Seeking Alpha


Send Message
View as an RSS Feed
View Exercisestellarhealth's Comments BY TICKER:
Latest comments  |  Highest rated
  • Apple Is In Deep Trouble: A Reformed Bull Speaks Out [View article]
    Note to Josh, Tim Cook said very clearly at the last quarterly call that growth catalysts at Apple will continue to be innovations to current product/service categories and in entirely new product/service categories. He also said new product categories are in the pipeline for 2014. I don't think there are any investors who anticipated entirely new product categories from the mac and ipad launch on Tues. Apple is very smartly maximizing profits from ipads, macs, and iphones prior to bringing in new categories. As well it is not just new product protential Apple is now starting payments with ibeacon the potential profit and growth in the ipayments arena is billions annually, the ibank essentially. I very confidently bought more shares at 508, already have some at 440 and in other ranges. New product development also takes time from the lab to the market place, and Apple classically never introduces anything until it is as well designed ect.. as possible.
    Oct 24, 2013. 03:25 AM | 25 Likes Like |Link to Comment
  • Apple Is In Deep Trouble: A Reformed Bull Speaks Out [View article]
    I agree, everyone has the right to their own opinion but this gentleman's article is not based on facts. Apple has increased R&D by 33% this year, as well Cook has been actively fostering an innovation culture at Apple throughout the company all of this is key to new product/service development. Across company innovation meaning all staff's ideas are encouraged has been proven repeadedly by research such as by Deloitte and Touche to be far more effective, stable and successful then top down which was Job's style.

    Mr. Arnold respectfully doesn't understand the fundamentals of a successful innovative company culture and this correlation to new successful product/service development. Cook is very smartly developing Apple into a tech innovation hub. As well new products take time from the lab to the market place. In the meantime Apple is very smartly maximizing profits from the strong iphone, ipad and mac popularity.
    Oct 24, 2013. 03:31 AM | 13 Likes Like |Link to Comment
  • Micron Appears To Be A Good Investment At This Point In Time [View article]
    I am long MU as a long-term investor for many of the reasons the author aptly indicates, but would like to see MU's management retire the 2 billion plus in outstanding convertibles as soon as possible, they are currently needlessly weighing on MU's balance sheet and shareholder value.
    Apr 13, 2014. 10:22 PM | 12 Likes Like |Link to Comment
  • If Tim Cook Does Not Care About The 'Bloody ROI', Does He Care About The 'Bloody Stock Price'? [View article]
    Tim Cook, is very socially conscious, he has started a charitable giving program at Apple, he gave a speech re: human rights at the UN two months ago, he himself lives a very modest lifestyle, stating he spends most of his time either at Apple which he is entirely devoted to, or outside hiking this is not a materialist guy. I get it, and yet do see him as a highly competent CEO, with well developed social and environmental values which is good for Apple's brand and sales, attracting talent, and revenue growth. He has many times in recent earnings calls stated directly Apple is committed to further growth via new product categories and innovations to current products both key to revenue growth and growing dividends, based on recent new patents we will very possibly see new products mid to end of this year. As a shareholder I think Tim Cook is the right CEO for Apple at this time. He likely does personally donate to organization's like Greenpeace as the author alluded to or that he should work for them not Apple. His admirable personal interests in green and social issues doesn't appear to me to interfere with Tim competently leading and guiding Apple.
    Mar 3, 2014. 04:10 AM | 10 Likes Like |Link to Comment
  • Micron Technology: Towards $30 We Will March [View article]
    I agree too thank-you your pt covered my similar thoughts. When companies provide a higher quality product with trustworthy, dependable service, no matter what the service or product is it increases customer's confidence in them and loyalty. There is a reason Apple with a trademark focus on quality in all of their products, it is part of their brand, is a MU customer. In any sector there could be plenty of competitors but a company like MU with quality, innovative, products/services and trusted customer service will always attract customers and maintain loyalty, even actually if prices are slightly higher, as people research shows will pay a slight premium for a reliable, quality product, and honest service.
    Apr 4, 2014. 08:20 PM | 9 Likes Like |Link to Comment
  • Micron Third Quarter Earnings Preview [View article]
    Robert's time and efforts are worth respecting whether Jaret you care about what he has to say or not. Just as your opinion is valid, which I and others respectfully take the time to read and think about without intentionally attempting to undermine your efforts or calling your comments meaningless. I am long MU as well, and believe it is undervalued. However, Seeking Alpha is an open forum which I like as it encourages objective facts and research verses biases for a certain stock. Robert took his time to contribute to the Seeking Alpha forum, mentioning some valid points some people may consider helpful, including analysts opinions whether they have led or followed or whatever.

    Savvy investors via critical thinking read all relevant information, without emotion or biases make rational decisions. The reality is about 10% of MU's float is sold short, which the author alludes to so what, 10% is not that much, and MU may or may not meet the high expectations some have for this Q and future guidance. With growing demand for DRAM memory, growth in smart devices, and MU's revenue sources approx. 70% from DRAM and with Apple a key customer MU is likely a secure long-term investment along w/ other reasons as revenues stabilize a dividend may also be in the future. All stocks carry risk it is the stock market.
    Jun 18, 2014. 08:31 PM | 8 Likes Like |Link to Comment
  • I'm Taking A Bite Out Of Apple With Its Juicy Dividend, Growth And Value [View article]
    When Apple was at it's peak it was trading with a forward PE of 11, the current average S&P 500 is approx. 18.57 depending on the daily volatility of the market, with Apple's at about 9. Since the rally began shortly after fed stimulus, S&P on average increased by 17% while Apple depreciated without any rational, significant fact based reason by 37%. Apple at the least should have moved up by the S&P average, it is one of the best managed companies.

    Re: Tim Cook his horizontal focus on innovation, embedding it in the company culture, seeing it as every one's job, is supported by research and other companies successful use of fostering innovation in all employees, to be far more robust, stable and successful verses Jobs top down method. Continual innovation is a key to enduring growth, and developing market leading products, hence why Cook increased R&D spending, programs to build entrepreneurial spirit throughout company ect... He is competent.
    Jul 3, 2013. 03:55 PM | 8 Likes Like |Link to Comment
  • Micron: Time To Buy More Shares [View article]
    In part due to Zacks recommendation re: earnings beat expected Q3.
    Apr 9, 2014. 11:19 AM | 7 Likes Like |Link to Comment
  • Apple Is Ripening And So Is Its Stock [View article]
    I agree with you I disagree with the point that Apple has reached it's zenith, communications technology is expanding and growing, as is science and tech. in all sectors. In it's last annual report Apple has reiterated it is committed to research and innovation, this is key to innovating current product, new technology and services. As you mentioned Apple is trading at 11times earnings its other funadmentals are excellent, it should be trading currently at about 820 minimum based on all it's solid financials including 121 billion cash in the bank, a low PE ratio ect.. What has been occurring is hedge funds and day traders have been getting as much profit out of the stock before it starts steadily moving towards the price it should be. The price is far undervalued, the market is not always efficient.
    Nov 2, 2012. 04:59 PM | 7 Likes Like |Link to Comment
  • Join Gurus And Buy Value And Growth Play Micron At Cheap Prices [View article]
    Agree thank-you. With so many fully valued stocks, MU is a bargain in comparison with it's positive growth momentum (MU has established the groundwork for as the author mentions 10% growth annually for next 5 yrs), commitment to R&D/innovation key for more growth/constant improvement of products, price to book 2.5, low forward PE ect.. is a golden stock which value and growth investors like myself look for buy and hold. I bought in mid teens, added to my position with this after earnings dip and will be holding as it appreciates. MU's focus on integrity, quality, top customer service is also something I considered as this lends to customer trust/loyalty/retention and attracting new customers. Also acting as a deterrent for any potential unknown competitors as it would be very challenging to draw on MU's loyal and growing customer base. Once customers have a trustworthy, reliable rapport with a high quality supplier top in their sector they don't usually switch
    Apr 8, 2014. 09:07 AM | 6 Likes Like |Link to Comment
  • Micron Technology: Towards $30 We Will March [View article]
    I agree with all of your pts, and view MU as a value investment, in bargain territory as the author mentioned. I see this dip after earnings, for profit taking ect.. as an opportunity. I was watching the results of this Q, for if management could generate another strong Q in a weak environment, which they did(.85 EPS is good) indicating now 4 positive consecutive quarters. Reflecting as the author mentions a competently managed turnaround, increasing people's confidence in MU's team. I like companies like Footlocker for the same reason, management consistently operates the company well, with steady EPS and rev. growth a pattern which now seems to be emerging with MU, which also adds to it's valuations. Despite MU's costs increasing for R&D (a good sign as R&D is fundamental for new product or additions to current product development) and admin/general. costs Micron still competently managed to increase operating income by over 318 mil. (869 this Q2 verses 551 Q1).
    Apr 4, 2014. 04:43 PM | 6 Likes Like |Link to Comment
  • Apple - A Great Value Stock With Strong Upside Potential [View article]
    The company is still undervalued, with a full pipeline ahead, for example, China Mobile seems more likely with addition of qualcomm chip to new iphones meant for China and other reasons, hence a savvy time to buy for capital gains as well. China mobile is speculative, no one knows but the evidence is stronger than it has ever been. As well revenues will of course grow over the holiday seasons.
    Aug 20, 2013. 09:50 AM | 6 Likes Like |Link to Comment
  • Ignore Apple Earnings [View article]
    Google is trading at 26X earnings, (Apple at 9.5X earnings, w/ a growing dividend) with Google's largest revenue stream being ads from google searches. Investors often invest based on future expectations True google has some interesting ideas such as google glass and balloons in the earth's atmosphere to increase internet connectivity globally but many don't seem realistic in terms of compelling revenue generation, certainly creative however.

    There is alot of excitement and speculation around google but Apple seems to be quietly doing the groundwork for development of new highly marketable products for their 100's of millions of customers. For instance Apple has increased R&D spending under Cook, who has also said recently innovation is embedded in Apple's DNA and Apple is as innovative as it has ever been, new research centres are now in operation in Israel and China (Shanghai), Apple very opportunistically hired 100 plus research engineers let go by downsizing Texas instruments earlier this year ect.... Cook clearly has a strategy for new product development including encouraging entrepreneurial thinking and innovation in all employees having said in a business insider article innovation is everybodies job and has said several times he is focused on Apple's long-term success. Consequently I am long Apple not only due to ongoing revenue from current products and services but highly likely new product development based on Apple's motivated focus on R&D and commercialization of promising new revenue generating ideas.
    Jul 22, 2013. 07:03 PM | 6 Likes Like |Link to Comment
  • Apple: Analytical Shift Makes Stock A Buy [View article]
    True re: Apple is not a growth story and solely an income play. A range of objective evidence indicates Tim Cook is steadily and strategically creating a strong foundation for more growth at Apple via entirely new product categories and innovations to current products. Including keeping the prior Apple innovation team together including Mansfield and Ive, recently hired 100 plus new solely research engineers from down sizing Texas Instruments, increased R&D, new research hub in Israel, comments to this effect including he promised entirely new product categories, innovation is embedded in Apple's culture ect.. Apple is not only a smart value investment via increased dividends for the dividend hounds but is positioning itself for more growth great for growth investors. Apple is just a very volatile stock, compared to all my other holdings I have never seen so much up and down movement in just a day or week, my other holdings are stable and consistent. Apple is continuously is in the press and under pressure for many non-fact based rumour mill reasons. Apple could certainly do more to mitigate the neg. rumour mill stories, helping to raise the stock to it's intrinsic value based on valuation metrics in the 600 plus range. It is a compelling company with a great history and very promising future growth potential hence interesting to write and read about.
    Apr 19, 2013. 03:36 PM | 6 Likes Like |Link to Comment
  • Don't Believe The Hype: Apple's Growth Story Is Not Over [View article]
    There is always a risk in any stock, I am long Apple for many reasons, but as I could with any stock I purchase I could be wrong, I never sell at a loss even if I have to hold on to it for a few years, and become an active investor. If a person wants very low risk they should consider bonds or real estate, not stocks. Although a key to successful stock selection is to always purchase a well valued company at a low price, Buffet style. This is currently Apple, it is only down because it is the most manipulated stock in the world. If it were trading at it's intrinsic value it would be trading in the 700 dollar plus range based on it's PE, PEG and others. It was reassuring at the Q1 call to hear Cook reiterate Apple has many new innovations in the pipeline, he is putting his credibility on the line via saying this, combined with having said in many interviews he loves Apple. He is above board there are new products/services coming. The risk is will they be popular, well then one must consider Apple has excellent marketing capabilities and a strong brand so likely any new products/services will do very well.
    Jan 25, 2013. 10:55 PM | 6 Likes Like |Link to Comment