chinacat
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AAPL Long since 2006
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Post by chinacat on Jan 30, 2015 17:26:19 GMT -5
Let's start with the good news: new ATH touched and highest week-closing price of 2015; best quarterly results in history. Otherwise...
??!!??WTF??!!??
Oh, well, this too shall pass. But the Amazon and Google outcomes really rankle.
Still feel great about the Lunar New Year quarter, at least as far as expected results. As for AAPL? I am trying to maintain perspective.
I need a good stiff one! How about you?
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Post by Red Shirted Ensign on Jan 30, 2015 17:42:58 GMT -5
I'm sure everyone knows the old adage about whether the stock market does better in years when the NFC champion wins the Super Bowl or the AFC champ.....so everyone should be rooting for the Seahawks, right Chinacat?
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Mav
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Post by Mav on Jan 30, 2015 18:34:56 GMT -5
Market jitters causing AAPL to give up some gains = no reason to get too worried for a buy-and-hold type, IMHO.
Apple itself can and will buy the stock. AAPL isn't exactly what you'd call vulnerable.
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Post by Red Shirted Ensign on Jan 30, 2015 18:51:03 GMT -5
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Post by Red Shirted Ensign on Jan 30, 2015 18:53:20 GMT -5
From the article:
Apple appears to be asking some high profile app developers and partners to have their Apple Watch-compatible iPhone apps prepared and ready to launch in the App Store in mid-February. According to a source that spoke to MacRumors, Apple has asked its one of its biggest Apple Pay partners to prepare an iOS application with WatchKit support that's ready to launch in the App Store by February 12.
It is unclear if Apple asking the same of other developers, but it is possible the company is hoping to test some third-party Apple Watch apps with employees ahead of the device's launch to get a better feel for battery life when using non-Apple apps. As we detailed earlier today, thousands of Apple employees in the Cupertino area are wearing and testing the device on a daily basis to work out final kinks ahead of an April launch. "
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Mav
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Post by Mav on Jan 30, 2015 19:58:01 GMT -5
I don't see how Apple won't have another event for Apple Watch before launch. They didn't get to do a proper demo that early on.
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marcellus
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Post by marcellus on Jan 30, 2015 23:46:45 GMT -5
Oh, an Apple Watch event is lock, and I predict late March with an April launch. Tim's on record for April, so if Apple is still an UPOD company, then April is the latest we see it.
I hope Apple is buying its stock hand over fist while WS sleeps off its stupor, drunk celebrating Amazon's extra 20 cents per share.
The stock market is the early favorite for being the joke of the new century.
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Mav
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Post by Mav on Jan 31, 2015 0:11:30 GMT -5
Apple bought a very "average" amount of stock back for FQ1 - "just" $5B. Interesting. Of course having $158B cash offshore is a little limiting.
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Since84
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To infinity and beyond!
Posts: 3,932
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Post by Since84 on Jan 31, 2015 6:49:31 GMT -5
RE: Amazon
Don't underestimate the ties between Blodgett and Bezos. Both of them know how the game is played and play it well.
One of the rules of pump and dump is not to allow your investors to invest elsewhere, particularly something better -- so you constantly badmouth the alternatives. Sound familiar?
One of these days the house of cards will tumble. No retailer is worth an infinite PE.
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Post by phoebear611 on Jan 31, 2015 7:47:58 GMT -5
RE: Amazon Don't underestimate the ties between Blodgett and Bezos. Both of them know how the game is played and play it well. One of the rules of pump and dump is not to allow your investors to invest elsewhere, particularly something better -- so you constantly badmouth the alternatives. Sound familiar? One of these days the house of cards will tumble. No retailer is worth an infinite PE. SPOT ON ... they are most definitely in bed together. Let's not forget Blodgett is very crafty penning lies ... which got him banned from the securities industry not that many years ago. Bezos is slippery as well. This can't possibly end well but we'll see. |
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chinacat
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AAPL Long since 2006
Posts: 2,328
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Post by chinacat on Jan 31, 2015 10:09:52 GMT -5
Following up on yesterday's operational management topic, Ewan Spence does a nice job of explaining how that translates into strategic and tactical thinking.
EDIT: See proper link below. Thanks, Red.
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Post by Red Shirted Ensign on Jan 31, 2015 10:25:59 GMT -5
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Post by Red Shirted Ensign on Jan 31, 2015 11:24:27 GMT -5
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Post by archibaldtuttle on Jan 31, 2015 11:45:04 GMT -5
PED: A bipartisan initiative to give Apple’s foreign profits a one-time tax holiday might just fly. for.tn/1Eu2qwuWhat would the effect on the stock be? The no buybacks thing seems strange considering money is fungible and all that... |
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Ted
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Post by Ted on Jan 31, 2015 11:56:40 GMT -5
Great article. The best part though is the fAndroid response. Android has 81% market share - how is that Apple winning?! 64 bit computing is useless - you need 4 gigs of RAM for it to do anything. Apple uses slaves - they only care about $$ - bring factory jobs back to the US of A. Thieving Apple got back at Samsung by stealing their big phone designs and claiming they got ripped off - oh the irony, oh the humanity... It's the frog in the rapidly heating pan syndrome. They just don't get it even as it's happening around them quickly. Our ability to read the subtle writing on the wall allows us to make great investments....subtle things like the Largest Quarterly Profit in Corporate History. I felt like writing an epic response to all the dumbshits, but realized there's no point...  Happy Super Bowl weekend to all. And let's make some new ATHs next week! |
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Post by Lstream on Jan 31, 2015 12:17:13 GMT -5
Great article. The best part though is the fAndroid response. Android has 81% market share - how is that Apple winning?! 64 bit computing is useless - you need 4 gigs of RAM for it to do anything. Apple uses slaves - they only care about $$ - bring factory jobs back to the US of A. Thieving Apple got back at Samsung by stealing their big phone designs and claiming they got ripped off - oh the irony, oh the humanity... It's the frog in the rapidly heating pan syndrome. They just don't get it even as it's happening around them quickly. Our ability to read the subtle writing on the wall allows us to make great investments....subtle things like the Largest Quarterly Profit in Corporate History. I felt like writing an epic response to all the dumbshits, but realized there's no point... Happy Super Bowl weekend to all. And let's make some new ATHs next week! Ted, As part of just wanting to understand the Android world, I joined one of the larger sites and spent some time on the forums. Including some related to iphone and Apple. There are some fandroids who are balanced, but it is futile to debate those who have arguments like the ones you mentioned. I got the sense that I was dialoging with stunted high school students that could not think beyond the simplest blind prejudice. They have it in their head that Apple is the evil oppressor, that their products are for people who can't think for themselves and so on. I did find out that many of them actually are high school students, and that much of their frame of reference is what they see going on in the mall. You made the right choice by not wasting your energy on these types. |
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Post by macwire on Jan 31, 2015 13:11:59 GMT -5
I'm totally underwhelmed by the watch. Is it ok to say that? I hope it's a raging success. But I will wait for v2 or v3. Or whenever there's a model that can charge kinectically
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JDSoCal
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Post by JDSoCal on Jan 31, 2015 13:39:09 GMT -5
PED: A bipartisan initiative to give Apple’s foreign profits a one-time tax holiday might just fly. for.tn/1Eu2qwuWhat would the effect on the stock be? The no buybacks thing seems strange considering money is fungible and all that... Well, welcome to Californians' strange world. Thank God Barbara Boxer is retiring. She's the worst. It is pretty disturbing that a Libertarian like Paul would sign off on this micromanaging of corporate profits. Amazing that the libs think a trillion of borrowed dollars dumped into the economy is a "stimulus", but God forbid stockholders be given their own, already-taxed (and to be taxed again at the individual level) dividend money! Every other country but the US has a territorial tax regime. Hopefully this nonsense will be removed from the final bill. Imagine what Apple could do with $100+B, and the potential effects on AAPL. |
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JDSoCal
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"Irrationally discounted"
Posts: 3,216
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Post by JDSoCal on Jan 31, 2015 13:40:57 GMT -5
I'm totally underwhelmed by the watch. Is it ok to say that? No, considering you haven't even seen it yet, let alone its reception. |
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Post by mace on Jan 31, 2015 13:45:31 GMT -5
...it is futile to debate those who have arguments like the ones you mentioned. I got the sense that I was dialoging with stunted high school students that could not think beyond the simplest blind prejudice. They have it in their head that Apple is the evil oppressor, that their products are for people who can't think for themselves and so on. I did find out that many of them actually are high school students, and that much of their frame of reference is what they see going on in the mall... Critical thinking classes fail to help them. Proud of what they have... rationalize the situation of owning an Android. |
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