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todd.kaime

todd.kaime
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  • Apple Has At Least 45% Upside Potential [View article]
    "Fair value" is determined by the market. PV analysis is useful but purely speculative.
    Oct 24 01:52 PM | 2 Likes Like |Link to Comment
  • The Whisper Number Impact: An Apple Earnings Preview [View article]
    Wall Street analysts still getting it wrong. Overshot AAPL's own estimates because were trained to do so by earlier blowouts. Still, most accounts exceeding estimates. I'm still long.
    Oct 18 06:00 PM | Likes Like |Link to Comment
  • Apple Shares Not A Long Favorite After Earnings Reports [View article]
    There's another article on SA that is very similar. And again I wonder why the isolated focus on the company's stock movement without considering the wider market. I think it was last quarter, at the report date, that European woes affected the entire market and AAPL with it.
    Oct 18 01:50 PM | Likes Like |Link to Comment
  • The Whisper Number Impact: An Apple Earnings Preview [View article]
    I'm curious why the singular focus on the movement of the stock without comparing it to the wider market? Would it not be informative to know how the S&P did in the same time frames as discussed? As I recall (without looking it up) the last quarter's report was overshadowed by European woes which negatively affected stocks as a whole.
    Oct 18 01:36 PM | Likes Like |Link to Comment
  • Apple Undervalued Ahead Of Earnings Release [View article]
    After following AAPL for several quarters and reading all the financial blogs I've determined that PE and PEG numbers are not relevant for AAPL in determining a "fair" value. I just came from Marketwatch where a comment was made about Exxon's oil being far greater value than AAPL even while its market cap is lower. Other posts I've read have indicated to me how investors reflect on a company's market cap as compared to other companies market cap and "weigh" that difference before investing. I'm not sure I'm explaining it correctly. But the idea of comparative market caps is the point I see investors making. Whether right or wrong I don't know....
    Oct 18 11:55 AM | Likes Like |Link to Comment
  • Earnings Preview For Apple 4Q [View article]
    It almost goes without saying that Apple will beat their own "conservative" July forecast. The question is by how much. If analysts are expecting too much and Apple doesn't meet those higher numbers then there will be a retrenchment. But if consensus estimates are beaten then Apple will go higher. Which one is it? It's like waiting on a knife's edge....
    Oct 17 01:23 PM | Likes Like |Link to Comment
  • Apple's Momentum Is Shifting [View article]
    Like many others here I just can't believe an analyst who flip flops over one week. You lose all credibility with me and many others when you start chasing the current price. Next week you'll tell everyone to sell the stock AFTER it's already going down because of the market's want to "buy the rumor, sell the news" of AAPL blowout earnings.

    Imagine that... Google has a good quarter and the stock goes up 6%. Apple has a blowout quarter and their stock will go DOWN. It's something I don't try to understand but after so many quarters I've learned how to profit from it. Finally.
    Oct 14 02:06 PM | 3 Likes Like |Link to Comment
  • $10,000 Portfolio: Powering Ever So Close To A Double [View article]
    I don't understand some of the comments - negative ones any way. No one can get every trade right all the time. I appreciate the logical exercise and don't care if it's a fantasy portfolio. You're putting it out there for all to see. Same can't be said for the others... unless you toot your own horn after the fact on all of the good trades. Everone's a genius after the fact and nevermind the dozen or so trades that didn't go so well!
    Oct 11 11:18 AM | 1 Like Like |Link to Comment
  • Apple's iPhone 4S Looks Great [View article]
    Yeah, I'm an Apple bull but this does sound like a lot of cheerleading. Not that anything you say is incorrect. But, I think a lot of us were hoping to blow the doors off. But Apple is, if anything, cautious in the new releases. They don't put out anything that won't work from the get go. No empty promises, no hype. It just works.
    Oct 4 06:06 PM | 1 Like Like |Link to Comment
  • Amazon.com Thinks Consumers Are 'Dumb' - Investors Should Hope The Company Is Right [View article]
    Another excellent article Rocco. You're right about big media wanting to find a conflict that simply isn't there. The world is big enough (unfilled demand) to justify both. However, I pity those who will waste their money on this Kindle crap.
    Sep 29 05:53 AM | 1 Like Like |Link to Comment
  • Amazon Fires 7-Inch, $199 Tablet At Apple [View article]
    Hmmm, where could I go to SEE one? At the very least BKS does have a store front. AAPL is in their own stores as well as Bet Buy, Walmart, among others. The Internet retail experience is not everything it's cracked up to be. 92% of all retail purchases are still done in brick and mortar.
    Sep 29 05:30 AM | 2 Likes Like |Link to Comment
  • Apple: A Growing Shelter From The Storm [View article]
    Adam, Good talk up. Although I don't think you've added much to the overall knowledge base.
    Sep 25 10:18 AM | Likes Like |Link to Comment
  • Using Friday's Options Activity To Get Ready For Monday's Market [View article]
    I thought there was really only one rule in trading securities: "Buy low, sell high." I think you followed this rule very well on the AAPL calls. It's what I try to do every time.
    Sep 23 07:52 PM | 1 Like Like |Link to Comment
  • Everyone's Looking In The Wrong Place: Apple's Real Opportunity Is In Software [View article]
    It does cost a lot to develop the software. But the cost of each INCREMENTAL sale is near zero. You're confusing amortized cost of development with production and distribution costs.
    Sep 21 11:36 AM | Likes Like |Link to Comment
  • Death by iPad: The Marines took a "baby step" towards making Apple (AAPL +1.6%) a defense contractor by ordering $20K worth of iPads to use in aerial warfare in Afghanistan. Communications, maps and identifying hostiles are just a few of the military apps envisioned by developers.  [View news story]
    This and every other small niche exploited by the iPad is the reason Apple will exceed any rational revenue projection.
    Sep 16 02:14 PM | 1 Like Like |Link to Comment
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