Seeking Alpha

ArmchairHero

ArmchairHero
Send Message
View ArmchairHero's Comments BY TICKER:
  • Taking A Longer Look At Apple's Secret Hedge Fund [View article]
    No physical precious metals investments is a big mistake.
    Jan 7, 2013. 11:14 PM | Likes Like |Link to Comment
  • The Innovator's Dilemma: Is Apple A Sustainer Or Disrupter? [View article]
    lmao

    got me too.. congrats you got an extra hit.

    by far the dumbest article of the year so far on SA.
    Jan 1, 2013. 02:25 PM | Likes Like |Link to Comment
  • What's Worrisome About Apple [View article]
    Agreed.
    Dec 20, 2012. 11:57 PM | Likes Like |Link to Comment
  • Consider Selling Apple Stock [View article]
    Baaaaaaaaaaaaah.

    Do these clowns like Kesarios, Assraf & their buddies all operate out of the same stinky basement, spewing the same moronic garbage over and over or what?
    Dec 17, 2012. 11:07 PM | 2 Likes Like |Link to Comment
  • The Lines Meme Seems Bogus [View article]
    Low income isn't the problem, there are more millionaires in China than any other country in the world. Most of them are already AAPL fans in some way.

    What you really meant to say is that most China people are still cheap, heck you don't even have to be in China to be cheap, most asians start out having a cheap/thrifty mentality. That's why most asians right now prefer Samdung and Android, it's the way most asians have been wired to buy cheap products that just meet their basic and limited needs.

    As more asians proportionally get richer, open-minded and their lifestyles change to more like the west, they will prefer the luxury, flashy brands like AAPL over cheap crap like Samdung and Android who can't wait to sell one of their latest 5 different versions of cheap crap to asians who are just starting to get out of the cost conscious lifestyle. China people are still in transition to be like Hong Kong asians and Hong Kongnese sure love the brands and AAPL products.
    Dec 15, 2012. 03:33 PM | Likes Like |Link to Comment
  • Apple: A Mixed Bag Of Competing Considerations From Fundamental To Technical [View article]
    - CNBC fools have been bearish on AAPL for weeks now, having people on calling for 20% lower from these levels
    - More and more clueless analysts lowering their estimates
    - Mainstream media and SA writers continue to smear and bash AAPL in as many ways as possible, besides twisting facts and making up BS, such as the ridiculous 1 person lineup in China
    - VIX aapl is through the roof
    - Massive volume in the low 500s
    - Obvious fiscal cliff tax selling by dumb money "investors" 2+ months late
    - The doubt and skeptics calling for AAPL bubble and AAPL's end in dominance has never been higher

    Yea no symptoms of negativity or fear... what BS. You rely on SA comments to gauge sentiment? I hope you don't actually trade the markets for real and rely on that cause I have a feeling you'd be a failure at it.
    Dec 15, 2012. 02:53 PM | 1 Like Like |Link to Comment
  • Look Out Below: Apple's Unit Profits Are Falling [View article]
    Please don't give these guys that much credit, they do not write or "analyze" to move stocks. They write this garbage to troll feed and attract attention.
    Dec 11, 2012. 10:52 PM | Likes Like |Link to Comment
  • Shouldn't Apple Be Looking At Improving Global Sales Figures? [View article]
    I would say the opposite will be more of a concern. AAPL's dominant US market share is more subject to be lost than emerging market share. Because the US is not going to get richer any time soon and emerging markets continue to get richer and just started getting into high quality, niche brands. AAPL's barely penetrated these markets overall.

    Not everything has to be parabolic when it comes to AAPL you know.
    Dec 11, 2012. 10:57 AM | 1 Like Like |Link to Comment
  • Apple Chart Flashes Bubble Crash Warning [View article]
    So just because you paint a chart that looks like a bubble and fits with your argument it's going to be a bubble? How convenient you remove scaling and use normal scale rather than log scale. Oh sure, a $50 move up from 500 bucks is the same as a $50 move up from 200 bucks.

    This is as useful as the dumb money thinking the death cross means anything. Takes 5 seconds to pull a chart of death crosses in the market the past few years and see how money you'd have loss selling the death cross when that's a signal to start going long aka dumb money indicator.

    I don't know if the bubble talk is as good as the death cross dumb money indicator to go long, AAPL may or may not become a bubble you need a real working crystal ball instead of just a chart that you manipulate to fit your description of past bubbles to have a real convincing argument. But the fact that many others have pointed this out and are thinking bubble leads me to think there's a ways to go before this AAPL is anywhere near a bubble.
    Dec 11, 2012. 10:51 AM | 12 Likes Like |Link to Comment
  • Apple: Value Play Or Value Trap? [View article]
    Now a strong buy IMO:

    http://bit.ly/RIUPn1
    Dec 8, 2012. 01:05 AM | 4 Likes Like |Link to Comment
  • Apple Poised For A Strong December [View article]
    Nothing new that hasn't been brought up multiple times in every AAPL article. I'm pretty sure the market has took most if not all of that into consideration.

    The only thing that really matters is earnings, and to AAPL longs, blowout earnings.. not the beat the sandbagged variety says the Market.

    What's going to drive earning well past 16 (they need at least that to maintain YOY % growth)? Just the US market share recovery? Supply "issues" recovering?

    Margin compression is confirmed.
    Cannabalization is guaranteed (less iPad4 more significantly).
    Delays with IP5 carrier launch in China
    Muted response to IP5 demand in China
    (http://bit.ly/TsWSK6)
    EU market share decline for IP5 vs Android

    And yet everyone is still calling for blowout Q... good luck betting on that along with everyone else and their mother on the same side of the trade.

    Last year, very few expected the blowout EPS and didn't face the plethora of problems that AAPL has right now. Comparing this year, or any other years, to previous years when it comes to trading is recipe for losing money.
    Nov 28, 2012. 02:03 PM | 1 Like Like |Link to Comment
  • Apple's Fiscal 2013: Facts, Figures, Predictions [View article]
    If AAPL does not soundly beat expectations that the Street set out for them, the stock will tank no matter what. People can try to rationalize and interpret the numbers favorably all they want and complain about analysts being clueless or setting the bar way too high, but in the end the Street is the ultimate judge.

    We started seeing cracks in the last earning, and now we continue to see some more.

    Ipad mini supply shortages, below estimates.
    new iMac launch delay and supply shortages
    iphone5 launch delay in China
    iphone EU market share losing to Android
    margin compression
    ipad cannibalization
    traffic, sales per hr in apple stores down from last year
    the list goes on and on...

    The only good news for this Q seems to be the IP5 is holding strong in the US. Everywhere else its not doing better than before, or vs their competitors, or are experiencing launch delays. Inexcusable for the company to be taking so long in getting IP5 to their most important, biggest growth market in the world in China, and having the largest carrier on board.

    And if you throw all these fundamentals aside, and just analyze this as a trader, people should be very worried when almost everyone is thinking the same (blowout Q1), and are on the same side of the trade (held by far the most hedge funds)... it spells disaster.
    Nov 27, 2012. 02:16 PM | 2 Likes Like |Link to Comment
  • Are Investors Losing Confidence In Apple Stock? [View article]
    You need a better profile pic!
    Nov 19, 2012. 12:10 AM | Likes Like |Link to Comment
  • Oh Apple, About That 'Win' You Thought You Got... [View article]
    "90% of all brokers that cover this stock rate it a buy..."

    That is actually very, very bearish for the stock. Scumbag brokers/analysts playing the other side desperate to profit off the dumb money.
    Nov 14, 2012. 01:00 AM | Likes Like |Link to Comment
  • Apple Investors Should Be Wary Of The Next Shoe To Drop [View article]
    http://t.co/zQVUOtjz

    Just one of many horrible Ipad mini reviews. Wake up.
    Oct 31, 2012. 10:59 AM | Likes Like |Link to Comment
More on AAPL by ArmchairHero
COMMENTS STATS
114 Comments
106 Likes