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Jaan Seunnasepp

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  • Understanding Apple: Easy Loathing Debunked.

    By Jaan Seunnasepp - 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 Jaan Seunnasepp - 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 Jaan Seunnasepp - 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 Jaan Seunnasepp - 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 Jaan Seunnasepp - 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 Jaan Seunnasepp - 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 Jaan Seunnasepp - 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 Jaan Seunnasepp - 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 Jaan Seunnasepp - 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 Jaan Seunnasepp - 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 Jaan Seunnasepp - 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 Jaan Seunnasepp - 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 »

  • Apple Storms China – 2 Million iPhone 5

    By Jaan Seunnasepp - December 17, 2012 | Tickers: AAPL, BBRY, GOOG, MSFT, NOK

    In a press release early today, Apple (NASDAQ: AAPL) announced that it sold over 2 million iPhone 5 units in its first weekend of availability.

    • “Customer response to iPhone 5 in China has been incredible, setting a new record with the best first weekend sales ever in China,” said Tim Cook, Apple’s CEO. “China is a very important market for us and customers there cannot wait to get their more »

  • Understanding Apple – Last Weeks Fad Is Out, But Should It Be?

    By Jaan Seunnasepp - December 7, 2012 | Tickers: AAPL, DELL, GOOG, MSFT | Editor's Choice

    Apple (NASDAQ: AAPL) is plunging! Again!

    Many reporters are running in circles like the proverbial headless fowls. There have been numerous articles questioning “Has Apple lost its mojo?” In the last three months it has tumbled from its all time high of just over $700, to an intraday low of $505.75 (Nov 16).

    So let’s look at the chart.

    [Chart: Yahoo Finance]

    Analysis

    The two important points for more »

  • Apple: Earnings Look Ahead – Part 2

    By Jaan Seunnasepp - December 3, 2012 | Tickers: AAPL

    This continues the discussion of projected earning for Apple (NASDAQ: AAPL) fiscal Q1 2013 from here.

    • Note: The complete tables of historic data appear in companion data article. The tables and charts run on Apple’s fiscal year (Oct 1 – Sept 30).

     Having previously covered Macs, iPods, and iPhones, we'll move on to...

    4 – iPads

    This is another tricky one with the introduction of the iPad Mini on October more »

  • Apple: Earnings Look Ahead – Part 1

    By Jaan Seunnasepp - December 3, 2012 | Tickers: AAPL

    One thing is clear, Apple (NASDAQ: AAPL) is headed for another record quarter. Sales of its iDevices are leading once again as the holiday season charges out of the Black Friday/Cyber Monday gate. (See: The iPhone is back on top.) So the question is not “will it be good?” but rather “how good?”

    It’s never too early to look ahead to earnings reports. After all, the analysts are more »

  • Apple – Does This Signal Indicate a Reversal?

    By Jaan Seunnasepp - November 28, 2012 | Tickers: AAPL

    I know it is a logical tautology to say that Apple (NASDAQ: AAPL)  moves with the Dow, except when it does not. But I actually mean something here. If you look at Apple’s chart over a long time, you can see that it typically moves more or less with the Dow, although often multiplying the Dow’s moves. It is really striking to look at the chart and see more »

  • The iPhone is back on top

    By Jaan Seunnasepp - November 27, 2012 | Tickers: AAPL, BBRY, GOOG

    Apple’s (NASDAQ: AAPL)  iPhone is back on top in the USA according to the latest smartphone sales data from Kantar Worldpanel ComTech. The data covers the 12-week period ending Oct. 28, and puts the iPhone at 48.1% share vs. Android at 46.7% of the U.S. smartphone market.

    This is no small achievement, given that Apple sells just three models, compared to scores of Google’s (NASDAQ: GOOGmore »)

  • Understanding Apple – SWOT Analysis

    By Jaan Seunnasepp - November 27, 2012 | Tickers: AAPL, XOM, GOOG

    Understanding Apple – SWOT Analysis  

    Apple (NASDAQ: AAPL) now has the largest market cap of any company. It zoomed past Exxon Mobil (NYSE: XOM) and never looked back. It is one of the most popular and recognized brands worldwide, although it seems to draw as much hatred from some as love from others.

    So let’s take a look at the iconic brand here a bit removed from the daily headlines more »

  • Understanding Apple

    By Jaan Seunnasepp - November 23, 2012 | Tickers: AMZN, AAPL, BKS, DELL, HPQ

    One point that has been overlooked in  Apple's (NASDAQ: AAPL) September iPhone 5 event is the brief statement by Tim Cook that Apple sold “more iPads than any PC manufacturer sold of their entire PC line.” I would like to examine the implications of this.

    Data

    Gartner reports the following chart for worldwide Q3 PC sales:

    Table 1
    Preliminary Worldwide PC Vendor Unit Shipment Estimates for 3Q12 (Units)


    Company more »

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