Mav
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Post by Mav on Feb 11, 2015 13:48:06 GMT -8
GREECE news pushing spy over 208! Thx for the news. Shoulda bought all-in weeklies. DAMMIT! We'll see if that rush of enthusiasm lasts.
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Post by macwire on Feb 11, 2015 13:50:00 GMT -8
GREECE news pushing spy over 208! Thx for the news. Shoulda bought all-in weeklies. DAMMIT! We'll see if that rush of enthusiasm lasts. Very long time between now and 930... Tho I suspect shorts at spy 207 will have a LOT to chew on. With this range bound market there's a ton sitting there. A gap up and cover will move us higher is my guess.
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Post by moltenfire on Feb 11, 2015 13:51:16 GMT -8
Bryan's sources, huh? Our old buddies at TMO: "Apple is going into the car business. According to BusinessInsider, an Apple employee wrote to say that his group was working on something that will, 'give Tesla a run for its money.' My own sources back this up." Why the heck would Apple try to build its own damn car? As a skunkworks hobbyist lab project, fine, go nuts I guess. As a bet-the-company project...doubt it Actually, a next-gen CarPlay interface that approaches that of the giant screen in the Tesla Model S sounds pretty awesome.
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Post by macwire on Feb 11, 2015 13:59:19 GMT -8
Bryan's sources, huh? Our old buddies at TMO: "Apple is going into the car business. According to BusinessInsider, an Apple employee wrote to say that his group was working on something that will, 'give Tesla a run for its money.' My own sources back this up." Why the heck would Apple try to build its own damn car? As a skunkworks hobbyist lab project, fine, go nuts I guess. As a bet-the-company project...doubt it Actually, a next-gen CarPlay interface that approaches that of the giant screen in the Tesla Model S sounds pretty awesome. This would be my wager as well. Not a car but a revolutionary new OS. Cars are currently very dumb...cross car platform. IOS interrelated.
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Post by zzmac on Feb 11, 2015 14:07:27 GMT -8
Bryan's sources, huh? Our old buddies at TMO: "Apple is going into the car business. According to BusinessInsider, an Apple employee wrote to say that his group was working on something that will, 'give Tesla a run for its money.' My own sources back this up." Why the heck would Apple try to build its own damn car? As a skunkworks hobbyist lab project, fine, go nuts I guess. As a bet-the-company project...doubt it Das Apple.
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Deleted
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Post by Deleted on Feb 11, 2015 14:17:00 GMT -8
Tesla's pancake griddle in the dash is probably the ugliest thing this side of a shiny Pontiac Aztec. I too thing this is Apple's opportunity. Elon Musk doesn't have much taste, judging by the Tesla's interior (and to lesser extent, exterior).
CarPlay can have a big impact -- I'm waiting for Siri to greet me in Shu Qi's voice, "Why, good morning Merckel. The stock of your favorite fruit company is up today. Also, you were amazing last night...."
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Post by phoebear611 on Feb 11, 2015 14:28:00 GMT -8
Tesla's pancake griddle in the dash is probably the ugliest thing this side of a shiny Pontiac Aztec. I too thing this is Apple's opportunity. Elon Musk doesn't have much taste, judging by the Tesla's interior (and to lesser extent, exterior). CarPlay can have a big impact -- I'm waiting for Siri to greet me in Shu Qi's voice, "Why, good morning Merckel. The stock of your favorite fruit company is up today. Also, you were amazing last night...." Well if you were in college it seems like the only shagging you're going to get is with Siri since most college kids would prefer their iPhone to sex.
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Post by phoebear611 on Feb 11, 2015 14:29:20 GMT -8
Reading the transcript of Tim's remarks at the GS event yesterday, I was interested in this quote: "The watch knows you’re looking at it, and it comes on. If I’m not looking at it, the watch is off, which can be very important, right?" Maybe I missed it, but this is the first time I've heard this. Does anyone have more information? See .... that's the thing. No one is expecting the Watch to be big. I think we may have numerous surprises and none will have been built into the stock yet.
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Post by phoebear611 on Feb 11, 2015 14:30:04 GMT -8
Mace - what are your charts signaling to you?
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Post by Red Shirted Ensign on Feb 11, 2015 14:39:21 GMT -8
TODAY WAS A GOOD DAY TO BUY AT MARKET OPEN OR WAS IT YESTERDAY OR BEFORE EARNINGS Sorry Red, couldn't make the Klingon slogan work. Klingon reaction to Mav's poetry attempt... But it WAS a good day to buy...
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Deleted
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Post by Deleted on Feb 11, 2015 14:55:04 GMT -8
Tesla's pancake griddle in the dash is probably the ugliest thing this side of a shiny Pontiac Aztec. I too thing this is Apple's opportunity. Elon Musk doesn't have much taste, judging by the Tesla's interior (and to lesser extent, exterior). CarPlay can have a big impact -- I'm waiting for Siri to greet me in Shu Qi's voice, "Why, good morning Merckel. The stock of your favorite fruit company is up today. Also, you were amazing last night...." Well if you were in college it seems like the only shagging you're going to get is with Siri since most college kids would prefer their iPhone to sex. That result sounds like a Business Insider poll. Hard to believe, like everything else on that turgid website masquerading as journalism.
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Since84
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To infinity and beyond!
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Post by Since84 on Feb 11, 2015 15:14:16 GMT -8
Wow, Bloomberg just skewered Tesla's miss, going on and on about the paragraph (excuse) blaming customer vacations, weather and shipping (actual ships).
On the Apple side, I'm very happy with the after hours activity. Bodes well for tomorrow.
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Post by Red Shirted Ensign on Feb 11, 2015 15:15:30 GMT -8
Mercel is trying to pitch me on this as a killer alternative to apple watch. I don't know if I should invest......
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Post by Deleted on Feb 11, 2015 15:27:51 GMT -8
Mercel is trying to pitch me on this as a killer alternative to apple watch. I don't know if I should invest...... Sshhhh....I'm scheduled to pitch this on Shark Tank next Wednesday. In other news, don't believe what you hear about the "New Microsoft." Employees that are "C" and "D" players don't become "A" players with a change at the top. I was reminded how feckless Softie is today by seeing that there were 20 Windows updates waiting for me today. Unbelievable. Winblows, indeed.
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JDSoCal
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Post by JDSoCal on Feb 11, 2015 15:39:15 GMT -8
Rather than quoting that scumbag Blodget, let's quote Uncle Carl: Seriously guys, Carl is our best friend in the world. If you see him on the street, give him a hug. Patience is a virtue. Those who hold AAPL for another two years will be glad they did. Oh, and LOL @ TSLA. Maybe they just need billions more of taxpayer subsidies to break even in 10 or 20 years. I'm warning everyone, run away from that stock, because sooner or later, tears.
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Post by edtech on Feb 11, 2015 16:15:23 GMT -8
Okay, smart folks. I've got a question for you. What happens when AAPL eventually reaches a price that Carl considers fair market value? Does he start selling and precipitating the largest single sell off of AAPL stock in its history? Based on what some other people report about "uncle Carl", some would probably liken him more to iKhan, rather than iCahn. He has some $6+ billion in AAPL now, and if it appreciates close to $216, then his holdings would be north of $10billion in AAPL. How would he realize his profit and what does he do at that point to extricate himself from AAPL in search of his next "victim"?
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Post by rickag on Feb 11, 2015 16:36:51 GMT -8
Okay, smart folks. I've got a question for you. What happens when AAPL eventually reaches a price that Carl considers fair market value? Does he start selling and precipitating the largest single sell off of AAPL stock in its history? Based on what some other people report about "uncle Carl", some would probably liken him more to iKhan, rather than iCahn. He has some $6+ billion in AAPL now, and if it appreciates close to $216, then his holdings would be north of $10billion in AAPL. How would he realize his profit and what does he do at that point to extricate himself from AAPL in search of his next "victim"? Dividends
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JDSoCal
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Post by JDSoCal on Feb 11, 2015 16:38:54 GMT -8
Okay, smart folks. I've got a question for you. What happens when AAPL eventually reaches a price that Carl considers fair market value? Does he start selling and precipitating the largest single sell off of AAPL stock in its history? Based on what some other people report about "uncle Carl", some would probably liken him more to iKhan, rather than iCahn. He has some $6+ billion in AAPL now, and if it appreciates close to $216, then his holdings would be north of $10billion in AAPL. How would he realize his profit and what does he do at that point to extricate himself from AAPL in search of his next "victim"? Good question, but by then, maybe Unkie Carl has a $350 price target, er, TODAY price on Apple. Assuming Carl continues to think Apple is Best in Show, maybe he continues to hold every share indefinitely. Buffett never sells (because then he'd have to pay more taxes than his secretary). Somebody recently posted a great take on AAPL that didn't get enough discussion here. The article by Charles Sizemore that argues eventually, Apple just becomes an annuity that never runs out of cash. Forget his FA meanderings and stick with the dividend thing for a bit. Someone on CNBC was ranting the other day that once Apple's dividend gets close to 3% territory, growth becomes less relevant. If only we could get a permanent repatriation tax cut that was reasonable, Apple could go into the 4% and maybe even 5% divy ranges like oil companies and telcos. Hell, Apple has been bleeding the telcos long enough on subsidies that it should be paying a larger dividend than them. Then it becomes a must-have stock for fixed income investing, a whole new class. I realize a lot of you high income aristocrats don't need or want the divy, but this is short-sighted. You already are bulls who hold AAPL, so who cares about you? It's the whole fixed-income crowd who desperately need annual returns in this low interest rate environment. Would you rather the fixed income funds buy and hold XOM or VZ instead of AAPL? Raising a dividend brings in new investors and is good for the stock price! And what a problem to have, OMG, AAPL is $216, take away the sharp objects! BTW, here's an academic question for you all. What if Apple's BOD surprises WS and raises the dividend more than usual, say close to the 15% of 2013 instead of last year's 8% increase? That would be some unexpected good news for the stock, eh?
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Since84
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Post by Since84 on Feb 11, 2015 16:50:04 GMT -8
Hmmm. Let's see, a 15% increase on 47¢ would make the dividend 54¢ which happens to be divisible by 3 -- setting us up for a nice 3 for 1 split. I like where you're going JD.
At any rate, Apple is turning into the bluest of the blue chips.
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Post by mace on Feb 11, 2015 17:07:09 GMT -8
Mace - what are your charts signaling to you? I think what you've read is good. WAG: Multi-day peak is $126ish. Follow by a correction, BTFD, then push to ... $140-$170.
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Mav
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Post by Mav on Feb 11, 2015 18:55:46 GMT -8
Red that looks like 3/4 of a Klingon Barbershop Quartet
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Post by Deleted on Feb 11, 2015 19:26:20 GMT -8
OT: Sorry to see Jon Stewart go. NOT sorry to see Brian Williams go from NBC, that peacock of a newscaster more impressed with himself than the truthfulness of the story. Remember too, Brian's laughable judgment when he squandered 30 seconds of a Tim Cook interview with a Samsung commercial.
Jon and Brian are the yin/yang of talking heads, as in smart/dumb, irrespective of their politics.
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Post by macwire on Feb 11, 2015 19:49:51 GMT -8
Mace - what are your charts signaling to you? I think what you've read is good. WAG: Multi-day peak is $126ish. Follow by a correction, BTFD, then push to ... $140-$170. Cup n handle on weekly to 170. Agree. PPPS I have had a lot of Johnny Walker tonight I love all of you guys (and gals)
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Post by tuffett on Feb 11, 2015 20:23:31 GMT -8
Rather than quoting that scumbag Blodget, let's quote Uncle Carl: Seriously guys, Carl is our best friend in the world. If you see him on the street, give him a hug. Patience is a virtue. Those who hold AAPL for another two years will be glad they did. Oh, and LOL @ TSLA. Maybe they just need billions more of taxpayer subsidies to break even in 10 or 20 years. I'm warning everyone, run away from that stock, because sooner or later, tears. What do you think of the GM government bailout? Edit: Not a TSLA shareholder - stock is way overvalued - but the subsidy argument is just ridiculous.
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Post by phoebear611 on Feb 11, 2015 20:34:25 GMT -8
I think what you've read is good. WAG: Multi-day peak is $126ish. Follow by a correction, BTFD, then push to ... $140-$170. Cup n handle on weekly to 170. Agree. PPPS I have had a lot of Johnny Walker tonight I love all of you guys (and gals) So on the pullback the EWT folks are thinking $114ish - and a few thinking $104ish (I know, I know ... You can drive a truck thru that spread) are you fellas in that camp or deeper?
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Mav
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Post by Mav on Feb 11, 2015 20:50:07 GMT -8
No theory is gospel.
Let's see AAPL weaken first if you ask me. Ain't weakening to me just yet.
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Post by phoebear611 on Feb 11, 2015 20:57:32 GMT -8
Wonder if we will see some DRP's kick in tomorrow?!
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JDSoCal
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Post by JDSoCal on Feb 11, 2015 21:01:08 GMT -8
What do you think of the GM government bailout? Edit: Not a TSLA shareholder - stock is way overvalued - but the subsidy argument is just ridiculous. I was very very very against the GM bailout. Should have let them go BK and wipe out all the union contracts to make the company more viable. Instead, just non-union types who didn't donate to Obama like thousands of dealership employees, parts employees, and GM finance people lost their jobs. The BK itself was an appalling end around the law that should have gotten the BK judge impeached. Secured bondholders were thrown overboard. Taxpayers lost a ton (>$10B), and UAW cronies laughed all the way to the bank. And how is the subsidy argument ridiculous? Tesla can't even turn a profit with half their car price subsidized by fed, state, and even competitor subsidies. Teslas are basically vain, smug upper middle class and rich guys having Joe Taxpayer subsidize their green cars. Am I making this up? Do you think a company with no hope of real net profit in our lifetime is a good bet? Do you think if GM can't make money on EV's, that maybe a startup trying it is a fool's errand? I am so tired of hearing how neato electric cars are. To paraphrase Guy Kawasaki, innovation is an invention plus a market. Where's the market? Tesla sold 33,000 cars last year. GM sold about 10 million. BMW 2 million. There is no market and Tesla will end in tears. The only hope for EV's is if one of the Big Three sell them for the CAFE credits. At a loss. Forever.
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Post by tuffett on Feb 11, 2015 21:17:42 GMT -8
Tesla is a little unique in that Musk wants the electric car to succeed just as much or more than wants Tesla to succeed. If the electric car succeeds while Tesla never makes a profit, he'll be happy and move on to his other world-changing ventures. Musk is kind of like Steve Jobs without the ruthless business side of him.
Tesla is slowly raising awareness about the benefits of EVs, and yes, they are pretty "neato". I suspect you don't believe in anthropogenic climate change but as a man of science I do, as do over 99% of scientists - the evidence is overwhelming. Not to mention the particulate matter and all the other crap that comes out of a tailpipe and into our lungs. Of course, the source of electricity is also a critical issue - an EV is no use if the electricity is sourced from a dirty coal-fired power plant. But it all needs to change, and will do so gradually. Tesla is a big part of it, and a little bit of subsidy to encourage it is perfectly fine with me. As if oil and gas don't get any subsidies.
Your sales argument is short-sighted. Apple should have shut down Mac sales when Windows was monopolizing the market, right?
You think of Tesla as a business, and you may be right that it never becomes profitable. There's a good chance of that and that's why I've never owned the stock. But there is so much more going on, and like it or not both Tesla and Apple are on the same page in that power generation and consumption need to be much cleaner.
I'm seeing a strong demand anecdotally for Teslas. Everyone I talk to loves them. The market is there but is prohibitive - both supply and cost. Both will improve over time. Competition will intensify, which may be bad for Tesla but will fulfil Musk's end vision.
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Mav
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Post by Mav on Feb 11, 2015 21:27:45 GMT -8
Wonder if we will see some DRP's kick in tomorrow?! Weird news setup. Market looks to be pressuring bears, then the ol' Grexit worries deal. Then again, futures are neutral.
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