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  • Apple Will Revolutionize TV And Here's How [View article]
    Very interesting article. Not that Apple TV is going to be like this but because it is the first article that is describing that a revolutionary TV product is indeed possible and probable. Its hard to think out of the box. Thank you for sharing this!
    Jan 13 06:18 AM | 15 Likes Like |Link to Comment
  • How Much Should You Pay For Apple? [View article]
    I believe this article lacks any substance and is even below what you can get out of most sell side analyst reports.
    Jan 31 12:33 PM | 8 Likes Like |Link to Comment
  • Is It Time For Tim Cook To Leave Apple? [View article]
    The article is provocative with purpose but it is also stupid because it does not lead to any constructive dialog that is useful to the readers. Its such a waste of time and its negative for SA.
    Dec 30 12:30 PM | 5 Likes Like |Link to Comment
  • Why The Living Room Is Too Small For Apple [View article]
    TV is a dinosaur medium and the problem is not the hardware but the current channels. I can get about 300 channels on my TV and there is hardly a single one worth looking at. Movies on demand are limited and the features to download programs of interest are not user friendly at all. In addition to find a program that is interesting enough to download is quite a task given the program guides you have to go through.
    The company that can transform this medium into an interesting contemporary media for people of today and integrate it with the internet and other wireless gear have a huge market and value potential.
    If Apple can do for TV what it did for music they will have great growth and profit opportunities.
    I am the first to agree that doing this is not easy but it is not impossible.
    It would also be good for those in the industry that are making a living producing content because this industry needs to be opened up.
    Feb 11 12:59 PM | 5 Likes Like |Link to Comment
  • Apple, I Want My Money Back! [View article]
    The best and safest strategy to get your money back is to hold on to your stock if you bought AAPL at 705.
    The reason for this is that AAPL is a very healthy and competitive company that highly profitable and growing very well.
    It even pays a dividend.
    The volatility in the stock is quite normal after some small operational negatives that are not at all unusual for a company to experience from time to time.
    If you sell you are actually taking your loss forever and if you try to speculate with options you increase your risk and exposure even more.
    Everyone has the choice of being a speculator or an investor.
    I have made my choice a long time ago.
    I am long on AAPL, not for the reason that I love the company but because I believe it is still a good investment.
    Dec 13 05:13 PM | 5 Likes Like |Link to Comment
  • Reacting To The Fed Minutes: Will The Market Get Fooled Again? [View article]
    Interesting article and analysis that improved my view on what is currently happening. Much more informative that the Wall Street video puppet shows.
    Apr 4 04:36 AM | 5 Likes Like |Link to Comment
  • The 'Magnificent Seven' Dividend Growth Stocks Overlooked by the Stock Market [View article]
    Very good article. I start to appreciate the graphs more and more.
    I own 5 out of the 7 and will look at the other two.
    Thanks for this very useful piece of information.
    May 9 03:24 PM | 5 Likes Like |Link to Comment
  • Why Apple Should Ignore Its Shareholders [View article]
    I agree with the part of your article that clarifies the anomalies of certain analyst and hedge fund managers like Einhorn.
    I do not agree however with the statement that Apple should ignore its shareholders.
    Einhorn wants privileges for certain shareholders and that's not good in my opinion because a large shareholder has a large shareholders vote and that should be in principle enough.
    Being a shareholder friendly company is however something else and very important for an investor and his confidence in his investment.
    Feb 12 04:21 AM | 4 Likes Like |Link to Comment
  • Is Apple Taking The Microsoft Path? [View article]
    Doing a comparison like this is not very meaningful because the companies are quite different and one can find easily other stock charts that show a pattern like this.
    There is nothing tangible here that would have any predictability credit!
    Jan 24 12:15 PM | 4 Likes Like |Link to Comment
  • The Beginning Days Of Dividend Growth Investing [View article]
    This article could have been written by Benjamin Graham and probably was in some form or another. Warren Buffet and Charlie Munger have says the same thing often. Your contribution remains however very valuable because the fact that wise investing is that simple is often forgotten! The beginning and the discipline to continue is for most people the biggest problem as you pointed out well.
    This investment strategy is regretfully no longer part of the curriculum for an MBA in finance. They teach now more fancy things that may work not that well!
    Mar 22 12:50 PM | 4 Likes Like |Link to Comment
  • Here's Why Dividend Stocks Are Evil (And 7 Good Examples Worth Considering) [View article]
    Funny but a very good way to say why individuals should learn why and how to invest. The marked is there to trade and the accepted and promoted investment theory by the financial industry is like it is because its the only one that allows them to sell anything, even the worst company. If individual investors would only consider the about 100 companies that are worth owning their stock, their would be no market.
    Mar 31 12:45 PM | 4 Likes Like |Link to Comment
  • Is Apple Worth More Than $400 a Share? [View article]
    About 35 years ago I bought an Apple computer and also Visicalc to do sales forcasts and I made some simple programs with Apple talk. Then came DOS and Windows and since than I have been using windows as it became a standard for most corporations that used the PC and the laptops to equip their staff.
    I went through different versions of Windows, XP, Vista and are now on Windows 7. All this was a frustrating experience where individual customers where used for beta testing products that where not ready yet. The last 3 years my PC gets basically updated every day. This is sometimes frustrating and time consuming. Internet Explorer is updated regulary and is regulary not responding. MS help is like a labirint with more questions that you can think of but not the one you are looking for.
    Than I bought an Iphone for my wife who was frustrated and hated doing e-mails on my computer. Now she writes e-mails and messages on her iphone every day. Than I bought a Mac for my daughter and I was amazed about the nice box it came in and the simplicity of the set up. Using the Mac was a whole new and nice experience. It was so nice that I downloaded safari on my PC and use it regulary.
    Than I bought an iPad for my wife and it has been an eye opening experience as well and we both use it now for e-mailing, reading the news from our favoured web sites and reading books. We downloaded about 16 apps and use them regulary.
    I have become so frustrated with Microsoft Windows, life messenger and Explorer that I have got myself a Mac recently.
    I have also sold my MSFT shares and traded them for AAPL.
    AAPL shares have moved well while MSFT has not been doing a lot since years now. The launch of Windows 7 is not making any difference and I think I know why given my own experience with their products.
    The numbers in your article and your valuation method are good. However the fundamentals for MSFT are also quite good and the company remains financially quite robust. The difference, and a big one between the companies lies with the expected outlook. MSFT has become a dinosaur with limited innovative products and seemingly bad management. In contrast AAPL is very innovative and changing the way people communicate, listen to music and looking at video/movies. AAPL is changing whole industries and is bridging generations. I see young children and elderly people using iPads and iphones and have fun.
    AAPL management is excellent and I am not talking about Steve Jobs only. Apple has a deputy CEO and its VP's are allowed to make presentations and do these very well. Look at presentations from both companies and you will see a big difference.
    AAPL is a very good software company that knows also how to make very good hardware devices. MSFT makes mediocre software and has actually proven that it cannot make a succesfull device.( This could change but I doubt it)
    In conclusion I think that the future looks much better for APPL who has on top its own stores and the iTunes on line shop.
    At the end choosing an investment is not only about fundamentals ( who have to be good in any case) but much more about judgement about the future outlook. For the next 5 years I bet that AAPL will be doing still fine while one has to realise that there will be the temporarely setbacks which are unavoidable.
    Mar 15 01:31 PM | 4 Likes Like |Link to Comment
  • Is IBM Grossly Undervalued? [View article]
    Why is this article allowed to be published?
    Complete waste of time.
    Aug 11 12:35 PM | 3 Likes Like |Link to Comment
  • International Business Machines: Credit Suisse Downgrade Rationale Is Flimsy [View article]
    I think Your points are very clear and CS looks like trying to manipulate the market on behalf of themselves or a big client that wants to build a position. I am not sure that is really the case but I cannot find any real other reason.
    It is not the first time that I receive warnings or downgrades on stocks that I hold and that make no sense to me as my own analysis shows a different outlook.
    I like your approach and would like to see more of that type of information on SA.
    Aug 12 12:20 PM | 3 Likes Like |Link to Comment
  • How Warren Buffett Could Become An Even Better Investor [View article]
    I suggest You should learn a bit more about Buffett and about investing before suggesting how WB should become a better investor!
    Mar 1 02:34 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
195 Comments
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