Seeking Alpha


Send Message
View as an RSS Feed
View nostatic1's Comments BY TICKER:
Latest  |  Highest rated
  • Apple: Betting Big On The Camera [View article]
    While well-written, but what's really the point of this rather long-winded article? It states the obvious, if also overstating the role of cameras in Apple's product and marketing mix. I'm a professional photographer, and an iPhone owner. The quality of smartphone cameras has already reached the point where most folks don't feel the need for anything more. Apple is not going to push the importance of their cameras to become the focal point (pun intended) of next gen iPhones, but will merely continue to emphasize their built-in camera as one of many reasons to buy an iPhone. Competitors have already tried to make their phone cameras a primary selling point, and it didn't make much difference. "Very good" is good enough, but "great" or "awesome" is more of an incremental incentive than anything else. The purchase of LinX was a relatively small investment by Apple, and probably intended to increase their overall brain trust, not to make a bold or major move into camera technology.
    Apr 23, 2015. 06:44 AM | 1 Like Like |Link to Comment
  • Is Capital One Financial Corp. A Worthwhile Investment Prospect? [View article]
    Ryan, you are correct in asking for more detail. As someone who has worked at CapOne over the years (but not currently), I can tell you the company manages risk very well. It is a large bank but thinks more nimbly than most and is always looking at innovative ways to grow (even if that means imitating the best ideas of others). I own the stock and would buy more if there's a significant pullback. The current price is at a premium so I'd wait and see how the year unfolds.
    Apr 17, 2015. 08:45 AM | Likes Like |Link to Comment
  • General Electric: A Big Move [View article]
    Besides being a generally awful person, Welch is probably the most overrated CEO of the past 50 years. His Six Sigma was a morale crusher and provoked ruthless infighting. He grew GE by buying businesses (writing checks at shareholders' expense), which Immelt is now dismantling. If you've watched him on TV since he retired you'll see an arrogant old man with limited intellect and fading cognitive abilities.
    Apr 10, 2015. 08:19 AM | 21 Likes Like |Link to Comment
  • Apple hires famous industrial designer Marc Newson [View news story]
    Ugh. Has anyone seen his work? It's dreadful in my opinion. Nothing like the elegance and sleekness of what Ive has been doing at Apple. Let's hope Newson adapts quickly.
    Sep 5, 2014. 07:37 PM | 1 Like Like |Link to Comment
  • Apple: October iPhone Report Seems Questionable [View article]
    I don't agree with the author's assessment. Apple will most likely announce both iPhones in September, as per usual. However, the actual shipping date of the two phone may be staggered due to production issues, or simply to spread out pent-up demand. So, one iPhone available for delivery in September; the other in October. They can book pre-orders in September for both, thereby getting it on the Q4 books. I also think the "smaller" iPhone will be more popular, by far, so this should allow them to meet their always conservative projections. The larger iPhone, if it delivers in October, will be icing on the cake.

    As for new iPads and the iWatch. I think, again, Apple will stick to its usual schedule, making these announcements in October, with delivery in time for the holiday season. All good for the stock and 2014-early 2015 earnings.

    And then, of course, we'll have significant refreshes of the iMac, Mac Mini, MacBooks, and new monitors, etc. All in September or October. All good.

    Watch the stock bust through $100/share by late summer.
    Aug 4, 2014. 08:56 AM | 6 Likes Like |Link to Comment
  • An End To Our Relationship With Yahoo, A New Era For Equity Research [View article]
    Maybe SA will use this as an opportunity to improve their content. I quit reading it recently after becoming increasingly frustrated with the veracity and downright stupidity of many of their so-called analysts. Much of what is published here is no more than opinionated blogcrap that's poorly researched, poorly written and serves little purpose other than to self-promote. Anyone who uses SA as a resource for investing is a fool.
    Jul 31, 2014. 08:26 PM | Likes Like |Link to Comment
  • Amazon's Ability And Intent To Pay A Dividend [View article]
    Why would anyone who understands how, why and when a company pays out a dividend think Amazon is going to start this investor perk anytime in the foreseeable future? Amazon is a pure growth play. Barely profitable--and often not at all--the company plows almost everything back into innovating and expanding. Their business model continues to be selling products at just above cost, at cost, or below cost. Plus, CEO Bezos seems driven to be in every space available, even over-saturated markets like smartphones (watch how quickly the new Fire phone flops). He seems unconcerned about how much it's going to cost to compete, because his singular goal is to use all that flowing cash to become the world's largest seller of everything to everyone (move over Walmart). Dividends start after a company's growth slows or it gets so cash rich, like Apple, it has to start throwing something back to investors to offset stagnating stock value. Amazon is about the last company I can think of that's prepared to or able to do this.
    Jul 4, 2014. 05:37 AM | 8 Likes Like |Link to Comment
  • The Health App Is Intriguing For Apple, But Data Suggests It Won't Move The Needle [View article]
    Seeking Alpha is developing a limitless capacity to publish faux analysts who have no idea what they're talking about. This blog is a case in point. First, and foremost, what's this nonsense about "moving the needle?" No one, except an idiot is expecting the Health app to increase profits as a standalone. It's not iTunes. It's an enhancement that has huge potential and benefits but doesn't directly add to Apple's bottom line. So what. Secondly, where's the "data" the author says supports his silly claim? A NY Times article? That's simply speculation and conjecture based on the past. There's a huge trend about to emerge where the sharing of medical data will become widely accepted because folks recognize how it can revolutionize health care. Wait and see. Last, what's with his tired, banging about of the cliche that Apple isn't innovating? What's the author want, an Apple solar-powered drone that replaces the car, airplane, phone, computer, TV and hey, even knuckle-headed bloggers like him? As I said, wait and see….like, right around the corner.
    Jun 26, 2014. 12:11 PM | 2 Likes Like |Link to Comment
  • The Genius Of The Apple iPhone 6 [View article]
    Do you actually track Apple in anyway whatsoever? Hard to tell from this comment. The 4s was an iteration with changes and improvements. Apple has always had a window of about 3-4 years before it introduces the next big thing. Do your homework!

    Finally, what should amaze you is the amazing brand loyalty Apple has. It's the customer base that's willing to wait for a new Apple product, because time and time again they're rewarded for their patience.
    Jun 26, 2014. 10:56 AM | 7 Likes Like |Link to Comment
  • The Genius Of The Apple iPhone 6 [View article]
    Assembled. Like saying made in Detroit when many parts come from outside the US. Get a clue.
    Jun 26, 2014. 10:51 AM | 9 Likes Like |Link to Comment
  • A Tale Of Unbridled Optimism [View article]
    This is such a lame-brained article (which is more or less standard content for SA lately). The entire premise of the iWatch being a watch is just stupid. It's not competing against Swatch, or Seiko or even Casio. It's a wearable device that happens to provide time, same as an iPhone, iPad, iPod or MacBook does. It's also a fitness device that will compete against Fitbit and all the others in that category. It will also most definitely have apps, an MP3 player, plus health monitoring capabilities, among other things we don't know about (or expect) yet. So the market is clearly much broader than consumers who want something stylish on their wrist to tell them the time of day. Will it outsell the iPhone? Very doubtful. Will it sell tens of millions of units? Most probably. Since we don't know how much it will sell for or what margins will be, it's impossible to predict how much it will "move the needle." But so what. Only a fool would think it is going to replace the iPhone in terms of profitability for the company. What it will do, if it meets expectations, is once again establish Apple as the innovation leader. That it's got its mojo back. That the game is still on, Samsung and Google. This means more people will pick Apple as the brand of choice, whether its for a phone, a tablet, a computer or a "watch." This reinforcing ripple effect is where the real value is, and why we should be excited about the iWatch. Oh, and one last thing, what statistics does the author have that support his claim that "optimism is unbridled?" Because his last article generated 10 or 15 pissed-off responses? That's hard data, for sure.
    Jun 24, 2014. 10:47 PM | 10 Likes Like |Link to Comment
  • How Low Will Apple Shares Go This Time? [View article]
    The breakout occurred prior to the stock split. It's now taking a breather, as expected. But don't be fooled, this is the calm before the perfect storm. Come late summer when Apple starts to rollout a bunch of new products the stock will easily crush all past trading records. Overvalued? Hardly. Definitely buy any dips that occur in the next several weeks, because this is as good as it gets.
    Jun 23, 2014. 08:01 AM | 12 Likes Like |Link to Comment
  • What Was Tim Cook Thinking? An Analysis Of Beats Electronics [View article]
    Why is this being posted? It's all opinion, without much understanding of facts. First, let me state that I am no fan of Beats headphones, at all. I agree that they are overpriced and sell on image alone. However, the reality is the folks who buy these cans don't care about that. They are hugely popular regardless of their less-than-premium sound and debatable quality. Beats is the Apple of headphones in terms of brand recognition. While I love Apple products, their audio stuff has never been audiophile quality so buying Beats isn't really a step down in this regard. At best, owning Beats is a line extension for Apple, with only incremental effect on its bottom line. The real reason Apple purchased Beats is Jimmy Iovine (Dr. Dre is excess baggage and will be gone in a year or so.) Iovine has the media connections and the vision Apple needs to breakthrough into fully realized streaming media, and might be the link to making iTV a reality. He is similar to Steve Jobs in several ways, and Tim Cook knows this. If he can rein in his ego, he might be a huge asset to the company. Time will tell.
    Jun 10, 2014. 08:32 AM | 11 Likes Like |Link to Comment
  • I Was Wrong About Apple [View article]
    Eye roll. Blair pretends to eat humble pie, but still wants to everyone know that one day, some day…eventually, he'll be right. Dammit! I imagine in 30 years or so, when Tim Cook, Jony Ive and the other bright lights at Apple have long-retired, Blair will rise from his wheelchair at the nursing home for Chronically Clueless Stock Bloggers, and exclaim, "See, Apple stock is down 1% year-to-date…I told you so!"
    Jun 9, 2014. 12:31 PM | 4 Likes Like |Link to Comment
  • Apple: Insights From The Past Stocks' Performance Post Splits [View article]
    As they say, historical data has no effect on future performance. More to the point, what's going to move AAPL to $100 in the next few months are a basketful of hot new products. Add to this the upcoming back-to-school and holiday shopping buying cycles and the newly split stock could easily see $125 or higher. This is why you want to buy the stock today, and tomorrow. It's still got lots of room to move.
    Jun 9, 2014. 10:04 AM | 9 Likes Like |Link to Comment