Since84
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To infinity and beyond!
Posts: 3,933
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Post by Since84 on Oct 8, 2015 2:27:59 GMT -8
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Oct 8, 2015 2:42:58 GMT -8
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Oct 8, 2015 4:46:03 GMT -8
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Oct 8, 2015 4:51:49 GMT -8
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Oct 8, 2015 5:00:22 GMT -8
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Post by phoebear611 on Oct 8, 2015 5:31:18 GMT -8
They still need to deal with this IMHO
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Since84
Moderator
To infinity and beyond!
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Post by Since84 on Oct 8, 2015 5:34:56 GMT -8
Agreed, Phoebe.
More of an observation of 'good' news which Mr. Market continues to ignore, -1.63 (-1.47%) as I type...
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Oct 8, 2015 6:18:25 GMT -8
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Post by gtrplyr on Oct 8, 2015 8:53:02 GMT -8
Nobody wants to believe that Apple is able to sell iPhones .... regardless of the fact that Tim came out with such a positive outlook on China or that phones are sold out in many outlets or have limited availability it's simply not enough.
At this point I think Apple could blow out numbers when they report at the end of the month and it will not matter. What will drive this stock ? I have no idea : (
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Post by dreamRaj on Oct 8, 2015 9:17:08 GMT -8
Nobody wants to believe that Apple is able to sell iPhones .... regardless of the fact that Tim came out with such a positive outlook on China or that phones are sold out in many outlets or have limited availability it's simply not enough. At this point I think Apple could blow out numbers when they report at the end of the month and it will not matter. What will drive this stock ? I have no idea : ( +1 (much as we all wish you were wrong) The one week before ER is when we might see a run up, like last time. But this time we might rise to 117-118 at the most. And then after good numbers are announced we head back to 110-115 and trade sideways until Jan 2016. The only thing that might take us higher after ER is a great guidance in the vicinity of 85 bln. That'll keep all the naysayers in their cage because a 85 bln guidance would be viewed as 90 bln announced in Jan. A billion a day will keep the FUDsters away! Let me dream
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Post by rickag on Oct 8, 2015 9:19:25 GMT -8
Nobody wants to believe that Apple is able to sell iPhones .... regardless of the fact that Tim came out with such a positive outlook on China or that phones are sold out in many outlets or have limited availability it's simply not enough. At this point I think Apple could blow out numbers when they report at the end of the month and it will not matter. What will drive this stock ? I have no idea : ( Very good guidance and FUD.
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Post by macglenn on Oct 8, 2015 9:38:48 GMT -8
I firmly believe that market sentiment is manipulated, especially for AAPL. I even see it breeding irrational doubts here on this board.
Read Nobel prize winning economists George A. Akerlof, Robert J. Shiller book: Phishing for Phools: The Economics of Manipulation and Deception
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Post by Volvocoupe on Oct 8, 2015 10:33:54 GMT -8
I firmly believe that market sentiment is manipulated, especially for AAPL. I even see it breeding irrational doubts here on this board. Read Nobel prize winning economists George A. Akerlof, Robert J. Shiller book: Phishing for Phools: The Economics of Manipulation and Deception Absolutely right.
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Post by sponge on Oct 8, 2015 12:10:42 GMT -8
Apple has the tools to reward shareholders if it deems is appropriate or necessary to do so. I used to be in the camp that only wanted a reasonable dividend with an annual increase (basically what we have now) and share buybacks to spread EPS...but neither these nor contining impressive free cash flow has moved the price per share needle. So I wonder if a big bump in the quarterly dividend (up to 3.5% yield for example) and a one time special dividend (with a hint that more such devices might be considered in the future) might be in order. The cash hoarde may be offshore but the company's balance sheet can still be utilized to make something like this happen. It has to be frustrating to the Apple employees that own stock to see what they know is extraordinary performance go unrewarded by Mr. Market. However if you worked for Apple the last 10 years and started with 10k and added another 15k every year thru a employee matching fund, I don't think you would complain about the stock. You would have $1 million in stocks and be getting $18k a year in dividends.
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Post by mace on Oct 8, 2015 12:28:26 GMT -8
This year, consumer staples like PG and healthcare like JNJ are hit hard too. 15% and 7% down respectively. AAPL about the same.
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Since84
Moderator
To infinity and beyond!
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Post by Since84 on Oct 8, 2015 12:31:41 GMT -8
This year, consumer staples like PG and healthcare like JNJ are hit hard too. 15% and 7% down respectively. AAPL about the same. Context is everything.
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Post by phoebear611 on Oct 8, 2015 12:31:35 GMT -8
Here's the thing that concerns me. It always seems to happen that when Apple reports good news or has something positive to say - the general market is crapping out and so Apple either barely budges or gets dragged down a bit and we attribute it to general market conditions. So in a good market we suffer and in a bad market we suffer and in bad news (which we never really get) we suffer and in good news we suffer. Now we're expecting (many of us) for the markets to do well into year end and for Apple to have a great qtr. as well as Christmas season - so why do I still have the knot? It was what Mace reminded us of. The damn Irish probe. I can see everything lining up beautifully for a tear to the upside and the frigging leprechauns hiding the pot o' gold on us. Am I being a Debbie Downer? I'll shut up.
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Post by archibaldtuttle on Oct 8, 2015 12:42:03 GMT -8
Don't even need anything special like the Irish Probe to potentially crap the bed. "Weak guidance" for Dec quarter that keeps the door open for a year-over-year decline (even if Apple then goes on to beat guidance later) could send the stock to lows...
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Post by ericinaustin on Oct 8, 2015 12:50:52 GMT -8
Apple has become the red headed step child in the market. It's hard to have to wait so long to be proven right. But it will come.
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Oct 8, 2015 12:51:16 GMT -8
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Oct 8, 2015 13:20:49 GMT -8
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Post by tuffett on Oct 8, 2015 13:37:04 GMT -8
Here it is...chipgate. Apple finds themselves in the hilarious position of having to defend the quality of their inferior Samsung components.
Who knows what this is going to do to the stock. It's so beaten down already that I have hope that it will be a non-issue.
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crispin
Member
KBJ for the win. AAPL long and strong since 2000
Posts: 311
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Post by crispin on Oct 8, 2015 14:14:38 GMT -8
Hey we might even get the trifecta - Irish tax, Govt shutdown, and a default. That'd be a fun ride. I buy and hold shares for the long term so that stuff doesn't scare me as much as it otherwise would. Lord knows I would've tossed myself in the East River by now if I dabbled in options.
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Post by rickag on Oct 8, 2015 14:59:38 GMT -8
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Post by pauls on Oct 8, 2015 16:24:00 GMT -8
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Post by sponge on Oct 8, 2015 18:40:55 GMT -8
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Post by Luckychoices on Oct 8, 2015 18:43:23 GMT -8
Well sure, since84, they've gained marketshare but they've done it at "the slowest growth rate since the third quarter of 2013". Naturally, IDC and Gartner can't seem to agree on their guesstimates but it must mean bad news for Apple. Whether they shrank 3.4%, according to IDC, or grew 1.5%, according to Gartner, why don't they split the difference and change the headline to "Third Quarter Apple Mac Sales Crush the Overall PC Market Sales by 9%" =================== "Apple Mac Sales Slow to Lowest Rate in Two Years" –Analysts By ROBERT MCMILLANApple’s line of personal computers, including the Macbook, took a sales dive in the previous quarter according to analyst reports. –Wilson Rothman/Wall Street Journal Sales of Apple Inc.’s Macintosh computers slowed to the lowest rate in two years, industry research firms reported on Thursday. The research firms Gartner Inc. and International Data Corp. disagreed on the precise degree of the slowdown. IDC reported that Mac shipments shrank 3.4% year-over-year, while Gartner reported 1.5% growth.Apple shipped 5.6 million units, according to Gartner; IDC counted 5.3 million units. Either way, that’s the slowest growth rate for Apple computers since the third quarter of 2013.Apple nonetheless outperformed the overall PC market, which saw shipments plummet 11% to 71 million for the quarter, according to IDC. Moreover, given the worse performance of other PC makers, its market share rose to 7.6% in 2015 from 6.9% last year, according to Gartner. This is the first time Apple’s growth rate has shrunk since 2013, by IDC’s reckoning. Gartner said the quarter marked Apple’s slowest growth since the third quarter of that year. Mac sales may have slowed due to a strong U.S. dollar, which made the computers more expensive outside the U.S., said Jay Chou, an IDC analyst. Apple was hurt by weak markets in Japan and Europe, said Mikako Kitagawa, a Gartner analyst. Apple will report its Mac sales figures when it posts its quarterly financial results on Oct. 27.
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Post by sponge on Oct 8, 2015 18:47:38 GMT -8
What's the date of the podcast ? I am only seeing the startup tittle
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Post by pauls on Oct 8, 2015 18:56:59 GMT -8
Sorry. Oct. 3rd, episode 36.
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