Tag Archives: apple

straightjacket

An Apple a day keeps the consultants away….

Apple is a phenomenal company. But for active fund managers its newly attained $700 billion market cap presents a number of difficulties. WealthiFi has a few thoughts on this…

February 11th, 2015 by

Value

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apple think

Apple creates FedEx overnight…!!!

Wowzers! Apple smashed lots of records last night and investors are using the latest data to assess the “value” they missed in the franchise before the results. Early indications suggest Apple’s market value will rise by $50 billion today….

January 28th, 2015 by

Value

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Screen Shot 2014-12-01 at 13.22.37

Chart: Apple creates iReland or iWatch?

As Apple cruises above $700 billion in market value it prompts us to look for some perspective rather than at our iWatch.

December 1st, 2014 by

Quality Franchises

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facebook 2.0

Facebook 200.0….or $200 billion?

Sorry folks, don’t want the headline to confuse. Obviously, the Facebook social network is  not launching a new product because it’s not really a product but a social network platform/service. The $200 billion franchise valuation is a fact. 

September 11th, 2014 by

Technology

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apple think

It’s all about mobile….and Apple think no different!

For all the carping about its buy-backs, Beats buys and no new organic products it is interesting to note that Apple’s share price has stealthily surged by almost 50% in the past 12 months!

June 4th, 2014 by

Technology

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Red Wings New Arena Hockey

Is US GDP growing faster than we think?

The official numbers tell us that US GDP didn’t grow in Q1 but equities are still loitering near all time highs? Do we just assume bond markets are right and equities wrong, as is usually the case?

June 4th, 2014 by

Editorial

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ipad

Tablet market slowdown vs bond certainty…..

Apple launched the iPad in April 2010, just 4 short years ago. Apple also issued 30 year bonds to yield hungry investors just last year. We are intrigued…

May 13th, 2014 by

Technology

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amzn + facebook

Amazon + Facebook combine as top 3 US company!

New all time highs for profit-less Amazon did prompt some thought. The combined market value of Amazon and Facebook exceeds that of Microsoft and puts the fantasy combo in the top 3 of all US companies.

January 21st, 2014 by

Editorial

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digital media

Media sector: Twitter and digital media in perspective….

Twitter didn’t quite hang on to its IPO debut highs but perhaps now is the time for some perspective. Global annual ad spend across all media platforms for 2012 was circa $550 billion.

November 13th, 2013 by

Technology

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china smoke

Global Quality: China spending or producing?

Global franchises are perceived as Quality in many cases because of growth. The spending power of China and emerging economies has been a key growth driver in recent years but appears to be on the wane.

October 17th, 2013 by

Quality Franchises

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