Having downgraded Apple in January, BMO’s Tim Long gave his estimates another whack Sunday. From a note to clients that landed in my inbox: Bottom Line:…
From a note to clients by RBC’s Amit Daryanani that landed in my inbox Sunday.
Read More Analyst: Investor negativity overdone, consensus stale
Postcard from the polders
2 years ago
2 years agoThe bubble may have burst, but tulips have maintained their intrinsic value.
Friend-of-the-blog Jeff F offers back-of-the-envelope estimates for buybacks of $100, $200 and $300 billion.
Read More If Apple spends $100 billion on a buyback, the stock does what?
Apple: No need to panic, says Mark Hibben
2 years ago
2 years agoThe media, according to one of Seeking Alpha’s better contributors, has got chipmaker TSMC’s guidance all wrong.
Nine charts, with commentary, by friend-of-the-blog Jeff F.
Read More One of these stocks is not like the others (hint: Apple)
For the second quarter in a row, Toni Bernstein has knocked the stuffing out of his Apple estimates a few days before earnings.
Read More Toni Sacconaghi: ‘iPhone weakness vs. the buyback bazooka’
Survey: Given a choice most choose Apple
2 years ago
2 years agoBig caveat: “Helping organizations succeed with Apple” is Jamf’s official slogan.
Cook has forgotten more about making deals with China than Trump ever knew.
Read More Is Tim Cook doing shuttle diplomacy between Trump and China?
Here are 3 key topics, in order of importance…
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