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einzling44

einzling44
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  • "Under the hood analysis" is a must for dividend ETF investors, says WisdomTree's Jeremy Schwartz. Screens at many funds will leave out Apple, for instance, which is now the 3rd largest dividend payer in the U.S. Other techs - now the fastest dividend growers around - face the same issue. Don't forget international exposure, where firms are more likely to pay dividends and offer a higher yield. [View news story]
    Right, nothing beats monthly DRIP. Some US and Brazil Cos. pay monthly as well.
    Oct 27 09:10 AM | Likes Like |Link to Comment
  • Apple Is A 'Must Buy' Deep-Value Dividend Stock [View article]
    I agree that P/B is useless for Apple - as useless as calling AAPL a "deep value stock."
    Oct 16 02:46 PM | Likes Like |Link to Comment
  • Apple Is A 'Must Buy' Deep-Value Dividend Stock [View article]
    Todd,
    I really like your writing in general but this piece makes me tremble in disagreement:

    1. At a P/B just shy of 8 AAPL needs to lose about 75% (or prop up their book by about 75%) to fit the VALUE bill.

    2. Apple is a prime example of what some call a "narrow moat stock". This basically means that AAPL is more dependent on superior execution than a regulated utility (or MSFT for that matter).

    3. Apple is a great company with a whole lot to like - in fact it has great momentum, margins, income, execution and brand.

    But why of all things must you guys write about the VALUE of Apple?
    I start to think you just want to annoy value investors.

    There are hundreds of deep value stocks that
    trade at 0.2 P/B with low single digit P/E, high dividends and lots of cash. A stock that rises more than 2500% in a few years can still be a good investment but deep value can mostly be found in unpopular stocks that are ignored or neglected over an extended period of time. To paraphrase W.Buffett: Do you feel AAPL investors are fearful as to justify your greed?

    Value is mostly found in places avoided by buyers.



    Oct 8 09:02 PM | 5 Likes Like |Link to Comment
  • The Battle For Questcor Continues [View article]
    I had QCOR on my buy watch list when it dropped 60%+. I was lucky to buy AFTER the huge drop. As I see it United Health made a smart move by pledging Acthar coverage. The joke and the bad press is now on Aetna. Few things are as universally useful as competition.
    Oct 8 06:44 PM | Likes Like |Link to Comment
  • Dead Money Walking: Sell PC Players And Buy Apple Before It's Too Late [View article]
    ISRG buyer
    Apple IS NO VALUE STOCK, period. Please read Rocco Pendolas (an Apple Bull) article here on SA and please stop this "deep value" nonsense regarding Apple. Deep value stocks are not born by running up a couple of thousands of percent in a few years. Deep value stocks never have 70+ "strong buy" ratings. Finally deep value stocks trade at a P/B not higher than 3 and a P/E not higher than 10 -12.

    Is Apple a better value than Amazon, Salesforce or Chipotle? Yes!

    Is it a (deep) value stock? No!

    How can you not know a deep value stock from the ultimate Megagrowth Ultrapopular Darling?

    Apple once was a value stock and I owned it back then. It traded at less than 20USD, had a "moderate sell" rating from only three analysts who cared to cover the stock and about 90% of its market cap in cash and short term investments.

    From your bio I could assume you may have bought AAPL when it was in value territory. Apple today is a growth on steroids megacap and thus a category on its own.
    Sep 13 06:44 AM | Likes Like |Link to Comment
  • Dead Money Walking: Sell PC Players And Buy Apple Before It's Too Late [View article]
    I state that "the valuation does not suggest a bubble with the exception of their incredibly lousy book." I think it is not efficient for a megacap to accumulate as much cash as AAPL. And I do not think Apple should pay a dividend yet. A stock split and a buyback should come first IMHO. Imagine Apple announce a 1:50 split and a 20 year 70B buyback plan ...
    Sep 13 05:42 AM | Likes Like |Link to Comment
  • Memo To Microsoft: The PC Is Dead [View article]
    We are heading into a new refresh cycle for both corporates and consumers. Microsoft CAN NOT deliver another dud of the Vista variety if it wants to impress investors. MSFT and INTC are my top picks - once the doomsaying about PCs reaches mainstream media (hopefully around W8 launch) I am gonna try to pick some on the cheap.

    And I completely ignore WP, the NOK partnership, xbox and all the other distractions: MSFT should sell them, split itself up or whatnot.

    The author, if he is older than 14, should know the cyclicality with PCs and servers.

    This time around the refresh cycle will be bigger than ever because the iPad, iPhone and Android devices bring more people online. The content is created on powerful PCs and Macs and stored in evergrowing datacenters. As the internet traffic grows exponentially
    you will not only see more people consuming but also creating Internet content.

    For trolling on SA an i Pxxx fits the bill. For creating and hosting SA
    not so much.
    Sep 10 05:37 PM | Likes Like |Link to Comment
  • Dead Money Walking: Sell PC Players And Buy Apple Before It's Too Late [View article]
    I do not say AAPL is expensive. I say their book is lousy and ineffiicient to the point of hilarity. The Apple dividend will lift the US and the world GDP. You will see unemployment go down and markets go up. I am glad Mr.Cook started to do something to address this issue.
    Sep 9 11:45 PM | Likes Like |Link to Comment
  • 5 Reasons Apple Is A Bad Bet [View article]
    Difu, I admit you have a point with their book. One of the worst corporate american books ever. They treat their cash like they hate it...
    Sep 9 07:51 PM | Likes Like |Link to Comment
  • Dead Money Walking: Sell PC Players And Buy Apple Before It's Too Late [View article]
    @the author
    You must be joking. Apple is at the absolute top and it is too big to do anything - just like those massively overweight people who need cranes to leave their home. It is hard to find anyone who can bring up one solid argument why AAPL is not a strong buy. The serene euphoria and absence of any criticism surrounding Apple is starting to ring my Alarm bells: Remember the bubbles (Cisco, Sony, Microsoft etc.). The valuation does not suggest an AAPL bubble -with the exception of their incredibly lousy book that holds way too much declining cash. How you can run the biggest company on the planet not knowing what to do with your cash is a mistery to me.
    Sep 9 07:20 PM | 1 Like Like |Link to Comment
  • The Race To Replace Samsung At Apple [View article]
    Android will be supporting INTC chips first. By the time Apple may ask Intel to fab their custom designed ARM chips INTC may be already married to GOOG.
    Sep 1 03:36 PM | Likes Like |Link to Comment
  • Tick-Tock: The Intel Party Doesn't Stop [View article]
    Ashraf,
    hurry up or else INTC may file for chapter 7.
    I am looking forward to that article of yours. To me it sounds like a a bicycle producer from Uganda wants to take on Lockheed Martin as the top contractor with the USAF.
    Aug 29 04:36 AM | 1 Like Like |Link to Comment
  • Tick-Tock: The Intel Party Doesn't Stop [View article]
    Skyler,
    why not write something about ARMH chips for servers? Acouple of months ago the boards at SA were full of "ARM is going to disrupt INTC in servers, Notebooks, PCs."

    I wonder what happened to that idea.
    Aug 28 10:45 PM | Likes Like |Link to Comment
  • Examining Intel's Guerilla Approach To The Smartphone Sector [View article]
    IIn the end NTC owns every market they choose to enter.
    Aug 26 03:53 PM | Likes Like |Link to Comment
  • Apple's Win Over Samsung Is A Kick In The Teeth For Google [View article]
    Because they make a killing by selling it back to us.?
    Aug 26 03:37 PM | Likes Like |Link to Comment
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