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  • The Amazon (AMZN) bull case has pivoted to a story of margin expansion from revenue growth after the company surprised analysts with better-than-expected profit margins during Q4. A number of firms are out with price target increases, citing margin expansion as a major factor. PT hikes: Barclays to $260 from $245; JPMorgan to $333 from $245; Baird to $325 from $300; BofA to $315 from $300; Credit Suisse to $334 from $301. AMZN +8.3% premarket to $281.62. [View news story]
    This is probably biggest scam. Company made only $95 million. Anybody noticed that?
    Jan 30 08:08 AM | 2 Likes Like |Link to Comment
  • Some Apple (AAPL +1.7%) commentary: 1) Respected NYU valuation theorist Aswath Damodaran thinks there's a 90% chance Apple is undervalued, and dares investors to buy. "It is easy being a contrarian value investor, in the abstract, but much more difficult to be one in practice." 2) Raymond James notes the gap that has opened up between the iPhone's performance in the U.S. and elsewhere. While AT&T and Verizon's Q4 iPhone sales rose 25% Y/Y (sales of all other smartphones fell 2%), international growth is expected to fall to 15% in Q1 (below the market's growth). [View news story]
    In my opinion Apple is cheap $1200 per share.

    Here are some stats.

    Amazon so far made only $5B of earnings. Apple made $13B just last quarter.

    If Apple grows 3 percent for next 3 years then Apple's PE will be 3.

    Apple will have over $250B in bank after 3 years.

    I am not worried about Apple went down from $700 to $450. What I am angry about this tech guys who said it was death cross and Apple went down because of that.

    I am holding my shares 1000 shares and I have no doubt that it will go up $700 with a blink of eye.
    Jan 29 03:44 PM | 5 Likes Like |Link to Comment
  • Some Apple (AAPL +1.7%) commentary: 1) Respected NYU valuation theorist Aswath Damodaran thinks there's a 90% chance Apple is undervalued, and dares investors to buy. "It is easy being a contrarian value investor, in the abstract, but much more difficult to be one in practice." 2) Raymond James notes the gap that has opened up between the iPhone's performance in the U.S. and elsewhere. While AT&T and Verizon's Q4 iPhone sales rose 25% Y/Y (sales of all other smartphones fell 2%), international growth is expected to fall to 15% in Q1 (below the market's growth). [View news story]
    None these guys are good at guessing what is Apple worth. Big BS.
    Jan 29 02:52 PM | 3 Likes Like |Link to Comment
  • Jefferies' Peter Misek seems to be the sole sell-side analyst to downgrade Apple (AAPL -9.9%) today. "[The] slowdown in iPhone sales is real ... it appears that demand in the second half of the quarter and into CQ1 was much weaker than management or we expected," wrote Misek as he cut shares to Hold. ISI is lowering its PT to $600 from $710, but thinks a cheaper iPhone can right the ship. Topeka (previous) and Canaccord hold out hope an iPhone refresh will arrive in 1H. CRUS -8.4%. (more) (transcript) Update: Scotia Capital and Hilliard Lyons have joined Jefferies in downgrading Apple. [View news story]
    Everybody on the street treating Apple like Enron. People forgets this company just made $53B in revenue. I am not why people are comparing old Microsoft, Cisco and other Internet companies to Apple. Cisco used to trade 180 time earnings and Microsoft used to trade 60 times earnings. Even at $700 stock price it is trading at 11 PE.
    Jan 24 12:28 PM | 3 Likes Like |Link to Comment
  • Jefferies' Peter Misek seems to be the sole sell-side analyst to downgrade Apple (AAPL -9.9%) today. "[The] slowdown in iPhone sales is real ... it appears that demand in the second half of the quarter and into CQ1 was much weaker than management or we expected," wrote Misek as he cut shares to Hold. ISI is lowering its PT to $600 from $710, but thinks a cheaper iPhone can right the ship. Topeka (previous) and Canaccord hold out hope an iPhone refresh will arrive in 1H. CRUS -8.4%. (more) (transcript) Update: Scotia Capital and Hilliard Lyons have joined Jefferies in downgrading Apple. [View news story]
    Netflix came with earnings $0.13 and stock went up by $38. Apple came with earnings $13.65 and stock went down by $52. May be Apple should have come with earning $0.13 and apple would have moved $50 up.
    Jan 24 11:34 AM | 5 Likes Like |Link to Comment
  • Google (GOOG -1%) has ticked below $700 ahead of today's Q4 report. Stifel's Jordan Rohan (Hold) worries results will be hurt by the margin impact of Nexus tablet and Chromebook sales and a shift towards mobile ads (estimated to make up 20% of ad sales), which still carry much lower rates than PC ads. Soft mobile ad prices contributed to a 15% Y/Y cost per click decline in Q3, but at the same time, mobile ad sales appear to be soaring. The impact of YouTube's growth and shifting e-commerce ad sales are also worth keeping an eye on. [View news story]
    Now a days does not make any difference for Apple. If Caterpillar goes down Apple goes down. If Caterpillar goes up Apple goes down. Somehow analysts finds connection between Apple and Caterpillar. Go figure it out.
    Jan 22 05:02 PM | Likes Like |Link to Comment
  • Google (GOOG -1%) has ticked below $700 ahead of today's Q4 report. Stifel's Jordan Rohan (Hold) worries results will be hurt by the margin impact of Nexus tablet and Chromebook sales and a shift towards mobile ads (estimated to make up 20% of ad sales), which still carry much lower rates than PC ads. Soft mobile ad prices contributed to a 15% Y/Y cost per click decline in Q3, but at the same time, mobile ad sales appear to be soaring. The impact of YouTube's growth and shifting e-commerce ad sales are also worth keeping an eye on. [View news story]
    You want to make money then short Apple for Google's earnings. If Google's earnings are bad then Apple will go down in sympathy. If Google's earnings are good then Apple will go down because Google is taking over Apple's business. Either way you will make the money.
    Jan 22 11:51 AM | 2 Likes Like |Link to Comment
  • December Housing Starts: 954K vs. 890K forecast, 851K previous. [View news story]
    Very good number
    Jan 17 09:06 AM | Likes Like |Link to Comment
  • Initial Jobless Claims: -37K to 335K vs. 368K consensus, 371K prior. [View news story]
    Housing start was better economy indicator. Economy is picking up.
    Jan 17 09:05 AM | Likes Like |Link to Comment
  • Apple (AAPL) CEO Tim Cook met with China Mobile (CHL) Chairman Xi Guohua today, when they discussed "matters of cooperation" and signed a confidentiality agreement. The talks have increased hopes of a breakthrough between the companies that would allow China's largest operator to offer iPhones. Tim Cook said he is confident the country will soon become Apple's largest market, with the company planning to increase the number of stores there to over 25 from 11. (previous[View news story]
    Here is the analyst negative spin.

    Apple will sell over 100M iPhones after agreement. But profit will be smaller. So sell the stock.
    Jan 10 09:35 AM | 1 Like Like |Link to Comment
  • AT&T announces the sale of more than 10M smartphones in Q4 vs. 9.4M a year ago. "This included best-ever quarterly sales of Android and Apple smartphones." This would suggest Q4 iPhone sales in the 7M-8M range, says BI's Jay Yarow. AAPL +1%, T -1.3% premarket. (PR[View news story]
    What only 8M iphone? That is disappointing. It should be more like 800 million in order to justify the current stock price...Sell Sell Sell

    That is what all analysts will say tomorrow.
    Jan 8 01:22 PM | Likes Like |Link to Comment
  • AT&T (T -2.5%) remains negative after reporting it sold 10M+ smartphones in Q4. One concern: smartphone subsidies will depress AT&T's Q4 margin, and since much of Ma Bell's base already owns a smartphone, the service revenue benefit might not be huge. Apple (AAPL +0.1%) has given up its early gains. With research firms having reported the iPhone is doing very well in the U.S relative to Europe/China, sales concerns mostly revolve around international markets. Meanwhile, Tim Cook is paying another visit to China - is he there to nail down an elusive China Mobile deal? [View news story]
    He forgot to mention that he gave away Android phones and charged $700 per iPhone.
    Jan 8 12:46 PM | 1 Like Like |Link to Comment
  • Over 40B apps have now been downloaded from the App Store, and nearly 20B were downloaded last year, Apple (AAPL) declares. The company adds developer payouts have topped $7B, and that there are over 500M active iTunes accounts (very useful for a mobile payments solution if Apple ever wants to launch one). The App Store still has a big edge on Google Play when it comes to app monetization, though the latter has been growing faster lately. [View news story]
    What? Only over 40B. This is disappointment. It should be more like over 200B. It is ok if Android apps only 5B. No big deal. Apple download will go down.

    Apple will make over 50B in cash just this year. Here the analyst will say. Only 50B. It should be more like 100B. We should give Apple only 5 PE. It is ok if Google has 25 PE or Amazon has gazillion PE. Google and Amazon are growing. Apple might growing 35% per year now but it will stop growing soon.

    In summary Analyst are selling gold and buying junk. I do not understand this.
    Jan 7 10:46 AM | 4 Likes Like |Link to Comment
  • A San Diego jury rules Apple (AAPL) and LG Electronics didn't infringe Alactel-Lucent (ALU) video-compression patents. Alcatel, which has been looking for ways to better monetize its IP, was seeking $182.4M in damages. (previous[View news story]
    Now a days any good news on Apple is bad and bad news on Apple is worst. Stocks goes down on every news.
    Dec 13 06:41 PM | Likes Like |Link to Comment
  • Apple (AAPL +3.1%) has bounced to $546 with the help of positive analyst commentary. While Morgan Stanley talks up potential iTV interest, JPMorgan is raising its forecast for Q4 AT&T (T) iPhone activations to 8M from 7M. Also, ISI's Brian Marshall is expecting a strong Chinese iPhone 5 launch - China Unicom (CHU) just announced its pre-orders have topped 300K. (Apple Monitor[View news story]
    Michael:

    I learned one thing in this business. When somebody says it is going to be zero, you buy it. Because people who say that are shorted the stock. Look for fundamentals and if fundamentals are good then close your eyes and buy, buy, buy.
    Dec 11 02:03 PM | 5 Likes Like |Link to Comment
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