MorningWord 9/11/13: And there you have it people, AAPL’s first iPhone release that is not “line worthy”, as in lines around the block on opening morning. The iPhone 5S and 5C are evolutionary and reactionary, the …
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On Tuesday Sept 10th at 1pm eastern, AAPL is holding a media event at the headquarters in California where it is widely believed they will introduce 2 fairly evolutionary iPhones running the new iOS that …
Continue readingMorningWord 8/21/13: Last week, in this space, I flagged the fact that AAPL’s June quarter miss of nearly 3 million iPad sales (on a 17.6 million estimate) might have been the “tell” for the weakening …
Continue readingMorning Word 8/12/13: All Things D reported Sunday morning, that “Apple is expected to unveil its next iPhone at a special event on Sept. 10″. While the timing of the launch event is not a huge …
Continue readingA theme that looks obvious in hindsight (as all themes do) is the outperformance of the U.S. vs. emerging markets in 2013. SPY is up almost 20% in 2013, while EEM is down more than …
Continue readingMorningWord 7/30/13: As Enis noted in his post Friday afternoon detailing his bullish AAPL trade (here vs Bearish QQQ position), it appears, for the time being, that AAPL’s stock may have reached a sort of equilibrium …
Continue readingMorningWord 7/24/13: AAPL reported their fiscal Q3 earnings last night that came in at the high end of their earnings, sales and gross margin guidance (despite being dramatically lowered back in April). The company reported …
Continue readingMorningWord 7/22/13: Last year, at this time, AAPL investors and Wall Street analysts alike were in a frenzy of what they perceived to be the perfect storm of potentially positive catalysts for the stock in …
Continue readingHere is a 5 year weekly chart of FXI: The technical case is getting weaker by the day, though if FXI is due for a bounce, it’s around the 30 level I’ve highlighted in red. …
Continue readingMorningWord 1/18/13: INTC’s Q4 report and Q1 /full year 2013 guidance issued last night was nothing short of a mixed bag for investors. For the quarter, eps was higher than expected largely as a result of …
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