Keep It Simple's Comments Keep It Simple's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/923439/comments Danger Zone For This Week: Apple http://seekingalpha.com/article/1436441/comments?source=feed#comment-18910571 18910571
Your biggest fault is using ROIC on a company that doesn't have much need for IC. Apple outsources almost all of their production.

I'm really not sure how you can justify using Invested Capital as a metric for Apple. Common sense dictates otherwise.]]> Thu, 16 May 2013 15:00:07 -0400
Your biggest fault is using ROIC on a company that doesn't have much need for IC. Apple outsources almost all of their production.

I'm really not sure how you can justify using Invested Capital as a metric for Apple. Common sense dictates otherwise.]]> Danger Zone For This Week: Apple http://seekingalpha.com/article/1436441/comments?source=feed#comment-18854311 18854311
I love people like David Trainer & Company. They allow me to buy great companies on sale.

See you at $1,000 per share in less than 5 years, David!]]> Wed, 15 May 2013 12:26:02 -0400
I love people like David Trainer & Company. They allow me to buy great companies on sale.

See you at $1,000 per share in less than 5 years, David!]]> Julian Robertson's Tiger Management unloaded the 42K Apple (AAPL) shares the firm still had going into Q1. Tiger, which has owned Apple for years, had pared its stake from 101K in Q4. On the other hand, Tiger initiated positions in Dunkin' Brands (DNKN - 546K shares), Monsanto (MON - 192K), McGraw Hill (MHP - 408K), and H&R Block (HRB - 849K). AAPL -1.1%. (13F) (Q4 hedge fund sales) http://seekingalpha.com/currents/post/1026461?source=feed#comment-18851551 18851551 Wed, 15 May 2013 11:28:40 -0400 Julian Robertson's Tiger Management unloaded the 42K Apple (AAPL) shares the firm still had going into Q1. Tiger, which has owned Apple for years, had pared its stake from 101K in Q4. On the other hand, Tiger initiated positions in Dunkin' Brands (DNKN - 546K shares), Monsanto (MON - 192K), McGraw Hill (MHP - 408K), and H&R Block (HRB - 849K). AAPL -1.1%. (13F) (Q4 hedge fund sales) http://seekingalpha.com/currents/post/1026461?source=feed#comment-18846041 18846041 Wed, 15 May 2013 09:52:52 -0400 Apple, Zynga Lead Sharp Rise In Short Interest On Tech Names http://seekingalpha.com/article/1432761/comments?source=feed#comment-18845961 18845961 Wed, 15 May 2013 09:51:02 -0400 Apple, Zynga Lead Sharp Rise In Short Interest On Tech Names http://seekingalpha.com/article/1432761/comments?source=feed#comment-18845601 18845601 Wed, 15 May 2013 09:44:38 -0400 Apple (AAPL -2.5%) has dived over the last 30 minutes of trading on heavy volume, without any news to explain the move. The decline comes with the NASDAQ still up 0.5% on the day. http://seekingalpha.com/currents/post/1024511?source=feed#comment-18821741 18821741 Tue, 14 May 2013 15:26:11 -0400 Apple, Zynga Lead Sharp Rise In Short Interest On Tech Names http://seekingalpha.com/article/1432761/comments?source=feed#comment-18813051 18813051
The timeline around 4/17 marked a huge volume spike where Apple was hovering around $400. You see the same spike after earnings around $400. I'd venture to guess that most shorts came in around that $400 level thinking AAPL was going to drop into the mid $300s.]]> Tue, 14 May 2013 12:11:48 -0400
The timeline around 4/17 marked a huge volume spike where Apple was hovering around $400. You see the same spike after earnings around $400. I'd venture to guess that most shorts came in around that $400 level thinking AAPL was going to drop into the mid $300s.]]> Apple, Zynga Lead Sharp Rise In Short Interest On Tech Names http://seekingalpha.com/article/1432761/comments?source=feed#comment-18811191 18811191 Tue, 14 May 2013 11:37:17 -0400 More Tepper: Turning to individual ideas, he says Citigroup (C) has become one of his biggest positions. On Apple (AAPL): If the company doesn't have something "revolutionary" coming, it better do something "evolutionary" - bigger screen, cheap iPhone. If we don't see anything by September, then it's "Houston we got a problem," and Tepper hopes he's quicker on the sell button than everybody else. http://seekingalpha.com/currents/post/1023221?source=feed#comment-18810021 18810021 Tue, 14 May 2013 11:12:33 -0400 Apple: Too Far, Too Fast? http://seekingalpha.com/article/1408501/comments?source=feed#comment-18553641 18553641
You have to keep in mind that Samsung's phones are available with many more carriers than the iPhone.]]> Tue, 07 May 2013 17:00:42 -0400
You have to keep in mind that Samsung's phones are available with many more carriers than the iPhone.]]> Apple: Too Far, Too Fast? http://seekingalpha.com/article/1408501/comments?source=feed#comment-18552191 18552191 Tue, 07 May 2013 16:29:39 -0400 Apple: Too Far, Too Fast? http://seekingalpha.com/article/1408501/comments?source=feed#comment-18552061 18552061 Tue, 07 May 2013 16:27:31 -0400 Apple: Too Far, Too Fast? http://seekingalpha.com/article/1408501/comments?source=feed#comment-18551961 18551961 Tue, 07 May 2013 16:25:54 -0400 Apple: Too Far, Too Fast? http://seekingalpha.com/article/1408501/comments?source=feed#comment-18544501 18544501 Tue, 07 May 2013 13:45:55 -0400 Apple: Too Far, Too Fast? http://seekingalpha.com/article/1408501/comments?source=feed#comment-18544421 18544421 Tue, 07 May 2013 13:43:54 -0400 Apple: Too Far, Too Fast? http://seekingalpha.com/article/1408501/comments?source=feed#comment-18536051 18536051
For now, I plan on continuing to add to my position at 25 share blocks while Apple sits below $500.]]> Tue, 07 May 2013 11:13:20 -0400
For now, I plan on continuing to add to my position at 25 share blocks while Apple sits below $500.]]> Apple (AAPL +2.6%) commanded 57% of smartphone profits in Q1, and Samsung (SSNLF.PK) 43%, estimates Canaccord's Mike Walkley. All other OEMs collectively broke even, after having lost money last year. Apple's profit share is down from 2012's 69%, and Samsung's up from 2012's 34% - chalk those changes up to Samsung's share gains and Apple's gross margin decline. Walkley also writes Samsung's Galaxy S4 is off to a strong start (in spite of some reports of overheating), that checks indicate U.S. BlackBerry Z10 (BBRY +0.7%) sales are soft, and that U.K. Q10 supplies have been limited. http://seekingalpha.com/currents/post/1001221?source=feed#comment-18504981 18504981 Mon, 06 May 2013 15:46:42 -0400 Deckers Outdoor: International Growth Potential Is Enormous http://seekingalpha.com/article/1394591/comments?source=feed#comment-18420331 18420331 Fri, 03 May 2013 16:23:28 -0400 Deckers Outdoor: International Growth Potential Is Enormous http://seekingalpha.com/article/1394591/comments?source=feed#comment-18404601 18404601 Fri, 03 May 2013 11:17:31 -0400 Deckers Outdoor: International Growth Potential Is Enormous http://seekingalpha.com/article/1394591/comments?source=feed#comment-18367511 18367511
Here's a bit more from CEO Angel Martinez in the Q1 conference call regarding China store operations in response to Eric Tracy's query:

"we've been seeing some steady improvements on our retail store operations in China. And we're still just scratching the surface of the total opportunity there. When you look at second, third tier cities, you look at outlet concept opportunities. That is still a great opportunity. In terms of productivity, they are smaller stores. They still generate 1 year kind of paybacks, which has very strong returns on invested capital, but they are smaller stores compared to some of the U.S. and European stores."]]> Thu, 02 May 2013 14:39:05 -0400
Here's a bit more from CEO Angel Martinez in the Q1 conference call regarding China store operations in response to Eric Tracy's query:

"we've been seeing some steady improvements on our retail store operations in China. And we're still just scratching the surface of the total opportunity there. When you look at second, third tier cities, you look at outlet concept opportunities. That is still a great opportunity. In terms of productivity, they are smaller stores. They still generate 1 year kind of paybacks, which has very strong returns on invested capital, but they are smaller stores compared to some of the U.S. and European stores."]]> Deckers Investors Might Be Missing The Bigger Picture http://seekingalpha.com/article/1389081/comments?source=feed#comment-18336951 18336951 Wed, 01 May 2013 19:36:35 -0400 Deckers Investors Might Be Missing The Bigger Picture http://seekingalpha.com/article/1389081/comments?source=feed#comment-18335021 18335021
The point of product diversification in a business is to offset the dangerous repercussions of seasonality and sole dependence on a single brand (in this case fur lined UGG products) to maintain that cashflow you speak of. At the end of the day, you have to prepare for when there might be less demand for your product (UGG fur lined products) and setup some safety nets.]]> Wed, 01 May 2013 18:13:10 -0400
The point of product diversification in a business is to offset the dangerous repercussions of seasonality and sole dependence on a single brand (in this case fur lined UGG products) to maintain that cashflow you speak of. At the end of the day, you have to prepare for when there might be less demand for your product (UGG fur lined products) and setup some safety nets.]]> Deckers Pullback Could Present Opportunity http://seekingalpha.com/article/1380561/comments?source=feed#comment-18281361 18281361
I think their retail store investment will pay out handsomely over the next 5 years.

Earnings are greatly reduced now because of this investment, but it's a pay it forward type deal that could bring home some pretty substantial profits.]]> Tue, 30 Apr 2013 14:56:40 -0400
I think their retail store investment will pay out handsomely over the next 5 years.

Earnings are greatly reduced now because of this investment, but it's a pay it forward type deal that could bring home some pretty substantial profits.]]> A debate is raging between retail analysts on whether or not a move by Deckers Outdoor (DECK +0.7%) to replace sheepskin with a new wool fiber in its Ugg products is a positive. Exec said during the earnings call (transcript) that the company could lower product costs and pursue profitable new growth opportunities by making the switch, but skeptic wonder about the hit to the brand. (Twitter exchange: I, II, III) http://seekingalpha.com/currents/post/977801?source=feed#comment-18271021 18271021 Tue, 30 Apr 2013 11:17:32 -0400 Apple's Earnings Projections Continue To Irritate Wall Street http://seekingalpha.com/article/1370211/comments?source=feed#comment-18092601 18092601
Thank you!

People never review the actual facts... Just what they care to look at.]]> Thu, 25 Apr 2013 14:33:58 -0400
Thank you!

People never review the actual facts... Just what they care to look at.]]> Apple's Earnings Projections Continue To Irritate Wall Street http://seekingalpha.com/article/1370211/comments?source=feed#comment-18080401 18080401
That's a very interesting way to look at it...]]> Thu, 25 Apr 2013 11:25:11 -0400
That's a very interesting way to look at it...]]> Apple's Earnings Projections Continue To Irritate Wall Street http://seekingalpha.com/article/1370211/comments?source=feed#comment-18080061 18080061
See for yourself - http://seekingalpha.co...]]> Thu, 25 Apr 2013 11:18:04 -0400
See for yourself - http://seekingalpha.co...]]> Apple's Earnings Projections Continue To Irritate Wall Street http://seekingalpha.com/article/1370211/comments?source=feed#comment-18079491 18079491
Right now, there are many carriers selling the iPhone 4/4S & 5 vs a lot fewer that were offering the iPhone 3GS/4 & 4S combo.]]> Thu, 25 Apr 2013 11:07:00 -0400
Right now, there are many carriers selling the iPhone 4/4S & 5 vs a lot fewer that were offering the iPhone 3GS/4 & 4S combo.]]> Apple's Earnings Projections Continue To Irritate Wall Street http://seekingalpha.com/article/1370211/comments?source=feed#comment-18079261 18079261 Thu, 25 Apr 2013 11:01:36 -0400