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JPV

JPV
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  • Apple: iAd Is The Weakest Link [View article]
    GOOG and FB get most of their revenue from advertising. Without these they would not be making any money unless they start charging for their otherwise free services.
    AAPL is developing, manufacturing and distributing Hardware and software for the computer, telecommunication and digital media industry and end user markets.
    They give priority to market and advertising of their products and I think this should be their priority rather than providing a media for all sorts of product and services.
    AAPL has no need to open up its user community to the advertising industry and upset its own community by sharing their data. It would harm AAPL more than do them good.
    Dec 30, 2014. 11:58 AM | 3 Likes Like |Link to Comment
  • Pouring A Little Cold Water On Apple Investors [View article]
    This article is indeed useless and not good for SA! There should be some type of quality check. There is too much garbage going around.
    Nov 6, 2014. 03:43 AM | 2 Likes Like |Link to Comment
  • Forget About Bending iPhones: There Are Better Reasons To Sell Apple Stock [View article]
    Seems to me that your reason for selling was emotional and because you where getting cold feet. You do not have to write an article that is somewhat inconsistent to hide the real reason why you sold.
    Oct 20, 2014. 09:29 AM | Likes Like |Link to Comment
  • Why Apple's Product Launch Rocked [View article]
    I thank you for this excellent informative straightforward article!
    Sep 12, 2014. 05:08 AM | Likes Like |Link to Comment
  • Apple - September 9 Will Give You A Stomach Ache And Nothing More... Focus On Sales [View article]
    Anyone who believes AAPL is a great company and a good investment for the long run is probably already invested and the should not be really worried about 9/9.
    This is what I think the article is clearly about.
    Those who think AAPL is not a good investment should sell their stake if they have one and move on to something else.
    Those who want to speculate on volatility due to the event in one way or another should look at other ways to get a trill because there are better ways to get your your monies worth.
    Sep 1, 2014. 10:32 AM | 1 Like Like |Link to Comment
  • A Breakdown Of Apple's ROE Tells A Cautionary Tale [View article]
    Thank you for directing me to this article. I liked it and would love to see more of that quality on SA.
    Unfortunately SA is allowing more and more noise and nonsense.
    Jul 22, 2014. 11:32 AM | Likes Like |Link to Comment
  • Apple: 5 Key Questions For The Rest Of 2014 [View article]
    Its a long and not telling anything article that does not help very much.
    It reminded me of some articles in the popular street press.
    Does this belong in an investment forum?
    Jul 2, 2014. 06:30 AM | 2 Likes Like |Link to Comment
  • Take Profits In Apple And Don't Look Back [View article]
    I have no issue with a decision from a trader to take profits when he can.
    A trader looks at funny indicators that I have difficulty with.
    The author states that he is willing to go short or long again if his indicators tell him that.
    I am avoiding this type of investing but if the author likes it that way I wish him luck.
    Apr 26, 2014. 11:54 AM | Likes Like |Link to Comment
  • 2014 Will Be The Tipping Point For Apple [View article]
    Michael Blair in summary made the point that the smartphone, as his forebode the cellphone, is moving fast forward towards a mass market commodity product whereby the differences between the brands become smaller and smaller and pricing ( lowest cost manufacturing) becomes the main differentiator.
    In my opinion this trend will have its effect on the revenue and the margin of AAPL iPhone business but also on its tablet the iPad. Over time this is inevitable and should not be ignored. However it does not mean the end of AAPL and I think that AAPL is well aware of this and they are and will continue to milk their iPhone business as good as they can with upgrades and improvements and more interesting apps.
    Nobody can predict how the smartphone business will look like 5 years from now.
    AAPL is a strong company and I hope that they will bring innovative new product that opens up a new markets like what they did with the iPod,the iPhone and the iPad. They have proven to be good at this but one should not underestimate the task and challenge.
    If they can do that they can still maintain a high end customer segment in the smart phone business because they will retain and even up their brand image. This is the only reason I am still long on AAPL but I realise that it is a risky position.
    Those who believe evangelically seems not to realise this risk because this type of business is prone to strong volatility.
    I prefer more knowing what I am doing and be ready to act when new facts become reality too either stay the coarse or not.
    Feb 9, 2014. 10:25 AM | Likes Like |Link to Comment
  • 2014 Will Be The Tipping Point For Apple [View article]
    I think this article is about company strategy in general and about technology market driven companies. The article looks back and shows some historical examples which are real facts that support the writers case. I think that therefore it deserves some credit because history seldom repeats itself but it usually rhymes somewhat.
    So are we sure that this time it will be different? OK it could be but we can't be sure.
    The only way we can see that AAPL will not become another victim of its own success is to come out with another revolutionary product that will restore its winning record.
    If it comes out with just improvements that can be easily replicated or already exist it is doomed to loose market share and profitability. It may have the cash and therefor can buy more time but in that case it will have to go through a long and difficult period.
    Icahn seems prepared to take a bet and is probably quite well informed but he is also a risk taker who has probably his bet well covered when things go wrong.
    AAPL is a great company and I use their products and I also hold their shares.
    I try to keep myself informed and do not necessarily think the moment has come to dump the shares. However the more time passes and depending what AAPL will show this year it will be pivotal.
    Feb 9, 2014. 05:31 AM | 2 Likes Like |Link to Comment
  • Apple Is A Steal Even At $700 [View article]
    The article takes an textbook type of approach to valuation and analysis.
    The reality is that experts on valuations are not able to come up with numbers that agree.
    The reality also that the future of a company depends on its ability to maintain a long term competitive position. The industry and market where AAPL is competing is very competitive and dependant on constant innovation so it is practically impossible to predict the future.
    If you buy AAPL at 500 and have to watch the economic news and the competition all the time to decide too get out or not you are a trader and not an investor.
    If you are somebody who has build a position at an average cost of around 325 you can hold your breath and hang on for some time longer but their is no way to tell in this case how the stock will develop.
    In a way that's also what the article says if you read the scenario's and suggestions how to deal with a buy now at 500. The odd's are not very clearly in your favour. It may look that way to the author but he should realise that the probabilities of these types of odds almost never come out as dreamed up.
    Feb 5, 2014. 11:30 AM | 1 Like 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, 2013. 12:30 PM | 5 Likes Like |Link to Comment
  • Apple Investors Should Temper Their Expectations [View article]
    What sell side analyst think is completely irrelevant in my opinion and there is enough info available to support this.
    Trying to predict the share price of a stock including AAPL is a complete waste of time.
    Reading this article is therefore also a waste of time for SA readers.
    Dec 10, 2013. 09:59 AM | 1 Like Like |Link to Comment
  • Demographics, Manias And The Short Case For Apple Explained [View article]
    I thank you for this post because there is to much emotion around AAPL and emotion is the worst enemy of the investor.
    Your argument on market saturation for smartphones is important to consider because it reinforces the dependency of AAPL on innovative new products that open new markets/segments.
    It is not certain that AAPL will make no mistake or is capable to time innovation as needed. Things seem OK for the moment but serious ups and downs are almost inevitable as every top athlete will confirm.
    Dec 3, 2013. 03:16 PM | Likes Like |Link to Comment
  • Apple: Addressing The Elephant In The Room [View article]
    I find this whole article and its discussion very theoretical and not very valuable for an investor as it was probably directed towards speculators.
    Nov 29, 2013. 12:13 PM | Likes Like |Link to Comment
More on AAPL by JPV
COMMENTS STATS
235 Comments
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