Slow down there Tesla Motors (TSLA). A blog post from Chrysler (FIATY.PK) says the EV automaker is "unmistakably incorrect" in its statement on being the only U.S. automaker to have fully repaid its government loans, noting Chrysler paid off U.S. and Canadian government loans ahead of schedule. On Tesla, Chrysler asks if it's a short memory or a short-circuit that led to the disputed claim? [View news story]
Dear Chrysler,
1. Companies that have filed for Bankruptcy needs to STFU 2. You are now an Italian company, not American. 3. Please make better cars.
1. When Google gets as many credit cards on file as Apple does; and when Google gets as many engaged users as Apple does paying for apps, music, and videos - Then talk.
2. When MSFT develops the eco-system that Apple does, then we'll talk about scale.
Your Quote: " I also believe that AAPL's market value will be lower than GOOG and MSFT's because Apple's business has nowhere near the scale of Google or Microsoft."
Google Vs. Apple: Death By A Thousand Paper Cuts [View article]
So 75% of every dollar on mobile advertising goes to iOS doesn't mean any thing to you? Google has to be on iOS to be profitable in mobile. Apple doesn't need to do anything for Android. Death by a thousand cuts? Maybe. Google's death by a Apple search sledgehammer - also a maybe.
Investors Should Keep Apple In Their Portfolios [View article]
grow at 0%? Don't you think thats pretty good for a Q1 that has 1 less selling week? present management got the company where it is. Steve Jobs is awesome, but the technical workings behind the company is Cook + company.
Investors Should Keep Apple In Their Portfolios [View article]
please explain to me why Apple should yield at 3.03% ($2.65*4/$350), the same as General Mills at 3.1% with Apple 4x General Mill's growth rate? Also please justify Apple yielding 2x more than the US 10yr with arguably higher credit ratings?
I disagree with you. Non-iOS operating systems in China is really fighting over scraps in a race to the bottom - way more so than developed markets like the US. Also disagree with you is the high cost of entry of Apple products - which does not seem to phase Chinese buyers yet. In India though, Apple is not as successful. However, recently Apple introduced installment plans and have started to gain traction even in India. This means that an hybird strategy in China could help Apple capture the bottom feeding Android crowd.
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]
A mutual fund making its move is signal that the opposite is going to happen. haha
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]
maybe its time for you to go. sell your shares of AAPL because you obviously dont know jack about Tim Cook and what he has done for the company. "constant mis-steps"? give me a break.
Oaktree Capital Offers 8.4% Yield Led By Legendary Howard Marks [View article]
Howard Marks is pretty old. The 8.4% can easily be cost of capital on betting when Mr. Marks retires. When that happens, I wonder how well that AUM number will hold up and OAK's ability to generate cash to pay for that 8.4% yield.
What has Google disrupt since search? Google's "bargin price" is trading at 25x earnings. Despite the relative high P/E and Larry's comment on eroding desktop search, the market still thinks Google is a good buy. I don't get it.
Google's future is predicated on Andorid adoption and mobile users in general to search and click on ads across Google and affiliate properties. This has shown to be increasingly challenging for Google as mobile ads brings in 1/4 the revenue that desktop search does. Furthermore, Google has shown its inability to monetize its other properties in a meaningful way.
Lastly on a fundamental basis, Google's growing cash pile is at a lower percentage to its market cap as compared to Apple. Furthermore, Google's captial structure has debt outstanding with maturity over the next 3 to 5 years. Its cash on balance sheet is mostly based out of US and with portion in US probably going to pay off future debt maturities and corporate cash usage, it is not a source of value for the company.
Going back to future prospects - Google does not dominate mobile as much as fan-droids likes to believe. While Android makes up 70% of marketshare across most regions, 44% of all Android is Gingerbread, which is 2 generations behind. This shows that bulk of Android phones are glorify feature phones with relatively disengaged audience. Further challenging to Android adoption is Samsung and other OEMs moving towards other open source platforms - Tizen, Firefox, etc.. If Google is unable to promote mobile audience engagement to its properties inorder to grow mobile ad revenues to makeup for desktop deterioration, its ability to "try new things" will severly deteriorate.
@Channon - you make it sound like Apple's sales and profits are declining. They are not. Adjusted for the extra week compared to Q1FY12, Q1FY13 have sales growing at 27% and profits at 18% despite Apple launching refresh across entire line.
Put all that into more concise perspective - AAPL made just as much money as Q1FY12 in Q1FY13 despite one less selling week and complete product refresh.
Bottomline is I think Apple management tried to reset expectations during earnings call, but they did not do a good enough job. Markets are spooked, but should recover when the true fundamentals in Apple's business are recognized.
Slow down there Tesla Motors (TSLA). A blog post from Chrysler (FIATY.PK) says the EV automaker is "unmistakably incorrect" in its statement on being the only U.S. automaker to have fully repaid its government loans, noting Chrysler paid off U.S. and Canadian government loans ahead of schedule. On Tesla, Chrysler asks if it's a short memory or a short-circuit that led to the disputed claim? [View news story]
1. Companies that have filed for Bankruptcy needs to STFU
2. You are now an Italian company, not American.
3. Please make better cars.
Thank you,
American Taxpayers
The Truth Behind Apple's Numbers [View article]
1. When Google gets as many credit cards on file as Apple does; and when Google gets as many engaged users as Apple does paying for apps, music, and videos - Then talk.
2. When MSFT develops the eco-system that Apple does, then we'll talk about scale.
Your Quote: " I also believe that AAPL's market value will be lower than GOOG and MSFT's because Apple's business has nowhere near the scale of Google or Microsoft."
Google Vs. Apple: Death By A Thousand Paper Cuts [View article]
http://bit.ly/ZLU7ri
Apple $395: Time To Give Up And Abandon Ship? [View article]
few of my own thoughts
1. Google reported that more search is migrating from desktop to mobile - both last earnings and this current one.
2. Lastest MoPub reports that iOS takes $0.75 of every $1 spent on mobile advertising.
3. Google does not control iOS, hence is Android even a crediable threat to Apple? No it is not.
The Call: I am staying long AAPL and looking to add.
Philip Morris Pulls Back On Currency, Debt Worries [View article]
Investors Should Keep Apple In Their Portfolios [View article]
Investors Should Keep Apple In Their Portfolios [View article]
Apple's Story: Only The Beginning? [View article]
Apple's Story: Only The Beginning? [View article]
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]
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]
The Non-Decline And Fall Of Apple [View article]
Oaktree Capital Offers 8.4% Yield Led By Legendary Howard Marks [View article]
Google Is Bargain Priced [View article]
Google's future is predicated on Andorid adoption and mobile users in general to search and click on ads across Google and affiliate properties. This has shown to be increasingly challenging for Google as mobile ads brings in 1/4 the revenue that desktop search does. Furthermore, Google has shown its inability to monetize its other properties in a meaningful way.
Lastly on a fundamental basis, Google's growing cash pile is at a lower percentage to its market cap as compared to Apple. Furthermore, Google's captial structure has debt outstanding with maturity over the next 3 to 5 years. Its cash on balance sheet is mostly based out of US and with portion in US probably going to pay off future debt maturities and corporate cash usage, it is not a source of value for the company.
Going back to future prospects - Google does not dominate mobile as much as fan-droids likes to believe. While Android makes up 70% of marketshare across most regions, 44% of all Android is Gingerbread, which is 2 generations behind. This shows that bulk of Android phones are glorify feature phones with relatively disengaged audience. Further challenging to Android adoption is Samsung and other OEMs moving towards other open source platforms - Tizen, Firefox, etc.. If Google is unable to promote mobile audience engagement to its properties inorder to grow mobile ad revenues to makeup for desktop deterioration, its ability to "try new things" will severly deteriorate.
Apple Has Little Left To Lose [View article]
Put all that into more concise perspective - AAPL made just as much money as Q1FY12 in Q1FY13 despite one less selling week and complete product refresh.
Bottomline is I think Apple management tried to reset expectations during earnings call, but they did not do a good enough job. Markets are spooked, but should recover when the true fundamentals in Apple's business are recognized.