Apple: Why I Am Strongly Bearish - Take Two [View article]
Android has a 20% share because they have shipped that many tablets. How many are bought by clients? This mirrors the claim that Samsung sold X number of 7" tablets last year only to be refuted by Samsung on a conference call that said they shipped that many but only sold a fraction thereof.
The point is people wait on line to get an Apple Tablet where they do not buy the Android ones. To be sure some Android tablets are pretty good, but lets not get ahead of ourselves.
Of course HP sold out their tablets after getting a tepid response by giving them away @ $100 each.
How Low Can The 10-Year Treasury Yield Go? (Part 1) [View article]
Long-term Treasury bonds do not meet the criteria demanded by money market investors. Long-term Treasury Bonds are not money substitutes because of their long maturities and the associated risk of loss on principle.
You state that short term securities can and do go negative. If they go negative enough investors will get a loss of principal ( and interest ), so how is this different from a longer term bond going negative and the investor accepting ( the same ) loss of principal?
I will agree that MM tend not to ( or can't ) invest in longer term vehicles. Not sure if this is by contract or not.
Despite CEO Switch, I'm Strongly Bullish On Apple [View article]
So Apple has grown very nicely in recent qtrs vs year over year comparisons. How does this tell you that they will do the same in the future? You mention that in your current field as systems get older their growth slows. How does this translate to finances or the tech field or Apple in particular? You compare Apple to IBM. IBM has been around for 100 years. This means it has survived the great depression. How are IBM and Apple similar and different? How does this affect your comparison? The US is growing very slowly and the western world is fearful of their situation. How does this affect the numbers that you reviewed and how does this affect your future projections of growth, productivity, margin, etc? If the market falls will the price of Apple's stock fall too?
Part of my point with these questions is you list your qualifications in a completely unrelated discipline. You use that as a springboard to state your opinion without really saying how your expertise translates to the environment you are commenting on. In logic this is called a false appeal to authority. I am not saying you are right or wrong in your comments, but your introduction is completely irrelevant to the topic of the article.
Apple: Why I Am Strongly Bearish - Take Two [View article]
Apple will absolutely break $400 that is unless someone comes out with an original phone or tablet. Apple will continue to sell all it can make and its profits will grow as a result. Unless the PE goes to single digits the stock will break 400.
Here's What Stinks About The Steve Jobs Resignation Aftermath [View article]
With all due respect to Mr. Zacky Steve does have an outsized impact on Apple. Do you think someone other than him made the 99 cent price of songs stick? The calls to diversify the line or to create cheaper this or that to chase marketshare?
I agree he won't make all decisions, but I have read many things where he does things no CEO should, like icons on a page.
I agree with the basic thought that Apple has many talented executives. I think Tim is an excellent operations guy. Apple leverages many people like him to put their products into the hands of customers, but Steve imposes his will on people and products inside and outside the company to a degree that I don't think anyone else does.
Also he is a great salesman. Apple will have to find someone else to enthrall the crowds.
What Steve Jobs' Departure Means For Apple [View article]
I appreciate your viewpoint and can understand it. I think you are wrong for many of the issues the person above states.
I have been trying to understand why the market values Apple so cheaply. The reasons offered are Steve Jobs's health, too much cash, no dividend, competition, the stock is to high, it can't grow anymore, etc.
Everyone worries about Steve's health, however the company is doing well and for the next few years does not have to develop the next new thing. In the meantime it can improve on what it has and make a lot of money doing so.
How The Steve Jobs News Impacts Apple In The Long-Term [View article]
The big issue with Jobs is his nose for what a product should be. Does Tim Cook have the guts to say no?
Already you have the financial trolls out there looking to grab Apple's cash. I can see another round of very loud calls for a stock buy back to bolster the p/e ratio. As if that has anything to do with the company.
Can Tim Cook set a price and stick to it for various items and fight the content creators for that price. The 99cent price per song was a tough fight. The labels hated it and fought it. Will Tim Cook have the guts to stick to all the pressures that will be brought to bear?
Then there is the vision thing. Yes there are very creative people in Apple. Who say which features make it and which do not? Mobile Me was a disaster. Hopefully iCloud is a hit. It takes discipline and the guts to go against the tide. Steve was very good at this.
Apple Will Continue To Shine Without Jobs At The Helm [View article]
You make a good point about Pixar. Both companies produce singularly distinctive products. Both companies are uncompromising and in the same way ultra successful.
As the posters above have commented, Apple has grown very nicely for a long time. Saying you won't buy Apple because they can't keep doing it is weak.
What about Google, Microsoft, Amazon, etc? The same goes for them. Why is that reason not applicable to them?
As for the Fed, the Fed is pumping money into the system because the Legislative branch is incompetent. Didn't they say that already? I could swear I thought I heard Bernanke say that Congress needs to do their job.
You are right of course. You make a good point about why the Fed will not forecast a recession. Psychology plays a big part which of course affects the daily decisions of individuals in relation to spending.
iPhone Leak Of The Week: Both High- And Low-End Models On The Way? [View article]
Apple: Why I Am Strongly Bearish - Take Two [View article]
The point is people wait on line to get an Apple Tablet where they do not buy the Android ones. To be sure some Android tablets are pretty good, but lets not get ahead of ourselves.
Of course HP sold out their tablets after getting a tepid response by giving them away @ $100 each.
How Low Can The 10-Year Treasury Yield Go? (Part 1) [View article]
You state that short term securities can and do go negative. If they go negative enough investors will get a loss of principal ( and interest ), so how is this different from a longer term bond going negative and the investor accepting ( the same ) loss of principal?
I will agree that MM tend not to ( or can't ) invest in longer term vehicles. Not sure if this is by contract or not.
Apple: Why I Am Strongly Bearish - Take Two [View article]
Despite CEO Switch, I'm Strongly Bullish On Apple [View article]
Part of my point with these questions is you list your qualifications in a completely unrelated discipline. You use that as a springboard to state your opinion without really saying how your expertise translates to the environment you are commenting on. In logic this is called a false appeal to authority. I am not saying you are right or wrong in your comments, but your introduction is completely irrelevant to the topic of the article.
Intel: The Apple for Value Investors [View article]
Apple grows top and bottom line very nicely. Is that not what you want from a company?
Apple: Why I Am Strongly Bearish - Take Two [View article]
Here's What Stinks About The Steve Jobs Resignation Aftermath [View article]
I agree he won't make all decisions, but I have read many things where he does things no CEO should, like icons on a page.
I agree with the basic thought that Apple has many talented executives. I think Tim is an excellent operations guy. Apple leverages many people like him to put their products into the hands of customers, but Steve imposes his will on people and products inside and outside the company to a degree that I don't think anyone else does.
Also he is a great salesman. Apple will have to find someone else to enthrall the crowds.
What Steve Jobs' Departure Means For Apple [View article]
I have been trying to understand why the market values Apple so cheaply. The reasons offered are Steve Jobs's health, too much cash, no dividend, competition, the stock is to high, it can't grow anymore, etc.
Everyone worries about Steve's health, however the company is doing well and for the next few years does not have to develop the next new thing. In the meantime it can improve on what it has and make a lot of money doing so.
How The Steve Jobs News Impacts Apple In The Long-Term [View article]
Already you have the financial trolls out there looking to grab Apple's cash. I can see another round of very loud calls for a stock buy back to bolster the p/e ratio. As if that has anything to do with the company.
Can Tim Cook set a price and stick to it for various items and fight the content creators for that price. The 99cent price per song was a tough fight. The labels hated it and fought it. Will Tim Cook have the guts to stick to all the pressures that will be brought to bear?
Then there is the vision thing. Yes there are very creative people in Apple. Who say which features make it and which do not? Mobile Me was a disaster. Hopefully iCloud is a hit. It takes discipline and the guts to go against the tide. Steve was very good at this.
Apple Will Continue To Shine Without Jobs At The Helm [View article]
Is It Time To Buy Apple? [View article]
What about Google, Microsoft, Amazon, etc? The same goes for them. Why is that reason not applicable to them?
As for the Fed, the Fed is pumping money into the system because the Legislative branch is incompetent. Didn't they say that already? I could swear I thought I heard Bernanke say that Congress needs to do their job.
Next Stop: S&P 1,000 [View article]
You are right of course. You make a good point about why the Fed will not forecast a recession. Psychology plays a big part which of course affects the daily decisions of individuals in relation to spending.
The Great Earnings Yield Spread Divergence: The Bullish Case [View article]
This is purely a domestic issue. We have been putting pressure on them for how many years now? Has it worked? I think not.
Will Steve Jobs' Resignation Dim Apple's Prospects? [View article]
Analysts like you have been saying the company is too big for many years now.
Be the analyst you claim to be and look at the markets and Apple's position in them, then talk about your findings.