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davioud

davioud
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  • Aswath Damodaran isn't crazy about David Einhorn's Apple (AAPL) preferred stock proposal. "Issuing preferred stock will not add value to the company," the finance prof. argues. Moreover, while such a move could lift shares by removing investor fears of never seeing much of the cash Apple generates, regular dividends and/or buybacks could do the same. Nonetheless, Damodaran is glad Einhorn is "rocking the boat," as it "opens the door to a healthy discussion about how Apple should deal with its large and growing cash balance." (previous[View news story]
    you do not need to invent a new gadget every 6 months to lift your stock. this is nonsense and silly . just do your job right, keep the revenue stream and have your shareholder participate in your cash. even if it means buying other companies or other businesses.
    Feb 9, 2013. 11:32 AM | 2 Likes Like |Link to Comment
  • Aswath Damodaran isn't crazy about David Einhorn's Apple (AAPL) preferred stock proposal. "Issuing preferred stock will not add value to the company," the finance prof. argues. Moreover, while such a move could lift shares by removing investor fears of never seeing much of the cash Apple generates, regular dividends and/or buybacks could do the same. Nonetheless, Damodaran is glad Einhorn is "rocking the boat," as it "opens the door to a healthy discussion about how Apple should deal with its large and growing cash balance." (previous[View news story]
    to Apple board :just do something , stop being arrogant ,
    Feb 9, 2013. 11:28 AM | 7 Likes Like |Link to Comment
  • Shareholder adviser ISS sides with Apple (AAPL), telling investors to vote for a company proposal to eliminate the usage of preferred stock, laughingly citing the potential for misuse in a takeover defense. On the issue of bundling the preferred stock provision with other measures, ISS agrees with Einhorn, calling bundling "not in the best interests of shareholders." [View news story]
    at least it is not as stupid as Cramer's ideas to have Apple use the money to buy Netflix at $180 when they did not buy it at 50 , or buy FIOS or CBS. Makes you wonder how much CNBC is irresponsible by putting this kind of anchors on the air.
    Feb 8, 2013. 11:29 PM | 7 Likes Like |Link to Comment
  • David Einhorn says he has met with Tim Cook and CFO Peter Oppenheimer in recent weeks about his preferred stock proposal, and that the two sides continue to talk in spite of his lawsuit. Einhorn adds Cook has been more receptive than Oppenheimer, and that he remains a fan of the Apple (AAPL +1.7%) CEO's performance. Meanwhile, the sell-side is giddy at the prospect of fresh dividends/buybacks: Barclays thinks Apple can increase its payout by 30%-40% without tapping overseas cash. (more[View news story]
    CRAMER wants apple to buy NETFLIX at $180 when they did not buy it at 50. He also wants them to deploy cash by buying FIOS or CBS.
    Crazy stuff on CNBC They and their commentators are gone nuts. Since these comments from Cramer this morning ,I am not watching CNBC anymore. tell Cramer we will not sell apple as he said, we will join the David in his lawsuit.
    Feb 8, 2013. 02:11 PM | 4 Likes Like |Link to Comment
  • Greenlight's "activism" on Apple is cited by Goldman this morning, which reiterates its Conviction Buy and $660 price target on the stock. AAPL +0.6% premarket. [View news story]
    yeh, henri blodget is now a frequent speaker on CNBC. the guy who predicted that YAHOO is going to 1,000 in 2000 and was prosecuted . How come he is allowed to be an analyst and commentator. I am selling all today and do not trust the stock market anymore. it is all manipulation.
    Feb 8, 2013. 09:33 AM | Likes Like |Link to Comment
  • Greenlight's "activism" on Apple is cited by Goldman this morning, which reiterates its Conviction Buy and $660 price target on the stock. AAPL +0.6% premarket. [View news story]
    and here is now CRAMER arguing that they should keep the money and suggesting they should buy FIOS. At least the other anchor is telling him this against any logic.
    Feb 8, 2013. 09:07 AM | Likes Like |Link to Comment
  • Greenlight's "activism" on Apple is cited by Goldman this morning, which reiterates its Conviction Buy and $660 price target on the stock. AAPL +0.6% premarket. [View news story]
    I wonder why CNBC will even allow some idiot to say that apple is only WORTH 200$ .This is no more a source of honest reporting. They have been bashing APPLE every single day . Are they jealous of not having the right to buy apple when it was soaring .
    Feb 8, 2013. 08:56 AM | Likes Like |Link to Comment
  • "Apple absolutely has to make an iPhone with a bigger screen," iPhone 5 owner Henry Blodget declares. While Apple (AAPL +0.1%) insists on using relatively small display sizes to guarantee effective one-handed iPhone use, devices such as Samsung's Galaxy S III (4.8" display) make the iPhone 5 look "puny and sad in comparison."  The iPhone 5's display size doesn't seem to be affecting its U.S. position much, as Strategy Analytics' numbers demonstrate, but international markets appear to be a different story. [View news story]
    customer outside the US ( that apple need badly now) cannot buy an iphone AND a ipad at 600$ a piece. They need a combo, which is what samsung is offering. Grow up and do not be stuborn. make two sizes as the ipad and the ipad mini
    Feb 5, 2013. 09:46 AM | 1 Like Like |Link to Comment
  • Apple (AAPL) is working on a cheaper iPhone that could launch later this year, the WSJ reports. One source says the device could resemble the regular iPhone, but "with a different, less-expensive body." The cheapest iPhone currently sold (the 8GB iPhone 4) goes for $450 unlocked, putting it out of the reach of many emerging markets buyers, as well as some prepaid buyers in developed markets. The fact low-end Android phones sell for much less (sometimes less than $150 unlocked) has done wonders for Android's international share. [View news story]
    Apple should simply forget the low cost phones. Act as BMW and Mercedes . They are the only car companies making big profits on small volume. Apple does not need to be the next NOKIA or TATA.
    Let the small player live , APPLE cannot and should not try to be the sole provider of smartphones. Just be different and UPSCALE.
    Jan 9, 2013. 02:02 AM | Likes Like |Link to Comment
  • A little more on Deutsche/Apple: The firm notes Japanese analyst Yasuo Nakane has long been cautious about FQ2 (March quarter) iPhone builds, and thinks the consensus for FQ2 iPhone sales has fallen to around 37M. The U.S. team thinks Nakane's estimates (45M builds in FQ1, 28M-30M in FQ2) implies upside to his FQ1 sales forecast, and downside to his FQ2 forecast. Meanwhile, his forecast for 17M-19M FQ2 iPad builds implies upside to an FQ2 forecast for sales of 15M. [View news story]
    Just short apple, you will sleep better and make money. All analysts are against , they will twist the facts to take it down.
    Jan 4, 2013. 04:11 PM | 1 Like Like |Link to Comment
  • Deutsche's U.S. team follows up on an overnight note from the firm's Japanese unit about iPhone production cuts by declaring Apple's (AAPL -2%) stock "has digested this supply chain issue and likely has lower unit production already priced in." Notable Calls is encouraged by this due to the track record of the analyst in question (presumably Chris Whitmore). Apple has bounced a little off its session lows. Cirrus Logic (CRUS -3.8%) and Skyworks (SWKS -2.9%) are faring worse. [View news story]
    I just do not understand how come APPLE does not communicate with analysts . They lost 200 BILLIONS dollars by not issuing any comment on the crazy rumors going on for 2 months now. This is equivalent to the debt of GREECE . There are no excuses unless those rumors are correct or else this is a very incompetent management and board. Therefore I decided to short APPLE . Right here.
    Stop defending APPLE with your comments . Anyone defending APPLE is most probably a hiding short looking for pop ups to short again.
    Jan 4, 2013. 01:38 PM | 1 Like Like |Link to Comment
  • Brian White tries to ride to the rescue of Apple (AAPL), reiterating his $1,111 price target after the company reported selling more than 2M iPhone 5s in its first 3 days of official availability in China. Also leaning against the Citi downgrade are Morgan Stanley and Barclays. Shares are bouncing from premarket lows, -1.4% to $502.49. [View news story]
    if APPLE management do not come out with a buyback quick, it will mean that their internal numbers are bad and the stock is going lower
    Dec 17, 2012. 11:20 AM | Likes Like |Link to Comment
  • Apple's (AAPL) FQ1 sales could get a bump from Wal-Mart (WMT), which has begun selling the 16GB iPhone 5 at a subsidized $127 at thousands of U.S. stores. The retail giant is also selling the 16GB 3rd-gen iPad for $399 (a $30 iTunes card is thrown in), and the 16GB iPhone 4S for $47. The size of the price cuts, good for the next 4 weeks, are eye-opening in light of Apple's history of limiting retailer discounts. They come as multiple analysts (I, II, III) strike a cautious tone on iPhone sales thanks to supply chain data. [View news story]
    apple users have been burned by small memory 16 GB. If you put in your music and specially your pictures , you are almost done. Therefore I agree that the iphoen 5 at 16GB is just a bait. Or for someone who was not going to buy an iphone in the first place. That is a smart way to bring in new small budget users. who cares about the margins for the holidays. We are in full sales period
    Dec 17, 2012. 07:03 AM | Likes Like |Link to Comment
  • More on the iPhone and its component suppliers: Jefferies' Peter Misek says contract manufacturer checks indicate suppliers have seen big order cuts in the last 24-48 hours thanks to ongoing production constraints. He thinks the iPhone 5's build rate is currently at 15M units/month, with a goal of reaching 20M/month in January. Misek his cutting his iPhone and gross margin forecasts for Apple (AAPL -3.4%), but believes demand is strong and that the Chinese launch may be muted due to bad weather and Apple's insistence on pre-ordering to prevent riots. (previous: I, II[View news story]
    Just stop listening and wait for the earnings, Turn everything off
    Dec 16, 2012. 08:13 AM | Likes Like |Link to Comment
  • Apple Drops 6.4% Due To Volatility And Uncertainty: The iPad Mini Is Out, Now What? [View article]
    all comments are self serving, it depends on whether you are long or short apple. Yes there are a lot of traders shorting apple when it goes up and turning around after it drops big . But yesterday was really special . They got all the bad news in one day: no special dividends, lower sales, margin requirements, margin compression, Samsung new unbreakable screen, Sony ,.... they should have let it drip day after day. Now what?
    Dec 6, 2012. 08:17 AM | Likes Like |Link to Comment
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