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Financial Alchemist

Blog about investing, Tech stocks, and a lot about Apple. Valuation and investing principles.

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Financial Alchemist | financial-alchemist.blogspot.com Reviews
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Financial Alchemist | financial-alchemist.blogspot.com Reviews

https://financial-alchemist.blogspot.com

Blog about investing, Tech stocks, and a lot about Apple. Valuation and investing principles.

INTERNAL PAGES

financial-alchemist.blogspot.com financial-alchemist.blogspot.com
1

Financial Alchemist: January 2010

http://financial-alchemist.blogspot.com/2010_01_01_archive.html

A Conglomeration of Commentary Regarding Investing and Financial Markets. View my complete profile. Monday, January 25, 2010. FA Estimates for Apple (AAPL) Q1 2010. Apple Inc. (nasd:AAPL)-. Apple reports Q1 2010 results after the bell today, January 25th. Below are my expected numbers:. 1) Improving economic environment and consumer spending. 2) New iMacs released in October. 3) iPhone expansion into China, Korea, and additional carriers in current markets. Posted by Turley Muller. Links to this post.

2

Financial Alchemist: Apple Inc (AAPL): Q4 2009 Estimates

http://financial-alchemist.blogspot.com/2009/10/apple-inc-aapl-q4-2009-estimates.html

A Conglomeration of Commentary Regarding Investing and Financial Markets. View my complete profile. Monday, October 19, 2009. Apple Inc (AAPL): Q4 2009 Estimates. Reports its Q4 2009 results on Monday, October 19th. I am expecting revenue to increase 19% (Y/Y) to $9.374B and EPS to increase 25% to $1.57. I expect gross margin to rise sequentially to 36.7% from 36.3% reported in Q3. Earnings growth will be driven by the higher sales mix of high-margin products such as iPhones and software. By contrast, fa...

3

Financial Alchemist: FA Estimates for Apple (AAPL) Q1 2010

http://financial-alchemist.blogspot.com/2010/01/fa-estimates-for-apple-aapl-q1-2010.html

A Conglomeration of Commentary Regarding Investing and Financial Markets. View my complete profile. Monday, January 25, 2010. FA Estimates for Apple (AAPL) Q1 2010. Apple Inc. (nasd:AAPL)-. Apple reports Q1 2010 results after the bell today, January 25th. Below are my expected numbers:. 1) Improving economic environment and consumer spending. 2) New iMacs released in October. 3) iPhone expansion into China, Korea, and additional carriers in current markets. Posted by Turley Muller. Your unit estimates we...

4

Financial Alchemist: March 2009

http://financial-alchemist.blogspot.com/2009_03_01_archive.html

A Conglomeration of Commentary Regarding Investing and Financial Markets. View my complete profile. Thursday, March 5, 2009. Apple Inc (AAPL): Examining the Prospects of a Low-Cost iPhone. Low-Cost Model With Less Features- Unlikely:. Assuming that hardware costs can be reduced by $50, and the subsidy falls to $200 from $400, gross margin would decline to 33% from 58%. In order for earnings to increase, unit volume would have to rise by a factor of 3.5x. Even if the economics of reducing hardware and ser...

5

Financial Alchemist: Warranty Expense Crimps Apple's Margins in 4Q10

http://financial-alchemist.blogspot.com/2010/10/warranty-expense-crimps-apples-margins.html

A Conglomeration of Commentary Regarding Investing and Financial Markets. View my complete profile. Thursday, October 28, 2010. Warranty Expense Crimps Apple's Margins in 4Q10. Apple’s warranty accruals had been averaging around 1% of revenue for the first three quarters of FY10, or roughly $150M. In Q4, warranty accruals ballooned to $457M, or 2.3% of revenue. The silver lining is often estimates of warranty costs are overly conservative resulting in much smaller accruals going forward. This could p...

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dennyhil.blogspot.com dennyhil.blogspot.com

Apple's Gold: My Kidney Cancer Story

http://dennyhil.blogspot.com/p/my-kidney-cancer-story.html

Insights and opinions on Apple as an investment opportunity. / Movie and Book Reviews / Random topics. My Kidney Cancer Story. This is me being wheeled out of the hospital by my Dad, 3 days after kidney removal. If you're a reader of this blog, then you know that I recently got diagnosed with kidney cancer. As it got progressively worse, I called my doctor, and got an appt. at 1:45pm. By the time I got there, I had a fever, and the pain was quite elevated. The doctor took one look at me and said: "Yo...

dennyhil.blogspot.com dennyhil.blogspot.com

Apple's Gold: iPhone is losing ground

http://dennyhil.blogspot.com/2013/03/iphone-is-losing-ground.html

Insights and opinions on Apple as an investment opportunity. / Movie and Book Reviews / Random topics. Tuesday, March 12, 2013. IPhone is losing ground. Here's some of my latest thoughts on Apple:. With the resources that Apple has, there is no excuse for:. I'm not saying it's too late, but TC should be leading the party. 3 The maps disaster. THIS WAS HUGE. No telling how many people changed their buying decision on that alone. The google maps availability came way too late. This software...To those that...

dennyhil.blogspot.com dennyhil.blogspot.com

Apple's Gold

http://dennyhil.blogspot.com/2014/03/greetings-folks-i-think-i-need-to.html

Insights and opinions on Apple as an investment opportunity. / Movie and Book Reviews / Random topics. Friday, March 7, 2014. Unfair. Not to worry, there are some good plays out there, and here's a few of my favorites, I'll name 3. 2 Canadian stocks and 1 USA. All high flyers. ECA - today's close = $20.07. SWIR - today's close = $22.90. MANH - today's close = $39.21 (recently split 4/1). Mutual funds (too many to list) maybe later. Also ETF's same thing too many. And look at Google! My Kidney Cancer Story.

dennyhil.blogspot.com dennyhil.blogspot.com

Apple's Gold: March 2014

http://dennyhil.blogspot.com/2014_03_01_archive.html

Insights and opinions on Apple as an investment opportunity. / Movie and Book Reviews / Random topics. Friday, March 7, 2014. Unfair. Not to worry, there are some good plays out there, and here's a few of my favorites, I'll name 3. 2 Canadian stocks and 1 USA. All high flyers. ECA - today's close = $20.07. SWIR - today's close = $22.90. MANH - today's close = $39.21 (recently split 4/1). Mutual funds (too many to list) maybe later. Also ETF's same thing too many. And look at Google! Links to this post.

dennyhil.blogspot.com dennyhil.blogspot.com

Apple's Gold: My Estimates for FY Q4 2012

http://dennyhil.blogspot.com/2012/10/my-estimates-for-fy-q4-2012.html

Insights and opinions on Apple as an investment opportunity. / Movie and Book Reviews / Random topics. Wednesday, October 10, 2012. My Estimates for FY Q4 2012. Apple reports earnings after the close on October 25th, a Thursday, which is unusual. The world is trying to guess, "Why Thursday? It's usually Tuesday. I don't care. Revenues: $39.82 b (41%YOY). Earnings: $10.67 (51%YOY). IPhone unit sales: 25.5m (49%YOY). IPod unit sales: 6.0m (-9%YOY). Mac unit sales: 5.25m (7%YOY). How does iCloud work? Regul...

dennyhil.blogspot.com dennyhil.blogspot.com

Apple's Gold: Braeburn Group 1 year price target

http://dennyhil.blogspot.com/2012/09/braeburn-group-1-year-price-target.html

Insights and opinions on Apple as an investment opportunity. / Movie and Book Reviews / Random topics. Sunday, September 9, 2012. Braeburn Group 1 year price target. I belong to a group of independent Apple analysts called the Braeburn Group. Every quarter we publish a new 12 month price target. This is an average of the analysts that participate. Here's the link. My personal 1 year target is still 910, which is documented on my last post. Sept 1 - $46.24 = $624.24 (13.02). What was the price on May 29th?

dennyhil.blogspot.com dennyhil.blogspot.com

Apple's Gold: January 2013

http://dennyhil.blogspot.com/2013_01_01_archive.html

Insights and opinions on Apple as an investment opportunity. / Movie and Book Reviews / Random topics. Sunday, January 20, 2013. Q1 13 - The most important earnings report of all. Some updates - Some times you just have to turn off the noise. Other than PED's quarterly smack down, I haven't been posting, and have really almost completely stopped participating in my favorite forum The Braeburn Group. I have a couple of reasons for this:. IPhones - 34m 37.04m - missed by 3million - (killed me). My iPhone e...

dennyhil.blogspot.com dennyhil.blogspot.com

Apple's Gold: September 2012

http://dennyhil.blogspot.com/2012_09_01_archive.html

Insights and opinions on Apple as an investment opportunity. / Movie and Book Reviews / Random topics. Sunday, September 9, 2012. Braeburn Group 1 year price target. I belong to a group of independent Apple analysts called the Braeburn Group. Every quarter we publish a new 12 month price target. This is an average of the analysts that participate. Here's the link. My personal 1 year target is still 910, which is documented on my last post. Sept 1 - $46.24 = $624.24 (13.02). What was the price on May 29th?

dennyhil.blogspot.com dennyhil.blogspot.com

Apple's Gold: Random Thoughts

http://dennyhil.blogspot.com/p/random-thoughts.html

Insights and opinions on Apple as an investment opportunity. / Movie and Book Reviews / Random topics. Welcome to my random thoughts page. If you are here, it's because you like my content, or you are as weird as me. I'm a thinker, sometimes I'm a doer as well, but I think about stuff all the time. On this page I will talk about what's in my head and often I will cover current events and how they apply to my way of thinking. What follows is my first random thought on this blog. Here is what I learned:.

dennyhil.blogspot.com dennyhil.blogspot.com

Apple's Gold: Q1 13 - The most important earnings report of all.

http://dennyhil.blogspot.com/2013/01/q1-13-most-important-earnings-report-of.html

Insights and opinions on Apple as an investment opportunity. / Movie and Book Reviews / Random topics. Sunday, January 20, 2013. Q1 13 - The most important earnings report of all. Some updates - Some times you just have to turn off the noise. Other than PED's quarterly smack down, I haven't been posting, and have really almost completely stopped participating in my favorite forum The Braeburn Group. I have a couple of reasons for this:. IPhones - 34m 37.04m - missed by 3million - (killed me). My iPhone e...

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Wednesday, May 26, 2010. I need money to do this thing, would it be rude to ask my grandma for it? It's for educational purposes, but not college or anything like that, my parents don't have enough money to pay for it (i need $250). I want to ask my grandma to loan me the money but i know my parents dont want me to. my younger brother asked for a loan from her and he never paid her back, so my parents think im going to do the same thing. Should i ask her for the loan or not? Another question of yours:.

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Financial Alchemist

A Conglomeration of Commentary Regarding Investing and Financial Markets. View my complete profile. Monday, August 6, 2012. Estimating 2Q 2012 US Smartphone Sales. Last week, Strategy Analytics published its estimates for 2Q12 US smartphone shipments;. Strategy Analytics 2Q12 US Smartphone Shipment Estimates:. So for SA's estimates to be reliable, or even taken seriously, they must be consistent in what they are measuring. If they are measuring shipments, then SA should use shipment figures for Apple...

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