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Post by flyonthewall on Nov 26, 2012 0:03:19 GMT -8
What will the week after Thanksgiving and Black Friday bring? Given the incredible impact of APPLE product use over the last few days for purchasing, can we expect a nice bump today?
Let's have a great week!
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Post by flyonthewall on Nov 26, 2012 0:46:39 GMT -8
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Post by bloodylongaapl on Nov 26, 2012 2:32:59 GMT -8
Green in PM, $574 as I write this. Game on!
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Post by artman1033 on Nov 26, 2012 3:50:39 GMT -8
OOH! OOH! MOA! Close to home! PED I will stop in there Tuesday. Overall, the post is not really positive, if you look at the numbers.
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Post by bloodylongaapl on Nov 26, 2012 4:31:03 GMT -8
Not positive at all, but then a ridiculously small sample size so doesn't really mean anything. Luckily the FUDsters seem to be on holiday from AAPL so we should get away with it.
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Post by artman1033 on Nov 26, 2012 4:46:08 GMT -8
Not positive at all, but then a ridiculously small sample size so doesn't really mean anything. Luckily the FUDsters seem to be on holiday from AAPL so we should get away with it. It is a REPRESENTATIVE sample of the USA. The Mall of America is a cosmopolitan shopping area. "BLOOMINGTON, Minn. (WCCO) – The snowy and windy wintry weather didn’t stop local shoppers from heading to the Mall of America Thursday night in preparation for Black Friday. It’s the busiest holiday shopping day of the year, and it definitely looked like it at the biggest mall in the country. The doors opened at the Mall of America at midnight Thursday with as many as 30,000 people waiting to check off items on their gift list. Mall of America could break a single-day attendance record if the traffic keeps up on Black Friday. Dan Jasper with the Mall of America said there were some long lines when people first got into stores at midnight, but shoppers got in quickly and were very orderly. He said shoppers are enjoying themselves and getting into the holiday spirit. Mall of America officials said late Friday morning they are anticipating a shopper turnout of about 10 percent more than last year’s 219,000 that set a single-day record. " HERE
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Post by Odd-Lot Richard on Nov 26, 2012 4:56:15 GMT -8
It may be small but couldn't it be representative? Not that I'm looking for ways to blindside myself come The Quarterly.
Edit: I am a really slow responder who should hit refresh more and dither less.
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Post by Deleted on Nov 26, 2012 5:10:14 GMT -8
Say what you will about the New York Times, but Paul Krugman is right about THAT! Good for him.
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Post by Deleted on Nov 26, 2012 5:16:16 GMT -8
Not positive at all, but then a ridiculously small sample size so doesn't really mean anything. Luckily the FUDsters seem to be on holiday from AAPL so we should get away with it. Not positive? I disagree. The traffic counts are a good indicator of consumer interest. Online purchases are up and Apple has a new iPad in limited supply -- there are positive signs production ramp is improving. I did catch the drop off in Mac sales, and this is no doubt due in part to the delayed iMac and cannibalization by iPad. I'm not expecting tall numbers on the Mac side of Apple's f/s this quarter.
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Post by roni on Nov 26, 2012 5:52:30 GMT -8
It is a REPRESENTATIVE sample of the USA. The Mall of America is a cosmopolitan shopping area. No, it is not a representative sample of the USA. The second sentence has little to do with the first statement. Please to review sampling science. Thanks
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Post by Rupert on Nov 26, 2012 5:53:04 GMT -8
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Post by appledoc on Nov 26, 2012 6:03:44 GMT -8
Not positive at all, but then a ridiculously small sample size so doesn't really mean anything. Luckily the FUDsters seem to be on holiday from AAPL so we should get away with it. I don't know how many confounding variables Gene accounted for, but it's definitely far from a statistically sound sample. You take information like this for what it's worth. The most glaring issue would be the time frames he used. I don't know if he reported those somewhere, but it's not in the link. If he doesn't include the opening of the store, then he's likely missing many of the online pickup orders which weren't as popular last year since the iPad 2 was in healthy supply. Just something to note. iPad sales will be an all-time record. I have no doubt about that.
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Post by Deleted on Nov 26, 2012 6:16:22 GMT -8
It is a REPRESENTATIVE sample of the USA. The Mall of America is a cosmopolitan shopping area. No, it is not a representative sample of the USA. The second sentence has little to do with the first statement. Please to review sampling science. Thanks I agree that it's not representative as well. I will echo Munster's findings related to Macs. In my casual observance of what tables draw a crowd in an Apple store, it is NOT the Mac tables. A source of concern but realistically, Apple's EPS today is driven by iPhones and iPads.
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Post by rob_london on Nov 26, 2012 6:24:40 GMT -8
Not positive at all, but then a ridiculously small sample size so doesn't really mean anything. Luckily the FUDsters seem to be on holiday from AAPL so we should get away with it. I don't know how many confounding variables Gene accounted for, but it's definitely far from a statistically sound sample. You take information like this for what it's worth. The most glaring issue would be the time frames he used. I don't know if he reported those somewhere, but it's not in the link. If he doesn't include the opening of the store, then he's likely missing many of the online pickup orders which weren't as popular last year since the iPad 2 was in healthy supply. Just something to note. iPad sales will be an all-time record. I have no doubt about that. On Friday I again visited two Apple stores in central London (two of the largest by floor area in the world) and both were as busy as I've ever seen them. I asked the Apple employee who served me how the iPad mini was selling. He said extremely well; they get a new batch delivered every morning and sell out almost immediately.
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Post by Odd-Lot Richard on Nov 26, 2012 6:28:29 GMT -8
It may not be longitudinally representative, but the group has been doing this for five years. If one accounts for the different introduction times of the various products, the purchase counts compared to the prior years may have some bearing on AAPL models and valuations, no?
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Post by jdrizzo89 on Nov 26, 2012 6:28:47 GMT -8
Defy the market on Mondays please. How about a 20 point day. Monday-Wednesday strongest days when is in uptrend The zuck trying to get employees to switch. Doubt a lot of employees would after years of familiarization and $ spent on apps/content. Maybe once that darn Facebook phone comes out HA techcrunch.com/2012/11/24/facebook-droidfooding/
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Post by Rupert on Nov 26, 2012 6:32:26 GMT -8
Nick Nansen says..... I Have Met The Enemy And It is I Posted on November 25, 2012 I have met the enemy and it is I. I was drawn to trading stocks back in the mid 80′s because I had been successful at my career and I thought I was smarter than the average investor, therefore I would be a success. Most traders are very intelligent and are the best in their field. They are doctors, attorneys, accountants, engineers, business entrepreneurs, Ceo’s, and other successful individuals. I always assumed that I could analyze the news better than the average investor. One thing that took me about 10 years to realize was that most of the news that I analyzed was not true. There are 3 main sources of news that I relied on and all 3 sources were not accurate. First of all are the companies themselves. Read my article titled ” how Apple sandbags us”. Apple notoriously misleads us to what they actually think they can produce in future quarters. Apple does not do this because they have decided that lying is the best policy, they do this because they have learned that they have to do this to protect themselves from the analysts. The 2nd source of news stories are the big Banks and Hedge Funds that produce many news articles about Apple. These stories follow a predictable pattern where they are positive when Apple is being run up and they are negative when Apple is being run down. It took me years to figure this out. The 3rd source of news are the major news organizations like CNBC. Years ago they figured out that news stories about greed attracted 200% more investors than regular new stories. They also discovered that news stories that created extreme fear attracted 300% more viewers than regular news stories. This fits perfectly with the pros slanting the news stories depending on whether they are pushing Apple’s stock up or down. When the pros are sending out positive new stories on Apple, CNBC runs articles and analysts that play up the greed factor and emphasize how much money everyone is making on Apple stock and it really appeals to our own greed. We want to run out an invest in Apple. Of course, Apple is now a 16 or 17 PE Ratio. I always loved confirmation of my investment decisions. The news is positive, Apple is at new highs every day and CNBC is telling me 20 times a day how much money everyone has made and how rich I will be. When the pros are running Apple down, they run out all the negative pieces that are very negative on Apple. CNBC now starts running out all the analysts that they know are negative on Apple and will create a lot of fear. The pros are getting what they want and CNBC is getting higher ratings. This deluge of scary, frightful news on Apple scared the heck out of me for years. It would always convince me to sell everything and get out of Apple before it was too late. You can understand why our emotions and the news stories conspire to induce us to buy more at the top and sell more at the bottoms. I did this for years. I still feel the pull on my emotions. The very feelings that make us human, conspire to make us lousy traders. We are our own worst enemies. The last piece of the emotional story that conspires to make us lousy traders is the most basic need of all intelligent human beings, the need to be right. I am more intelligent than the average investor and I really need to be right. This simple need has probably cost me more money than anything over the last 30 years. It took me over 20 years to let go of this need and acknowledge that no matter how smart and experienced I am, I am going to be wrong at least 20% of the time. When you need to be right, you do not admit you made a mistake and you do nothing to rectify it. You have a tendency to just let your losses pile up when you buy near the top. Finally after losing more than you can stomach, you will sell near the bottom. If you cannot resist buying Apple when it is expensive, learn to admit you were wrong when it starts selling off, and just get out. I am still in love with the Thai people, they are so gentle and kind. The traffic can be rather daunting in the cities at first because of all the motorbikes weaving in and out. I recommend hiring a driver to take you around rather than renting a car. Everyone in Thailand likes to get massages because they are so reasonable, about 7 dollars an hour. Thai massages use a lot of deep tissue work and can be somewhat painful at first for the uninitiated, but the results make you feel so much looser. I have made a major commitment to stretch every day to stay loose. The Thai food is great. I love it. The Thai people like their food extremely hot so you need to ask them to make it less spicey at first. My wife and I and our daughter and her husband have eaten everything and we have had no problems with the food. I feel much better on a 100% Thai diet and I have even lost a few pounds. I realize how healthy a diet it is. I have resolved to eat more Thai food when I get back home. There are a number of Europeans, Australians and Americans living in Thailand. You can buy a nice home for at least 3 times cheaper than you can in the States. The weather is pretty Hot and humid, especially in The Southern part. The traffic might be an issue for a lot of people. LINK: nanseninvestments.com/
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Post by wolverine on Nov 26, 2012 6:33:25 GMT -8
It may not be longitudinally representative, but the group has been doing this for five years. If one accounts for the different introduction times of the various products, the purchase counts compared to the prior years may have some bearing on AAPL models and valuations, no? I find the data interesting, but hardly conclusive. In an era when we can lose, say $40 per share, after a miss of a couple of cents, we simply can't trust data like this. Get Nate Silver to cover Apple.
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Post by Deleted on Nov 26, 2012 6:34:07 GMT -8
The Zuck is no Steve Jobs. Further, my prediction is that Facebook will go the way of MySpace and others. Facebook counts me as a user, but I haven't posted anything in a year.
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Post by lance on Nov 26, 2012 6:43:53 GMT -8
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Post by Deleted on Nov 26, 2012 6:46:53 GMT -8
Nick Nansen: "Of course, Apple is now a 16 or 17 PE Ratio."
Huh? Did I read too fast?
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Post by Tetrachloride on Nov 26, 2012 6:52:12 GMT -8
579. .. I can breathe.
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chinacat
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Post by chinacat on Nov 26, 2012 6:54:15 GMT -8
Nick Nansen: "Of course, Apple is now a 16 or 17 PE Ratio." Huh? Did I read too fast? I believe that "now" referred to the "good times" referenced in the two preceding sentences.
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Post by terps530 on Nov 26, 2012 6:56:17 GMT -8
The Zuck is no Steve Jobs. Further, my prediction is that Facebook will go the way of MySpace and others. Facebook counts me as a user, but I haven't posted anything in a year. plus people have their pets as users. fake names, stores as users etc. I'd love to find out the ratio of total accounts to actual accounts of real people. I'd be it's near 1.3 : 1 aapl question: last week the talk was 572 to get above as the resistance. if it holds here, what are we looking at for the next stop on the way up? cheers
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Post by lance on Nov 26, 2012 7:00:17 GMT -8
75 dollars up in 5 days of trading.
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Post by rob_london on Nov 26, 2012 7:00:25 GMT -8
iPhone 5 shipping time is apparently down to one week in Australia.
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Post by appledoc on Nov 26, 2012 7:03:20 GMT -8
iPhone 5 shipment times down to a week in Australia.
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Post by artman1033 on Nov 26, 2012 7:24:53 GMT -8
iPhone 5 shipment times down to a week in Australia. I do not know how to compare wait times for the iPhone 5. How many different varieties are available in Australia? 6How many in the USA? 18?I find it very hard to compare.....
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Post by Tetrachloride on Nov 26, 2012 7:51:53 GMT -8
580 touched.
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Post by moltenfire on Nov 26, 2012 7:54:32 GMT -8
We're up on a down day for the NASDAQ & the DOW.
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