Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Jan 25, 2016 3:20:19 GMT -8
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Jan 25, 2016 4:55:15 GMT -8
To get the discussion going, here is the latest from Scott Galloway. Enjoy. Scott, if your reading, take a breath and drink some water.
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Post by firestorm on Jan 25, 2016 5:43:42 GMT -8
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Jan 25, 2016 6:38:12 GMT -8
Liked the GREEN better...
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Post by sponge on Jan 25, 2016 9:06:11 GMT -8
Our fate is tied to oil. Oil is down and so are we.
It could be worse, but then we are nowhere near the 200 MA which would be the signal to truly buy. Let's see if earnings will do the trick.
My gut says that any big move thru May will be sold off during the summer.
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Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
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Post by Mav on Jan 25, 2016 9:12:24 GMT -8
ICYMI, here's my total WAG for FQ1 and "thoughts" on 1H FY 2016 in general. apple.news/ArSARQlwZM3-m3srlpiCdXgI know, right! I have a (regular ol' RSS) channel on the Apple News! (It ate my first post, actually, but the two that matter made it over I guess, typos and all.)
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Post by phoebear611 on Jan 25, 2016 10:47:55 GMT -8
So an exclusive for Appleinsider.com: Apple's 'Project Titan' at crossroads, team in hiring freeze, source says appleinsider.com/articles/16/01/25/apples-project-titan-at-crossroads-team-in-hiring-freeze-source-saysLike I said...I always feel there is a conspiracy somewhere and I just didn't buy the "he's leaving to spend more time with family"....same BS everyone gets fed when someone is fired. In addition, Seeking Alpha (rag) mentioned this: According to "a previously reliable source with knowledge of the [car] team's activities," the freeze followed a progress review by Jony Ive, who "expressed his displeasure" with Titan's progress. The report shortly follows one from the WSJ stating Steve Zadesky, the Ford vet in charge of Titan, is leaving Apple for "personal reasons."
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Post by incorrigible on Jan 25, 2016 11:35:55 GMT -8
Interesting:
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Jan 25, 2016 11:38:45 GMT -8
The Apple headlines seem a bit shrill today. The day before earnings.
Or is it just me?
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Post by dreamRaj on Jan 25, 2016 12:15:43 GMT -8
Was hoping for a better run-up before ER. OTOH, I'll make myself happy by thinking the lesser the run the lower the fall.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,429
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Post by chinacat on Jan 25, 2016 12:16:03 GMT -8
Instant Poll: What do board members think that Apple needs to report tomorrow for AAPL to get a solid bump, say 10-15 points? One would think that hitting the top of their guidance should do that, but after the lack of respect that their performance in the last two quarters got I just don't know what to think anymore. No matter what Apple does, "concerns" about future growth never seem to wane.
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Post by sponge on Jan 25, 2016 12:26:59 GMT -8
To get that big of a bounce they need to report over $85 billion
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Post by incorrigible on Jan 25, 2016 12:28:43 GMT -8
No matter what Apple reports, the stock will drop.
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Post by dreamRaj on Jan 25, 2016 12:30:51 GMT -8
Instant Poll: What do board members think that Apple needs to report tomorrow for AAPL to get a solid bump, say 10-15 points? One would think that hitting the top of their guidance should do that, but after the lack of respect that their performance in the last two quarters got I just don't know what to think anymore. No matter what Apple does, "concerns" about future growth never seem to wane. 85+ Bln and Eps of 3.5+ Such unexpected numbers should give us a 10% bump. And what will keep that bump up and running is a guidance of 58 Bln and TC reiterating in the CC that analyzing supply chain/channel checks are useless and iPhone sales are going fine. Let's see if even one thing from the wish list above actually happens.
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Post by mw1 on Jan 25, 2016 12:43:01 GMT -8
PLUS....$35 oil
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Post by phoebear611 on Jan 25, 2016 12:47:38 GMT -8
As Wall Street is aghast at the growth numbers out of China and convinced that there is pure saturation of mobile phones in those markets - I'm betting TC and the crew know something we don't - they are ramping up even more in China on store openings: mrtopstep.com/apple-inc-ramping-up-china-store-openings/
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Post by sponge on Jan 25, 2016 13:55:41 GMT -8
The good news is that oil lost all of the gains from Friday and Apple only 2%.
Not a great day at all. The computers seems to want us to start from 100 tomorrow.
It will interesting to see where we will be a week from tomorrow. My guess is that WS will make sure Apple can't buy its stock back at these discounts. I think we will be between 110-115. A pop of 5% in the afternoon and then slow and steady upwards.
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bud777
fire starter
Posts: 1,352
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Post by bud777 on Jan 25, 2016 13:56:12 GMT -8
It really doesn't matter what the numbers are. Just like Yogi Berra saying, "No one goes there anymore, that place is too crowded" no one buys Apple anymore, because no one buys Apple. If we report over $80B and don't move up, time to sell OTM calls.
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Post by BillH on Jan 25, 2016 13:59:23 GMT -8
As Wall Street is aghast at the growth numbers out of China and convinced that there is pure saturation of mobile phones in those markets - I'm betting TC and the crew know something we don't - they are ramping up even more in China on store openings: mrtopstep.com/apple-inc-ramping-up-china-store-openings/They are so underserved in China that they would probably be building stores if they expected the next five years to be less than stellar. Much of the US was built out in similar times. I'm personally not reading much into it. My question remains unanswered. What the hell happened the first time they said they'd be aggressive rolling out stores. I'm guessing there's a tale of governments and intrigue associated with the pull back.
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Post by macwire on Jan 25, 2016 14:04:39 GMT -8
The good news is that oil lost all of the gains from Friday and Apple only 2%. Not a great day at all. The computers seems to want us to start from 100 tomorrow. It will interesting to see where we will be a week from tomorrow. My guess is that WS will make sure Apple can't buy its stock back at these discounts. I think we will be between 110-115. A pop of 5% in the afternoon and then slow and steady upwards. Earnings aren't gonna matter in the short to medium term if the market is down trending...any lift will likely be eaten up in the general direction of the market (which is down, since middle december) The bigger question (as the market is forward pricing mechanism and not a backward pricing mechanism) is what the general market weakness is stating about the economy. By all measures there is not anything close to a recession here in the US currently. But all economic data is lagging by months on average and a few weeks at best so...what is the market weakness telling us about what will happen this spring/summer/winter? Something is afoot...toss in total market complacency and bearish world market headwinds and US companies using a ton of financial engineering to make their bottom line look better... Hmm. Something is up. Anyways, as it related to apple if the market were to decline another 10 percent, apple is not immune. Be careful all, develop a plan stick to your plan and trade your plan.
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Post by sponge on Jan 25, 2016 14:13:06 GMT -8
In my view it is Apple that took the market down the last 2 months.
It will be Apple that will lift it and surpass it.
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Post by macwire on Jan 25, 2016 14:22:35 GMT -8
In my view it is Apple that took the market down the last 2 months. It will be Apple that will lift it and surpass it. ok mate.
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Post by sponge on Jan 25, 2016 14:58:11 GMT -8
This is the longest disconnect between the stock price and solid earnings. WS can only cry wolf for so long when the data shows great solid growth.
We had a great deal of crying back in 2014 when the 5S showed a mere 7% growth in Q1. WS yelled fire and declared the iPhone had peaked.
History is repeating itself but we have more retail investors that are getting spooked then ever before. The big boys believe their own BS and don't buy either.
It is a great opportunity for Apple. They will buy stock at 115 instead of 150.
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Post by osx10 on Jan 25, 2016 15:12:58 GMT -8
Question - why is it that sometimes, but not always, on ER afternoon trading in AAPL is halted? Who decides and what is criteria? Generally a good or bad sign? Buckle is securely fastened for tomorrow..
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Post by artman1033 on Jan 25, 2016 15:35:14 GMT -8
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Post by dreamRaj on Jan 25, 2016 16:08:53 GMT -8
Question - why is it that sometimes, but not always, on ER afternoon trading in AAPL is halted? Who decides and what is criteria? Generally a good or bad sign? Buckle is securely fastened for tomorrow.. I love it when the stock is "Halted". As I remember it, whenever that has happened with Apple's ERs, it's been a blow-out report. Probably it's a requirement when numbers are off-the-charts good (or bad, I guess).
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Post by macwire on Jan 25, 2016 16:18:05 GMT -8
Question - why is it that sometimes, but not always, on ER afternoon trading in AAPL is halted? Who decides and what is criteria? Generally a good or bad sign? Buckle is securely fastened for tomorrow.. can be either way. basically, they want the public to be able to digest the news before trading on it. don't be wedded to a halt being a good thing necessarily...
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Post by rickag on Jan 25, 2016 16:37:21 GMT -8
As Wall Street is aghast at the growth numbers out of China and convinced that there is pure saturation of mobile phones in those markets - I'm betting TC and the crew know something we don't - they are ramping up even more in China on store openings: mrtopstep.com/apple-inc-ramping-up-china-store-openings/A pleasant article to read. And yes, Apple executives know more than the rest of us, including analysts. Thanks for the link.
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Post by nagrani on Jan 25, 2016 17:24:43 GMT -8
The good news is that oil lost all of the gains from Friday and Apple only 2%. Not a great day at all. The computers seems to want us to start from 100 tomorrow. It will interesting to see where we will be a week from tomorrow. My guess is that WS will make sure Apple can't buy its stock back at these discounts. I think we will be between 110-115. A pop of 5% in the afternoon and then slow and steady upwards. Sponge stop pulling numbers out of your ass.
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Post by artman1033 on Jan 25, 2016 18:14:00 GMT -8
As Wall Street is aghast at the growth numbers out of China and convinced that there is pure saturation of mobile phones in those markets - I'm betting TC and the crew know something we don't - they are ramping up even more in China on store openings: mrtopstep.com/apple-inc-ramping-up-china-store-openings/A pleasant article to read. And yes, Apple executives know more than the rest of us, including analysts. Thanks for the link. Danny Riley is a Fine fellow.... If I want to know his "guess" on the movement of the S&P over the next 3 hours, I can trust is knowledge of the subject. but on this: "Apple Inc.’s (NASDAQ:AAPL) commitment to open 40 retail outlets in China by October 2016 is evident, after the tech giant opened its 33rd store, this time in Qingdao. Apple Insider confirms that the new store’s launch is scheduled for January 31, marking it as the fifth store to open this month, as part of the company\'s broader expansion plan." MY question: WHY doesn't Apple opened 40 stores per quarter in China?Apple has 268 stores in the USA. Apple has 26 stores in China. Apple can use the money in Ireland to pay for the stores. WTF! en.wikipedia.org/wiki/Apple_Store
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