Some long-term Apple investors view Nasdaq's rebalancing as a rare buying opportunity
With news guaranteed to roil the stock markets, the Wall Street Journal reported shortly after midnight Tuesday that Nasdaq OMX is set to announce a major rebalancing of its closely followed Nasdaq-100 index. According to the Journal:
"The move could mean significant selling pressure on Apple shares by money managers tracking the index. Because of the way the index MOREPhilip Elmer-DeWitt - Apr 5, 2011 6:50 AM ET
Two weeks before Apple's Q2 earnings report, a flurry of negativity in the business press
"Apple shares aren't just cheaper than the S&P, they're bizarrely cheaper," writes Tiernan Ray in the current issue of Barron's. "Backing out cash and marketable securities of $60 billion, or $64 per share, ... it trades at 11 to 12 times this year's projected earnings per share, versus the S&P's average of 14 times, despite MOREPhilip Elmer-DeWitt - Apr 4, 2011 6:30 AM ET
What triggered the sell-off that knocked $10 billion off the company's market cap?
Something happened to Apple's (AAPL) share price Thursday afternoon that has investors still scratching their heads.
The stock, which had been sailing along near its all-time high of $360 a share, started to drop at about 1 p.m. Then, at 1:39, it collapsed, falling from $355 to $349 in the space of four minutes.
In all, $10 billion got MOREPhilip Elmer-DeWitt - Feb 10, 2011 2:50 PM ET
After six years and an eight-fold increase in share price, maybe it's about time
On Feb. 28, 2005, with Apple (AAPL) trading at $88.99 a share, the company issued a 2:1 split. The stock closed that day at $44.86. Within a year it was once again selling for more than $80 a share.
At The Mac Observer's Apple Finance Board, where the question of whether Apple is about to split has come MOREPhilip Elmer-DeWitt - Feb 9, 2011 6:07 AM ET
Shares of the online movie retailer are up over 550% since the March 2009 lows. Sure, it's overvalued, but is valuation a good reason to short the stock?
By Andy Zaky, contributor
Fund manager Whitney Tilson learned the hard way that one should never short a stock based on valuation concerns when we're in the middle of one of biggest bull markets in modern history. Back in December, Tilson published a piece MOREFeb 8, 2011 11:01 AM ET
A leaked presentation on its "master plan" and its abysmal earnings report only confirm that AOL needs a new way.
By Dan Mitchell, contributor
Ken Auletta's profile in The New Yorker of AOL CEO Tim Armstrong last month was a grim assessment the company's prospects and a scathing indictment of the quality of AOL's content -- much of which, Auletta wrote, is "piffle." The company, he seemed to conclude, is more likely MOREFeb 2, 2011 2:36 PM ET
Talking Apple (AAPL) with The Unofficial Apple Weblog's Mike Rose on the floor of San Francisco's Moscone West. The interview lasts about 15 minutes.
For the rest of TUAW's live coverage of Macworld 2011, click here.
[Follow Philip Elmer-DeWitt on Twitter @philiped]Philip Elmer-DeWitt - Jan 28, 2011 9:18 PM ET
Tim Cook thinks he knows how to put $59.7 billion to good use
One of the things that's keeping Apple's (AAPL) market cap from overtaking Exxon Mobil's (XOM) -- besides Steve Jobs' health problems and the world's unquenchable thirst for petroleum products -- is the fear that the company will do something stupid with the nearly $60 billion in cash and marketable securities that seems to be burning a hole in MOREPhilip Elmer-DeWitt - Jan 23, 2011 7:56 AM ET
Last quarter, 65% came from products that did not exist three and a half years ago
We've been waiting for Asymco's Horace Dediu to post the latest version of his lovely Apple (AAPL) quarterly sales chart because it's the one that shows most clearly how the company's various business lines are growing. You can read his analysis here.
[Follow Philip Elmer-DeWitt on Twitter @philiped]Philip Elmer-DeWitt - Jan 21, 2011 7:21 AM ET
The year-over-year growth rates of the company's product lines in a color-coded scorecard
How did a Romanian blogger named Horace Dediu manage to predict Apple's (AAPL) quarterly results over the past three quarters more accurately than anybody else in the business?
The secret is in the spreadsheet above, posted on his Asymco website Thursday morning.
What Dediu does, as he will patiently explain to anyone who asks, is carefully monitor the growth rates MOREPhilip Elmer-DeWitt - Jan 20, 2011 7:03 AM ET
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