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Camden

Camden
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  • Apple Market Share: Slip, Slipping Away [View article]
    It's absolutely true that Apple MAY never release another innovative product. If you think it is wise to invest on that proposition good luck to you.

    Apple remains the world leader in innovative, aspirational consumer electronics and world class manufacturing logistics. Just because the company takes three or four years to develop new products does not, in any way, mean the company is not innovative. Perhaps there are some of you that have not noticed that the number of the world's consumers is growing rapidly and that larger pie is also becoming more interested in buying luxury products that improve the quality of life. Well, that's Apple market. Apple's growing ecosystem of luxury products and services is becoming more pervasive throughout modern society. The Apple Juggernaut is not diminishing. Much the contrary, it is just getting started. The world of consumer electronics is going to be a truly amazing place in the future and Apple (and Google) are likely to remain at the forefront of the change. That's what they do.
    Jun 24 03:26 PM | Likes Like |Link to Comment
  • Apple Market Share: Slip, Slipping Away [View article]

    Boring products with little innovation?
    How can anyone seriously call the iPhone or iPad "boring"? That is ludicrous even if one believes other companies make better smartphones or not.

    Strong and growing competition?
    No doubt about it. How much profit has made selling Macs against the thirty year tidal wave of competition from the PC industry? A LOT of profit.

    No presence to speak of in fast growing regions?
    Ten percent of the Market in China and a higher percentage of profits should certainly qualify.

    iPhone 6 may be last hurrah?
    I suppose Apple's thousands of engineers are really just automatons still waiting for instructions from Steve Jobs.
    Elvis may be living in a secret underground hideout at Graceland too.

    --------

    It's absolutely true that Apple MAY never release another innovative product. If you think it is wise to invest on that proposition good luck to you.
    Jun 24 02:25 PM | 2 Likes Like |Link to Comment
  • Apple's Playbook Revealed [View article]
    Re: "Apple will have one last opportunity to really rev up its shares..."

    One last opportunity?
    That comment seems more appropriate for Blackberry than Apple.
    Jun 20 06:21 PM | 26 Likes Like |Link to Comment
  • The 'Apple To Buy Tesla Motors' Question Settled [View article]
    The idea that Apple should buy Tesla was and remains ridiculous. There is very little, if anything Apple can bring to Tesla besides money and nothing Tesla does for Apple except disrupt management's focus on consumer electronics and dilute the brand. Shear nonsense from a business point of view.

    That said, IF Apple developed a new battery technology that could significantly enhance the production of electric cars as well as consumer electronics THEN Apple may have a reason to buy Tesla. But that's about as likely as Johnson and Johnson discovering a cure for cancer.
    Jun 20 10:44 AM | 5 Likes Like |Link to Comment
  • What Are Apple Shares Really Worth? [View article]
    Techy,
    Do you think you may change you mind about wearables if Apple introduces the iWatch this October with TV commercials similar to the video in the article linked below:

    http://tinyurl.com/co6...
    Jun 19 03:38 PM | Likes Like |Link to Comment
  • Apple iWatch To Ignite Quantified Healthcare Revolution [View article]
    I agree the iWatch may well be a blockbuster product. It's potential for establishing a more secure mobile payments platform in conjunction with a personal health monitoring platform COULD make it more valuable than the iPhone. Take a look at the link below (more than a year old) to see the health-related possibilities the iWatch may give us.

    http://tinyurl.com/co6...
    Jun 19 10:35 AM | 1 Like Like |Link to Comment
  • Clean Energy Fuels Is A Terrific Buy On The Pullback [View article]
    You had me until you stated Plug Power may be a threat. You can't be serious. Plug Power will have a hard time developing the fork lift market much less the long haul trucking market.
    Jun 19 12:47 AM | 18 Likes Like |Link to Comment
  • Equity Research Analysts Covering Apple Hit The Bulls-Eye! [View article]
    Re: "...after price targets are hit, net shorts become the new consensus for market price positioning."

    I do not see the logic in that. Stocks go through price targets every day. Momentum often carries stocks well above the consensus and then price targets are raised. The consensus price target on Apple has been moving upward steadily since it's last earnings report.
    Jun 14 08:25 PM | 2 Likes Like |Link to Comment
  • Forward T-Bill Rates Twist Up In 2016, Down In 2019, And Plateau At 3.68% From 2022 Through 2024 [View article]
    VERY cool animation! Loved your rapid synopsis of the 50 years of rate changes. I remember the wild interest rates of the early eighties but did not realize the extreme volatility on the long end had occurred like that. Fascinating. Thanks. I really enjoyed your presentation!
    Jun 13 01:49 AM | Likes Like |Link to Comment
  • Forward T-Bill Rates Twist Up In 2016, Down In 2019, And Plateau At 3.68% From 2022 Through 2024 [View article]
    It would be fascinating to see an animation of how these calculations change over time – especially if run in conjunction with data from geo-political and/or socio-economic trends. Interesting work you've got there.
    Jun 12 08:44 PM | Likes Like |Link to Comment
  • Forward T-Bill Rates Twist Up In 2016, Down In 2019, And Plateau At 3.68% From 2022 Through 2024 [View article]
    Have any idea what this methodology in 2004 was calculating rates would be in 2014? I'd bet it was well above the current rates.
    Jun 12 06:59 PM | Likes Like |Link to Comment
  • Here Is My Take On The Apple Stock Split [View article]
    Bill, The comments you included at the end of the article suggest you are primarily a momentum investor. Is that how you would describe your style of investing?
    Jun 12 10:25 AM | Likes Like |Link to Comment
  • Raising My 2014 Apple Price Target To $101.28: $223 Billion In Sales For Fiscal Year 2015 [View article]
    Lawrence,
    That's a very interesting proposition. But there are two reasons I don't see it happening. One, the market is not very large. Secondly, and related to the first reason, putting IMAX into the Apple ecosystem would not change the world. Apple seriously intends it's products to advance how humans live. I know Beats headphones don't change anything, but the company's curation technology and it's passionate leaders will help enable Apple maintain it's domination of the music industry. Steve Jobs said the key to success is having passion for what you do and surrounding yourself with very talented people. That's what Apple acquired with Iovine and Dre in the Beats purchase (not to mention a streaming service that Apple can plug into iTunes and build into something truly impressive). The iWatch health and fitness monitoring is Apple's latest focus. Time will tell.
    Jun 12 02:17 AM | Likes Like |Link to Comment
  • Raising My 2014 Apple Price Target To $101.28: $223 Billion In Sales For Fiscal Year 2015 [View article]
    Alex, Do you own ANY stocks? 'Just wondering if there are stocks you like more than Apple.
    Jun 12 01:39 AM | Likes Like |Link to Comment
  • Apple: Let's Not Get Ahead Of Ourselves [View article]
    $7.13 of earnings and a 16 p/e seems about right for Apple's fiscal 2015. Given Apple's new initiatives I see consumer mindshare heading in Apple's direction. My guesstimate for 2016 is for something like $8.10 of earnings and a 16 p/e – but that may indeed be "getting ahead of myself" as the author puts it.
    Jun 10 02:54 AM | 1 Like Like |Link to Comment
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