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  • Apple (AAPL) has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand, sources tell the WSJ; display orders are said to be cut by ~50%. The Nikkei also claims display orders have been halved, albeit from an elevated level of 65M. The articles back up analyst reports of iPhone production and component order cuts, and raise the question of whether Apple needs a cheaper iPhone and/or one with a larger display to bolster its international share. Suppliers on watch: LPL, CRUS, OVTI, QCOM, BRCM, SWKS, TQNT, AVGO[View news story]
    90 day EMA. Since 04 AAPL under this EMA 1 TIME ~ 28 weeks- sept 08 - Apr 09. That was a crisis. AAPL screaming buy @ 500 USD.
    Jan 14 08:29 AM | Likes Like |Link to Comment
  • Apple's (AAPL) shares are -3.4% premarket following reports that the company has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand. That's possibly helping to depress sentiment on the stock-futures market, with the Nasdaq benchmark -0.4%. The Dow is flat and the S&P is +0.1%, while Europe remains mostly in the green. [View news story]
    90 day EMA. Since 04 $AAPL under this EMA 1 TIME ~ 28 weeks- sept 08 - Apr 09. That was a crisis. $AAPL screaming buy @ 500 USD.
    Jan 14 08:27 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]
    Not entirely accurate as the android operating system in sold smart phones can be estimated....
    Jan 5 08:15 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]
    Google got totally bearded out after its dismal quarterly per leaked announcement....it is a screaming buy now
    Jan 5 08:14 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]
    Hedge your bet and ride the wave up and down....
    Jan 5 08:13 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]
    Buy Nokia! The Future poor Mans phone. Talking market Share Apple is loosing market share in the premium market to android aka google, buy google. Simply put apple is awesome I have made money but still lost on going long long apple and now think it is clearly undervalued but we need a huge catalyst for an upwards rally. Have built a position buying upto 500 usd, prey that it does not break through 500 because then it will be misery upto 415-485 and locked up capital. Hopefully q1 results 54 billion beat should do the trick......otherwise in the interim period loading up on Nokia and google to offset apple losses. Best of luck fellow apple investors in the end 600 minimum target should be reached to take profit.
    Jan 5 08:11 AM | Likes Like |Link to Comment
  • This Could Be Why Apple Shares Are Down [View article]
    Nice, quick question, you have assumed that that the profit is 300usd meaning that you bought at 220usd if the price is 520? you own a 1000 shares =220000 usd, profit 300000 usd Why do you want to buy 1000 shares at 520 and not at 500 or 490 assuming you sold to take profit after noticing that the stock had tanked from 700 to 520?
    Dec 27 02:59 PM | Likes Like |Link to Comment
  • The Real Reasons Why Apple Is Tanking [View article]
    Nicely said
    Dec 5 06:10 PM | Likes Like |Link to Comment
  • The Real Reasons Why Apple Is Tanking [View article]
    I agree
    Dec 5 06:09 PM | 1 Like Like |Link to Comment
  • The Real Reasons Why Apple Is Tanking [View article]
    I Agree, missed by what amount, David, please the reasons you state are important but not the be all reasons. Technically, the death cross has not yet happened, secondly we have a gap which offers support, thirdly apple hit its 68,1 fibannacci retracement, another support area which by the way was where the rally started from 509 usd. I be.ieve that apple is least valued at 600 usd, least, so time to buy apple at 540, 538, 528 usd. If these supports do not hold and the politicians do not find a solution to the fiscal cliff, we all would have to wait until jan when apple should announce another block buster result. Please 54 billion is no joke for a quarter and an undervalued stock where currently funds are taking profits. Simple question regarding your analysis- why did apple rise from 509 to 580 two weeks ago?
    Dec 5 06:05 PM | Likes Like |Link to Comment
  • Don't Miss The Weakness In Apple [View article]
    Any idea about black Friday sales impact on stock price?
    Thanks
    Nov 26 03:44 AM | Likes Like |Link to Comment
  • Apple's Institutional Slingshot: Rational Explanation Of Irrational Stock Action [View article]
    boom boom apple
    Nov 19 05:23 PM | Likes Like |Link to Comment
  • Apple's Institutional Slingshot: Rational Explanation Of Irrational Stock Action [View article]
    75% year to date, take profit, less tax, buy back and hold- option 1
    Too fall 28% means someone /body has been buying? Big pop 1st q 2013 54 billion revenues estimated by company, that is super huge. Fiscal cliff, democrats and republicans approaching solution, huge upsed anticipated for DJIA and S&P, meaning apple naturally will rise too. Opportunity is too buy google as well which has fallen 17%, apple 28%. I believe technically apple has hits it's bottom and we have a bullish hammer on the daily chart, this coincides with a 61,8% retracement on the S&P and the DJIA. Fundamentally, apple is cheap at 505/515/523. Going long with certificate/warrants tomorrow.
    Nov 18 03:59 PM | Likes Like |Link to Comment
  • Apple's Institutional Slingshot: Rational Explanation Of Irrational Stock Action [View article]
    Why are you investing on others advice? We all I assume are using hard earned money? Anyway, apple is going up now or after 496, whichever way it is a great time to buy.....
    Nov 18 03:48 PM | Likes Like |Link to Comment
  • Let Negative Sentiment Help You Get Long Apple [View article]

    Nice article, very well thought through. My two cents on apple earnings-. Apple has already lost 12% to date which is the correction one would expect if it does not beat expectations-Upside 10 downside 5 to 7% looking only at 2012 earnings which actually in my opinion reflect the multpile new upgrades and products. Taking iPad sales and then new iPhone sales into account the results for this quarter should be normally better due to presales compared to sales in the previous quarters. Also after yesterday new ipad mini and new upgraded ipad and new imac it would appear that apple is reinventing itself and going into shorter product cycles becuase it is an invention company which outsources all production hence reducing fixed costs and inventories. Margins might decrease but as long as sales grow and profits increase everything else is illusionary.

    Having said that, the overall markets are correcting and apple is along for the ride. I would expect a price Movement of 630 prior to announcement of results before it being blown up or down. I believe that the ride will be upside as the new products and pricing tend to prove that apple has no fear with their sales growth and earning growth.

    Take this years quarterly results - Jan 24, 8% after market rise (in a very bullish overall market) followed by a 46% rise into April. Following overall General market movement look at S&P 500. We are currently priced at exactly the day after the April results came out and that was a upside of 11% followed by a ride down 15% and the S&P also went down 10% followed by a ride up starting June of 2012 up 12% for the S&P and 35% for apple. July apple had a good quarter but fell 5% but do not forget it was already up with the overall market 16% and then regained to chalk up another 20%. Long story short markets are correcting and are not yet near their possible retracement- 1393 for the S&P which fits nicely with a 586 for apple. I expect apple to move up and then fall with the overall market. Apple day trading 630 then falling to 586.
    What do you think? Would appreciate your feedback?
    Thanks
    Oct 25 07:24 AM | 1 Like Like |Link to Comment
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