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Camden

Camden
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  • Amazon's New Smartphone Spells Trouble For Apple [View article]
    Scott trader,

    We should listen to this guy?

    He concludes his article with: "...then investors can anticipate continued downward pressure on AAPL's share price."

    If what we've been experiencing is downward pressure on AAPL's stock price then AAPL investors should be DELIGHTED Amazon is bringing out a phone!
    Jun 9 06:32 PM | 4 Likes Like |Link to Comment
  • Illumina Is Up 140% In The Past Year, But Can It Illuminate Your Portfolio Going Forward? [View article]
    Re: "There aren't really any good fundamental reasons why the company is up so strongly..."

    You've got to be kidding. For starters, In January the company introduced a new high-end product that is essentially ten of its previously highest end machines in one package with additional software that sells for $10 million. They expected to sell 5 of those systems in 2014 – they have sold 9 in the first quarter alone and the pipeline indicates orders will continue at that pace for some time. Illumina continues to outpace what little competition there is and the market for their products and services is still in nascent stages. The longer they dominate due to their first mover advantage the more entrenched the market will be in their system.

    The company's market position has certainly improved in recent months and all signs point toward domination of what will soon become a > $100B market.
    Jun 9 10:52 AM | 4 Likes Like |Link to Comment
  • Apple Stock Price Likely To Peak Before Long [View article]
    Re: "...Apple's market cap should be a trillion dollars"

    If you bought Apple for a trillion dollars how many years would it take for your investment return your trillion dollars through earnings?
    Jun 1 01:34 AM | Likes Like |Link to Comment
  • With Sapphire In The iPhone Almost Confirmed, GT Advanced Technologies Looks Like A Buy [View article]
    Re: "...most of the general public (including WS) are at this time obvious to GTAT or LQMT.

    Did you mean "oblivious"?
    May 30 08:42 PM | Likes Like |Link to Comment
  • Apple Stock Price Likely To Peak Before Long [View article]
    richbar, I have to agree there is little rebuttal here. That said, How many time does someone have to cry wolf before you believe there is no wolf?
    May 28 11:30 AM | 2 Likes Like |Link to Comment
  • Apple Stock Price Likely To Peak Before Long [View article]
    richbar, I have to agree there is little rebuttal here. That said, How many times does someone have to cry wolf before you realize there is no wolf?
    May 28 10:34 AM | 1 Like Like |Link to Comment
  • Why The Apple/Beats Deal May Be Dead [View article]
    Re: "Perhaps the people at Beats assumed on the basis of the meeting that it was a done deal. If so, they shouldn't have."

    Unless it WAS a done deal.
    May 27 10:04 AM | 5 Likes Like |Link to Comment
  • Apple's Split: What You Need To Know [View article]
    Another exellent article Bill.
    May 27 12:57 AM | 7 Likes Like |Link to Comment
  • Why Apple Is The Perfect Stock For Anyone [View article]
    You clearly don't understand what Jobs meant. You are clueless if you think he meant thievery. He meant Apple didn't "invent" the computer or the mp3 player or the smartphone or the tablet – it "stole the idea" of those devices and figured out a way to make them better. In your world Elon Musk would be a thief for stealing the idea of a car and building a better one.
    May 26 03:25 PM | 2 Likes Like |Link to Comment
  • Why Apple Is The Perfect Stock For Anyone [View article]
    DW, I think you are mistaken about Michael Blair. Firstly, he has not been continuously short Apple. Secondly, I'd say he's quite smart about the way he goes about his investing – using hedges to mitigate his risk. He has certainly been wrong about Apple much of the time (and I think his current short position is likely to cause him to take a loss) but he knows what he is doing. He thinks competitive forces have caught up with Apple and over time will overtake them enough to necessitate the stock deserving a much lower PE. In my opinion, he may be right – but early in his timing. He's certainly right about Apple's need for new products – and that is perhaps where I differ greatly with him. I believe Apple has only just begun to monitise the opportunities it's ecosystem/brand is presenting and will continue to grow earnings. I believe Michael sees stagnation not growth. At least he's willing take a bit of a loss short term until actual earnings growth proves him wrong.
    May 26 01:21 PM | Likes Like |Link to Comment
  • Why Apple Is The Perfect Stock For Anyone [View article]
    Jim, It's not likely to stop in my opinion. Apple has huge opportunities ahead and WILL redefine what most consider possible. It's just that the percentage increase in earnings and market cap cannot increase as fast as it used to. Markets are not infinitely large.
    May 26 12:56 PM | Likes Like |Link to Comment
  • Why Apple Is The Perfect Stock For Anyone [View article]
    Sometimes life is strange. That is a prime example.
    May 25 11:55 AM | 2 Likes Like |Link to Comment
  • Apple's Global Picture In 1,500 Words [View article]
    There may be no NEW Chinas but the existing China Mobile rollout of 4G network and iPhone across its cities has just begun. Not to mention MANY more new stores in China.
    May 25 11:29 AM | 14 Likes Like |Link to Comment
  • Why Apple Is The Perfect Stock For Anyone [View article]
    QTR, Apple's my largest position by far but there is no way Apple is possibly the most attractive its been as a buy in the company's history. The market cap makes it much too difficult for the stock to rise nearly as fast as it did four or five years ago. It's one thing add $100B to the market cap to a $100B company – it's another to add $500B to a $500B company.
    May 25 02:55 AM | 5 Likes Like |Link to Comment
  • Apple: Yes To The iBuild 3-D Printer [View article]
    Will someone please explain to me why I (or other consumers) need a 3D printer?
    May 22 10:11 AM | 2 Likes Like |Link to Comment
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