Sense And Nonsense About Climate Change. What Do Investors Need To Know? [View article]
First it was global warming. Since that did not fly it is now called climate change". That covers all the bases. Whenever weather changes from our short term past or our immediate expectations we yell "climate change". In the big picture we have come out of a mini ice age. Of course it is slightly warmer in some areas. Also the Antarctic ice is spreading over a larger area. Man is not near as important as some think. Wake up. The weather changes, always has and always will.
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.
A ten for one stock plot would truly be magical. It would put the 100 share round lot within the budget of so many Apple product lovers. They would buy and hold as they love Apple. This could take the stock out of the control of speculators, hedge fund, ETFs, etc.
Apple - Fire Sale Ends December 31? [View article]
They best thing Apple could do to cut down on this wild volitility is to split the stock so true Apple users and lovers could afford a meaningful amount of shares. A ten for one split would be magical. Then a typical Apple user could buy 100 shares. They would never sell as they love Apple. That could take the control of the stock out of the hedge Funds who play various games and are subject to all the wild and mostly unconfirmed rumors. Apple lovers would just want to own a piece of Apple. The stock would be a cult thing to own as many of the iProducts have become.
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.
Apple's Revenue By Region: There's More To The Company's Story [View article]
Thank you for putting together facts. Few articles on Apple do. Most just present rumors or articles devoid of real facts or logic. When I see Amazon and Google compared to Apple I know right now most analysis tha t write on these have little understanding of the field.
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.
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.
Worrying Wednesday: How Low Can Apple Go? [View article]
Some people flunked math 101. The leaked information last week said Apple cut its order rate for iPhone 5 screens from 65 million in the first quarter 50% or to 32.5 million for the second quarter because of decreasing iPhone 5 sales. That is a build rate of 97.5 million iPhone 5 units for the six months. However, most analysts project 50 million iPhone 5 sales for the first quarter then to drop to 37 million units the second quarter. That's a total of 87 million units. Note the build rate is over 10 million more than the analysts project as sales. If you assume a relatively stable inventory some one is wrong. Either Apple is deliberately building too many units or sales estimates are wrong. That does not even take in to account the iPhone 4S units that are still being sold.
Citi downgrade or not, it's relief rally time for many (though not all) Apple suppliers: the group was clobbered on Thursday and Friday as negative supply chain/order data came in. CRUS +4.3%. BRCM +1.4%. QCOM +2.4%. AVGO +1.5%. SWKS +3%. [View news story]
Let me get this straight. Apple increased orders for the current quarter from suppliers 45-50%. From that high number they cut orders for the post-christmas quarter 20%. That leaves a gain of some 30%. That is supposed to be bad news? I will take a 30% revenue growth any day.
Many U.S. firms are cash rich abroad but cash poor at home, and the SEC worries they aren’t presenting investors with an honest appraisal of their liquidity. “That doesn’t mean they could suddenly run out of money to pay their bills," WSJ's Kate Linebaugh writes. "But it does mean there could be unseen limits on their ability to pay dividends and buy back shares." [View news story]
The author does not follow the news. When corporations need cash and do not want to bring back overseas cash because of taxes, they just float a bond at historic low rates. The interest is a lot cheaper than the taxes if they bring back cash from overseas. They are just responding to our out of date tax policy.
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.
Sense And Nonsense About Climate Change. What Do Investors Need To Know? [View article]
Apple App Store Vs. Google Play [View article]
My Once-A-Year Article On Apple [View article]
Apple Solved Its First Problem [View article]
Apple - Fire Sale Ends December 31? [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]
Apple - It's All About Earnings [View article]
Apple's Revenue By Region: There's More To The Company's Story [View article]
Apple's Calendar Chaos Trade Of 2013 [View article]
How the Fed Could Fix The Economy -- And Why It Hasn't [View article]
Apple: When Negatives Can Be Positives [View article]
Worrying Wednesday: How Low Can Apple Go? [View article]
Citi downgrade or not, it's relief rally time for many (though not all) Apple suppliers: the group was clobbered on Thursday and Friday as negative supply chain/order data came in. CRUS +4.3%. BRCM +1.4%. QCOM +2.4%. AVGO +1.5%. SWKS +3%. [View news story]
Many U.S. firms are cash rich abroad but cash poor at home, and the SEC worries they aren’t presenting investors with an honest appraisal of their liquidity. “That doesn’t mean they could suddenly run out of money to pay their bills," WSJ's Kate Linebaugh writes. "But it does mean there could be unseen limits on their ability to pay dividends and buy back shares." [View news story]
David Trainer's $240 Apple Price Target Analysis Just Doesn't Add Up [View article]