David Trainer's $240 Apple Price Target Analysis Just Doesn't Add Up [View article]
It is all on the assumptions. If they are flawed the result is flawed. It appears that Trainer may know numbers but he does not understand Apple and the market they created. Therefore he cannot come up with reasonable assumptions.
Apple's Shareholder Program: The Day The Music Died [View article]
Poor analysis because it gives no viable alternatives. The concept that it gives the wrong signal is just plane ignorant. It is in reality just a reflection on how profitable Apple is. That is a good thing not a bad thing for investors.
More on Qualcomm: Digitimes reports Qualcomm and Spreadtrum (SPRD) have cut prices for Chinese quad-core chips due to competition from MediaTek; Qualcomm has reportedly cut prices below $10 (low by its standards). The report is noteworthy given Qualcomm's growing Chinese presence, and the fact its chip margins (along with chip/royalty mix) had much to do with its disappointing FQ3/FY13 EPS guidance. Thanks to heavy R&D spend and a mix shift to emerging markets, the chip unit's op. margin fell to 17% in FQ2 from the year-ago period's 20%, and is expected to stay at 17% in FQ3; aided by FQ1's 26% margin, FY13 guidance is still for 18.5%-20.5%. [View news story]
I did not find the last report either lacking or the guidance disappointing. I saw it as strong.
Apple's Calendar Chaos Trade Of 2013 [View article]
Very good analysis. Rumors control now. Which is quite amusing since most are far from reality. One rumor last week said Foxcom is adding 10,000 workers, supposedly for an Apple built out a new product. Other rumors talk about delay in product launches.
I believe most of the estimates that form the consensus the author referred to are based on Weege boards as few if any supply sources or verifiable facts in coming up with their estimates. They are all trying to close the "barn door" long after the horse left. They were wrong before and will be just as wrong again.
Very poor logic. Google is growing fast with an inferior product that is going to raise up and bite them in the ". " as it has no review. When something comes out really bad they will get blamed.
Apple: Developing A Reasonable Expectation [View article]
Very good article except I have seen several break down reports on the mini that showed the mini had a higher margin than the iPad. Therefore, the lower margin analysis based on a "lower margin mini" is in question.
How the Fed Could Fix The Economy -- And Why It Hasn't [View article]
The author misses on key point. Putting money in the hands of the consumer through dropping it from helicopters or funding a huge infrastructure build only will work when the "fear factor" subsides. Obama tried this with his trillion dollar plan the first year. It had little effect. People are still paying down debt instead of buying more. Why? They are still afraid and it does not help that are president preaches "the sky is falling" every time there is a conflict with him and congress. According to the latest figures $16 trillion of wealth was lost during the recession. Only $13.5 trillion has been rebuilt. Therefore, we are still in the hole. That needs to be rebuilt before there will be a significant spending will pick up. People will spend more when they feel financially comfortable and when they believe in a brighter and secure future. Now too many people do not.
Apple: When Negatives Can Be Positives [View article]
Very good article. What people fail to realize is that Apple was more of an evolution company than a revolution company under Jobs. Apple did not invent the mpg player they just made a superior one in the iPod. They did not invent the smart phone that just made a superior one in the iPhone. They did not invent the tablet they just made a superior one in the iPad. They do not really invent they just make it better. When I see Apple's stock and I see Amazon's stock price I scratch my head and just laugh. Has the market learned nothing from sky high PE's of the dot com bubble? Amazon has shown they can grow sales but has never shown they can make money. Money or profit is whart it is all about. Apple has proved it can make money. Amazon has not.
David Trainer's $240 Apple Price Target Analysis Just Doesn't Add Up [View article]
Apple Solved Its First Problem [View article]
The Bigger Picture Apple Investors Are Missing [View article]
Apple's Shareholder Program: The Day The Music Died [View article]
More on Qualcomm: Digitimes reports Qualcomm and Spreadtrum (SPRD) have cut prices for Chinese quad-core chips due to competition from MediaTek; Qualcomm has reportedly cut prices below $10 (low by its standards). The report is noteworthy given Qualcomm's growing Chinese presence, and the fact its chip margins (along with chip/royalty mix) had much to do with its disappointing FQ3/FY13 EPS guidance. Thanks to heavy R&D spend and a mix shift to emerging markets, the chip unit's op. margin fell to 17% in FQ2 from the year-ago period's 20%, and is expected to stay at 17% in FQ3; aided by FQ1's 26% margin, FY13 guidance is still for 18.5%-20.5%. [View news story]
China And Apple: The Beginning Of A Beautiful Friendship? [View article]
Amgen (AMGN): Q1 EPS of $1.96 beats by $0.12. Revenue of $4.238B (+5% Y/Y) misses by $0.14B. Shares +0.3% AH. (PR) [View news story]
Apple's Calendar Chaos Trade Of 2013 [View article]
Microsoft (MSFT): FQ3 EPS of $0.72 beats by $0.04. Revenue of $20.49B misses by $71M. Shares +1.7% AH. (PR) [View news story]
Anadarko's Dark Clouds Dampen Sunny Outlook [View article]
Apple - It's All About Earnings [View article]
Apple App Store Vs. Google Play [View article]
Apple: Developing A Reasonable Expectation [View article]
How the Fed Could Fix The Economy -- And Why It Hasn't [View article]
Apple: When Negatives Can Be Positives [View article]