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what do I know

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  • Why Apple Will Dominate China [View article]
    remember the riot when Apple opened in Chinese new year store to sell iphone 4s and the government ordered Apple to close store. At that time in my comment I had made exactly this conclusion by pointing out Apple's lack of organizational efficiency in dealing with the international expansion in business and I said therein that China was a world in itself equal to all of Apple's business elsewhere. Apple has to wake up , make good of the opportunity that China has to offer before China has a company of its own to offer the iphone ( smartphone similar to iphone!) . Apple, please hurry up and rise and shine!
    Apr 22 12:01 PM | Likes Like |Link to Comment
  • Bank Of America: Don't Wait For The Robins [View article]
    where do I start, how about the do gooders state AGs who are continuously looking to validate their existence and back biting B of A in the name of poor, innocent mortgagors in Arizona, Florida and Calif among other states where the mortgages were to finance a "flipping" by the buyers The banks fault was to lend them the money. I can't imagine this simple transaction, lending money may cause so much trouble for banks and the money came from the depositors, so in the end it was the depositors who suffered and then comes the write-off, so the shareholders were left behind holding the bags. According to the " sell" analysts the liability due to this business ( lending money to buy house) is infinity and specially for B of A (its Country Wide fiasco) this is what is going to kill it, there is no escape from it! So, no matter how many articles come out throwing positive light on B of A's earnings improvement there will be a disconnect between the share price movement and these positive analyses. Mr. Mayo and Ms. Whitney have to be won over and Mr. Bove and the present author don't count.
    Apr 21 10:46 AM | Likes Like |Link to Comment
  • Who knows whether Apple (AAPL) is over- or underpriced - different investors can come to different valuations - but after the week it's had (down 6% in three days, and 10% off its high), maybe you should look at paring that position (and considering how much Apple moves major indexes, you may own a lot more than you think).  [View news story]
    Listen folks! What the careful analysts are saying may be summarized as follows: the carriers won't pay Apple so much money as to reduce cost to the customers and consequently the gross margin will decrease and the eps will not continue the trend of the past. In other words profitability of Apple will be a thing of the past, Apple will become Microsoft.. Second, Samsung will displace Apple as king of the hill, period and Apple will become Nokia. I gleaned these two concerns from whatever led to the decline of Apple from $640. to $572 ( $ 68 ) and I don't see how a reduction of $68 out $640 is a 10% correction ( my calculation shows it to be 68/640=10.6%). Some people looking at chart are for a pull back to $555 or beyond! So, may be we listen to the naysayers and watch our backs!
    Apr 21 09:57 AM | 1 Like Like |Link to Comment
  • Bank of America (BAC) is downgraded to Sell from Underperform by Credit Agricole's Mike Mayo, who maintains his $8 price target. The action - coming from "stopped-clock bank bear Mike Mayo" - earns a spot in Jeff Matthews' "Least Helpful Call Dept." Shares +0.3% premarket.  [View news story]
    Yes! Can you figure this out! THE STRESS TEST! And the euphoria! What happened? Has it become personal, like Brian and Vikram have to go? Is the world going backward!
    Apr 21 09:17 AM | Likes Like |Link to Comment
  • Apple (AAPL) -1.3% after Canaccord's Mike Walkley, a long-time bull, slashes his FQ3 iPhone sales estimate to 29.34M from 33.58M, and his FQ4 estimate to a mere 26.11M from 33.58M. Walkley, who is nonetheless raising his PT to $740, says recent checks indicate iPhone sales have "modestly declined in certain developed markets," and expects this trend to continue due to new Android launches, Verizon's LTE promos, and iPhone 5 anticipation. FQ2 results are due on Tuesday.  [View news story]
    At 550 if you take off the cash and equivalents of 140 after March quarter you are left with 415 and dividing that by 2012 eps of $40. you come out with a P/E of 10.5! Why would you expect this kind multiple compression? In case you are right my hat's off to you, Sir!
    Apr 21 09:07 AM | Likes Like |Link to Comment
  • Samsung (SSNLF.PK) files another patent suit against Apple (AAPL), just a day after the two companies were ordered by a federal judge to hold settlement talks. The lawsuit claims Apple violated 8 patents.  [View news story]
    So, we still have EK, MMI, NOK, RIMM, to file suit against AAPL and vice verse, one can easily find out the maximum number of suits by combination. It is wastage of valuable resources when these companies may enhance their values by concentrating on fundamental research ( by forming a research consortium). Please somebody tell me these cases are not manifestation of "grapes are sour" by the lesser organization ( Remember the Chinese company suing AAPL over the use of ipad for Apple's product ). I wonder why in a country like China (with all its scientific brain power) there is no company like Samsung or Apple or Motorola ( you know there are nobel prize winners in Physics from China). To think of it why no competition to SBUX or MCD- nobody knows how to make coffee or hamburgers? These are all idle Friday afternoon
    thought byproducts when all the stock options (4/21/12) expire and I am wondering about all those who are long in AAPL call options above $600.
    Apr 20 02:35 PM | Likes Like |Link to Comment
  • Bank of America (BAC) is downgraded to Sell from Underperform by Credit Agricole's Mike Mayo, who maintains his $8 price target. The action - coming from "stopped-clock bank bear Mike Mayo" - earns a spot in Jeff Matthews' "Least Helpful Call Dept." Shares +0.3% premarket.  [View news story]
    he is an eternal "sell" analyst like Meredith W. Where is Dick Bove when we need him!
    Apr 20 01:55 PM | Likes Like |Link to Comment
  • Will Apple's Growth Stop In 2013? [View article]
    I have not stated that "purchasing shares hits the company finances" which you insist for the share purchaser to be an investor in the company. I showed you that the share price is an indicator of the value of the company and when you purchase share the transaction is like one partner selling his portion of the partnership and thereby the person who bought the partnership portion became an investor in the company. Now it comes out ( from this response ) that you have to be an institution holding millions of shares to be an investor. So a large share owner is a large owner and a smaller share owner is a small investor! Peace!
    Apr 20 09:59 AM | Likes Like |Link to Comment
  • SanDisk: Sell-Off Continues After Dramatic Outlook [View article]
    complete wastage of time to read this for only one sentence related to investment idea!
    Apr 20 09:26 AM | Likes Like |Link to Comment
  • Apple (AAPL) -1.3% after Canaccord's Mike Walkley, a long-time bull, slashes his FQ3 iPhone sales estimate to 29.34M from 33.58M, and his FQ4 estimate to a mere 26.11M from 33.58M. Walkley, who is nonetheless raising his PT to $740, says recent checks indicate iPhone sales have "modestly declined in certain developed markets," and expects this trend to continue due to new Android launches, Verizon's LTE promos, and iPhone 5 anticipation. FQ2 results are due on Tuesday.  [View news story]
    deer... : you are absolutely light in your assertions but my issue is that Mr. W is concerned about FQ 3 and 4. For AAPL where everyday is a new day how could anybody see so far ahead in the future. Does he talk about penetration in China and the intro of itv or iphone 5, o he does not and he increase the price target. No, No, I do not think today's and tomorrow's price action has anything to do with Mr. W's forecasting fortitude. But, then again, I think this price behavior might be connected to April's option expiring tomorrow, 4/20/12.
    Apr 19 04:50 PM | 1 Like Like |Link to Comment
  • Peabody (BTU): Q1 EPS of $0.67 beats by $0.13. Revenue of $2.04B (+17% Y/Y) in-line. (PR)  [View news story]
    If the company revenue is in line with estimate and eps is more then it shows that efficiency is better than estimate! I am confused and monetarily hurt that the share price is down all the way from above 40 to below 30.
    Apr 19 10:38 AM | Likes Like |Link to Comment
  • Will Apple's Growth Stop In 2013? [View article]
    Davel: now you missed me, I don't know what you are talking about, we started with when you buy a stock in a company if you are investing in the company. I said that you become an investor in the company when you buy a stock in the company and you continued to say that you are not. So, at the end I said that if you think the stockholders are not investors then let it be that way. I want to part as friends.
    Apr 19 10:29 AM | Likes Like |Link to Comment
  • Bank Of America's Results Are Surprisingly Encouraging [View article]
    B of A's revenue was $27. b and did not miss the estimate.
    Apr 19 10:20 AM | Likes Like |Link to Comment
  • Will Apple's Growth Stop In 2013? [View article]
    Theoretically, the transactions should hit the corporate books as you ( no, I won't say whose attic is vacant ) are expecting but don't you see how often should this happen, I mean corporate books adjusted for these transactions, daily? monthly? annually? So, the people remember these transactions and when some party wants to buy the company they look at the closing prices ( according to some algorithm ) and settle on the purchase price and you derive the benefit of any appreciation in the stock price. Have I helped you? I don't want this to develop into a verbal warfare but if you think you are not investing in a company when you buy its stock let it be that way.
    Apr 17 09:54 AM | Likes Like |Link to Comment
  • Apple Airline: The Only Way To Fly [View article]
    Seriously folks, Apple's cash is burning hole in Apple's pocket. in keeping with Apple's tradition of vertical diversification, I think it may be an idea to buy out all the tower companies, and allocate some resources to research the tower technology and improve upon them. Next move could be buy out AT & T or Verizon to have some freedom from carriers' whim about subsidy.
    Apr 16 02:38 PM | Likes Like |Link to Comment
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