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sws1967

sws1967
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  • Apple: A $500 Price Floor With NTT DoCoMo And China Mobile Agreements [View article]
    If they got Siri up to the point where you could easily dictate a Word document and completely ditch the keyboard, that would be a game-changer....and it doesn't seem too far out of reach. Ditch the mouse AND keyboard but still be able to produce work as if on a PC...now that would be a nice improvement.
    Sep 13 12:27 PM | Likes Like |Link to Comment
  • Apple: A $500 Price Floor With NTT DoCoMo And China Mobile Agreements [View article]
    Yeah...if you mention AAPL at all, you get the fans and the worthless commentary with it - really degrades the forum and it's unfortunate. I had no idea what "shaned" was talking about, just assumed he commented on the wrong page.
    Sep 13 12:22 PM | Likes Like |Link to Comment
  • Apple set to unveil two new iPhones [View news story]
    A "less costly" device that still performs well enough will not diminish the brand and expand their reach. If they can't do this "differently" then the magic really is gone, but we know this step is necessary. I'm holding an equal-weight long position + a call BF gamble on today's news just for fun...
    Sep 10 01:09 PM | Likes Like |Link to Comment
  • TD Ameritrade index shows clients buying August's dip [View news story]
    Not sure I understand your comment - your positions are NOT being sold, therefore you are IN the market, yet you say you are conservative and okay if the market rises without you....which sounds like they would have SOLD your positions?

    My 3 cents:
    Anyway, I still haven't seen proof that buying and selling on a weekly or monthly, or daily, time-frame leads to better gains. Is anybody out there actually making 20% or more year over year by trading? Consistently? Or is it just something to do for fun?

    I sold my two utilities and added to financials in the spring, didn't sell anything else because I have too much cash already from all of my dividends and I don't see a better place to put that cash right now.
    Sep 10 12:22 AM | 2 Likes Like |Link to Comment
  • Strong Dividend Growth Continues For Altria [View article]
    Love the Cramer bashing...yeah, we're all so much smarter than Cramer, that's why we have our own TV shows and just work for fun right?

    Stupid Cramer...he only knows how to get rich and stay famous, who needs that when you have these deep, insightful comments on SA to help you...

    IF you need the income, then MO is a good choice, but there are better stocks with lower yields and a higher growth component if you do NOT need the cash now.
    Aug 28 02:53 PM | Likes Like |Link to Comment
  • How Perception Impacts Investment Results: The Case For Apple And IBM [View article]
    I don't know why you would postulate that the "selloff ensued because large investors knew...AAPL was at the end of its product cycle." I would agree that the selling began when certain money managers saw the lack of innovation (perceived or real) with the iPhone 5 release and decided AAPL would have a hard time meeting growth expectations, but the January ER was expected to be a blowout as a result of the product refreshes so WHY would anyone sell months before an expected blowout ER just because a "product cycle has ended"?

    The selling in AAPL happened because AAPL didn't meet the growth expectations and the numbers were continually revised downward and guidance lowered - it doesn't need to be more convoluted. The commentary here implies that AAPL was selling off due to a predictable and "knowable" pattern of the product cycle....sounds like hindsight to me.

    I also think it's dangerous to assume "AAPL will just gain more momentum" because we're back on that predictable pattern....AAPL will continue to go up IFF it meets expectations and delivers some great products, but if it fails to do so? Are you just certain that big money will flow into AAPL because great products are guaranteed?

    The competition is real and only getting tougher. AAPL has the brand....for now, but will the kids using iPads today still covet that same brand 10 years from now? Wish I knew...meanwhile, at the current price AAPL IS worth holding long, as long as you keep the position size in check IMO.

    The Author also seems to think it was all just "perception" and AAPL will return to "normal" now that the smoke has cleared. I think AAPL really needs to prove itself, especially after so many investors getting burned, and it was not perception, it was lack of meeting expectations that brought the share price down.
    Aug 19 11:03 PM | 2 Likes Like |Link to Comment
  • Key Learnings From The Icahn Effect [View article]
    IMO the best thing you can do after learning about trading is to NOT do it. Invest, but don't trade and you'll probalby make good money. Read all of the opinions on SA and try to time to the market and it will be a lesson in how hard the future is to predict.
    Aug 16 11:01 AM | 3 Likes Like |Link to Comment
  • Key Learnings From The Icahn Effect [View article]
    Missing earnings and having growth come to a sceetching halt is not exactly "meh, no big deal" so not sure I'd hang my hat on the 40% drop being on "no news."
    Aug 16 10:56 AM | Likes Like |Link to Comment
  • Carl Icahn Spells The End Of An Era At Apple [View article]
    So if there was a high-quality stock that pulled back, say 10%, you'd sell puts or a put spread and safely make money.

    I know a lot of people who felt the same way when AAPL dropped all the way down to $630....wonder how well those puts worked out for them?

    The price you are happy to pay today may not be the same three months later when the stock tanks but you are the insurance company for some lucky investor on the otherside. No free lunch:(...
    Aug 14 02:22 AM | 1 Like Like |Link to Comment
  • Why The Bears Are Wrong About Apple [View article]
    Wow, these comments...did we just travel back to Sept of 2012?

    And all this time we were worried about innovation!? LOL...here it is, the product you've been waiting for, the game-changer that proves AAPL culture is alive and well - it's ICAN or maybe the iCan?
    Aug 14 01:55 AM | 1 Like Like |Link to Comment
  • Apple: Reality Bites, So Time To Sell [View article]
    Doyle,
    I sure as hell hope you are right, because I do still hold a 4% position, but I consider AAPL nearly-speculative at this point, because again, everyone is waiting for this "exciting product" that may not come.

    I don't know exactly which stocks will outperform AAPL - you need to subscribe to my newsletter which uses a..."quantum algorithm" to get that proprietary information (joking) - but "guaranteed not to do better" implies one hell of a great future for AAPL that I think is not a given.

    I would put money into diversified small-caps personally, and I recently added to financials, including PRU which has moved from $68 to $80 in the time AAPL has done not much again. I see AAPL having a very hard time getting past all the dead bodies that can't wait to get out in the $500s.

    There is no reason that AAPL has to ever become a growth stock again, it can simply be a good dividend-payer with its eco-system and smart phones, etc., but to expect it to repeat the past - which IS what most people here seem to expect, i.e., some new innovation like iPad that blows everyone away - is speculation.

    I'm not in the camp that believes AAPL will release iProduct this fall and all the money will come out of GOOG and back in AAPL and AAPL will see $650 by December. I could happen, but I'm not risking all of my money hoping it will. There are REAL risks to this company's position, and investors here should be cautious IMO.

    How much balance do you see in the research and commentary? What if AAPL drops 20% or 30% from here? Impossible? Are you sure?

    This stock should be in a market all by itself with all the ridiculous noise surrounding it - the only thing I know for certain is there is NO INFORMATION that I can rely on to make a good decision on AAPL! I will hold a small position, but there are too many other good options - you could have thrown a dart and done better over the past year. By the way, I hold equal amounts of AAPL and GOOG, and personally think that is a good way to capture the gains and manage the risk.
    Aug 11 01:48 PM | 2 Likes Like |Link to Comment
  • Apple: Reality Bites, So Time To Sell [View article]
    Hmm, Slash that P/E a bit and I'd feel better.... bummer how much their growth has been Slash-ed, but I'm holding also...must be the Night Train;).
    Aug 10 02:12 AM | 1 Like Like |Link to Comment
  • Apple: Reality Bites, So Time To Sell [View article]
    It's laughable to me that even after a 40% decline in the AAPL share price and earnings deceleration to match (no it wasn't the hedge funds and market-makers conspiring, AAPL actually DID miss estimates and lose market share to competitors), nobody seems to be able to accept that AAPL could be in real trouble.

    It's important to hear the potential threats to AAPL and actually consider them before dismissing them, unless losing half your money doesn't matter to you - in that case, on with the blind faith.
    Aug 10 01:16 AM | 3 Likes Like |Link to Comment
  • Apple: Reality Bites, So Time To Sell [View article]
    "Anyone selling AAPL before their new product launch and continued share buyback is guaranteed not to put that money to better use."

    Yeah...really? There's no better investment than AAPL? So what is this "product" that will transform AAPL into a growth machine and propels the stock past ANY OTHER stock?

    Do you really know this product is coming, or are you assuming that past performance will dictate the future?
    Aug 10 12:22 AM | 4 Likes Like |Link to Comment
  • Report: Apple board pressuring Cook over "pace of innovation" [View news story]
    AAPL doesn't have the luxury of taking the time it used to - obviously. I'd call what Samsung is doing "taking money away from AAPL, thereby leaving AAPL with lower earnings than expected."
    Aug 8 09:11 PM | 3 Likes Like |Link to Comment
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96 Comments
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