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kobeissi

kobeissi
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  • Apple's R&D Numbers - Something Good Brewing, Or Something Wrong? [View article]
    It will be a better analysis to look at R&D expense as a percentage of sales and not as an absolute number.
    Nov 27, 2012. 11:31 PM | Likes Like |Link to Comment
  • An Apple Bubble Is Forming [View article]
    I might agree with your analysis about bubble creation due to the large increase in money supply and that Apple growth can not be sustainable as competitors can undermine the EPS growth by squeezing the margins lower. However, comparing apple to internet stocks is a weak argument and assuming that the creation of CFDs is enough of a sign for reversal is also a weak argument. Moreover, your conclusion is confusing as you are looking to short Apple at a much higher price than Friday close.
    Mar 18, 2012. 07:03 AM | 8 Likes Like |Link to Comment
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