Seeking Alpha


Send Message
View as an RSS Feed
View Camden's Comments BY TICKER:
Latest  |  Highest rated
  • Zaky: An Early Look at Apple's Fiscal Q3 Earnings [View article]
    Re: "I think they need the next big thing to maintain their uber-strong brand and growth. Not sure where that will come from."

    Apple's current products (and their successive models) ARE the next big thing. Think C-H-I-N-A. Apple has, for all intents and purposes just started selling there. The China market is certainly going to be multiples of the U.S. market in a few years. Then there will be India that has more kids under ten years old than we have in total population. Tim Cook has stated that Apple is thinking of ways to address that market. Future growth for Apple is not a problem. Sure, it will not be like the recent 80-95% growth, but it will be 20-30% for several years to come after this extraordinary explosive growth slows. Remember, iPod owners bought new iPods. iPhone owners buy new iPhones. The same will be true of iPads. The Apple community is rapidly expanding across the planet – but it has at least a decade or two before that community stops growing.
    Jun 1, 2011. 01:30 AM | 1 Like Like |Link to Comment
  • Zaky: An Early Look at Apple's Fiscal Q3 Earnings [View article]
    Constable, Your thinking is much too short term. Apple is heading the mobile revolution and it has only a small share of several rapidly expanding markets. PE contraction is nothing new to very large companies. What IS new is the ability of a very large company to continue growing like a much smaller company. Wall Street will catch on and the stock price WILL go up as earnings increase. Every day that goes by without a stock price increase the stock becomes a safer, more valuable holding. The cash alone will force their hands. You'll see.
    Jun 1, 2011. 01:06 AM | 4 Likes Like |Link to Comment
  • Apple's Stock at a Critical Juncture [View article]
    Right. Like IF you bought a company you would give it to your employees. LOL
    May 24, 2011. 02:28 PM | Likes Like |Link to Comment
  • Own Apple? It's Time to Buy Puts [View article]
    Richard, Nice article. I don't know why anyone would have a problem with you point of view. Smart investors and traders know it's a good idea minimize risk and that's what you are suggesting – and to do so while option prices are lower. Smart. Whether long or short Apple your thesis makes sense for anyone that considers risk management.
    May 24, 2011. 01:28 PM | 1 Like Like |Link to Comment
  • The iPhone 5: Coming This June [View article]
    Andy, Great article as usual. Beautifully written. But I think you are really stretching a bit to say: "Peter Oppenheimer might as well have just said, “Despite what you might hear on Wall Street, we expect the iPhone 5 to be released in late June or early July as planned.” While I suspect your conclusion will turn out to be correct, certainly there are possible additional reasons for the increase in OpEx.

    I enjoyed your comment that "there’s very little chance that Apple will both delay the release of the device and make only minor changes. It’s either one or the other." Common sense rarely seen in SA articles.
    May 19, 2011. 11:07 AM | 2 Likes Like |Link to Comment
  • Apple's Many Failures and Why It's Time to Buy [View article]
    I think it's fascinating how people choose to see speculation in the press as truth. Apple has done nothing but execute beautifully – period.
    May 18, 2011. 11:33 AM | 3 Likes Like |Link to Comment
  • Zaky: Why Apple's Guidance Is Still Important [View article]
    Prazan, Keep in mind that because Apple is constantly going into new geographies it is still selling every iPhone and iPad it can manufacture and distribute. That means Apple only needs to know that figure. They likely have a good handle on quarterly manufacturing capacity. As for Mac and iPod sales, they can judge that by trends in retail demand in each geography.
    Apr 30, 2011. 04:17 PM | Likes Like |Link to Comment
  • Zaky: Why Apple's Guidance Is Still Important [View article]
    I'll throw in my 2 cents and say you should keep in mind that if there is news on S.J. the price July 1st could vary by over $100 depending on it being positive or negative. Any drop on such negative should be a great buying opportunity for longer term investors.
    Apr 26, 2011. 05:37 PM | 1 Like Like |Link to Comment
  • Zaky: Why Apple's Guidance Is Still Important [View article]
    Andy, the other day I sent Greenberg a email in line with what you point out in this article... but as usual you say it so much more precisely and thoroughly. Thanks for your excellent contributions.
    Apr 26, 2011. 12:12 PM | 1 Like Like |Link to Comment
  • Apple: No Longer Hostage to the Seasons [View article]
    This trend may be due in large part to the fact that the iPod (which is the Apple product most likely to be given as a gift) has been declining in sales recently. That said, I think simply the fact that Apple is moving rapidly into world markets that are not primarily Christian will tend to even out the Christmas seasonality.
    Apr 26, 2011. 11:58 AM | 4 Likes Like |Link to Comment
  • Apple Earnings: Business as Usual [View article]
    I appreciate technical analysis but Apple's chart is history. That $355 price will also be history soon. Earnings dictate that the stock goes higher. Maybe not today or week but it WILL go higher. Apple's PE can only go so low with this kind of earnings momentum and expanding markets.
    Apr 21, 2011. 11:40 AM | 2 Likes Like |Link to Comment
  • Did Apple Inadvertently Pre-Release Its Earnings? [View article]
    Andy, I don't get it. In each case Apple stated they sold "more than" or "over" the number mentioned. It could well have been many millions more units. There is ZERO opportunity to know how many units Apple sold through March based on this filing.
    Apr 20, 2011. 11:19 AM | 3 Likes Like |Link to Comment
  • 5 Shorts to Consider [View article]
    I like your thinking on all but CMG – it has a VERY efficient business model and a great employee training & incentive plan. The company has a LOT of room for expansion into new markets. Also, those $9 burritos are great and they're big enough to feed two people. The stock IS pricey at current prices (typical for fast growers with excellent long term prospects) but I'd cover on the next pullback if I were in your shoes.
    Apr 14, 2011. 01:08 PM | Likes Like |Link to Comment
  • Why I'm Selling Apple [View article]
    It was a long winded explanation, but his point was that he was selling BECAUSE of his emotions. As Rocco said, he's "frustrated". That IS reason enough for a trader to sell. But NOT a reason for anyone else to sell. As he said, "My points have nothing to do with fundamentals or technicals."

    Rocco's article is simply a trader displaying to the world his soft underside, his weakness, most every trader's weakness: emotion.

    The article is not a sell signal. It's more a therapy session. Take it for what it's worth. A lesson in handling one's emotions.
    Apr 3, 2011. 11:46 AM | 11 Likes Like |Link to Comment
  • Hedge Funds, Bloggers and the Origin of Apple Rumors [View article]
    The stock would likely have roughly the same volatility. It could and would go from $36 to $33 just as quickly as it went from $360 to $330.
    Apr 1, 2011. 10:16 AM | 1 Like Like |Link to Comment