Submitted by Reggie Middleton on 07/25/2012 06:57 -0400
Apple
Google
Price Action
First things first, those who still believe Apple can walk on water are setting themselves up for a big one. I haven't received so much flak about a (to date) correct call in my life. Well, Apple has missed its numbers twice in less than a year, and both times I believe I was the only one that called these misses - at least publicly.
I've noticed that many who take issue with my analysis of Google and Apple truly don't understand what kind of company Google is. To call it a search engine, ad company, or even Android vendor is to demonstrate an ignorance as to both its business model, accomplishments and aspirations. Google is not a search engine, ad company or even a mobile OS vendor, it is a data company and the foremost data company in the world.
I took the time to explain this in detail on the Max Keiser show last week. I think it's worth a listen. Click here for the full show, and see below for the excerpt....
Apple is too widely owned for the wrong reasons, see Watch As 202 Hedge Funds Follow The Bouncing Apple, Till They Don't!!! Of course you will see Apple's margins decrease because they are selling more iPads proportionately and iPads make them less money...
If the biz class 101 rules ring true, this could very ugly very fast... The Company had a slam bang quarter last, but much of that is essentially unrepeatable in the near term, reference Anecdotal Observations On Apple's Recent Quarter.
http://www.zerohedge.com/contributed/2012-07-25/here-comes-apple-shi7
Realist - Everybody in America is soft, and hates conflict. The cure for this, both in politics and social life, is the same -- hardihood. Give them raw truth.
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