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KenNagle

KenNagle
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  • Apple: Zero Growth ... Really? [View article]
    Good fact-based article. Right now Apple price is driven by short-term sentiment and most obviously and painfully the sentiment has been less that stellar. The ultimate true measure of a business is its ability to generate cash and right now no company is doing a better of job at this than Apple. I think the current dividend rate puts a bottom on price per share and I expect the dividend will increase this month.
    Mar 5 10:25 AM | 4 Likes Like |Link to Comment
  • Time For Apple To Waddle And Quack [View article]
    I think the question of whether is a growth or value stock is one of perspective. To consider Apple to be a value stock is to accept the proposition that Apple has no major product innovations on the horizon. I don't think that is the case. Apple has an abundance of financial and intellectual power to call on. Not so with the other companies you note.
    Feb 21 11:40 AM | 10 Likes Like |Link to Comment
  • Apple Shares Set To Rise [View article]
    I agree with the thesis, but it is time for TC and Apple to start kicking some butt and speak and act like they give a damn about the stock price.
    Feb 14 04:14 PM | 1 Like Like |Link to Comment
  • Seadrill: Downtime Has Negative Earnings Impact, But Positive Revenue Developments Remain [View article]
    Good article. I doubt the downtime will impact the dividend, and it is only a short-term issue. I hope the shortsigted folks sell and bring the price down so I can add to an already strong position at a bargain price.
    Feb 5 05:37 PM | 2 Likes Like |Link to Comment
  • Almost flat earnings and a disappointing forecast from Apple (AAPL) leave a few casualties in Japanese trading today: Softbank (SFTBY.PK) - a Japanese carrier of the iPhone - is down 0.9%, Sharp (SHCAY.PK) and Foster Electric - both of which make parts for the phone - dropped 1.5% and 1%, respectively. [View news story]
    IMHO the after hours drop is an overreaction from retail that were expecting a blowout quarter. PPS will be up in the morning.
    Jan 23 09:48 PM | 1 Like Like |Link to Comment
  • Consider Selling Apple Stock [View article]
    Thanks for the "history lesson" and the suggestion. You seem to be assuming that Apple management is asleep at the switch. By most accounts Apple has the best core products in growing markets. I continue to believe that in the coming years we will see termendous innovations in consumer and enterprise communication and entertainment technology. No company is positioned better than Apple to continue to be the spearhead.
    Dec 17 06:12 PM | 20 Likes Like |Link to Comment
  • More on the iPhone and its component suppliers: Jefferies' Peter Misek says contract manufacturer checks indicate suppliers have seen big order cuts in the last 24-48 hours thanks to ongoing production constraints. He thinks the iPhone 5's build rate is currently at 15M units/month, with a goal of reaching 20M/month in January. Misek his cutting his iPhone and gross margin forecasts for Apple (AAPL -3.4%), but believes demand is strong and that the Chinese launch may be muted due to bad weather and Apple's insistence on pre-ordering to prevent riots. (previous: I, II[View news story]
    Thanks for the update, but too much "news" on Apple right now. We need a breather. It seems that no matter what is reported someone puts a bad spin on it.
    Dec 14 01:04 PM | 6 Likes Like |Link to Comment
  • On Investor Concerns, And Why Apple Should Trade Above $700 [View article]
    I think when the China Mobile deal appears imminent the PE will tend towards 15. I think the iTV is coming and it will be must own game changer.
    Dec 6 11:23 AM | Likes Like |Link to Comment
  • Apple: Bottom Target Hit, And New All-Time Highs Coming [View article]
    Good article and prognostications.
    Dec 6 11:00 AM | Likes Like |Link to Comment
  • More on the iPhone: Gene Munster says his latest Apple Store checks indicate "the iPhone 5 has finally reached a point where consumers can walk into an Apple Store and walk out with a phone." He also notes AT&T, Verizon, and Sprint are all "showing 90%+ availability" for the iPhone, which recently saw its shipping time on Apple's online store fall to 1 week. Munster still forecasts 45M Dec. quarter iPhone sales - he was predicting 49M when the quarter started. (previous[View news story]
    Unfortunatley, you are correct. But, I think that once the market understands that demand is very strong with new distribution points coming on line the stock will react very favorable.
    Nov 29 01:02 PM | 3 Likes Like |Link to Comment
  • Apple Poised For A Strong December [View article]
    Bret - I agree with you on your thinking on December - provided our the guys in DC don't screw everything up with their irrational bahavior.

    On the dividend - I woulr rather see an increase in the current dividend rate than a one time special dividend.
    Nov 28 02:04 PM | Likes Like |Link to Comment
  • Apple (AAPL +3.2%) roundup: 1) iPhone 5 shipping times have dropped to just 1 week after falling to 2 weeks a few days ago. 2) Apple has bought the trademark for "Lightning" from Harley-Davidson (HOG). 3) Apple, which has made clear its interest in lowering its dependence on Samsung, has reportedly dropped Samsung as an iPad/MacBook battery supplier in favor of Chinese firms Amperex and Tianjin Lishen. [View news story]
    Clayton - Could be, but I based on what I see and hear about iP5 sales I think it was a supply problem.
    Nov 26 05:15 PM | 3 Likes Like |Link to Comment
  • Citi and Piper's reports are helping Apple (AAPL +3.1%) turn in another strong performance; shares are now up 16% from their Nov. 16 low. The gains come even though Pac Crest's Andy Hargreaves is slashing estimates (albeit keeping them above consensus) and predicting Apple's gross profit per iPhone unit has peaked after steadily rising for 5 years. Hargreaves now thinks the iPhone 5 will have a cost of goods sold of $370, up from a prior forecast of $353. [View news story]
    Apple's best days are still ahead. Great business model in expanding markets and another game changer (iTV) on the horizon.
    Nov 26 05:11 PM | Likes Like |Link to Comment
  • Seadrill: 3 Reasons To Buy This Newly Upgraded Oil Sector Stock With A 9% Yield [View article]
    While I do wonder why the "retired" author does not own any shares I do agree with the author's conclusions. Fact is - shares will go up and down, but Seadrill pretty much has its revenue stream locked in and getting better for at least 2 years and more likely 3 years. I view its debt as I view the debt of an MLP.

    I love this stock. Make money on dividends, trading around a core position, and puts and calls.
    Nov 20 12:21 AM | 2 Likes Like |Link to Comment
  • Apple By The Numbers [View article]
    Also- Apple's suppy chain was recently rated # 1 in the world - ditto for retail outlets.

    It appears that most of the negative views on Apple can be applied to any company. For example, Accenture's ( a consulting firm whose future depends on continuing to obtain consulting gigs)
    has a higher PE than Apple.
    Nov 19 01:23 PM | Likes Like |Link to Comment
COMMENTS STATS
280 Comments
440 Likes