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klgmdc

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  • Apple (AAPL +0.6%) ticks above $400 ahead of FQ2 results and FQ3 guidance few expect to be glowing, particularly in light of supplier numbers (I, II). Shares are down 22% since the company posted a disappointing FQ1 report; the FQ2 EPS consensus has fallen by $1.60 over the last 90 days to $10.07, and the FY13 consensus by $4.31 to $43.66. FBR's Scott Thompson (Outperform) has cut his PT by $100 to $525 today. Thompson likes Apple's valuation, but adds "management has been surprisingly quiet about how Apple may deploy its $130B." He also asserts execution "has been plagued by operational missteps and a steady stream of reported production cuts." [View news story]
    The FQ1 report was sooooooo disappointing. Another record profit and wheeee, down we go. Did we overshoot just a little bit on the downslope? I sure hope so. Are the hedge funds satisfied yet with a PE of 9? Or will the company be officially declared dead today.
    Apr 23 11:26 AM | 4 Likes Like |Link to Comment
  • The actual cost of Tesla's (TSLA) Model S financing plan for its cheapest model is $1,051/month (per Tesla's site), assuming a 2.95% APR, 10% down, and a 66-month loan. To get to Tesla's estimated "true cost of ownership" of $373/month, one has to discount (among other things) $284/month in energy savings, a $222/month business tax benefit, and (amusingly) $100/month for "time spent driving to a gas station and refueling" - Tesla assumes buyers value their time at $100/hour. Shares now -2% AH. [View news story]
    Musk is a true visionary. He consistently defies contemporary logic to blaze a new path to the next future truth. I applaud him for gaining the backing of financial partners to put more people into his vehicles. Do you think he's going to sit on his hands and "wait" for the rich to make their down payment? No. He's going straight to where our subliminal desires lie in the unconscious. He's making his cars "affordable" on a layaway plan. America loves layaway. But now; pay later. Strip this brilliant play down to its basic simplicity. Long TSLA.
    Apr 2 10:42 PM | 4 Likes Like |Link to Comment
  • Apple's Path Back To $600: Tougher, But Still Doable [View article]
    I admit I had to look up the TNBT abbreviation, but I tend to agree with stefn above. (The Next Big Thing.) If you look at the value-added features that Apple has slowly but methodically been building into its products, you just might be able to follow the trajectory to TNBT. Predictably, Apple will prove that the sum of the parts is bigger than the parts themselves. The next big things will be about integration. The folks who think Apple has lost its innovation will continue to debate, while the rest of us enjoy several new products that enhance our lives, work the way they're supposed to, in an elegant and classically designed way. The iCloud alone has saved me so much tedium and given me alot of freedom to grab whatever device is at hand to accomplish my tasks.

    I'm frustrated with AAPL, but not with Apple.
    Feb 13 01:01 PM | 4 Likes Like |Link to Comment
  • Diamond Foods' Change In Estimate: Accounting Red Flag? [View article]
    I'm disappointed by this article. All your information and references are old news. The company has made significant progress in cleaning up a whole host of problems that became known in 2011. The 2013 year end financial report discusses at great length the potential risks going forward, including the possibility of ongoing weakness in internal controls. The company seems to have a very good handle on its screw-ups, heads have rolled, and new management is working hard to re-establish fractured relationships with growers and shareholders.

    Everyone expects estimates to be impacted by ongoing litigation and settlement payments. I would have liked this article to drill down into future estimates for Diamond, in a good/bad/ugly type of scenario. That is what I'm having trouble trying to figure out for myself. I hang in there as an investor because the nut and healthier snack business is growing and because I believe Diamond is getting back on track.
    Jan 20 12:32 PM | 3 Likes Like |Link to Comment
  • Apple's Last Chance To Dominate The High End [View article]
    Samsung lacks its own internal creativity. The company tends to rely instead on predatory actions to pre-empt its competition. As a result, Samsung's products tend to be inferior and lack the "wow" factor that comes with thoughtful design and the tedium of asking the question over and over "how can we make this so amazing that people won't be able to live without it?"

    Samsung couldn't even come up with its own advertising concept and instead blatantly copied Apple's template.
    http://bit.ly/1m179eu
    Jan 14 02:53 PM | 3 Likes Like |Link to Comment
  • A Lesson On Executing: Tesla Is Not Looking Back As It Plows Through Bear Arguments And Expands In Overseas Markets [View article]
    I'm tempted to take TSLA off my watch list because the volatility has started to get to me. My cost basis is $28 and change. I did sell some on the way down to capture gains. Lately I've been "feeling" like selling out to quell the butterflies. I almost always regret selling on impulse, so the better path is to stop looking at TSLA's daily price swings. I agree with Quoth; I think this company is unstoppable.

    Maybe "some" Tesla owners need to check the amperage of the circuit breakers in their garages?
    Dec 19 11:14 AM | 3 Likes Like |Link to Comment
  • WWDC Confirms Apple's Shift From Growth To Income [View article]
    I'm in your camp, dints. I watched the keynote and am very impressed with the advancements in both operating systems (OS and iOS). As an Apple user (since forever), I've been waiting for many of the features coming in Mavericks. The Mac continues to gain impressive market share over the PC; I believe this trend will continue, especially now that there's a new tower for folks who have been waiting a long time for a refresh to the Pro. There is still no other company as sexy as Apple. How many minutes to sell out tickets to the WWDC.... 76 seconds.
    From an investment perspective, sure, Apple has gone from Wow to Meh, --unless you bought at $400 and are collecting nice dividends, then you don't care the stock price fell from grace. But much of that fall was engineered by Wall St. analysts, the same ones who are now bemoaning the stock as "dead money." C'mon guys, you can't have it both ways; it's a law of the universe. And as much as I respect the authors at Regarded Solutions, there are just as many "techies" that are impressed with these incremental changes to the guts inside Apple's machines. Any one who expected WWDC to move the stock needle still doesn't understand Apple. Judging from the live audience response, the cult is alive.
    For everyone who is angry that the stock price isn't where it used to be, please move on already. Why would you stay invested in a company that is so disappointing to you.
    Jun 11 11:39 AM | 3 Likes Like |Link to Comment
  • A Sane Response To Some Of Apple's Insane Criticisms [View article]
    jon808: Hasn't Microsoft so much as admitted that users don't want a touchscreen laptop? Which is why they're running Windows8 off the field into the dank sweat of the locker room to put it back the way it used to be? Windows8 is the New Coke. A failure. PC's are losing market share while Apple's Mac's are gaining market share in the personal computing world. Do you even read? Or just spout your own version of reality?

    When you invest in a company like Apple, you're investing for the deep future. If you're long Apple, then you're l-o-n-g the company. Your own opinions about how Apple should produce a "toaster-fridge" don't matter to a company that is known for launching products you never even knew you wanted and then ultimately became dependent upon. Let the company operate according to its own culture and timing.

    Settle down and take the long view as the author opines.
    May 10 10:34 PM | 3 Likes Like |Link to Comment
  • Tesla Motors Vs. Clean Energy Fuels [View article]
    Good points, Surf Dog. The author also disregards the well known environmental and human consequences of fracking, which is the technology that has made the U.S. awash in nat gas.

    What we desperately need in this country is high speed cross-country and mass transit, and more car sharing programs.
    Apr 25 03:26 PM | 3 Likes Like |Link to Comment
  • Why Facebook Must Expand Or Fail [View article]
    This is a really great article. Thank you for explaining in such great detail the collision and interplay of social capital and social networking. It's fascinating.

    I don't like Facebook: the company or the stock. And so I decided to buy a hundred shares and use those as the basis for learning to trade options. So far I've reduced my cost basis by 10% realized, and another 10% unrealized based on today's "Phone Home" action. I plan to "collar" it, "spread" it, "strangle" it, "straddle" it, "call" it out, and "put" it out of it's misery until I've recouped my original expense.

    It doesn't matter to me what this company does now or in the future. I find it demeaning to be punched in the face with ads, used as a sales metric, forced into choosing privacy protocols that are skewed toward public exposure, and to have to negotiate away my first born as a trade for removing myself from the system.

    Other than that, I have no feelings about Facebook. :-)
    Apr 4 05:25 PM | 3 Likes Like |Link to Comment
  • Redbox Instant Isn't The Only Growth Story At Coinstar [View article]
    I like Coinstar for how the company quietly goes about infiltrating every hot consumer convenience area, including its wellness kiosks. I'm really looking forward to those - for a quick read on my blood pressure, etc. If the streaming library maintains pace with the new release schedule at the Redbox, I might even consider a subscription. I use the Redbox quite a bit. It's so easy, especially since you can reserve online and pick up at the box with the swipe of the credit card maintained on file. There are Boxes everywhere in the areas where I shop and do errands. I think this company is brilliantly creative in an understated way. Thanks for the good articles.
    Mar 17 09:51 PM | 3 Likes Like |Link to Comment
  • Tesla Tanks After Reporting Wider Loss Than Expected, But Profit In Sight [View article]
    I used today's "tanking" to pick up more shares. Please let me know when the Tesla story is officially over.
    Feb 21 04:38 PM | 3 Likes Like |Link to Comment
  • Foxconn has frozen hiring at almost all its factories in China, as the company is reportedly slowing production in response to reduced orders for Apple's (AAPL) iPhone 5. With workers' staying at the company for less than 13 months on average, Foxconn's headcount could fall by tens of thousands. [View news story]
    Is SA sinking to the lows of the yahoo message boards and cnbc? The analysts and hedge funds have done enough damage to the stock price without SA offering knee jerk reactions to "news" without investigation into the accuracy of the report. Article headlines that contradict the authors' point are irritating and becoming more common.

    The market is enough of a ride for me. I could do with a little less drama here on SA.
    Feb 20 11:29 AM | 3 Likes Like |Link to Comment
  • Are You Part Of The Dumb Money? [View article]
    Thanks for the good belly laughs, Likely! Dumb Money Sheep Unite. Hey, you took your profits. That was Smart.
    Feb 6 03:00 PM | 3 Likes Like |Link to Comment
  • Will Apple Get Its Mojo Back? [View article]
    Mr. Ford, I respectfully suggest you've been watching too much CNBC. Pundits who are dissing the 128 GB iPad don't understand the target audience is professionals who are transitioning from desktops and laptops. Everyone seems to forget that Steve Jobs picked Tim Cook to succeed him. (Sir) Jony Ive still heads the design team. It's possible that Apple will fail to innovate at some point. In the long run, history will show what the first signs of that moment were, but I don't think it's today.

    Everyone is fixed on iTV. For my money, I expect to be totally surprised by Apple's next big thing, whether it's the TV or something else. Or maybe Apple will introduce several small and exciting things. Some are speculating, for example, that the Launch Pad app shipped with Mountain Lion, OS 10.8, is setting up for touch screen. There's speculation that iOS 6.1 is ready for a streaming music service. Apple is good at building ground-breaking features into its product lines. And every few years, it distributes those tantalizing invitations to the next big product launch event.

    I don't understand the rush to bury this company for dead. All of my e-equipment is Apple and always has been. I continue to celebrate the ways in which I joyfully interact with technology through the ease, functionality, fun and beauty of Apple products.
    Feb 6 02:42 PM | 3 Likes Like |Link to Comment
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191 Comments
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