Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Aug 23, 2017 2:48:48 GMT -8
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Post by Apple II+ on Aug 23, 2017 9:02:00 GMT -8
Tomorrow being August 24 means Tim Cook will vest his annual performance-based stock bonus based on Total Shareholder Return (TSR) for the last three years since 8/25/14. He has earned 100% of it, because TSR puts it well within the top third of S&P 500 companies for that time period. He has earned this award every year since the first one in 2014, and it continues through 2021. Let's see if he earns 100% every year through 2021. Good luck, Tim and all the longs!
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Post by artman1033 on Aug 23, 2017 9:54:59 GMT -8
Tomorrow being August 24 means Tim Cook will vest his annual performance-based stock bonus based on Total Shareholder Return (TSR) for the last three years since 8/25/14. He has earned 100% of it, because TSR puts it well within the top third of S&P 500 companies for that time period. He has earned this award every year since the first one in 2014, and it continues through 2021. Let's see if he earns 100% every year through 2021. Good luck, Tim and all the longs! AS I RECALL:Mr. Cook's original award was for 1 million shares valued at the time $367 million.
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Post by Apple II+ on Aug 23, 2017 10:09:17 GMT -8
Tomorrow being August 24 means Tim Cook will vest his annual performance-based stock bonus based on Total Shareholder Return (TSR) for the last three years since 8/25/14. He has earned 100% of it, because TSR puts it well within the top third of S&P 500 companies for that time period. He has earned this award every year since the first one in 2014, and it continues through 2021. Let's see if he earns 100% every year through 2021. Good luck, Tim and all the longs! AS I RECALL:Mr. Cook's original award was for 1 million shares valued at the time $367 million. Correct, it was 1 million shares. In 2013 they modified the original award to be more performance-based: www.macrumors.com/2013/06/21/apple-board-modifies-tim-cook-ceo-bonus-stock-award-to-be-more-performance-based/
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ono
Member
compensation
Posts: 550
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Post by ono on Aug 23, 2017 12:41:07 GMT -8
Katy is bullish, about Apple in China too. $182./target. finance.yahoo.com/news/talked-most-bullish-apple-analyst-190731569.html?.tsrc=rssHuberty: From a macro standpoint, China is misunderstood by the market. If you look at Apple's results over the past year, China is a disappointing region. The investment-community dialogue around that is that Apple may be losing its edge to local Chinese-branded smartphone makers like Vivo or Lenovo. We absolutely do not think that's the case. I'd point out a couple of things. If you look at Apple's China business, Macs are growing double digits, iPads are growing double digits, services are growing double digits, but iPhone is not growing. It’s highly unlikely that Chinese consumers are paying $2,000 for a Mac at home but carrying a cheaper smartphone device with them. More likely, the explanation is that Apple's retail system is alive and well. High-end Chinese users want to buy Apple products, but the iPhone has not had a form-factor change for three years. We believe that Chinese consumers are just waiting for that change and that pent-up demand will demand a significant acceleration of growth in Apple's 2018 fiscal year. The last point I'd make is that Wall Street looks at shipment data, and if you look at that data set, you'll see that local Chinese companies are taking share. We think that data is misleading. If a company ships products into a channel somewhere, even if that phone isn't purchased and activated, it still counts as a shipment. You've seen weakness at a number of semiconductor companies that sell into those cheaper brands. Their business has been very weak because there's inventory in the system. That means the shipment data is overstated. The quality of those devices is not as good as an iPhone, and therefore they don't last as long. They tend to get upgraded every 18 months, whereas an iPhone tends to get upgraded every two to three years. What that means is you have to sell a lot more of them to have the same market share of the installed base. The shipment data is misleading. Wall Street looks at that and says Apple is losing its edge. The reality is, there's pent-up demand as Chinese consumers who always want to be seen with the latest form factor and new technology are waiting for a big product refresh, which is coming next month.
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Post by CdnPhoto on Aug 23, 2017 12:48:52 GMT -8
Katy is bullish, about Apple in China too. I personally see Katy as one of the best analysts when it comes to AAPL.
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Post by tuffett on Aug 23, 2017 15:51:43 GMT -8
Katy is bullish, about Apple in China too. I personally see Katy as one of the best analysts when it comes to AAPL. I agree, and it's funny, because she was rightly considered one of the worst a few years ago.
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Post by davidstevenson on Aug 24, 2017 10:49:21 GMT -8
I personally see Katy as one of the best analysts when it comes to AAPL. I agree, and it's funny, because she was rightly considered one of the worst a few years ago. I suspect what happened to Katy was that her manager (likely at the strong suggestion from a Very Important Client or several) told her to do better in her analysis and she doubled (at least) the time she spent on AAPL (I don't know how many companies Katy covers, but it's got to be more, maybe significantly more, that just AAPL). For the last few years her notes have been longer and more nuanced than I remember from earlier: before she was just another voice in the chorus in the echo chamber, but recently she stands apart (in my opinion).
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