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MoeGiguere

MoeGiguere
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  • Apple's $1,000 A Share Solution [View article]
    Excellent and interesting article. Although the market doesn't expect any of those things to happen, you never know. Aapl is a very secretive company and although a stock split may seem more probable, we may as well be predicting the winner of the superbowl. I believe ultimately, aapl will do what is in its best interest over the long term...regardless of what we say. I also believe that short term movements like we have seen are manufactured by Hedge Funds and option players for their benefit in the short run. That's why I'm in Buy and Hold mode on this one. BTW, stood behind that sign at Katahdin a number of times in years gone by. Great shot...and drove my Austin Healey 3000 to get there.:>)
    Dec 26 10:05 AM | 1 Like Like |Link to Comment
  • The Upcoming Microsoft Train Wreck [View article]
    I just have no confidence that Microsoft can execute. Even if Surface would be prime to gain market share, management will figure out a way to screw it up....
    Nov 1 03:18 PM | 1 Like Like |Link to Comment
  • 2 Storms Coming [View article]
    Good article but I believe the market will immediately anticipate a better economy, earnings, business friendliness, new tax policy making American companies more competitive and rally. I think the massive sideline money will come into the market. I don't see a short term dip. But, what do I know??
    Oct 30 08:12 AM | 1 Like Like |Link to Comment
  • Apple Is Misunderstood By Both Analysts And The Media [View article]
    My sentiments exactly...one of my tweets last week: Moe Giguere ‏@MoeGig

    @petenajarian Hi Pete: Aapl beats (its) EPS by $1. Beat Rev. PE of 10 ex-cash. Analysts causing low pricing imho. Set bar too high.
    Oct 29 05:08 PM | Likes Like |Link to Comment
  • Buy Apple's Current Dip To Ride Its Likely Rise To $800 [View article]
    I know the diversification theory...tried it early on...some winners, some losers. Decided to put all my eggs in one basket a couple years ago based on fundamental and market analysis. Now I just "watch the basket"...has worked out quite well, thank you. Besides Apple, I day/swing trade stocks/options in my smaller trading account and that worked out because you cash up most every night. Helps pay the bills. With my knowledge of Apple, helps with option trades--put spreads, call spreads, directional bets, etc.
    Sep 29 11:58 AM | 1 Like Like |Link to Comment
  • Buy Apple's Current Dip To Ride Its Likely Rise To $800 [View article]
    Thank you for your analysis. I believe it to be right-on. Since Aapl is the only stock I own, I read every article about it....positive or negative...except for the acknowledged "haters" who bloviate on this site on occasion. As a reader you have to make an evaluation of articles that are objectively written with solid analysis behind them and those that aren't. I will definitely follow your articles going forward, and congrats on your success.
    Sep 29 09:53 AM | 5 Likes Like |Link to Comment
  • Tim Cook's Apple Mistakes Piling Up [View article]
    This guy's been a "hater" from way back.
    Aug 23 01:13 PM | 18 Likes Like |Link to Comment
  • China's Giant Catch-22 [View article]
    You have no idea what you're talking about. He's been a great analyst and spot on with 99% of his recommendations.
    Jul 27 05:38 PM | Likes Like |Link to Comment
  • 15 Reasons Why Apple Is A Once In A Lifetime Opportunity [View article]
    They actually understate their earnings by deducting all the US tax that would be paid on foreign earnings.
    Jul 26 10:58 AM | 8 Likes Like |Link to Comment
  • Apple (AAPL): FQ3 EPS of $9.32 misses by $1.04. Revenue of $35B (+22% Y/Y) misses by $2.5B. 26M iPhones sold, 17M iPads, 4M Macs. Shares -5.5% AH. (PR).  [View news story]
    I was thinking exactly the same thing.
    Jul 24 05:02 PM | Likes Like |Link to Comment
  • "What we’re working on now feels like the most important and the best work we’ve done," newly knighted Apple (AAPL) design chief Jony Ive cryptically tells The Telegraph. Rumors abound regarding a bigger iPhone, smaller iPad, and Apple TV set. Ive also evangelizes about Apple's philosophy: "What preoccupies us is that sense of care ... what our products will not speak to is trying to respond to some corporate or competitive agenda." (previous)  [View news story]
    I believe Jony Ive is the reason why Aapl will continue to succeed and innovate without Jobs. He, you may recall from the bio, was the guy who Jobs made a huge effort to recruit early on because of his engineering prowess. We also know Jobs was not an engineer, but a great Sales guy and, yes visionary, who mercilessly pushed Ive and his team to develop new stuff; but, I believe Ive played a large role in original design and development...I believe he is equivalently as important as Tim Cook, who I believe is proving to be an outstanding CEO. That's why I'm very long Aapl..
    May 23 11:09 AM | 7 Likes Like |Link to Comment
  • Apple Share Price Target: $815 [View article]
    You'll notice that the "Haters" never talk about valuation, discounted cash flow, growth, or anything else "fundamental". It's always technical. It's only since Cramer saw the light proposed initially by Pete Najarian that the rest of the crew begrudgingly mentions value on occasion.
    Apr 30 07:25 AM | 4 Likes Like |Link to Comment
  • Apple: Why Did You Doubt Them? [View article]
    Great call....read your article during the day and wrote down all your numbers. I'll definitely be looking to you in future quarters.
    Apr 24 09:40 PM | 1 Like Like |Link to Comment
  • Apple: Here It Comes [View article]
    No, sorry, don't agree. Aapl was undervalued before the drop and will continue to be undervalued until it's not. Doesn't anyone do fundamental analysis anymore? Isn't the objective of anyone who has studied Graham and Dodd (Buffet did and later Peter Lynch (we graduated from the same school the same year--but he's done better than I have) to buy low (value) and sell high.
    Apr 17 02:45 PM | 11 Likes Like |Link to Comment
  • Apple (AAPL -1.6%) is underperforming today on above-average volume. The Fair Labor Association's discovery of "non-compliances" at Foxconn's Chinese facilities, together with Apple and Foxconn's agreement to address the issues via new hiring and other measures, could have investors worried Apple will see higher manufacturing costs and lower margins.  [View news story]
    Great web site and agree with your philosophy. I have to learn more about selling options...your win-win sounds like a win.
    Mar 30 04:37 PM | Likes Like |Link to Comment
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29 Comments
73 Likes