Since84
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To infinity and beyond!
Posts: 3,933
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Post by Since84 on Oct 15, 2015 2:18:44 GMT -8
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Post by rickag on Oct 15, 2015 4:59:23 GMT -8
With the new Restrited Stock program extending to all employees has anyone estimated the number of additional shares Apple must issue?
My estimate based on 160,000 employees comes out to about 2,500,000. At $110/share would be about $300,000,000, not a lot relative, but my numbers may, probably are, off substantially.
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Post by nagrani on Oct 15, 2015 5:48:30 GMT -8
So with Ben's comment yesterday.
The intention survey in China on planned iPhone purchases
Tim's comment to Cramer on China
First weekend sales numbers
And now this RSU - which will give every apple employee shares and a reason to start looking at the scoreboard every single day like us clowns ---
This all points to Apple delivering in a big way later this month
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Post by rickag on Oct 15, 2015 6:05:17 GMT -8
SIAP Daniel Tello has posted estimates for FQ4 2015 and FQ1 2016 on Monday, October 12, 2015. Fiscal 4Q 2015 Final EstimatesHis EPS for FQ4 comes in at $1.94 (re: + $0.76 YOY) I believe this would be outstanding.
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bud777
fire starter
Posts: 1,353
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Post by bud777 on Oct 15, 2015 6:58:25 GMT -8
1.94 would be a difficult compare in 2016 when the as yet unknown lPhone7 comes out. This compare will make people think that Apple is done and they will sell now to avoid the loss.
Earnings above $2 per share will drive us back to $60 per share. This is just getting too easy.
Seriously, naw screw it. How can anyone be serious about this stock.
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bud777
fire starter
Posts: 1,353
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Post by bud777 on Oct 15, 2015 6:59:33 GMT -8
OK. I'm better now
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Ted
fire starter
Posts: 882
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Post by Ted on Oct 15, 2015 7:07:39 GMT -8
1.94 would be a difficult compare in 2016 when the as yet unknown lPhone7 comes out. This compare will make people think that Apple is done and they will sell now to avoid the loss. Earnings above $2 per share will drive us back to $60 per share. This is just getting too easy. Seriously, naw screw it. How can anyone be serious about this stock. Uh oh, looks like an advanced case of FUDitus!
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Post by archibaldtuttle on Oct 15, 2015 7:11:07 GMT -8
SIAP Daniel Tello has posted estimates for FQ4 2015 and FQ1 2016 on Monday, October 12, 2015. Fiscal 4Q 2015 Final EstimatesHis EPS for FQ4 comes in at $1.94 (re: + $0.76 YOY) I believe this would be outstanding. Has anyone tracked the "earnings whisper" numbers before, or seen if they have any relevancy for missing/beating mysterious WS "expectations"? According the earningswhisper.com, the "whisper number" is 1.99. I know this is bullsh*t but is it predictive bullsh*t?
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Post by mace on Oct 15, 2015 7:24:22 GMT -8
My estimate based on 160,000 employees comes out to about 2,500,000. At $110/share would be about $300,000,000, not a lot relative, but my numbers may, probably are, off substantially. Beat around the bush maths? Give 160,000 employees $1000-$2000 each = $160-$320 mil. I don't think he said give each employee. Also, Apple doesn't have that many employees, the official number for 2014 is 92,600.
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Post by sponge on Oct 15, 2015 7:25:51 GMT -8
SIAP Daniel Tello has posted estimates for FQ4 2015 and FQ1 2016 on Monday, October 12, 2015. Fiscal 4Q 2015 Final EstimatesHis EPS for FQ4 comes in at $1.94 (re: + $0.76 YOY) I believe this would be outstanding. Has anyone tracked the "earnings whisper" numbers before, or seen if they have any relevancy for missing/beating mysterious WS "expectations"? According the earningswhisper.com, the "whisper number" is 1.99. I know this is bullsh*t but is it predictive bullsh*t? Well my eps estimate for q4 is 2.01 If we get that, I think the stock will react very well. But guidance is key. WS is expecting $77 billion and I am expecting $83 billion. Let's get back to the 200 MA and get the party going.
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Since84
Moderator
To infinity and beyond!
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Post by Since84 on Oct 15, 2015 7:46:09 GMT -8
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Post by rickag on Oct 15, 2015 8:22:16 GMT -8
My estimate based on 160,000 employees comes out to about 2,500,000. At $110/share would be about $300,000,000, not a lot relative, but my numbers may, probably are, off substantially. Beat around the bush maths? Give 160,000 employees $1000-$2000 each = $160-$320 mil. I don't think he said give each employee. Also, Apple doesn't have that many employees, the official number for 2014 is 92,600. Thank you, not sure where I came up with 160,000 employees.
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Post by Luckychoices on Oct 15, 2015 8:32:13 GMT -8
This type of story always makes me roll my eyes. For the most part, when AAPL is in the doldrums like it has been for many months, I don't think ANYONE understands completely why, in the absence of a strong market movement one way or the other or surprising good news from Apple, it rises or falls on a particular day. And yet, invariably, there will be a story headline such as "Apple Is Up To Day Because...." or "Apple Is Down Today Because...". Ridiculous. I'm hoping to one day see a story headline something like, "Apple Is Down Today And This Is Why It Makes No Sense Whatsoever." ============== "Apple (AAPL) Stock Gains as iMac Family Gets Updated" by Amanda Gomez NEW YORK (TheStreet) -- Apple (AAPL - Get Report) stock is rising by 0.22% to $111.85 in early afternoon trading on Tuesday, after the company announced a new lineup of iMac computers with display and processor updates. That was yesterday, this is today. Once again, TheStreet seems to understand what none of the rest of us can fathom. Did some of you think we were down because of the U of W lawsuit? Naw. It's definitely the lack of security in OS X because Macs are not as safe from malware attacks as Windows. /s ============== "Apple (AAPL) Stock Down on Growing Number of Software Attacks" by Rachel Graf NEW YORK (TheStreet) -- Apple (AAPL - Get Report) stock is decreasing by 1.34% to $110.29 in late afternoon trading on Wednesday, after researchers announced an increase of malicious software affecting Apple's OS X operating system.Mac's OS X lacks support for many endpoint security vendors, and a number of companies have been unable to install the same security controls on Mac products as they have on Windows products, according to the Journal. Companies are consequently left unprotected from potential viruses and attacks. So far this week, Amanda, Rachel and U-Jin have been the lucky ones to reveal TheStreet's uncanny ability to tell us how and why AAPL is reacting on any particular day: It's RISING, it's DECREASING, it's HIGHER. I must admit to wondering who on TheStreet's staff gets to inform us tomorrow? Will it be Amanda's turn once again? Is it an established rotation like pitchers in MLB or will we see a new byline in the morning? ============== "Apple (AAPL) Stock Up, Barclays Initiates Coverage With Positive Rating" by U-Jin Lee NEW YORK (TheStreet) -- Apple (AAPL - Get Report) shares are higher 0.82% to $111.11 on Thursday after analysts at Barclays this morning began coverage of the tech giant with an "overweight" rating and a $150 price target. The firm cited the iPhone's "renewed pricing power, a growing services model, and low cloud displacement risk," analysts said.
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Post by rickag on Oct 15, 2015 9:38:49 GMT -8
My estimate based on 160,000 employees comes out to about 2,500,000. At $110/share would be about $300,000,000, not a lot relative, but my numbers may, probably are, off substantially. Beat around the bush maths? Give 160,000 employees $1000-$2000 each = $160-$320 mil. I don't think he said give each employee. Also, Apple doesn't have that many employees, the official number for 2014 is 92,600. On re-reading Tim Cook's email it said,"This new program extends eligibility to everyone not covered by other RSU programs, effectively making everyone who works at Apple eligible for an RSU grant." I still don't know if my revised math is even close. My estimate based on ~100,000 employees(re: assume ~$1500/employee) comes out to about $150,000,000 (re: @ $110/share about 1,500,000 shares), not a lot relative, but my numbers may, probably are, off substantially. If this is done annually with guessing a 5 year vesting, the number could be lower as employees leave before fully vesting in the program. Seems like a very good program for helping retain employees. After five years an employee could end up with a good chunk of AAPL paying a decent dividend. Wonder if they will replace the current Employee Stock Purchase Plan (ESPP) with this RSU plan or keep both.
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Post by nagrani on Oct 15, 2015 10:16:06 GMT -8
For those that don't believe in technicals - watch what happens when Apple jumps over 112.75
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Post by rickag on Oct 15, 2015 10:22:35 GMT -8
For those that don't believe in technicals - watch what happens when Apple jumps over 112.75 I am not a technicals expert, so please help me out, what is the significance of $112.75? And will AAPL go up or down after it "jumps over $112.75"? Please note, I am not being sarcastic or dismissive, I am really interested.
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Post by incorrigible on Oct 15, 2015 10:24:49 GMT -8
For those that don't believe in technicals - watch what happens when if Apple jumps over 112.75 FIFY Edit: Bought a few Jan 2018 $120 calls yesterday.
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chinacat
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AAPL Long since 2006
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Post by chinacat on Oct 15, 2015 10:31:57 GMT -8
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Post by macster on Oct 15, 2015 11:18:49 GMT -8
May help sell more PC's. Personally I'd rather relax on my couch mousing my iMac, which sits on a movable stand, than holding a small screened iPad. As a matter of fact I think I'd be happy with a larger 21 inch + iOS device sitting on a desktop holder could replace a pc for many users of iOS or osX. Back off, tablets: PC companies plan a $70M ad campaign Put down that tablet: Microsoft, Intel and PC makers have $70M to remind you PCs are awesome Associated Press By Michael Liedtke, AP Technology Writer 31 minutes ago finance.yahoo.com/news/back-off-tablets-pc-companies-183130953.html
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Post by burtonair on Oct 15, 2015 13:19:45 GMT -8
So with Ben's comment yesterday. The intention survey in China on planned iPhone purchases Tim's comment to Cramer on China First weekend sales numbers And now this RSU - which will give every apple employee shares and a reason to start looking at the scoreboard every single day like us clowns --- This all points to Apple delivering in a big way later this month I'm not understanding the point of Ben's tweet. iPhone 6/6 plus weren't even on sale in China last September. Does it require research to come to his conclusion?
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Post by rickag on Oct 15, 2015 13:54:55 GMT -8
So with Ben's comment yesterday. The intention survey in China on planned iPhone purchases Tim's comment to Cramer on China First weekend sales numbers And now this RSU - which will give every apple employee shares and a reason to start looking at the scoreboard every single day like us clowns --- This all points to Apple delivering in a big way later this month I'm not understanding the point of Ben's tweet. iPhone 6/6 plus weren't even on sale in China last September. Does it require research to come to his conclusion? LOL
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Post by mace on Oct 15, 2015 17:13:41 GMT -8
For those that don't believe in technicals - watch what happens when Apple jumps over 112.75 I am not a technicals expert, so please help me out, what is the significance of $112.75? And will AAPL go up or down after it "jumps over $112.75"? Simple higher high higher low. Previous low is $108.21 and high is $112.75, yesterday low is $109.56 (higher low than $108.21), if AAPL moves above $112.75, become higher high. Many momentum traders like to jump in when there is higher high and higher low.
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Post by mace on Oct 15, 2015 17:18:05 GMT -8
...Tim Cook's email it said,"This new program extends eligibility to everyone not covered by other RSU programs, effectively making everyone who works at Apple eligible for an RSU grant.". Allow me to parse: Those previously get RSU won't be getting the new $1000-$2000 RSU grants. Eligible means not necessary get. Apple has not spelt out the eligibility in public. The usual practice is performance based but what yardstick? Somehow I got the impression is targeted at retail guys.
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Post by gtrplyr on Oct 15, 2015 18:22:56 GMT -8
iPhone6s goes on sale in India tomorrow .... I know we have a few people of Indian descent on this board including me but I don't think anyone on this board lives there ... how are we going to do there ? I know it's been a much harder nut to crack than China as Indians tend to be very pragmatic and many not be as inclined to pay the premium for the Apple product ... then again I have never lived there and it's been 20 years since I've even set foot in the country so really I have no clue ..... would love to hear from some people who do live there .... what say you ?
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Post by Red Shirted Ensign on Oct 15, 2015 19:14:13 GMT -8
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Post by rickag on Oct 16, 2015 3:48:27 GMT -8
...Tim Cook's email it said,"This new program extends eligibility to everyone not covered by other RSU programs, effectively making everyone who works at Apple eligible for an RSU grant.". Allow me to parse: Those previously get RSU won't be getting the new $1000-$2000 RSU grants. Eligible means not necessary get. Apple has not spelt out the eligibility in public. The usual practice is performance based but what yardstick? Somehow I got the impression is targeted at retail guys. Thanks for the information.
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