chinacat
Moderator
AAPL Long since 2006
Posts: 4,431
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Post by chinacat on Nov 21, 2023 6:04:35 GMT -8
AppleInsider had a history lesson from DED with Can Apple Vision Pro reinvent the computer, again?. It’s a bit long, but a good read for any young’uns who missed it the first time around. The direction Apple took not only created the company we have today, but also revolutionized expectations about who personal computers were for and created the user interface that redefined the expectations for the industry. Truly a watershed moment.
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Post by zebrum on Nov 21, 2023 7:39:39 GMT -8
Looks like the pre-holiday sell off has begun. Except for Tesla for some reason. I expect Nvidia earnings to move the market significantly after hours. I wonder if uncertainty under future OpenAI orders will harm their guidance.
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Post by duckpins on Nov 21, 2023 10:11:16 GMT -8
NVDA has been selling all the chips they can fry up. I remember when the Great Kramer said same would never see 250 again. Expectations are high for NVDA to both sell lots and move market. Sometimes the converse happens. Tomorrow is a half day right? The musk sell off on TSLA appears like some believe it was overdone. Musk is like trump he has a knack for stirring the pot and causing the bees and flies to swarm. I have spectrum now not comcast. The difference between the software that runs the DVR is like microsoft vs apple. Comcast is really killing it. Apple should buy them. Apple could have a dedicated soccer channel!@
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Post by Luckychoices on Nov 21, 2023 10:13:41 GMT -8
I apologize for posting a link to a non-Apple article...but I just skimmed this article and looked at some of the comments from folks who are invested in MO. For the most part, they *love* their quarterly dividend and scoff at the author for his negative take on the stock. Altria: Do Not Be Fooled By The 9.6% YieldLet me just say that, as often as I read complaints on Seeking Alpha about AAPL's "dismal dividend yield", I'm pleased to not be invested in a company which makes a product responsible for ill health and sometimes the death of customers that use its product as it was designed to be used. I recently exchanged comments with a person on Seeking Alpha who said the following: "Problem with the dividend is not that Apple needs to push the payout to get above 1% yield, the problem is valuation: You get your 1% yield if the valuation normalizes. Lately we have seen a huge multiple expansion which hurts the yield. In other words: The stock price is currently too high, it’s not the dividend that is too low."My take was that it's the divided $ that's important...not the yield. My wife and I invested in AAPL 12 years before Apple restarted its dividend program, therefore we look at the dividend as a very nice financial bonus. If an investor doesn't feel the AAPL dividend they're getting is sufficient...buy more AAPL shares...or sell AAPL and invest in a different company that pays a higher dividend *yield*. And now, back to our regularly scheduled daily discussion of all things AAPL/Apple. :-)
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4aapl
Moderator
Posts: 3,649
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Post by 4aapl on Nov 21, 2023 10:46:50 GMT -8
I apologize for posting a link to a non-Apple article...but I just skimmed this article and looked at some of the comments from folks who are invested in MO. For the most part, they *love* their quarterly dividend and scoff at the author for his negative take on the stock. Altria: Do Not Be Fooled By The 9.6% YieldLet me just say that, as often as I read complaints on Seeking Alpha about AAPL's "dismal dividend yield", I'm pleased to not be invested in a company which makes a product responsible for ill health and sometimes the death of customers that use its product as it was designed to be used. Those sin stocks can be tempting, and one could justify it to oneself (if that is needed), especially if offsetting what we all pay in taxes and added prices to support the results of those sins. But with MO it would be more like a utility focused on a shrinking platform, like Coal. It can go a long time, but it's not really a growth area. OTOH, it is part of the S&P 500, so most S&P 500 aimed indexes would have it. en.wikipedia.org/wiki/List_of_S%26P_500_companiesIt was similar working in the Gaming (Casino) industry. They could aim it as people just having fun and being responsible, but not everyone is. When every feature was to try to get people to stay in front of a slot machine just a little longer, with the odds always overall in favor of the house, it seemed more like a sin than fun. I consider Ford a bit, if looking for some diversity and dividend. It's up to about 6%. But if thinking in terms of AAPL, it's just a whole different beast. There is some room for share appreciation, and it's not quite a utility where all of the income is in the dividend, but it's in that direction. Maybe you could get a 30-50% appreciation over 1-3-5 years depending on things, but you're mostly enjoying that dividend. And then comes the problem that there might be a 50% chance that the US car market is at the tipping point, where demand will slow down for a while now that generally the backlog has been caught up and passed. Toyota is still working on it, mainly because so many of their cars are hybrids, and under great demand. But even that should subside some at these rates and if gas prices continue to go down a bit more. With that mindset, it seems like slower times are coming for car makers, and that now is a little early for picking any up. But MO?
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Post by CdnPhoto on Nov 21, 2023 15:52:32 GMT -8
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