Mav
Member
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Post by Mav on Nov 12, 2012 7:26:05 GMT -8
"If ever"?
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Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
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Post by Mav on Nov 12, 2012 7:28:27 GMT -8
This iPhone (5) is super-keen and incredibly supply constrained.
Why would Apple release a new iPhone without even having this one in supply/demand balance?
The new iPhone mini is the 4/4S...which actually weigh more than the 5...but whatever.
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Post by greedynoob on Nov 12, 2012 7:30:56 GMT -8
This iPhone (5) is super-keen and incredibly supply constrained. Why would Apple release a new iPhone without even having this one in supply/demand balance? The new iPhone mini is the 4/4S...which actually weigh more than the 5...but whatever. Hey, sometimes the shortest ones weight the most. Oops, wrong message board...
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Post by rickag on Nov 12, 2012 7:31:55 GMT -8
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Post by darrenhd on Nov 12, 2012 7:34:03 GMT -8
Well some analysts have called for a $400-range price on the stock. I'm so drained I wonder if it will ever get above $600 again. PE compression keeps happening ...(I think someone pointed out at the current rate of compression the stock will be worthless in a few years). Which is totally crazy but followed if you looked at the trend. (Obviously I know it won't go to zero I know, but still...)
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Post by Big Al on Nov 12, 2012 7:35:40 GMT -8
Why would Apple release a new iPhone without even having this one in supply/demand balance? Maybe it will be in balance once the new phone gets released?
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Post by prazan on Nov 12, 2012 7:36:08 GMT -8
In the most recent Critical Path podcast, Horace joked that good news often results in share price declines for Apple, and that no news is often the best news for the share price. He takes the issue more seriously in his newest Asymco posting, theorizing that investors like stability and any new product offering carries implied uncertainty. www.asymco.com/2012/11/12/a-dramatic-reading/
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Post by phoebear611 on Nov 12, 2012 7:36:29 GMT -8
Well some analysts have called for a $400-range price on the stock. I'm so drained I wonder if it will ever get above $600 again. PE compression keeps happening ...(I think someone pointed out at the current rate of compression the stock will be worthless in a few years). Which is totally crazy but followed if you looked at the trend. (Obviously I know it won't go to zero I know, but still...) What reputable analyst has a $400 price target?
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Post by mbeauch on Nov 12, 2012 7:45:12 GMT -8
WOW, that is the lowest I can recall.
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Post by lance on Nov 12, 2012 7:46:36 GMT -8
on google finance it says 68% institutional ownership
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Post by mbeauch on Nov 12, 2012 7:46:58 GMT -8
What reputable analyst has a $400 price target? None, total BS.
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Post by lance on Nov 12, 2012 7:47:54 GMT -8
inability to have two straight up days is starting to get silly
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Post by Iceage on Nov 12, 2012 7:51:09 GMT -8
Thinner, faster, sleeker......mixes drinks.... I would be surprised if the iphone 6s was not working its way through design metrics right now.... Agreed. The lead time on these products is not weeks, but many months if not a couple of years. I work in the R&D field and can confirm that most innovations are at a minimum one year out.
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Post by lance on Nov 12, 2012 7:56:32 GMT -8
AAPL appears to be defining a long term sideways channel between 500-700. I think a big reasons for this is EPS growth slowing and the dividend holding the stock down. Because it appears dividend investors want apple to provide a dividend which gives a close to a 2% yield.
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Post by fas550 on Nov 12, 2012 7:57:23 GMT -8
inability to have two straight up days is starting to get silly Unfortunately the broader indexes are down and we are following them. Also volume is way down compared to the last few trading days.
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Post by machouse on Nov 12, 2012 7:57:55 GMT -8
This iPhone (5) is super-keen and incredibly supply constrained. Why would Apple release a new iPhone without even having this one in supply/demand balance? The new iPhone mini is the 4/4S...which actually weigh more than the 5...but whatever. Apple could release a new one every 6 months because from factor wont change. We saw that from 4 to 4S and Im sure we'll see it from 5 to 5P. Then form factor would change once a year (Every Sept).
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Post by mbeauch on Nov 12, 2012 8:06:31 GMT -8
inability to have two straight up days is starting to get silly I am getting so tired of these gap and crap days. Up at the open on good volume (for a minute), then the slow trickle of death down. Until the machines decide it is time to go the other direction, we are stuck. I was looking for follow through today, we are not getting it. The overall market is barely down.
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Post by lance on Nov 12, 2012 8:10:43 GMT -8
I know it is early but currently on pace for 8th week in a row down.
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Post by spoonman on Nov 12, 2012 8:13:12 GMT -8
I know it is early but currently on pace for 8th week in a row down. That would be the first time in a decade I think. Wow.
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Post by phoebear611 on Nov 12, 2012 8:16:30 GMT -8
Doug Kass is going to be on Fast Money at noon today. He pounded the table and used every medium to get AAPL down - wonder how hard he will try to get the stock up?
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Post by rob_london on Nov 12, 2012 8:21:02 GMT -8
I know it is early but currently on pace for 8th week in a row down. That would be the first time in a decade I think. Wow. As I posted at the weekend, the last time AAPL had eight consecutive down weeks was in the 2000 recession.
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Post by chiongleng on Nov 12, 2012 8:30:25 GMT -8
How frequent does this fidelity website update this institutional ownership. WHen was the last time this no change. What is the data they derive to this no? maybe not updated?
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Post by blofeld on Nov 12, 2012 8:35:35 GMT -8
As I posted at the weekend, the last time AAPL had eight consecutive down weeks was in the 2000 recession.
It is too easy to read something into these patterns. You would need hundreds of years of history to know if the current sit is highly unusual... Stock returns have FAT TAILS ;-)
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Post by darrenhd on Nov 12, 2012 8:36:53 GMT -8
Well some analysts have called for a $400-range price on the stock. I'm so drained I wonder if it will ever get above $600 again. PE compression keeps happening ...(I think someone pointed out at the current rate of compression the stock will be worthless in a few years). Which is totally crazy but followed if you looked at the trend. (Obviously I know it won't go to zero I know, but still...) What reputable analyst has a $400 price target? I don't know if he is reputable or not but: macdailynews.com/2012/11/09/bond-guru-gundlach-slaps-425-price-target-on-apple-inc-stock/
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Post by rickag on Nov 12, 2012 8:38:15 GMT -8
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Post by mbeauch on Nov 12, 2012 8:38:28 GMT -8
How frequent does this fidelity website update this institutional ownership. WHen was the last time this no change. What is the data they derive to this no? maybe not updated? Chino, that data is never up to date. Heaven forbid retail investors would be given accurate date. Regardless, it is still very low.
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Post by darrenhd on Nov 12, 2012 8:39:44 GMT -8
How frequent does this fidelity website update this institutional ownership. WHen was the last time this no change. What is the data they derive to this no? maybe not updated? Chino, that data is never up to date. Heaven forbid retail investors would be given accurate date. Regardless, it is still very low. Well I think it is safe to say it is over 60% but not more than the low 70's.
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Post by phoebear611 on Nov 12, 2012 8:40:21 GMT -8
Gundlach is an idiot when it comes to AAPL. He does well in bond world and did his trade "on a hunch" because he felt it was over owned in his own words. He uses $425 because that is where he initiated his trade. He happened to do well here but if you ask him ANYTHING about the company - he doesn't know jack shit. Of course he can spew all about Picasso, Monet, etc.....that's his little niche.
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Post by darrenhd on Nov 12, 2012 8:42:52 GMT -8
Gundlach is an idiot when it comes to AAPL. He does well in bond world and did his trade "on a hunch" because he felt it was over owned in his own words. He uses $425 because that is where he initiated his trade. He happened to do well here but if you ask him ANYTHING about the company - he doesn't know jack shit. Of course he can spew all about Picasso, Monet, etc.....that's his little niche. Understood. I have yet to see sentiment change on AAPL, so we will see how far it goes. It is now under $540 per share as I write this. One would hope at some point this will turn around, but it seems to me Apple, being a leader, has a big bullseye on their back and everyone and their brother tries to stir up FUD to knock them down. And so far that death-by-a-thousand-needles strategy is working.
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Post by darrenhd on Nov 12, 2012 8:43:32 GMT -8
Gundlach is an idiot when it comes to AAPL. He does well in bond world and did his trade "on a hunch" because he felt it was over owned in his own words. He uses $425 because that is where he initiated his trade. He happened to do well here but if you ask him ANYTHING about the company - he doesn't know jack shit. Of course he can spew all about Picasso, Monet, etc.....that's his little niche. Understood. I have yet to see sentiment change on AAPL, so we will see how far it goes. It is now under $540 per share as I write this. One would hope at some point this will turn around, but it seems to me Apple, being a leader, has a big bullseye on their back and everyone and their brother tries to stir up FUD to knock them down. And so far that death-by-a-thousand-needles strategy is working. It seems investors are very skittish and sensitive and are a herd.
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