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dmarilley

dmarilley
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  • Could Guru Fund Managers Be Right On Apple Again? [View article]
    The stock is cheap for more than one reason. The one we need analysis on is the CEO in contrast to Jobs, coupled with declining engineering prowess and declining relative value of all touch appliances in the consumer consumption universe. I still remember when a trillion dollar Cisco market cap was a supposed slam dunk. LOL....
    Apr 17 09:11 PM | Likes Like |Link to Comment
  • Apple Faces A Problem And Increasing Prices Will Make It Worse [View article]
    The profit picture is evaporating, somewhat slowly, but it will eventually be a razor thin margin business. Bleeding edge anyone?
    Apr 15 03:10 AM | Likes Like |Link to Comment
  • Apple's Plan To 'Take By Storm' The Smartphone Market In 2014 Materializes [View article]
    Subsidies are going away. Phones are not special. Why will anyone be able to sell a phone for even 350.00??
    Apr 13 05:09 AM | 1 Like Like |Link to Comment
  • Apple: Saving The Best For Last? [View article]
    And if execution on all this resembles maps?
    Apr 10 08:35 AM | Likes Like |Link to Comment
  • Apple Is Significantly Undervalued - Shares Are Worth North Of $650 [View article]
    The aggregate sophistication of the market is much more powerful and predictive than anything I am reading here.
    Apr 6 06:09 PM | Likes Like |Link to Comment
  • Apple Is Significantly Undervalued - Shares Are Worth North Of $650 [View article]
    Given what is, so far proven management execution on product, 20% discount rate seems appropriate. Run your scenarios with that arithmetic.
    Apr 6 06:07 PM | Likes Like |Link to Comment
  • Apple Will Continue To Dominate Set-Top Boxes [View article]
    This article is irrelevant to AAPL value analysis, but might offer a useful perspective on the other companies.
    Apr 4 05:47 PM | 3 Likes Like |Link to Comment
  • Apple Investors May Need A Reality Check [View article]
    Just launder 10 billion at a time.
    Apr 2 04:36 AM | Likes Like |Link to Comment
  • Apple Investors May Need A Reality Check [View article]
    Apple is now weak on the Engineering thing. No need to list the transgressions.
    Apr 2 04:35 AM | 1 Like Like |Link to Comment
  • Apple's Dividend Will Hit $20 Within 5 Years [View article]
    20 dollars in 5 years is an inconsequential variable in equity analysis here. This article contains language that might lead one to believe that there is some comprehensive view of AAPL put forth here. Nothing could be further from the truth.
    Mar 28 04:12 PM | 5 Likes Like |Link to Comment
  • How To Know When To Short Apple [View article]
    Blair writes the best articles.
    Mar 27 12:38 AM | 1 Like Like |Link to Comment
  • Why Apple Stock Is A Long-Term Investment Opportunity Right Now [View article]
    The stock is statistically cheap but such stocks decline more often than they rise.
    Mar 26 03:44 AM | Likes Like |Link to Comment
  • Sifting The Apple Rumors: Television [View article]
    The problem of margin will pervade all of its products. THIS is the issue.
    Mar 26 03:39 AM | Likes Like |Link to Comment
  • Apple's Desperate Moves Won't Save It From Stale Product Lines [View article]
    The bear case here is that Jobs is gone, so innovation is gone. Margins are going because the mystique of touch is going. Saturation and good quality is leaving less than historical impetus to upgrade. Engineering failure and management failure as was very evident with i maps is still evident. Foreign cash is overvalued on the balance sheet because of inhibited financial flexibility. Upgrading the design without substantial price increases will hack margins immediately especially regarding wafer yields for an A8. The competition has extremely capable management and more vertically integrated manufacturing capability. Shipping costs will take a surprising cyclical upturn.
    Mar 25 08:18 AM | 1 Like Like |Link to Comment
  • Leaked docs point to cheaper iPhone 5C [View news story]
    People are finding better things to sink money into than these devices, so prices will crater. That is human progress.
    Mar 17 01:48 PM | 1 Like Like |Link to Comment
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