awcabot

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    • Thu Oct 23rd 07:10 AM | Rating: 0 0
      Commented on:
      Apple's Surprising Jump After Bleak Guidance
      Apple actually guided $7.8B(*) and delivered $7.9B, so it beat it's own guidance.

      However I would like to know why the author thinks that 15x trailing earnings is a good price, when presumably he bought it at $118 in February, when it had a considerably higher P/E. Why was the high P/E ok then but not now? Are Apple's EpS growth prospects so reduced that at P/E of 15 is high? Is the author considering GAAP or non-GAAP earnings?

      I personally think that Apple at worst will deliver no low growth (10%) for the next couple of quarters, and when this economic malaise subsides, we will find Apple growing a fourth leg to it's business model, in something we can not yet imagine.

      * www.apple.com/pr/libra...
      View article »
    • Mon Oct 20th 15:17 PM | Rating: 0 0
      Commented on:
      Apple Valuations: Still at Risk
      No original analysis, merely a rehashing of Mr. Abramsky's work.

      Mr. Abramsky doesn't count in Apple's strong fundamentals it's $21B cash reserve, and no debt. He believes that the only challenges to Apple are declining gross margins and loss of momentum, when he ignores potential competitors (they are getting good), and trouble with content providers.

      Mr. Abramsky doesn't know how to analyze, FP desk is merely copying his work without paying him a royalty fee, and SeekingAlpha keeps on disappointing.
      View article »
    • Thu Oct 16th 06:06 AM | Rating: 0 0
      Commented on:
      How Low Will Apple Go?
      The author assumes that Apple's P/E will approach that of the S&P 500 average, but gives no reason why. Since common sense, also known as fundamental analysis, has been thrown out of the window since August; I wonder why it should return now.

      It is well known that Apple's FCF, balance sheet, income statement, and it CEO's blood pressure are solid; and that the current price is unjustified. I would prefer some more detailed technical analysis as to where AAPL is now and where it may go.
      View article »
    • Mon Sep 22nd 17:29 PM | Rating: 0 0
      Commented on:
      Morgan Cuts Targets on Host of Tech Hardware Stocks
      Savitz, I wouldn't get my panties in a twist over this...the dollar has already lost a good portion of it's recent rise.
      View article »
    • Mon Sep 15th 11:28 AM | Rating: 0 0
      Commented on:
      Apple as a Target
      Almost two years ago Apple's CEO wrote an open letter to the music industry urging them to abandon DRM, since licensing FairPlay is too risky. See: www.apple.com/hotnews/.../.
      Therefore Mr. Maney' idea of targeting Apple seems a bit out of place.
      View article »
    • Mon Sep 15th 05:23 AM | Rating: 0 0
      Commented on:
      Time For Growth Stocks Like Apple and Google?
      In July Apple earned $1.19 vs the expected $1.08 beating by 10%.
      In July Google earned $4.63 vs the expected $4.74, missing by 2%.
      All indicators point that Apple will have another growth quarter, at least in revenues. I would expect the company to keep on growing in the short and long term, even though the stock price may stagnate until optimism returns to the market.
      View article »
    • Tue Jul 22nd 08:28 AM | Rating: 0 0
      Commented on:
      Steve Jobs' Health: A Red Herring
      There is some truth in Apple's guidance. Apple has consistently been very conservative in EPS, by 30% in the last four quarters. But it has been more honest in revenue guidance, by being about 7% too conservative.

      Consider the revenue guidance as realistic and then calculate an EPS. You will be surprised.
      View article »
    • Wed Jun 11th 04:27 AM | Rating: 0 0
      Commented on:
      Chinese Consumers Cite Pricing as Concern for Apple's iPhone
      Pearl is trying to sell it's research - such promotional posting, or advertising, should not be allowed on SeekingAlpha.com
      View article »
    • Wed Jun 11th 04:27 AM | Rating: 0 0
      Commented on:
      Chinese Consumers Cite Pricing as Concern for Apple's iPhone
      Pearl is trying to sell it's research - such promotional posting, or advertising, should not be allowed on SeekingAlpha.com
      View article »
    • Wed Jun 4th 03:56 AM | Rating: 0 0
      Commented on:
      What Classifies Web Video as HD Quality?
      What does the definition of HD video have to do with alpha portfolio management is beyond me.

      SeekingAlpha.com should edit articles more closely and ensure that the topic stays on financial analysis and portfolio management, not some ramblings on this or that.
      View article »
    • Wed Apr 23rd 07:19 AM | Rating: 0 0
      Commented on:
      Options Market Indicating Another Apple Disappointment?
      I wouldn't put too much faith on Max-Pain until close to expiration, and even then it can be simply blown away by momentum, just like it was last Friday, where the balance between calls and puts was at $145 (if I remember correctly)
      View article »
    • Tue Mar 11th 12:13 PM | Rating: 0 0
      Commented on:
      Spitzer: Self-Destruction
      Why do people care whether he paid to have sex? The only person who should be involved is his wife, other than that, it is not our business what he does during his free-time.
      Acres of explaining why Spitzer should go does nothing to explain why it is OK for Bush to sit in the White House after gross incompetence.
      View article »
    • Tue Mar 11th 11:31 AM | Rating: 0 0
      Commented on:
      Spitzer's Legacy on Wall Street
      If the American public does not get entranced by another sec scandal while their country is going to hell in a hand-basket,
      View article »
    • Fri Mar 7th 06:33 AM | Rating: 0 0
      Commented on:
      Apple's iPhone SDK: This is Brand New Big Sh*t, But
      "And where are the social hooks? Can you establish social networks and build a social graph via the iPhone SDK? If not, why? If so, where is that outlined? I read over a dozen posts on the iPhone SDK and I didn't see the world social in any of them. The phone is the most personal (and therefore social) device in the world. There's got to be social hooks in something like this."

      Facebook, myspace and other social networking sites are applications (developed with an SDK of some sorts) that are running on a server. If you want to build a social network and build graphs on your iPhone, wait till someone develops that application or better yet, do it yourself.

      Be more concerned with the costs and revenues of the App store, developer reaction to the SDK, and competitors comments. Don't worry to much about building social networks on your iPhone: I prefer friends.
      View article »
    • Tue Feb 5th 14:20 PM | Rating: 0 0
      Commented on:
      Apple Adds Option for More Memory to iPhone, iPod Touch
      The price increase is a Sign of good sales for current iPhone models.
      If sales were poor, Apple would have introduced the 16GB iPhone at the 8GB price and reduced the price of the 8GB to something like $299, or even dropped the 8Gb from the product line.
      View article »
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