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New York Community Bancorp Inc. Message Board

sa1212 7 posts  |  Last Activity: Jan 7, 2016 4:54 PM Member since: Feb 17, 1999
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  • Reply to

    Qorvo and Cirrus Logic warn

    by antiamzn Jan 7, 2016 4:39 PM
    sa1212 sa1212 Jan 7, 2016 4:54 PM Flag

    Seems like those misses are smallish too. I don't know why such a huge reaction at the end of the session and after hours.

    Sentiment: Buy

  • Reply to

    Supply chain is complex

    by antiamzn Jan 5, 2016 1:34 PM
    sa1212 sa1212 Jan 5, 2016 1:47 PM Flag

    All indication is Apple will announce a great quarter. New products Apple Watch and 4" iPhone might be announced soon as well. Even if March quarter is down (and this is a big if) , it is not a big deal, previous March quarter was just too good to be followed up so quickly. It looks like WS is penalizing Apple for its success.

    Sentiment: Buy

  • Reply to

    Apple to prosper in 2016-2036

    by sa1212 Dec 25, 2015 3:32 PM
    sa1212 sa1212 Dec 25, 2015 5:55 PM Flag

    Why should management say anything other than continue reporting great earnings?

    Sentiment: Strong Buy

  • What bugs me about rhetoric in the press is how Apple is presented:
    iPhone sales are falling,
    Apple Watch is a disappointment,
    iPad is fading, etc.

    Everything Apple does somehow finds negative spin. Forget investors, this nonsense slowly finds its way to the heart of the consumers. People tell me all the time "haven't you heard - iPhone doesn't sell anymore, or, looking at my Apple Watch -- oh Apple didn't sell any of these, you're probably the only one".

    Shouldn't press report facts? (I know they never do, but it is still annoying nonetheless).

    FACTS:
    Apple increases sales every year by a huge percentage.
    Apple is doing so while keeping their margins very high.
    Apple is increasing their service revenue even faster and the margins there are even better.
    Apple generates huge amount of cash and that amount increases every year.
    Apple returns cash to shareholders in a very efficient manner.
    Apple borrows money (that it doesn't need) using their super high credit rating and uses this money efficiently, thus generating extra return on top of their business.
    Apple always comes up with things that no analysts ever foresee and proves the negative ones wrong every time.

    Sentiment: Strong Buy

  • Reply to

    Top 10 reasons why Apple deserves higher P/E

    by sa1212 Aug 5, 2015 2:40 PM
    sa1212 sa1212 Aug 5, 2015 5:35 PM Flag

    First of all Netflix was not for sale and hostile takeovers are just that -- hostile.
    Also you missed one important point -- Apple cannot buy anything that is going to impact their margin. Netflix is not making enough money. Maybe they will in a distant future, and this is why people buy their stock. The fact that speculation drew its share high is irrelevant -- their business and profit certainly didn't grow proportionally. This is also why BMW would be a bad buy.

    Sentiment: Strong Buy

  • Reply to

    Top 10 reasons why Apple deserves higher P/E

    by sa1212 Aug 5, 2015 2:40 PM
    sa1212 sa1212 Aug 5, 2015 3:13 PM Flag

    Really? What else could possibly drive growth more, if not those items that I listed?
    Even huge cash position can drive growth -- they can buy BMW, if they wanted, instead of leasing their tech, for example. Of course BMW profit margins suck -- so Apple wouldn't want them -- but this is just an example.

    Sentiment: Strong Buy

  • 1. Strongest brand
    2. Undisputed leader in mobile and PC hardware
    3. Nice enough OSes that are different enough to lock users in
    4. Insane amount of apps (some are poorly ported or not ported at all to Android)
    5. Huge cash position
    6. Management is extremely strong
    7. Solid tech talent (especially in hardware)
    8. Marketing is strong and classy
    9. Highest imaginable margins that don't seem to decrease
    10. New products and services are introduced all the time, but focused on high margin

    Sentiment: Strong Buy

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