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Post by nate010203 on Oct 25, 2012 15:35:41 GMT -8
Hey! Guess what?! We filled the 585-ish gap!! does afterhours gap filling count?
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JDSoCal
Member
Aspiring oligarch
Posts: 4,183
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Post by JDSoCal on Oct 25, 2012 15:40:26 GMT -8
Hey! Guess what?! We filled the 585-ish gap!! does afterhours gap filling count? When 3.6M shares are traded, it does. If you believe in that total bullshit amazing art that the wonderful lovemyipad practices in her spectacularly bedazzling manner.
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JDSoCal
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Aspiring oligarch
Posts: 4,183
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Post by JDSoCal on Oct 25, 2012 15:40:46 GMT -8
Insult to injury, SAMEsung beats.
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Post by nate010203 on Oct 25, 2012 15:40:54 GMT -8
does afterhours gap filling count? When 3.6M shares are traded, it does. If you believe in that total bullshit amazing art that the wonderful lovemyipad practices in her spectacularly bedazzling manner.
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Post by wheeles on Oct 25, 2012 15:47:02 GMT -8
Hey! Guess what?! We filled the 585-ish gap!! But not the one at 583.33.
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Post by qualitywte on Oct 25, 2012 15:49:04 GMT -8
Tim said very very robust iphone 5 demand. Confident in ability to supply quite a few iphones. "quite a few"..... a sh::load of them?
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Post by ccs on Oct 25, 2012 15:52:02 GMT -8
How do you all feel the next dividend will affect the stock price. Ex-divi date Nov 8th. It won't. A $600+ stock paying a $2.65 dividend ?? It's laughable , anyone who buys this stock for that measly dividend needs a lesson in investing. Especially when you consider the volatility involved. That said ... I'm looking forward to seeing it in my account !! I would not be surprised if the dividend is increased after next quarter. It's almost insulting...
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Post by qualitywte on Oct 25, 2012 15:58:52 GMT -8
Can't wait for the 60 billion revenue announcement in the next earnings. How many aircraft carriers is that?
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Post by adamthompson32 on Oct 25, 2012 15:59:17 GMT -8
One concern I do have: usually yes their estimates are way under but this time they gave a reason for pause. I'll look over the transcript to be accurate but when he said, even emphasized that the reason for lower guidance than last year was because they recognize revenue over the product life cycle, not all at once and the Dec qtr is not typically a robust qtr for recognizing past revenue. We need to get smarter on this to see how this could affect numbers. What I'm saying is if all out estimates are based on number of units sold BUT they only recognize a percentage of that unit, it is exponentially significant and the increase of number of units YoY may not be able to compensate the difference. Thoughts? This is almost meaningless in the grand scheme of things.
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Post by adamthompson32 on Oct 25, 2012 16:01:19 GMT -8
How do you all feel the next dividend will affect the stock price. Ex-divi date Nov 8th. I think it will move the stock $.01 or $.02.
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Post by nate010203 on Oct 25, 2012 16:06:05 GMT -8
It won't. A $600+ stock paying a $2.65 dividend ?? It's laughable , anyone who buys this stock for that measly dividend needs a lesson in investing. Especially when you consider the volatility involved. That said ... I'm looking forward to seeing it in my account !! I would not be surprised if the dividend is increased after next quarter. It's almost insulting... Yeah free money is insulting.
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Post by fas550 on Oct 25, 2012 16:08:23 GMT -8
One concern I do have: usually yes their estimates are way under but this time they gave a reason for pause. I'll look over the transcript to be accurate but when he said, even emphasized that the reason for lower guidance than last year was because they recognize revenue over the product life cycle, not all at once and the Dec qtr is not typically a robust qtr for recognizing past revenue. We need to get smarter on this to see how this could affect numbers. What I'm saying is if all out estimates are based on number of units sold BUT they only recognize a percentage of that unit, it is exponentially significant and the increase of number of units YoY may not be able to compensate the difference. Thoughts? This is almost meaningless in the grand scheme of things. Why?
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Post by fas550 on Oct 25, 2012 16:09:52 GMT -8
One concern I do have: usually yes their estimates are way under but this time they gave a reason for pause. I'll look over the transcript to be accurate but when he said, even emphasized that the reason for lower guidance than last year was because they recognize revenue over the product life cycle, not all at once and the Dec qtr is not typically a robust qtr for recognizing past revenue. We need to get smarter on this to see how this could affect numbers. What I'm saying is if all out estimates are based on number of units sold BUT they only recognize a percentage of that unit, it is exponentially significant and the increase of number of units YoY may not be able to compensate the difference. Thoughts? This is almost meaningless in the grand scheme of things. Sorry Adam. Why do you think so?
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Mav
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Posts: 10,784
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Post by Mav on Oct 25, 2012 16:10:11 GMT -8
See?
That wasn't so bad.
I'm mega bullish on AAPL now. Gotta stay disciplined as I begin buying more soon...
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Post by jcaron on Oct 25, 2012 16:11:43 GMT -8
Can I have yours, I simply want to spare you the insulted feeling ;D It won't. A $600+ stock paying a $2.65 dividend ?? It's laughable , anyone who buys this stock for that measly dividend needs a lesson in investing. Especially when you consider the volatility involved. That said ... I'm looking forward to seeing it in my account !! I would not be surprised if the dividend is increased after next quarter. It's almost insulting...
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Post by nate010203 on Oct 25, 2012 16:19:20 GMT -8
Has anyone worked out the new P/E ratio? TTM $44.16 makes a P/E of 13.76 at a price of 609. $127 per share in cash.... 700/44.16= 15.85 p/e I think apple gets back up to 700+ by the end of the year. Roughly a little more then 2 months to go up 90 dollars.
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Post by adamthompson32 on Oct 25, 2012 16:22:25 GMT -8
This is almost meaningless in the grand scheme of things. Sorry Adam. Why do you think so? Because, mathematically, it is.
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Post by fas550 on Oct 25, 2012 16:27:23 GMT -8
Sorry Adam. Why do you think so? Because, mathematically, it is. If you don't want to justify your statement completely that's fine. If you'd care to explain how you understand rev rec over what time period that would be more helpful. I was under the assumption we were all here to help each other. If you don't care to that's okay and ill quit asking you the question?
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CdnPhoto
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Post by CdnPhoto on Oct 25, 2012 16:27:57 GMT -8
TTM $44.16 makes a P/E of 13.76 at a price of 609. $127 per share in cash.... 700/44.16= 15.85 p/e I think apple gets back up to 700+ by the end of the year. Roughly a little more then 2 months to go up 90 dollars. For reference, after the previous quarter where we ended just around $600 and missed expectations, we were up over $700 in under 2 months.
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Post by nate010203 on Oct 25, 2012 16:39:47 GMT -8
700/44.16= 15.85 p/e I think apple gets back up to 700+ by the end of the year. Roughly a little more then 2 months to go up 90 dollars. For reference, after the previous quarter where we ended just around $600 and missed expectations, we were up over $700 in under 2 months. Well obviously the sooner we get back up to where we were the better. I dont think apple keeps a 13 p/e for very long. The dividend will help a bit while I wait. I dont think I am going to trade apple, well at least until apple makes some gains then I can think about taking some off the table for a wtf sale. Yes trading apple can lower my cost basis if I do it right but trying to daytrade is pretty much a gamble and being on the wrong side of a trade can mean hundreds of dollars lost within seconds.
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Post by rosie on Oct 25, 2012 16:50:37 GMT -8
the macro circumstances of the next few months may suggest more volatility that's not an Apple or aapl issue. Today's call simply reinforced the fact that we will all land on our feet, albeit just a couple of months further into 2013 than we might have hoped for when we were still around 700+.
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Post by rickag on Oct 25, 2012 16:54:05 GMT -8
Hey! Guess what?! We filled the 585-ish gap!! Gallows humor? Then again I will force myself to believe, hope you don't mind if I still hold my remaining cash for any dip to the 200 day SMA . Exhausting day.
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Post by podboy on Oct 25, 2012 16:54:52 GMT -8
Lets talk about EPS shall we?
So far we have goog 2.18 + Amzn -$0.23 + nflx $0.11 + msft $0.53 = $2.59 aapl $8.67......or 3.35 x's (goog, msft, nflx, and amzn combined)
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Post by podboy on Oct 25, 2012 16:56:28 GMT -8
Only thing is they all have different outstanding shares, so keep that in mind
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Post by podboy on Oct 25, 2012 17:05:59 GMT -8
How about revenue?
Msft 4.47 billion, goog 2.18 billion, nflx 0.3 billion, amzn -0.27 billion.......AAPL 8.67 billion
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Post by qualitywte on Oct 25, 2012 17:07:09 GMT -8
I liked the flying and floating car comment best
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Post by mbeauch on Oct 25, 2012 17:20:25 GMT -8
After reading all the analyst comments about AMZN, I am stunned. At least the analyst are OK with Apple's Q4 rev number. I just do not get how a company could have negative earning(AMZN) and still have a P/E of 272.
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Post by Tetrachloride on Oct 25, 2012 17:22:37 GMT -8
There's a continuous line of sarcasm at Stocktwits stocktwits.com/symbol/AMZNHere's one -- Bezos did not even show up for the conference call. my calculation is that EPS is now 0.73 and PE is back to around 300.
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Post by qualitywte on Oct 25, 2012 17:34:45 GMT -8
On one of the blogging sites, I thought I saw where Tim said they may buy back more shares. Was I dreaming?
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Post by phoebear611 on Oct 25, 2012 17:36:35 GMT -8
Guidance for this quarter $34.0 billion revenue $7.65 EPS Actual: $36 billion in revenue and $8.67 per share in profit.
Not bad at all in hindsight....who are we kidding and where is the miss? They have ALL the info - the rest of us are shooting blanks in the dark.
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