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Pkorman

Pkorman
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  • (Almost) Kudos To You, Mr. Cook [View article]
    It is a difficult challenge to address the fickleness of "fashion" while going after the bulk of the steadfast enterprise market (where change management and security are crucial, and Android/Samsung is weakest). The technology incorporated in the 5S will soon find its way into iPads and organizational users will be loathe to operate two separate platforms for "mobile."

    The question for $aapl shareholders is how long it will take for this strategy to demonstrate earnings growth. In the meantime, $Aapl continues to generate approx. $1 billion each week in free cash which can partially be used to buy back even more shares. If management decides to use inexpensive leverage, they can easily sustain double digit EPS growth while focusing on this transition.
    Sep 16 08:44 AM | Likes Like |Link to Comment
  • Buy SodaStream And Get Your Growth For 50 Cents On The Dollar [View article]
    One factor to consider is the impact of boycott/disinvestment on the shares (which I own). I believe this company is heavily shorted due to that influence. Until the company can either generate enough cash flow or take on debt to start to buy shares back (on a very small float), or finds a buyer, these shorts seemed determined to depress the shares, perhaps for ideological, and not financial, reasons.
    May 28 05:44 PM | Likes Like |Link to Comment
  • Apple Price Target: $790 Per Share [View article]
    Look to enterprise business for expansion of revenues as well. The iPad and iPhone are in the first stages of cracking the IT walls of the Wilshire 5000 (United Airlines, GE). This said, If the board and management want the share price to climb, it will need a successful plan to use/distribute the existing $100 per share and $40 to $50 per share that will be generated in the next 4 to 6 quarters.
    Feb 12 01:12 PM | Likes Like |Link to Comment
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