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Doyle3000

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  • Samsung Is Apple's Worst Nightmare [View article]
    To use a USA Car Market analogy, I think Samsung will sometimes be considered for the high end buyer (Infiniti/Acura), but I think AAPL will always remain the BMW/Mercedes/Lexus/Por... as the 'go to' prestige product. And guess what? They can both live there.

    I live in a nice suburb and I don't see a lot of Samsung tablets, I see only iPads. And I see iPads getting better, cooler and sleaker so why would they ever switch to a Samsung? To save $100? That's not that important to them. I'm considering selling my old iPad and upgrading to the new one. The Samsung tablet doesn't come into consideration. It's just not as cool.

    And if Apple jumps into TV, Samsung may need to circle the wagons a little.

    And finally, I believe Apple has 2 or 3 other 'new to the world' items that will roll out over the next 10 years that will create new profit streams. And of course Samsung will copy all of them and hire LeBron to make it cool. Did you see Samsung's watch? Looks like they put it together in an hour. Wait until the Apple watch launches. It'll be night and day on the coolness factor.

    Bottom line: They'll both do fine and Apple makes more money and pays a dividend so I'm long AAPL and not involved in Samsung.
    Nov 7, 2013. 12:53 PM | 33 Likes Like |Link to Comment
  • Who Is The Devil? Will Gilead Fall Or Soar In 2015? [View article]
    The inevitable "Unnecessary and avoidable" patient side-effect litigation will move this along.

    I can see the commercials now:

    "Were you forced to use Viekira Pak by Express Scripts from January 2014 through current date? Did you suffer any side-effects including but not limited to anemia? If so you may be entitled to significant cash rewards! Please call the 800 number below today for a free consultation!"
    Dec 23, 2014. 02:24 PM | 31 Likes Like |Link to Comment
  • Apple Is Running Out Of Cash To Raise Its Dividend [View article]
    My god we are really reaching here aren't we? AAPL doesn't have the cash flow to raise the dividend?
    Apr 21, 2014. 04:45 PM | 31 Likes Like |Link to Comment
  • The Apple Analyst Is For A Turning [View article]
    And today's lesson is the same as yesterday's lesson: Sell Side Analysts are the tabloid writers of the financial world.

    Not that I wouldn't love him to be right, but seriously? Does someone who jumps from $450 to $425 then to $600 have any credibility with a true investor?
    Oct 7, 2013. 05:12 PM | 30 Likes Like |Link to Comment
  • Apple: Reality Bites, So Time To Sell [View article]
    GOOG's growth is slowing regardless of Moto X, Chrome, Android. They had 1 bad quarter already this year, the next one or the one after that will cause "the great escape" as all the mutual funds reallocate their 'growth stock' porftolios. For an example of this see AAPL over last 12 months. The 'growth' money will all plow into the next Wall St. Darling; which ironically could be AAPL again.

    Anyone selling AAPL before their new product launch and continued share buyback is guaranteed not to put that money to better use.

    This is the 20th 'sell AAPL' article this year. Warren Buffett is right, be greedy when others are fearful.
    Aug 9, 2013. 05:02 PM | 29 Likes Like |Link to Comment
  • Apple (AAPL) releases Tim Cook's official statement (.pdf) to the Senate ahead of his Tuesday appearance at a hearing on corporate tax payments. Among other things, Apple claims it paid ~$6B in federal taxes in FY12 and a 30.5% effective federal tax rate, and that its foreign units don't engage in the practices the hearing focuses on (the shifting of IP to offshore havens, revolving loans from subsidiaries, etc). The company proposes a tax system that's "revenue neutral, eliminates all tax expenditures, lowers tax rates and implements a reasonable tax on foreign earnings." (previous[View news story]
    HAHAHAHA!! Good Luck Tim! I'm sure your logical, reasonable argument will help change the law.

    Oh wait, we live in a country where Congress has evolved to only be driven by 4 things:

    1) Being re-elected as many times as possible
    2) Catering to the people/corporations who finance their campaigns
    3) Working well with their lobbyist buddies with whom they used to work so they too can land cushy jobs on K Street
    4) Oppose anything the other party suggests, no matter how it benefits the citizens of the United States
    May 20, 2013. 04:23 PM | 26 Likes Like |Link to Comment
  • The iPhone Will Be In Third Place In 2015 [View article]
    the only thing AAPL cares about is the be #1st place in profit. That's all any company should care about.
    Oct 15, 2013. 02:31 PM | 25 Likes Like |Link to Comment
  • Icahn bought "quite a bit" of Apple today [View news story]
    This is why when we see a picture of Carl Icahn on CNBC it says "Billionaire Investor" underneath.

    He's buying when the idiots are running scared. And the people who downgraded the stock and the sheeple who sold will never have a label like that under their picture. At best it'll say "Thousand-aire Investor".
    Sep 11, 2013. 05:05 PM | 24 Likes Like |Link to Comment
  • Apple reportedly drawn to Beats' streaming service; sell-side has its doubts [View news story]
    They get ragged on when they hoard cash, they get tortured when they spend it. It ain't easy being on top.

    Now if only these armchair quarterbacks would focus on some of the joke companies out there with huge market caps who don't actually make any money at all but enrich the management with stock options. That would be worth questioning each and every move that they made.
    May 12, 2014. 03:55 PM | 20 Likes Like |Link to Comment
  • Positive Sentiment In Apple Gives Buy Signal Before Earnings Release [View article]
    Love this. AAPL is way too big a portion of my portfolio but I can't think of a better buy right now for 2014. Maybe I'll just buy a few $520 calls. Oh the addiction to this stock.
    Jan 25, 2014. 10:54 AM | 20 Likes Like |Link to Comment
  • A Cheaper iPhone Would Confirm A Lack Of Innovation And Declining Margins At Apple [View article]
    global marketing 101:

    Rule 1 - Outside America is NOT America. If culturally China and India are going to buy differently than Americans, then make something for them. Do you ever see SUV's outside North America? Does it mean Ford/Toyota/GM are giving away innovation and marketing edge because they sell much smaller cars outside the US?

    This is what China wants and AAPL wants to sell to China. It will only lead to increased revenues and profits long term.

    To correlate this to Lack of Innovation is not a logical process. Love your stuff Zvi Bar but I really disagree with this one.
    Jan 9, 2013. 12:05 PM | 20 Likes Like |Link to Comment
  • Apple sells 9M new iPhones in 3 days [View news story]
    Wait, the 'analysts' were wrong?
    Sep 23, 2013. 08:48 AM | 19 Likes Like |Link to Comment
  • Apple: It's Panic Time [View article]
    Analysts are reactionary tabloid writers. My 14 year old could do their work. It's all cut and paste, add in a buzz word or phrase, and set price target to within 10% of the current trading price.

    Bill I'm disappointed in this article and title
    Jul 1, 2013. 08:39 AM | 19 Likes Like |Link to Comment
  • Apple's Margin Hike Sell-Off: Should You Care? [View article]
    Investors and Traders are always hoping for "all time highs" but the difference is Investors get to experience it by waiting patiently and letting the profits keep growing so that the market has no choice but to keep pushing it higher. Anyone who worries about these day to day headlines is a trader and not an investor. And traders never experience all time highs because they can't stop buying and selling and trying to time the market.

    It boggles the mind how AAPL could trade at today's multiple while AMZN, WDAY, CMG & the grand daddy of them all, CRM trade at the multiples that they do.

    Let's circle back in 5 years and see how this ends up shall we?
    Dec 5, 2012. 03:02 PM | 17 Likes Like |Link to Comment
  • Apple strikes sapphire furnace/supply deal with GT Advanced [View news story]
    Sapphire is thinner, stronger, and more scratch-resistant than current cover glass solutions such as Gorilla Glass, but is also much costlier.

    When you're managing the premium tier in a category, this is what you do to continue to add value. Apple products should have the best of everything and then they pass that cost onto the consumer. Do not ever say no for the consumer. Provide excellent products and services and know that cost is not the primary driver for this tier.

    Let Samsung use Gorilla Glass in its continued world domination of market share while Apple owns the share that matters most, profit share.

    Steve Jobs would be proud of this move.
    Nov 4, 2013. 04:49 PM | 16 Likes Like |Link to Comment
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