Enjoyed TC’s interview with Jim Cramer on Mad Money tonight. A few of my personal thoughts: 1) I agree wholeheartedly with Tim; Wall Street doesn’t get Apple’s story, they never have. I stay invested for the long term under the guise that one day they will. The multiple given to Apple is ridiculous. 2) I continue to think people are discounting the future of the services business. Eventually it’ll be too big to ignore. I will build my position between now and then to profit from Wall Street’s misunderstanding. 3) Agree w/ Tim’s comments about upgrades. It’s not about the 90 day earnings cycle! If people put off upgrading their phone for a year or two, no big deal! The point is when they upgrade, they will upgrade to a new iPhone; not some other brand. These are customers for life.
mercel: It's been a long strange trip - good to see you're still around (and in AAPL -my assumption).
May 10, 2019 12:48:32 GMT -5
Zeke: Long time no see. Nice to see familiar names still here.
Mar 25, 2019 14:42:52 GMT -5
sponge: Regarding the future of VR, I think it will be huge. I was a gamer when I was in college. But as an adult I lost interest. Last fall I flew up to visit my son at college and check out his new Vive set up. After playing with it for the weekend, I was
Apr 29, 2018 15:25:17 GMT -5
galleybob: thanks for your answer. I will copy and send to her
Nov 7, 2017 15:32:18 GMT -5
rickag: So since Jan 28th 2015 AAPL is up from 117.27 to 157.21
Aug 21, 2017 20:09:43 GMT -5
artman1033: VXAPL = 29.21 AAPL = $117.27 AFTER EARNINGS
Jan 28, 2015 14:54:46 GMT -5
artman1033: VXAPL = 44.94 AAPL = $110.39 BEFORE EARNINGS
Jan 27, 2015 11:12:53 GMT -5