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AAPL
In what is quite a bit of good news for Apple shareholders’, Tim Cook has finally loosened the purse strings over the last couple of weeks and has increased the buyback pace materially.  Apple (AAPL) holds far too much cash on its balance sheet, which is earning a paltry interest rate.  If Cook believes in...
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The article below provides an interesting glimpse, comparing today’s Nasdaq to the bubble of the late 1990’s.  There is no doubt that conditions in the index aren’t anything near as frothy as during that period, particularly for the “old” technology stocks such as Cisco (CSCO), Microsoft (MSFT) and Intel (INTC).  Even newer stocks that are...
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Here is Tim Travis’ research report on Apple Inc. (AAPL) on Mar 4th 2013.   http://seekingalpha.com/article/1243681-a-conservative-strategy-and-investment-rationale-for-apple-bulls
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Here is Tim Travis’ research report on Apple Inc. (AAPL) on Nov 13th 2012.   http://seekingalpha.com/article/1002351-apple-the-law-of-large-numbers-and-declining-margins-point-towards-average-stock-returns
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Below is our most recent article on Apple where we discuss how increasing competition will likely lead to margin declines.  Also the size of the company makes it extremely difficult to maintain the growth rate, likely leading to average investment returns. http://seekingalpha.com/article/1002351-apple-the-law-of-large-numbers-and-declining-margins-point-towards-average-stock-returns INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL...
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Below is the interview with TTCM CEO on Bloomberg discussing Apple and Amazon.  Enjoy! http://www.ttcapitalonline.com/media/ INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Here is the video of Tim Travis discussing Apple and the best way to approach the stock.  I hope that you enjoy! http://www.ttcapitalonline.com/media/ INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Apple (AAPL) reported disappointing earnings yesterday primarily due to lower iPhone sales than what were expected.  This really wasn’t that much of a surprise as many iPhone lovers are waiting for the next model.  iPad sales numbers were extremely encouraging and it is amazing to see a company become so overwhelmingly dominant, on so many...
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I found this excellent article on valuing Facebook (FB).  The author Henry Blodget makes a lot of good points at why Apple (AAPL) and Google (GOOG) offer much more attractive opportunities due to their cheaper valuations, and explosive growth prospects.  Enjoy the article: http://www.businessinsider.com/what-is-facebook-worth-2012-5 INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE...
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Yesterday Microsoft (MSFT) unveiled its own table to compete with the IPad.  This marks a huge change in strategy as Microsoft will be increasing the size of its bets on making hardware, which is a much lower margin business than their core software business.  I think technology has changed in a way where software companies...
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