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what do I know

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  • On Apple And Vertical Integration [View article]

    good reason why AAPL should look at the use of their money. Samsung could acquire Micron to increase both DRAM and NAND markets. But, the question remains why with all the capacities Samsung is lacking in "Innovation" , why it has to copy AAPL , why so many lawsuits all over world. I think this is a world record of lawsuit covering intellectual properties. Is there any hope for AAPL to inch up their "Gross Margin"- may be all these outside discussion of Apple's management should bring in some new air to the management.
    Nov 20, 2013. 10:52 AM | Likes Like |Link to Comment
  • Cirrus Logic: Window On Apple Sales Trend, Shades Drawn [View article]
    Just because Cirrus lost its supply besides does it mean that Apple business will also decrease! The author presents Maxim whose business did not go down. May be the business of Cirrus went to other supplier and if that is the basis for any downgrade of AAPL then it only means that the rating of AAPL means nothing to investor, as it means that Barclays was waiting for this news as some additional support for its rating of AAPL.
    Nov 19, 2013. 02:10 PM | Likes Like |Link to Comment
  • I'm Taking A Bite Out Of Apple With Its Juicy Dividend, Growth And Value [View article]
    To the author: Now the products intro is over for 2013. So, how do you feel!
    Nov 18, 2013. 09:42 AM | Likes Like |Link to Comment
  • A Buy-And-Hold Strategy On Chesapeake Is Still Valuable [View article]
    I was following the article nicely and then came the last paragraph and am little confused as the author did not explain why for the last but one sentence, "if we examine the future outlook of oil and NGL prices then current shift towards higher liquid mix will have a negative effect on company's profitablity and cash flow". This needs a little bit clarification, am I right.
    Nov 15, 2013. 03:15 PM | 1 Like Like |Link to Comment
  • Apple: A Premium Brand Generating Premium Earnings For Investors [View article]
    Very well thought out presentation and I hope that the management of Google and Samsung should heed to the essence of the writing that R & D is the main driver of any technology company ( and it is not just what the other company is doing ).
    Nov 15, 2013. 10:17 AM | 4 Likes Like |Link to Comment
  • Updated Outlook For Crude Oil [View article]
    The first thing that came to mind is the price forecast of Brent in the range $95-$115 par barrel was the main conclusion by the esteemed author. The conclusion was not delved in the detail in the body of the article and I do not know how it came by.

    O.K. at first the authors dropped the price comparison of the WTI, LLS Brent but besides the write up would be drawn heavily by management of various refineries. I seriously think people should ask why gas should be stuck above $3/ g when there is a glut of crude all over US and why the various refineries won't expand to use this over supply of crude and why US should not participate in exporting gas and by-product of crude. and use to decrease the trade imbalance.
    This write- up have wealth of information.
    Nov 12, 2013. 03:31 PM | 1 Like Like |Link to Comment
  • Apple: Dangers Of Misreading Smartphone Data [View article]
    I thought that since Mr. Josh Arnold was being discussed in this write up his comment on Mr. Manness presentation would be very welcome. Like in many statistical thesis the sample ( size, population, etc.) determines the conclusion. Probably like the 9 m figure ( the iPhone 5C and 5S sales during the first weekend) this point of who is poaching whom, etc. would be solved later when the company release the amounts with the first quarter of 2014.
    Nov 11, 2013. 11:33 AM | Likes Like |Link to Comment
  • Apple: Owner Earnings, Owner Earnings Yield And Payback Years [View article]
    Thank you for your time. You have used " walk away" more than once but investing is a serious thing and people do not go away because the analysis is not feasible, I hope I am not hurting you.
    Nov 8, 2013. 09:47 AM | Likes Like |Link to Comment
  • Apple: Owner Earnings, Owner Earnings Yield And Payback Years [View article]
    Dear John Rhodes: There are so many points to make. Some are: you are missing that the procedure should be applicable to all securities. Securities that have no earning just deficits, year after year ( crm, amzn, etc.) for which the PEG's are incalculable ( a favorite term is: not available) or for which the growth is not irregular, etc. how do you use your method. The growth is in future ( ceteris paribus) and the method just relies on past, your models is devoid of credit to the balance sheet ( all the yield in IBM is uncertain) and for IBM the company is liable for the debts, the company can not claw back its shareholder all the dividends it paid them from the borrowed money ( like AAPL IBM has lots of money in Ireland) as money is fungible. Now just use your Procedure to AMZN AND CRM, etc. and I will look into seriously without the name dropping effect, like Mr. Buffet.
    Nov 7, 2013. 11:17 AM | Likes Like |Link to Comment
  • What If Apple Weren't A Tech Stock? [View article]
    Chuck Carnevale: It is needless to say your write-up is superb. But, I have one question_ you are saying that the invisible hand of Market had not been fair to AAPL ( I agree to that) but then you go on presenting all those graphs and writes up explaining that Market has been more than fair to PCLN, CRM, AMZN, GOOG, etc. I mean What Gives", are you intelligent enough to explain this Gundlach, Kass, Eassa, etc. Are you happy just to collect some accolade from people like me who have suffered enough from Market, is that all that you want. You got it.
    Nov 4, 2013. 11:51 AM | Likes Like |Link to Comment
  • I Hit Apple's EPS For The Second Quarter In A Row - Here Are My Initial December Quarter Estimates [View article]
    Larry Dannemiller: Actually you have not seen any "contorted analysis" because there are none as all the analysts have upgraded the price target after they saw the fourth quarter result. The price movement is the same before and after the result as all the big money managers are for AMZN, GOOG, NFLX or FB.
    Oct 30, 2013. 02:30 PM | Likes Like |Link to Comment
  • I Hit Apple's EPS For The Second Quarter In A Row - Here Are My Initial December Quarter Estimates [View article]
    I think you have included too low gross margin ( some numbers) in your estimate of eps because with your high estimate of iPhone your eps would have been way too high.
    Oct 30, 2013. 02:20 PM | Likes Like |Link to Comment
  • Apple Should Be Like Bloomberg [View article]
    The famed financial theory is that a corporation can not alter the financial structure to maximize share holders wealth, it is independent of the ratio between debt and equity. So, to buy back Apple has to borrow money, what Apple does with money is up to management, buy back share or declare dividend.

    Remember Cash is King, right now Mr. Icahn is friendly to Mr. Cook but Apple has no money there will be no Icanhn to have lunch with.
    Oct 30, 2013. 12:03 PM | Likes Like |Link to Comment
  • "Beat-and-raise" quarter for Apple impresses sell side [View news story]
    But do you stop to think who is reading this "upgrading" by the Analysts group. I have on my side the whole table that shows the "Analyst" and their affiliation and this kind of news of upgrade covers all most all Analysts ( except Gene Munster).

    I think all the Analyst can go home and do not have to waste time on Apple.
    Oct 30, 2013. 11:41 AM | Likes Like |Link to Comment
  • Apple Will Get Its Groove Back In FY2014 [View article]
    Dear Sabius Research: I read your narrative of Apple very attentively. What I read was very pedantic, it came to nothing new, you went to the P/E , PEG, etc. but there is a chasm between the "investor" ( may be the whole day's order is just shorting there is no long position , it has been this way for about a year) and the analysts The analyst say Apple is undervalued and the investors are saying "hell with Apple" and going toward FB , GOOG, NFLX or AMZN, etc.
    The common public is saying what is wrong with Apple , what ever they are presenting to market are just renovation and not innovation, what happened to the "wow" factor that accompanied every product introduction. Why Apple is not able to have one meeting of product introduction that will have one tiny "wow" factor. Please do not go into the forest of how market values Apple and give some idea to Cook about "how" to bring in the "one more thing" in analysts' conference.
    Oct 30, 2013. 11:03 AM | Likes Like |Link to Comment