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  • Key Analyst Says Little Downside For Apple [View article]
    When the Fed ceases purchases and the bull tires after many many years of running, we will see GAAP earnings *not fairy tale earnings* matter again and that will be most kind to AAPL longs. Hang in there everyone - there is 20%+ easily to be had over the next 2 years (dividends included)
    Apr 2 02:24 PM | 8 Likes Like |Link to Comment
  • Apple: $635 Price Target Feels Right [View article]
    Bret - always enjoy your work. I agree and am holding. It has maybe 5% downside and easily 20% upside. And we make $3.05 per share per quarter while it undulates back and forth.

    We saw what happened to AAPL when their growth slowed, can you imagine what's going to happen to the 'cloud' stocks when that growth slows?

    And I still think GOOG is due for a big pullback one of these quarters, and that money has to find somewhere to go.
    Mar 12 10:17 AM | 7 Likes Like |Link to Comment
  • Apple - Challenging The Multiple Expansion Narrative [View article]
    David that was an article you could've published
    Mar 12 09:15 AM | 1 Like Like |Link to Comment
  • Apple - Challenging The Multiple Expansion Narrative [View article]
    very good article! agree with all points sadly. AAPL is way too big a portion of my portfolio but i'm in it for the long haul and sleep fine at night. when the next bear market hits, AAPL will remain rather steady due to the guaranteed dividend and the war chest of cash.

    as you say, all future growth is bonus and I think we'll reap that bonus over the long haul
    Mar 11 11:57 AM | 5 Likes Like |Link to Comment
  • How To Use The Apple Cash Machine For High Yield Income [View article]
    I have been selling calls and puts myself which alleviates some of the frustration of being long the stock. It's in its own ecosystem and quite frankly I'd like some of my long term $660 strikes to get called so I can get out of my too-big position.

    The mini options are fantastic too.

    It's a total traders' stock.
    Mar 1 10:06 PM | 1 Like Like |Link to Comment
  • Apple: This Is Ridiculous [View article]
    I love this pair trade if you can wait for a few years you will definetly win on this. Can't be squeamish while Wall St continues to run up the price of GOOG. Remember, AAPL was the Wall St darling...until it wasn't.

    One quarter that shows that the growth train is slowing will drop GOOG to a P/E of 17 or lower very quickly.
    Feb 13 10:54 AM | 2 Likes Like |Link to Comment
  • Apple: Tim Cook's Brilliant Move [View article]
    Ashraf it's odd having you on our side now. And I'm not unrealistic enough to think this is a $1000 stock in a $500 stock clothes, but I would at least think it would trade at the average P/E of the stockmarket - that's all I'm asking!
    Feb 7 10:24 AM | 6 Likes Like |Link to Comment
  • Apple iPhone 5C Is No Flop [View article]
    I continue to shake my head owning this stock. It's Q4 beat almost every other company out there and the stock slides 10% off of an already conservative P/E. It is its own ecosystem and ultimately the market will realize that cash, cash flow, earnings and fundamentals matter.
    Feb 6 09:27 AM | 13 Likes Like |Link to Comment
  • Apple Building Out Their Own CDN To Deliver Content To Consumers [View article]
    Just confirms for me that AAPL is a long term hold. This article could've been easily categorized in the Short section of SA for AKAM and LVLT
    Feb 3 03:54 PM | 1 Like Like |Link to Comment
  • Apple's Stock Price: What Do Market-Makers Think It Can Sell For? [View article]
    Correct that it's going to be difficult for it to be a growth stock, but the oddity for me is that everyone sort of agrees on that including Apple. They've even started the dividend and done lots of other CSCO, MSFT type things. But they can't seem to keep the same forward P/E as these other 'value and income' stocks.
    I'm not asking for stratospheric P/E, I just want the same P/E as my 140 year old damn toilet paper company stock (KMB). Come on Mr. Market, quit being a jerk!
    Jan 31 06:38 PM | 8 Likes Like |Link to Comment
  • Apple's CEO Discusses F1Q 2014 Results - Earnings Call Transcript [View article]
    Clearly, they didn't cure Cancer, Malaria, Avian Flu and the Common Cold. They also failed miserably to bring world peace. AND...AND they failed to put a space colony on Mars. So for that of course they deserve an 8% decline after hours.
    If they could only grow unprofitably like N, CRM, WDAY, and MKTO they'd have jumped 15% AH with this announcement. They need to sell their iPhones for $900 each, then rebate back $700 each, then pay their staff stock option rewards totaling $400 each and claim a GAAP loss of $200 per phone but show 35% growth as everyone buys their phones for $200! Yeah, that's how it works these days suckers.

    $14.50 per share in GAAP earnings. PFFFFFT - who wants that?
    Jan 27 09:55 PM | 9 Likes Like |Link to Comment
  • Apple's Solar Powered iPhone 6 And iPod Touch Under A Sapphire Hood [View article]
    Excellent article - my AAPL position is too large a part of my portfolio but I really do feel like I have a piece of ownership in a very dynamic company. Samsung is probably working frantically to have fingerprint sensors while Apple is onto the next evolution.

    And I truly deeply believe Samsung had a huge advantage to catch up to Apple with higher end smartphones by being their contract converter for many of the components. They literally made their own iPhone with that knowledge. I fully support internal manufacturing for the next generation devices. And as an American it's nice to see manufacturing jobs stay in country.
    Jan 26 01:10 PM | 8 Likes Like |Link to Comment
  • Apple's Solar Powered iPhone 6 And iPod Touch Under A Sapphire Hood [View article]
    sort of like the cars that run on both gas and electricity. and what a great emergency charge function if you forget your charger or are lost in the woods/ocean.
    Jan 26 01:05 PM | 2 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 10:54 AM | 20 Likes Like |Link to Comment
  • No, Apple Hasn't Screwed Up [View article]
    The fact that you're sore that AAPL cares too much about margins tells me you really don't get what they are trying to do. But you are doing the right thing by holding. The whole market has been eating lotus leaves thinking that no margin/low margins "winners" like AMZN, 'cloud stocks', NFLX, CMG, insert top line revenue grower here, GOOG, etc.. are long term wins. They are not.

    Do not ever sell a real money making company with a company that can't make money.
    Jan 21 11:16 PM | 3 Likes Like |Link to Comment
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