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lordmorgul

lordmorgul
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  • My Definitive 17 Cardinal Rules For Investing Success [View article]
    Every stock that has moved a thousand percent while having a high PE ratio was a speculative play not an investment. There is the main point being made... one has to do one or the other, you cannot invest (low/moderate PE) and speculate (high PE) with the same money, but you could speculate and hedge together (and you do that with a high PE stock).
    Feb 4, 2013. 02:08 AM | Likes Like |Link to Comment
  • Apple (AAPL -0.6%) sell-side roundup: 1) CES sources tell Topeka's Brian White a 2nd-gen iPad Mini will be launched in March, along with the expected 5th-gen iPad. 2) Barclays' Ben Reitzes calls new corporate controller Luca Maestri a "champion of shareholder return." Maestri's new boss has already shown an interest in that subject. 3) CLSA and Canaccord become the latest to slash estimates while reiterating bullish stances. Canaccord says checks indicate the iPhone 4 remains popular, something it thinks drives home the value of a cheaper iPhone. [View news story]
    You can wait forever to get a new product and languish without anything in your hands... or buy one and understand it is not going to be the best forever. Get used to the 20th century. A modern electronic device is a short lived product that represents just a snapshot in the technological timeline... something new will always be better in an information age.
    Jan 11, 2013. 08:05 PM | 9 Likes Like |Link to Comment
  • "Despite the popularity of cheap smartphones, this will never be the future of Apple’s (AAPL -0.1%) products," says SVP Phil Schiller in an interview with a Chinese paper. He adds that in "every product that Apple creates, we consider using only the best technology available." The remarks throw cold water on reports of a cheaper iPhone featuring less costly materials, and particularly on a Bloomberg report that Apple is considering retail prices of just $99-$149 for the device. Update: The interview's text has been significantly revised[View news story]
    Apple doesn't leave out SD cards and Optical Drives and add brand new interfaces such as IEEE1394 just to annoy people... they push trends forward looking to when SD cards and Optical Drives are pointless since all your data is flowing from a cloud anyway. You might disagree on whether you want it there... but its not because they are cheap and behind technologically... Most PCs still had optional 3.5" disk drives at the time Apple decided it was time to abandon the CD.
    Jan 10, 2013. 11:21 PM | Likes Like |Link to Comment
  • While Phil Schiller cooled off speculation about a dirt-cheap iPhone arriving, some of Apple's (AAPL +1.2%) biggest sell-side supporters circled the wagons today. Gene Munster, while lowering his PT to $875 from $900, estimates Apple will take 50% of a market for $400+ phones he pegs at 320M units in 2013. Topeka's Brian White notes Tim Cook's remarks about China Mobile (CHL) are similar in tone to ones made about China Telecom before an iPhone deal was reached. Baird's Will Power: "...all of our checks suggest that demand remains very good." [View news story]
    Saying Android is based on linux is no more accurate than saying IOS is based on BSD... they are both derivative works using a POSIX standard operating system and are very highly modified from their roots. That said, Linux *can be* secure, but it can also be made to be very insecure; Android is no different in that regard, and Google has erred on the less secure end for openness and flexibility with many hardware vendors. There is a price to be paid for that.
    Jan 10, 2013. 11:15 PM | 1 Like Like |Link to Comment
  • Taking A Longer Look At Apple's Secret Hedge Fund [View article]
    Why, they are highly volatile. Not really the stuff for which a large hedge is effective...
    Jan 7, 2013. 11:58 PM | Likes Like |Link to Comment
  • Taking A Longer Look At Apple's Secret Hedge Fund [View article]
    Anyone with money to invest can afford to buy into Apple... if you can't buy a single share you should keep that $550 as emergency fund. The argument for having a cheaper stock price is mostly to support options traders buying in with less capital... which is undoubtedly bad for the stock volatility. I have 12 shares of Apple in my fledgling 401k self managed account... which has grown by several shares every few months. The share price is not significant barrier to entry.. only to manipulation.
    Jan 7, 2013. 11:55 PM | 2 Likes Like |Link to Comment
  • Advanced Micro Devices 10% Yield [View article]
    Choosing AMD could very well have more to do with supporting and maintaining the industrial base than any supposed technical advantage they might have had. I think either company could build 'the worlds fastest computer' if you give them enough money... its a matter of scale, more money will buy you more scale.
    Jan 7, 2013. 11:38 PM | 1 Like Like |Link to Comment
  • Apple Needs Product Diversification [View article]
    Having 3 models is a terrible way to deal with margin compression... it requires producing 3 different models which is drastically lowering your production quantity and increasing your overhead costs on each model. This causes further decrease in margin.
    Jan 6, 2013. 06:41 PM | Likes Like |Link to Comment
  • Major Cannibalization Concerns At Apple [View article]
    Pure Nonsense. Not every phone fits every person. People do try the S3 and decide not to buy it, or even buy it and decide to sell it to someone and go back to Apple... I personally know 2 such cases. It happens. You live with a phone, not just analyze its features. Its a personal and emotional decision as well.
    Oct 26, 2012. 01:27 PM | 4 Likes Like |Link to Comment
  • More on Apple: It looks as if the iPad Mini, premium pricing and all, is off to a decent start: the white model sold out hours after pre-orders commenced, and shipping times now stand at 2 weeks. The black model is still available. Digitimes recently claimed the Mini's relatively high pricing was due to low yields for its cutting-edge GF2 touchscreen tech (previous). If that rumor is accurate (a big if), it could mean a price cut will arrive once yields improve and costs fall. [View news story]
    If the yield on the screens are improved then Apple will take more profit margin. The price will drop when a new model comes out (as always), not before.
    Oct 26, 2012. 01:19 PM | Likes Like |Link to Comment
  • Apple: Tim Cook Failed, But Learned From It [View article]
    No tablet will fully eliminate the need for a laptop for a good number of years still... because not every interfacing product around is wireless. Anything without multiple connector capability, optical drives, and a physical keyboard which can be used much faster than a screen. Sure, a separate bluetooth keyboard works, but it is not as convenient as a laptop for getting work done.
    Oct 26, 2012. 12:42 PM | 1 Like Like |Link to Comment
  • Apple: Tim Cook Failed, But Learned From It [View article]
    'Microsoft fans' will be a no change since they would have still been using tablet PCs (you remember those reversible laptop screens?)... and not iPad or Android users anyway. Android users who just happen to still use Microsoft PCs or laptops will still keep their Android devices... never underestimate the lock-in value of two things... user interface familiarity... and app ecosystem. I see fail written all over surface, but lots of corporations will eventually move to Windows 8 which will also being along more and more home users... expect that about a year and a half after Windows 8 release. I'm still using an XP system at work with promises to have Windows 7 'soon' haha.
    Oct 26, 2012. 12:38 PM | 1 Like Like |Link to Comment
  • Apple's Foreign Cash Hoard [View article]
    And does it occur to you that they may be seeing the other side of the coin by using their international cash to do so at a tax advantage?
    Oct 13, 2012. 01:17 PM | Likes Like |Link to Comment
  • Apple's Flawed iPhone 5 Design And Its Effect On Stock Performance [View article]
    Because a display model is sold as refurbished at lower price... why would they sell those and replace them on the display?
    Oct 9, 2012. 01:24 AM | 1 Like Like |Link to Comment
  • Solar Slides In October, According To History [View article]
    I think it was interesting at least to know that an October slide is not an impending doom indicator but is likely a consistent and predictable move. Does it prove solar stocks won't slide more in November? No, but it helps make the hold decision.
    Oct 7, 2012. 12:26 AM | Likes Like |Link to Comment
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