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When to Sell
I would sell AAPL when hateful articles are no longer written. When the consensus that Apple is dominant is overwhelming then sell. When computing has de-facto shifted to mobile, then sell. When there are no more iKiller…
Tag
Financials
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Yahoo Finance “Key Statistics” Are Wrong
Deagol, one of the most accurate forecasters of Apple’s financial performance rages against the failure of mainstream databases to correctly report financial data. Having witnessed incompetent analysis and lapses of…
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The Effect of Restatement of iPhone Subscription Income on Apple’s P/E Ratio
Apple trading below 20 P/E (18.9 today vs. 33 pre-re-statement) It had dropped to 11 in early 2009.
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Oppenheimer on Quattro
When asked about the company’s recent acquisitions of Quattro and Lala after yesterday’s earnings report, Apple’s chief financial officer Peter Openheimer answered, “In terms of Quattro and Lala we acquired Quattro…
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Cash is King
40 billion at end of 2009 shows acceleration over 2008. In 2008 Apple added $9.7B in cash while in 2009 it added $11.7B. Apple still has no debt. I consider it safe to assume that at least $10 billion will be added…
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Incumbent Profits in Mobile Phones
In 5 years, Incumbent profits from the mobile phone industry went from 100% share to 39% share. If this is not indicative of a successful (i.e. disruptive) entry, I don’t know what is.