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Camden

Camden
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  • Apple EPS Setup Against The Whisper Number [View article]
    I think he means BIG money players – such as Carl Icahn.
    Jan 27 10:28 AM | Likes Like |Link to Comment
  • Apple: Too Many Upside Catalysts For The Stock To Go Down [View article]
    Ratty,
    Re: "Sometimes his Anti-Apple fanboy rants are based on knee-jerk reactions and despite what you may say are neither well thought out or well presented."

    Got a link? While I very much disagree with Michael's point of view I have read MANY of his articles and comments and always found them to be rational and well presented.

    Re: "sometimes Michael's hate clouds him from the real facts"

    I've read enough of his articles to know that Michael is not a "hater". However, I completely agree that his strong belief in his investment thesis clouds his ability to see Apple's potential. In my opinion, if Apple manages to maintain it's iPhone sales and margins AND comes up with new products that add 20% to it's bottom line Michael will be writing an article about how he was wrong about Apple as an investment. Time will tell.
    Jan 26 12:05 PM | 1 Like Like |Link to Comment
  • Apple: Too Many Upside Catalysts For The Stock To Go Down [View article]
    aarvark3, That comment is really uncalled for, inappropriate, and makes you seem mean spirited. Michael's point of view may be different from yours but it is well thought out and presented. When a neutral observer compares his commentary to yours it is VERY CLEAR who is the wiser investor.
    Jan 25 12:05 PM | Likes Like |Link to Comment
  • Apple Earnings Preview: What A Difference A Year Makes [View article]
    That would be nice, but I think you're dreaming – 38% would be excellent.
    Jan 23 09:20 PM | Likes Like |Link to Comment
  • Apple Earnings Preview: What A Difference A Year Makes [View article]
    Michael,
    How do you estimate the number of units Apple is capable of producing?
    Jan 23 09:04 PM | Likes Like |Link to Comment
  • Apple Earnings Preview: China Is Critical [View article]
    Nice article bill. With a disappointing earnings report Apple will likely trade down to $485 rather quickly. however, I suspect the earnings will be good – at least in-line with the expectations. IF Apple were to surprise to the upside and give strong guidance I'd expected the stock to hit a 52-week high next week and reach $600 within two weeks. Risk/reward favors longs in my opinion.
    Jan 23 01:55 AM | 1 Like Like |Link to Comment
  • 2014 Will Be The Turning Point For Clean Energy Fuels And Westport Innovations [View article]
    Cparmerlee,
    Your conclusion is the same as mine – how long it will take is the question.
    Jan 21 10:38 AM | 1 Like Like |Link to Comment
  • 2014 Will Be The Turning Point For Clean Energy Fuels And Westport Innovations [View article]
    The conversion to NG is happening. The economics demand it. The only question is how long will it take.

    http://bit.ly/1gpWozu
    Jan 20 07:52 PM | Likes Like |Link to Comment
  • Apple - Is It Losing The Battle Of The Ecosystems? [View article]
    "However, Apple cannot hope to dominate the market with its "walled garden" approach for a long time."

    In the the long run we're all dead. During my lifetime Apple's walled garden approach has been and contines to be the world's all-time most successful approach. Time will tell.
    Jan 16 09:33 AM | 6 Likes Like |Link to Comment
  • Apple Will Drop The Firm Hammer Of Justice On Short Sellers In 2014 [View article]
    The firm hammer of justice?
    Jan 12 03:21 AM | 3 Likes Like |Link to Comment
  • Looming iPhone Price War In China To Boost Apple [View article]

    Stores in China are much larger than the typical store in the U.S.

    http://bit.ly/vqZEXW
    Jan 10 01:50 PM | 1 Like Like |Link to Comment
  • Why The Apple Bears Have Got It Wrong And Here Is The Proof [View article]
    Mdsnj,
    You may be right about those iPhones... This news will certainly help achieve that number:

    http://tinyurl.com/l33...
    Jan 8 08:57 PM | Likes Like |Link to Comment
  • Apple: Panic Time Already? [View article]
    Bill,
    I had to chuckle when I first read your headline. I knew where you were going with it. Nice job.
    Jan 7 11:46 PM | Likes Like |Link to Comment
  • Apple: Panic Time Already? [View article]
    Thanks for the reminder. I had completely forgotten about that pattern of seasonality. Apple is typically a second-half story. Though the next earnings report MAY change that a bit.
    Jan 7 11:19 PM | Likes Like |Link to Comment
  • Apple: Panic Time Already? [View article]
    Michael,
    You usually write well reasoned articles. What's up with "China is important and the CHL deal is important, but the fact is it will not be as massive as many Apple investors hoped"? The FACT is you do not know how "massive" the deal will turn out to be. You presented your opinion, not fact. You may be getting too sure of yourself.
    Jan 7 03:06 PM | 6 Likes Like |Link to Comment
COMMENTS STATS
1,230 Comments
2,351 Likes