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cmpas2

cmpas2
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  • Apple: Buybacks, Margins, Valuations, Oh My! [View article]
    I would suggest with comments like this you make sure that you are shorting apple, at least show your own money is invested alongside of your opinion. Any company can get haircut if they don't perform. I have my money where my mouth is with AAPL because so far I have not seen anything but a bunch of media attention hogs selling their wares of doom and gloom along with the usual market share based conclusions of Apple losing it's shirt. We will see, there is no crystal ball.
    Jun 4 09:33 AM | 8 Likes Like |Link to Comment
  • Still Bullish On Apple - But For How Long? [View article]
    Some peoples reference to the tie between AAPL and CRUS I think is accurate, but really only from CRUS inheriting AAPL's track downward. The one exception of this was in April when CRUS mentioned the inventory reserve issue. A lot of investors saw this as further proof the iPhone 5 was not selling which is what caused a huge decrease of both AAPL and CRUS into earnings the next week. At the end of May when CRUS had their Barclay's Investor Meeting CRUS saw a 20% drop, but AAPL just happily kept moving slowly upward. CRUS may have some "fortune telling" ability into Apple's supply chain but the interpretation I still think is considerably hard to get right. Just my 2 cents
    Jun 2 01:07 PM | Likes Like |Link to Comment
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