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Post by lovemyipad on Nov 24, 2012 9:59:46 GMT -8
My WAGs:
ATH 2013: 1010 (double the NOV'12 low)
Year End 2013: 750
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Post by Tetrachloride on Nov 24, 2012 12:31:36 GMT -8
750 would be my bottom scraper for post October earnings. I'm more at 820-850, but going higher related to gross margin.
By Dec 4, I expect 820-920 as the holiday season is underway.
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Post by mbeauch on Nov 24, 2012 12:39:30 GMT -8
My WAGs: ATH: 1010 (double the NOV'12 low) Year End: 750 Lovey, December 31st of what year? 750 at the end of 2013 would be awful. |
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Post by lovemyipad on Nov 24, 2012 14:32:06 GMT -8
Mark, yep 2013...about as awful as this feels right now, I'm thinking. The same pattern...
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Post by mbeauch on Nov 24, 2012 15:52:09 GMT -8
Mark, yep 2013...about as awful as this feels right now, I'm thinking. The same pattern... Yech |
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Mav
member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,783
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Post by Mav on Nov 24, 2012 17:26:08 GMT -8
Hey, if I think I can see a pattern, I won't question it - I'll just _go_ with it. AFB collectively gains experience and all that good stuff.
Let's just see how we end up end of 2012 first. Barring macro, the AAPL story looks pretty good right up to fiscal Q2 2013 at least...
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Post by bribery on Nov 24, 2012 18:38:36 GMT -8
ATH 1010 in '13? Don't even say that! - Makes me fantasize with how absurdly rich that scenario would make me.
I see it rocketing by the end of Q1 but that's as far as I see
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Post by bribery on Dec 10, 2012 0:17:23 GMT -8
This is how I'd like it to play out.
Q1: blowout earnings > $15. Corrected to 13 weeks instead of 14, that'd be 25% EPS increase.
Q2: another YOY great earnings. Apple will not have deployed a lot of its stuff until January for most of the world, while the iPhone/iPad mini is only getting 2/3 weeks in most of the world as well.
Q2/Q3: deal with CM
Q3: iTV announcement
Great holiday season, etc., and we sell the soon-to-be-purchased Jan calls/CBSs before expiry.
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Post by Tetrachloride on Dec 10, 2012 7:53:20 GMT -8
Revenue and EPS for FY 2013
$ 200-218 B
$ 54-59
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Post by mbeauch on Dec 10, 2012 8:33:03 GMT -8
Revenue and EPS for FY 2013 $ 200-218 B $ 54-59 But, but, but, that is only 25% growth for a megacap company, that means slash the p/e to 10 because they are only adding $50 billion in cash to the balance sheet and paying a small dividend.  (BTW, I still wish they would have done a buy back instead of a dividend) Imagine a company having 170 billion in the bank, no debt and trading at a discount to the overall market. Never happen right?  |
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Post by Tetrachloride on Dec 10, 2012 14:29:25 GMT -8
50 Billion is about right. I have $ 52 B in net revenue not including effects of dividends or stock buybacks and other sales caveats.
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Post by mbeauch on Dec 10, 2012 17:21:55 GMT -8
L, I accounted for dividends, including a 20% increase to $12/yr, but not for BB's, need to refigure.
BTW, I hate the way the iPad spells for me.
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Post by Tetrachloride on Dec 10, 2012 19:10:06 GMT -8
I dialed down on iPhone unit sales for now. That is, my future SuperBird blowout scenario is still in somebody else's garage.  |
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Post by appledoc on Dec 30, 2012 12:59:04 GMT -8
ATH 880
Year end 780
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Post by lovemyipad on Dec 30, 2012 14:31:53 GMT -8
My WAGs: ATH 2013: 1010 (double the NOV'12 low) Year End 2013: 750 I must amend this to... ATH: 1002 (double the DEC'12 low) Year End: 750 |
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Post by rosie on Dec 30, 2012 15:00:44 GMT -8
that's actually a very optimistic amendment!
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Post by Tetrachloride on Dec 30, 2012 15:20:51 GMT -8
750 minimum. 900 is possible. Target of 800-850.
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Deleted
Deleted Member
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Post by Deleted on Dec 31, 2012 15:10:53 GMT -8
Here's last years predictions (from the old AFB)
I'm pretty impressed the groups average prediction was only about 6% off the actual.
Capablanca $405.00
Mstefa $499.00
Incorrigible $509.50
Tantoday $516.00
Lovemyipad $520.00
Afterglow $525.00
Mav $540.00
Macorange $540.00
RedShirtedEnsign $544.00
JohnG $550.00
Burgess $567.00
JJJZ $584.00
Omacvi $625.00
Gregg Thurman $685.00
McharlieM $710.00
2 Cents $770.00
Average $568.09
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Deleted
Deleted Member
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Post by Deleted on Dec 31, 2012 15:17:16 GMT -8
My wager:
ATH 2013: $960.00
Closing price December 31st 2013: $920.00
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Post by Red Shirted Ensign on Dec 31, 2012 20:43:43 GMT -8
ATH will be in October at 923
Close the year, one year from tonight.......843
Write it down....
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(BTW, I still wish they would have done a buy back instead of a dividend)
