in PPS. This does assume that Apple's management utilizes its cash to increase shareholder value - a reasonable assumption.

    If your goal in writing this article was to say something significant on the most widely studied stock on the planet - you failed.

    If your goal was get your photo on the web and solicit comments - you succeeded.
    May 11 11:27 PM | 3 Likes Like |Link to Comment
  • Ponder The Future Market's Performance And The Apple Bubble [View article]
    Hola Senor.

    I understand why chartist might have a bearish outlook on Apple. I am bullish on Apple, but with significant positions being long Apple stock and a variety of bullish option plays I try to be objective when reading opinions contray to my bullish view. I am finding that most of what is written about Apple is mostly 'noise".

    While there is much to support a bullish view, I point out two facts..

    1. Even with the recently announced dividend and stock buyback,
    Apple will continue to build cash at termendous rate. Assuming
    that Apple management will use is cash in a way to enhance
    shareholder value ( a reasonable assumption) Apple cash
    generataing capability will propel and fuel increase in PPS. At the
    current rate of cash flow Apple will have $400 million in cash
    in a few years - even IF Apple had no growth(not likely)

    2. Apple is now a worldwide "iconic" brand. While this is a more
    subjective factor it is real. We are in the early innings (perhaps
    the first inning) of further and rapid advanced in consumer
    communication and entertainment technology. Apple has the
    resources (intellectual and cash) to be on the forefront of this
    major trend.
    May 11 01:13 AM | Likes Like |Link to Comment
  • How Low Will Apple Shares Go In A Major Market Correction? [View article]
    Keep in mind that TTM EPS is also "parabolic". And cash continues to build. Even with the dividend and the share buyback Apple will increase cash. Even a major market correction or what is not likely to affect worldwide sales of Apple products.
    May 9 05:44 PM | Likes Like |Link to Comment
  • How Low Will Apple Shares Go In A Major Market Correction? [View article]
    muoio - What is your point? Got something to say?
    May 9 05:37 PM | Likes Like |Link to Comment
  • Why Apple's Price Is Back To Pre-Earnings Levels [View article]
    Good perspective. Keep in mind that sales in China were a surprise to some analysts. I project sales in China will continue to be strong and growing with good margins across the product linep.
    May 9 04:17 PM | 1 Like Like |Link to Comment
  • 28 Big Reasons Apple Will Fall [View article]
    Ok - now we're getting somewhere. You say Apple will not reach a trillion dollar market cap. Ok Mr. Prophet, when will Apple make its precipitious decline. At what market cap will it peak? What are the Chart "gods' telling you that they are not telling us mere mortals.
    Please oh Chart Prophet enlighten us.

    The gods of disciplined fundamental analysis are telling me that QIII will be about the same as QII.(Much better if China Mobile comes on line)
    May 4 02:24 AM | Likes Like |Link to Comment
  • Why I Am A Long-Term Apple Bear [View article]
    Hey Rocco,

    I don;'t find that you answered my question that you sold out Apple at about $320 - I think in April 2011. Is that correct?
    May 3 12:54 PM | Likes Like |Link to Comment
  • 28 Big Reasons Apple Will Fall [View article]
    Yoni boy, you are getting a bit nasty with the "idiot" talk. Perhaps you should post on the Yahoo site where that kind of engaging language is the norm.

    Ken N
    May 3 03:19 AM | Likes Like |Link to Comment
  • 5 Reasons Apple Should Not Depend Too Much On Asia [View article]
    One major mega trend that you don't grasp is that Apple is not a luxury brand it is an "iconic brand"; like Coke, McDonalds (certgainly these are not luxury items),

    These is world wide attraction for the American Dream. That is why throughout many parts of the world the people love American blue jeans, music, culture, movies, TV shows, cowboys and cowboy boots and increasingly our fast food.

    That is why in many parts of the world you can see people wearing blue jeans, sipping cofee at a Starbucks and searching the web on their iphone.
    May 1 08:43 PM | 1 Like Like |Link to Comment
  • Apple: Some Cause For Concern? [View article]
    Bill, I am only commening on your discussion of cash in the second paragraph under "Other Considerations". Despite the forthcoming dividend and stock buyback Apple overall cash position will continue to increase. This is not a second quarter concern.

    Further, right now, Apple's yield on its conservative investment of its cash is very low. I look at the glass as half full in that Apple has multiple opportunities to use its cash to increase overall return on equity, and probably to further propel growth.
    May 1 06:13 PM | Likes Like |Link to Comment
  • How Will Apple Bulls Spin This? [View article]
    Rocco, (serious comment) for the most part Apple bulls are not paranoid at all. But, we do tend to probably overreact a bit when Apple naysayers keep on yelling the sky is falling based with speculative assumptions. (I feel the same way when my democrat friend argue that Bill Clinton is a man of fine moral charcter).

    Most of what is written about Apple is noise in my "opinion".(Unlike your absolute pontifications I have opinions which I think are correct, but might not be). A real truth is that even under a no-growth scenario (not likely for the foreseeable future) Apple will continue to generate huge amounts of cash even with the dividend and the stock buyback.. Even with an probable increasing divident Apple's cash hoard will increase, or mangement will find a way to parlay that cash (which is now earning almost nil) into sunstantial incremental value.
    May 1 01:34 AM | 2 Likes Like |Link to Comment
  • How Will Apple Bulls Spin This? [View article]
    Rocco - at last we agree on something!
    May 1 12:39 AM | 2 Likes Like |Link to Comment
  • How Will Apple Bulls Spin This? [View article]
    Techy46 - What is your point??
    May 1 12:38 AM | 2 Likes Like |Link to Comment
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270 Comments
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