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dmarilley

dmarilley
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  • Chasing Smartphone Market Share Is A Chump's Game; Why Apple Will Win [View article]
    I take exception, because there is no reason to believe that smart phones will have any margin whatsoever, so why even enter into the discussion??????
    May 12 03:17 PM | 0 Likes Like |Link to Comment
  • You Better Duck - Apple's Unit Profits Are Falling [View article]
    Owning a megacap with declining profit parameters is a good way to lose money, always.
    Apr 25 10:41 PM | 0 Likes Like |Link to Comment
  • China And Apple: The Beginning Of A Beautiful Friendship? [View article]
    The best strategy is to look for profits away from phones period, everywhere.
    Apr 25 10:35 PM | 1 Like Like |Link to Comment
  • Why Apple's Q2 Earnings Make It A Fist-Pounding Buy [View article]
    All this does is make me yawn. Technology is progressing so quickly everywhere but at the fruit company.
    Apr 24 03:10 AM | 0 Likes Like |Link to Comment
  • Apple Is Where The Value Is At [View article]
    Was this written by a middleschooler? Nassib Tellab would tell you that AAPL is the ultimate in fragility. So factor in that NY professor perspective and hold on to your seat.
    Apr 21 01:41 PM | 0 Likes Like |Link to Comment
  • Apple: Analytical Shift Makes Stock A Buy [View article]
    19 percent earnings growth????? I would buy all day. Anyone want to bet their life on 19 percent earnings growth? And what would be the payout ratio if they had some ideas for R and D?
    Apr 19 07:23 PM | 0 Likes Like |Link to Comment
  • Apple Should Rehire Ron Johnson For Its Own Good [View article]
    Marketing of technology has recently changed more than technology. AAPL has management that can't execute on product, so why bring in a Cramer hall of shame has been?
    Apr 13 11:51 AM | 1 Like Like |Link to Comment
  • Analyzing Apple From An Absolute And Relative Value Standpoint [View article]
    Look at the dividend growth rate of JNJ for the last 20 years, compare charts, then vacate AAPL because of the lack of any visibility in management execution.
    Apr 12 06:55 PM | 0 Likes Like |Link to Comment
  • Apple's Story: Only The Beginning? [View article]
    omg
    Apr 12 01:26 PM | 0 Likes Like |Link to Comment
  • Is Apple Using Share Buybacks To Support Its Stock Price? [View article]
    Margin contraction at AAPL has yet to begin in earnest. Do the North American surveys yourself.
    Apr 9 11:22 AM | 0 Likes Like |Link to Comment
  • Understanding Apple Buying WiFiSLAM And What's Next [View article]
    Does indoor tracking really have significant intrinsic value? I think not.
    Apr 4 08:53 AM | 0 Likes Like |Link to Comment
  • Apple Won't Just Roll Over And Die [View article]
    JP Morgan Chase should do an LBO of AAPL. That makes sense in this low rate environment. Or maybe Bernake could do it and Obama would grow it large enough to stop US borrowing.
    Mar 29 01:17 AM | 0 Likes Like |Link to Comment
  • Apple's March Quarter Madness [View article]
    Middle school level financial analysis especially given rapidly compressing product cycles.
    Mar 24 02:33 AM | 1 Like Like |Link to Comment
  • Why Investing In Apple Is Riskier Than You Think [View article]
    The i phone loses value every day, especially without new killer apps. So, with little hope of even a good battery, I guess 50 years is a long time horizon.
    Mar 20 12:00 PM | 1 Like Like |Link to Comment
  • Why Apple Rose On Samsung's Big Day [View article]
    AAPL should take over YAHOO so that they have a CEO.
    Mar 17 10:28 AM | 2 Likes Like |Link to Comment
More on AAPL by dmarilley
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