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  • A Better Entry Point For Apple Will Become Available For Patient Investors [View article]
    I don't necessarily agree with your evaluation on Apple but I do agree that patience is a virtue.

    Keep your eye on a stock you like. Sometimes they go on sale. Never be in a hurry.
    Aug 3 12:59 PM | 2 Likes Like |Link to Comment
  • Why Tim Cook Wants Mom And Pop To Buy Apple [View article]
    This is a popular brand dying to be a populist stock.

    They are going to have a very strong fall quarter.

    Lower price gives more investors opportunity to participate.
    May 13 09:48 AM | 20 Likes Like |Link to Comment
  • Apple Moving Toward Another Bubble [View article]
    No, but all else being equal, reducing the share count does increase the value of remaining shares.

    The point of investing is to buy low and sell high - so reducing share count serves that objective.

    It also gives investors the opportunity to take cash out their holdings as long term capital gains and to do so when it suits their financial goals.

    Apple also upped the dividend, so you now have a stock with three significant plays:

    1. Ownership of innovative patents, a team with a habit of delivering hit products, and the benefits of long term investing in R & D that have created a wealthy and loyal customer base.

    2. A history of dividend growth and a solid payout.

    3. The likelihood of further EPS growth.

    It's also a company that is delivering growth without leverage - cash on hand easily exceeds debt.

    I believe that it has also been proven that retail investors prefer stocks with prices between $40 a share and $100 a share - so by splitting the shares they are widening the potential pool of investors...not a rational thing, obviously, but nevertheless a service to existing shareholders.
    Apr 28 04:09 PM | 1 Like Like |Link to Comment
  • Apple Moving Toward Another Bubble [View article]
    This is a company that makes significant investments in R & D but maintains secrecy about its products until they are ready for market. It has proven wildly successful over the last decade.

    Buying back shares and splitting stock are widely accepted ways of boosting EPS and returning capital to investors and making stock ownership more appealing. That is their fiduciary responsibility as managers - so long as everything is on the up and up.
    Apr 28 03:42 PM | 5 Likes Like |Link to Comment
  • Kantar: Android takes share in U.S., iPhone gains in Japan, WP "stutters" [View news story]
    Good point.

    Another question is why market share is measured in units sold and not dollars spent - a professional with an iPhone who uses it to spend $500 a year on services and software represents more share than a kid with a cheapo Android phone.
    Apr 28 03:36 PM | 17 Likes Like |Link to Comment
  • Apple beats estimates on strong iPhone sales [View news story]
    Samsung spews products like there's no tomorrow. But they're not well thought out.

    Amazon throws things at the wall to see what sticks.

    Apple designs a handful of very thoughtfully designed and engineered products, introduces them occasionally and properly, and they sell to the customers who are most demanding.

    $46 billion in sales in a QUARTER.

    On a handful of products.

    Who else has pulled that off?
    Apr 23 04:46 PM | 44 Likes Like |Link to Comment
  • Apple announces 7:1 split, ups dividend and buyback plan [View news story]
    Clearly, this is a company that is going out of business.
    Apr 23 04:40 PM | 28 Likes Like |Link to Comment
  • Apple's Plan To 'Take By Storm' The Smartphone Market In 2014 Materializes [View article]
    One of the axioms of business success is to focus on what you're good at and try and eliminate distractions whenever you can.

    Amazon seems to want to be all things to all people.

    It's not a winning play. Or at least, it never has been.
    Apr 14 01:26 PM | 1 Like Like |Link to Comment
  • Reuters: 4.7" iPhone LCD production on tap, 5.5" model could be delayed [View news story]
    The overwhelming number of wireless phones that are sold have small screens.

    Apple sold 51 million iPhone 5s and 5c models last quarter in spite of the current screen size.

    This is not to say that larger size screens are not desirable - but there is a trade off between convenience/mobility and size/price.

    Larger screens have been available for some time - obviously since the iPad and iPad mini have been big sellers for years.

    Apple clearly believes (or believed) that the market for a larger screen was limited. The Samsung Galaxy 5 has found mixed success.

    My subway research indicates more larger screen models appearing - but not a majority by any stretch of the imagination.

    What I would love to see from Apple (or anybody) is a multimodal phone number - in other words, you could use your small iPhone, a larger iPhone, an iPad Mini or an iPad Air as your phone - all linked to the same number. You take the device you need at any given time but always have the same number. That would be a game changer.
    Apr 1 04:04 PM | 4 Likes Like |Link to Comment
  • High Yielding GE Is A Buy Again [View article]
    Slow, steady, consistent, intelligent.
    Feb 2 02:24 AM | 3 Likes Like |Link to Comment
  • Apple's Declining Advantage Is Undeniable [View article]
    The 5 S has fingerprint security and 64 bit processing. Once you've used the fingerprint technology entering a code is slow, cumbersome and annoying. The value of the 64 bit chip needs time for software to be written to take full advantage of it - but it will.

    No one else does the hardware/software integration of Apple - and that's where the superior experience comes from.

    Plus, Apple is investing in all kinds of interesting hires - far more interesting than any competitors - that will ultimately lead to better products that do more amazing things.

    Apple understands the way people work - nobody else is even close.
    Jan 24 06:07 PM | 4 Likes Like |Link to Comment
  • Apple lower amid report of muted China Mobile demand, price concerns [View news story]
    For honest reporting you would need actual reporters. When newspapers folded en masse and started giving away their product on line and Time Warner decided CNN was about Nancy Grace instead of Wolf Blitzer, the market for accuracy went out the window.
    Jan 17 02:00 PM | 2 Likes Like |Link to Comment
  • Apple cut to Sell at Standpoint over moral reasons [View news story]
    You might as well decide not to own the stocks of any company that makes: computers, electronics, automobiles, apparel, small appliances, shoes or any company that sells hard or soft goods at Wal-Mart. You should exclude companies that manufacture in China, India, Bangladesh, Pakistan, Vietnam, Taiwan or any countries in Asia outside of Japan.

    Apple actually pays better than many companies in the region. And Apple has recently begun manufacturing in the United States again, after moving most of their manufacturing from America to Asia in the 1990s. They did so in reaction to their competitors, who were cleaning their clocks.
    Jan 6 08:32 AM | 21 Likes Like |Link to Comment
  • Apple, China Mobile sign iPhone deal: WSJ [View news story]
    Apple is clearly hitting on all cylinders.

    iPad 5S is a home run. iPad Air is a home run. Retail stores continue to grow. Mac holds its own while PCs shrink. App store on its own is a massive business. They bought back $40 billion of shares at market lows - and the stock is on a steady, upward trajectory.

    Customers are rich, loyal and ready to buy pretty much anything Apple thinks is worth of producing.

    The danger is the Blackberry problem - arrogance and smugness and failure to see the road ahead. But Apple, at least so far, seems to get it in a way that BlackBerry still doesn't.

    Lots of naysayers on Apple in India - but they're selling everything they make. China Mobile has huge amount of market clout and doesn't NEED to offer iPhone but is doing so. Which means they believe there is a lucrative market.

    Apple is looking more and more like IBM in the 1950s. Lots of growth ahead. Lots of possibility. The products don't matter as much as the system does.
    Dec 4 10:53 PM | 11 Likes Like |Link to Comment
  • Look for institutional buying in Apple - UBS [View news story]
    Walked into an Apple store yesterday and bought two iPad Retina minis with no waiting. They seemed to have plenty of stock.

    Analysts are just guessing. And anyway, the value of an investment is over time - not next week. The dumping of Apple never made much sense - huge cash flow, loyal customer base, massive cash position, solid dividend. Has anybody noticed how Apple's retail presence is being copied by Microsoft, Intel and now even WIRED?
    Dec 3 08:05 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
252 Comments
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