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  • Apple Should Pay Its Tax Bill [View article]
    The problem is not with Apple it but with our feckless Congress. Many of them are just plain clueless and inept. This is a great country but when these knuckleheads cannot lead by revamping the tax code to make it productive and fair they are not worthy of the offices they hold. It is time Congress get to work to focus on a "smart" tax system that incents companies to utlilize their cash to create jobs and galvanize investment in this country. The politicians and their divisiveness are strangling our country, We must demand more from them, place them on the same playing field as the rest of us or limit their terms.

    Apple, like many other companies in their position, is merely reacting to the thoughtless and counterproductive rules that only Congress can mend.
    Apr 15, 2013. 04:41 PM | Likes Like |Link to Comment
  • Several Theories To Explain Apple's Nosedive [View article]
    Apple management has been technologically savvy. No one can deny they are the best customer service tech company ever and their ecosystem has created a world class cash machine. But what they do not have is stock market savvy. They should be splitting their stock to allow the small investor to participate in the options market removing volatility from their stock price as a result of the whims of the large funds players. They should be buying back stock, simply announcing their intention to do so will help support the stock price. They should be using their incredible cash position to make strategic acquisitions and announce an intended dividend increase plan. To do so requires Board action; the members appear to be asleep at the wheel. Tim Cook undoubtedly a great supply line manager is apparently not share owner-oriented; he has no personal incentive to be so. For that matter, in the short-term, neither does the Board.
    Jan 30, 2013. 09:48 AM | 2 Likes Like |Link to Comment
  • Amazon Calls Out The iPad Mini: Is Apple Running Out Of Steam? [View article]

    Yours is a good article. You provide insightful observations for discussion. As a retired exec let me offer the following mission of a GREAT company:

    1. To optimize profits;
    2. Provide quality product and/or services;
    3. Lead in the markets served;
    4. Provide exceptional customer service;
    5. Create a collegial, respectful and collaborative workplace;
    6. Compensate all employees well and fairly;
    7. Maximize shareowner value via share price and/or dividends;
    8. Maintain a dynamic and creative mindset throughout the organization;
    9. Improve, add and change products, services and procedures for the marketplace;
    10. Prioritize your customer or client.

    Using the aforementioned mission as a template how would you rank the companies mentioned in your article?
    Oct 29, 2012. 11:58 AM | 2 Likes Like |Link to Comment
  • The Case Against An Apple Stock Split [View article]
    Years ago stock splits were more common for a palpable reason. It was difficult and or costly to buy an odd-lot (less than 100 shares); therefore, the reason most often given for a split was to make a lower priced round lot more achievable. With the advent of discount brokerages, computerized trading and penny incremental pricing, odd lots are no longer an issue.

    Stock splits may provide some personal mathematical appeal and the allure of a possible runup in price but in realty a stock split maintains proportionate investor ownership. Nonetheless the split of a high-priced stock does allow odd-lot sellers the opportunity to dispose of a portion of a position instead of its entirety.
    Sep 6, 2012. 05:59 PM | 1 Like Like |Link to Comment
  • 10-K Drill-Down: Researching Potential Risks To Apple [View article]
    People who comment on companies in this space should have some standing, I.e., ownership or use of the products and services or ownership of the securities for at least two or three years before commenting.

    Ever wonder why analysts on Wall Street are so far off with their opinions? Because they suffer the same shortcomings...they are not "invested" in the subject matter. Although they are intelligent and may be well-schooled they have no substantive understanding of what they write and generally no skin in the game. Hence their opinions should be summarily dismissed.
    May 25, 2012. 09:10 AM | Likes Like |Link to Comment
  • Maybe It's The Apron Color [View article]
    How many people have you seen walking around with a hammer?
    I don't see that in a restaurant, movie theater, museum, at the gym or at a party. I do see an iPhone and its other iRelatives at those places and more, like the park or in the lobby. Those iThings are everywhere. They are exciting. They enable commerce and social activity. And they entertain when iVont2b alone.

    Don't get me wrong! I really do like Home Depot. They have all the things including that hammer to schlep home to build more room for my Apple stuff.
    May 24, 2012. 04:31 PM | Likes Like |Link to Comment
  • We Have Seen Apple's Chart Before: A Comparison To Cisco, 1995-2000 [View article]
    Execution propels stock price. Apple arguably continues to brilliantly execute like few other publicly-held companies and most certainly in its marketplace.

    To compare price charts to another company or dwell on a price target or limit rather than Apple's product and marketing execution is irrelevant blather.

    Naysayers are appreciated as institutional managers and other astute investors take advantage of opportunities to add to positions.
    Apr 8, 2012. 04:33 PM | 1 Like Like |Link to Comment
  • Apple: Take Profits Before You Lose Them [View article]
    All market participants are not the same. Some are investors, some are short-term speculators. Of those some have experience and some know how to analyze their positions. Some are clueless and believe because they have risked some cash they may assert a point of view that has merit when all that view is but a callow opinion.

    Certainly it is advisable to take profits "while you can" but in the case of any security one must ascertain what that window is and that is precisely, for example, what must be considered with Apple.

    Astute Apple investors who know how to analyze a balance sheet, income statement, who understand marketing execution, who have visited the stores and most importantly, have used or owned the products and experienced the customer service have a much clearer understanding of the value of the stock.

    To simply warn the public to take profits is like telling a child to be sure to wear his or her scarf and mittens when going outside in a winter snowstorm. Oh, really?
    Apr 3, 2012. 02:02 PM | Likes Like |Link to Comment
  • Why Apple's Buyback And Dividend Plan Is A Disappointing Drop In The Bucket [View article]
    Attention deficit disorder. Instant gratification sufferers. Those monikers appear applicable to Apple Company and its stock naysayers and disappointees. Perhaps youth and/or a lack of long-term investment experience may also add to the mix.

    Naysayers should wake up and smell the coffee or could be that there is so much caffeine in their system that they do not realize that as each week, month and now year passes Apple is establishing itself as possibly the best company to have ever come public bar none by virtue of nearly every marketing metric.

    Apple has already created immense wealth and positively changed business and product benchmarks worldwide and there is little evidence to believe that progress will be arrested anytime in the next few years if at all. To negatively nitpick its use of cash, dividend policy or stock split plans is naive and insulting to a company and management that continues to deliver in spectacular fashion.
    Mar 19, 2012. 11:18 AM | 3 Likes Like |Link to Comment
  • Deconstructing Apple [View article]
    Fanciful. Since when do large public corporations accommodate stockholders, particularly with CEO's with outsized compensation? Reality dictates. Today's management teams primarily reflect self-aggrandizement...... position and control, certainly not shareholder well-being. What truly builds shareholder value is inspired investors who become enthralled by awareness of a story, a product or service or string of earnings or sales. The best ingredient for stockholder value is optimism...that's the true catalyst to higher prices. Like any CEO it really doesn't matter what Mr. Cook decides at Apple as long as the cauldron brews optimism that translates to demand for the stock. Don't be surprised if the cash on hand surpasses $100B in the near's irrelevant. What matters is can Mr. Cook and team maintain the Jobs legacy.
    Jan 12, 2012. 08:30 PM | 2 Likes Like |Link to Comment
  • Apple's Tim Cook Should Be More Of An Autocrat [View article]
    Speaking as a former exec from an autocratic company, absolutely true! "Too many Cooks spoil the broth."
    Nov 17, 2011. 11:05 AM | Likes Like |Link to Comment
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