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ubeenfranked

ubeenfranked
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  • Apple: In The Smartphone Race, Samsung Has Already Lost [View article]
    Your argument that profitability allows for greater investment is weak given apple has more cash than it needs and is returning it to shareholders at an increasing rate. Samsung also presumably has adequate cash to invest the optimal amount.
    Jan 29, 2015. 04:43 PM | Likes Like |Link to Comment
  • Update: Activision Could Beat Its Own Guidance For Q4 [View article]
    Did you forget to mention hearthstone? Growing like gangbusters and printing money.
    Jan 29, 2015. 02:42 PM | Likes Like |Link to Comment
  • Apple Analysis Part II: CapFlow, FROIC And Free Cash Flow Yield [View article]
    Great techniques, but you are backward looking at the past year's FCF. You need to consider future cash flow, which for Apple, looks extremely promising.
    Jan 3, 2015. 12:07 AM | Likes Like |Link to Comment
  • Why Apple's Retina 5K iMac And Mac Pro Increase Its Competitive Advantage [View article]
    Agree, want the 5k iMac, and curious: why didn't they allow the Mac Pro to be used with the iMac 5k as the monitor as well as co-processing tag-team? That would be truly revolutionary for a small number of high power consuming users. Another question: where is there any evidence to suggest the iMac would not excel at gaming?!
    Jan 2, 2015. 11:48 PM | 1 Like Like |Link to Comment
  • Innovation At Apple [View article]
    *our business - So proud of *our business.*
    Jan 2, 2015. 05:58 PM | 1 Like Like |Link to Comment
  • Why Activision Blizzard Is Absolutely A Buy [View article]
    If they could spin out the hearthstone game it would unlock billions of value. That is a one year old game with 25 mil players, fan and tourney ecosystem #1 or 2 on twitch usually, and probably half a billion in revenue run rate, growing fast.
    Dec 23, 2014. 07:47 AM | 1 Like Like |Link to Comment
  • Zacks' Bull Of The Day: Apple [View article]
    Surprising how ppl will look for any reason to get skittish. I see that as positive. Buy back has been great.
    Dec 23, 2014. 07:36 AM | 5 Likes Like |Link to Comment
  • After The Apple Watch Should We Anticipate An Apple TV? [View article]
    Well said! Could not agree more, you echo my sentiments after reading another comment from Blair out of touch with reality.
    Dec 21, 2014. 12:07 AM | Likes Like |Link to Comment
  • Google Is Undervalued And Unloved And Positioned For Success In The Future: Part 1 [View article]
    Why does it seem like browsers and particularly iPhone could change the default search engine from google to bing? Plz comment, isn't this one of the biggest headwinds? Is this not a reasonable outcome?
    Dec 20, 2014. 11:34 PM | 1 Like Like |Link to Comment
  • Apple: Does The Party End In 2015? [View article]
    Warren Buffett had a great saying that there were always many reasons to not buy Coke (KO) over the past decades. Yet investing is all about weighing the risks and reward, the odds, and looking past all those BS reasons you listed which could be used by CNBC to explain why a stock went down. In reality it is because of supply and demand, willingness to pay at different prices. In the long run, which is the time scale investors should focus on, the odds are heavily in your favor investing in a stock like Apple at prices like these. To say anything otherwise is to ignore the weighing machine the market is over the long term. Sure, you could speculate and gamble on the off chance you may ever see shares lower than 100 ever again. But to dance in and out is to forgo the sure thing you've got sitting right in front of you with a ribbon on top. Buy Apple.
    Dec 18, 2014. 08:13 PM | 2 Likes Like |Link to Comment
  • Apple: Does The Party End In 2015? [View article]
    Brilliant, that's an incredible theory. Sounds like a great idea.
    Dec 18, 2014. 08:00 PM | 1 Like Like |Link to Comment
  • Time To Eat Your Apple Pie [View article]
    MB- truth is the high end android phones are no cheaper than the new iPhones. They may be discounted because they are older but wait for the new flagship phones to be launched, will be pricey.
    Dec 16, 2014. 10:47 PM | 1 Like Like |Link to Comment
  • Analysis: iPhone Sales May Top $50 Billion [View article]
    Hey my fellow Apple maniac. Why weren't you already as long as possible before 110? Did you fall into more cash? Good luck : )
    Dec 13, 2014. 08:23 PM | Likes Like |Link to Comment
  • Apple: iPhone 6 And 6 Plus Will Hold Their Own Against Competition In Early 2015 [View article]
    Actually it is run by "the family" - it is a chaebol.
    Dec 13, 2014. 08:18 PM | 2 Likes Like |Link to Comment
  • Analysis: iPhone Sales May Top $50 Billion [View article]
    Mr. Manness, fantastic analysis here and great pitch for the AAPL to come in above expectations. Just want to push your bullish mix assumptions further because they seem still conservative to me. The value proposition of the new 6's is huge with Apple pay, and greater storage capacity, which I think you underestimate the percentage opting for 64g. Personally I think folks only buy 16gb when they are dipping a toe into the ecosystem, but more loyal return customers understand one of the greatest pain points is not having sufficient space for photos and videos when you need it. Apps can be deleted and reinstalled, movies and music redownloaded from the cloud, but the camera roll is a precious commodity. I would be shocked if 16 gb sales of iPhone 6 came in above 25% of mix, or if 6+ 16gb came in above 20%.
    What we are observing from Apple is a brilliant price segmentation/discrimin... strategy.
    Dec 13, 2014. 08:09 PM | 8 Likes Like |Link to Comment
COMMENTS STATS
241 Comments
327 Likes