turleymuller's activity feed Return to turleymuller's profile
- December 7th, 2009
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turleymuller has bookmarked: App Store Is a Game Changer for Apple and Cellphone Industry - NYTimes.com
- November 29th, 2009
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turleymuller has bookmarked: My Comments on Bloomberg TV Interview with Apple Analyst
- November 25th, 2009
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turleymuller has posted a new entry on: Financial Alchemist
My Comments on Bloomberg TV Interview with Apple Analyst
Broadpoint AmTech analyst Brian Marshall recently appeared on Bloomberg TV to discuss Apple’s iPhone exclusivity agreement with AT&T. Marshall believes that Apple should move away from its exclu…
- November 3rd, 2009
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turleymuller has bookmarked: Apple Inc (AAPL): Weaker Dollar Will Benefit Revenue Growth and Margins
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turleymuller has posted a new entry on: Financial Alchemist
Apple Inc (AAPL): Weaker Dollar Will Benefit Revenue Growth and 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…
- October 19th, 2009
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turleymuller has posted a new entry on: Financial Alchemist
Apple Inc (AAPL): Q4 2009 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 s…
- October 13th, 2009
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turleymuller has bookmarked:
- August 12th, 2009
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turleymuller has bookmarked: Apple Inc (AAPL): Current Valuation Still Reasonable
- August 11th, 2009
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turleymuller has posted a new entry on: Financial Alchemist
Apple Inc (AAPL): Current Valuation Still Reasonable
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-flo…
- July 29th, 2009
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turleymuller has posted a new entry on: Financial Alchemist
Apple Inc (AAPL): iPhone's Substantial Impact on Gross Margin
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 gui…
