Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Jan 21, 2016 3:14:27 GMT -8
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Post by phoebear611 on Jan 21, 2016 3:35:27 GMT -8
Alas, until we get some oil price stabilization it seems it will be a traders market. Whatever happened to open outcry and stable long-term investing? I'll answer my own question - algorithms, high frequency trading, a plethora of different type of options on each stock, a multitude of structured products.....and truly going global. I keep telling myself that it is not Apple - it's just the market in general that finds us here. It is what it is. I would be thrilled for this week to come to an end but now we face a "blizzard watch" on the east coast (New York, at least) - that's what I have to look forward to...ugh. Off to buy the "milk and bread"! PS: European interest rate decision is at 7:45 a.m. followed by press conference at 8:30 a.m. est. In the U.S. we have the usual Thursday reports ... unemployment etc.. etc..
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Post by CdnPhoto on Jan 21, 2016 6:41:54 GMT -8
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Jan 21, 2016 6:45:23 GMT -8
Ewan Spence at the Forbes Contributor Network has Samsung Challenges Apple With 'Magical' Galaxy Features. Interesting implementation. Takes advantage of existing infrastructure by wirelessly transmitting the Credit Card's Mag Stripe Data to the Card reader. While convenient, presumably one is exposed to all traditional mag stripe avenues of fraud as well -- including merchant data vulnerability.
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Post by tuffett on Jan 21, 2016 6:45:32 GMT -8
Why don't these idiots just wait 4 days to see what Apple has to say at this point?
So much for that nice bullish hammer.
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Jan 21, 2016 8:28:53 GMT -8
So how many BTFD this week?
How many have limit orders waiting at a lower price? If you don't mind would you consider sharing the price?
Kind of regretting not pulling the trigger yesterday. AAPL seems awfully low... How much lower can/will it go?
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Post by ericinaustin on Jan 21, 2016 8:40:23 GMT -8
bought 850 shares at 96.3 or something close to that on Tues. Cant think of a safer place to put cash right now. I have at least a 24 month time horizon though. There is a day or so of emotions that I get when I buy or sell a stock or option and it is quite involuntary . When I look back on the purchase in that time frame sometimes I feel guilt that I took a chance or missed a chance. Sometimes I feel reckless and sometimes I feel absolutely calm and confident that the move was very safe and will prove very profitable in the next year or so. I had that latter feeling with this purchase more than almost at any other time. It just doesn't seem nearly as risky as almost any other thing I could do with cash.
ericinaustin
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Post by CdnPhoto on Jan 21, 2016 8:46:43 GMT -8
So how many BTFD this week? How many have limit orders waiting at a lower price? If you don't mind would you consider sharing the price? Kind of regretting not pulling the trigger yesterday. AAPL seems awfully low... How much lower can/will it go? Picked up some 2018 LEAPs. $100 strike yesterday at the low ($14.05). (got lucky)
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Post by sponge on Jan 21, 2016 9:01:38 GMT -8
For now, the Earnings Expected move is ~ +/- $6.9 Not too bad. Let's start from 105 next Tuesday. It is satisfying to see us go up on a day CS lowers iPhone numbers. We are also slowly catching up with the Nasdaq.. If we can get to 100 by early Monday, we may have a real rally start to take form.
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Post by Red Shirted Ensign on Jan 21, 2016 10:05:55 GMT -8
93 stink bid remains unfilled. I won't move it. If it fills after earnings (which I hope is NOT the case) fine. otherwise, I'll take a look at some higher target.
The China Mobile numbers coupled with the other two China carriers likely numbers give me some comfort that the Iphone is chugging along.
I wonder how many shares Apple bought this quarter, and at what average price? I hope they burned up the entire remaining pool of buyback funds...why woudl they not!
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Post by archibaldtuttle on Jan 21, 2016 11:00:15 GMT -8
When I'm feeling bad about Apple's valuation I like to check these charts to see how crazy undervalued it is right now: www.aaplbeat.com/charts/
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Post by sponge on Jan 21, 2016 11:15:16 GMT -8
Of all the carries I expect Verizon to show the most weakness.
They are the most expensive and most likely saw the most defections.
The fact that TMobile gained 500K less subscribers says a great deal about defections between carries.
He is coming up with excuses and manages to push Android phones at the same time.
Not seeing 2016 is code word for we expect to lose more customers.
The unlocked iPhones Apple sales can't count as new subscribers since they are month to month non contract accounts.
Between Apple and TMobile the big carriers are about to see significant changes in their pricing, otherwise they will bleed customers.
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Post by rickag on Jan 21, 2016 12:18:02 GMT -8
So how many BTFD this week? How many have limit orders waiting at a lower price? If you don't mind would you consider sharing the price? Kind of regretting not pulling the trigger yesterday. AAPL seems awfully low... How much lower can/will it go? Limit order 200 shares @ $92.
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Post by artman1033 on Jan 21, 2016 12:27:08 GMT -8
From the earnings call transcript: seekingalpha.com/article/3825096-verizon-communications-vz-q4-2015-results-earnings-call-transcript?part=singleBrett Feldman Thanks for taking the question. Fran, you had noted had churn in upgrades, they were all lower year-on-year. It seems that across the sector, activity levels have been lighter than we might have thought, whether it’s churn or gross adds or upgrades. Why do you think that is? Do you think that this is a temporary factor or do you think it’s the new normal? Really, I guess the question is what do you think is going to happen in 2016? Francis Shammo Okay, thanks Brett. So look - 2014 was a unique year. You have a very different form factor come out from Apple, which drove a lot of traffic to that iconic device. You continue to have innovation from Samsung and LG, but we didn’t have that huge change in the handset this year that we saw a year ago, so that, I think, affected some of the upgrade model. But you know, when you look at it, we still did about 1.5 million more upgrades in the fourth quarter than we did in the third quarter, so the volume of upgrades still increased, it just wasn’t what it was a year ago. If you remember, I said coming into this way back in the second quarter, I said I did not anticipate that the fourth quarter this year would be in similar volume to the fourth quarter of last year, but if you go back to the previous years, I think you’ll see similar lower volume years and then you’ll have iconic devices come out, and it stimulates some usage case there. So for ’16, it’s too early to tell yet, but I would think that we’ll see similar trends that we did in ’15. Brett Feldman Are you seeing any evidence that as customers move to installment plans, they actually keep their devices longer? Francis Shammo Well, for our base it’s too early to tell because the first generation of them are just starting to mature. Until I get some real factual data on that, it’s hard for me to answer. My own personal opinion here is that if you look at history, a third of your customer base upgrades every year. I don’t see that changing, regardless of what plan the customer is on.
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Post by artman1033 on Jan 21, 2016 14:25:46 GMT -8
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Post by phoebear611 on Jan 21, 2016 14:43:17 GMT -8
These idiot forecasters can't get it straight as to what the hell is coming on the east coast:
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coma
Member
Posts: 522
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Post by coma on Jan 21, 2016 15:26:04 GMT -8
It's OK kids, I'm well stocked with TP, alcohol, food and gasoline for the generator. If it gets really bad, I'll just go to the condo and swim in the toasty indoor pool or perhaps lounge in the 104˚F spa . . . . . . stay tuned for news at 11 . . .
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Post by Luckychoices on Jan 21, 2016 16:12:42 GMT -8
So, if I'm reading this correctly, Garcha thinks his price target for AAPL is fine at $140, but he's acknowledging that he was perhaps overzealous in giving his iPhone sales estimate for March and 2016 and also in estimating the gross profit margins. So why does Patrick Seitz headline this as an "Apple investor concern"? Seems to me it's just another honest analyst admitting to everyone that they got it wrong. The fact that it's just a few days before earnings is entirely coincidental. /s
Another Apple investor concern: Gross margin declines BY PATRICK SEITZ
While many Apple (NASDAQ:AAPL) investors are worried about iPhone sales falling for the first time ever on a year-over-year basis, Credit Suisse analyst Kulbinder Garcha has raised another concern: a possible decline in gross profit margins. In a research report Thursday, Garcha cut his iPhone sales estimates for the March quarter and calendar year 2016, and lowered his gross margin forecast for Apple. However, he reiterated his outperform rating on Apple stock, with a price target of 140.
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Post by gtrplyr on Jan 21, 2016 16:32:04 GMT -8
There is simply no way for these analysts or anyone else for that matter to know what the heck is going on from the outside. This company is too big and sells too many different products in too many markets for anyone to have a handle on this. The only people who know are on the inside and I'm sick to death of hearing about all of this BS. EVERY quarter they report you can see how different the analysts are and every once in a while someone nails it ... it's LUCK because the next quarter they can be off by a mile .....
Unfortunately for us investors the stock gets trounced constantly by these experts ... It makes my blood boil ... especially now as I'm really feeling the pain of this downturn since I'm nearing a time frame where I will need to sell a chunk very soon.
We will all know Tuesday .... I'm really hoping they do well and blow out numbers and then proceed to say they are no longer breaking anything down ... period. On top of that I hope they announce the mother of all buybacks and or a nice dividend increase. One things for sure , even if these analysts are way off they will never issue any kind of apology instead they will hem and haw and use circular logic to convince people they are not full of crap ....
Cheers to the longs .... although I'm not very cheerful myself right now ....
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Post by Volvocoupe on Jan 21, 2016 16:59:08 GMT -8
There is simply no way for these analysts or anyone else for that matter to know what the heck is going on from the outside. This company is too big and sells too many different products in too many markets for anyone to have a handle on this. The only people who know are on the inside and I'm sick to death of hearing about all of this BS. EVERY quarter they report you can see how different the analysts are and every once in a while someone nails it ... it's LUCK because the next quarter they can be off by a mile ..... Unfortunately for us investors the stock gets trounced constantly by these experts ... It makes my blood boil ... especially now as I'm really feeling the pain of this downturn since I'm nearing a time frame where I will need to sell a chunk very soon. We will all know Tuesday .... I'm really hoping they do well and blow out numbers and then proceed to say they are no longer breaking anything down ... period. On top of that I hope they announce the mother of all buybacks and or a nice dividend increase. One things for sure , even if these analysts are way off they will never issue any kind of apology instead they will hem and haw and use circular logic to convince people they are not full of crap .... Cheers to the longs .... although I'm not very cheerful myself right now .... Here,here
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Post by zzmac on Jan 21, 2016 19:59:40 GMT -8
Here's what my crystal ball ("my guess", at least more honest than all the FUDsters out there who click-bait what they have to say as truth) says: Apple will come in very close to their guidance for the quarter, topping off the greatest year in capitalism. Their guidance though for the next quarter will be modest and will drag the price down to the $90 range (exercising everyone's stink bids). It will then start to slowly recover and head back over $100 after 1-2 months. The stock will start gaining traction mid year when Apple announces a deal with the NFL to televise a handful of games and then close in on their all time high later in the year when they announce the purchase of Time Warner along with their new streaming service. The iPhone 6 Plus skewed things in 2014 because of the pent-up demand but the iPhone 7 will be a big hit come September and things will start to shine again. Cheers to the longs and have patience.
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bud777
fire starter
Posts: 1,352
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Post by bud777 on Jan 21, 2016 23:09:49 GMT -8
A huge blowout in earnings will mean that the compare in January 2017 will be really tough. Better sell now.
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