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Post by aaplsauce on Sept 15, 2021 22:56:22 GMT -8
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4aapl
Moderator
Posts: 3,598
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Post by 4aapl on Sept 16, 2021 5:06:34 GMT -8
Apparently some regions require them to be included, so this isn't completely unheard of. There was a time, with Tim or possibly with Steve, that it was talked about how much more energy efficient Apple's USB charger was. While we do have a few USB AC adapters around, and some things that need them for charging (like a tiny RC helicopter) don't come with them, a wrinkle is the switchover to USB-C. I believe the iPhones now come with a lightning to USB-C cable, but we don't own any USB-C AC adapters. FWIW, a workaround is to get a wireless charging device. Non-Apple ones plug into a normal USB AC adapter, normally with an included USB-micro cable. We use one, plus a lightning cable, and normally those 2 options are enough to keep our now 4 daily iPhones charged up, though sometimes the lightning cable for the iPad, or the wireless charger on an alarm clock, are also needed. It was only when a couple families with kids were here for a ski week that things got a bit crazy with the chargers.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,425
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Post by chinacat on Sept 16, 2021 7:12:13 GMT -8
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Post by zebrum on Sept 16, 2021 8:28:33 GMT -8
Today is the 10th red day in a row. Guess it is true Sept is the worst month for stocks.
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4aapl
Moderator
Posts: 3,598
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Post by 4aapl on Sept 16, 2021 10:17:36 GMT -8
Today is the 10th red day in a row. Guess it is true Sept is the worst month for stocks. For who? AAPL was green yesterday, and 3 days ago, and then something like 7 days ago. Both the Nasdaq and S&P have had green days in the past week. We're not hitting new highs, but 148 isn't off much, and JD's post last Friday of the high number of calls at 150 that expire this week could be a little part of it (was 208k, now 164k, with 75k puts). It's not just Apple, as a headline this week said it's quadruple witching day this week.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,425
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Post by chinacat on Sept 16, 2021 10:43:07 GMT -8
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Post by Luckychoices on Sept 16, 2021 11:31:52 GMT -8
I know many on AFB were obviously not impressed by Tuesday's product release: Underwhelming, nothing new, incremental updates, no Big New Thing, non event, disappointing, nothing revolutionary.
Have we become a little spoiled by the amazing technology that Apple and others have released over the last 10-15 years? Personally, I think perhaps we sometimes don't fully appreciate where we are now with technology...and just judging from the comment I lifted from Seeking Alpha, I believe the commenter, stockavenger, feels that same way. 😎 ===== stockavenger Yesterday, 10:45 PM
Comments (2.34K) @yardbird99 personally I miss the rotary dial telephone. It was just so tactile and satisfying to use. It really felt like an achievement getting the number right first time. They've stolen all that from us! Only thing I ever used that was more satisfying was the solid thunk of a teletype issuing COMMANDS to a 30 foot long mainframe. Those were real commands, things that would make tape drives whir and printers bigger than your car aggressively spit paper. Now all we have is this modern point and click rubbish. To top it all you can't even grab a coat for a pillow and lie down on top of a modern computer for a nap. All these have gone and now too their contemporary, the headphone jack. Totally useless!
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,425
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Post by chinacat on Sept 16, 2021 14:06:51 GMT -8
PED has Apple: What chip shortage?. It includes this perhaps surprising note: “To date, Apple has been a big beneficiary of the chip shortage when it comes to gaining share against its biggest rivals.”. Well they may have gained against their rivals, but this is one customer who was not thrilled about waiting an extra month for our new iMac to be delivered. AppleInsider has Apple shareholders press company to reverse 'anti-competitive repair policies'. It includes reports that “The resolution calls Apple's combination of promoting sustainability while inhibiting repairs "disingenuous." It adds that the Cupertino tech giant "risks losing its reputation as a climate leader" if it doesn't reverse its restrictive repair policies. I have mixed feelings. On the one hand, Apple has always used control of the process to maintain the quality that is key to their brand; on the other I would like to understand better how others, if as implied, can execute repairs in a climate friendly manner and maintain quality standards if Apple cannot.
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Post by archibaldtuttle on Sept 16, 2021 15:30:40 GMT -8
Looking to diversify away from AAPL into other names. It's treated me well over the last 20+ years and I will still hold some, but the underperformance of the stock against its peer group has me questioning the opportunity cost.
I've mentioned a lot that AAPL has underperformed S&P index in the last year. And the response is always, "well, what about the longer term?"
Fine, in the 1 year *and* 5 year timeframes, AAPL has underperformed TSLA, MSFT, NFLX, and SHOP, just to name a few.
The question is, what will be the best place to put investment dollars in the next year and 5 years? Maybe AAPL, but maybe something else...
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Post by hledgard on Sept 16, 2021 17:50:19 GMT -8
Looking to diversify away from AAPL into other names. It's treated me well over the last 20+ years and I will still hold some, but the underperformance of the stock against its peer group has me questioning the opportunity cost. I've mentioned a lot that AAPL has underperformed S&P index in the last year. And the response is always, "well, what about the longer term?" Fine, in the 1 year *and* 5 year timeframes, AAPL has underperformed TSLA, MSFT, NFLX, and SHOP, just to name a few. The question is, what will be the best place to put investment dollars in the next year and 5 years? Maybe AAPL, but maybe something else... Love your post, Archiboldtuttle ! ! !
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4aapl
Moderator
Posts: 3,598
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Post by 4aapl on Sept 16, 2021 20:45:11 GMT -8
Looking to diversify away from AAPL into other names. It's treated me well over the last 20+ years and I will still hold some, but the underperformance of the stock against its peer group has me questioning the opportunity cost. I've mentioned a lot that AAPL has underperformed S&P index in the last year. And the response is always, "well, what about the longer term?" Fine, in the 1 year *and* 5 year timeframes, AAPL has underperformed TSLA, MSFT, NFLX, and SHOP, just to name a few. The question is, what will be the best place to put investment dollars in the next year and 5 years? Maybe AAPL, but maybe something else... Always good to look for better things, though it depends on how you define better. One question is if, one and five years ago, you would have felt that any of the various listed ones would beat AAPL in the coming timeframe. It's risk/reward, but also volatility. Maybe something that beat AAPL by 10% on the 5 year period, but was twice as volatile or felt more risky, wouldn't have been worth it. Personally, if our portfolio was in cash today and I was reinvesting it, I wouldn't put it in the same percentages as it currently is, and I would put a decently large percentage into some indexes with a lot of things. For me, it's the worrisome but improbable "hit by a meteor" thing, against both the potential reward but also the needed reward. Unless I take up a bad habit of buying supercars, and an option on a garage to fix them (sorry, couldn't avoid it), even market returns will give us much more than we ever need. I will say that there have been many times where the new and popular companies, like First Solar, or any fuel cell company, haven't been the best investment. There are exceptions, like Tesla and Moderna, that have done well. But you can't just look at any disrupter and have it be golden. Sometimes that is where it comes back to AAPL. If instead, comparing it to the market, I don't feel on too shaky of ground to guess at AAPL beating the market by a little for the next 2 years, and matching it for the following 3, for a small beat over the coming 5. What's the probability on that? I don't really know, but I feel better on guessing in that direction, especially when smoothing over 5 years, than I do a similar guess on most anything else. That's not that there aren't better choices, especially when combining multiple ones. It's just that I don't necessarily know them, or think they are lower risk. Big might be boring, but aside from certain antitrust movements, a mix of a few or more big companies that continue to churn along wouldn't be that outlandish. Or going the Fisher way, grab segments, aiming for a total market equivalent, but deleveraging one, and leveraging another. It's not trying to double the market, but beating by a little while not taking on too much risk or having too much downside isn't a bad thing, depending on what you are going for. (EDIT: But with the mindset of diversifying, instead of trying to look for the next huge winner, there are a lot of good choices. Personally, I know it's unlikely I will feel as strong about them, and so it will be easy to keep individual companies under 10%, or even 5%. I'll go wider with some indexes, since they are made up of many. But at this point I can mostly just be boring. The problem is having to sell AAPL shares, but one way is to just make up a plan just as one would if in the C level suite somewhere. It doesn't have to just be a set percent per month/quarter/semi/annual. If you want, flex it based on values, like proximity to a MA or ATH. I haven't done this yet, but I guess I have about 10% set to sell at 135 in January, via options. I picked up more shares that that at sub-120 in the last year and a half, and I probably wouldn't choose to sell exactly then and at that price otherwise, but it will work ok. ) Wow! Even 8%, annualized for the remainder of a lifetime, can add up. 34.2% for the past 23.5 years just seems greedy! Thanks AAPL!
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Post by zebrum on Sept 17, 2021 0:41:45 GMT -8
Looking to diversify away from AAPL into other names. It's treated me well over the last 20+ years and I will still hold some, but the underperformance of the stock against its peer group has me questioning the opportunity cost. I've mentioned a lot that AAPL has underperformed S&P index in the last year. And the response is always, "well, what about the longer term?" Fine, in the 1 year *and* 5 year timeframes, AAPL has underperformed TSLA, MSFT, NFLX, and SHOP, just to name a few. The question is, what will be the best place to put investment dollars in the next year and 5 years? Maybe AAPL, but maybe something else... Greed is dangerous. Tesla crashed from 900 to 563 this year which can be very stressful and knock a couple years off your life. Acquisitions or waiting for price recovery can tie your money up for years. Apple is great to buy any time of year when the price is lower than the all time high but if I was going to diversify I would stick to tech and only do it when there is a massive crash like 2020, 2018 etc. otherwise its can set you up for some serious regret!
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mark
fire starter
Posts: 1,545
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Post by mark on Sept 17, 2021 6:52:15 GMT -8
Apparently some regions require them to be included, so this isn't completely unheard of. There was a time, with Tim or possibly with Steve, that it was talked about how much more energy efficient Apple's USB charger was. While we do have a few USB AC adapters around, and some things that need them for charging (like a tiny RC helicopter) don't come with them, a wrinkle is the switchover to USB-C. I believe the iPhones now come with a lightning to USB-C cable, but we don't own any USB-C AC adapters. FWIW, a workaround is to get a wireless charging device. Non-Apple ones plug into a normal USB AC adapter, normally with an included USB-micro cable. We use one, plus a lightning cable, and normally those 2 options are enough to keep our now 4 daily iPhones charged up, though sometimes the lightning cable for the iPad, or the wireless charger on an alarm clock, are also needed. It was only when a couple families with kids were here for a ski week that things got a bit crazy with the chargers. I was kind of surprised that my Tesla model 3 (just delivered 2 weeks ago after a 3 month wait) only has USB-C chargers (it does have a USB-A in the glovebox for a USB memory stick to store dashcam, sentry, etc videos, and which can be used for charging, but not very conveniently). If I recall correctly, the Teslas I test drove the day before ordering had some USB-A chargers in the front. It's not a big deal, I happen to have had a few USB-C to lightning cables, so I just use those. Plus the car has 2 wireless charging spots in front that I can use (even with my ancient 8+ phone, I like touch ID and dislike face ID.).
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