Apple and DirecTV Lead the Charge, by Brian Nelson, CFA
The Best Ideas portfolio (see page 8) had another strong month. For starters, portfolio holding Apple shot up significantly thanks to the announcement that it will deliver a large amount of cash to shareholders via buybacks, up its dividend, and split its stock to gain better appeal within the retail investor crowd. For us, the biggest news at Apple is yet to come (see page 4). The iPhone maker will be pulling forward the launch of the iPhone 6 to August, one month earlier than expected. Though Apple has had successful product launches in the past, we think this one will be its most successful iteration. With a larger screen the iPhone 6 will hit the sweet spot of consumer preferences, and we’re expecting the company to achieve record upgrades by its widespread user base.
In other news…
To continue reading, please click .
INSIDE THIS ISSUE
1 Apple and DirecTV Lead the Charge
2 Teva Pharma: Underpriced and Misunderstood (ticker: TEVA)
4 Apple Pulls Forward iPhone 6 Launch (ticker: AAPL)
5 Earnings from 3 Internet Giants: eBay, Facebook, and Twitter (EBAY, FB, TWTR)
8 Our Best Ideas Portfolio (see article for tickers)
10 Throwing in the Towel on Intuitive Surgical (ticker: ISRG)
11 Ford Announces $1.8 Billion Share Buyback (ticker: F)
13 The Alstom Situation (tickers: GE, SI)
15 Baidu’s Internet Presence in China is Phenomenal (ticker: BIDU)
16 Technical Analysis: It’s Not What You Think
18 The Watch List
20 Featured Reports: EBAY, GE, MU
23 Our Stock-Selection Methodology
30 How We Use the Valuentum Buying Index in the Best Ideas Newsletter Portfolio