chinacat
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AAPL Long since 2006
Posts: 4,429
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Post by chinacat on Apr 18, 2018 5:32:01 GMT -8
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Post by gtrplyr on Apr 18, 2018 5:37:13 GMT -8
Does anyone know when Apple reports? I'm REALLY hoping they actually do something with the dividend since us longs have been so patient waiting to get some benefit from all the cash overseas. I must admit ... watching the market go bananas this last few months and not really seeing the kind of growth in Apple's SP, especially considering Apple has more to gain from the tax break than any company I can think of, has been very frustrating.
Apple could financially engineer this stock 30+ points just by increasing the dividend and accelerating buybacks.
Cheers to the longs ....
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chinacat
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AAPL Long since 2006
Posts: 4,429
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Post by chinacat on Apr 18, 2018 5:42:45 GMT -8
Does anyone know when Apple reports? May Day
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chinacat
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AAPL Long since 2006
Posts: 4,429
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Post by chinacat on Apr 18, 2018 7:10:43 GMT -8
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Post by Luckychoices on Apr 18, 2018 10:35:38 GMT -8
Always good to see this information getting out there... 8 Of The Top 10 Most Profitable Smartphones On The Planet Are Made By AppleIn a new report released by Counterpoint Research, global smartphone profits declined by 1% last quarter, thanks to a maturing mobile market. But an astonishing eight of the top ten phones by profit share were made by Apple. One of the most expensive phones on the planet, the iPhone X, leads the way with 35% of global smartphone profits, followed by Apple's other new models: iPhone 8 and iPhone 8 Plus. Two year-old models, the iPhone 7 and 7 Plus, are fourth and fifth. That's impressive but it makes sense, because Apple captures 51% of global smartphone revenues. That's three times as much as Samsung, and seven times Huawei, and accounts for $61 billion in revenue just last quarter. Only in sixth spot is Apple's dominance challenged by rival Samsung, with the Galaxy Note 8. In fairness to Samsung, the Korean company spreads its considerable global shipments -- over 300 million units in 2017, according to Gartner -- over many more devices. In 2014, for instance, the company decided to trim its lineup from a staggering 56 different devices to around a still-high 40. Currently, Samsung offers fewer yet, with 11 main models plus some variants. All told, Apple captured 86% of total smartphone profits, according to Counterpoint. And iPhone X, despite being controversial for its historically high price point, stands in a class by itself for profitability:"iPhone X generated 5X more profit than the combined profit of 600+ Android OEMs during Q4 2017," says Karn Chauhan, a research analyst for Counterpoint. Also interesting: despite recently giving up on the lucrative U.S. market, Chinese manufacturer Huawei grew its profits by 59% year-over-year. Mobile is not the only market Apple dominates: the company also owns 59% of global wearable tech revenue, thanks largely to the Apple Watch series three.
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4aapl
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Post by 4aapl on Apr 18, 2018 11:06:24 GMT -8
From yesterday: There's a lot of good thought provokers in there. The simple one at the end is the pull-to-refresh option. I know that gets me a lot (On linked-in, looking down further on people to add, it's nearly endless. At least Google picture search limits it to a more reasonable amount) And then the feeder bubble on youtube, where you watch one video (say drywall repair, or small engine carburetor tuning) and quickly you get stuck watching an hour of videos, all on the same thing, with varying quality levels on the info they pass. Computers have been addictive for a long time, with or without the social side, and with or without any additional ads/marketing/gimics. Plenty of people coding in college computer labs, long into the night. The old UNIX text chatting was fun even to a random person elsewhere. And then there's the whole SIMS line, which aside from SIMS Refinery seemed to be very addictive, with my roommate in Cupertino constantly on the computer vacuuming even when the rental hadn't seen that in ages. Likewise, "sucking you in" is a standard in lots of things. OTA TV would do it by stacking shows and giving lots of previews of the thing on the next hour, and then even started going right into the next show without a break after the credits or even during the credits. With streamed shows, CBS/NBC/ABC and others do this, making it as easy as possible to just move on into the next episode, getting the binge going. At IGT, the leading maker of slot machines, it seemed like every feature we added was in order to increase the time the end user stayed at the machine. With gameplay already addictive, keeping the user there longer (bonus points on the card, setting up onsite dinner reservations, etc) gave the casino more money. But it was all good.....there's no gamblers there, they were all just planning on spending that money to be entertained. Keep telling yourself that, but have the help number for gambling addicts handy just in case. But at some point it does come down to the payment system, and what people expect to get for free. Who minds a few ads in order to get it for free? As for targeted ads, I could see being happy for that if it meant I would stop seeing pharmaceutical ads for RA and ED, and maybe instead of seeing the pic for the exact chandelier at HD I looked at, it showed some similar ones that I might be interested in. It's a slippery slope. I have a few ideas, and one has stuck around in my mind for 5 years or so which I might just have to make a reality. Don't worry....you'll see a targeted ad for it. After all, iPhone users on average have and spend more money.
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chinacat
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AAPL Long since 2006
Posts: 4,429
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Post by chinacat on Apr 18, 2018 13:46:44 GMT -8
In case anyone thought that Big Tech was listening to the current uproar about the use of personal information, here is an except from Lennar now integrating Amazon Alexa surveillance into new home construction. ----- Amazon's push to get Alexa-devices installed in new home construction aims to "boost the number of people using Alexa-powered products, giving Amazon access to data on people's living habits that Amazon can use to sell more goods and services," noted a report by Aaron Tilley and Priya Anand for The Information. It's also a direct offensive against Apple's HomeKit platform for home automation, without the same interest in data security and privacy that Apple has pioneered. Last summer, Lennar began advertising integration with Alexa voice-first microphones as well as "whole-home automation by Samsung SmartThings," another platform associated with security issues.
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ono
Member
compensation
Posts: 537
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Post by ono on Apr 18, 2018 14:09:47 GMT -8
Apple remains an 'uninspired investment,' prepare for earnings miss: Analyst
"Investors have sufficiently dissected the key near-term drivers of the shares. Consensus estimates are likely to fall on weak iPhone demand," Jeffrey Kvaal wrote.
I disagree. At least when I dissect I see it's undervalued. I think iPhone demand will be fine; not a 6-like super cycle, but a long term strong cycle.
"His earnings per share estimate for Apple's second fiscal quarter of $2.69 is below the consensus Wall Street estimate of $2.71, according to FactSet data"
Whatever. What does the year look like?
"Kvaal reiterated his neutral rating on the stock as well as his $175 price target, implying 1.8 percent downside over the next year."
$175. isn't so low if your negative (or neutral) on the stock
For his part, Kvaal believes it unlikely Apple will make a big acquisition, citing its history of avoiding large-scale buyouts.
"Apple has traditionally been conservative in acquiring large companies. Its largest acquisition to date has been Beats for $3 billion," he explained. He suggested that it could, instead, dedicate roughly $25 billion for dividends over the next five years, leaving an additional $135 billion left for share repurchases.
OK. What about the $1B/week of free cash flow being generated over those 5 years? Dissect this. What does the CAGR look like. Still think it's a $175. target? (About $260B. So maybe he wants to double his numbers if he's talking 5 years. Or, more.)
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ono
Member
compensation
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Post by ono on Apr 18, 2018 14:44:05 GMT -8
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ono
Member
compensation
Posts: 537
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Post by ono on Apr 18, 2018 15:46:45 GMT -8
Yes. www.aboveavalon.com/notes/2018/4/18/apple-found-a-wall-street-narrativeApple Found a Wall Street Narrative Go read the full post, but nice.. They navigated the tax issue with cheap debt (tax deductible) and the next 4 years Apple won't need to contend with the issue. Apple has likely seen massive turnover in its investor base since launching its share buyback program. Over the past four years, Apple has used share repurchases to reduce the number of shares outstanding by 23%. Stories are everything on Wall Street, and Apple is using its share repurchase program to buy back shares from existing shareholders not buying into Apple's capital allocation story. Apple has been the largest buyer of Apple stock in recent years thanks to the share buyback. There is no question that this dynamic has likely played some role in Apple's stock price outperformance.
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