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  • 3 mREITs To Avoid Like The Plague [View article]
    (AGNC) (NLY) X 5 years CRUSH all other financials with a great dividend. We think you are posting with short skin in the game wistfully without clues... the trend is not your friend.
    Jul 4, 2012. 06:16 AM | 12 Likes Like |Link to Comment
  • Zuckerberg Took My Advice And Turned Facebook Around [View article]
    "I wish Mark Zuckerberg would thank me with a few shares or a consulting contract, but you can certainly thank me now by following me here at Seeking Alpha and at the Wall Street Greek blog"
    Yes Zuck "followed your advice" and you are a legend in your own mind.Click trolls are so droll...
    Jun 24, 2012. 05:36 AM | 12 Likes Like |Link to Comment
  • An Apple Bear Case Without Numbers Or Charts [View article]
    "History tells us that a popular and enduring technology company never stays on top for very long."

    Your first big fat lie (IBM) was the first stock we bought in the 1970s still at almost the top of the tech heap.You desperately need to
    read a Peter Lynch book or 2 break out those fifth grade math skills learn how to calculate PE/PEG/ARG Apple has THE BEST balance sheet in tech.In every case of stock price failure fundamentals fail first indicating a sell.Fundamentals never lie but chicken little pundits without clues but other agendas do We let our fundamental winners like Apple always run sell only fundamental failure the key to true wealth accumulation according to the erudite Mr Lynch.We have found this to be true personally and with our clients.
    May 23, 2012. 09:02 AM | 12 Likes Like |Link to Comment
  • Trading Facebook Ahead Of Earnings [View article]
    Probability analysis on these is not favorable
    vol has to be extreme to profit 5-10% usually
    Theta time decay will eat you up.
    Our play into possible earnings miss forced lock up selling
    BTO Aug DITM 30 P #25
    Leg into selling an upside call only if needed.
    Jul 25, 2012. 08:05 AM | 11 Likes Like |Link to Comment
  • A Bad 3 Weeks For Apple [View article]
    We bought (AAPL) big the last "rest period" fall 2011 where it went from 410 to 360 and then proceeded to rally for us more than 100% to 640 before entering another rest phase. Common pattern for strong stocks every 6 months or so where shorts try to shake out the weak hands with articles unsubstantiated by facts or fundamentals like this one. Apple has the best balance sheet PE PEG ARG in large tech we will be long buying big pullbacks until the fundies change. APD
    May 1, 2012. 03:47 PM | 11 Likes Like |Link to Comment
  • Apple: Why Is The 'Cult' Of Mac So Misunderstood? [View article]
    (AAPL) with a forward pe ex-cash of 7 ROE 100%/yr
    simply the best grower dividender in the space with
    the best fundamentals and the best story. "Click-trolls"
    get slammed and enjoy it to be sensational. They do
    GREAT damage here scaring newbies out of their shares.
    Contrarians always have occult agendas like the one who
    sold his Apple 300 points too soon and told everyone to
    buy Nokia because he 'liked his Lumia' . Also the guy that
    posted his daughter did not like one feature on a product
    so everyone should sell Apple.Click trolls cost newbies money
    and should be outed and banned. One day Apple will have
    had its run just like Microsoft did in the 90s the story will be
    old and stale and we will sell. For now we remain long and

    'Let your winners run sell only fundamental failure' PL
    Jul 12, 2012. 08:26 AM | 10 Likes Like |Link to Comment
  • Apple: Now A 'Trading' Stock [View article]
    Careful exam of (AAPL) chart reveals a healthy 10-15% pullback every 6 months or so in a difficult market this is simply one of those.
    Many positive catalysts on tap. Forward PE under 10 PEG under .5 best accelerated revenue growth and balance sheet in Tech.We
    bought the one last fall when it fell from 410 got in at 360 and have been amply rewarded since then.Dividenders will be buying soon.For us Apple always has been a great trading stock as have all our others with great fundamentals.APD
    May 9, 2012. 06:04 PM | 10 Likes Like |Link to Comment
  • Apple Slingshot In Full Effect [View article]
    Nice article well crafted.We think with most analysts AAPL will earn more like $60 the next 4 quarters($12 reported this quarterX4=$48)+20% growth gets you there easily.Back out $110/share cash which should be done with this calculation you get a forward PE way under 10 and a PEG ratio under .5 so fundamentally best value in tech. Sold off on low volume today with worst market sell off since April 10 still a pretty low volume day. May generally looks like not a great month for Tech and Apple will follow that so we are keeping our powder dry currently still buying big pullbacks many positive catalysts ahead.We are still nibbling in the 550s would bite bigger at Fibonacci support of 520-530 or so.Last Big Buy for us was last fall in the 360s we have had an 80%+ run since then. Rest period pullbacks of 10-15% with tech under performance every 6 months are the norm not the exception quite normal and actually healthy for (AAPL) .Trees do not grow to the sky without rest. APD
    May 4, 2012. 04:27 PM | 10 Likes Like |Link to Comment
  • Apple: Take The Money And Run [View article]
    (AAPL) 5 year v (MSFT) 5 year
    Easy to see were to be.
    99% of analysts we respect disagree some actual ANALYSIS here.
    Apple's calendar 2012 will be the most profitable year any publicly-traded company has ever posted, predicts Topeka Capital's Brian White, who maintains a $1,111 PT and trumpets Apple's low valuation. Meanwhile, Piper's Gene Munster, predicts 250million
    iPhone 5s largest refress in the world with 59% margins. WWDC 2012 indicated Apple's edge in developer loyalty, the result of superior app monetization and the iPad's tablet leadership, is
    strengthening and (AAPL) is the #1 aspirational tech brand and logo in the World. Each of our folios with 1035 shares is up 64%
    for 2012 so we stick with analysts with knowledge and fundamental
    skills and let our winners run.Closed an all time high today LOTS
    more to come.
    Sep 7, 2012. 06:59 PM | 9 Likes Like |Link to Comment
  • The iPhone's Growth Rate Has Peaked [View article]
    99.9% of analysts disagree with you projecting 250 million units of iPhone sales this year alone along per top analyst Brain White of Topeka target $1,111.11.We will stay long and strong (AAPL) aspirational brand for the world in Tech Design..
    Aug 31, 2012. 06:39 AM | 9 Likes Like |Link to Comment
  • Apple And The Cult Of The Greater Good [View article]
    Like others you currently bloviate with clueless "chicken little" posts lacking Apple knowledge and analysis skills why you get slammed.Apple will not be great some day we agree.For now with a forward PE of 8 PEG under .5 and ROE 100%/yr (AAPL) IS great. Andy Zaky has the fundamental analysis you lack supporting this at Indeed Apple like Mr Softy will mature in late 2015 and we will sell then. Peter Lynch books will help you with mean reversion which you do not understand and
    many other invsting tools you lack currently. for best Investing/Apple info might help you. Try not to morph into a negative Apple"click" troll like Rocco George Santos et al your writing skills are good and you can be better.
    Jun 28, 2012. 06:25 AM | 9 Likes Like |Link to Comment
  • The Apple 'Free Pass' [View article]
    Go to Yahoo Fiance and graph AAPL v. HD X 5 years Apple the winner by 400%. HD simply matches the S&P.The trend is always your friend. Clueless "chicken little" bloviation will not accumulate wealth, only graph morphology fundamental analysis skills will.We always let our winners run sell only fundamental failure.
    May 25, 2012. 04:47 PM | 9 Likes Like |Link to Comment
  • 'iPanel' Spurs Apple To New High [View article]
    Analyst Peter Misek with Jefferies upped his price target for AAPL stock on Thursday to $800 on the prospect of a television set from Apple. His estimates now include an Apple television set, as he said he has "enough confidence" that the product will be launching in the fourth quarter of calendar 2012.He said the name "iPanel" would be better for the product than "iTV," as the term TV gives a limited impression of what the rumored device will be able to do."It is a display, gaming center, media hub, computer, home automator, etc.," Misek said in justifying the "iPanel" name. "Also, Apple would likely have difficulty getting naming rights from the UK TV network ITV. Beyond the "iPanel" name, Misek believes the Apple television will have a $1,250 average selling price and 30 percent gross margins. He also believes that Apple will sell an additional iPad or iPhone per television set as part of the company's "halo effect," in which customers frequently buy into the Apple ecosystem and purchase more of the company's products.Misek bases his increased confidence on a forthcoming Apple television on three key points. First, he believes the newly announced $800 million agreement between Foxconn and Sharp will play a key role in manufacturing the anticipated television set.Also, Misek said his recent checks in China have indicated that specialty components for an Apple television have begun to ship to the company's suppliers. Specifically, polarized films, filters, and IGZO display components are reportedly being shipped in "small quantities." and Misek also said that his analysis of building permits and satellite images suggests that Apple is doubling the size of its massive North Carolina data center. Apple's plans to add a 4.8-megawatt fuel cell farm at the data center were revealed this week.The analyst expects that Apple will begin commercial production of its forthcoming television set at some point in the months of May or June. He sees between 2 million and 5 million televisions being built in time for a launch at the end of 2012. As such we remain long Apple and are buying major pullbacks.APD
    Apr 9, 2012. 05:12 AM | 9 Likes Like |Link to Comment
  • We Have Seen Apple's Chart Before: A Comparison To Cisco, 1995-2000 [View article]
    CSCO PE was 120 in 2000 during the bubble.You are comparing a Lemon to an Apple without fundamental analysis.APPL forward PE currently backing out cash PE under 10 Growth 20%+ per year so PEG ratio less than .5 So best valuation in company history. APD
    Apr 8, 2012. 03:21 PM | 9 Likes Like |Link to Comment
  • China's Giant Catch-22 [View article]
    We think the Chinese are better capitalists by far than
    the clueless gridlocked mental midgets in Wash DC.
    Easing kicking in more to come (FXI) (CHL) our fav dividender
    "crash " highly improbable in rally mode currently.
    Jul 27, 2012. 05:00 PM | 8 Likes Like |Link to Comment