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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]
    to Apple board :just do something , stop being arrogant ,
    Feb 9 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 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 02:11 PM | 4 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]
    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 11:32 AM | 2 Likes Like |Link to Comment
  • Apple (AAPL -2.1%) roundup: 1) As Verizon's Q1 iPhone sales get dissected, critics are noting the 35% Q/Q drop in sales from Q4 is bigger than the 24% drop seen last year. Others think Verizon's remarks about wanting to lower subsidies bodes poorly, though Apple has more leverage here than most Android OEMs. 2) Digitimes reports Apple recently stopped placing Mac component orders to digest inventories, and (in a break from convention) hasn't provided a Q2 shipment forecast. 3) The latest from the iRumor mill: A picture said to show the low-cost iPhone's plastic case, and a report the 5th-gen iPad will be 25% lighter and 15% thinner[View news story]
    Apple is like SONY, it will be forgotten soon.
    Anyone telling you keep apple stock or buy apple is probably short apple. they need idiots to buy so that their short will work. Just look at the daily volume.
    Apr 18 03:37 PM | 1 Like Like |Link to Comment
  • Tim Cook responds to criticism of Apple's (AAPL -1.6%) Chinese repair/warranty policy by state-owned media outlets and a government agency by issuing an apology letter that outlines repair policy changes for the iPhone 4 and 4S. Separately, Fidelity Contrafund, Apple's biggest active shareholder, discloses it cut its stake in the company by 10% in January and February, to 10.4M shares. [View news story]
    do not bash Samsung. they are the winners, and the winner is always right. Apple and cook are losers. period.
    Apr 1 01:25 PM | 1 Like Like |Link to Comment
  • Tim Cook responds to criticism of Apple's (AAPL -1.6%) Chinese repair/warranty policy by state-owned media outlets and a government agency by issuing an apology letter that outlines repair policy changes for the iPhone 4 and 4S. Separately, Fidelity Contrafund, Apple's biggest active shareholder, discloses it cut its stake in the company by 10% in January and February, to 10.4M shares. [View news story]
    one other nail in the coffin. hello sony
    Apr 1 01:02 PM | 1 Like Like |Link to Comment
  • Apple (AAPL -0.4%) has cut its calendar Q2 iPad Mini orders to the 10M-12M range, sources tell Digitimes, which is generally better at reporting on supply chain activity than future product launches. The site claims the cut is due to "increased competition" from 7" Android tablets, but adds Apple is adjusting reserves ahead of a likely calendar Q3 refresh. AU Optronics (AUO -2.6%) and LG Display (LPL +0.2%) supply LCD panels for the Mini. [View news story]
    numbers ,sales, profit this is what count and until they beat their estimates ( which they did not in the last few quarters ) they are dead money. stop blaming the others.
    Mar 28 06:17 PM | 1 Like Like |Link to Comment
  • Apple (AAPL -0.4%) has cut its calendar Q2 iPad Mini orders to the 10M-12M range, sources tell Digitimes, which is generally better at reporting on supply chain activity than future product launches. The site claims the cut is due to "increased competition" from 7" Android tablets, but adds Apple is adjusting reserves ahead of a likely calendar Q3 refresh. AU Optronics (AUO -2.6%) and LG Display (LPL +0.2%) supply LCD panels for the Mini. [View news story]
    one more nail in the coffin for apple. it will end like sony.
    Mar 28 02:19 PM | 1 Like Like |Link to Comment
  • Estimate cuts from Pac Crest's Andy Hargreaves are helping Apple (AAPL -2%) underperform. Citing weak demand for the 9.7" iPad - he thinks this is likely "a sustained trend" as demand shifts to smaller/cheaper tablets - and a demand pause ahead of a refresh, Hargreaves is cutting his FQ3 (June quarter) iPad forecast to 15M units from 18.5M. He also thinks "the high end of the smartphone market is quickly becoming saturated," and has lowered FQ2 and FQ4 revenue/EPS estimates further below consensus. Hargreaves cut Apple to Sector Perform on Jan. 16, when shares were at $503. [View news story]
    best buy is offering the iphone 5 at a discount. Do you think they will do it if apple did not give them a break. Apple is trying at all cost to increase the iphone sales before the end of the quarter, that means they are in trouble. they should preannounce .
    Mar 27 06:22 PM | 1 Like Like |Link to Comment
  • Estimate cuts from Pac Crest's Andy Hargreaves are helping Apple (AAPL -2%) underperform. Citing weak demand for the 9.7" iPad - he thinks this is likely "a sustained trend" as demand shifts to smaller/cheaper tablets - and a demand pause ahead of a refresh, Hargreaves is cutting his FQ3 (June quarter) iPad forecast to 15M units from 18.5M. He also thinks "the high end of the smartphone market is quickly becoming saturated," and has lowered FQ2 and FQ4 revenue/EPS estimates further below consensus. Hargreaves cut Apple to Sector Perform on Jan. 16, when shares were at $503. [View news story]
    just ask around you what are customers buying. I did not hear a lot of people buying anything, no iphone , no Samsung. The market is saturated .
    Plus there is a big promotion from best buy for the iphone 5. This is a bad sign at the end of the quarter, similar to the wallmart promotion before XMAS.
    Mar 27 01:42 PM | 1 Like Like |Link to Comment
  • Apple (AAPL) is sued for patent infringement by Intertrust Technologies, an early pioneer in digital copyright protection jointly owned by Sony (SNE) and Royal Philips Electronics (PHG). Intertrust has won these things in the past, getting a $440M settlement from Microsoft in 2004. [View news story]
    why now if they sued microsoft in 2004
    Mar 20 06:48 PM | 1 Like Like |Link to Comment
  • Aswath Damodaran isn't crazy about David Einhorn's Apple (AAPL) preferred stock proposal. "Issuing preferred stock will not add value to the company," the finance prof. argues. Moreover, while such a move could lift shares by removing investor fears of never seeing much of the cash Apple generates, regular dividends and/or buybacks could do the same. Nonetheless, Damodaran is glad Einhorn is "rocking the boat," as it "opens the door to a healthy discussion about how Apple should deal with its large and growing cash balance." (previous[View news story]
    increase dividend by 100% ,10/1 split the stock this will help
    1/ make the stock affordable to small investors
    2/ get rid of the wild swings +10 or -10 everyday that attracts machine trading and all other crooks who spread rumors
    3/ finish with the casino or lotto mentality .
    And just look for the stock to go up slowly , this stock is now used by casino gamblers.
    Feb 9 12:55 PM | 1 Like Like |Link to Comment
  • "Apple absolutely has to make an iPhone with a bigger screen," iPhone 5 owner Henry Blodget declares. While Apple (AAPL +0.1%) insists on using relatively small display sizes to guarantee effective one-handed iPhone use, devices such as Samsung's Galaxy S III (4.8" display) make the iPhone 5 look "puny and sad in comparison."  The iPhone 5's display size doesn't seem to be affecting its U.S. position much, as Strategy Analytics' numbers demonstrate, but international markets appear to be a different story. [View news story]
    customer outside the US ( that apple need badly now) cannot buy an iphone AND a ipad at 600$ 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 09:46 AM | 1 Like 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 04:11 PM | 1 Like Like |Link to Comment
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32 Comments
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