JDSoCal
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Aspiring oligarch
Posts: 4,182
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Post by JDSoCal on Sept 23, 2012 10:07:57 GMT -8
Many thanks to lovemyipad for our new home. I can't believe it's gotten up to speed so quickly. So great to have this forum back and better than ever. I got this e-mail yesterday from a well-meaning friend who knows my wife and I are heavily invested in Apple stock. =================================== >>> I suppose you saw this today, but still thought you would want to stay current on market analysts' thinking. Has Apple Peaked? By JOE NOCERA The nasty glitch in the iPhone 5 suggests that the law of big companies even applies to the most valuable one in America. Law of big companies, LOL. Where is this law written? Can I look it up on Lexis? And did case law suddenly expand it to software glitches? Law of small IQ's, more like. I have friends sending me dumb things lke this too. Just tell them, "(Insert name of FUDster here) wishes he had held AAPL as long as I have."
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Post by gtrplyr on Sept 23, 2012 10:12:55 GMT -8
My football game is constantly being interrupted by these stupid Samdung commercials. I think when your commercial spends that much time talking about the competition you have a problem. I wonder what the release has done to Galaxy S sales ...
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angel
New Poster
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Post by angel on Sept 23, 2012 10:15:03 GMT -8
Some more impetus to a continued run with this news; The new owners of the DJIA are considering changes to the way the iconic index is calculated in order to be able to include [[take a guess]] without it holding too much sway on the price-weighted gauge. "Most institutional investors have moved on from the index," says UBS' Mark Haefele. YTD, the (Apple-free) DJIA +11.6% vs. the S&P 500 +16.1%
And, If AAPL releases both record orders and shipments on Monday this will only add more fuel to the fire.
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JDSoCal
Member
Aspiring oligarch
Posts: 4,182
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Post by JDSoCal on Sept 23, 2012 10:16:25 GMT -8
Posted this elsewhere, just reiterating: The only rule is: no name-calling. If you start up with the name-calling, then I'll delete the post. Cool, I'm glad to know I can still threaten to kill those who disagree with me, as well as post snippets of my homemade midget porn, and start off-topic political flame-wars.
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Post by Luckychoices on Sept 23, 2012 10:26:35 GMT -8
Posted this elsewhere, just reiterating: The only rule is: no name-calling. If you start up with the name-calling, then I'll delete the post. Cool, I'm glad to know I can still threaten to kill those who disagree with me, as well as post snippets of my homemade midget porn, and start off-topic political flame-wars. Thanks for the unexpected comment. Laughs are a very important part of my day. :-)
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Post by adamthompson32 on Sept 23, 2012 10:56:37 GMT -8
Many thanks to lovemyipad for our new home. I can't believe it's gotten up to speed so quickly. So great to have this forum back and better than ever. I got this e-mail yesterday from a well-meaning friend who knows my wife and I are heavily invested in Apple stock. =================================== >>> I suppose you saw this today, but still thought you would want to stay current on market analysts' thinking. Has Apple Peaked? By JOE NOCERA The nasty glitch in the iPhone 5 suggests that the law of big companies even applies to the most valuable one in America. Law of big companies, LOL. Where is this law written? It's written right next to the law of big stock prices and splits:)
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Post by Luckychoices on Sept 23, 2012 11:12:41 GMT -8
Many thanks to lovemyipad for our new home. I can't believe it's gotten up to speed so quickly. So great to have this forum back and better than ever. I got this e-mail yesterday from a well-meaning friend who knows my wife and I are heavily invested in Apple stock. =================================== >>> I suppose you saw this today, but still thought you would want to stay current on market analysts' thinking. Has Apple Peaked? By JOE NOCERA The nasty glitch in the iPhone 5 suggests that the law of big companies even applies to the most valuable one in America. Law of big companies, LOL. Where is this law written? Can I look it up on Lexis? And did case law suddenly expand it to software glitches? Law of small IQ's, more like. I have friends sending me dumb things lke this too. Just tell them, "(Insert name of FUDster here) wishes he had held AAPL as long as I have." Well, I cut her slack because she was unaware of what we all know and was only trying to help us. But equally laughable are the Apple critics that say, "Well the stock can't go up forever...". Geez, I don't need FOREVER. There's a very good chance I won't be around FOREVER. But meanwhile, why miss out on this rare opportunity to benefit from it's extraordinary success? BTW, I recently talked to someone with whom I've discussed Apple in the past. He was feeling a little down because his recent investment wasn't doing all that he'd hoped. He'd invested in that company for which ALL the "market analysts" had great expectations: Facebook I had nothing to say to him...
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Mav
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Post by Mav on Sept 23, 2012 11:12:45 GMT -8
That's pretty damn cold, AT&T, if so. As of the other day, I was eligible for a semi-subsidized iPhone 5 in early October - like most Day 1 iPhone 4S pre-order people. And now - it's been moved back 30 days?! Granted, it's more of a principle of the thing/AT&T sucks kinda deal, and I can deal with waiting 30 days, even another year (to switch carriers ) since my 4S seems to be in good shape. Anyway, anyone have any experience negotiating with carriers over stuff like this? Haven't done a "forget you, I'm leaving" type of negotiation since...well...years before iPhone.
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JDSoCal
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Aspiring oligarch
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Post by JDSoCal on Sept 23, 2012 11:38:51 GMT -8
Law of big companies, LOL. Where is this law written? It's written right next to the law of big stock prices and splits:) And equally damaging to AAPL appreciation, if the perception becomes becomes mainstream. And I do hear this "OMG market cap" expressed increasingly often. Of course, saying "a company can't grow 100% YoY forever" and "a stock price can be perceived as expensive" are not analogous. A company's growth takes sales and market expansion, inter alia. Stock growth merely requires people be willing to pay more for it, for whatever reason (and there are many). While the perception of either may be incorrect, the former is controlled by the company and its customers, while the latter is controlled by traders. And of course a perception of the former may affect the latter. I mean seriously Adam, you really need to see the nuance here: Me pointing out others' stupidity does not mean I am endorsing said stupidity. It means I want to do an end-around on others' stupidity. How anyone can look at Apple's P/E vs GOOG's, let alone AMZN's, and say there is any rhyme or reason to said metric, escapes me. The best company on earth trades at the S&P 500 avg P/E. This, BTW, is why I have not participated in the target price game. It all comes down to WAG-ing about what the irrational herd will do. I stay long because generally, the herd will move towards food and water. But when spooked, even by some dumb bunny rustling the grass...
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Post by qualitywte on Sept 23, 2012 12:22:08 GMT -8
"I stay long because generally, the herd will move towards food and water. But when spooked, even by some dumb bunny rustling the grass..."
Great take on the matter!
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Mav
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Post by Mav on Sept 23, 2012 12:27:10 GMT -8
Another suggestion for the forum name iPad:
AAPL Fight Club
Hey, you can still have Fight Club without name-calling, right? Though I don't know if it was one of the rules, I've yet to see the movie.
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Mav
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Post by Mav on Sept 23, 2012 12:29:44 GMT -8
There are only so many dumb bunnies that can run rampant before dip-buyers swoop in like so many birds of prey to collect the number one ingredient for wabbit stew. Then again, I subscribe to the "multiple as terra firma" theory more than the "multiple as price ceiling" theory. This one's kind of "edgy" funny IMHO. Mr. Rabbit Owner better keep an eye on his karma...
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Post by nate010203 on Sept 23, 2012 12:50:50 GMT -8
I have noticed is that when everyone is a bull *like now* is the time to be cautious.
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JDSoCal
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Aspiring oligarch
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Post by JDSoCal on Sept 23, 2012 13:22:04 GMT -8
And almost on cue, the grass begins to rustle...
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Post by phoebear611 on Sept 23, 2012 14:33:08 GMT -8
Has anyone found a good place for iPhone 5 cases or bumpers. Speck usually carries bumpers but they are so behind that most colors are unavailable as of yet.
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Post by roni on Sept 23, 2012 14:39:24 GMT -8
Futures starting out slightly green
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Post by adamthompson32 on Sept 23, 2012 14:44:25 GMT -8
I have noticed is that when everyone is a bull *like now* is the time to be cautious. Sell everything!
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Post by adamthompson32 on Sept 23, 2012 14:52:29 GMT -8
It's written right next to the law of big stock prices and splits:) I mean seriously Adam, you really need to see the nuance here: Me pointing out others' stupidity does not mean I am endorsing said stupidity. It means I want to do an end-around on others' stupidity. I see the nuance. I just don't believe the perception of a few ______ out there (even a few thousand _______) has any measurable effect on AAPL. I don't think the _______ who think AAPL's price at $700 is simply too high are going to cause the stock price to appreciate less fast because they won't buy it. Every stock has buyers and sellers for all sorts of reasons. For AAPL, I think there are much bigger reasons it isn't higher today than the perception of a few _____ who think its price is "too high". Interestingly, I watched a segment on CNBC late last week about how universally "loved" AAPL is by Wall Street. They cited that 90%+ of analysts are bullish and have it as a "buy". I look at AAPL and think it is almost universally hated by Wall Street. Its valuation is obviously very low because it is being discounted for all sorts of reasons (Android, Samsung, SJ, etc.). This makes it a great opportunity. Buffett says to be greedy when others are fearful and the way I see AAPL today, the entire world pretty much hates it right now so I'm getting greedy. I also want to point out that I don't think Buffett is the world's biggest investing genius but I do like some of the things I've heard and read from him.
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Deleted
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Post by Deleted on Sept 23, 2012 14:59:17 GMT -8
Cobra notes that on Friday the stock saw a volume surge plus an intra-day reversal, so it might see a pullback of some kind next week. He assumes that any pullback will be bought. Cobra is a technician, so isn't factoring in any announcement of iPhone 5 numbers on Monday. I can see a reversal on Wednesday, after soaring on Monday and Tuesday. The week will finish up.
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Post by jcaron on Sept 23, 2012 15:13:10 GMT -8
I think the iphone 5 launch is going to be bigger than anyone imagined. I spent the weekend in Portsmouth NH with my wife. We went out to eat Friday evening. I saw 2 iphone 5's without even looking for them. I asked one of the owners if it was in fact the new 5. He said it was and let me hold it telling me how "awesome" it was. He said he preordered but when he saw ship dates pushed out 2 weeks he went to the store to stand in line. The following day I was using my white ipod touch in a starbucks, a woman approached me asking if it was the new 5. This happened again at a Cabela's store in Scarborough Maine. People are buying them as well as talking about and looking for them. I am very optimistic regarding sales numbers for the weekend assuming Apple, which I think it did, planned a HUGE launch weekend supply.
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Post by phoebear611 on Sept 23, 2012 15:26:18 GMT -8
I have no idea what just happened - was trying to quote Greg and something weird happened when I tried to quote him. I've seen other people have a similar issue - maybe the Board is a bit buggy tonight...not sure.
My comment was that Wedsnesday is Yom Kippur so volume will be light and moves may be exacerbated. I was quoting Greg who thought we could see up days Monday/Tuesday and a reversal on Wed.
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Post by phoebear611 on Sept 23, 2012 15:31:14 GMT -8
Mav - looks like you had the same issue
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Mav
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Post by Mav on Sept 23, 2012 15:34:28 GMT -8
I'm sorry, Dave. I'm afraid I can't do that. ;D Looks like it's fixed now.
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Mav
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Post by Mav on Sept 23, 2012 15:35:52 GMT -8
Let's try that again - Phoebear, do those holidays also explain the lighter volume on Wed/Thu?
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Mav
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Post by Mav on Sept 23, 2012 15:38:11 GMT -8
I am very optimistic regarding sales numbers for the weekend assuming Apple, which I think it did, planned a HUGE launch weekend supply. As far at _that_ goes at least... Smooth transition.
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Post by lovemyipad on Sept 23, 2012 15:40:15 GMT -8
Try that quoting stuff again... I was trying to fix something and made it worse, so I unfixed my fix.
Why is this page wider than everything else??? I hate code. HATE IT!!!!!!
EDIT: nevermind on the width thing. Still hate code though. There is NO wheee factor to learning this. I'm sticking with charts.
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Mav
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Post by Mav on Sept 23, 2012 15:41:17 GMT -8
Try that quoting stuff again... I was trying to fix something and made it worse, so I unfixed my fix. Why is this page wider than everything else??? I hate code. HATE IT!!!!!! Looks fine.
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Post by phoebear611 on Sept 23, 2012 15:43:31 GMT -8
Let's try that again - Phoebear, do those holidays also explain the lighter volume on Wed/Thu? My understanding - and if anyone is Jewish please feel free to correct me, is that the holiday begins on Tuesday evening and goes through until Wednesday evening. So the only day truly affected is Wed. (9/26th) -- is that what you were asking me? -- not sure I answered your question.
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Mav
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Post by Mav on Sept 23, 2012 15:48:24 GMT -8
My understanding - and if anyone is Jewish please feel free to correct me, is that the holiday begins on Tuesday evening and goes through until Wednesday evening. So the only day truly affected is Wed. (9/26th) -- is that what you were asking me? -- not sure I answered your question. I was talking last week. But hey, you were on the trading floor, so you would see the lack of activity for yourself certain times of year. That's highly valuable insight for us.
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Post by stkstalker on Sept 23, 2012 15:49:43 GMT -8
Try that quoting stuff again... I was trying to fix something and made it worse, so I unfixed my fix. Why is this page wider than everything else??? I hate code. HATE IT!!!!!! EDIT: nevermind on the width thing. Still hate code though. There is NO wheee factor to learning this. I'm sticking with charts. There is WWWHHHHHHEEEEEEEEEEEEEE for me!
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