awcabot

Tech Bellwethers: Earnings Scorecard

Apple pretty much always gives conservative guidance, and regularly beats it. The Trade RaD&R Operator ought to look at trends in guidance, compare to actual results, for this data to be meaningful.

Morgan Cuts Targets on Host of Tech Hardware Stocks

Savitz, I wouldn't get my panties in a twist over this...the dollar has already lost a good portion of it's recent rise.

Earnings Power vs. Investor Sentiment

Regarding Apple, your analysis assumes that consensus earnings is reasonably accurate. And yet for the past 5 years Apple has handsomely beaten analyst expectations and with the most current quarterly report coming up it seems that again Apple will deliver better than expected results.
The point when Apple becomes a mature and slowly growing company like Starbucks or some railroad company seems to still be quite far away.