mark
fire starter
Posts: 1,552
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Post by mark on Sept 8, 2023 0:48:29 GMT -8
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,103
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Post by Dave on Sept 8, 2023 2:47:05 GMT -8
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Post by artman1033 on Sept 8, 2023 6:17:37 GMT -8
Apple Inc. (AAPL 178 ****): CFRA maintains our Buy opinion. AAPL shares are being pressured on two concerns: 1) China seeking to broaden an iPhone ban to state firms/agencies; and 2) greater competitive pressures after a well-received launch of Huawei’s Mate 60 Pro. On the first, we see low risk of significant revenue loss or a full-blown ban in China from these moves as AAPL has a good relationship with the government and is extremely critical to the local supply chain. We view the latter as the bigger threat, as AAPL has benefited from Huawei bans and the inability of other China vendors to step up at the high end of the market. Although we expect the iPhone 15 to be superior to the Mate 60, we note Huawei’s “Made in China” brand could pose a risk to AAPL’s share. But, like others, we ask whether the SMIC/Huawei relationship violated U.S. sanctions and see a higher likelihood (>50%) that the U.S. will look to increase chip restrictions on the two firms (which would be a plus for AAPL). from T.D. AMERITRADE LINK
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4aapl
Moderator
Posts: 3,634
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Post by 4aapl on Sept 8, 2023 7:12:11 GMT -8
While I don't know about the 2 stocks this article and ones like it point out (actually these ones are ok in their own ways, though I'm not really looking), I have enjoyed Ken's long term focus and spreading some of his experience over the years. Don’t be fooled, Ken Fisher says – this bull market has legs. Here are 2 stocks he’s using to bet on a bounceLong term investing is always a bit strange. I feel I should still be in touch with what is going on, but the whole goal is to do nothing, or only make smaller slower occasional changes. And then when people ask "what do you do?", am I really retired if I spend this much time following the market and it is my livelihood? Is investing just a hobby that happens to pay the bills? I might not consider someone renting houses as retired if he spends 20-60 hours a week renting and fixing them. And so at the end of it, I consider myself an investor, trying to absorb all of the info to stay up to date, but as a long term stock investor generally at the end of the day the goal is to somewhat understand what is going on, but to do nothing. I think that applies to at least some of us, though several people take some shorter term stock or options positions as a bit of a hobby. Does being an investor fit into your answer when someone asks "what do you do?"
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,429
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Post by chinacat on Sept 8, 2023 7:56:32 GMT -8
Does being an investor fit into your answer when someone asks "what do you do?" For 40 years, while I was “gainfully employed”, my answer would have definitely been “no,” as I interpreted that to be an inquiry about primary income, intended to defray household expenses and other fundamental costs; for me that was software. While investing has been an increasingly larger portion of our net worth, its intent has been more akin to a savings plan, i.e., a hedge for the future and fund for opportunistic, future-focused spending, e.g., buying the house that we raised our sons in, with good schools and increasing real estate values. Interestingly, now that the future is here, and the results have been better than we dared plan (Thanks, AAPL!), the focus is more on the spending/saving side of things. So we are still “investors,” but with a different focus and intent.
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ono
Member
compensation
Posts: 537
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Post by ono on Sept 8, 2023 10:58:33 GMT -8
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,103
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Post by Dave on Sept 8, 2023 11:33:51 GMT -8
From the comments section of the story:
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bud777
fire starter
Posts: 1,352
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Post by bud777 on Sept 9, 2023 7:45:24 GMT -8
From the comments section of the story: Regarding the concern about China's martial intentions, I think that people tend to underestimate the political sophistication of the Chinese. I recently read Barbara Tuchman's book "Stillwell and the American Experience in China". During World War II, the Allies were pumping arms and money into China to urge them to fight the Japanese. To the Allies' dismay, the Chinese warlords hoarded the weapons, knowing that when Japan was defeated. they would be in a better position to seize territory from opposing warlords. Only Mao and his followers fought. In today's world. China doesn't have to resort to war to become the dominant world power. They can just keep on outproducing everyone. The Belt and Road initiative is a much greater long-term threat. This is not a new strategy. Controlling trade worked fairly well for the British in centuries past. I am not saying that we will not eventually have a war with China, I am saying that I don't think they will start it
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