Apple’s up big, though we’ve seen that before lately, haven’t we? I’m not selling any of my Apple yet, which remains my largest position. As I repeatedly outlined last week, now that the xMas iPad/iPhone selling season is here, we’ll need to see analysts raising their numbers for each into year-end. And today we’re seeing several reports of raised estimates for iPhone 5 sales this quarter (JP Morgan even upped their estimates for iPhone 5 sales this quarter from their prior guess by nearly 15%). More supply of the iPhone is hitting and that’s enabling supply to meet demand and that demand for both the iPhone 5 and the iPad Mini is likely quite a bit stronger than the analysts expected.

On a similar note, please do give me your feedback on the Windows 8 and whether you’ve tried it and/or whether you’re going to get a new smartphone, tablet or PC and what kind you’ll be getting next. Here’s some great feedback from my column discussing my pessimism about the Windows 8 reception yesterday:

Hello Cody,

 

First off I would like to say thank you for your work. I must say that following your playbook and your simpliest of advice has allowed me to learn the basics of trading much better than any other columns I have read, technical analysis, indexes of financial terms, etc. 

 

I have only been investing seriously for about a couple of years, my first being very painful. This yesr however as I have followed your basic strategies I have been able to realize some nice gains, most notably with AAPL, FIO, and T. 

 

On a second note in repsonse to your post about Windows 8 driving Mac sales, I agree with your sentiment regarding Microsoft and the Windows 8 reception. I am a Design Engineer w/ PNY Tech in NJ and I have been working with the OS since the early fall before it was released (even though i typically design hardware) and I find it painfully obnoxious. 

 

It appears to me that Microsoft essentially smashed Windows Phone and Windows 7 together without any particular amount of effort, strategy, or grace. It feels very eerily similar to those terrible “in between” versions of Windows in the past like Vista or 2000. It seems as though Win 8 is a rough beta of Windows 9 much the way I feel Vista was essentially a Win 7 Beta for public use (or torture).

 

I think this will drive people towards apple desktops at least those unlike myself who are unwilling to stick with win 7 until something better or until Microsoft pulls the support plug.

 

Again thank you for your hard work and research and for sharing that with the public. I look forward to reading many more of your posts and subscribing to your site in the very near future.

 

Best Regards,

Ty

Is Windows 8 actually helping drive incremental new sales of Macs and/or iPads and/or Androids? Tell me your thoughts in the subscriber chat at TradingWithCody.com or email me at support@tradingwithcody.com and I’ll publish a column with analysis from your input.