Thursday, February 19, 2015

Apple's Dirty Little Rare Earth Secret - Apple Inc. (NASDAQ:AAPL) | Seeking Alpha

Apple's Dirty Little Rare Earth Secret - Apple Inc. (NASDAQ:AAPL) | Seeking Alpha



Here is an outstanding article which covers Apple, its suppliers, and its use of rare earth elements in iPhones.  The article goes into great detail about how REEs are essential to Apple's phones.  Apple's suppliers use REEs as well to produce iPhone parts.  Three notable companies are NXPI, SWKS, and AVGO.  I own the first two of these suppliers, and I am planning to buy AVGO (Avago) within a week.



In addition, the author suggests three American REE companies that Apple could rely on rather than China for rare earth elements.  REE, TRER, and UURAF were the companies that were mentioned.  I own TRER and UURAF, and I have owned REE in the past.  Be aware that rare earth companies are very volatile.  A small position could become a large one if a rare earth company takes off, though.

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