boxerconan

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Thu Jul 31st 10:44 AM | Rating: 0 0
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Replacing P/E in Valuing Apple Stock

Thanks....Great article.

we need more of such discussion. I wonder if AAPL can provide us with pro-forma income statements not applying "subscription accounting". I have seen a company with LIFO accounting providing income statements based on FIFO so that investors can see more normalized financial performance. Or companies with international exposure provides figures assuming there was no currency fluctuation.

Is it not allowed by SEC? They are not doing it because AAPL is not investor friendly? Plus creating such income statement model is quite simple for analysts. Only handful of analysts are looking at the growth in free cashflow.

I know it may be an waste of time, but I am going to request AAPL IR to look into it.

The problem is that only investors with accounting background, smart fund managers and analysts would look at AAPL's cashflow. Traders don't care....Quants will only look at AAPL's multiples. That is why AAPL's price is suffering.

I saw S&P's analyst downgraded AAPL recently....he was still talking about EPS. I could not believe it. I partially blame AAPL's investor unfriendliness though.
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Tue Jul 22nd 10:17 AM | Rating: 0 0
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Apple Is Worth More than Steve Jobs

Thanks. I agree with your article. I love AAPL's products and fundamentals, but I do not appreciate the management's disrespectful attitude towards investors as seen yesterday's CC. I consider it is an added risk factor. I will keep my current position but I am not adding on this dip.
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