Apple Weakness Now Apparent To Other's Besides BoomBustBloggers

Now that the weakness in Apple is apparent to all, and not just BoomBustBlog subscribers.... AAPL priced relative to the SPY... looking for this 4 year trend to break for the aapl story to be over as a market out-performer.

AAPL relative weekly rising wedge

My next post on this topic will answer the obvious quetion, "Is it now time to short Apple?" - as I release the content from or updated Apple model. This will be some very, very good stuff and well worth the subscription rate.

Unique, Indpendent and Accurate Apple Research

Apple 2Q2012 results analysis04/26/2012

Apple Margin & Valuation Note03/15/2012

Apple Margin Strategem WIP02/13/2012

Apple - Competition and Cost Structure05/16/2011

Apple Earnings Guidance Analysis08/12/2010

Apple iPhone Profit Margin Scenario Analysis Model08/03/2010

Apple business model note

 Apple Margin & Valuation Note

Comments

[Element]

Really? This time for sure?

[Comay Mierda]

Great work, Reggie

haters gonna hate always

AAPL still very dangerous to short, still in an uptrend. if the 100 day moving average fails to support, then short this bitch. just my 2 cents

[slaughterer]

Exactly, I would not initiate an AAPL long until the 100DMA is tested.  The H&S on the 6 week is playing out with the help of the bad news (iphone5 faults, FoxConn riots, etc.)..  

[Cruel Aid]

Good call on the 100 day

Looks like the new 50 day in the technical world

[Popo]

The iPad Mini will sell like hotcakes.  But it's important to remember that Apple's margins will continue to shrink -- particularly as they enter the lower pricepoint arena for tablets.

Not to mention that HTC and Samsung continue to take massive bites out of their market.  In order to stay relevant Apple will be forced to keep margins extremely tight.  And tight margins are bait for black swans.

[RECISION]

But it's important to remember that Apple's margins will continue to shrink -- particularly as they enter the lower pricepoint arena for tablets.

Must be nice to be so prescient.

Tell you what, I'll bet you they have no margin compression problems at all.

Check back with you sometime - after they have actually started marketing a mini...

[Ying-Yang]

Comments here are date stamped so sure we can see who called the ball.

[notbot]

Thankfully I took reggie's advice and avoided that catastrophic 60% YTD gain.

[Comay Mierda]

didnt enron produce high returns while talented analysts were saying it was full of shit?

[Ying-Yang]

Thanks Reggie... watch Win8/Metro eat some Applesauce over the next 2 years. The new MS OS and Android products will force more profit compression on Apple. I agree things are going to be be difficult for Apple going forward.

Put my marker down to place a bet that old, outdated MS will make great inroads to the tablet/pad market for business. Why? It's the existing interoperability with the defacto business OS. Bunches of us don't like "the cloud" and it is a no brainer to leverage IT upgrades to an existing infrastructure to support new devices.

That being said... I am agnostic to Android, Apple or MS. I like competition by all, including Amazon (kindle). All I am saying is that the old fart MS might have a few more runs.

Reggie.... I understand ya, keep truckin, just don't wear the leopard skins anymore.. that scares me.

[A Nanny Moose]

At least Reggie could have linked to his interview with Lauren Lyster on this topic.

https://www.youtube.com/watch?v=Q3g__vy6Pmw

Did he actually call the Cult of the Apple Fan Boi, a cult? There ought to be a law...