Seeking Alpha

KenNagle

KenNagle
Send Message
View as an RSS Feed
View KenNagle's Comments BY TICKER:
Latest  |  Highest rated
  • 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
  • Cheap 8% Yielder Is Picking Up Positive Catalysts [View article]
    If you view Seadrill's debt as you would an MLP or REIT its debt is not out of hand. Right now, Seadrill is in the right space with the right assets and I don't see that changing.
    Nov 19 09:11 AM | Likes Like |Link to Comment
  • The selloff in Apple (AAPL) has reached the point of "insanely insane," says Topeka's Brain White, arguably the Street's biggest bull on the stock. Uber-bull or not, maybe he's got a point. Those selling Apple at a sub-10 PE while holding onto or buying Company X - with no earnings growth, selling at a 20 PE, but yielding 5% - may look back one day and wonder what they were thinking. [View news story]
    Your logic can be applied to any company.
    Nov 19 09:07 AM | 1 Like Like |Link to Comment
  • The selloff in Apple (AAPL) has reached the point of "insanely insane," says Topeka's Brain White, arguably the Street's biggest bull on the stock. Uber-bull or not, maybe he's got a point. Those selling Apple at a sub-10 PE while holding onto or buying Company X - with no earnings growth, selling at a 20 PE, but yielding 5% - may look back one day and wonder what they were thinking. [View news story]
    At the end of the day its all about cash and no company is generating cash as well as Apple.
    Nov 19 09:04 AM | 3 Likes Like |Link to Comment
  • Apple (AAPL) is reiterated a Buy at BAML, but with a lower price target - now $780, from $840. The analysts lower their expected 2013 EPS to $52.45 from $54.30, 2014 to $62.50 from $64. Shares +1.2% premarket. [View news story]
    Everything I see points to Apple having great sales for the next several months. And it will contine to generate gobs of cash for the foreseeable future. When the sun sets its all about cash and no company is generating cash better than Apple.

    For a growth company that can still pay a decent dividend it PEG ratio is way to low.
    Nov 19 09:00 AM | 2 Likes Like |Link to Comment
  • Margin compression at Apple (AAPL) is long-term strategy, not a sign the company is losing its competitive edge, writes Kopin Tan in a bullish front-page Barron's article giving the iPhone maker the nod in its battles with Samsung (SSNLF.PK). "Samsung is running ads spoofing the cult of Apple. Samsung knows what it's like to have an image problem." [View news story]
    $800 is probably a stretch, but Apple continues to build cash at a fast pace even with the dividend and the stock buy back. I think the dividend will be increased in 2013 and we will see China Mobil come on board in the first half of 2013.

    When the market get bullish again on Apple it will snap back.
    Nov 17 03:07 PM | Likes Like |Link to Comment
  • Cheap 8% Yielder Is Picking Up Positive Catalysts [View article]
    BRET - What is your thinking on why Seadrill seems to be stalling?
    All the news on Seadrill has been positive and yet is seems to be under a bit of pressure. Might the market be expecting weak earnings?
    Nov 14 09:52 AM | Likes Like |Link to Comment
  • Cheap 8% Yielder Is Picking Up Positive Catalysts [View article]
    With all of the positive catalysts I expected Seadrill would at least be solidly in the $40 plus range. Tax selling does not explain it.

    CLMT (petro specialty products) pays about 8% and is up today.
    Nov 13 02:50 PM | Likes Like |Link to Comment
  • Has Apple Finally Bottomed Out? [View article]
    Ashtirir - I appreciate your view, but I think you negative perspective is way over done. What did you expect with the iP5 and the mini? These are beauiful as well as extremely functional products. Demand is strong for both on world wide markets. The only problem appears to be that supply cannot meet demand as quick as the market needs.

    In the coming years we will see termendous innovations in consumer communication and entertainment technology (as well as the enterprise market). No company is positioned better than Apple to be the spearhead - cash, brand, supply chain - patents and talent.

    I like SJ too, but I think TC brings the skills Apple needs to drive the train.
    Nov 9 08:17 PM | 3 Likes Like |Link to Comment
  • Has Apple Finally Bottomed Out? [View article]
    I agree that currnet PPS and PE is oversold. I think we saw the bottom today. Even with any warts the bears place on Apple it is very cheap if for no other reason that it is a cash generation machine.
    Nov 9 06:15 PM | 1 Like Like |Link to Comment
  • Is Apple A Growth Stock Or A Dividend Stock Now? [View article]
    Hey guys, good article and conclusion - Apple is a growth stock that is doing so well it can pay a decent dividend; and still have more cash then it can probably spend.

    I continue to belive that in the coming years we will see termendous innovations in consumer communications and entertainment technology- just like going from the pager (remember when that was the big thing) to the iPhone and iPad.

    No company is positioned better than Apple to be the spearhead.
    Nov 5 05:16 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
270 Comments
405 Likes