Thanks, Steve. The AAPL Tree is now on Apple News (iOS + web-readable and SOON on macOS) at apple.news/TuY-CX_-jRziryK895rDu6g - for a jumble of AAPL fundamentals, tech comment and a bit of AAPL chart nonsense | the ol' blog's at aapltree.wordpress.com | archived blog's on Medium @aapltree | Twitter @aapltree
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.
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?
SomeJuan: M1X... 16 cores of CPU, 16 cores of GPU, 4nm TSM fab, katy bar the door...
Jan 16, 2021 6:45:11 GMT -8
mercel: It's been a long strange trip - good to see you're still around (and in AAPL -my assumption).
May 10, 2019 9:48:32 GMT -8
Zeke: Long time no see. Nice to see familiar names still here.
Mar 25, 2019 11:42:52 GMT -8
sponge: Regarding the future of VR, I think it will be huge. I was a gamer when I was in college. But as an adult I lost interest. Last fall I flew up to visit my son at college and check out his new Vive set up. After playing with it for the weekend, I was
Apr 29, 2018 12:25:17 GMT -8
galleybob: thanks for your answer. I will copy and send to her
Nov 7, 2017 12:32:18 GMT -8
rickag: So since Jan 28th 2015 AAPL is up from 117.27 to 157.21
Aug 21, 2017 17:09:43 GMT -8
artman1033: VXAPL = 29.21 AAPL = $117.27 AFTER EARNINGS
Jan 28, 2015 11:54:46 GMT -8
artman1033: VXAPL = 44.94 AAPL = $110.39 BEFORE EARNINGS
Jan 27, 2015 8:12:53 GMT -8