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Post by ahmpower on Jan 28, 2016 12:28:51 GMT -8
Note to self: next time 50 day ma crosses 200 day ma, or is it 20 crossing the 50 sell all shares. I never learn
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Post by incorrigible on Jan 28, 2016 12:30:24 GMT -8
Sponge sold! It's the bottom!
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Post by macster on Jan 28, 2016 12:38:55 GMT -8
announced early increase in dividend by 50%!!! kidding But i'm telling you this would be the kick to move the stock over couple of months. Value plus a potential for growth. Simple. History tells us it works. They can afford to do it. Everyone will be happy.
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Post by dreamRaj on Jan 28, 2016 12:41:46 GMT -8
I remember the time when Carl Icahn raised a storm at Dell Computer and Michael Dell pulled all strings to take the company private. Dell Goes Private: Inside The Nastiest Tech Buyout EverAlthough quite impossible, but one can still fancy the idea of Apple doing something extreme like that. Hey, something like buying back 40% of the company seems possible. Speaking of Carl, isn't it surprising that he's been a bit too silent on AAPL for a bit too long?
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Post by appleaddict on Jan 28, 2016 13:07:48 GMT -8
AMZN is up like it "already" reported good numbers! Well that was short-lived.
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Post by dreamRaj on Jan 28, 2016 13:08:23 GMT -8
AMZN falls to..., wait for it, yesterday's levels!!
It goes up 9% today before ER and then falls 9% after ER. How cool is that!
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JDSoCal
Member
Aspiring oligarch
Posts: 4,183
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Post by JDSoCal on Jan 28, 2016 13:14:36 GMT -8
Someone got whacked on AMZN. A miss by 33%. Jesus, any normal company would have its stock drop by 33% after that report. Let me guess, they reinvested all those revs into growth.
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Post by artman1033 on Jan 28, 2016 13:21:22 GMT -8
10-K www.sec.gov/Archives/edgar/data/320193/000119312515356351/d17062d10k.htm5,824,748,000 shares of common stock, par value $0.00001 per share, issued and outstanding as of January 9, 2015 aaplfinance.proboards.com/post/744835,702,722,000 shares of common stock, par value $0.00001 per share, issued and outstanding as of July 10, 2015 aaplfinance.proboards.com/post/813335,575,331,000 shares of common stock were issued and outstanding as of October 9, 2015. year over year: 5,864,840,000 shares of common stock were issued and outstanding as of October 10, 2014 289,509,000 net reduction.... 5,544,583,000 shares of common stock, par value $0.00001 per share, issued and outstanding as of January 8, 2016 www.sec.gov/Archives/edgar/data/320193/000119312516439878/d66145d10q.htm
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Post by artman1033 on Jan 28, 2016 13:39:20 GMT -8
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bud777
fire starter
Posts: 1,352
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Post by bud777 on Jan 28, 2016 14:04:06 GMT -8
I realize that not everyone shares my appetite for risk, but I want to point out that we are getting close to the same situation that I took advantage of in the summer of 2013. Apples current yield is 2.2%. If they follow form and raise the dividend 15%, that would bring it to 2.54%. Current rates for a 5/1 ARM refi mortgage are around 2.9% but I think better rates are out there. Oddly, the bump in the fed rates actually lowered mortgage rates. Using a refi to buy Apple stock may seem like a risky move, but I look at it just like buying using margin, except you don't have to worry about margin calls.
With a 5/1 arm you can hold the stock for 5 years using someone else's money. Does anyone really believe that Apple will be worth less in 5 years? You can start the application process now and time the closing for right after next quarter earnings. If the price is not attractive then, just don't close. You forfeit a small fee and a little time wasted on the forms. Even with the recent price collapse I am ahead a couple of hundred grand. Think about it
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Post by sponge on Jan 28, 2016 14:16:29 GMT -8
Here is the problem. World economy is slowing down fast. The market will correct and take us down with it. It does not matter how big the dividend is or how may iPhones they sell.
They are guiding 15% sales drop. What happens when they guide another in July? We have two more opportunities for WS to lower targets.
Yes we are close to bottom and looking at only another 10-15% drop.
However this time it will take quite a few positive things to get us back over 120. So there is I think 10 months of going nowhere.
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Post by deasys on Jan 28, 2016 14:43:59 GMT -8
Smartphone ASP is dropping and unit sales may also be peaking. Nope, not for Apple. The iPhone ASP actually increased last quarter. Yes, both painful and ridiculous. On the other hand, maybe it will be good for Alphabet to have the market cap crown—it will tone down some of the nonsense about Apple.
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Post by mrentropy on Jan 28, 2016 14:58:58 GMT -8
Smartphone ASP is dropping and unit sales may also be peaking. Nope, not for Apple. The iPhone ASP actually increased last quarter. Yes, both painful and ridiculous. On the other hand, maybe it will be good for Alphabet to have the market cap crown—it will tone down some of the nonsense about Apple. Again, I have not heard one PEEP about the law of large numbers with respect to either of those two
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Post by tuffett on Jan 28, 2016 15:12:38 GMT -8
Smartphone ASP is dropping and unit sales may also be peaking. Nope, not for Apple. The iPhone ASP actually increased last quarter. Yes, both painful and ridiculous. On the other hand, maybe it will be good for Alphabet to have the market cap crown—it will tone down some of the nonsense about Apple. I mean for the market as a whole. When we are talking about profit share of the entire market, the ASP of all devices in the market matter, because it contributes to the overall dollar value of the market. My point is that there is a good chance the value of the smartphone market has peaked and may decline. So Apple taking even 100% share may not mean anything in terms of increased earnings or a positive catalyst for the stock.
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Post by gtrplyr on Jan 28, 2016 16:47:01 GMT -8
Nope, not for Apple. The iPhone ASP actually increased last quarter. Yes, both painful and ridiculous. On the other hand, maybe it will be good for Alphabet to have the market cap crown—it will tone down some of the nonsense about Apple. I mean for the market as a whole. When we are talking about profit share of the entire market, the ASP of all devices in the market matter, because it contributes to the overall dollar value of the market. My point is that there is a good chance the value of the smartphone market has peaked and may decline. So Apple taking even 100% share may not mean anything in terms of increased earnings or a positive catalyst for the stock. I have yet to hear from any source that the smartphone market has peaked. Last year when Apple reported the quarter it did people said they couldn't even come close again .... that quarter was special because it included a new form factor .... even without that new form factor (6plus) Apple beat the number from last year and came close to meeting numbers despite a currency meltdown .... it was not a bad quarter and I can't believe it's being spun like that . India is next .... the cheaper 5se that we've been hearing about can do great things in terms of market share over there ... the 6S and 7 may prove to be too expensive for the average middle class citizen but regardless there is a untapped market over there. Apple is set to open it's first real store .... it's going to be a big deal. Maybe I've yet to take off the rose colored glasses but I see many good things in the report apple just delivered .... it's just that at the moment AAPL is the shit stock ...... one day soon that will change again .... just hold on tight. Cheers to the longs.
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Post by gtrplyr on Jan 28, 2016 16:48:42 GMT -8
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Post by tuffett on Jan 28, 2016 21:12:42 GMT -8
I mean for the market as a whole. When we are talking about profit share of the entire market, the ASP of all devices in the market matter, because it contributes to the overall dollar value of the market. My point is that there is a good chance the value of the smartphone market has peaked and may decline. So Apple taking even 100% share may not mean anything in terms of increased earnings or a positive catalyst for the stock. I have yet to hear from any source that the smartphone market has peaked. Last year when Apple reported the quarter it did people said they couldn't even come close again .... that quarter was special because it included a new form factor .... even without that new form factor (6plus) Apple beat the number from last year and came close to meeting numbers despite a currency meltdown .... it was not a bad quarter and I can't believe it's being spun like that . India is next .... the cheaper 5se that we've been hearing about can do great things in terms of market share over there ... the 6S and 7 may prove to be too expensive for the average middle class citizen but regardless there is a untapped market over there. Apple is set to open it's first real store .... it's going to be a big deal. Maybe I've yet to take off the rose colored glasses but I see many good things in the report apple just delivered .... it's just that at the moment AAPL is the shit stock ...... one day soon that will change again .... just hold on tight. Cheers to the longs. Let's be honest here. The quarter wasn't great in terms of growth. A couple hundred thousand units of growth with an extra 6 days of new iPhone sales as well as immediate China launch isn't exactly great news. What's worse is the guidance for next quarter. A clear double digit drop in iPhone sales. I'm not writing the entire company off but it should be of concern to all shareholders. This is the first time in the history of the product that growth will be negative. Q3 and Q4 will be very telling, and Q1 2017 will be crucial to see a return to growth. It's all up in the air right now.
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Post by longsince98 on Jan 29, 2016 0:44:51 GMT -8
Ben Thomson, Stratechery: Apple’s Good Earnings. If you forecast linearly, you would expect to sell 200 million iPhones in 2015, and 230 million iPhones in 2016. If you fit a logistic regression (i.e. an S-curve, which the data from 2008-2014 suggests), you would expect to sell 178 million iPhones in 2015, and 184 million iPhones in 2016. In fact, though, Apple sold 230 million iPhones in 2015… In other words, I actually don’t really see evidence that the iPhone is slowing down much at all. The most likely explanation for these results is that Apple did indeed pull forward some sales from 2016 to 2015, but that number pales in comparison to the new customers Apple picked up in both years (which inflated sales in 2015 and made up for the “pull-forwards” in 2016). In other words, I continue to believe you should stop doubting the iPhone!
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