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

To: tsigprofit who wrote (51407)	4/24/2013 10:14:12 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78476

Re AAPL - the analyst reports that I had seen modeled AAPL's margin to bounce back to 40%. The decline in AAPL forecast was jot build in the models i have seen (only sell side from CS and such). Now we are looking at roughly 7$ next quarter. After that, the 5s launch should support higher revenues but how much more? I have no idea. While I agree that AAPL is cheap based on current earnings, current earnings are not what matters (future earnings are) and I have no clue what they are going to look like, except that trends have been distinctively down, in particular with respect to gross margin. It's all said before here and in other place, we take our chances and place out bet's as we see fit. My bias would be to buy puts, if it bounced hard and bet on a botched 5s launch in couple of month.if I got more to say (probably not), i'll take this to the AAPL board. FWIW, I highly recommend to watch XOFruitcake's posts regarding AAPL. He posts here and on InvestorVillage.

To: tsigprofit who wrote (51407)	8/13/2013 5:05:13 PM
From: tsigprofit	Read Replies (1) \| Respond to of 78476

AAPL - $ 489 + 22 today after Carl Icahn says he has invested in Apple, and that it is very undervalued. They were talking on Bloomberg about an eventual move over $ 600 again. In the meantime, we have this nice 2.5% dividend, buybacks, and the company is generating about $ 60 billion Free Cash Flow per year. It has a P/E of around 12 currently with this move up. I've been adding through the year to my position, including down below $ 400. This is my largest stock position, Long AAPL. Here's the Carl Icahn Bloomberg article, concerning his Twitter post today, and other comments: http://www.bloomberg.com/news/2013-08-13/carl-icahn-discloses-large-stake-in-apple-in-tweet.html