Seeking Alpha

vperez

vperez
Send Message
View as an RSS Feed
View vperez's Comments BY TICKER:
Latest  |  Highest rated
  • Apple: This Is Ridiculous [View article]
    The missing point here is the future value . Goog is significantly more innovative than Apple and demand a significant premium over Apple.The growth rate of GOOG and recurrent revenue (recurrent revenue the same people advertise every month) versus Aaple is only doing incremental changes to their products. How much do you think Aaple can grow with a bigger Iphone or a different color. Apple is in the category of CSC0 , Ibm and Msft and when you compare Aaple to them they are fairly value. Apple leadership also is big liability like CSCO, IBM and MSFT they have old management that dont have the vision and have a different DNA which result in lower future.
    Dont get me wrong as value stock Aaple is a good stock and better than CSCO or IBM or MSFT but GOOG is on a different league . Unless they come with a new category of products they will be lipping along.
    Feb 13 11:03 AM | 1 Like Like |Link to Comment
  • There Won't Be An Apple TV [View article]
    wow .
    This guy write a half a page without any new content to express an empty opinion. I don't know if Apple is working on a TV but is very attractive market. Consumers are looking for more and only getting incremental innovation . Walt Mart sold 2 million in one day.
    2x the new sony play station
    Dec 5 06:29 AM | 13 Likes Like |Link to Comment
  • Apple's Loser Strategy [View article]
    You are giving them too much credit to believe that they really have a strategy.
    Sep 12 08:23 AM | 5 Likes Like |Link to Comment
  • Several Reasons To Respect Apple's Tim Cook [View article]
    This article is incomplete and fail to recognize the areas where Tim Cook as failed. Its not about Steve Jobs but his leadership.
    Below are some of the issues that are ignore and is a burden on the company stock price. If Tim Cook is removed the stock can go up more than Msft on % basis.
    1. He hired the wrong person to manage the retail business. A critical management position and still looking for a replacement.
    2. The fiasco of the Aaple Maps. Even though he is an operational guru.
    3. The china mobile deal . This is a manana deal that he has not been able to deliver.
    4.His legal strategy has failed with his litigations . Samsumg use the Aaple legal position to become a great competitor. The $500-1b is change money for helping Samsung build the brand. even the book litigation . Its obvious that he can not handle confict and we end litigating everything wich is a distraction.
    5 innovation trermendous slowdown . Apple now only rotate tires on old products .
    6. Financial strategy and sharesbuyback. He was 6 month late after the masacre of the stock.
    7. Last but not least . Bottom line the big downfall of the stock.
    Hope this open your eyes on why Wall Street dont like Tim and balance your comments
    Sep 4 08:38 PM | 4 Likes Like |Link to Comment
  • Apple's Tim Cook meets China Mobile Chairman Xi Guohua [View news story]
    Guys this have been going for 3 years and this should not be any news. Tim have not been able to deliver when Apple was the king why will make this happen when Samsung is stronger . We have better chances that Israel and Palenstine get to an agreement than Apple and China mobile get to any deaal.
    All of this is similar to the communist propaganda.
    Jul 31 01:19 PM | Likes Like |Link to Comment
  • Can Apple's Stock Be Saved? [View article]
    Agree. The problem with the stock is management and the Board that do not have any credibility and has become a dynasoure. This stock with Tim Cook will continue to go down. With Tim it will go down to $285 without Tim is a $350 stock until they fix the problem. This is the HP of 2011 that the board and the CEO killed the shareholders.
    Do you remember LEO Apotheker and HP Board of directors in 2011 this is TIm cook in 2013.
    Its a cultural problem that until is fix it will hurt. What they need to understand that when you change direction you have to change how you operate. Specifically when your stock is going up investors love secrecy and slow reaction and bluff marketing. When you are going down this is precisely what investor hate. The car has to be able to go forward and backward. You wont buy a car that doesn't know who to go both direction. Fasten your seat belt, this stock is going down hard . As people realize that the hints are bs and rumors are false they are going to dump the stock. China mobile for two years taking and still taking about it. Right?
    Jun 29 04:15 AM | Likes Like |Link to Comment
  • Apple Shares Are In The Reign Of Uncertainty [View article]
    In a nutshell apple problems can be summarize as follows;
    its very hard to be at the top only with products. You may get there with breakthrough products but to stay at the top you need more.
    Apple was a the top because of his products which now are being successfully imitated. The culture of the company was created in this environment where secrecy was a competitive advantage . Now the competitive landscape has changed and the company has fail to recognize that when you have competitive products you need a leader out there which is what we are missing. The company still stuck on a secrecy that is costing to the brand.The board is sleeping at the wheelThe CEO is amateur for this environment The street doesn't believe in the CEO.products issues like the maps, failure to deliver the china mobile, a legal strategy where competitors are taking advantage and the cloud of where they are going is killing the confidence of the management judgment.
    Jun 26 03:12 PM | Likes Like |Link to Comment
  • Apple Shares Are In The Reign Of Uncertainty [View article]
    This article is from some one on denial. Tim cook has not deliver
    -The fiasco of Apple maps
    - he committed a contract with china mobile that never happened
    - The Samsung legal strategy where he did the marketing for Samsung and build a strong competitor
    - His failure to hire the right talent. 3 months after Ron he had to fire him and he also lost of other key talent.
    - sitting for too long on the cash without a strategy
    - his lack of focus . Apple is not a legal firm. Or a political party
    -his lack of ability to communicate effectively with Wall street. not saying nothing and implying big things do not convince any one.
    In a nutshell Tim Cook is the biggest failure of Steve Jobs. A $250billion mistake. Until the board wakes up or Tim is so embarrassed that he resign the stock will remain in the category of the bridge to no where . This coming week it will break $400 and it will end in the low 300 by end of year. Bottom line Tim is all hat and no cattle. We need a strong leader and not someone that feels that his job is to keep the door open.
    Jun 23 07:42 AM | 3 Likes Like |Link to Comment
  • Apple (AAPL) amends Tim Cook's stock compensation package to tie it to the performance of Apple shares. Previously, Cook was guaranteed (provided he remained CEO) 500K restricted stock units in Aug. 2016, and another 500K in Aug. 2021. Now, only 100K units vest in those periods, and an 80K-unit annual award is given until 2021 provided the performance of Apple shares beats at least 2/3 of S&P 500 companies in a given year. The award gets cut by 25% if performance is in the middle third, and by 50% if in the bottom third. Apple says it wants to tie a portion of exec. compensation to performance, and that Cook "is leading this initiative by example." (8-K[View news story]
    Fixing his option doesn't change the fundamental problem which is that he is over his head. This is a cosmetic change that wont bring value to the shareholders. This is an scapegoat for the board lack of action.
    You are taking about the greatest corporate failure of the century. Hope time magazine put him on the front page with a chart of the stock and the collapse.
    He owe to the shareholder his resignation / Shareholders should have the opportunity to recover some of their massive losses. The company need a new leader. He is part of the past. Jobs biggest achievement ws the IPhone . His major failure TIM Cook.
    Jun 21 08:12 PM | 6 Likes Like |Link to Comment
  • Apple: The Dangers Of Using Bad Data To Calculate Only One Metric [View article]
    This is a good attempt to value something that is very hard to do.The problem that you have is mediocre management which makes any metric not relevant. You have a CEO and CFO that are over their heads and a board of directors that is sleeping at the the wheel . Is very hard to quantify these factors because these guys are high risk.
    Their strategy of keeping silent make things worse to do any valuation. Wall Street has no confident in the management or the board.
    The company has too many issues with many missteps in their products, slow to deliver in promises such as the capital allocation and china mobile deal. The management turmoil such as the departure of the retail sales and engineering make this more unpredictableThe focus on litigation is killing innovation and the brand.
    In summary is too much risk with too much unknown . Until their board wake up and drive the change this will be another Yahoo.
    May 16 07:18 AM | 1 Like Like |Link to Comment
  • Apple: Time To Get Optimistic Again [View article]
    This article misses the basic fundamental problem of Apple which is management. Te market recognize that the management is weak and will continue to destroy the enterprise value by lack of action . The risk is significant as the brand continue to be destroy . The CEO and CFO is at least $100 per share downsize risk. Only think they are doing is focussing in keeping the doors open, expand the litigation agenda. it took forever to get a capital allocation plan and delays of deals like china mobile.
    We knew that innovation was going to slow down after the death of Steve what was a surprise was the missteps in the new products like maps etc.
    May 15 06:57 PM | 2 Likes Like |Link to Comment
  • Apple: The Important 'Halo' Metric Investors Are Ignoring [View article]
    The problem with AAPl is more fundamental,
    The company has a weak management team that is well overpaid. Their CEO and CFO are among the top paid in the industry and they are below average.
    These guys believes that keeping the door opens is enough.
    They are very slow. For example the capital allocation project was several quarters late. The china mobile deal is in limbo, the litigation with Samsung still also no where. The damage to the brand is significant and there is no confident on the management . Their strategy vision is not share because they dont have one and the company board is sleep at wheel.
    These are fundamental problems that until they are solve and a new management team is in place will bring the stock price down to the mid 300 level,
    May 13 06:10 PM | Likes Like |Link to Comment
  • Estimate cuts from Pac Crest's Andy Hargreaves are helping Apple (AAPL -2%) underperform. Citing weak demand for the 9.7" iPad - he thinks this is likely "a sustained trend" as demand shifts to smaller/cheaper tablets - and a demand pause ahead of a refresh, Hargreaves is cutting his FQ3 (June quarter) iPad forecast to 15M units from 18.5M. He also thinks "the high end of the smartphone market is quickly becoming saturated," and has lowered FQ2 and FQ4 revenue/EPS estimates further below consensus. Hargreaves cut Apple to Sector Perform on Jan. 16, when shares were at $503. [View news story]
    The problem with apple is that short term there is no growth and even though the management was whispering about the dividend you can only fool the street for certain amount of time only. Apple apperar to be holding the dividend annoucement for the earnings release to compensate for the bad quarter.WS figure this out and became agrresive sellers. This is very naive by Apple leadership and the stock will be go below $400 before the earnings release. Aggresive shorting the stock is the only winning strattegy.
    Mar 29 09:17 AM | Likes Like |Link to Comment
  • Apple - It's All About Earnings [View article]
    Apple wil continue to go down because of the following reasons
    1. Apple is not a shareholder friendly company.They have not done anything to stop the stock price masacre. They fool people with the dividend whispering and that was the only reason for the POP.
    2. Apple leadership is over their head . Apple need some like Bezos that can articulate the strategy
    3. Apple business model doesnt work . The MGT is trying to follow a model of when they were $1b company versus now they are the most valuable company. Jobs did a great job as an innovator but to stay at the top you need a different model . The Apple leadership dont get it.
    Only one strategy to make money with Apple and is to short it.
    Mar 29 09:08 AM | Likes Like |Link to Comment
  • It's Time To Dump Apple And Buy Amazon [View article]
    I wont put my money in neither of these two stocks. Amzn is a bubble to burst. Amazon is a non profit organization . The dont make money and this is not substainable.
    Mar 15 06:47 PM | Likes Like |Link to Comment
COMMENTS STATS
21 Comments
44 Likes