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Apple’s “Big” MacBook Announcement
At Apple’s last earnings report, we heard of their strategy to begin lowering company wide margins to the 30% range from its traditional target in the mid-30s. The first move, and most apparent, of this new strategy was to allow AT&T the ability to cut back iPhone pricing to $199 and $299 marking a 50% [...]
read more »A challenge for readers
I don’t have the time to do the research right now, but this article on multiple compression in high flying tech stocks got me wondering. At what point during a downturn does broadline multiple compression take hold? Our economy has been teetering for almost a year now and Apple and Google and many other high [...]
read more »Investment banks not safe yet
For those thinking that maybe it’s a good time to start playing around with investment banks since their depressed pricing must mean there’s some value in there, today’s news on Merrill Lynch’s firesale of $30.6 billion in bonds for just 20 cents on the dollar along with plans of yet another equity offering has to raise alarm bells. [...]
read more »Lower Prices, Lower Margins, Better Apple?
A few posts back, I wrote about the dangers of seeing your favorite retailer slashing prices and offering sale after sale especially as the economy softens. In the ensuing week, I posted about the opportunity that I see for big box discounters and Apple, one of my favorite companies, trumpeted what seems to be a [...]
read more »Special Discount on Tradecision
Some readers of this blog may have noticed the new adverts on various portions of this site for Tradecision. I haven’t written about it yet because it’s taken some time for me to actually test the software myself and I didn’t want to write a whole post until having worked with the software for a [...]
read more »Surviving the Bear Market
For the last few years, all we’ve heard from pundits and analysts and just about anyone who has anything to say about the markets is, “Buy the dips!” Well, unfortunately, over the twelve months, that policy would not be treating you so well as we’ve seen all three major indexes fall from one low to [...]
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