20smoney

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    • Mon Nov 17th 11:56 AM
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      Rating: 0 0
      Commented on:
      Reading Apple: iPhone Sales Slightly Off, MacBook OK
      Andy:

      I love your analysis, but your unit sales estimates look pretty high, maybe too high. Thankfully, even if we don't hit those unit sales, we're looking at fantastic earnings for quarters to come.

      I'm very long apple.


      On Nov 17 11:46 AM Andy Zaky wrote:

      > Nice rundown of Munster's estimates. Notice, that even Munster's
      > estimates are conservative. His estimates get moderately beat every
      > single quarter, and I'm personally expecting some pretty big upside
      > on the quarter. Here are my estimates published at bullishcross.com:
      >
      >
      > Unit Sales:
      > 2.8 Million Macs
      > 8 Million iPhones
      > 22 Million iPods
      >
      > Earnings Estimates:
      > $11.29 Billion in Revenue
      > $1.96 in EPS
      >
      > This is probably the most realistic outlook investors are going to
      > receive from any analyst. I'm brutally honest at a time where some
      > want me to keep my mouth shut. ;)
      >
      > I simply cannot do that.
      View article »
    • Tue Nov 11th 14:39 PM
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      Rating: +1 -1
      Commented on:
      Who Will Take GM's Place in the Dow?
      Apple would be a great Dow component.. They will outgain the majority of the market in the coming years.
      View article »
    • Mon Nov 10th 14:24 PM
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      Rating: 0 0
      Commented on:
      Will Apple's Q1 2009 Revenue Estimates Be a Blowout?
      probably the best analysis of apple's future earnings. Great job
      View article »
    • Mon Nov 10th 09:49 AM
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      Rating: 0 0
      Commented on:
      Opportunity to Sell Into China's Illusory Stimulus Package
      China is a great buy right now
      View article »
    • Thu Nov 6th 16:12 PM
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      Rating: 0 0
      Commented on:
      Apple's Next Big Content Push?
      Interesting article. Apple remains one of the best investments out there with a 3-5 year time horizon. Read more about why I think so at 20smoney.com
      View article »
    • Thu Nov 6th 16:10 PM
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      Rating: 0 0
      Commented on:
      Apple's Next Big Content Push?
      Interesting article. Apple, in my opinion, remains one of the best investments out there with a 3-5 year time horizon. Read more at 20smoney.com
      View article »
    • Fri Oct 31st 16:46 PM
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      Rating: 0 0
      Commented on:
      Chesapeake Energy Unlikely To Remain this Cheap
      LONG_ON_OIL, lots of people i'm sure.
      View article »
    • Fri Oct 31st 09:26 AM
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      Rating: 0 0
      Commented on:
      Who Will Win the Home Entertainment Battle?
      yea i agree with the comments here.

      Weak article. I'd say there have been no winners yet.

      If anybody is poised to conquer the living room with regards to convergence, Apple is really the only possible choice at this point. Apple TV needs work though, so we'll see.
      View article »
    • Sun Oct 26th 20:50 PM
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      Rating: 0 0
      Commented on:
      Amazon: High Valuation Hints at Further Downside
      I'm short Amazon... and long Apple.

      read why at 20smoney.com
      View article »
    • Fri Oct 24th 13:50 PM
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      Rating: 0 0
      Commented on:
      Apple Earnings Wrapup
      Absolutely a phenomenal buy right now. Look for my iPhone projections later today at 20smoney.com
      View article »
    • Thu Oct 23rd 11:46 AM
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      Rating: 0 0
      Commented on:
      Was the iPhone Deal Worth It for AT&T?
      Buy all the Apple shares you can under $100. You'll thank me in 3 - 5 years.

      Kevin
      20smoney.com
      View article »
    • Wed Oct 22nd 14:18 PM
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      Rating: 0 0
      Commented on:
      Why a Recession Might Be Great for Apple
      Couldn't agree more. great article.
      View article »
    • Thu Oct 16th 08:20 AM
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      Rating: 0 0
      Commented on:
      Despite What You've Heard, Apple Has Momentum - JP Morgan Analyst
      I'm long Apple... but I sold some shares at $108 because I think I can buy back more sub $100 in the coming weeks. I have a $250 price target a few years out. The convergence trend will overwhelm the weak consumer over time.

      20smoney.com
      View article »
    • Fri Oct 10th 16:13 PM
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      Rating: 0 0
      Commented on:
      Apple's iPhones: 10 Million and Counting?
      Bought Apple at $90.06.. I think it will end up being a good buy. I also shorted Amazon as a hedge and because Amazon has further multiple contraction to go in my opinion.

      Check out my other moves at 20smoney.com
      View article »
    • Tue Oct 7th 14:53 PM
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      Rating: 0 0
      Commented on:
      Steep Sell-off Makes Chinese Equities More Attractive
      Looking 10+ years out, I think China is a fantastic investment... Im buying more FXI at current levels.
      View article »