Zach Bass's Comments Stream Stats
- 82 Comments, 6
, 4 
- Total Comment Stream rating - = 2
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Little Optimism for 2009 Markets
Of course this prediction is largely predicated upon the market maintaining support above the November lows. If we fall below support and are heading for the lows at the time of Apple earnings, I would steer clear any equity positions.
On Dec 29 10:20 AM TimboM wrote:
> Hi Zach - I believe that your premise is currently that fundamentals
> don't matter (or at least matter very little) but I would like you
> to comment on the earnings forecast for AAPL for this quarter which
> comprises about 35% of their annual sales and profit.
>
> AAPL itself released guidance that was both low and in a wide range:
> $1.06 to $1.35. Analysts have a consensus of $1.40. Last year in
> this quarter they were at $1.76.
>
> Any comments on what it may be, and perhaps what effect it may have?
>
>
> Thanks.
S&P 500 and Apple Playing Out Bearish Patterns
Besides, I have no position with Apple. I have taken occasional short positions against the market, as anyone would when a market is being controlled by bearish forces.
More Proof the Bear Rally Is Over
Apple markets to the individual. The Mac needs a Trojan horse to bring it into the enterprise, much like execs did with the iPhone, helped by Apple providing minimal enterprise support. Once you get past the buyers, then you need to get past the IT guys who don't want to support another platform.
I think if Apple concentrates more on small to medium sized businesses, it will have far more success, and it's a bigger market to boot.
On Dec 19 08:42 AM Roger Knights wrote:
> ... its fundamental design is much more robust and
> secure than Windows, protecting users (for the most part) from losses
> and headaches due to malware, and from overhead due to malware-protection
> software. An article by John Markoff in the NYT a couple of weeks
> ago estimated the annual direct and indirect losses from such malware
> at $100 billion worldwide, and mentioned that the Mac has escaped
> so far. A large segment of the computer user population is wising
> up to that fact -- that's the strong foundation of Apple's franchise.
> It's not just cool-appeal or slickness. That's where conventional
> analysts like Huberty go wrong.
Apple Analysts Reality Check: Bear Rally Is Over
> Calling the end to this bear rally is simply a guess. It will end
> when it ends. You cannot make a call such as this.
Well Ames, I beg to differ. I can make any call that I like. Now as to the question of it's validity, it was based on my analysis where I see a break in the current trend. It wasn't a guess, it was a confluence of indicators and patterns that point to a higher probability that this trend is over.
Should Apple Investors Feel Good About Yesterday's Rally?
On Nov 25 10:59 AM sfhc21 wrote:
> You can always tell a Zach Bass article by it's title...Doom and
> Gloom boys. Doom and Gloom. Even a monkey is right 50% of the time.
>
>
> But Zach is right. Cash is king until sanity returns to the market.
> It may take awhile. Maybe January earnings will be that turning point,
> once "investors" realize that Apple blew out expectations once again.......nah.
Should Apple Investors Feel Good About Yesterday's Rally?
So, I would say taking long positions right now would not be prudent. Wait and see what transpires at this important pivot point. See the following link: tinyurl.com/65jybh
That link is one of my daily email alerts, from this morning. I send out several a day. If you are interested, then sign-up here. It's completely free!
www.zacharybass.com/ab...
On Nov 25 09:21 AM Buy AALP wrote:
> I,m look at buying Apple and my question is should I wait till it
> go's to 85 or NOW.
Apple Falls Flat as Market Rebounds - Is There Really Investor Confidence?
On Nov 24 02:14 PM bobsaf wrote:
> Zack:
> Whether or not you have a hidden agenda in your AAPL views, I had
> more respect for you before your slide into the kind of slurs that
> don't belong here,specifically in your reply to ND:
> "How about Apple Lemming or Mac Psycho? Would that work better for
> you, you PC piece of crap!"
Apple Falls Flat as Market Rebounds - Is There Really Investor Confidence?
On Nov 24 01:32 PM ND wrote:
> "Mac Psycho?" Now THAT has a nice ring. Or maybe iPsycho. BTW: I
> was being facecious (maybe I should start using a "smiley face")
> Hope PC in your post means "politically correct." 'Cause I'm a Mac.
Apple Falls Flat as Market Rebounds - Is There Really Investor Confidence?
How about Apple Lemming or Mac Psycho? Would that work better for you, you PC piece of crap!
On Nov 24 12:40 PM ND wrote:
> I don't like the term "fanboy." It sounds like a gay slur. Well,
> I like Apple, AND I like women. Do backers of other stocks get called
> names like this? Just wondering.
Apple Falls Flat as Market Rebounds - Is There Really Investor Confidence?
On Nov 24 10:16 AM brewer wrote:
> Zach, at first you tried to make it sound like you were trying to
> 'save' investors when you first started 'warning' about the economy
> and about Apple (while professing to be a fan of the company).
>
>
> Now you don't seem to bother with that, you just insist that it must
> go lower. Why?
Can You See Apple Under $60?
On Nov 24 12:26 AM taojaxx wrote:
> I e mailed that article to myself to reflect on it when we get out
> of this mess.
> Typical projection of the last 5 days in the coming 5 years. Plus,
> talking his own book... Remember the key question: are you short
> because you're bearish, or are you bearish because you're short?
Can You See Apple Under $60?
And besides the fact that Macs have value and utility, they are beautiful to boot!
Can You See Apple Under $60?
What I'm saying is that investors peg certain levels in the market, the way we draw lines in the sand. And there are no lines in the sand between 775 and 666. And so long as there's nothing underneath to prop the market up, and uncertainty has pushed volatility and fear to a crescendo, then stock price has nowhere to go other than down.
As stocks go down, so does wealth. As wealth deteriorates investment ceases and jobs are lost. As jobs are lost, money no longer flows, with no sales, things deflate.
Apple Analysis: When Leaders Don't Lead
Andy Z. is an expert at analyzing company fundamentals. I do no such thing. I provide analysis based strictly on technical analysis. I think fundamentals have their place in longer term valuation, or comparative analysis, but quite frankly fundamentals are of little use for determining the direction of stock price, in all time frames (near, mid and long-term).
Determining the direction of stock price is what I do. Fundamentals can have some affect on price during certain events, it can also affect to a degree, a stock's level of resilience to market and sector moves. But the thing that determines ALL price direction is investor sentiment.
And that's what I do. I read investor sentiment and determine the most likely direction a stock will take. So if you don't believe in Technical Analysis or the analysis of Mob behavior, say so. But don't say that my analysis sucks because you don't understand it or that you think TA is a bunch of hooey.
Apple Analysis: When Leaders Don't Lead
It was all pure emotion. Investors are looking for any glimmer of hope to hang themselves. Trying to rationalize these itty bitty rallies is foolish. Things turn on a dime, until the volatility retreats, we're going to be stuck in this distortion field.