MightyMO : Rob The Stock Markets Blind: Telsa in the Sky with Diamonds

What if Elon Musk ran AAPL ?

The masses are saying to Apple, 'Put up or shut up'

Tim Cook, CEO Apple

Staying calm during big drops in the market is always difficult for the weak which is the majority of investors.
...remember that this is still a bull market. Concerns over China are weighing heavily on investors. But I like this kind of market and look at opportunities.. give it a few days

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Winning is grabbing momentum, profiting from it and then releasing it

A winner must be willing to embrace change and welcome challenge. The biggest “fear,” if there is one, is not of the unknown, but of becoming complacent and stagnant. An environment of change and even uncertainty can energize a mentally strong person and bring out their best.

A winner is willing to take calculated risks. This is a different thing entirely than jumping headlong into foolish risks. But with mental strength, an individual can weigh the risks and benefits thoroughly, and will fully assess the potential downsides and even the worst-case scenarios before they take action

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The Daily Log

The Daily Log

Tuesday

09:30am cst Bought 8 more shares of AAPL.

2:30pm Bought NFLX

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Apple (AAPL) has a problem. ...has nothing to do with it's next earnings report.

Apple has too much cash. Not too little, but too much.

When someone has too little cash, they sometimes seek help and try to get out of debt.

Apple has this problem with too much cash and it's board of directors and management team absolutely have no clue what to do with it!

They need help yet seek no help.

Apple has about 130 Billion in NET cash and conservatively will earn another 40 Billion this year. This cash horde sits idle.

Apple really has no debt to speak of to use their cash horde.

Apple has a 'invented here’ mentality and doesn’t spend much on acquisitions and hence doesn’t need to hold the cash for that purpose.

Apple is a public company and the shareholders own the company.

Apple’s board and management hava a fiduciary duty and responsibility to represent and protect the member’s/investor’s interest in the company.

Holding a massive idle cash horde without a plan is NOT performing their fiduciary duty in overseeing the best interest of the investor’s interest in the company.

Apple has, for a company of it’s type, a very low P/E ratio. It is lower than the average of the stocks in the S&P 500 !That tells me that the overall stock market investors have a low opinion and outlook and low esteem for the current Board of Directors and it’s management team. What other reason would their be for it’s very low relative P/E ratio

Even the current board chastised it’s own management team in 2013 for not coming up with a new development line of products! .

Apple’s CEO has stated that it has new development products in the pipeline yet nothing new or revolutionary has materialized.

Now King Carl (Icahn) has bought into Apple in an attempt to strike some life in it’s product line and use of it’s massive cash horde.

Apple has fancy itself for having a loyal following that’s willing to pony up high prices for it’s product line. In the meantime, it’s market share continues to drop in it’s phone lines and PC/tablet lines. Some worry about margins falling if Apple drops it’s prices.Well, one of the major things in business today is the concept of Margin Revenue or Margin Dollars. In essence, if you lower the price of your product but sell more, the net is greater revenues.

For example if one would sell 1,000 dollars at a 25% margin it would have $250 of revenue margin dollars. However if it sold 2,000 dollars at a 15% margin, it would $300.00 of revenue margin dollars. .hence have more money by selling more at a lower margin. If Apple lowered it’s prices, it most likely would be the leader in market share in it’s two main moneymakers, the iphone and the ipad.

Apple has a problem. Too much cash and nothing of note on new revolutionary products.

Activist investors breathing down on the company but more important, a great company being run by a clueless board of directors and a non-creative management team.

09:30am cst Bought 8 more shares of AAPL.

2:30pm Bought NFLX

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Telsa Updates

Telsa now expects China to be as big if not bigger than the USA market. Telsa's TSLA stock quadtriple last year. It could easily double this year although the current Market Panic could see it drop temporary this week.

Telsa had it's first LA to NY across the USA trip. The infrastructure is taking shape!

Our projection of TSLA at 220 by year end is likely way too low. It could be our First Catching Fire stock projection upgrade !

I have always felt that one of the better methods of

playing the market related to buying and selling based on Sentiment and seasonal and historical market tendencies. As such, this change in the portfolio will be based on these factors. I will continue with the Catching Fire portfolio which currently has a net profit in less than two months of public trading.

More details to come in the coming days. I thank all my followers and guests from Stocktwits and wish you all well. Best regards, MightyMo

Portfolio members with 2014 projections....

AMZN

AMZN 12/31/14 500.00 projected

AMZN 12/31/13 398.78

AMZN 12/31/12 259.15

BIDU 12/31/14 260.00 projected

BIDU 12/31/13 178.88

BIDU 12/31/12 100.29

GOOG 12/31/14 1500.00 projected

GOOG 12/31/13 1120.71

GOOG 12/31/12 707.38

TSLA 12/31/14 220 projected

TSLA 12/31/13 150.43

TSLA 12/31/12 33.87

NFLX 12/31/14 415 projected

NFLX 12/31/13 368.17

NFLX 12/31/12 92.59

PCLN 12/31/14 1600 projected

PCLN 12/31/13 1162.40

PCLN 12/31/12 620.39

AAPL 12/31/14 775 projected

AAPL 12/31/13 561.02
AAPL 12/31/12 532.17

DIS 12/31/14 95.00 projection

DIS 12/31/13 76.40

DIS 12/31/12 49.79

projecting is fun

YHOO 12/31/14 60 projection

YHOO 12/31/13 40.44

YHOO 12/31/12 19.90

FB 12/31/14 72 projection

FB 12/31/13 54.65

FB 12/31/12 26.62

TWTR 12/31/14 82 projection

TWTR 12/31/13 63.65

TWTR IPO CLOSE 44.90

Regarding the Catching Fire portfolio. My real account in part mimics most but not all of the same stocks at different buying prices and different quantities.

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Are you going after the big fish?

This site isn't all about the stock market. However, with the daily updating of the stock market, it took most of my time. I am still going to discuss the stock market but also going to relate more to other parts of this site - such as the paintings, my hobbies such as estate sale treasure hunting, movies, autos, etc.

I have developed a good following if the Blogger statistics I get are correct. It will be interesting to see how they change in the coming months. As stated, I will start a new public stock market portfolio. There's so technical issues to work out. One being displaying Options.

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Always be in the lookout for companies in new and exciting industries

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...In case you would like to follow our stock trades up to the very minute. I try to 'print' the trade within a minute or seconds on 'Stock Twits' (STOCKTWITS.COM) before I update them on here. You can follow me on stock twits by going to stocktwits.com and signing in (it's free). Then follow ROBMARKETBLIND.

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