tag:blogger.com,1999:blog-8949322116273441680.comments2024-02-22T00:41:02.797-08:00Posts At EventideRobert Paul Leitaohttp://www.blogger.com/profile/11879679443588605991noreply@blogger.comBlogger312125tag:blogger.com,1999:blog-8949322116273441680.post-29392520814833200732011-08-13T12:07:53.325-07:002011-08-13T12:07:53.325-07:00Due to the frenetic pace of revenue growth Apple&#...Due to the frenetic pace of revenue growth Apple's increasing R&D expenditures are masked when viewed as a percentage of revenue. However, R&D expenditures continue to rise in support of Apple's expanding product lines and expanding retail store presence.Robert Paul Leitaohttps://www.blogger.com/profile/11879679443588605991noreply@blogger.comtag:blogger.com,1999:blog-8949322116273441680.post-9870270037470388692011-08-08T17:47:17.980-07:002011-08-08T17:47:17.980-07:00From my reading of the chart comparing EPS growth ...From my reading of the chart comparing EPS growth to share price growth, the primary divergence occurred between February 1 and May 1 of this year, but EPS/Share Price have tracked weirdly parallel since, each improving 12 basis points from May to August, separated by 48 basis points in both periods. Is this a quirk of numbers? That they both improved by 12 basis points, maintaining the 48 basis Prazannoreply@blogger.comtag:blogger.com,1999:blog-8949322116273441680.post-51965161112393997692011-08-07T16:23:59.750-07:002011-08-07T16:23:59.750-07:00Good post, Robert. Each chart makes an important ...Good post, Robert. Each chart makes an important point.<br /><br />-capa<br /><br /><br />(Typo in 2nd sentence.)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8949322116273441680.post-67066876812488802432011-08-07T15:59:08.196-07:002011-08-07T15:59:08.196-07:00Well done, Robert. Simple charts and tables tell i...Well done, Robert. Simple charts and tables tell it best.Romannoreply@blogger.comtag:blogger.com,1999:blog-8949322116273441680.post-54484986936573846282011-08-02T22:15:56.805-07:002011-08-02T22:15:56.805-07:00Fantastic analysis. This clearly explains why Appl...Fantastic analysis. This clearly explains why Apple's profits are increasing faster than the superb revenues. <br /><br />The increased R&D in 2011 shows that Apple is going for something big in the coming years.Suhit Anantulahttps://www.blogger.com/profile/02018640396863387150noreply@blogger.comtag:blogger.com,1999:blog-8949322116273441680.post-49130917938283415332011-07-27T21:31:59.598-07:002011-07-27T21:31:59.598-07:00Lloyd:
I haven't not written an article on th...Lloyd:<br /><br />I haven't not written an article on the topic. In my view Apple has a strong and competent executive team in place which allows Mr. Jobs to choose his level of involvement while working through the issues surrounding his health.Robert Paul Leitaohttps://www.blogger.com/profile/11879679443588605991noreply@blogger.comtag:blogger.com,1999:blog-8949322116273441680.post-31915018585790270212011-07-27T21:21:34.379-07:002011-07-27T21:21:34.379-07:00Ted:
I agree buying back just enough shares to of...Ted:<br /><br />I agree buying back just enough shares to offset "share creep" would be an appropriate use of a relatively small amount of the company's cash.Robert Paul Leitaohttps://www.blogger.com/profile/11879679443588605991noreply@blogger.comtag:blogger.com,1999:blog-8949322116273441680.post-50789967308459931372011-07-27T21:17:50.267-07:002011-07-27T21:17:50.267-07:00Rich:
I currently expect $590 per share by May of...Rich:<br /><br />I currently expect $590 per share by May of 2012.Robert Paul Leitaohttps://www.blogger.com/profile/11879679443588605991noreply@blogger.comtag:blogger.com,1999:blog-8949322116273441680.post-46918516007335313852011-07-27T00:22:27.920-07:002011-07-27T00:22:27.920-07:00A few months late, but hey, it got there and with ...A few months late, but hey, it got there and with a pe of only 16!RichBhttps://www.blogger.com/profile/11888829068302301699noreply@blogger.comtag:blogger.com,1999:blog-8949322116273441680.post-70803722961718286352011-07-26T05:37:14.919-07:002011-07-26T05:37:14.919-07:00I will do so today! Thanks for the nudge!I will do so today! Thanks for the nudge!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8949322116273441680.post-27858549868616946592011-07-24T00:48:51.303-07:002011-07-24T00:48:51.303-07:00Why doesnt AAPL drop a few pennies to buy back the...Why doesnt AAPL drop a few pennies to buy back the same number of shares they issue for stock based comp? I don't like how big buybacks distort eps the other way, but to offset share creep would keep comparisons perfect.Ted Cranmorenoreply@blogger.comtag:blogger.com,1999:blog-8949322116273441680.post-41599794622471453202011-07-20T10:52:31.210-07:002011-07-20T10:52:31.210-07:00This comment has been hidden from the blog.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8949322116273441680.post-6655762624470262122011-07-20T09:03:12.454-07:002011-07-20T09:03:12.454-07:00Robert, would u write or hv u written an article o...Robert, would u write or hv u written an article on Impact of Steve Jobs' health on Apple?Lloydnoreply@blogger.comtag:blogger.com,1999:blog-8949322116273441680.post-41061238939752329012011-07-19T14:51:38.474-07:002011-07-19T14:51:38.474-07:00We all blew it!
And I couldn't be happier!We all blew it!<br /><br />And I couldn't be happier!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8949322116273441680.post-73927624463050811862011-07-08T09:09:54.897-07:002011-07-08T09:09:54.897-07:00Good info and great graphics!Good info and great graphics!macnursenoreply@blogger.comtag:blogger.com,1999:blog-8949322116273441680.post-74377556617558005942011-07-05T23:37:11.107-07:002011-07-05T23:37:11.107-07:00Anonymous:
Thank you for responding to Balanced V...Anonymous:<br /><br />Thank you for responding to Balanced View's information request. I encourage you to join the AFB and participate in the daily discussions.Robert Paul Leitaohttps://www.blogger.com/profile/11879679443588605991noreply@blogger.comtag:blogger.com,1999:blog-8949322116273441680.post-26648215646595877802011-07-05T10:43:52.996-07:002011-07-05T10:43:52.996-07:00This is a link from the previous qtr for good meas...This is a link from the previous qtr for good measure. :) http://tech.fortune.cnn.com/2011/01/19/apples-blow-out-quarter-the-bloggers-called-it-the-street-blew-it-2/Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8949322116273441680.post-81421863174977314272011-07-05T10:34:37.443-07:002011-07-05T10:34:37.443-07:00Hello. I am a long time "lurker" followi...Hello. I am a long time "lurker" following the AFB and making some of my own estimates, though I haven't posted on AFB I can help answer part of your questions. Here is a link comparing some of these "amateur" analysts to the pros. They rock! Also included in the resource guide of this blog you can go back and search estimates from previous quarters.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8949322116273441680.post-8970299280624093082011-07-05T08:25:47.098-07:002011-07-05T08:25:47.098-07:00Help - Questions: In the area of Finance and marke...Help - Questions: In the area of Finance and marketing, what is the highest degree achieved for each of the AFB members? Most importantly, which have obtained their CFA? The purpose being to develop a confidence level for this group in aggregate and individuals in particular. As your timing precedes the actual earnings calls.. this may be quite valuable. I have not seen any previous predictions Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8949322116273441680.post-32792978427914272512011-07-04T17:05:53.723-07:002011-07-04T17:05:53.723-07:00Nicu:
I understand and appreciate your point. But...Nicu:<br /><br />I understand and appreciate your point. But the 5-year expected growth measure is widely published and allows for a consistent measure that can be easily checked. <br /><br />The very low FY 2012 eps estimates for Apple from the Wall Street analysts are rather astonishing considering the actual growth rates realized over the past few fiscal years and following the elimination of Robert Paul Leitaohttps://www.blogger.com/profile/11879679443588605991noreply@blogger.comtag:blogger.com,1999:blog-8949322116273441680.post-63395305893296683952011-07-04T16:54:04.554-07:002011-07-04T16:54:04.554-07:00You mean by the clueless analysts ... it has absol...You mean by the clueless analysts ... it has absolutely no value !Nicuhttps://www.blogger.com/profile/16829714201866642453noreply@blogger.comtag:blogger.com,1999:blog-8949322116273441680.post-31217656217036057712011-07-04T16:41:58.532-07:002011-07-04T16:41:58.532-07:00Nicu:
The PEG ratios used in this article are bas...Nicu:<br /><br />The PEG ratios used in this article are based on the 5-year expected growth rates as published by Yahoo! Finance.Robert Paul Leitaohttps://www.blogger.com/profile/11879679443588605991noreply@blogger.comtag:blogger.com,1999:blog-8949322116273441680.post-58694311696359119912011-07-04T14:17:00.769-07:002011-07-04T14:17:00.769-07:00How do you compute PEG ? I have it at .21 and even...How do you compute PEG ? I have it at .21 and even lower if cash is excluded. I am talking about 12 months trailing PEG (that is, P/E = 16.36 and growth = 78% are computed for the last 4 quarters wrt the previous 4).Nicuhttps://www.blogger.com/profile/16829714201866642453noreply@blogger.comtag:blogger.com,1999:blog-8949322116273441680.post-30394464900375559702011-07-02T22:18:04.075-07:002011-07-02T22:18:04.075-07:00This site is aesthetically pleasing. The graphics...This site is aesthetically pleasing. The graphics and layout are first class.<br /><br />-capaAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-8949322116273441680.post-57558564302682158022011-06-26T23:37:28.891-07:002011-06-26T23:37:28.891-07:00joshdean:
In my latest post I indicated that even...joshdean:<br /><br />In my latest post I indicated that even if today's lowly p/e multiple of 15.55 times trailing 12-month earnings remains a constant, AAPL will move above $425 per share by early November based on earnings growth alone. <br /><br />Earnings growth is the foundation for share price appreciation even if the markets continues to value at a significant discount to current ratesRobert Paul Leitaohttps://www.blogger.com/profile/11879679443588605991noreply@blogger.com