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Technology Stocks : Apple Tankwatch -- Ignore unavailable to you. Want to Upgrade?


To: i-node who wrote (19115)4/20/2012 3:50:42 PM
From: sylvester80  Respond to of 32680
 
Apple Inc. - Why it Could be a Fantastic Short
04/20/2012 13:51
valuewalk.com
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7) If you believe the market is headed for negative returns over the next six months, shorting Apple may be a good way to play this market. Why?

Institutional cash positions are currently thin and margin debt is relatively high. What happens with a faltering market? Investors will sell liquid positions that have been winners; there is no better example than Apple.

With recessions in Europe and the US along with slow Asian growth, look for a declining consumer appetite for discretionary toys. And as foreclosures rise gain post the Robo-signing settlement, millions will again have shelter expenses.

Yes, even Apple is subject to the laws of economics.

Was Apple’s dividend and share buyback announcement really that bullish? Yes, that’s a rhetorical question.

Usually when a growth company begins paying dividends, it means its no longer a growth company.

Apple may be different with their mountain of cash but if you want to conquer the world, you have to have a big war chest.

And if you intend to grow at a fast rate in a rapidly changing world, you may think you don’t need all the cash. You want to to appease your shareholders, even if they do hold the hottest stock in the world.

Why not issue a special dividend rather than commit to CFF OUTFLOWS IN PERPETUITY.

9) Apple is–and will continue to be– in direct competition with its suppliers. Don’t you think that will eventually cause problems?

10) And at the end of the day, you just have to say “bullsh**!” Apple’s market cap is now greater than the entire retail sector.