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Financial Alchemist

Financial Alchemist

http://financial-alchemist.blogspot.com/

Financial Alchemist covers financial markets and investing. Current market conditions are analyzed as well as investment opinion on select stocks. Additionally, the site includes fundamental analysis strategies and insight regarding market theory. Articles discussing valuation model building in MS Excel and VBA web data import for company research and analysis

subscribe Recent Posts

  • Apple Inc (AAPL): Weaker Dollar Will Benefit Revenue Growth and Margins

    Posted on Tuesday November 3rd, 2009 at 07:45 in aapl, margins

    Apple Inc. (nasd:AAPL) Rising gross margins stemming from increased recognition of deferred iPhone revenue has been a key factor in propelling Apple’s share price and EPS. I believe the next major tailwind will be increased revenue growth and high...

  • Apple Inc (AAPL): Q4 2009 Estimates

    Posted on Monday October 19th, 2009 at 09:48 in aapl, eps estimates

    Apple (nasd:AAPL) reports its Q4 2009 results on Monday, October 19th. I am expecting revenue to increase 19% (Y/Y) to $9.374B and EPS to increase 25% to $1.57.  I expect gross margin to rise sequentially to 36.7% from 36.3% reported in Q3. ...

  • Apple Inc (AAPL): Current Valuation Still Reasonable

    Posted on Tuesday August 11th, 2009 at 17:43 in Valuation, iphone, mac, aapl, p e

    Apple Inc. (nasd:AAPL) $162.83- Despite Apple shares rising more than 100% from its 2009 low of $78, the stock still appears to be attractively valued especially as a long-term holding. Using cash-flow and non-GAAP earnings, AAPL trades at less than ...

  • Apple Inc (AAPL): iPhone's Substantial Impact on Gross Margin

    Posted on Wednesday July 29th, 2009 at 05:00 in iphone, mac, aapl, margins

    Margins held steady Q/Q at 36.3% (down 10 bps) versus expectation of ~200 bps of margin contraction due to mounting headwinds.Management issued Q4 GM guidance of 34%, 100 bps higher than Q3 33% GM guidance (which AAPL exceeded by 330 bps).Considering...

  • Apple Inc (AAPL): Examining the Prospects of a Low-Cost iPhone

    Posted on Thursday March 5th, 2009 at 01:18 in iphone, aapl

    Apple Inc (nasd:AAPL) For some time, many have speculated about an arrival of a $99 iPhone. Some analysts expect a low-cost model with scaled back features, such as 2.5G instead of 3G, no GPS, and possibly a smaller form factor. While I believe a low...

  • Apple Inc (AAPL): Snapshot- Apple's Cash Growth

    Posted on Monday February 23rd, 2009 at 00:46 in gaap, aapl

    Apple Inc (nasd:AAPL) $91.21- Here's a quick snapshot of Apple's cash holdings over the past 9 quarters. In the case of Apple, it's extremely important to focus on cash flow opposed to accounting (GAAP) income due to the massive build of deferred rev...

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