Seeking Alpha

SurfRat3

SurfRat3
Send Message
View as an RSS Feed
View SurfRat3's Comments BY TICKER:
Latest  |  Highest rated
  • Apple beats estimates, issues solid guidance; shares lower [View news story]
    Unfortuntaely, AAPL is still the stepchild who can never do anything right in the eyes of the larger investment community. However, with virtually unlimited resources at it's disposal, one day AAPL will shine brightly again. Long AAPL.
    Oct 28 06:01 PM | Likes Like |Link to Comment
  • Why I Am Changing My Stance On Microsoft To Sell [View article]
    MSFT: Swimming in cash...rewarding the faithful.
    Oct 24 09:42 PM | 2 Likes Like |Link to Comment
  • Apple: The $200 Billion Question [View article]
    I agree Tom. The $200 loss is real, but the money doesn't necessarily go to anyone else. The price and accompany individual profit or loss only exists for an instant in time, i.e., at the moment of the actual transaction.
    Feb 11 09:41 AM | 3 Likes Like |Link to Comment
  • 4 Ways To Become A Better Self-Directed Investor [View article]
    I guess the luck factor I referenced has to do with recent AAPL earnings. An equal amount of bloggers/advisors predicted APPL earnings would go up during the last quarter. With a very low P/E, the potential of Asian markets, the holiday season,sales of the recently debuted i5 and mini iPad and an obscene amount of folding money in a drawer somewhere, I convinced myself AAPLearnings would at least hit the mark. And they almost did. Earnings missed by a hair and AAPL plummetted. I understand AAPL is no longer the growth company it was, but much of the expectations were touted by "analysts" that don't know any more about predicted earnings than SA bloggers.
    Jan 27 09:10 AM | Likes Like |Link to Comment
  • 4 Ways To Become A Better Self-Directed Investor [View article]
    Good article. I've decided that the best skill an investor can have is luck. The market defies logic. Instead, using the the recent AAPL example, fear and greed continue to take their toll on great companies. Percentage- wise, I am not down that much. Nevertheless it's real money. I need to re-tune, get back to basics and get the emotion out of my investing strategy.
    Jan 26 10:09 AM | Likes Like |Link to Comment
  • Apple - Fire Sale Ends December 31? [View article]
    Great article! Funds typically get a boatload of cash in January as wise investors want their money invested early in the year. Fund managers want to get in on the best bargains quickly. One of those is AAPL which has an astonishing amount of cash in their pocket and a ridiculously low P/E ratio.The majority of individuals and fund managers desiring to take money off the table to avoid a higher capital gains impact have long ago done so. What we're left with is a company that has been the hallmark of creativity and a very successful marketing strategy. Also, whether you like AAPL products or not, you have to realize the Chinese market has the potential to have a stellar year in 2013. Once fear and greed sort out, AAPL will soar again. Long AAPL.
    Dec 25 01:12 PM | 4 Likes Like |Link to Comment
  • If the U.S. goes over the fiscal cliff, the biggest impact in sheer dollars would land on relatively affluent households, but in terms of percentage of tax increases, low- and moderate-income taxpayers would face the biggest burden - an often overlooked part of the budget debate that’s beginning to draw attention as the year-end deadline nears. [View news story]
    Agree 100% Archman! The financial world gets turned by a relatively small group of extremely rich and above all powerful people. They are in on all major economic decisions well before anyone else is even aware. When they wake up each morning, their first thought is make sure they do everything they possibly can to preserve prosperity for themselves and their families for generations to come.
    Dec 25 10:31 AM | 1 Like Like |Link to Comment
  • While other firms (I, II) are lowering their iPhone and regular iPad forecasts, NPD claims Apple (AAPL -3.7%) has more than doubled its iPad Mini display panel orders to 12M+ (presumably to AUO and LPL) to meet strong demand. Moreover, NPD thinks the Mini could account for half of 2013 iPad shipments, which it pegs at 100M+. The difference between the Mini's size (0.68 lbs. and 0.28" thick) and the 4th-gen iPad's (1.44 lbs. and 0.37") is hard to ignore here. Separately, Digitimes reports Apple is working on a second-gen Mini that's lighter still, and will sport a better display. [View news story]
    I agree...move on to what? Really? Take the emotion out of the equation and just look at the hard facts and fundamentalsof Apple stock. Whether you luv it or hate it, AAPL is the market....
    Dec 16 03:28 PM | 1 Like Like |Link to Comment
  • While other firms (I, II) are lowering their iPhone and regular iPad forecasts, NPD claims Apple (AAPL -3.7%) has more than doubled its iPad Mini display panel orders to 12M+ (presumably to AUO and LPL) to meet strong demand. Moreover, NPD thinks the Mini could account for half of 2013 iPad shipments, which it pegs at 100M+. The difference between the Mini's size (0.68 lbs. and 0.28" thick) and the 4th-gen iPad's (1.44 lbs. and 0.37") is hard to ignore here. Separately, Digitimes reports Apple is working on a second-gen Mini that's lighter still, and will sport a better display. [View news story]
    If I remember correctly, the iPad mini wasn't intended to make a huge profit in the first place. Apple developed and marketed the mini in order to establish a "beachhead" so their competition wouldn't garner the whole market for small pads. If Apple really is doubling their orders for mini display panels, then that's a good thing.
    Dec 14 08:03 PM | 2 Likes Like |Link to Comment
  • Only one person was standing outside the Apple (AAPL) store in Shanghai's financial district today, when the iPhone 5 went on sale for the first time in China. That's in contrast to the frenzy that accompanied the launch of the iPhone 4S. And while the new device will probably sell strongly, the lack of a deal with China Mobile (CHL) continues to hamper Apple in the country. [View news story]
    Amazing. One person observes another person standing alone outside an Apple store in Shanghai? Now there's a valuable metric if I ever saw one! What trend can we develop using that information? Apple products are like Cadillacs, buyers don't always have disposable money to make a purchase, but they buy them anyway. Why? Because consumers in all income brackets want the very best and they're willing to pay more for it.
    Dec 14 07:36 AM | 4 Likes Like |Link to Comment
  • What If Apple Weren't A Tech Stock? [View article]
    Do we know how much iPhones sell for in China? $1000 each? Not many people is the USA plunk down full retail price for one either. I'm betting it's a whole lot in China less with a plan from a cellphone provider. Just like Cadillacs, there will always be people buying the status symbol products - and that's a good thing.
    Nov 8 04:25 PM | Likes Like |Link to Comment
  • Almost No One Makes Money From The Stock Market Alone [View article]
    Good article. I've thought about implementing the Permanent Portfolio approach for years. I think I might start now, using monthly dollar cost averaging. It sure will save time and energy looking for that elusive home run stock.
    Oct 26 12:55 PM | 1 Like Like |Link to Comment
  • Why Microsoft Will Outperform Apple [View article]
    I own both MSFT and AAPL and make money writing weekly/monthly covered calls on both of them. Over the past year, Ive deeply regretted writing calls on AAPL as I've had shares assigned months ago that would be sparkling right about now. On the other hand, I make money on MSFT calls because the stock doesn't move much at all. MSFT tends to trade in a tight range and stay there for a while, which makes writing calls a good play. AAPL is just plain good.
    Oct 4 10:05 PM | 2 Likes Like |Link to Comment
  • The Apple iPhone Frenzy Is Here [View article]
    I'm one of the fools that got in late. Against all the naysayers, I bought AAPL last fall at the outrageous price of about $360 per share. Throughout the last year all I've heard is how the stock is going to plummet. Well, it's turned out to be one of the best investments I've ever made. The world is infatuated with AAPL products. By the way, I don't own any AAPL products, but I just may buy the new iPhone. Long AAPL.
    Sep 12 08:38 AM | Likes Like |Link to Comment
  • Apple: Take The Money And Run [View article]
    Is there a way to screen out all political comments on SA?
    Sep 9 02:05 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
67 Comments
88 Likes