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Drew9944

Drew9944
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  • Retirement Strategy: The Apple Juggernaut Should Be In Every Retirement Portfolio Right Now [View article]
    Amazon has $5 billion accumulated 'positive cash flow', since going public in 1996, in 72 quarters altogether AMZN only made $5 billion. Maybe less now given they just reported a Loss Quarter. Apple makes more than $5 billion pos. cash-flow in just 1 quarter. Anyone who buys AMZN is buying a weak company with no pricing power, that only exists by cost-cutting, and usually can't make much any profit.
    Jul 30 10:58 AM | 5 Likes Like |Link to Comment
  • Upstream Vs. Downstream 'Complementary Partners' In Apple-IBM Deal [View article]
    good point you make about MSFT spending huge on Ads, yet it hasn't moved the needle. Same with Samdung. Samdung, invented nothing except copying Apple products some, and spending huge 4X Apple's Ad budget, on Ads. It worked for awhile, but now Samsung is losing market share at the higher priced end of the market and now Samsung's profits going down too. Over-spending on Ads, is trying to manipulate the public. The public knows who's tablets and computers and smartphones work better.
    Jul 17 09:31 AM | Likes Like |Link to Comment
  • Apple Invades The Enterprise Space [View article]
    If you're right, AAPL stock's going to go to $105 by year-end 2014, then why own it now at $95? That's not enough of a potential gain (only 20% annualized approx.). So I'm going to option off some of my AAPL shares this afternoon. Why is the article discussing BBRY (Rimtards?) If that's all Apple/IBM can gain is the 1% market share BBRY has left, then there's no growth left for Apple. In reality Apple/IBM's is going after stopping MSFT-NOK's and SAMDUNG's further encroachments into Mobile and Computer Tablets in the big corporate sector.
    Jul 17 09:05 AM | 3 Likes Like |Link to Comment
  • Apple: The Party Is Over; Initiating With A Bearish View [View article]
    Apple should buy BBRY for $10 billion (more than the accumulated positive cash-flow of Amazon since inception in 1996), and give away copies of a watered down version of Blackberry's Operating System for FREE to anyone in any country that wishes to make a SmartPhone. And that would be the end of GOOGL's Android (given away for free software) eyeballs market share. Given away Blackberry's Operating System for free, to the low end of the market, would at least give the phone users a more bug-free and more secure operating system, than they now have with Android.
    Jul 10 05:24 AM | 3 Likes Like |Link to Comment
  • Amazon Did NOT Slay Apple, But It Will Gain Prime Members From Its New 3D Fire Phone [View article]
    In short its only going to be a phone for odd people. Someday they'll make a cheaper version, to do tons of "data mining" on your preferences and all that you are shopping. But is it worth saving $200 to have all your private info. in Amazon's computers, and also to be bombarded with constant shopping ads? At least iPHONES and Apple products are relatively virus-free. The new Amazon phone will not only have to contend with lots of Viruses as all Android phones do, but AMAZON WILL BE THE BIGGEST VIRUS IN YOUR PHONE, snooping on you all day long.
    Jun 19 10:15 PM | Likes Like |Link to Comment
  • Amazon Did NOT Slay Apple, But It Will Gain Prime Members From Its New 3D Fire Phone [View article]
    First it won't be real 3D. That would require holograms and lasers. Its just some type of pseudo-3D. Only people who will care about that are guys who've lost their hair on their heads like Bezos,and grown it on their palms (just joking) from being too heavy into Porn viewing.
    Jun 19 10:12 PM | Likes Like |Link to Comment
  • I Was Wrong About Apple [View article]
    Some interesting points he makes ... that much of the growth was selling older model Apple 4S at discounted prices in Emerg. Market Third World Countries. OK, but that's why AAPL's stock is up. People wanted them to cut prices on older model, or make a cheaper new phone to sell to 3rd World Moderate Income Countries. And Apple can make a new version of the iPHONE4S cheaper with plastic case instead of glass on both sides, and sell it for even less and get even more market share, from the 3rd World market.
    Jun 9 11:39 AM | Likes Like |Link to Comment
  • Don't Buy Apple After It Splits [View article]
    This article's a lot of hype about not much. A stock split does not change the earns/share, nor book value/share, nor growth rate, nor PE Ratio after backing out cash and cash equivalents per share. All it does is cut the Pizza Pie into smaller bites. When the stock is split 7:1, it will then open at 1/7th the price, but 7X the number of shares. Then it will trade up or down in the next day and month. END OF STORY.
    May 14 06:24 AM | 16 Likes Like |Link to Comment
  • China's Credit Crunch Starts To Hurt [View article]
    OK, but what's the interest rates on that debt? US Government has $17 trillion in debt now, but because it manipulates the interest rates low, by ripping off Middle Class Americans by having banks pay next to no interest on retirement savings (doesn't effect govern. employees, they keep their big pensions, but effects private mid-class people who've been ripped off 30% of their savings be earning no interest on bank deposits in past 6 years), the US Govt. therefore can service a lot of Debt. US Govt. only pays say 2% interest on its borrowed money. If same low rates prevail in China, then the Debt Bubble there is sustainable too. Fact that China is trying to let the air out of the bubble slowly, is good, vs. Bernanke/Yellen/Obama-... is adding on more US Govt. Debt.
    Apr 30 08:47 AM | 2 Likes Like |Link to Comment
  • Apple: China Delivers [View article]
    My Chinese Fiancee in USA, bought an IPhone 5. When her PhD Computer Science friend went back to China for a year, he first bought Apple products here, to gift to his poorer relatives back in China. From my limited market research view (her and her Chinese friends) if they have higher incomes, and are working hard, they don't mind paying another $300 more, to have a better working SmartPhone. My Chinese Fiancee in USA says the $600 she spent buying an iPHONE5, was one of her "Best Investments", because it works better than the Nokia phone she had prior. So she has more than made it back by the Apple iPHONE helping her be MORE PRODUCTIVE. Also it never broke in the past year, at all. The Android Phone I got from TMobile, needed warranty service 3X, cost me $20 fee to mail it back to TMobile each time + the lost productivity and hours wasted dealing with the liars at TMobile, who also stole a memory card out of the phone I sent back.
    Apr 24 05:15 PM | 2 Likes Like |Link to Comment
  • Apple: Let Us Not Get Overexcited [View article]
    The article is putting a negative-spin on that the Div. Increase was "only 8%". Saying Microsoft has had larger yearly dividend increases sometimes. OK, but did MSFT increase their Dividend and ALSO increase STOCK BUYBACK $30 BILLION? Obviously if AAPL did not increase its Buyback by $30 Bn., it could have paid out another $30 Billion to Dividends, or a 100% yearly increase in Div. And its good to see Apple is putting its big cash-hoard, earning almost nothing in US Govern. Bonds, instead more profitably into buying its own under-valued stock. Tim Cook's done very well buying Apple Stock from the Bears at about $470 average cost. That $90 in effect gain on each share bought back and retired is not accounted for, but its Real and Tens Billion$ more profit (though not booked).
    Apr 24 10:41 AM | 6 Likes Like |Link to Comment
  • Apple Is Running Out Of Cash To Raise Its Dividend [View article]

    Apple should sell its US Govt. and US Municipals and US Agency Bonds, and use the proceeds to buy its Stock in an Overseas Subsidiary Apple could set up. And so not have to repatriate the Cash and pay 'double-taxation' on the cash at the US Corp. level and then again by paying Dividends the recipient of the Divs. pays Fed. Income Tax. So better to leave the Cash Stash overseas, and buy the Apple Stock back using an Overseas Subsidiary. No Big Deal.
    Apr 23 10:53 AM | 1 Like Like |Link to Comment
  • Fannie And Freddie Investors Unite In Washington DC [View article]
    Don't worry (just kidding). The main purpose of our National Government has become to Interfere in the Natural Capitalist Economy, to skim and redistribute "standard of living" from Middle Class hard workers and small businesspersons to go to: groups Washington thinks are more deserving of elevated standards-of-living for not working or working at easy government jobs (jobs where they need not do marketing nor work long-hours, yet get great pensions...etc.). Hence the average Welfare Woman costs the Taxpayers about $50,000 a year (between the Medicaid for her and her kids, Sect. VIII Housing Vouchers, Food Stamps...etc.). Much of the Democratic Party's "main voter base" retires on Welfare or similar government benefit programs in their 20s and 30s (and chooses to never marry, yet have kids, to be eligible for welfare). The other big TAKERS from USA, the average government worker retires with a Pension worth $1 - $3 million (add the 30 or 50 years they will receive it). Several million for Cops and Military who can retire as young as age 40 after only 20 years work. These lavish pensions (many govern. employees end up with 2, since only must work 20 years for one pension at certain govern. jobs) are paid for by taxes on America's Middle Class workers in Private Industry, who nowadays due to another govern. law, rarely even have pensions themselves anymore. So the Govern. is very hungry and needs to take 100% of FNMA and FRE's income. The Govern. also took for itself and the UAW Union (backers of Obama) all of GM's shares in Bankruptcy, over-riding 200 years of bankruptcy court precedent, based on the "King's Directive", remember? The "King" also modifies Obama-Care law as he sees fit, without putting the law changes to Congress. Obama-Care, another way the tax-paying Middle Class is being robbed, to pay for the Dem. Party's voter-base (portion that don't have govern. jobs or already are not on welfare) but that mostly claim moderate income (i.e. don't pay any income taxes). Printing "deficit dollars" is another way the Government expropriates savings from the Middle Class savers and elderly. It devalues the US dollar they saved their money in, and next to no interest on savings at banks anymore thanks to Fed Reserve Policy, designed to help the big debtors and defaulters and banks, and harm the honest American Savers who lived within their means. Rewarding BAD BEHAVIOR & SLACKERS via Socialism is what USA has unfortunately become.
    Apr 9 06:57 AM | 1 Like Like |Link to Comment
  • Rough Waters Ahead For Apple In China [View article]
    I'm sure Apple will CONSIDER your thinking and analysis. Basically, even if all you wrote is true, all they have to do is come out with a cheaper brand with a watered down version of IOS or their phones... which could grab a lot of market share from the Android mostly lower quality lower cost phones. The problem, is they could not maintain their margins if they went toe-to-toe with the lowest cost, so instead could just make a slightly lower quality version to sell at mid-priced. So far the only thing other companies have is "lower price" which Apple can also make a lower cost model and call it Orange phone perhaps, and get 10 - 20% of added Unit Volume. The problem is it wouldn't compare in $ Volume to Apple's existing high priced phones, which have 3X the $Market Share as their Unit Market Share suggests, and 5 - 10X the $Profits Market Share.
    Mar 11 01:45 AM | Likes Like |Link to Comment
  • IDC Smartphone Forecast Is Bullish For Apple [View article]
    At least you're honest enough to for the first time start pointing out that it now looks like Apple is going to grow its sales fast this year (you quoted IDC Figures 20% growth for iPhone in 2014). You must at least be questioning your Short positions now, since you wrote "If IDC is right, Apple will have a very successful year". As for ongoing growth of less than 12%/yr. from 2015 - 2018 projected by IDC for iPHONEs, that's still fast growth for such a large company. Your then pointing out that with the Indian, China and Latin American markets growing faster than richer countries markets, will hurt Apple's overall market share in Smartphones worldwide (because your chart shows poorer countries most can't afford iPHONES), misses the point. Even though Apple only has 7% of China's market now, it still grew revenues 28% last quarter in China, and that 7% of Unit Volume in China, is really more like 15-20% sales $-volume-share and 25 - 30% $-profits-share of China's smartphone market. Because the higher priced smartphone segment is where the profits are (the old 80/20 rule, the top 20% of customers are highly profitable and rest of market is not worth much), and Apple's has HALF of the Expensive High Performance top part of the Market in China. And Apple grew revenues at 28% last quarter in China vs. prior year's. Even though Apple may only have small part of India or China's overall unit volume smartphone markets, Apple's got alot more of the sales$ and profit$ in those markets; Apple has HALF the Premium Market, and that part is growing faster than the cheaper smartphone segments, and still 100 million new customers. Plus that's the gravy part of the market, where the big profits are. Apple is uniquely positioned. Your intellectual honesty posting some very positive news re. Apple for the coming year, is lauded.
    Mar 3 09:11 AM | 8 Likes Like |Link to Comment
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