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AAPL

Meh, is Nike going to have a smart car?

Apple is potentially just getting started. There are really endless possibilities from here; cars, watches, glasses, tv, radio, internet of everything, cyborg interfaces, all working perfectly together. When they expand into a new area, they destroy everyone. Nobody can compete.

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^that was all with steve jobs, lets see how the iwatch does

"You want a quote? Haven’t I written enough already???"

RIP

^ It’s just Watch yo, no iWatch.

I thought the market got over this when the new iPhone proved itself. It’s really about the design team, which is still there and kicking butt.

But yeah, it will be interesting to see how Watch does, and the new radio subscription thing. I’ll be holding stock in the meantime, since even without any new wins, iPhone alone can shoot them into further greatness. Lots of potential buyers still out there.

steve jobs is what made apple great again. it will be interesting to see where the company is 5-10 years from now

"You want a quote? Haven’t I written enough already???"

RIP

Apple’s Share of Smartphone Industry’s Profits Soars to 92%
 

Roughly 1,000 companies make smartphones. Just one reaps nearly all the profits.

Apple Inc. recorded 92% of the total operating income from the world’s eight top smartphone makers in the first quarter, up from 65% a year earlier, estimates Canaccord Genuity managing director Mike Walkley. Samsung Electronics Co. took 15%, Canaccord says.

Apple and Samsung account for more than 100% of industry profits because other makers broke even or lost money, in Canaccord’s calculations.

Events last week highlighted the lopsided financial picture. Apple is asking suppliers to make a record number of new iPhone models. Meanwhile, Samsung forecast disappointing profits, HTC Corp. reported a quarterly loss, and Microsoft Corp. wrote down 80% of the value of the smartphone business it acquired from Nokia Corp. last year.



http://www.wsj.com/articles/apples-share-of-smartphone-industrys-profits...

Of course, AAPL is losing ground, not cool anymore, makes a commodity product…

^how long is your holding period?

"You want a quote? Haven’t I written enough already???"

RIP

I’m holding till earnings; we get this bump with Greece, we know iPhone sales will be huge, it hits $130+ before/after earnings, and before rate hike, I sell.

AAPL hitting $127 on the new iPod touch announcement.

Earnings next Tuesday, everyone scampering to get shares…

purealpha wrote:

AAPL hitting $127 on the new iPod touch announcement.

Earnings next Tuesday, everyone scampering to get shares…

nobody is covering their AAPL short positions just yet.. NKE hitting new highs, up 8% in just 1 month. yey

Yo, wake up, it’s profit taking day!

I’d like to sell a bit if it hits $134 in regular hours, then hold the rest until earnings (after close). Can we get $136 please?

#holdforever

Naw way, I churn it!  

Why realize the profit once when we can realize it multiple times?

that didnt work out

"You want a quote? Haven’t I written enough already???"

RIP

Meh, worked out pretty good. Flipped 1/3 @ $132 in market open, bought the 1/3 back at $120.5 after hours…so some profit and brought avg cost down a wee bit. Would have liked to unload the whole thing at $136 but no luck.

So back to sitting and waiting, probably it works back up over the next weeks as people realize they totally killed it, again.

Bought at 450 (or 64 takign 7x split into account), sold at 103.80. doh

Just bought some more at $122.33, churn and burn baby!

purealpha wrote:

Just bought some more at $122.33, churn and burn baby!

Let me guess, you decided to short at the last minute and made tons of money?

Hey Hamilton, have a holly jolly Christmas.

IsThereAny wrote:

Let me guess, you decided to short at the last minute and made tons of money?

No I don’t have precognition, just better market instincts than almost anyone here. Did flip some when it did the fake spike up right before the decline, then bought it back lower, still holding. We’ve seen this all before…irrational fears, then we get holiday sales and it’s $130+ again. That’s base case.

AAPL 13.1X

MSFT 32.8X

purealpha wrote:

AAPL 13.1X

MSFT 32.8X

AAPL has beta > 1 which MSFT/NKE et al do not. ultimately if AAPL screw up a couple of products they’re finished. MSFT have already been there ;)

^ finished? what does that mean?

..like share price goes to a dollar y2k era.

I don’t think you actually believe that. To say it will fall in value substantially for some reason or other is a reasonable claim if there’s research out there to back it up, but a 1$ per share valuation would require a pretty severe set of problems, far greater than just launching a couple bad products, and I think even the most extreme bears on the stock would agree with that. What’s your 1 year target range with say, a 75% confidence interval from low to high?I’m thinking 85 to 150.

If you look at the chart it was trading at about $80 as recently as June 2014.. its essentially THE SAME COMPANY, nothing has materially changed.. The cash and dividend can support this stock for years to come but it could be a case of where the stock goes nowhere

As usual lots of questionable analyses which don’t fit the data and defy logic:

A) “Nothing has changed since 2014”. We found out that AAPL is making more money than anyone on the planet. We found they are selling massive phones all over Asia, and they aren’t anywhere near done addressing all the potential demand. We found they rule like 90% of smart phone profits. They launched multiple new products.

B) “Because AAPL has a beta > 1, if they make a misstep they are done”. Really?

There is nothing to drive the stock higher in the short term; it’s August, things are slow, rate hike coming. We could see a new low if the market as a whole gets irrational with the 25bps hike, that’s when we buy more (anything below $110 is over-the-top mispricing). Without any surprise announcements, Q3 earnings and holiday earnings are the next events.

^^ “We found out this or that”… Consensus estimates have been projecting 15%+ annual EPS growth through 2016 for years.. It was never a surprise that iPhone 6 was a huge success.

The stock is so well covered, sell side knows how many rolls of toilet paper the company is ordering at head quarters.. There are no surprises here.. Stock was trading at $105 in January and I think it can go lower.

The true beta of the stock should be 1.. When risk is on it will go higher. The actual earnings releases mean nothing.. Tracking data from suppliers,/ retailer leave little mystery on a quarterly basis.

danv0330 wrote:
It was never a surprise that iPhone 6 was a huge success.

LOL, okay. Then why the big surprise and adjustment back when Jan results came out?

If you read AnalystForum, including this thread, you will see it WAS a surprise. It wasn’t a surprise to me, but we had people on here saying “big phone, who wants that?”. 

Just bought some more at $106, wacky low price.

Fact is iPhone will keep selling just fine in China, not sure the market “logic” causing this price.

if this is wacky low, you may be surprised that AAPL will probably keep falling if the market keeps falling. there are hundreds of better stocks to buy at the moment which are down far more than 20% from their highs. imo.

Naw, AAPL @ 12.3 P/E, with holidays not that far away, is the best thing going.