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ubeenfranked

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  • Evercore upgrades Amazon; shares +4.2% as markets rally [View news story]
    "...Only 14% of global e-commerce..." Wow. Some balls.
    Aug 26, 2015. 09:40 AM | 7 Likes Like |Link to Comment
  • Could Apple Eliminate The iPad Mini? [View article]
    Disappointing work, Bill. You didn't really think this thru logically.
    Aug 18, 2015. 10:04 PM | 1 Like Like |Link to Comment
  • Apple's Fall: Why It's A Buy [View article]
    Exactly. Comments to make low end phone are so annoying when people don't understand it would cannibalize high end sales without bringing in enough valuable customers to make up for it. Apple has thought this out very strategically. Cook is one of the world's best ceo's.
    Aug 6, 2015. 08:21 PM | 8 Likes Like |Link to Comment
  • Apple's call: Watch sales, iPhone/iPad inventories, China, forex discussed [View news story]
    Yup. Debunked the slice report for good.
    Jul 22, 2015. 02:04 AM | 1 Like Like |Link to Comment
  • Apple Watch Sales, PC Shipments, Microsoft-Nokia (Podcast) [View article]
    Well said, bill!
    Jul 11, 2015. 08:38 PM | 1 Like Like |Link to Comment
  • Apple WWDC Vs. Google I/O 2015 [View article]
    Well said!
    Jun 16, 2015. 11:30 PM | 1 Like Like |Link to Comment
  • Apple's Debt-Funded Repurchases: Terrific Or Terrible? [View article]
    Another stock that should leverage its capital is nestle.
    Jun 14, 2015. 11:52 PM | Likes Like |Link to Comment
  • Apple's Debt-Funded Repurchases: Terrific Or Terrible? [View article]
    James, great to hear from you. The series of articles you wrote on Apple's cash horde were some of the most enthralling reads I've ever read on SA. I couldn't have agreed more at the time of your argument, and slowly over time your logic has been vindicated by more pundits. Satisfying indeed! Cheers, James!
    Jun 14, 2015. 11:51 PM | Likes Like |Link to Comment
  • Apple: Zenith Behind Us, Nadir On The Horizon [View article]
    The business is seasonal based on annual releases of new iPhones. So obviously there is seasonality every year that the holiday quarter (Q1)is the most profitable by far, and the following 2 quarters each are smaller sequentially yet the true comparison is yoy(year over year). In this regard, apple has been growing revenue and eps by healthy double digits in the 30-50% ballpark. This is how you should view the company. Not quarter to quarter but years at a time.
    May 3, 2015. 12:52 AM | 2 Likes Like |Link to Comment
  • Apple Reports A Stellar Quarter, Outlook Also Solid [View article]
    Agree that this is more good news for the apple Bulls. I like what I see here. Want to review the free cash flow figures and compare the operating cash flow less cap ex and see how much stronger this cash machine has become. I want to better understand the apple watch demand as well, and yes, it is curious about the comment on low margins for a new product such as the watch. I wonder how they calculate op expenses vs r&d when it comes to design and development of a new product hw/sw. And I want to understand apple pay's potential.
    Apr 28, 2015. 06:46 PM | 4 Likes Like |Link to Comment
  • Apple Watch: Understanding Early Sales Data [View article]
    Agree completely, this is incredibly well said. Inspirational vision of the future. You should work for apple!
    Apr 14, 2015. 09:45 AM | Likes Like |Link to Comment
  • Cook to donate all his wealth to charity [View news story]
    You've got to be kidding me, Bartleby, you are dangerously deluded.
    Mar 27, 2015. 08:56 AM | 1 Like Like |Link to Comment
  • Apple's Plan To Rethink Television [View article]
    *First. Neil, I knew this title was your work as soon as I got the notification - after listening to your podcast, funny how you start to feel like you know people. : ) I am in complete agreement with your view that the key to Apple's success will be to never stop rethinking everything.
    Mar 20, 2015. 04:10 PM | 11 Likes Like |Link to Comment
  • Apple On Track To Buy Back 20% Of Itself By 2017 [View article]
    Thanks for the great article, Neil. Love your podcast at Above Avalon. Question: is there actually sound logic to spread buyback out over time rather than making every effort to deploy as much excess cash as appropriate while the share price presents attractive opportunity? Once the market gets wind of the buyback plan, you would think the price would get pressured up higher before the buying begins, muting the benefit as compared with a surprise buyback burst, as Cook announced last year after a market selloff. Many traders who short the stock were whining about how the big buyback was an unfair price signal. Haha that was laughable. Anyway, I wish Apple had done a dramatic surprise buyback years ago. Sooner better than later tho.
    Feb 24, 2015. 09:34 AM | 2 Likes Like |Link to Comment
  • Apple tops $132 after Barron's predicts further gains [View news story]
    Don't think it would be that simple as a warranty.
    Feb 23, 2015. 12:48 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
268 Comments
390 Likes