Category Archives: Apple

Apple Data Summary

Here’s the data summary from Apple’s earnings release click table to enlarge (click here if table is not observable)

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What Bubble?

Take a look at the relative growth of Qualcomm‘s market cap, revenues, and earnings since 2005 as presented at the company’s annual meeting last month.    No bubble in the stock price here. The big question is:  has the massive … Continue reading

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Is Apple About To Reinvent Itself?

Back in January 2011 we posted the following about Apple: It’s our sense that in five years Apple may well have reinvented itself into a mobile medical company, where an iPhone/iPad-type device becomes a medical clinic in, say,  a rural … Continue reading

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Apple’s Jony Ive on Charlie Rose

Good discussion with Apple’s “Creator in Chief.” Click here for interview (click here if pictures are not observable)

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Apple’s Q4 Sales By Product and Area

Click on table to enlarge and for better resolution (click here if table is not observable)

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Apple Breaks Out

Nice to see one of our old faves trading better.  We sense Apple may become a “laggard of choice” as institutional investors look for ways to play catch up in their performance. (click here if chart is not observable)

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Ouch!

Wow!   Here’s a new definition of China Mobile. The pain we took yesterday in Apple was enough to cut the position.  Lucky us.  Not! (click here if video is not available)

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Apple’s Revenues

Just released.   Nice to finally see a rally after an earnings release though the revenue guide down was horrendous. Apple is providing the following guidance for its fiscal 2013 third quarter: revenue between $33.5 billion and $35.5 billion gross margin … Continue reading

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Smartphones and Streaming Music

Is Apple prepping a streaming music service? Nobody outside Cupertino knows. Here’s strong evidence why it should. – Fortune Interesting Fortune piece on smartphones and streaming music speculating on Apple’s entrance into the space. FORTUNE — There’s no doubt that … Continue reading

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U.S. Equity Sector ETF – Daily Performance

Choppy Markets. The mess in Europe makes it difficult to be long equities.  Italian and Spanish bond spreads are 30-40 bps wider to the Bund on the week.  Large Euro banks down 5-1o percent. Apple breaks through its 50-day and … Continue reading

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