Armin's Stock Selection

Many said that Apple's numbers were so-so, but not so bad at all after the iPod maker posts better-than-expected increase in revenue and profits on strong Mac. But Investors shouldn't be too surprised though since Apple consistently is conservative with its guidance. In fact I've been bullish on AAPL stock for sometime going back several months ago when wrote "love is blind" on my blog here at SLO;

an odd opinion about apple
inspired by book:KARAOKE CAPITALISM

We have heard already people talking about apple in a language usually reserved for small, fluffy animals and close family members! If you like more soul than life, lick the buttons( Steve Jobs once said: " We made the buttons on the screen look so good you'll want to lick them" ) and wow experience you get all in one apple! If your company has to hire a new CEO, you hire Steve and you'll most likely have a true Chief Emotional Officer also. It seems like that magic apple has a synesthetic content, too..
But AAPL is about first, being fit by creating business models that are well adapted to the new business conditions and second, being sexy by building and creating emotional innovations and moods that attract and addict customers. In my opinion the company has the answers about what does the apple sound, feel, taste or smell like.
I'm not smart enough to predict whether share price will double or triple, but for sure more emotions will be added in any product they deliver so driving the sales.
Who will win, fundamental or emotional analysis?
see entry

Btw- Apple CEO Steve Jobs boasted about the company's strong results. "With over $17 billion in revenue for the first half of our fiscal year, we have strong momentum to launch some terrific new products in the coming quarters," Jobs said in a statement.
and
Apple chief financial officer Peter Oppenheimer did not appear too concerned about the economic slump. When asked if Apple is feeling any effects of the slowdown, Oppenheimer said that traffic in Apple's retail stores continue to grow.

It has been a volatile couple of months for Apple. Shares plunged earlier this year along with other tech stocks due to concerns about the slowing economy as well as fears about competition for Apple's iPhone from Research in Motion's etc In fact during those setbacks I've been buying it

Of course, would like to listen bearish opinions, if any.
In the meantime, enjoy your investing world!
Everything else is life!

Armin

Comments: View Comments |  Thursday April 24, 2008