Malcolm Manness

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  • Housing News – Pending Home Sales Slip in June

    By Malcolm Manness - July 29, 2013 | Tickers: HD, MTH, RYL, TOL

    Pending home sales contracts fell slightly in June, from the prior months more than 6-year high. It is thought that the recent rise in mortgage rates is having a a dampening affect on sales. Rates have risen almost a full percentage point since May.

    The NAR’s Pending Home Sales Index decreased 0.4 percent to 110.9, according to today’s report by the National Association of Realtors®. May more »

  • Understanding Apple – Apple Rebounds on iPhone Surge

    By Malcolm Manness - July 25, 2013 | Tickers: AAPL

    Apple (NASDAQ: AAPL) has jumped 19% since its June 28 low after its earnings report gave hope to investors.

    The big take away from this was the over 31 million iPhones sold in the company's third quarter. This was way over analysts’ estimates of about 27 million units. More importantly, it forcefully demonstrated that the phone that shook the world in 2007 had not turned into a has-been.

    Additionally more »

  • Understanding Apple – Report: iPad Increases Dominance

    By Malcolm Manness - July 23, 2013 | Tickers: AMZN, AAPL, GOOG, SSNLF

    Apple (NASDAQ: AAPL) is under intense scrutiny as they prepare to release their FQ3 earnings after market close. Attention is focused most on two areas: iPhone sales and gross margin.

    Last quarter, the iPhone provided just over 50% revenue, so this is natural. Gross margin is central since it does not matter if revenues increase if the profit margins drop.

    But good news for Apple has just surfaced in another more »

  • Why the Wait for the iWatch Will Be Worth It

    By Malcolm Manness - July 22, 2013 | Tickers: AAPL, GOOG, MSFT

    Apple (NASDAQ: AAPL) may not be able to release the iWatch this winter as previously reported,” writes International Business Times. This seems to be what everyone is reading into recent news on the topic.

    So, once again, the new Apple is not what it was. Once again, it is late to the party. Is this the way to read it?

    Let’s face it, there are already several so-called smartwatches more »

  • Understanding Apple: iPhone Sales Are Charging

    By Malcolm Manness - July 22, 2013 | Tickers: AAPL, VZ

    Apple (NASDAQ: AAPL) has been languishing for almost a year now on doubts of growth and shrinking margins. In particular, their most important product, the iPhone, has faced increased competition and this has fed the fear of investors. But new information from one of its partners counters these claims, and indicates that these fears are likely unfounded.

    Verizon (NYSE: VZ) did well this quarter beating estimates with a 16% increase more »

  • Nokia profits on a $20 phone

    By Malcolm Manness - June 28, 2013 | Tickers: AAPL, MSFT, NOK

    Apple (NASDAQ: AAPL) has a profitable product in its iPhone line. The BOM (build of materials list) indicates approximately $200 for parts and assembly of the iPhone 5, and it sells for roughly $600. This product is still – at least arguably – the gold standard of the smartphone world.

    Nokia (NYSE: NOK), on the other hand, has been a provider of phones for all levels. Their top line Lumia phones run more »

  • Understanding Apple – Chromebooks Kill the Air - Rebuttal

    By Malcolm Manness - June 18, 2013

    My esteemed colleague, fellow Fool Tim Beyers recently wrote that the MacBook Air by Apple Inc. (NASDAQ: AAPL) has fallen short on its customers, and that makers of ultra-cheap Chromebooks – powered by Google’s (NASDAQ: GOOG) have an opportunity to overtake the Air.

    Apple introduced the Air in 2008 as a light weight alternative to the regular laptop. Expensive and low powered, it’s mere 3 lbs. appealed to executives more »

  • IOS 7 High Stakes Game - 1: The Big Failure?

    By Malcolm Manness - June 14, 2013 | Tickers: AAPL, GOOG, MSFT, NOK

    iOS 7 High Stakes Game – 1: The Big Failure

    On Monday, Apple (NASDAQ: AAPL) unveiled iOS 7, the long awaited new version of their mobile operating system, which runs their iPhone, iPad and iPod Touch products. Not surprisingly, it was initiated with great bravado, and met with both praise and derision.

    Anything that affects the perception of Apple’s lead product affects its bottom line. So this is very important more »

  • Understanding Apple: Easy Loathing Debunked.

    By Malcolm Manness - May 20, 2013 | Tickers: AAPL

    Apple (NASDAQ: AAPL) is in a great retraction, and naysayers are celebrating. But to my surprise, fellow Fool G. A. Chester's recent article 3 Things to Loathe About Apple wasn't really about Apple or its products per se, but more what people say about Apple. The things he criticized about the company hardly seem to merit outright loathing.

    DNA

    Chester jumps on the fact that many Apple supporters more »

  • Understanding Apple: A Long-Term Decline?

    By Malcolm Manness - May 16, 2013 | Tickers: AAPL, GOOG, MSFT

    Whether you're a fan or a foe, there's no denying Apple's (NASDAQ: AAPL) absolutely remarkable run. On May 1, 2003, its adjusted share price was just $7. Today, it trades for roughly $450 -- a 64-fold increase, and one of the great run-ups in investing history. Recently, however, Apple has plunged from an all time high of $700.

    Is this just a pause in a continued run, or more »

  • Disney: Back From the Dead

    By Malcolm Manness - May 9, 2013 | Tickers: DIS

    Walt Disney (NYSE: DIS) has had a great run up lately, rising almost 30% this year. Its latest increase was due to an unexpectedly fine Q1 performance, with profits climbing 32%. In another area, however, the company has just had a huge flop.

    Disney announced long ago that the Pixar dream filmmaking team of director Lee Unkrich and Darla K. Anderson (whose last project was Toy Story 3) would be more »

  • Understanding Apple: Are New Health Apps Coming?

    By Malcolm Manness - April 10, 2013 | Tickers: AAPL, SSNLF

    Apple (NASDAQ: AAPL) stock has fallen dramatically since its $700-plus high last September. Among the many reasons that pundits have postulated for this, is that Apple is “falling behind” in innovations.

    Some say that the newly announced Samsung (NASDAQOTH: SSNLF) Galaxy S4 (GS4) has taken the lead in innovation with, among other features, its new S-Health system. The GS4 runs Google's Android operating system, with Samsung’s own enhancements more »

  • Understanding Apple: New Health Apps Coming?

    By Malcolm Manness - April 4, 2013 | Tickers: AAPL, SSNLF

    Apple (NASDAQ: AAPL) stock has fallen dramatically since its $700-plus high last September. Among the many reasons that pundits have postulated for this, is that Apple is “falling behind” in innovations.

    Some say that the newly announced Samsung (NASDAQOTH: SSNLF) Galaxy S4 (GS4) has taken the lead in innovation with, among other features, its new S-Health system. The GS4 runs Google's Android operating system, with Samsung’s own enhancements more »

  • Understanding Apple: New Health Apps Coming?

    By Malcolm Manness - April 4, 2013 | Tickers: AAPL, SSNLF

    Apple (NASDAQ: AAPL) stock has fallen dramatically since its $700-plus high last September. Among the many reasons that pundits have postulated for this, is that Apple is “falling behind” in innovations.

    Some say that the newly announced Samsung (NASDAQOTH: SSNLF) Galaxy S4 (GS4) has taken the lead in innovation with, among other features, its new S-Health system. The GS4 runs Google's Android operating system, with Samsung’s own enhancements more »

  • Understanding Apple – New Health Apps Coming?

    By Malcolm Manness - April 4, 2013 | Tickers: AAPL, GOOG

    Apple (NASDAQ: AAPL) stock has fallen dramatically since its $700+ high last September. Among the many reasons that pundits have postulated for this, is that Apple is “falling behind” in innovations.

    Some say that the newly announced Samsung Galaxy S4 (GS4) has taken the lead in innovation with (among other features)  their new S-Health system. The GS4 runs Google’s (NASDAQ: GOOG) Android operating system, with Samsung’s own enhancements more »

  • Why Apple's Small Device Might Be a Big Deal

    By Malcolm Manness - March 20, 2013 | Tickers: AAPL, GOOG, MSFT

    Apple (NASDAQ: AAPL) has recently upgraded its little desktop box, the AppleTV. But since the changes were all internal, there was little fanfare. At $99, the 5 million units AppleTV sold last year provided just a drop in company's $165 billion (TTM) revenue bucket. Yet I think the AppleTV plays an important part in Apple's overall strategy -- and may point to a new, upcoming product.

    What is the more »

  • Apple – The iPhone Smashes Samsung

    By Malcolm Manness - February 22, 2013 | Tickers: AAPL, BBRY, MSFT, SSNLF

    Apple's (NASDAQ: AAPL) iPhone is NOT on the ropes as reported by so many newspaper articles. According to the latest Strategy Analytics statistics, not only did the iPhone 5 take first place in world wide smartphone sales, but the iPhone 4s - the one year old model - took second place, beating out the much touted Samsung (NASDAQOTH: SSNLF) Galaxy S3, which came in third. The Samsung model runs Google's more »

  • Apple – iPad Mini Is Screaming

    By Malcolm Manness - December 21, 2012 | Tickers: AAPL, GOOG

    Apple (NASDAQ: AAPL)  started selling its new iPad Mini on November 2. In the opening weekend over 3 million iPads were sold, including the Mini and a new 4G iPad.

    Today, Aaron Lee of Digitimes reports that sales of the Mini are greatly exceeding expectations, and that Apple has increased its order.

    Apple originally estimated shipments of 10 million iPad minis for 2012, but due to component shortages caused by more »
  • Facebook Insta-Outrage - Analysis

    By Malcolm Manness - December 19, 2012 | Tickers: FB, GOOG

    Facebook – Insta-Outrage

    In August I wrote a piece on Facebook (NASDAQ: FB), shortly after they went public, in which I argued that a portion of their success will depend on how they deal with privacy. I wrote:

    The problem for Facebook, as I see it, is that we have a conflicting set of desires here. While advertisers desire well targeted ads for their dollars, the end users want privacy.

    Several more »

  • Nokia – The Crux of the Matter

    By Malcolm Manness - December 17, 2012 | Tickers: BBRY, MSFT, NOK

    Nokia (NYSE: NOK) Has received mixed notes lately, positive from fellow fool Tim Brugger (here) and negative here.

    Mr. Brugger argues that the future is bright. He highlights the dividend yield as his key point:

    …the sum of Nokia's parts is greater than the whole -- the whole, in this instance, being its current share price. Now, throw in a 6.6% dividend yield on top of what remains an more »

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