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KenNagle

KenNagle
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  • Should Apple Repurchase Shares? [View article]
    I read that a consulting firm that values brand names valued Apple's brand at over $100 Billion.
    Apr 26, 2013. 12:27 AM | Likes Like |Link to Comment
  • Should Apple Repurchase Shares? [View article]
    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.
    Apr 25, 2013. 01:10 PM | Likes Like |Link to Comment
  • Should Apple Repurchase Shares? [View article]
    A one time dividend is the worse possbile thing. The cash if gone and the stock price drops by the amount of the dividend. There is nothing gained.
    Apr 22, 2013. 05:59 PM | 5 Likes Like |Link to Comment
  • 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.
    Apr 22, 2013. 01:58 PM | 2 Likes Like |Link to Comment
  • 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?
    Apr 18, 2013. 12:55 PM | Likes Like |Link to Comment
  • Digging Into Seadrill's Dividend [View article]
    Same question from me - who are you?
    Apr 16, 2013. 04:34 PM | Likes Like |Link to Comment
  • Digging Into Seadrill's Dividend [View article]
    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.
    Apr 16, 2013. 04:30 PM | Likes Like |Link to Comment
  • Seadrill Continues To Deliver On Growth Promise [View article]
    I think the two recent presentations SDRL gave at energy conferences laid out clearly what managemen is thinking.
    Apr 16, 2013. 08:32 AM | Likes Like |Link to Comment
  • Digging Into Seadrill's Dividend [View article]
    Seadrill's most recent presentation in March.

    http://bit.ly/ZwjBnM
    Apr 15, 2013. 01:30 PM | Likes Like |Link to Comment
  • Apple Should Pay Its Tax Bill [View article]
    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.
    Apr 15, 2013. 12:53 PM | 2 Likes Like |Link to Comment
  • Digging Into Seadrill's Dividend [View article]
    At a Credit Suisse energy conference earlier this year Seadrill's management gave a comprehensive presentation and it stated that the current dividend is the "floor". I don't think they would have stated that without good reason to believe it.
    Apr 15, 2013. 10:34 AM | 1 Like Like |Link to Comment
  • Why Most People Should Neither Trade Nor Try To Analyze Apple's Stock [View article]
    Lot of thoughts and opinions here.

    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?
    Apr 12, 2013. 12:27 AM | 3 Likes Like |Link to Comment
  • Why Most People Should Neither Trade Nor Try To Analyze Apple's Stock [View article]
    No need to get abusive.
    Apr 11, 2013. 10:44 PM | 1 Like Like |Link to Comment
  • Why Most People Should Neither Trade Nor Try To Analyze Apple's Stock [View article]
    Good assessment of what happened Doc. The conundrum I see is that Apple cash is growing by the minute, but at this point just collecting dust as far as the market is concerned.

    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)
    Apr 11, 2013. 07:04 PM | 1 Like Like |Link to Comment
  • Reflections On The Current State Of Apple [View article]
    Any "special" one time dividend is a bad move. Cash is gone and what do you do or an encore?

    Apr 11, 2013. 01:19 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
289 Comments
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