January 7, 2013

CONSUMER REPORTS IS NO FAN OF iPHONE 5 $AAPL $MSFT $GOOG $NOK $VZ $S $T

Over the last several months, I have been arguing the case that the long-term risks in Apple stock are rising. I have advanced two main arguments. First, competitors have caught up with Apple for all practical purposes. Second, Apple is failing to innovate at the rate it was innovating in the past.

Every time I write about competitors catching up with Apple I get a lot of pushback. In some instances, I have received more than 100 emails after publishing an article, mostly disagreeing with my proposition.

Now a respected reviewer agrees with me. Consumer Reports rates Apple’s iPhone 5 the worst among the top three smart phones. … Please click here or the title below to read more.

January 7, 2013

TAXES CANNOT EXPLAIN APPLE’S BIG SELLOFF $AAPL

The big bullish argument on Apple in the fourth quarter of 2012 was that the near $200 drop from its high in the stock price was primarily due to tax-motivated selling. The bulls contended that fundamentals were intact. Now this big bullish argument has proven false as trading in 2013 has unfolded.

Much of the Wall Street is like a herd of sheep; once something catches on everyone jumps on the band wagon.

In its December 29, 2012 issue,Barron’s published an article titled ‘The Reverse January Effect.’ Barron’s asked a question, “Did Apple sell off because investors were taking gains in advance of the tax hike?”… Please click here or the title below to read more.

January 7, 2013

TIZEN CUED UP FOR ASSAULT ON iOS, ANDROID $MSFT $AAPL $GOOG $RIMM

The piece I recently wrote, Tizen Rising, Ready To Challenge Apple And Google In 2013, outlined the threat posed by a new giant ready to attack Apple’s and Google Android’s dominance of the smart phone market. Now the news is that Tizen is gaining steam faster than expected. According to CNET, Samsung has confirmed that it will launch a number of Tizen based devices this year.

For practical purposes, the smart phone market has become a two horse race between Apple and Samsung. Although not confirmed there have been several reports that Google, the creator of Android is weary of Samsung’s dominance of the Android market. … Please click here or the title below to read more.

January 7, 2013