chinacat
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AAPL Long since 2006
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Post by chinacat on Oct 21, 2019 5:24:24 GMT -8
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chinacat
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AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Oct 21, 2019 5:55:38 GMT -8
Yahoo!finance has the lengthy iPhone Display Supplier Sees OLED Smartphone Deluge From 2021. It seems likely that Apple will need to either provide some financial support for their long-time partner or find a new one; fortunately, they can afford it, but Apple would be an attractive catch for a JDI competitor.
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Post by gtrplyr on Oct 21, 2019 6:37:05 GMT -8
Great open but let’s not forget that AAPL was at 232 a year ago so for all that have held the stock we are barely up. I do think the next 12-18 months will be very good for us longs, but at this point I’m starting to wonder if buybacks are still the best use of AAPL’s war chest given the upcoming streaming/content wars? AAPL has more financial resources than its competitors combined .... Might be good for AAPL to keep extra cash on hand ?
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Post by zzmac on Oct 21, 2019 7:03:48 GMT -8
Cheers to the patient longs!!
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JDSoCal
Member
Aspiring oligarch
Posts: 4,182
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Post by JDSoCal on Oct 21, 2019 7:25:15 GMT -8
Great open but let’s not forget that AAPL was at 232 a year ago so for all that have held the stock we are barely up. I do think the next 12-18 months will be very good for us longs, but at this point I’m starting to wonder if buybacks are still the best use of AAPL’s war chest given the upcoming streaming/content wars? AAPL has more financial resources than its competitors combined .... Might be good for AAPL to keep extra cash on hand ? Apple has $245B+ cash on hand, which is right around Disney’s market cap. Without the buybacks our EPS drops and even misses and we wouldn’t be where we are. We’re all financial engineers now. Markets and economies are cyclical. Let’s just be happy for ATH’s. If we really want to move the needle, maybe all these execs with their tens of millions in stock options could actually help innovate a new product that moves the needle. 🤷🏻♂️
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4aapl
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Posts: 3,632
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Post by 4aapl on Oct 21, 2019 8:00:24 GMT -8
Woot woot!
Nice to see AAPL break through $240.00. All those people putting sells at an exact rounded price can hold things back. I know when I used to put in sell orders, I'd drop a few pennies from it to make sure it would hit.
Lots of good articles out there this morning on the iPhone stock feed. One had a review on the new Google phone, mostly saying it wasn't the best, though the zoomed in photo which it said the Google phone did a little better than the iPhone as far as quality, had the iPhone zoomed in a little bit more. Not really comparing like for like.
Nice to see a bump in the price target for AAPL, even if it's mainly just an annualized update. $280 would be nice in the coming 12 months, but that would likely take some smooth sailing all around IMO, which given the past 12 months seems unlikely.
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Post by carbonate24 on Oct 21, 2019 8:13:22 GMT -8
Looking at the list of major analyst price targets, I have to wonder why Rod Hall from Goldman still has a 'hold' rating on Apple. I mean, if he truly believes his $165 PT, why wouldn't he advise his clients to sell the stock and simply put a 'sell' rating on it. Who knows. I'm pleased with the positive move today and the push over $240. I'm personally hoping for a modest steady climb into earnings so we keep the RSI in check. I'd hate to see a sell the news reaction next week when I think we'll have good numbers and guidance.
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chinacat
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AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Oct 21, 2019 8:22:29 GMT -8
Apple has $245B+ cash on hand, which is right around Disney’s market cap. Without the buybacks our EPS drops and even misses and we wouldn’t be where we are. We’re all financial engineers now. Markets and economies are cyclical. Let’s just be happy for ATH’s. If we really want to move the needle, maybe all these execs with their tens of millions in stock options could actually help innovate a new product that moves the needle. 🤷🏻♂️ I am certainly not against an exciting new product, but the focus is on services right now. We already Tivo more shows than we watch, so it will probably take some rave reviews for us to sign up for Apple TV+. What is the interest level among others in the group?
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Post by macster on Oct 21, 2019 8:39:06 GMT -8
Apple has $245B+ cash on hand, which is right around Disney’s market cap. Without the buybacks our EPS drops and even misses and we wouldn’t be where we are. We’re all financial engineers now. Markets and economies are cyclical. Let’s just be happy for ATH’s. If we really want to move the needle, maybe all these execs with their tens of millions in stock options could actually help innovate a new product that moves the needle. 🤷🏻♂️ I am certainly not against an exciting new product, but the focus is on services right now. We already Tivo more shows than we watch, so it will probably take some rave reviews for us to sign up for Apple TV+. What is the interest level among others in the group? No interest in tv+ here. I subscribe to discounted AT&T TV for the regular TV lineup, locals plus free HBO and then have CBS All Access for a few shows which includes a new season of Star Trek Discovery and the new series Picard. Not to forget TV with all its apps like PBS and YouTube for example.
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Post by artman1033 on Oct 21, 2019 9:11:00 GMT -8
AAPL ALL TIME HIGH! $240.99 All Time Highest TODAY intraday
updated at the close.......
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Post by carbonate24 on Oct 21, 2019 9:25:19 GMT -8
Apple has $245B+ cash on hand, which is right around Disney’s market cap. Without the buybacks our EPS drops and even misses and we wouldn’t be where we are. We’re all financial engineers now. Markets and economies are cyclical. Let’s just be happy for ATH’s. If we really want to move the needle, maybe all these execs with their tens of millions in stock options could actually help innovate a new product that moves the needle. 🤷🏻♂️ I am certainly not against an exciting new product, but the focus is on services right now. We already Tivo more shows than we watch, so it will probably take some rave reviews for us to sign up for Apple TV+. What is the interest level among others in the group? I'm mildly interested in the Apple TV+ offerings, and I intend to watch my free 12 months (picked up a new iphone two weeks ago). We'll see if it's worth sticking with it. I have a regular cable subscription (although probably not for long) and a netflix subscription. That netflix one may be out the door soon too.
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Post by longsince98 on Oct 21, 2019 9:37:35 GMT -8
frikkin whee!
re only now surpassing the ATH from a year ago, I don’t feel it’s fair to look at it that way - that was a very brief snapshot.
the market has normal undulations, and I think it’s fairer to compare highs and lows compared to the trailing averages of those undulations.
my 2¢
but WHEEEEE!
cheers to us longs!
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chinacat
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AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Oct 21, 2019 10:32:39 GMT -8
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Post by duckpins on Oct 21, 2019 11:20:26 GMT -8
"Without the buybacks our EPS drops and even misses and we wouldn’t be where we are."
How much cash on hand would APPLE have without the Buys? And if they had bought Netflicks years ago...they have lots of cash, the best streaming service and unlimited funds for new and better.
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,102
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Post by Dave on Oct 21, 2019 11:21:05 GMT -8
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Post by duckpins on Oct 21, 2019 11:32:09 GMT -8
At the risk of blowing up the board, CNBC has Josh Brown: in the time of China and Trump, Apple may be better off with a Tim Cook as CEO than a Steve Jobs.!!!!
If only Clinton had forced Florida's election board to actually count the votes, Gore would have been President and this idiocy would have been burned in its cradle.
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Post by longsince98 on Oct 21, 2019 11:36:12 GMT -8
At the risk of blowing up the board, CNBC has Josh Brown: in the time of China and Trump, Apple may be better off with a Tim Cook as CEO than a Steve Jobs.!!!! If only Clinton had forced Florida's election board to actually count the votes, Gore would have been President and this idiocy would have been burned in its cradle. Cmon man.. this is exactly the time of commentary that trashes this board. . As a deeply progressive/liberal person I share your POV, but there’s no value in inflaming Conservative participants on this board.
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4aapl
Moderator
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Post by 4aapl on Oct 21, 2019 12:05:27 GMT -8
At the risk of blowing up the board, CNBC has Josh Brown: in the time of China and Trump, Apple may be better off with a Tim Cook as CEO than a Steve Jobs.!!!! If only Clinton had forced Florida's election board to actually count the votes, Gore would have been President and this idiocy would have been burned in its cradle. Cmon man.. this is exactly the time of commentary that trashes this board. . As a deeply progressive/liberal person I share your POV, but there’s no value in inflaming Conservative participants on this board. Thank you longsince1ish We have some people that feel on-topic AAPL-specific political stuff should be allowed. We have others that have seen it devolve, and fear that any political stuff, especially in the coming year of the standard political cycle, will tear things down. Personally, I don't want to be a dictator on not allowing otherwise on-topic stuff since I know being overly restrictive will also drive some away, but if that is the only way that we can keep this board going, then so be it. (EDIT: I wasn't clear here. On-topic political is currently still allowed, but keep it sane/respectful/on-topic so we don't have to change our ways and decide to stop allowing on-topic political stuff) Please everyone, let's keep this board around. If we can't keep the daily thread on-topic when hitting new ATH's, what hope do we have? "We have the choice to build this board up, or tear it down. Make the right choice, or don't post here. To All: Please remember to keep non-Apple SPECIFIC political stuff out of the daily thread. Post it over in the Dungeon, if you really want to discuss it with others on the AAPL Finance Board."
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Post by longsince98 on Oct 21, 2019 12:11:01 GMT -8
Cmon man.. this is exactly the time of commentary that trashes this board. . As a deeply progressive/liberal person I share your POV, but there’s no value in inflaming Conservative participants on this board. Thank you longsince1ish We have some people that feel on-topic AAPL-specific political stuff should be allowed. We have others that have seen it devolve, and fear that any political stuff, especially in the coming year of the standard political cycle, will tear things down. Personally, I don't want to be a dictator on not allowing otherwise on-topic stuff since I know being overly restrictive will also drive some away, but if that is the only way that we can keep this board going, then so be it. To All: Please remember to keep non-Apple SPECIFIC political stuff out of the daily thread. Post it over in the Dungeon, if you really want to discuss it with others on the AAPL Finance Board." My issue wasn’t about the article - while it’s a politically charged article, it’s still AAPL relevant content - it was a specifically inflaming commentary that followed that post. There’s value in adding AAPL content through the whole political spectrum. But simply replying to that content with politicize conjecture is the problem. Again - speaking as a life long progressive (/lib) person.
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walterwhite
Member
"I am the one who knocks!"... Albuquerque, NM
Posts: 346
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Post by walterwhite on Oct 21, 2019 12:14:00 GMT -8
frikkin whee! re only now surpassing the ATH from a year ago, I don’t feel it’s fair to look at it that way - that was a very brief snapshot. the market has normal undulations, and I think it’s fairer to compare highs and lows compared to the trailing averages of those undulations. my 2¢ but WHEEEEE! cheers to us longs!
absolutely... AAPL beast mode activated! 👹
wheeeee!
cheers to the longs!
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Post by artman1033 on Oct 21, 2019 12:33:46 GMT -8
AAPL ALL TIME HIGH!$240.99All Time Highest TODAY intraday 21,424,574 shares traded today AAPL ALL TIME HIGHEST CLOSE!$240.51aaplinvestors.net/stats/rank/AAPL market CAP. +1.087 TRILLION AAPL ALL TIME HIGH market CAP. +1.12 TRILLION 10/03/2018 +$1.087 TRILLION
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Post by nwjade on Oct 21, 2019 13:10:47 GMT -8
What was really worth seeing on the CNBC Halftime report was just prior to Josh Brown's comments of Cook vs Jobs was the Halftime Panel had quite a long conversion praising how well Apple is doing and it being a great investment. Cramer was sitting in and called out Toni Sacconaghi for continually coming on air and being negative on Apple to a long pregnant pause of smirking silence by all others on show. Priceless...
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4aapl
Moderator
Posts: 3,632
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Post by 4aapl on Oct 21, 2019 14:47:29 GMT -8
Thank you longsince1ish We have some people that feel on-topic AAPL-specific political stuff should be allowed. We have others that have seen it devolve, and fear that any political stuff, especially in the coming year of the standard political cycle, will tear things down. Personally, I don't want to be a dictator on not allowing otherwise on-topic stuff since I know being overly restrictive will also drive some away, but if that is the only way that we can keep this board going, then so be it. To All: Please remember to keep non-Apple SPECIFIC political stuff out of the daily thread. Post it over in the Dungeon, if you really want to discuss it with others on the AAPL Finance Board." My issue wasn’t about the article - while it’s a politically charged article, it’s still AAPL relevant content - it was a specifically inflaming commentary that followed that post. There’s value in adding AAPL content through the whole political spectrum. But simply replying to that content with politicize conjecture is the problem. Again - speaking as a life long progressive (/lib) person. Yep, the problem wasn't the original link (I think we all agree that SJ and Tim have different skill sets), but the devolvement. I've been pinged a bit about where to put the line on politics. The line is where the group wants it to be, which right now is allowing on-topic politics in the daily thread, as long as it doesn't devolve. But if it continues to be a thing that just doesn't work out to discuss because people can't keep it on-topic, then that will have to change. That would be unfortunate. Part of self-moderating is reminding people when they have strayed. Thanks again, longsince1ish, for doing such.
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Post by therealmercel on Oct 21, 2019 15:29:20 GMT -8
What was really worth seeing on the CNBC Halftime report was just prior to Josh Brown's comments of Cook vs Jobs was the Halftime Panel had quite a long conversion praising how well Apple is doing and it being a great investment. Cramer was sitting in and called out Toni Sacconaghi for continually coming on air and being negative on Apple to a long pregnant pause of smirking silence by all others on show. Priceless... Now THAT is worth watching CNBC for. Toni is an idiot
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Post by hyci004 on Oct 21, 2019 15:33:44 GMT -8
Apple could surge nearly another 20% this year, if history is any guide Over the first three quarters of 2019, shares of Apple jumped over 40%. Since 2000, the stock has had similar gains on six other occasions headed into the fourth quarter, according to hedge fund analytics tool Kensho, and the rally in Apple's shares often continued through the end of the year. Apple shares gained an average of 18% across those historical trading periods, with the stock trading positively 83% of the time. The tech-heavy Nasdaq Composite was also consistently higher in these periods, adding 5% through the end of December, and trading positively 67% of the time. apple.news/A7-ycxldHQQatEa3Y4DFPGQ
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Post by therealmercel on Oct 21, 2019 17:24:11 GMT -8
PED hasn’t posted this yet, but I’d thought I’d post this here. Horace has the data for going back further, but he’s apparently “busy.” In the meantime, I think accountability is worth sharing.
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4aapl
Moderator
Posts: 3,632
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Post by 4aapl on Oct 21, 2019 20:26:22 GMT -8
PED hasn’t posted this yet, but I’d thought I’d post this here. Horace has the data for going back further, but he’s apparently “busy.” In the meantime, I think accountability is worth sharing. And that is for how close they were on earnings? Revenue? Combined with various categories? I attempt, some times better than others, to try to understand the goals or aim of various people. Looking at it that way, I imagine that an independent wants to come as close as possible with their estimate, no matter if they are over or under. OTOH, a professional analyst would be more like a contestant on The Price is Right, where if they are over by a penny, they lose. Instead, they want to undershoot by a little, or even by a little more than a little. If they said earnings would be $1.10, would their customers be happiest if Apple announced earnings of $1.09, $1.14, or $1.20? If the independent and professionals have different goals, is it really telling to judge them the same? That would be like looking at my 4k time this weekend, and thinking that I was slow because I ran it with my 9 year old. Sometimes there are different goals.
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benoir
fire starter
*
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Post by benoir on Oct 22, 2019 0:13:42 GMT -8
AAPL ALL TIME HIGH!$240.99All Time Highest TODAY intraday 21,424,574 shares traded today AAPL ALL TIME HIGHEST CLOSE!$240.51aaplinvestors.net/stats/rank/AAPL market CAP. +1.087 TRILLION AAPL ALL TIME HIGH market CAP. +1.12 TRILLION 10/03/2018 +$1.087 TRILLION this is by far your best post ever Artman....!
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Post by therealmercel on Oct 22, 2019 7:07:08 GMT -8
PED hasn’t posted this yet, but I’d thought I’d post this here. Horace has the data for going back further, but he’s apparently “busy.” In the meantime, I think accountability is worth sharing. And that is for how close they were on earnings? Revenue? Combined with various categories? I attempt, some times better than others, to try to understand the goals or aim of various people. Looking at it that way, I imagine that an independent wants to come as close as possible with their estimate, no matter if they are over or under. OTOH, a professional analyst would be more like a contestant on The Price is Right, where if they are over by a penny, they lose. Instead, they want to undershoot by a little, or even by a little more than a little. If they said earnings would be $1.10, would their customers be happiest if Apple announced earnings of $1.09, $1.14, or $1.20? If the independent and professionals have different goals, is it really telling to judge them the same? That would be like looking at my 4k time this weekend, and thinking that I was slow because I ran it with my 9 year old. Sometimes there are different goals. It's a composite score, including REV & EPS, plus all categories (including again REV & EPS for added weight). Regardless of their motivations, Gene Munster isn't the one to watch when Apple drops quarterly earnings.
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