Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Feb 3, 2017 3:59:01 GMT -8
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Feb 3, 2017 4:06:31 GMT -8
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Feb 3, 2017 5:40:17 GMT -8
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Post by rickag on Feb 3, 2017 5:47:18 GMT -8
Since84, thanks for the links, always enjoy the Macalope.
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bud777
fire starter
Posts: 1,352
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Post by bud777 on Feb 3, 2017 11:45:15 GMT -8
I am a little surprised at the lack of FUD concerning these earnings. It appears to me that pundits are completely ignoring the 13 vs 14 week quarter effect to our benefit. This is such an obvious opportunity for FUD and negativity that I am somewhat amazed. Does anyone have an explanation for this? It is making me nervous
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Ted
fire starter
Posts: 882
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Post by Ted on Feb 3, 2017 12:24:47 GMT -8
I am a little surprised at the lack of FUD concerning these earnings. It appears to me that pundits are completely ignoring the 13 vs 14 week quarter effect to our benefit. This is such an obvious opportunity for FUD and negativity that I am somewhat amazed. Does anyone have an explanation for this? It is making me nervous shh! 🤐
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Post by sponge on Feb 3, 2017 12:28:47 GMT -8
Or the fact that guidance was below WS expectations for Q2.
I still think short term computers sell or buy, regardless of earnings. After dropping the stock to 104 last earnings, thy decided there still room left in the rally from Nov..
The numbers were strong, so there is enough reason not to sell.
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Post by mace on Feb 3, 2017 13:19:14 GMT -8
I am a little surprised at the lack of FUD concerning these earnings. It appears to me that pundits are completely ignoring the 13 vs 14 week quarter effect to our benefit. This is such an obvious opportunity for FUD and negativity that I am somewhat amazed. Does anyone have an explanation for this? It is making me nervous It will come at an opportune time that benefit their agenda.
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Post by rickag on Feb 3, 2017 13:32:49 GMT -8
The big elephants on the trading floor are repatriation of the overseas holdings and potentially the lowering of taxes on profits made overseas.
I'm sure the bean counters have been working overtime to balance earnings and growth metrics with the elephants.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,428
Member is Online
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Post by chinacat on Feb 3, 2017 15:47:14 GMT -8
I am a little surprised at the lack of FUD concerning these earnings. It appears to me that pundits are completely ignoring the 13 vs 14 week quarter effect to our benefit. This is such an obvious opportunity for FUD and negativity that I am somewhat amazed. Does anyone have an explanation for this? It is making me nervous :) I guess we must be reading different articles, because it has been mentioned in most of the articles I read, albeit with varying emphasis and implication. For example from MarketWatch: "Not so fast. In the fourth quarter of 2015 (what the company calls its fiscal first quarter), there were 13 weeks in which revenue and earnings were generated, one less than in the most recently reported period." and Motley Fool: "If you just take the numbers and adjust them for this extra week, the quarter doesn't look so good." Don't worry, the skeptics and naysayers are still hard at work.
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Post by Volvocoupe on Feb 3, 2017 19:00:46 GMT -8
Hi everyone. It just came to me this morning as I was reading one of Jack Parcher's posts at Patently Apple. I had to logon and write something.
A recent post entitled "Silicon Valley Executives just can't help themselves trying to be the Superheroes of America" sounded a lot like the many comments one of the board members here has made over the years. Jack has put together several of these over the past couple of months, going on about many topics that show he is a strong supporter of the ideas that have come out of the new administration recently and that he has espoused for many years.
Have a read, and I am serious here, tell me if it doesn't sound just like our own JDSoCal. Isn't JD a lawyer? Could it be that D is his middle initial? Could our own JD be a Patent lawyer? Coincidence? Maybe not.
If it is you JD, sorry but I have been forced to stop following Patently Apple. If not, who cares.
On another note, our family's 4 sets of AirPods arrived yesterday. Unfrickenbelieveable product!
Thanks for your message all those months ago LuckyChoices.
Take care everyone.
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Post by Volvocoupe on Feb 3, 2017 20:21:42 GMT -8
And on another note… this forum has gone to complete shit since it lost lovemyipad as it's moderator. I hope she is doing well.
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bud777
fire starter
Posts: 1,352
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Post by bud777 on Feb 3, 2017 23:56:28 GMT -8
And on another note… this forum has gone to complete shit since it lost lovemyipad as it's moderator. I hope she is doing well. I miss her too, as well as Red and Gregg. Her kind welcome helped me want to get into options and she got me off on the right foot. I will always be in her debt
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Post by Odd-Lot Richard on Feb 4, 2017 0:46:30 GMT -8
Doesn't Phoebe stay in touch with her?
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,428
Member is Online
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Post by chinacat on Feb 4, 2017 6:48:45 GMT -8
And on another note… this forum has gone to complete shit since it lost lovemyipad as it's moderator. I hope she is doing well. I miss her also, but I disagree with the rest of your assessment. It is also important to consider the change in AAPL performance during much of that time. I still find many pointers to useful information and worthwhile opinions here; I am sorry that you do not.
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Post by Apple II+ on Feb 4, 2017 7:01:20 GMT -8
AAPL still has a long way to go up by August and October if Tim Cook and other executives are to get all/most of their performance-based restricted stock units (RSUs, i.e. stock). That's relative to the market, of course, so it still counts if AAPL remains flat or even goes down a bit if the broader market goes down.
Performance-based RSUs are based on three year total shareholder return (TSR). Tim Cook's next one vests in August and some other executive awards vest in October. A key is that the large appreciation in AAPL from 2013 into 2014, especially from April to August in 2014, is going to roll out of the three year TSR window, so the starting point for TSR is a lot higher than it has been for Cook's last 3 vesting periods.
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Post by Luckychoices on Feb 4, 2017 10:13:53 GMT -8
And on another note… this forum has gone to complete shit since it lost lovemyipad as it's moderator. I hope she is doing well. I miss her also, but I disagree with the rest of your assessment. It is also important to consider the change in AAPL performance during much of that time. I still find many pointers to useful information and worthwhile opinions here; I am sorry that you do not. I agree with your comment regarding "the change in AAPL performance" being a critical factor in volvocoupe's assessment of the forum. Seeing three pages of comments on both Wednesday and Thursday of last week was a great flashback to the "good old days"; but that was then and, as you suggested, the stock has been viewed differently by the market for the last few years. No question that lovemyipad did a great job as moderator and I hope things are going well with her. But, to me, the most important thing that helped this forum transition from having her as a moderator has been Since84 stepping up to start the thread off every day during the week, helping us keep updated with the latest AAPL related articles, contributing his insights and encouraging *considerate* discussions between members. Many folks have left the board because they lost confidence in AAPL as an investment and moved their money elsewhere, but too many have left because of mean-spirited comments made to them by other members. I hope we'll get back to the "good old days" when AAPL was putting a smile on our faces but I also hope the occasional display of animosity and general nastiness from those days never returns.
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Post by hledgard on Feb 4, 2017 12:02:32 GMT -8
Yes, I too am personally grateful for Since84. He has made my life better.
T H A N K S ! ! !
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