Seeking Alpha

DWFreidell

DWFreidell
Send Message
View as an RSS Feed
View DWFreidell's Comments BY TICKER:
Latest comments  |  Highest rated
  • Apple: Reevaluating My Investment [View article]
    Many times a stocks true valuation is more forward looking than looking at current metrics or past performance. If you get too caught up in past performance, you will never see the the upside coming, nor the downside looming. Too many investors have found this out the hard way. AAPL has a tremendous pipeline of new products forthcoming. However one must ask, will they make a profit, will customer demand and interest pique like it did on so many of their past projects, what comes next from these guys? Those are the questions we must focus on that will determine the long term valuation and logic for investment in this stock.
    Jun 9 02:55 PM | 8 Likes Like |Link to Comment
  • The Genius Of The Apple iPhone 6 [View article]
    jj1937-Google closing the Motorolla plant here in Ft. Worth, which made the MotoX. Not enough demand was the reason. Likely though there were cost implications. Americans want good quality cheap stuff. The Chinese have come around on the quality and with 1 billion people there, cheap labor will always be available. Hence the American companies are all flocking there to not only manufacture, but now with a new Chinese middle class, there are huge sales gains as well. So before you criticize Americans not buying American, look around for the facts.
    Jun 26 11:37 AM | 5 Likes Like |Link to Comment
  • Why Apple Won't Build A Cheap iPhone... And Why It Should [View article]
    If you are just comparing hardware, so be it. But for those who go beyond the physical phone, Apple is way ahead with their ecosystem. We have friends who live in China and for the most part, they are tired of the crummy cheap phones that offer little other than making calls and internet connection. They and most of their friends want the Apple iPhone even if it means an older model. As they remind me, its not about the name on the phone, its about what can this phone do for me. Apple more than Android, Windows or others can do what these people want. Granted as missionaries the can't afford much, but their expectations are that a iPhone 4 or 5 is still better than what Samsung or Google offer.
    Aug 12 02:34 PM | 4 Likes Like |Link to Comment
  • Cramer's Mad Money - Apple: Show Me The Money (4/23/13) [View article]
    Apple does not need Netflix, its ecostructure ITunes will make more money this year than the total market value of Netflix. It's content may have some value but soon with the gear up of the Studio's that content will no longer be valid. Apple has many times more customer relationships than does Netflix, so watch out Netflix and Redbox, your days are numbered.
    Apr 24 02:26 PM | 4 Likes Like |Link to Comment
  • Housing - Misguided Optimism Continues Unabated [View article]
    Upfront disclosure, I am long on several housing stocks. That said, I have been considering bailing out. However, my daughter and her husband are in the market for a new home and that has given me real time perspective. In Texas, particularly the DFW area, home prices have made a significant turn in the last 90 days. Homes they considered 5 months ago in the $150K range are in the $180K now. What is more surprising is the lack of inventory. When looking graphically at the homes for sale in the middle income to upper middle neighborhoods, last month sales outnumber available listings by 4 or 5 to one. There are whole neighborhoods where there are NO homes for sale at all. Their search is becoming limited and frequently homes are now selling at asking price or more. New home construction by larger builders are mostly completed neighborhoods with limited new development in the starting stages. Thus I see prices of existing homes now narrowing the gap to new home prices significantly. So that all said, I am still cautious as I am not sure the big builders have the land ready to go to take advantage of the pent up demand. However, if prices rise in support of the high demand, then margins may jump, just lower volumes. Either way could spell wide spreads on these stock prices.
    Mar 19 11:54 PM | 4 Likes Like |Link to Comment
  • Why Apple Won't Build A Cheap iPhone... And Why It Should [View article]
    I think Apple is on the right path. Once the iPhone 6 comes to market, that will free up an enormous supply of used phones to recycle into new phones for BRIC markets. Apple is way ahead on this and I believe we will see a great deal of marketing by them and others for trade-in values when the 6 surfaces. I know that our company has plans to by all new 6's for our staff to replace our 5's. My family which mainly have 4's and 4S's also plan to upgrade at that time. So you could see as much as 50mil of these phones available next year for those markets.
    Aug 12 02:29 PM | 3 Likes Like |Link to Comment
  • Apple's iWatch May Have A 37% Net Profit Margin [View article]
    Don't discount that the Apple infrastructure will drive sales to the iWatch. Already in iOS 8 we are seeing a number of options that will benefit an iWatch. Fashion will also drive this vehicle as will peer pressure. This is all dependent upon Apple delivering a watch that is so typical of Apple, loaded with features that consumers never realized that they wanted, but flock to anyway. The Apple ecosystem wasn't around when the iPod and iPhone came into existence, in the degree it is today, so look for this phone to be an extension that fully takes advantage. Something Samsung and others can only envy. If the watch is as promised, I will be a buyer and am long on APPL and getting longer.
    Jun 25 09:21 AM | 3 Likes Like |Link to Comment
  • Calling the U.S. renewable fuels mandate "unworkable," Phillips 66 (PSX) CEO Greg Garland says lawmakers should stop raising the amount of ethanol required to be mixed into gasoline, an issue he says affects the entire refining industry. The EPA's proposal plus flat/declining U.S. demand for gasoline means refiners may hit the blend wall by 2014, after which more ethanol can't be added to the fuel supply. [View news story]
    Ethanol destroy's many engines and fuel systems. Someone needs to litigate this against the Federal Govt as Congress is creating this problem. Cost to produce ethanol creates a larger carbon footprint and energy use than it delivers. We need to stop this madness.
    May 8 02:51 PM | 3 Likes Like |Link to Comment
  • 6 Reasons To Buy Back Into Apple [View article]
    AAPL-Great company, bad press.
    Apr 11 09:42 AM | 3 Likes Like |Link to Comment
  • Apple: It's Panic Time [View article]
    Apple has always been very secretive about its future products. That both helps and hurts them as we have seen. Though what has hurt them more than anything, is to put out a product that is flawed. Such as the new IP5 with a flawed Maps program. Or the IP4 with a bad antenna. So, I believe Cook when he says their passion is to make the very best products for their customers. And if it takes longer to get perfection, in the end they will get hammered less than if they rushed products to market or made product announcements they can not possibly fulfill. I am out of the market now, but definitely view this latest drop in AAPL as an opportunity to buy back in at a low low price. A year from now many will be regretting not jumping in on this downturn.
    Jul 1 10:13 AM | 2 Likes Like |Link to Comment
  • Apple Solved Its First Problem [View article]
    The media and for that fact consumers comparison shop/compare the hardware aspects of Apple and Samsung. I think that is short minded, as Apple has built this ecostructure around all of its products that makes the sum of all the hardware, software, apps, etc. add up together more than the sum individually. Our company has found ways to use this ecostructure to our benefit, providing better efficiency -plus to display to our customers our technology brings real benefits to them as well. As such, if a phone is bigger or smaller or talks differently or not, is just not what I am focused on. I really don't care. Apple helps me make more money, sadly our trials with Blackberry, Palm, HTC and Samsung have not, as they are singularly focused. I look forward to new products from Apple as it will quite possibly open new doors for my company. I am long AAPL, bought more today.
    May 16 04:00 PM | 2 Likes Like |Link to Comment
  • Apple Updates Processors & Prices of MacBook Pro With Retina Display [View article]
    I have owned and used Mac's since their inception, along with many other PC desktops and laptops. No longer is just the hardware and software at issue its the integration of all of these devices. Apple excels in doing just this. Ecostructure will be come even more important and apparent as new apple products are marketed. A touch screen on my MacBook Pro would be nice, but no way I am abandoning my ecostructure to get just that feature. MS, I am sure envy's this and is trying very hard to catch up here. Doubtful except for the Apple haters will easily switch unless there is significant reason to do so. So my investment in APPL stays long.
    Mar 2 08:09 AM | 2 Likes Like |Link to Comment
  • Apple: iOS7 Might Be Another Shot In The Foot [View article]
    To me the design is clean, crisp and a vast change from the current Android design that seems to scream it graphics to you. I am looking forward to the new IOS7, and many of the new features it offers. Apple gets few kudos for providing the updates free of charge. Thanks Apple!
    Jun 13 10:40 AM | 1 Like Like |Link to Comment
  • Tim Cook's Improbable Victory In Washington [View article]
    The Politicians in their lust for more tax money, have cut corporate loopholes, increased taxes on corporations for years, figuring that "People" who vote would support this. Instead, what has occurred is manufacturing has been largely pushed off shore, and as well the profits that go with that. The "People" who supported these Politicians have largely been displaced from their jobs, and their over promising Unions have largely shrunk. Now these same Politicians want more money from the "Greedy" Corporations, so they can take care of the "People" who are suffering so. Stop this insanity PEOPLE! A free ride never lasts very long and usually takes you some place where you don't want to go. Politicians are the greedy ones here, who never have to face up to their decisions made, they just point the fingers at others. What we need in this country is real Tax Law Changes, which put us on a competitive basis with the rest of the world. We need to bring manufacturing back here to the US, were taxation is properly realized. I believe this is what Apple is referring to, and when you give it due thought, they are right.
    May 23 12:02 PM | 1 Like Like |Link to Comment
  • Apple: Too Far, Too Fast? [View article]
    Bill, good article, thanks for sharing. While there is much debate and consternation on Apples current products, new products is what all investors are truly focusing on, and when that happens, the stock will be rewarded handsomely. Your analysis is a good one based upon pre-product analysis, but once those new products are out, Katy bar the door, it will be a growth stock again. If the new products are not well thought out, then likewise, it will drop like a tank in the ocean.
    May 7 12:48 PM | 1 Like Like |Link to Comment
COMMENTS STATS
30 Comments
52 Likes