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Doyle3000

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  • Apple Earnings Preview: Guidance Achievable, Tim Cook Aims To Beat Expectations [View article]
    Tim Cook said on 60 Minutes that the analysts incorrectly jump to conclusions on Apple sales by forming direct correlations to a factoid. Ex: A vendor says sales of iPhone screens are down 30% and the sheep say "oh iPhone sales will be down 30%". When in fact they may be moving to a new vendor or lowering inventory.

    There are 2 forms of ignorance going on here. The analysts (who never fail to meet my expectations of their complete ineptitude) and the people who listen to these morons. To which I say caveat emptor.
    Apr 22 06:52 PM | 6 Likes Like |Link to Comment
  • Apple's Institutional Slingshot: Rational Explanation Of Irrational Stock Action [View article]
    I hate that Gundlach was dead right on AAPL but it was beautiful that he was so dead wrong on CMG. Just backs up your argument.
    Apr 22 03:57 PM | Likes Like |Link to Comment
  • Is A $3 Million IRA Sufficient For Retirement? [View article]
    disallusioned - you're wasting your breath with logic and facts. They won't read into the details and the spirit of not capping someone's wealth but capping the tax benefits for the wealthy via retirement account caps. They see the word Obama and they jump on the hate bandwagon.
    Apr 22 03:23 PM | 6 Likes Like |Link to Comment
  • Is A $3 Million IRA Sufficient For Retirement? [View article]
    wow I can see this is going to get political real fast. if i'm trying to balance a way out of control budget, i have to look at everything. if i'm seeing very wealthy people get tax breaks where they aren't intended, i need to review that. what this law is saying is that the tax-free accumalation caps at $3mm (i bet <1% of US population accumulates $3mm in their IRAs but different argument)

    keep in mind these very wealthy people are fully allowed to save in dividend stocks (of which are still only taxed at 15%) and municipal bonds (which don't get Federal taxes applied).

    rich people can also live in states like florida, tennessee etc... that have other tax benefits.

    this article can be summed up in one hash tag #richpeopleproblems
    Apr 22 10:53 AM | 16 Likes Like |Link to Comment
  • Apple (AAPL -2.1%) roundup: 1) As Verizon's Q1 iPhone sales get dissected, critics are noting the 35% Q/Q drop in sales from Q4 is bigger than the 24% drop seen last year. Others think Verizon's remarks about wanting to lower subsidies bodes poorly, though Apple has more leverage here than most Android OEMs. 2) Digitimes reports Apple recently stopped placing Mac component orders to digest inventories, and (in a break from convention) hasn't provided a Q2 shipment forecast. 3) The latest from the iRumor mill: A picture said to show the low-cost iPhone's plastic case, and a report the 5th-gen iPad will be 25% lighter and 15% thinner[View news story]
    when they launch the iWatch will you then say it's innovating? Did you say it wasn't innovating a year after the iPod, iPad and iPhone launches when they hadn't come out with anything in the previous 12 months? can you name a more innovative company? who are they imitating? are you Canadian and simply 'want' BBRY to do well?

    and if you are Canadian, congrats on the Leafs. Long time coming
    Apr 21 09:42 AM | Likes Like |Link to Comment
  • Apple's Calendar Chaos Trade Of 2013 [View article]
    please stop with the common sense and logical articles. we all know that AAPL is done since Jobs died and that Galaxy is the winner and Tim Cook is an idiot and it's heading to $200 and blah blah blah fear fear fear weak weak weak blah blah senseless banter....

    seriously, good article. I added 20 more shares today. I am being greedy during these idiotic times of herd mentality. My God the things people believe.
    Apr 18 04:30 PM | 12 Likes Like |Link to Comment
  • Apple (AAPL -2.1%) roundup: 1) As Verizon's Q1 iPhone sales get dissected, critics are noting the 35% Q/Q drop in sales from Q4 is bigger than the 24% drop seen last year. Others think Verizon's remarks about wanting to lower subsidies bodes poorly, though Apple has more leverage here than most Android OEMs. 2) Digitimes reports Apple recently stopped placing Mac component orders to digest inventories, and (in a break from convention) hasn't provided a Q2 shipment forecast. 3) The latest from the iRumor mill: A picture said to show the low-cost iPhone's plastic case, and a report the 5th-gen iPad will be 25% lighter and 15% thinner[View news story]
    if you hold AAPL in an IRA and can't touch it until you retire, I'm telling you to start buying now. The herd is panicking over very short term news tidbits. Long term, you will win as an AAPL long.
    Apr 18 02:59 PM | 4 Likes Like |Link to Comment
  • "We think that Apple could be on the brink of driving a major leveraging up," writes JPMorgan's Mark Moskowitz in a voluminous note defending the stock. He believes the company will take on $15B-$20B in debt and bump the dividend yield to 4%. As far as operations, Moskowitz expects an earnings beat this quarter and upward pressure on estimates for 2013. AAPL +0.9% premarket. [View news story]
    If I were Apple I'd borrow $100b and buy back shares at $400/share. Heck you could borrow for less than the dividend yield right now.
    Apr 18 08:30 AM | 11 Likes Like |Link to Comment
  • Investors Are Missing Apple's China Opportunity [View article]
    To add to the insanity, AAPL made more last quarter than AMZN has made in its entire existence. That is not a typo.

    Mr. Market is acting like a drunk guy whose wife just left him and he popped a tire on the way to his apartment and it started pouring rain while he was changing the flat and he tore his knuckle on the concrete while loosening the lug nuts.
    Apr 17 08:58 PM | 3 Likes Like |Link to Comment
  • It Is So Fun To Conceal Related Party Transactions [View article]
    this is FANTASTIC WORK!! Please do CRM next. PLEASE! I'm convinced they are breaking Sarbanes Oxley rules by booking reductions in revenue into Sales & Marketing to fool investors about their top line growth, all while enriching themselves. I need some Glaucus CSI work!

    wow that was a cool article - well done
    Apr 17 04:14 PM | Likes Like |Link to Comment
  • Apple (AAPL -5.8%) has hit levels last seen in Dec. '11 following Cirrus Logic's warning and a Digitimes report about declining iPad Mini shipments. Cross Research calls Cirrus' warning "a reminder of weakening demand, and the challenges around product transitions" for Apple. Tero Kuittinen, noting sub-30M June quarter iPhone sales estimates and worries about the margin impact of emerging markets promotions, thinks "several nightmare scenarios have been priced in." "The naked fear of former Apple bulls is exactly what we need just before the earnings come out." [View news story]
    this is not the time to sell, AAPL is one of the best run and most profitable companies in the world. And it pays a nice dividend. Tim Cook said in front of the nation on 60 Minutes, " it's silly to take one fact and deduce what is going on". We are seeing silly today.

    This is the definition of 'fearful' and this is when you need to be 'greedy'. It feels counterintuitive in the present, but boy listen to everyone say "OMG I should have pulled the trigger at $398 on AAPL, what was I thinking?"
    Apr 17 03:22 PM | 7 Likes Like |Link to Comment
  • 5 Reasons You Should Buy Apple Despite Its Fall From Grace [View article]
    As an AAPL long I obligate myself to truly listen to the counter-argument and just hope to Buddha that it doesn't hit $350.

    But here's my question: If efficient capital is afraid of AAPL with no debt, 2.6% dividend and a great brand name with a history of inventing game changing products every few years......where will it go? Pharma? Financials? or god forbid, The Cloud?

    I do not get this at all. If you want to own a piece of a company, every fiber in my being says you want to own a slice of AAPL, and not some high-flying internet stock that will inevitably crash like Icarus
    Apr 17 08:37 AM | 1 Like Like |Link to Comment
  • The iPhone 5S is "having pre-production issues with mass production at least a month or more away," writes Jefferies' Peter Misek after visiting Asian suppliers; Misek was among the first to report of March quarter iPhone order cuts. He also thinks the launch of a cheaper iPhone could be pushed back to the Dec. quarter, and states "suppliers are worryingly beginning to discount Apple's (AAPL +1.1%) build plans following ~6 months of revisions." Misek, who has a $420 PT, is forecasting below-consensus FQ2 and FQ3 results ahead of April 23's FQ2 report. (Foxconn hiring) (WSJ iPhone report[View news story]
    these 'analysts' should have to disclose their track records i.e. I've been right 20%, close 20%, wrong 20% and drastically wrong 40% of the time during my career.
    Apr 16 05:42 PM | 7 Likes Like |Link to Comment
  • Kimberley-Clark Company: Dividend Stock Analysis [View article]
    Good article - it's overbought right now. I'd wait until it came back to your suggested pricing before I'd consider it a great investment. I am still shocked at the price run it is enjoying.
    Also some industry knowledge, all the new paper capacity coming on in North America is for the same technology as their premium bath tissue so it's going to lose some market share in that category over the next 12 months, mostly to store brands.
    Apr 16 09:55 AM | 1 Like Like |Link to Comment
  • Apple Should Pay Its Tax Bill [View article]
    if only AAPL cared what SA writers thought....
    Apr 15 01:06 PM | 1 Like Like |Link to Comment
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