Mav
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Posts: 10,784
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Post by Mav on Mar 11, 2013 23:35:30 GMT -8
Interesting trading ahead!
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Post by phoebear611 on Mar 12, 2013 3:37:28 GMT -8
Here we go again ... down almost 3 in PM. This is getting old and very exhausting.
This morning: Jefferies (Peter Miseck) is maintaining a Hold on AAPL but lowering its PT to $420. (Geez, a little late, no?)
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Post by podboy on Mar 12, 2013 3:58:44 GMT -8
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Post by ongba on Mar 12, 2013 4:49:07 GMT -8
Podboy, Which guidance are you referring to? AAPL's Internal guidance range (41-43 billion) or street consesus (43 billion)?
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Post by valere on Mar 12, 2013 5:43:58 GMT -8
is it me or are we seeing an end to the Gap and Crap ...the last few days it looks like the reverse is going on ...
At this moment I think the street is anticipating some good things happen in the near future - larger dividend ( if we follow last years pattern , we should get the announcement in the next 30 days ) - China Mobile , Docomo - easier earnings comp starting in 90 days - Iwatch , ITV , I whatever.... new product categories.. - Updated iPad mini , cheaper I phone etc...
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Post by rickag on Mar 12, 2013 5:45:08 GMT -8
Aren't price target for 12 months out? He expects AA to be $420 in a year?
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Post by podboy on Mar 12, 2013 5:50:34 GMT -8
I can't see AAPL trading at 420 this time next year butt then again I didn't see this drop coming either.
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Post by mtjs on Mar 12, 2013 6:21:09 GMT -8
Almost everyone already knows AAPL will miss guidance this quarter, so I wonder how much is already priced in. I don't think I could handle another 60 pt drop when AAPL misses. Bad earnings are NEVER priced in and will always make the stock drop. (at least 60pt ) Yet: I don't see them missing earnings.
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Post by rob_london on Mar 12, 2013 6:22:19 GMT -8
Kass tweet: "Rumor around that JCP's Ron Johnson is stepping down."
I believe his old position at Apple has remained vacant for the past four months...
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Post by qualitywte on Mar 12, 2013 6:26:27 GMT -8
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Post by ibuyer on Mar 12, 2013 6:26:53 GMT -8
Kass tweet: "Rumor around that JCP's Ron Johnson is stepping down." I believe his old position at Apple has remained vacant for the past four months... Better not bring him back. He royally f'd up JCP.
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Post by macwire on Mar 12, 2013 6:45:57 GMT -8
lol at this stock. Trend is down. Sucks. Sorry longs the pain will be over one day. I think anyways ... jeez
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Post by rob_london on Mar 12, 2013 6:51:17 GMT -8
Kass tweet: "Rumor around that JCP's Ron Johnson is stepping down." I believe his old position at Apple has remained vacant for the past four months... Better not bring him back. He royally f'd up JCP. Rumour denied apparently.
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Post by sponge on Mar 12, 2013 7:14:36 GMT -8
So is 438 the high of the week? If we follow our regular pattern it looks that way. All the retail folks really do listen to the analysts.
A this point if we close below 430, then we are in trouble. However I think we are seeing the lows of the day and we should close just above 430.
I don't expect any announcement regarding dividend or buyback until July.
My estimate for 2nd quarter is $45billion. So I think Gregg is correct. Our stock will start to move up about three weeks before earnings. In the meantime sit back and try not to look at the stock.
Not buying anything.
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Post by sponge on Mar 12, 2013 7:31:08 GMT -8
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Post by ibuyer on Mar 12, 2013 8:13:22 GMT -8
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Mav
Member
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Posts: 10,784
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Post by Mav on Mar 12, 2013 10:18:44 GMT -8
Temporary pop. Figures. Nothing to see here folks. Waiting on any cash conference to see if it brings any true price support. Aside from that, analysts are getting bearish for Q2 earnings, and it's only March.
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Deleted
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Post by Deleted on Mar 12, 2013 10:32:59 GMT -8
Back to your regularly scheduled programming...ie selling Apple.
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Post by Deleted on Mar 12, 2013 10:53:43 GMT -8
Temporary pop. Figures. Nothing to see here folks. Waiting on any cash conference to see if it brings any true price support. Aside from that, analysts are getting bearish for Q2 earnings, and it's only March. That should be expected. How many will do an analysis that shows FQ1/2012 and FQ2/2012 Gross Margins as an anomaly (average 44.x% for each of the two quarters vs 40.x% for the prior 7 quarters). Then, how many will do the same thing for Tax Rate which shows it increasing these past couple of quarters vs the prior 7 quarters. Both items will have a negative impact on earnings, even if Apple were to register record revenue for the March quarter. None will qualify their analysis with these two items of comparison. I'm really tiring of analyst forecasts. Of course, mine are perfect, just look at how well I did for July, October and January earnings. In April I'm thinking of screwing up my record and actually getting close. Naw, I'm part of the conspiracy to hold AAPL down. ;D
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Deleted
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Post by Deleted on Mar 12, 2013 11:01:22 GMT -8
Wow, I didn't know that you had spoken with "almost everyone". Did it take a long time? Let's exchange trading account info. If your "everyone" is correct I'll transfer a single share of AAPL into your account. If they are wrong you transfer a single share into my account.
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Post by appledoc on Mar 12, 2013 11:08:17 GMT -8
Between the daily SMA8 and SMA10 right now. Don't want to close below either, but at least don't close below both.
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Post by Deleted on Mar 12, 2013 11:15:37 GMT -8
Almost everyone already knows AAPL will miss guidance this quarter, so I wonder how much is already priced in. I don't think I could handle another 60 pt drop when AAPL misses. Bad earnings are NEVER priced in and will always make the stock drop. (at least 60pt ) Yet: I don't see them missing earnings. Me either, if for no other reason than after the market's reaction after July, October and January reports were perceived as misses (analyst garbage in: garbage out syndrome), management is very, very sensitive (even if they don't openly show it) that they must convince everyone that they exceeded estimates, in order to stop the value hemorrhaging. I'm estimating top line at $44.100 Billion - $45.150 Billion, based on analysis of guidance to actual results for July 2012, October2012 and January 2013. There is an oft reported belief among WS types that AAPL is a second half story. I think its important to note that prior Gross Margin results returned to historic levels last July, making it an easy, and favorable, compare to this July's report.
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Post by mstrmac on Mar 12, 2013 11:37:24 GMT -8
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Post by macwire on Mar 12, 2013 11:51:22 GMT -8
Is there a weaker stock in the Nasdaq? Doesn't feel like it. All pops sold two hands. Just dead.
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Post by Lstream on Mar 12, 2013 11:58:09 GMT -8
That United Airlines video is 1-2 years old.
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Post by phoebear611 on Mar 12, 2013 12:18:32 GMT -8
That United Airlines video is 1-2 years old. And American Airlines went with Samsung...lovely.
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Post by macwire on Mar 12, 2013 12:30:15 GMT -8
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Post by mstrmac on Mar 12, 2013 12:35:44 GMT -8
That United Airlines video is 1-2 years old. oops Sorry. This board has lost its cred this past half year. Its rubbing off and no wonder. But in the face of incredible fud from the media, Apples alleged missteps and competition there is hope long term. I suspect there will be news on the galaxy 4 unveiling day.
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Post by prazan on Mar 12, 2013 12:45:15 GMT -8
Well, so much for follow through and commitment regarding yesterday's pop.
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Mav
Member
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Posts: 10,784
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Post by Mav on Mar 12, 2013 12:47:53 GMT -8
Well, AAPL didn't exact jump on real news, so I'm not really surprised here.
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