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rubicon59

rubicon59
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  • Apple: 3 Questions For The Current Quarter [View article]
    The real question the market is asking of Apple is "how are you going to grow earnings in 2016 with such tough 2015 comparisons"
    Jun 23, 2015. 01:02 PM | 7 Likes Like |Link to Comment
  • Apple's Cash Dilemma [View article]
    Imagine how much Apple shareholders would have gained, if years ago, Apple paid the silly repatriation tax and bought back gobs of its shares at less than half the current price.

    Yet, everyone focuses on the repatriation tax, which would be 1. incremental 2. would not amount to much in the scheme of things. 3. pale by comparison to the opportunity to retire undervalued shares.
    Jun 23, 2015. 12:58 PM | 1 Like Like |Link to Comment
  • How Apple Will Reduce Its Interest Expense By More Than 50% [View article]
    Hmm....Borrow at ~zero rates. Reinvest (in own stock) at 7% & growing cash-earings yield. Forex risk is nil because can pay back in Japan earnings. Surprised they are only doing $1.6b. But I do get the "test-run" concept.
    Jun 17, 2015. 12:43 PM | 8 Likes Like |Link to Comment
  • Apple: One Has To Think The Bigger Picture [View article]
    What is the point of this article?
    Jun 12, 2015. 02:43 PM | 2 Likes Like |Link to Comment
  • Apple: Collusion, Competition, Content And Unseating Spotify [View article]
    If a barely-usable (but good looking) Apple Maps gets 3x usage of Google Maps on iOS just because a default on home screen, then Apple Music should get tons of traction!
    Jun 10, 2015. 04:00 PM | Likes Like |Link to Comment
  • Apple: Collusion, Competition, Content And Unseating Spotify [View article]
    Nothing that enough political contributions a-la-Google could not cure. Surely money well spent.
    Jun 10, 2015. 02:04 PM | Likes Like |Link to Comment
  • Will India Be The Next Domino To Fall To Apple? [View article]
    Just wondering out loud if there is already a large iPhone installed base in India, based on sales of previous-generation second-hand iPhones.

    Any idea?
    Jun 8, 2015. 12:14 PM | Likes Like |Link to Comment
  • Apple expands Watch availability, says response surpasses expectations [View news story]
    None of the Apple services have ever been more than a rounding error to the Hardware sales and profits.

    Something tells me this is in the DNA of the company and unlikely to change with the Apple Watch.
    Jun 5, 2015. 12:13 PM | Likes Like |Link to Comment
  • Will India Be The Next Domino To Fall To Apple? [View article]
    How will they sell Apple Watch in India if it requires an iPhone to use?
    Jun 5, 2015. 12:00 PM | 2 Likes Like |Link to Comment
  • The Apple Bubble Is Ready To Burst [View article]
    How many more years before the burst?
    May 26, 2015. 04:25 PM | 3 Likes Like |Link to Comment
  • Apple's Stock Price Correlates Well With A Key Metric [View article]
    One key takeaway is that Apple's market cap has grown @ 25% CAGR for 5 years without *ANY* PE expansion.

    That's is rare. I dare one to find a single stock anywhere that has performed such a feat.
    May 26, 2015. 04:22 PM | 1 Like Like |Link to Comment
  • Ive named Apple's Chief Design Officer; others taking over managerial work [View news story]
    Doesn't anyone find it odd the way this was announced? (Has a kind of odd smell to it.)
    May 26, 2015. 01:53 AM | 1 Like Like |Link to Comment
  • Genie Energy - Is The Genie Finally Coming Out Of The Bottle? [View article]
    Any reason to believe any better than 50/50 chance to strike meaningful oil?
    May 15, 2015. 02:01 PM | Likes Like |Link to Comment
  • Will Apple Exist 3 Years From Now? How Much Will It Be Worth? [View article]
    Only one more year to go before the deadline.
    May 15, 2015. 01:59 PM | 1 Like Like |Link to Comment
  • Alloy Steel's Q1 FY 2015 Earnings Are Out, Here's What They Mean [View article]
    2 customers account for 52% of revenue? That's something.
    May 15, 2015. 01:04 PM | Likes Like |Link to Comment
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