iPhone 5 Will Be a Monster Success
We’re huge fans of Apple and think the iPhone 5 will be a huge success.
AAPL
Courts Dish Out a Victory to Apple
Apple wins a landmark case and could begin to block sales of Samsung devices.
Alert: Best Idea Apple Hits All-Time High
Best idea Apple is setting another all-time price high today. We continue to expect upside to over $800 per share.
Apple’s “Miss” Creates Intriguing Opportunity
Though shares are trading down over 5%, we thought Apple’s fiscal third quarter was relatively strong. We’re big fans of the stock.
Microsoft’s ‘Surface’ is No Apple Killer, But It Will Hurt Computer OEMs
Tech-giant Microsoft announced its Windows 8 tablet, “The Surface.” We don’t expect it to kill the iPad, but we think it’s positive for Microsoft and a negative for Google and computer OEMs.
Red Box, YouTube, Netflix, Apple and the Future of Content Dissemination
We take a look at how recent changes in content distribution will affect some of the industry’s largest players. We think Apple will be among the biggest winners.
Windows 8 is the Next Battleground for Apple and Microsoft
Though we like both companies, we doubt Windows 8 will be able to steal momentum from Apple. We think the two giants can coexist, but Apple might ultimately win more personal computing dollars in the decades ahead.
Our Thesis on Apple Remains Firmly Intact
On Tuesday, Apple () reported tremendous fiscal 2012 second-quarter results. The iPad-maker’s revenue came in at $39.2 billion, while net earnings were $11.6 billion, or $12.30 per diluted share, blowing by consensus estimates (which were $10.02 per share). We are maintaining our $636 per share fair value estimate at this time and expect the firm to converge to that level in short order. Apple’s growth rates were absolutely fantastic and compare to revenue of $24.7 billion and net earnings of $6 billion, or $6.40 per diluted share, in the same period a year ago. The company’s gross margin also advanced roughly 6 percentage points from the same period a year ago, revealing significant pricing power within its supply chain. As … Read more
Apple Announces Plans to Initiate Dividend and Share Repurchase Program
<< Apple Announces Plans to Initiate Dividend and Share Repurchase Program