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  • Why Apple Is Best Positioned In Smartphones, In One Chart [View article]
    Yes, being a very large holder of Apple stock it has been extremely frustrating to watch these companies that barely earn one thousandth of what Apple earns selling at 980+ times earnings. I have made a small fortune buying and selling Apple over these the last four to five years. I can only tell you that had I been patient over that same period, my small fortune would have been a big fortune, well over 2 million dollars. I have learned my lesson: patience with this stock. I can still recall those sleepless nights when it fell to the 380s and the talking heads on CNBC telling us that it was only a matter of months before it was going to the low 40s. Again, lesson learned: patience avoid listening to the noise.
    Nov 30, 2015. 02:39 PM | 12 Likes Like |Link to Comment
  • Apple: Scaling The Great Wall With Apple Pay [View article]
    Right you are Asa. Apple is building an empire of services and streams of revenue. If on the first day of a new item Apple does not have 100 billion sold or customers, the prognosticators tell us its a flop. At 12 times earnings and the most profitable company in the history of the world, my money (literally) is on Apple to continue to grow. Its seems that every new product that Apple produces, if its not an immediate success selling billions, analysts tell us its not enough "to move the needle." Time will tell, since Apple has few products and services that tend to be failures.
    Nov 25, 2015. 03:17 PM | 7 Likes Like |Link to Comment
  • Apple: Slowdown In India? [View article]
    "It's also possible that the 20% - 50% drop in demand, as witnessed by a few retailers being surveyed, could be simply due to Apple India's sales mix shifting more toward e-commerce platforms."

    From this limited inspection of a few retailers you are prognosticating doom and gloom. Really!!!
    Nov 19, 2015. 11:27 AM | 7 Likes Like |Link to Comment
  • Quarz Capital Management's Open Letter (Dated Nov. 10, 2015) To Apple Pushing For Split Of Apple's Software And Services Operating Numbers [View article]
    I fully agree with the main point of this hedge fund letter. Most Apple shareholders are in agreement that Apple is undervalued. We need only look at what happened when Google did a similar offering and their stock took off. such an idea would also go far to eliminate the "law of large numbers" argument that Apple is so large that anything they do will not move the needle. i.e. selling the AppleWatch will bring in billions but will not change the bottom line too much. This is an idea seriously worth exploring by the Apple Board of Directors. Tim may not read Seeking Alpha as one respondent alluded to, but he does not have to. The letter was sent to him directly. If he has any smarts, and I believe he does, he will explore the idea with his BOD. Its only a proposal, not a command, but the idea is worth serious considertion.
    Nov 19, 2015. 09:50 AM | 16 Likes Like |Link to Comment
  • Apple touched by Goldman; up 1.6% [View news story]
    It's embarrassing to investors that Wall Street is an institution that is built on the assumption of a company making money, and Apple is the greatest money-making machine in the history of the world. There is not doubt that Apple just does not get its due. This is especially true when you look and see Wall Street rewarding companies that make a pittance of what Apple makes selling for 900+ P/E.
    Nov 18, 2015. 09:35 AM | 7 Likes Like |Link to Comment
  • iPad Pro: Another Reason To Sell Apple? [View article]
    It just baffles me why analysts are so anxious to bash Apple, a company that still manages to grow its top and bottom lines while achieving $200B in sales each year. Yet, analysts fall all over themselves in boosting Amazon, which made a profit of $79 million, yes with an "m," for the quarter, or Google which only sells advertising from which 92% of their sales and earnings come from. For the life of me I cannot understand why everyone just wants to look at Apple and find chinks in their armor while painting a picture of doom and gloom. Everything they do is criticized, but they still continue to grow and sell product. This year everyone said it was impossible for Apple to match the sales of iPhones last year. They do exactly that and yet, analysts complain that was a one off, and they cannot do it again. Will it ever end? This is the most well-run, successful company in the history of the world and it deserves greater respect than it receives.
    Nov 14, 2015. 10:45 AM | 35 Likes Like |Link to Comment
  • Apple: Q1 2016 Could Be A Harbinger Of Softer Days Ahead [View article]
    Michael it's not surprising to read a negative article by you following the misleading report from the analyst from Credit Suiss. So typical that five analysts say Apple's supply chain is strong, but it takes one negative to drive the stock down 3%. You have been down on this stock for so many years now, its not even necessary for you to end your articles with "I am short the stock." You must be taking a financial beating over the years with that prediction. Everyone uses you as a canary in the coal mine: when Michael writes sell, better days are ahead.

    Every report I read says that Android users are switching to the IOS system, especially now that the one advantage of the large screen has been taken from Android. All of these Android phones cannot compete against Apple in the $400+ category. Apple sits by and let's all the Android manufacturers cut each others throats over the low priced, cheap phones that make it difficult for them to make a real profit. Apple and Tim Cook are laughing all the way to the bank.
    Nov 11, 2015. 08:24 AM | 2 Likes Like |Link to Comment
  • Apple Watch Market Disruption: It's A Battle For The Wrist [View article]
    Its almost a misnomer to say its a watch, since it only resembles where on the body it is worn. Some analysts criticize Apple about the watch but I think its the analysts that do not get it. The watch is all about things like apps, games, news, health, communicating, etc. and not about what time it is. If that was the only thing the watch did it would turn to be a dud. Apple, not surprisingly, is again ahead of the curve in that it is raising its flag on the pole of the next big thing. If you want to laugh, go back and read the comments about the iPhone when it first came out. A gimmick, it will never catch one, too confusing to use, etc. That is why most of us on this chat own or believe so strongly in Apple and its product line.
    Nov 9, 2015. 10:54 AM | 2 Likes Like |Link to Comment
  • Apple Watch Market Disruption: It's A Battle For The Wrist [View article]
    Millennial may not wear traditional watches, but Apple has a watch that is not traditional. Millennial love technology, and what could be more technologically advanced than a computer on your wrist. A watch does two things: its tells you the time and if its expensive, it tells others that you are rich. Once we get past those two, most millennial will wear a watch to communicate, to check emails, and to keep up on the health of their body. Those are things that millennial want and many will gravitate to the Apple Watch as it becomes more and more invaluable.
    Nov 9, 2015. 10:48 AM | 5 Likes Like |Link to Comment
  • Apple's Mac Sales Continue To Grow, For Now [View article]
    You almost seem surprised that Mac sales would grow when the rest of the industry is undergoing a contraction of sales. The most likely reason for this is that once someone "enters" the Apple ecosystem, they see how simple Apple products are to use and smooth as silk to operate.

    As a result, when someone wants to buy a computer they now gravitate towards the Mac line. I do not believe this will diminish going forward, but will only grow as the numbers of people desert the Android operating system and move to Apple. As Tim Cook stated in the last quarterly conference call, almost half of the new customers buying iPhones were former Android customers. To me that is one of the most telling statistics of all and bodes well for Apple products to grow.
    Oct 30, 2015. 11:05 AM | 15 Likes Like |Link to Comment
  • Apple: The Music Will Stop Eventually [View article]
    West End, its is starting to get tiring reading your criticism. I stopped reading Michael Blair for this same reason. Although you are certainly entitled to your opinion, you have an obligation to get all the facts straight, not just the ones you want to use to make your point.

    One important fact that you neglected to mention, among several others, is that more than half of iPhones sold were to previous Android users. Interpretation: Apple is slowly killing-off the competition at the low end as more and more consumers rely on their smart phones for everything. Consumers eventually learn that buying a less expensive brand may be appealing from a price point, but the frustration with having it performed at a high level is just not there. Thus, people will pay more for a highly reliable smart phone, enter Apple. Once they come into the Apple ecosystem, they rarely if ever leave since they get use to their products performing well.

    Also, the category that included the Apple Watch increased by about 60%, while Swiss watch makers are seeing a sharp decline in watch sales (8 to 9%). Interpretation: more and more customers are moving over to the Smart Watch. Not yet a major category, but each quarter it continues to grow in sales and profits.

    However, Apple does not deserve your respect. Instead, analysts of your ilk look to Amazon, which made 79 million for the QUARTER, while Apple makes about 100 million per day, about 50+ billion for the year. Yet, Amazon "serves" to rise 90% for the year? Give me a break.
    Oct 28, 2015. 03:08 PM | 8 Likes Like |Link to Comment
  • Apple: The One Item Nobody Is Mentioning [View article]
    Your articles sounds positive and was an interesting read. Unfortunately at the sake of sounding like a pessimist, the actual numbers, no matter how good, will be bashed by most analysts. Most companies sell a particular product, Nike, Coke, Pepsi, BMW, GM, etc. That's why they are successful. Its only Apple that is bashed and constantly denigrated since most of its revenue comes from the iphone. Let's bash Coke since most of their revenue comes from selling soda. Let's destroy BMW since almost all its revenue comes from selling cars. When you really take a close look at why they trounce Apple at every turn, its rises to the level of absurdity.
    Oct 19, 2015. 11:51 AM | 16 Likes Like |Link to Comment
  • Apple: Mac Sales Delivered Increased Market Share But Still Posted Negative Growth [View article]
    You always seem to come away with some negative spin of something that Apple is not doing correctly or properly. Please do not take that to mean that I think Apple does not make mistakes or do things that I personally do not agree with. However, in general they are an amazing company that does not get the credit they deserve. They are most profitable company in the history of the world. Obviously to get to such a position it must mean they are doing several things correctly. Just a suggestion, but it might give your articles more credence if you deviated from the Michael Blair scenario and once in a while said a some things that were positive of Apple. Just my two cents ......
    Oct 12, 2015. 06:28 PM | 16 Likes Like |Link to Comment
  • Apple Short Interest Surges: A Contrarian Indicator? [View article]
    No matter what the numbers are in sales this weekend, Apple will not move on the news. Even if they sold 14 million iphones, the talking heads will tell us this period was longer than last year, Apple purposely pumped up sales reports, etc.

    When you are Apple, you are only able to get a spot with Melissa Lee if you bash the company. CNBC loves you and gives you air time. Where are all of those prognosticators that said Apple was going to 40, Apple's best days are over, they will never have a new product, etc.
    Sep 26, 2015. 08:30 AM | 3 Likes Like |Link to Comment
  • Apple Short Interest Surges: A Contrarian Indicator? [View article]
    I am not sure about near term, but there might be a short pull back in Apple's share price. However, if you are an investor and are about the future, I think its pretty amazing. Look at what Tim Cook is doing with this company, and I think you cannot help but be impressed. Their expansion into Apple Pay, the watch , partnership with IBM and Intel into the commercial field, and the rumors about an auto and a new streaming service that might be on the horizon. There are just too many positives going forward for this company and too many new streams of revenue to keep this 800-pound gorilla from moving higher in the future.
    Sep 25, 2015. 10:33 AM | 8 Likes Like |Link to Comment