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rffrydr
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 Posted: Tue Mar 06, 2012 4:43 pm Post subject: |
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....lookie what CNBC decided to close with, writ large and on top:
http://www.cnbc.com/id/46641431
That Barron's cover worked out about right--seems like you're usually good for a few weeks on these...just long enough to put out of mind.
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rffrydr
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| Posted: Tue Mar 06, 2012 2:53 pm Post subject: |
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Party line is 10Xe=$550 + $100 cash= $650. Today's selloff is a gift going into tomorrow's world-wide blog event.
Certainly is, selling a smattering of ATM June call spreads on close. 
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rffrydr
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| Posted: Mon Mar 05, 2012 7:26 pm Post subject: |
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No divergences here:
http://stockcharts.com/h-sc/ui?s=AAPL&p=D&b=5&g=0&id=p57448433301
But isn't that just what you'd expect.
Modest Proposal: double-top--the Apple way. China is spark today but suppose this was one of the nifty five for 2011--And perhaps the only non-div buyback "safe move." With an expanding economy at home that money can be put to (if not better) other uses.
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rffrydr
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HenryTo
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rffrydr
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| Posted: Sat Jan 28, 2012 8:55 am Post subject: |
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They just lost the chinese investors, closed at $444. 
And speaking of, getting some pushback in press: NY Times running a disparaging series on "The Apple Economy." And TALife just did a brutal piece on FoxConn, "Hand Made"--by thousands of tiny little fingers:
http://www.thisamericanlife.org/radio-archives/episode/454/mr-daisey-and-the-apple-factory
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HenryTo
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rffrydr
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| Posted: Tue Jan 24, 2012 7:34 pm Post subject: |
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$100B in cash....they're gonna be screaming (louder this time) for cash back. And they won't get it. The dividend, when it comes, will be a la Microsoft, out of weakness.
This was the Boy Wonder's swan song. "Breathtaking" said, Cook. Throw in an extra week for counting and...I don't think this quarter gets repeated til next xmas with 4G5. Still got plenty of multiple there to work with however.
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rffrydr
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| Posted: Mon Jan 23, 2012 9:11 am Post subject: |
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Little giant killer strikes again. Why even bother to post these under their company call letters? This is the place where we can pay our repects a.k.a. the graveyard:
Shocked at RIMM Selloff
By Sham Gad | Jan 23, 2012 | 9:51 AM EST
| Quote: | I'm a little surprised that Research in Motion shares are down 6% on news
of the CEO reshuffle. It seemed to me that many shareholders were angling
for this type of change. Given that the Co-CEOs are large shareholders who
did not want to step down, they are clearly incentivized to do what is best
for the stock price. I've heard bad reports about the new Blackberry and
its likely RIMM will have to seriously consider strategic alternatives now.
May this new CEO change is the catalyst that makes that happen. |
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HenryTo
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rffrydr
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| Posted: Thu Dec 29, 2011 11:06 am Post subject: |
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It's not a "moat" it's a cloud--everywhere and nowhere. And for that reason cannot be a "trap." Morningstar says it a few paragraphs down...but then seems to ignore themselves and keep with the biz-school's favorite "moat" metaphor. This alone underscores just how special Apple is.
"Brand loyalty is largely dead, forcing hardware manufacturers to compete on features and price each product cycle. This makes it difficult to sustain a leadership position."....Hardly. Indeed there is no longer much a barrier to more apps and "better" hardware. It is exactly the brand loyalty that propels here. The once throwaway "app" (so lowly that Jobs would let just anybody do one) is now the cement that holds it all together). Indeed it makes the product invulnerable (who would want even a perfect clone (as if the chinese could do that) when it's the apps, the gateway to the network and all the rest existing in "the cloud". If we are everywhere, and nowhere...we are our gateway--our phone. Ergo not only do you have the emerging market voracious appetite for differentiation, (talk about good timing here for Apple) you push the weight of that "brand" on everyone--everywhere!
Yes there is Android: it's behind, it's a tangle of anchors on a current phone's processor because the apps aren't vetted; and it's free, so The Goog only wins indirectly! Apple will score here for a long long time.
"Brand loyalty is largely dead, forcing hardware manufacturers to compete on features and price each product cycle. This makes it difficult to sustain a leadership position." --Indeed, there currently is no "moat" at all. There's the superior Samsung phones, the array of Android, the antagonism of Apple/Microsoft face. And I doubt iTunes will ever do any better than right now. I've long since left iTunes for the old record industry's rebirth as Spotify/lastFM and TuneIn. And a more general exhaustion with oneself is leading back to radio in the form of various streamers. But the Apple buyers remain.
For the last holdout, the over50 crowd,the iPad has just conquered. Apple was the Beatles label after all. And, in the other direction, Media left for dead has also determined it will be its savior. They will make a god out of it. Already, you can stream your cable to your iPad and watch other places in the home.
Right now Apple is a luxury none of us can afford NOT to have. We've come along way since the Newton. In terms of hardware, nowhere at all. Comparing Apple to Motorola (thin), HP (DOA), Crackberry (biz) is a non-starter.
Though I'd never buy the world's most valuable company Apple right now is the bull's best friend. It's the halo stock that still finds a retail bid. And as long as Apple is delivering equities cannot "die." Imagine if they declared a annual "special dividend" at say 3%?!
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HenryTo
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rffrydr
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rffrydr
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| Posted: Tue Nov 22, 2011 7:42 pm Post subject: |
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Job's heirs said to sell all....taxes will never be more forgiving. Something to do with the latest weakness.
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