It looks like Apple (AAPL) is getting close to a release date on their TV product.  I wouldn’t be surprised to see it launched earlier than anticipated as Apple tends to under-promise and over-deliver. I’m also quite optimistic that they should be able to utilize their dominant technology infrastructure to deliver advertising that could add...Read More

I’m really impressed as usual with Bill Ackman’s investment thesis with JC Penney (JCP).  While there are few businesses I despise more than retail merchandising, the combination of real estate and cost savings leads to an obvious conclusion that the stock is undervalued.  Ackman is a force to be reckoned with an he will hold...Read More

Amazon’s share of the tablet market dipped to 4% from 17% in the first quarter, while Apple’s market share increased to 55%.  This really highlights the extraordinary strength of Apple and their ability consistently garner sales at a level that crushes the competition.  The Kindle is a wonderful product at a cheaper price point but...Read More

We have T&T Capital Management have been saying for sometime now that companies that are dependent on China to propel their growth, particularly in the areas of  real estate, and other hard assets, are at risk and likely don’t warrant a peak earnings multiple.  China has gone on a spending spree that is unprecedented for...Read More

It is most definitely in Verizon’s and AT&T’s best interests if a third or fourth ecosystem of smartphones emerges so that they can reduce the amount subsidies they provide for Apple and Android phones.  Apple really has taken all of the power in their relationship with the mobile carriers and it has provided a tremendous...Read More

Apple (AAPL) beat expectations as usual earning a mind boggling $11.6 billion or $12.30 a share in their fiscal second quarter.  Much of the growth came from international markets where Apple still has a really good opportunity to increase market share.  The iPhone is generating 60% of revenue and the higher gross margins are having...Read More

When investors are paying $600 billion for a consumer electronics company, they are forecasting ample growth prospects and stable margins.  Apple (AAPL) has played by its own rules which has worked out wonderfully for the company.  But by making the carriers subsidize the company’s gross margins through reducing the phone costs to consumers, the carriers...Read More

It’s amazing to see the overreaction to daily swings in Apple’s (AAPL) stock price.  After the huge gains that the stock has seen, a 10% pullback is not anything to be too worried about.  I’m on record of not being overly bullish on AAPL moving forward as I worry about their gross margins, and I...Read More

I wanted to highlight a few key points but honestly I think I’d be doing you a disservice as the whole thing was wonderful.  He add really interesting color on Apple (AAPL), Pepsi (PEP), and normalized profit margins.  Yacktman is one of my favorite fund managers and is somebody that I pay close attention to....Read More

This was a rather bizarre video clip where an analyst predicts that RIMM will be out of business and that it will be a two horse race between Apple and Samsung.  It is the type of commentary that is common when a company is deeply out of favor, as it offers absolutely no data to...Read More