Mav
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Post by Mav on Feb 10, 2015 10:58:28 GMT -8
I don't about "profit" (depends on what rates/maturities for the Swiss-denominated bonds), but smart money management? You bet.
The big unknowns is at what point S&P thinks, "eh, after this point we can't rate you a AA+ credit risk". And whether Apple would push the "debt to cash ratio" higher still regardless. (Would "AA-" be that much worse in terms of interest rates?)
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Post by phoebear611 on Feb 10, 2015 11:02:47 GMT -8
And I still don't see how they aren't part of the Dow but ... whatever
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jz
Member
"Study the natural order of things and work with it rather than against it." -- Lao Tsu
Posts: 162
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Post by jz on Feb 10, 2015 11:12:18 GMT -8
Apple is on track to ship 310 to 320 million iOS devices in 2015 -- Asymco Horace's model continues to be spot on. Our favorite fruit company continues to sell all they can produce. Take it to the bank, baby! Let's not go overboard on this statement. Apple is only supply limited for iPhones in their first fiscal quarter. They do not sell as much as they can make for the other three quarters, and certainly not for iPads or Macs in any quarter (except something like the Mac Pro launch).. I'm a huge bull but false statements, positivr or negative, don't do anyone any good. 320 million is an incredible number though. Excuse my hyperbole... Yes, they are only selling as many phones as they can produce for limited time frames... Annually. Hard not get giddy on a day our stock is moving up... I did take a lot off the table today at 121.80... Seems a little early in the week to be Fearing Friday and so hard to sell when I remain hyper bullish, but...
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Post by Luckychoices on Feb 10, 2015 11:16:06 GMT -8
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Post by podboy on Feb 10, 2015 11:23:59 GMT -8
703 Billion market cap. It has to hit 1 Trillion someday right?
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Post by Lstream on Feb 10, 2015 11:37:01 GMT -8
This is just sad. Steve Jobs would say you're doing it wrong.
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Post by zzmac on Feb 10, 2015 11:45:48 GMT -8
This is just sad. Steve Jobs would say you're doing it wrong. SIRI must be worn out.
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Feb 10, 2015 11:59:23 GMT -8
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Feb 10, 2015 12:02:33 GMT -8
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JDSoCal
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Aspiring oligarch
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Post by JDSoCal on Feb 10, 2015 12:17:54 GMT -8
I can hear the CNBC producers yelling in the newsroom trollroom for Colin Gillis.
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Mav
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Post by Mav on Feb 10, 2015 12:19:11 GMT -8
122 and change!
Nice!
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Since84
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Post by Since84 on Feb 10, 2015 12:20:30 GMT -8
Don't forget Tim Cook will be speaking at the Goldman Sachs Technology and Internet Conference at 3:30 EST. Streaming Live here.
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Post by podboy on Feb 10, 2015 12:23:56 GMT -8
I can hear the CNBC producers yelling in the newsroom trollroom for Colin Gillis. Hi I'm Colin and I have a price target on AAPL of $80.
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Post by electrobuzz on Feb 10, 2015 12:35:55 GMT -8
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Post by macwire on Feb 10, 2015 12:46:25 GMT -8
Finally breaking out. Trade em well boys. 125 first stop.
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Since84
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To infinity and beyond!
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Post by Since84 on Feb 10, 2015 12:55:22 GMT -8
OK, the answer to the Pay in the sky question. Short Answer -- Transaction tokenization occurs on the iDevice itself and is specific hardware dependent. The tokenized transaction flows through the credit network the same as a traditional transaction where the Card issuer decodes the token completing the 'closed' security loop. Here is an old article from AppleInsider which fully describes the process.
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Post by artman1033 on Feb 10, 2015 13:04:05 GMT -8
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Since84
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To infinity and beyond!
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Post by Since84 on Feb 10, 2015 13:05:17 GMT -8
I should be satisfied, even giddy after a great day and another new ATH, but I long for a nice +$7.00 day...
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Post by CdnPhoto on Feb 10, 2015 13:05:51 GMT -8
Remember when AAPL used to tank when ever Tim used to talk? I think he's got his voice now and Wall Street is listening.
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Mav
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Post by Mav on Feb 10, 2015 13:11:40 GMT -8
Maybe I need more conviction in my life but as far as AAPL, as long as it brings the results, I don't care too much about "extracurriculars" like giant solar farms like the one they just mentioned in Monterey, California (just as long as you don't get a flaming bird effect).
Whatever works.
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Post by Luckychoices on Feb 10, 2015 13:20:38 GMT -8
Thanks for the comment! I would have missed it by tuning in at 1:30 PM.
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Mav
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Post by Mav on Feb 10, 2015 13:22:44 GMT -8
Replay will be available for a while. I'll probably just listen to that.
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Post by artman1033 on Feb 10, 2015 13:25:25 GMT -8
FSLR UP 8% on SOLAR NEWS (30 MINUTES AGO) finance.yahoo.com/echarts?s=FSLR+Interactive#First Solar, Inc. (Nasdaq: FSLR) today announced that Apple (Nasdaq: AAPL) has committed $848 million for clean energy from First Solar's California Flats Solar Project in Monterey County, Calif. Apple will receive electricity from 130 megawatts (MW)AC of the solar project under a 25-year power purchase agreement (PPA), the largest agreement in the industry to provide clean energy to a commercial end user. "Apple is leading the way in addressing climate change by showing how large companies can serve their operations with 100 percent clean, renewable energy," said Joe Kishkill, Chief Commercial Officer for First Solar. "Apple's commitment was instrumental in making this project possible and will significantly increase the supply of solar power in California. Over time, the renewable energy from California Flats will provide cost savings over alternative sources of energy as well as substantially lower environmental impact." The 2,900-acre California Flats Solar Project occupies 3 percent of a property owned by Hearst Corporation in Cholame, Calif. Construction is expected to begin in mid-2015, and to be completed by the end of 2016. The output of the remaining 150MW of the project will be sold to Pacific Gas & Electric under a separate long-term PPA, and the project is fully subscribed between the Apple and PG&E PPAs. www.streetinsider.com/Corporate+News/First+Solar+%28FSLR%29%2C+Apple+%28AAPL%29+Confirm+Huge+Commercial+Power+Deal/10250096.html
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Post by phoebear611 on Feb 10, 2015 13:36:37 GMT -8
Didn't hear the presentation by Cook but CNBC said it was immensely positive and that Pay is much farther ahead than he thought it would ever be - there was a lot more but all of it positive. Nice! They also said that it was a packed room - standing room only - this is crazy, this is crazy, this is crazy!
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Post by artman1033 on Feb 10, 2015 14:06:19 GMT -8
Didn't hear the presentation by Cook but CNBC said it was immensely positive and that Pay is much farther ahead than he thought it would ever be - there was a lot more but all of it positive. Nice! They also said that it was a packed room - standing room only - this is crazy, this is crazy, this is crazy! best line of the day: Tim Cook: "By & large my view is for cash that we don’t need, we want to give back. It may come across that we are but we are not hoarders."
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Mav
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Post by Mav on Feb 10, 2015 14:13:17 GMT -8
Reminder: It only takes $122 (less if cost basis lower) to be a beneficiary of Apple's capital return program. Can you imagine what would happen if corporate tax reform ever happened? And Apple decided to apply $50B to buybacks ALL AT ONCE? I can dream, can't I?
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Mav
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Post by Mav on Feb 10, 2015 14:14:00 GMT -8
Actually phoebear, I think them GS conferences have always been enthusiastically attended, even when it was just Oppenheimer.
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Post by chasmac on Feb 10, 2015 14:37:59 GMT -8
Apple is on track to ship 310 to 320 million iOS devices in 2015 -- Asymco Horace's model continues to be spot on. Our favorite fruit company continues to sell all they can produce. Take it to the bank, baby! Let's not go overboard on this statement. Apple is only supply limited for iPhones in their first fiscal quarter. They do not sell as much as they can make for the other three quarters, and certainly not for iPads or Macs in any quarter (except something like the Mac Pro launch).. I'm a huge bull but false statements, positivr or negative, don't do anyone any good. 320 million is an incredible number though. And at an avg. earnings of $167 per IOS device then add in 5-10M watches (which aren't included) and 200M fewer shares and I come up with an eps around $10. What do you think Mav/Red/Nate ? Of course, very ballparky but it's possible. Makes those $150 estimates look a lot more reasonable.
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JDSoCal
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Aspiring oligarch
Posts: 4,186
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Post by JDSoCal on Feb 10, 2015 15:01:36 GMT -8
Maybe I need more conviction in my life but as far as AAPL, as long as it brings the results, I don't care too much about "extracurriculars" like giant solar farms like the one they just mentioned in Monterey, California That social responsibility bullshit really was insufferable. Especially the part where the Goldman Sachs interviewer actually said, with a straight face, that social responsibility is as important or even more important than the fundamental performance of Apple! Obviously, that is false, and any client of GS should seriously reconsider his investment advisor for saying such a ridiculous and clearly disingenuous statement. Do you really think a single person in that room believes that bullshit? Even if you libs do believe it, do you really think Goldman Fucking Sachs believes it? This is why people hate lying banker scumbags. Oh well, Tim talks a good game, and sometimes I don't think he really believes his own bullshit. I view this social responsibility nonsense like I do paying off the federales in Mexico; extortion is just the cost of doing business to shut up Greenpeace, Jessie Jackson, and other shakedown artists. Hopefully for Apple stockholders in 2050, those solar panels will pay themselves off. Otherwise, a good talk, but not terribly revelatory. With Tim you need to read between the lines because he is so disciplined. As mentioned supra, Pay growth exceeding his expectations might be true, but more likely, it exceeded his worst case scenario, like with earnings guidance ranges. The way Tim stays on point is incredible. Honestly, I couldn't be a representative for a publicly traded company, because I just can't do talking points like that without feeling like a bullshit artist. I just want to speak the truth, and sometimes you just can't and have to go with the approved company line. Especially not with a company that faces the scrutiny of Apple! Steve could get away with more candor, of course, but there was only one Steve. Note how Tim hit on R&D and acquisition and supply chain opex first when talking about Apple's use of money. Was that really what investors wanted to hear, or what Wall Street analyst dickheads wanted to hear? But, can't give any hint that Apple's primary use of its huge money hoard is financial engineering! Wall Street needs to be patted on their little heads and be told what they want to hear, that they know better what Apple needs to do with its money than Tim does. I did think Tim was about to tip his hand about the dividend increase in April, but that was a tease. Flaming Birds is a great app; you should download it!
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Post by rezonate on Feb 10, 2015 16:18:30 GMT -8
"Kanye is 'fighting for creativity'? It took 68 people to make that Beyonce record. Beck wrote his entire album and played every instrument."
Very happy to see the JetBlue/Apple connection. Hopefully the transactions go quickly. I see the biggest slow-down inputing customer email addresses for receipts. I miss the days when you could just hand over three singles and get a glass of chardonnay - a very quick transaction indeed.
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