chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Mar 19, 2016 9:25:13 GMT -8
Largest weekly price increase since late November. Is it possible that there is some optimism in advance of this week's event? Certainly there seems to be little anticipation in the press. I have to wonder whether the sleuthing of the Mark Gurmans and Ming-chi Kuos of the world has removed any possibility of anticipation or unexpected delights from these events.
The availability of the Apple Events app on tvOS has been reported, but it has not shown up on any of my devices (iPhone, iPad, last model Apple TV). Did I miss something? Can anyone tell me whether it is expected to be available on iOS?
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Post by infohunter on Mar 19, 2016 10:33:18 GMT -8
The Apple Event Icon is on my Apple TV right next to Hulu.
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bud777
fire starter
Posts: 1,352
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Post by bud777 on Mar 19, 2016 11:17:51 GMT -8
I cannot remember if we have discussed this, but I had an epiphany recently about Apple. Usually, my epiphanies are the result of something I read in the past 48 hours and forgot that I read it. Who said that there are not benefits to old age? So with that request for forgiveness for my rapidly advancing senility, here is the insight.
If you are a WS analyst and you are covering a wide variety of stocks, looking for the best places to invest your clients money, you have to have some kind of standard yardstick. If you are comparing an oil company to a tech company to a consumer driven company, you need something that makes sense across these wildly different kinds of businesses. P/E, PEG, Dividend yield, all of these require special consideration based on the sector. One yardstick that seems to span all kinds of stock is Return on Assets. It could be thought of as the fundamental fundamental. I don't necessarily agree with that view, but I can imagine a WS analyst looking for solid ground buying that argument. If that is the case, think about what that means for Apple. While the company grows at 20+ percent, all that cash is doing very little. In fact, with currency headwinds, it might even be a drag. Is it possible that this kind of reasoning leads to our low P/E? Somehow this would be more comforting to me than the evil overlord theory. WS Analysts, like accountants are always going to choose the evaluation method that exposes them to the least risk. Just a thought for a slow Saturday afternoon.
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Post by Luckychoices on Mar 19, 2016 11:26:42 GMT -8
Largest weekly price increase since late November. Is it possible that there is some optimism in advance of this week's event? Certainly there seems to be little anticipation in the press. I have to wonder whether the sleuthing of the Mark Gurmans and Ming-chi Kuos of the world has removed any possibility of anticipation or unexpected delights from these events. The availability of the Apple Events app on tvOS has been reported, but it has not shown up on any of my devices (iPhone, iPad, last model Apple TV). Did I miss something? Can anyone tell me whether it is expected to be available on iOS? Chinacat, just need to go to the Apple TV app store to download the Apple Events app. We did so last night to get ready for Monday.
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Post by rickag on Mar 19, 2016 13:01:20 GMT -8
I cannot remember if we have discussed this, but I had an epiphany recently about Apple. Usually, my epiphanies are the result of something I read in the past 48 hours and forgot that I read it. Who said that there are not benefits to old age? So with that request for forgiveness for my rapidly advancing senility, here is the insight. If you are a WS analyst and you are covering a wide variety of stocks, looking for the best places to invest your clients money, you have to have some kind of standard yardstick. If you are comparing an oil company to a tech company to a consumer driven company, you need something that makes sense across these wildly different kinds of businesses. P/E, PEG, Dividend yield, all of these require special consideration based on the sector. One yardstick that seems to span all kinds of stock is Return on Assets. It could be thought of as the fundamental fundamental. I don't necessarily agree with that view, but I can imagine a WS analyst looking for solid ground buying that argument. If that is the case, think about what that means for Apple. While the company grows at 20+ percent, all that cash is doing very little. In fact, with currency headwinds, it might even be a drag. Is it possible that this kind of reasoning leads to our low P/E? Somehow this would be more comforting to me than the evil overlord theory. WS Analysts, like accountants are always going to choose the evaluation method that exposes them to the least risk. Just a thought for a slow Saturday afternoon. Sounds rational, therefore Wall Street must use some other less rational reasoning. Actually, I am sure Apple is penalized by some in the investment community for excess cash being underutilized. Apple's problem is most is held overseas. Then again if interest rates were allowed to float to a more natural level that cash would be a printing machine.
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Post by Red Shirted Ensign on Mar 20, 2016 8:29:25 GMT -8
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coma
Member
Posts: 522
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Post by coma on Mar 20, 2016 8:37:31 GMT -8
Can I quote you on that ?
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Post by pauls on Mar 20, 2016 13:54:07 GMT -8
Fun Apple story- my wife had sinus surgery. Part of recovery is flushing out sinuses with a saline solution via Netty pot or squirt bottle. Today she irrigated and some of the liquid stayed in her head, unbeknownst to her. Surprise, a couple of ounces of saline drained out of her nose onto her MacBook Air keyboard before she knew it, rendering it unresponsive. Of course she is right in the middle of a huge rush proposal. So now I'm at Apple Store for replacement and data transfer. Smooth transaction!
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Post by rickag on Mar 20, 2016 15:36:10 GMT -8
Anyone have any idea if Apple surprises tomorrow with something unexpected?
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Post by nagrani on Mar 20, 2016 15:52:53 GMT -8
Anyone have any idea if Apple surprises tomorrow with something unexpected? I think bands will surprise to the upside
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Post by rickag on Mar 20, 2016 16:42:30 GMT -8
Anyone have any idea if Apple surprises tomorrow with something unexpected? I think bands will surprise to the upside U2 Sorry for the bad pun.
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