Mav
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Posts: 10,784
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Post by Mav on Jun 25, 2013 23:18:27 GMT -8
Surf's up, dude.
Mavericks previews are starting to show up, and especially considering one probably won't pay any more than $30 for it? After the typical "wait and see" period (will it break my favorite apps, any major bugs, is Safari really that much Snappier�, etc.), sure seems like a no-brainer upgrade for me.
Here's hoping somebody re-runs battery life testing under Mavericks (once it's final, anyway) to see what further gains are possible beyond Haswell.
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Deleted
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Post by Deleted on Jun 26, 2013 2:13:19 GMT -8
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Post by phoebear611 on Jun 26, 2013 2:27:47 GMT -8
Japan below 13k ... HK up ... most of Europe green. Lots of the bond guys/funds getting killed this quarter - but I oddly find solace that Gundlach - about a week ago was pounding the table on bonds and is also getting hurt. Karma's a bitch ... and hell hath no fury like a woman scorned. One small post script on yesterday's conversation about TC. People need to distinguish the difference between suggesting that he adapt more quickly to different pressures, timing concerns, product development, etc. versus executing the guy. Everyone has some growing pains in a new job - even if he may have been doing an immense amount of work behind the scenes during SJ's final year/years ... it is very different when you are in the spot light. I am comforted that SJ handpicked him - but it's not like SJ never made a mistake either. So it is OK to be constructively critical - no one better than TC should know how fast technology evolves. As for WS ... it has always been the quick gratification game with them particularly the hedge fund community. You're as good as your last trade....which tells me that when this (AAPL sentiment) does turn, and it will, they and retail will be jumping all over it. Just my two cents as I watch a green AAPL in the PM this morning. Good luck to all....but especially to my favorites, the longs
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Post by phoebear611 on Jun 26, 2013 2:31:25 GMT -8
I have to laugh as I read the comments below the link you posted, burgess. There are people critical of AAPL opening an online store in Russia and go on and on about, "Where are your morals, Apple to open in a country like Russia...blah, blah, blah..." Why does it always come down to people being critical about moral issues with this company. Can someone please offer them the Monsanto website?! Unreal.
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Deleted
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Post by Deleted on Jun 26, 2013 2:48:01 GMT -8
I have to laugh as I read the comments below the link you posted, burgess. There are people critical of AAPL opening an online store in Russia and go on and on about, "Where are your morals, Apple to open in a country like Russia...blah, blah, blah..." Why does it always come down to people being critical about moral issues with this company. Can someone please offer them the Monsanto website?! Unreal. That is bizarre, didn't notice initially. To those that have followed Apple as a stock far longer than me, were there calls for Steve Jobs to be fired during the numerous times during the last decade when Apple stock price decreased by 50% or more?
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Post by artman1033 on Jun 26, 2013 4:34:51 GMT -8
Apple GOOFED. These two do not look Russian to me! (from what I have seen on the internet: Most Russian women are very good looking and don't wear clothes)
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Post by sponge on Jun 26, 2013 4:41:10 GMT -8
Looks like we are getting set up for another trip down sub 400 lane. Sept can't get here fast enough.
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Post by phoebear611 on Jun 26, 2013 4:44:53 GMT -8
So Q1 GDP came in at 1.8 vs. 2.4 (est.) --- taper off now? Taper off...taper on...taper off ...taper on = VOLATILITY and more market uncertainty ... Not good from any vantage point - ugh!
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Post by artman1033 on Jun 26, 2013 5:03:01 GMT -8
so sad......
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Post by terps530 on Jun 26, 2013 5:36:31 GMT -8
reading yesterday's later posts, isn't bud's plan basically a whole bunch of 435 7 year leap options?? except even safer since he makes extra $ between the dividend-interest and the covered calls?
It's a big bet but essentially he is betting that within 7 years, aapl will get back and stay above 435. If someone was long shares and didn't believe that, why would they even stay in the stock? Cheers bud
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Post by lance on Jun 26, 2013 5:44:13 GMT -8
Does slow but steady win the race in tech? Apple is testing this theory with having 16,000 + corporate, engineers, designers and professional employees that have released 1 Macbook air upgrade over basically a year. Blacbkberry has released more than Apple in 2013. Weak.
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Post by macwire on Jun 26, 2013 5:44:35 GMT -8
Sponge you know there are a bunch of other stocks you can trade right?
You are long. You don't have to sell if you're holding forever but there's a bung of other set ups out there.
Just saying...
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Post by redinaustin on Jun 26, 2013 5:47:43 GMT -8
Does slow but steady win the race in tech? Apple is testing this theory with having 16,000 + corporate, engineers, designers and professional employees that have released 1 Macbook air upgrade over basically a year. Blacbkberry has released more than Apple in 2013. Weak. Then buy BBRY and sell AAPL
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Post by mtjs on Jun 26, 2013 6:07:46 GMT -8
Does slow but steady win the race in tech? Apple is testing this theory with having 16,000 + corporate, engineers, designers and professional employees that have released 1 Macbook air upgrade over basically a year. Blacbkberry has released more than Apple in 2013. Weak. Then buy BBRY and sell AAPL Would have been a good move for the last year, bbry up 60%, apple down 30%.
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Post by appledoc on Jun 26, 2013 6:09:23 GMT -8
Does slow but steady win the race in tech? Apple is testing this theory with having 16,000 + corporate, engineers, designers and professional employees that have released 1 Macbook air upgrade over basically a year. Blacbkberry has released more than Apple in 2013. Weak. Then buy BBRY and sell AAPL I forgot we're not allowed to complain about management dragging their feet. All is fine
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Post by Lstream on Jun 26, 2013 6:15:57 GMT -8
Does slow but steady win the race in tech? Apple is testing this theory with having 16,000 + corporate, engineers, designers and professional employees that have released 1 Macbook air upgrade over basically a year. Blacbkberry has released more than Apple in 2013. Weak. Then buy BBRY and sell AAPL +1. Constantly whining to this Board about Apple and how they are messing up is a waste of everyone's time. There is nothing new when it is said 50 times.
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Post by sponge on Jun 26, 2013 6:18:03 GMT -8
Management is fine. WS is the one we should have an issue with at the moment.
Given the fickle nature of WS, I would not invest in any other stock.
I take solace knowing that GOOG can get a p/e of 26 while growing earnings less then 20%.
Investing in aapl requires lots of patience, because in time that patience is well rewarded.
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Post by appledoc on Jun 26, 2013 6:19:15 GMT -8
Then buy BBRY and sell AAPL +1. Constantly whining to this Board about Apple and how they are messing up is a waste of everyone's time. There is nothing new when it is said 50 times. I'd argue that rarely is anything new posted on the board on a day to day basis. It's the same people regurgitating the same stuff (myself included).
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Post by hledgard on Jun 26, 2013 6:25:10 GMT -8
+1. Constantly whining to this Board about Apple and how they are messing up is a waste of everyone's time. There is nothing new when it is said 50 times. I'd argue that rarely is anything new posted on the board on a day to day basis. It's the same people regurgitating the same stuff (myself included). That is true. But I love reading this board, as the context of the postings changes. And thus the impact of a certain view may prove to have weight, or not. Also, even though there are repeated views, one's interpretation sharpens and thus one gains insight. You all are good !
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Post by terps530 on Jun 26, 2013 6:26:28 GMT -8
^ I agree. watch out new info about to get dropped... : S&P500 UP AAPL DOWN
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Deleted
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Post by Deleted on Jun 26, 2013 6:28:07 GMT -8
+1. Constantly whining to this Board about Apple and how they are messing up is a waste of everyone's time. There is nothing new when it is said 50 times. I'd argue that rarely is anything new posted on the board on a day to day basis. It's the same people regurgitating the same stuff (myself included). Agreed...if we're all going to praise Apple for record quarters like 18 months ago, then we can call out management for doing almost nothing for the last 9 months. There are so many easy things Apple could do/release, but haven't...they don't need to release everything under the sun, but why no iTV or even an updated Apple TV with Developers SDK? Or options for iPhone screen size. Or new carriers. Apple has more money than anyone...but they don't seem to use that massive advantage to their advantage, make some content deals that no one else is able to do.
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Post by Lstream on Jun 26, 2013 6:38:41 GMT -8
I'd argue that rarely is anything new posted on the board on a day to day basis. It's the same people regurgitating the same stuff (myself included). Agreed...if we're all going to praise Apple for record quarters like 18 months ago, then we can call out management for doing almost nothing for the last 9 months. There are so many easy things Apple could do/release, but haven't...they don't need to release everything under the sun, but why no iTV or even an updated Apple TV with Developers SDK? Or options for iPhone screen size. Or new carriers. Apple has more money than anyone...but they don't seem to use that massive advantage to their advantage, make some content deals that no one else is able to do. I am not saying that this is a praise Apple board. I have made posts that have been very critical of Apple management. So I too have called out management. But I am not going to repeat myself over and over about it ad nauseum. That would be completely pointless, and would imply that I cannot take responsibility for my own investment mistakes, and want someone to blame for my own screw-ups.
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Deleted
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Post by Deleted on Jun 26, 2013 7:08:16 GMT -8
Japan below 13k ... HK up ... most of Europe green. Lots of the bond guys/funds getting killed this quarter - but I oddly find solace that Gundlach - about a week ago was pounding the table on bonds and is also getting hurt. Karma's a bitch ... and hell hath no fury like a woman scorned. I wonder which CEO they're saying isn't up to the job, or which firm isn't innovating fast enough.
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SomeJuan
Member
Taking a nap…
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Post by SomeJuan on Jun 26, 2013 7:11:04 GMT -8
Sponge,
If you are hanging your entire portfolio in the camp of AAPL, you really need to seek professional advice. It is a lose/lose proposition to keep all of one's nest egg in a single stock. It is even worse, when you leverage the holdings. I have NO doubt you have full faith in all things AAPL, almost to a fault, and are perhaps blinded, and in denial.
AAPL is a broken stock, serious FUBAR, and, I do not think the bloodletting is over. Both the technicals, and the fundimentals, point out that there is no reason for AAPL trading at a P/E of 9.5, but stocks, when broken, trade on sentiment, or even worse "beliefs". Amazon is also a truly broken stock, and there are literally no tech./fund. reasons for it's lofty valuations, other than sentiment/beliefs. Sentiment will trump technicals and fundimentals all day long when a stock is broken.
There is a strong likelihood, that after earnings in late July, we could be down another 10+%, and if AAPL does not offer outstanding guidance for Q4, it could even be worse, perhaps sub 350.00. Is that a pain you can handle?
I am a uber bull, probably more so than you could find, but i am also grounded to the reality of just how broken AAPL is. If you have more than 25% of the nest egg in AAPL, which from reading your post's over the years, i am sure of, you should rethink your strategy. Most pro's would tell you a 10% exposure to any one company is too much. I know you have strong "beliefs" in all things AAPL, and i share most all of them, but sentiment/beliefs are often misguided and unreliable predictors of future outcomes, at least when compared to technicals or fundimentals.
I would definately give serious consideration to visiting a fee based CFP, and listen to what he/she has to say about your investing strategy, and how your "beliefs" might be getting in the way of your end goals.
No, exactly NO slight to you personally, in these well chosen words.
Best
Mac
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Deleted
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Post by Deleted on Jun 26, 2013 7:15:25 GMT -8
Does slow but steady win the race in tech? Apple is testing this theory with having 16,000 + corporate, engineers, designers and professional employees that have released 1 Macbook air upgrade over basically a year. Blacbkberry has released more than Apple in 2013. Weak. "What have you done for me lately Apple?" I'm dumb struck that you compare any aspect of Apple to Blackberry, and determine that Blackberry is doing better.
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Deleted
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Post by Deleted on Jun 26, 2013 7:19:03 GMT -8
Does slow but steady win the race in tech? Apple is testing this theory with having 16,000 + corporate, engineers, designers and professional employees that have released 1 Macbook air upgrade over basically a year. Blacbkberry has released more than Apple in 2013. Weak. Then buy BBRY and sell AAPL I wish evberyone that feels Apple has lost its way did that. If they did the noise level on Apple centric forums would drop and reading meaningful posts wouldn't take so long.
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Deleted
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Post by Deleted on Jun 26, 2013 7:20:35 GMT -8
Then buy BBRY and sell AAPL +1. Constantly whining to this Board about Apple and how they are messing up is a waste of everyone's time. There is nothing new when it is said 50 times. Only 50? You've been skimming.
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Deleted
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Post by Deleted on Jun 26, 2013 7:22:17 GMT -8
Management is fine. WS is the one we should have an issue with at the moment. Given the fickle nature of WS, I would not invest in any other stock. I take solace knowing that GOOG can get a p/e of 26 while growing earnings less then 20%. Investing in aapl requires lots of patience, because in time that patience is well rewarded. While AAPL's earnings are in decline. Seems to me WS is functioning just fine.
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Deleted
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Post by Deleted on Jun 26, 2013 7:25:15 GMT -8
I'd argue that rarely is anything new posted on the board on a day to day basis. It's the same people regurgitating the same stuff (myself included). Agreed...if we're all going to praise Apple for record quarters like 18 months ago, then we can call out management for doing almost nothing for the last 9 months. There are so many easy things Apple could do/release, but haven't...they don't need to release everything under the sun, but why no iTV or even an updated Apple TV with Developers SDK? Or options for iPhone screen size. Or new carriers. Apple has more money than anyone...but they don't seem to use that massive advantage to their advantage, make some content deals that no one else is able to do. I was going to respond, but changed my mind. It would have been a wasted effort.
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Deleted
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Post by Deleted on Jun 26, 2013 7:27:10 GMT -8
I am not saying that this is a praise Apple board. I have made posts that have been very critical of Apple management. So I too have called out management. But I am not going to repeat myself over and over about it ad nauseum. That would be completely pointless, and would imply that I cannot take responsibility for my own investment mistakes, and want someone to blame for my own screw-ups. Brilliantly stated.
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