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Bizzare

Bizzare
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  • The Metric That Favors Apple Over Google [View article]
    Do you know if there are any mutual funds that use this methodology?

    thanks
    Nov 24 11:25 AM | Likes Like |Link to Comment
  • The Metric That Favors Apple Over Google [View article]
    I'm sure you're right, but I can't seem to get the same numbers.

    Here are my numbers for Apple:

    FROIC = 25% - Free cash flow 2013: $35 - Total Capital: $141

    Yield 2.3%
    Growth = FROIC * Reinvestment rate: .25 * .73 = 18%
    Yield + Growth 2.3 + 18 = 20.3%


    Free Cash Flow estimate per share: Free cash Flow $35 * 1.203 = 42.11

    Mycroft Free Cash Flow: $515/42.11 = 12.22

    -----------

    Can you please correct my numbers.\

    thanks
    Nov 21 02:33 PM | Likes Like |Link to Comment
  • The Metric That Favors Apple Over Google [View article]
    Great analysis.

    Would you mind posting your worksheet please.

    Thank you..
    Nov 21 10:44 AM | Likes Like |Link to Comment
  • BlackBerry Vs. Apple: Which Is A Winning Bet For 2013? [View article]
    Unfortunately that's not how it works.
    If earnings are shrinking the stock is going anywhere.

    Apple needs needs to reform the way it communicates with investors. It's too secretive, that environment is not helping.
    Mar 31 12:23 PM | 1 Like Like |Link to Comment
  • Where's The Hot Money Drained From Apple Stock? Can Behavioral Analysis Find It? [View article]
    And I take it, that an inflow of $40 billion from Apple, would not have the same impact as $20 billion from a few hedge funds?
    Mar 30 05:36 PM | Likes Like |Link to Comment
  • Where's The Hot Money Drained From Apple Stock? Can Behavioral Analysis Find It? [View article]
    Peter,
    So it took $7.5 billion or so in draw down to reduce the value of AAPL. So what will it take in dollar terms to do the opposite?
    
    Mar 30 01:24 PM | Likes Like |Link to Comment
  • Apple (AAPL) is upgraded to Buy by BTIG's Walter Piecyk, who makes the move acknowledging the company is set to report an ugly Q1 miss and soft guidance. Piecyk notes he made his April 2012 downgrade ahead of what was surely going to be (and was) a blowout quarter. Shares +1.1% premarket. [View news story]
    This makes the whole story worthless. Like much of these stories that are propagating online.
    Mar 15 10:26 AM | Likes Like |Link to Comment
  • Apple (AAPL) is upgraded to Buy by BTIG's Walter Piecyk, who makes the move acknowledging the company is set to report an ugly Q1 miss and soft guidance. Piecyk notes he made his April 2012 downgrade ahead of what was surely going to be (and was) a blowout quarter. Shares +1.1% premarket. [View news story]
    Maybe i'm missing something but Q1 was already reported.
    Mar 14 09:30 AM | 4 Likes Like |Link to Comment
  • IDC dials up its 2013 tablet forecast by another 11%, this time to 190.9M units. The popularity of smaller tablets is a big reason why - the firm estimates half of Q1 shipments will involve sub-8" devices. Android (GOOG) is now expected to be the most popular OS - IDC forecasts a 48.8% share, up from a prior estimate of 41.5%. The iPad (AAPL) is seen having 46% of the market, and Windows 8/RT (MSFT) just 4.7%. 2017 shipments (not an easy thing to predict) are seen totaling 350M. IDC expects PC shipments to fall 1.3% in 2013 to 345.8M units. (Q4 figures[View news story]
    There's a reason why apple owns the enterprise side of the business.
    Mar 12 04:22 PM | Likes Like |Link to Comment
  • Google Is Taking Over The World, One Phone At A Time [View article]
    Google will never successfully monetize android.
    Android is built around the free concept, it will always be for free loaders.
    Feb 19 04:35 PM | 2 Likes Like |Link to Comment
  • What Will Apple Do With That Cash? [View article]
    I'm interested in knowing if Apple can place its overseas cash into financial investment shell companies then turn around and borrow the money as debt to buy back its own stock?

    Please comment on the idea and the legality
    Feb 14 04:25 PM | Likes Like |Link to Comment
  • Nokia Cedes Global Mobile Internet Usage Top Spot To Apple, But Samsung's Star Is Rising [View article]
    Apple will always be the Prada of smart phones.
    Feb 4 02:48 PM | Likes Like |Link to Comment
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