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Post by madmaxroi on Oct 24, 2013 7:39:10 GMT -8
A guy like Icahn is much better being heard in the media compared to some click bait whore talking about supply chain issues Click Bait Whores for $1,000 Alex. Doug Kass? Alex - "Winner, winner, chicken dinner."
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Post by moltenfire on Oct 24, 2013 7:44:00 GMT -8
So, 530 HOD? Considering the sell off after the iPad event this week, AAPL's doing fine.
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Post by sponge on Oct 24, 2013 7:51:53 GMT -8
530 at this point is very bullish. If we break 540 tomorrow, then get ready for 555 on Monday and 600+ by next Friday.
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Deleted
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Post by Deleted on Oct 24, 2013 7:51:56 GMT -8
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Post by artman1033 on Oct 24, 2013 7:54:18 GMT -8
deferred revenue from a tweet: ![](http://s24.postimg.org/e4hxefoap/Picture_16.jpg)
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bud777
fire starter
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Post by bud777 on Oct 24, 2013 7:58:19 GMT -8
A guy like Icahn is much better being heard in the media compared to some click bait whore talking about supply chain issues Click Bait Whores for $1,000 Alex. Doug Kass? Alex - "Winner, winner, chicken dinner." what a great name for a band ![:)](//storage.proboards.com/forum/images/smiley/smiley.png)
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Post by terps530 on Oct 24, 2013 7:59:50 GMT -8
Paging appledoc: how you liking them apples??? Best, Idiot novice investor who appreciates you gracing us every now and then with your words of wisdom. why are you making it a point over and over again to be a douche to him? is selling the day before an announcement to protect gains such a bad thing when there almost always is a selloff (and there was, though brief this time) ![???](//storage.proboards.com/forum/images/smiley/huh.png) aapl was 524 on Monday. WHOA! we are so much farther than that now. before the last 15minutes, the price of options on monday which had event IV built in, were more valuable than today. the stock sold off to 510-511 after the event. so while it wasn't terrible like after the iphone 5s/5c event, it still was lower post-event than the day before the event.
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Post by terps530 on Oct 24, 2013 8:01:09 GMT -8
530 at this point is very bullish. If we break 540 tomorrow, then get ready for 555 on Monday and 600+ by next Friday. Oh sponge, i'll e-kiss you if this occurs.
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Post by redinaustin on Oct 24, 2013 8:06:46 GMT -8
...and there is the "implied threat"
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Post by redinaustin on Oct 24, 2013 8:11:58 GMT -8
Now he's proven himself a liar
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Deleted
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Post by Deleted on Oct 24, 2013 8:12:12 GMT -8
deferred revenue from a tweet: ![](http://s24.postimg.org/e4hxefoap/Picture_16.jpg) This isn't about deferred revenue. It's about missing revenues from giving away OS X and iWork for free on sales of new devices.
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Post by nagrani on Oct 24, 2013 8:12:40 GMT -8
I'm making it a point to point out that not everyone here is an idiot like he has implied. There is some intelligence on this board and it's not just comedy or entertainment.
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Post by Lstream on Oct 24, 2013 8:22:56 GMT -8
I'm making it a point to point out that not everyone here is an idiot like he has implied. There is some intelligence on this board and it's not just comedy or entertainment. Well on the other hand, we kind of know how a pissing contest between skunks ends up.
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Post by artman1033 on Oct 24, 2013 8:31:48 GMT -8
During his live "Ask Warren" appearance on CNBC's Squawk Box this morning, Warren Buffett recounted a telephone call he got from the late Apple CEO Steve Jobs a couple of years ago:
"It was an interesting conversation because I hadn't talked to him in a long time. He said, 'We've got all this cash. What should we do with it?' So we went over the alternatives. It was kind of interesting."
Buffett told Becky Quick that there are only four things you can do with cash: stocks buybacks, dividends, acquisitions, or "sitting with it."
"I went through the logic of each thing. He told me they would not have the chance to make big acquisitions that would require lots of money... And then I asked him the question, I said .. 'I would use it for buybacks if I thought my stock was undervalued.' And I said, 'How do you feel about that?' The stock was 200-and-something. He said, 'I think my stock is very undervalued.' I said, 'Well, what better to do with your money?' And then we talked awhile. And, he didn't do anything, and of course, he didn't want to do anything. He just liked having the cash. It was very interesting to me because I later learned that he said I agreed with him to do nothing with the cash. (Laughs.) He didn't want to repurchase stock although he absolutely felt his stock was significantly underpriced at two-hundred and whatever it was then."
Buffett is a notoriously tech-adverse investor but he admits he wishes he had bought Apple's stock back then.
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Deleted
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Post by Deleted on Oct 24, 2013 8:42:13 GMT -8
if it wasnt for iCahn or Eihorn and other hedge funds pushing the stock repurchase AAPL wouldn't have a diividend or buyback and EPS would be in 30's and the stock would drifting in the 400's. Apple is not a growth machine anymore no matter how cool the products so dividends and buybacks are what move the stock. Some births should have been stillborn.
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Deleted
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Post by Deleted on Oct 24, 2013 8:47:03 GMT -8
A guy like Icahn is much better being heard in the media compared to some click bait whore talking about supply chain issues Click Bait Whores for $1,000 Alex. Doug Kass? Alex - "Winner, winner, chicken dinner." Doug Kass' analysis of Apple's first half 2012 results, and the price targets he made subsequent to that analysis, were spot on. He made lots of money with his observations. How did you do?
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Deleted
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Post by Deleted on Oct 24, 2013 9:56:02 GMT -8
Click Bait Whores for $1,000 Alex. Doug Kass? Alex - "Winner, winner, chicken dinner." Doug Kass' analysis of Apple's first half 2012 results, and the price targets he made subsequent to that analysis, were spot on. He made lots of money with his observations. How did you do? His reasoning was full of s**t too. He MAY have had a read on WS early, but that's all the credit I've giving him.
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Deleted
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Post by Deleted on Oct 24, 2013 9:57:51 GMT -8
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Post by Deleted on Oct 24, 2013 9:58:58 GMT -8
Apple's deferred revenue at the end of the June quarter was $10B (current and L-T). This is comprised of both software AND non-software services, and we don't know how this breaks out. It's a pure guess how this filters into FQ1 2013 EPS. It won't boost EPS by $11, that's for sure.
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Post by artman1033 on Oct 24, 2013 10:00:32 GMT -8
Apple's returning $100B in capital in <3 years. This is no small chunk of change. If you consider in three years they will make in excess of $43 Billion per year: That is not enough!
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Deleted
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Post by Deleted on Oct 24, 2013 10:02:13 GMT -8
Doug Kass' analysis of Apple's first half 2012 results, and the price targets he made subsequent to that analysis, were spot on. He made lots of money with his observations. How did you do? His reasoning was full of s**t too. He MAY have had a read on WS early, but that's all the credit I've giving him. He called a $300+ drop, before anyone here (myself included). I give credit to that.
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Mav
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Post by Mav on Oct 24, 2013 10:02:13 GMT -8
...and there is the "implied threat" Now he's proven himself a liar ...huh?
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Mav
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Post by Mav on Oct 24, 2013 10:05:08 GMT -8
If you consider in three years they will make in excess of $43 Billion per year: That is not enough! You don't think they won't expand the program? I'm almost certain they will (of course that's just a WAG). Mid-stream adjustments is my guess, once-a-year updates on the program, or maybe a new program. I have no idea how they manage these things but increasing the authorization and tweaking the timeframe would seem the easiest way to go.
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stub
Member
The fix is in. Be patient. Don't panic.
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Post by stub on Oct 24, 2013 10:08:21 GMT -8
You can read Icahn's letter elsewhere on the web without having to register with his site. His idea is not without merit, except I wonder whether Apple could really borrow $150b at 3%. And I'm not sure how the tender would work - once Apple tenders at $525 there's an immediate floor (no-one would sell to the market for less). So the market price would be higher. Given how liquid Apple is, why would anyone sell below the market price (at $525, the tender price). Usually tenders are attractive to holders of relatively large positions in relatively illiquid stocks - holders who are unable to cash out quickly at the market price. So would Apple achieve anything except setting a floor to stock? These are all good points. What I find ironic about the stock going up every time Ichan pipes up about more buybacks is... it's the buybacks that are holding the stock down. We stock holders shouldn't cheer for more buybacks. Look at what $60B in buybacks over the last 4 Qtrs have done to the stock price. When they're finished the buybacks watch EVERYTHING about AAPL go up. These monkeys (Apple BOD, Goldman, HedgeFund owners, their shills in the Media) can, have, did, and do conspire to keep the price down until the buybacks are done. My guess is that Carl's tweets that drive the stock price up are a smoke screen for Apple buying a ton of AAPL stock behind the scenes.
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Post by aapl4kiki on Oct 24, 2013 10:09:04 GMT -8
Freaking idiots. Low supplies means the price should be lower?
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Mav
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Post by Mav on Oct 24, 2013 10:11:31 GMT -8
AMZN day! Hmm...
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Deleted
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Post by Deleted on Oct 24, 2013 10:16:12 GMT -8
Apple's deferred revenue at the end of the June quarter was $10B (current and L-T). This is comprised of both software AND non-software services, and we don't know how this breaks out. It's a pure guess how this filters into FQ1 2013 EPS. It won't boost EPS by $11, that's for sure. You're right about the $11.00. I neglected to apply tax consequence. June quarter does not include September quarter adds.
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Post by artman1033 on Oct 24, 2013 10:20:39 GMT -8
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Mav
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Post by Mav on Oct 24, 2013 10:23:07 GMT -8
Only even half-thinking about Casino Royale bets on one of those, artman. ![;)](//storage.proboards.com/forum/images/smiley/wink.png)
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Post by Lstream on Oct 24, 2013 10:26:26 GMT -8
His reasoning was full of s**t too. He MAY have had a read on WS early, but that's all the credit I've giving him. He called a $300+ drop, before anyone here (myself included). I give credit to that. Then how about giving credit without insulting the original poster?
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