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rickraphael

rickraphael
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  • Apple: Where The Bears Have It Wrong [View article]
    Is anyone else getting bored with the All Blair All The Time Channel here? Maybe they should change the name of the web site to Seeking Blair. Sheesh, enough already with this lunatic.
    Sep 30 06:27 AM | 11 Likes Like |Link to Comment
  • Apple's Incredible 10 Million Unit Sales-Fact [View article]
    What would really make me happy is not seeing his face in the "Recommended for you" popup at the bottom of my SA page :)
    Sep 29 06:52 PM | 2 Likes Like |Link to Comment
  • Michael Blair's Analysis Of Apple's 10 Million First Weekend Sales Is Way Off Base [View article]
    I've never seen anyone keep kneecapping himself like Blair unless it was Rocco Pendola a couple of years ago. Eventually everyone tunes them out.

    I love it when Chuck and others rebut Blair. That way I get the gist of the nonsense without giving him the satisfaction of a click.
    Sep 29 05:24 PM | 7 Likes Like |Link to Comment
  • Michael Blair's Analysis Of Apple's 10 Million First Weekend Sales Is Way Off Base [View article]
    Stocks are not investment grade paper. Wise investors “speculate” with money at risk in stocks and then invest the proceeds in bonds and other assets with contractually guaranteed income streams. A stock, especially the common, is never an investment.

    Only a fool (or someone with real insider info) speculates on the shares of the company that pays his salary. If the unexpected happens he’s out both the income and his savings. So, no surprise that Apple executives sell their vested shares immediately. So do many others with vesting shares. They don't need the money to live on today, they need it for tomorrow. You mistake speculators for investors, as do most who write for SA.
    Sep 29 05:16 PM | 3 Likes Like |Link to Comment
  • Apple's Incredible 10 Million Unit Sales-Fact [View article]
    Stopped reading the Blair Chronicles over a year ago. A one trick pony with no insights as far as Apple is concerned.
    Sep 29 02:52 PM | 4 Likes Like |Link to Comment
  • Apple Will Do A Television Set [View article]
    I think the Samsung zombies should just put the phone where the sun don't shine. The same place their heads are.
    Sep 25 07:31 PM | Likes Like |Link to Comment
  • Apple Short Interest Jumps 44% [View article]
    Same sort of nonsense surrounded the iPhone 5 and 5S launches:

    Sapphire lens cover makes all your pictures look "purple" - really killed the 5 sales didn't it? Not. Also, remember "scratchgate"?

    Touch ID on the 5S meant thieves would steal your phone and cut off both your hands so they could find which fingerprint you use to unlock your phone. Or follow you around lifting fingerprints off the detritus of your life. Be very afraid iPhone sheep, the wolf is lurking.

    There is no end to the gullibility of Samsung zombies hoping for an Apple killer. OK, fun's over kids, time to go back into your crypts until next September.
    Sep 25 08:32 AM | 8 Likes Like |Link to Comment
  • Do The Math: Apple's Fiscal 2015 EPS To Rise (At Least) 25% [View article]
    The Android truthiness machine is in high gear.
    Sep 24 08:50 AM | 6 Likes Like |Link to Comment
  • Apple iPhone 6: The Good, The Bad, The Ugly [View article]
    "Call me irresponsible"... but I'm looking for 46M iPhone 6 in Q414.
    Sep 23 05:48 PM | 2 Likes Like |Link to Comment
  • Apple Hasn't Solved The Smart Watch Dilemma [View article]
    Just listened to a fantastic review of the Apple Watch by Horace Dediu (Asymco) on The Critical Path http://bit.ly/1lXVXTl

    Horace WORE the watch after the presentation so his comments are valid impressions. More interesting is his insight that the Crown device used to control the watch display options represents a disrupting interface in this field similar to the original mouse, iPod wheel and iPhone touch interface. He suggests, and I agree, that this new input interface is a game changer and represents the heart of the aWatch invention. No one else has picked up on this yet.
    Sep 11 10:22 AM | Likes Like |Link to Comment
  • Apple Hasn't Solved The Smart Watch Dilemma [View article]
    1. I have an iPad 1.0. Use it every day. Great device if you understand it.

    2. Why don’t we wait until Apple announces specs for battery life and water resistance before making things up?

    3. Apple Insider’s Daniel Eran Dilger actually WORE the watches and said “When photographed, the watch looks rotund and chunky, almost impossibly too fat to even call a watch. However, when worn the experience is completely different. Worn on the wrist, the device feels slim. The sport version, made out of lighter aluminum and glass, feels noticeably lighter, as if its barely there.” http://bit.ly/1qE8aMK

    Another example of shoot first and get the facts later.
    Sep 10 09:07 AM | 5 Likes Like |Link to Comment
  • A Better Entry Point For Apple Will Become Available For Patient Investors [View article]
    @pocohonta:
    My sentiment exactly! I’m a long term value investor (in APPL) not a tech trader but I do study the statistical anaysis of AAPl and I noticed the anomoly in AAPL’s 5 year trend last November (2013) and predicted $750 by September of this year (107.14 split adjusted). I’m sticking to that and see further momentum into late winter if Apple delivers the goods as promised unless Putin decides to start WW III.

    That said, AAPL is a value because Job’s left a money making machine with a formula and a team for product development and production in the hands of the man who made Apple into the most profitable tech company in history. It’s also a seasonal stock and there will be good entry points in the spring of next year after the winter run up off the product intros. But nothing like the numbers opined here.

    To see APPL at a 40% - 50% discount again will take another stiff recession. That recession will come but not until we see an inversion of the yield curve which, in my opinion, is 3-4 years off. To do tech analysis with AAPL is is essential to understand the statistical volatility of the stock.
    Aug 3 06:14 PM | 1 Like Like |Link to Comment
  • Apple: Is It Time To Take Profits? [View article]
    I haven't run a DDM in a long time but when I was doing them regularly I rarely saw a stock trading above it's DD valuation, so this is unusual. The reason being that the DDM model is available to all traders and the history of dividend increases is common knowledge. So dividend stocks were generally fully valued.

    The caveat is that APPL has only 2 years of data to draw a dividend growth rate conclusion from and that's the value that determines the valuation. The market apparently disagrees with you but that doesn't mean you're wrong, just that you're planning for higher dividend increases than the market as whole.

    Nice job! I've been waiting for someone to make a DDM projection like this. Thanks for doing the work.
    Jun 1 02:55 PM | 8 Likes Like |Link to Comment
  • Apple Bears Can't Walk And Chew Gum, Stock Heading To $700 [View article]
    MB has become so predictable that you know who wrote the article just from the headline. I gave up clicking on that clown long ago. There have been a few like him before on SA who eventually bit the dust. I expect in a year he and his histrionics will be history.
    May 28 02:14 PM | 7 Likes Like |Link to Comment
  • iPhone 6 Expected To See Robust Demand [View article]
    Agree. I got suckered too! Won't make that mistake again.
    May 22 10:32 AM | Likes Like |Link to Comment
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