AAPL

Our take on the investing, financial, & economic themes of the day

Taking Stock of Apple’s Huge 4th Quarter

28 January, 2015 by Matthew O'Brien, Ph.D. in Commentary
The other day I posted on some of the highlights of Apple’s recent quarter, and now that its earnings report is out, we know just how well the company did.  The gist, as the Wall Street Journal reports, is that compared to the previous year Apple sold considerably more iPhones at higher ... read more...

Apple Roundup: Mobile Payments, China, iPhone 6, & Earnings

26 January, 2015 by Matthew O'Brien, Ph.D. in Commentary
There have been a couple of interesting items about Apple recently, which is one of our core information technology holdings. Apple Pay Picks up Steam The WSJ reports that after three months of operations, Apple Pay has begun to succeed at getting shoppers to adopt it.  According to Apple, ... read more...

Don’t forget about Apple’s other product: computers

9 October, 2014 by Matthew O'Brien, Ph.D. in Commentary
All the hype about Apple’s latest iPhone and its new watch, and before that the iPad, has overshadowed the product category that got Apple started, which of course is the Macintosh computer.  Although Mac desktops and laptops have been consistently popular in the US, their relatively high ... read more...

All Stock Buybacks Aren’t Created Equal

6 August, 2014 by Matthew O'Brien, Ph.D. in Commentary
Companies are often poor buyers of their own stock, since generally they tend to buy near market highs.  This is one reason why share repurchases can be treated by investors with some suspicion.  Another reason is that buybacks are sometimes timed in order to cancel out the shareholder-diluting ... read more...

Apple’s Impressive Comeback

Apple is one of O’Brien Greene’s core technology holdings.  In January of 2013 I wrote a post, “Taking Stock of Apple,” which commented on the big sell off that hit Apple at the end of 2012.  Happily, we argued for holding on, since although Apple’s growth was ... read more...