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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (51404)	4/24/2013 9:51:35 AM
From: tsigprofit	Read Replies (2) \| Respond to of 78476

AAPL - I disagree with you. The article pretty much summarized much of the current analysis on AAPL. We already knew margins were coming down. The increase in the dividend, and huge buyback program have made AAPL a real value stock now. There are a lot of shorts all over it right now, which is great, because it becomes an even better value if it falls more. If it goes to $ 350, that would be a 50% decline from the high (when people were forecasting $ 1000/share lol) and that would be an even better opportunity to buy it on sale.

To: Spekulatius who wrote (51404)	5/28/2014 11:01:10 AM
From: tsigprofit	Respond to of 78476

I sold my AAPL shares today at 625 after they reached my target price. This has been a very good investment for me. It may still go higher, but I bought it as a Value play. It provided a very nice dividend since I started my position in late 2012 and early 2013. I initially bought in the $ 523/share range, and then added more down to $ 402 on 4/17/2013. I had a 43% return on investment, including dividends. This had been up to 17% of my portfolio at one point, by far my largest holding, and it was time to take profits for me. When it was in the low 400s, there was a lot of speculation about it going lower, but the value was there, in cash and earnings. GLTA here. >> AAPL - amateurish article, He spents all that time explaining why the last quarter was great (which is debatable) but then writes without much commentary that revenue guidance is 10% below the current estimates and gross margins heads down even more, the combination of which is just devastating for earnings. I think we are looking at around 7$/ share but I'll let the analysts figure that out. What do you think the market cares about, beating the current quarter or future guidance? Whenever somebody says something is a table pounding buy or a "nobrainer" my answer is to let the "tablepounder" and "nobrainers" buy it. My best guess that AAPL will pop a little and then fall into the ~350$ area. Of course I could be very wrong but that is how I see it.