|
Post by doublerainbow on Jan 22, 2014 11:26:23 GMT -8
if only Warren Buffet can put that $1bn in AAPL stock instead of "giving" it to the impossible winner(s) of NCAA brackets! QuickenLoans -> AAPL = $$$
|
|
|
Post by cbingle on Jan 22, 2014 11:46:12 GMT -8
You do understand Goldman has been selling all afternoon after Uncle Carl's tweet.
....please tell me you understand how this works. It has nothing to do with Mav's 8,000 word diatribe about AAPL's earnings to the 8th decimal.
STMF
|
|
|
Post by cbingle on Jan 22, 2014 11:54:55 GMT -8
Although, if they new JD had a cool vet....well, then that is a much different story.
|
|
|
Post by phoebear611 on Jan 22, 2014 11:55:38 GMT -8
We need to stop referring to how Steve Jobs may have reacted or said to current issues. Circumstances are different right now - lots of different variable - technology and social media has leap-frogged. We are merely speculating. He may have liked to keep a cash pile but the numbers have really gotten out of whack. Acquisitions would demonstrate growth but we just haven't seen AAPL do very large acquisitions. Hard to believe that there is NO other company they deem worthy of incorporating into theirs but it is what it is. Truth is, they can do a buy back, up the div, execute acquisitions and there would still be tons left over for them to feel comfortable. We go through this discussion every quarter ... and each time I state (and will do so again) that they should be more aggressive with all that cash. Nagrani is right - lots of positive things on the horizon this year but again, I hesitate since one of my catalysts was the China Mobile announcement and the market diminished it immensely - very disappointing. We'll have to see what mark Ehrendts makes her first 90 days but all will take time. I don't mind being somewhat rangebound but it never fails that we get one day thrown in there where there is a huge down draft that knocks the wind out of us. Wouldn't mind for there to be a few significant gap-up days throughout.
Also - could iPad or doc or Mav give us (maybe after the close or whenever is convenient for one of you) a snap shot of technical levels and trends. ...
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Jan 22, 2014 12:07:15 GMT -8
Although, if they new JD had a cool vet....well, then that is a much different story. And you're still here why?
|
|
|
Post by firestorm on Jan 22, 2014 12:35:24 GMT -8
Sorry, Phoebear, but I think the ghost of Steve Jobs is going to haunt Apple and those of us who are long-time fans for at least half a decade, for better or worse. Especially since his hand-picked successor is in charge and much of the executive team and board under Jobs remains in place. Those things are not necessarily bad, but old habits will die hard.
|
|
|
Post by po1nt on Jan 22, 2014 12:49:11 GMT -8
Also - could iPad or doc or Mav give us (maybe after the close or whenever is convenient for one of you) a snap shot of technical levels and trends. ... I'm Looking at a wedge within a wedge right now. We appear to be holding the major moving averages and might have a bullish mac-d cross (daily). Although I'm thinking we may just have volatile trading while bouncing back and forth in the wedge(s) until earnings decides a direction.
|
|
|
Post by cbingle on Jan 22, 2014 13:06:30 GMT -8
55 minutes ago ReplyQuotePost by vitalogy80 on 55 minutes ago
about an hour ago cbingle said: Although, if they new JD had a cool vet....well, then that is a much different story.
And you're still here why?
Because you need me here, you want me here (Jack Nicholson voice)....even JD knows this.....since he is 47 years old.
|
|
|
Post by cbingle on Jan 22, 2014 13:09:33 GMT -8
Anyone expect AAPL to go up 15% after ER like Netflix.....Mav? Maybe Spock, er uh, what was the Priceline guys name?
|
|
|
Post by cbingle on Jan 22, 2014 13:10:13 GMT -8
Oh yeah, Kirk....
|
|
JDSoCal
Member
Aspiring oligarch
Posts: 4,189
|
Post by JDSoCal on Jan 22, 2014 13:12:43 GMT -8
While the tax hit on repatriation of cash sucks, the Apple board needs to remember: It's not their money. It's the shareholders. I'd prefer a large buyback to a dividend increase but holding on to such a large sum is ridiculous IMO. Right, it's the shareholders' money. And as a 20-year shareholder, I don't want to give about $25B of it away to the government (assuming Apple's typical real tax rate). Just "poof," gone. The whole reason Apple is not repatriating it is that they are performing their fiduciary duty to protect our money. Eventually, there will be pressure on/inclination of a future President and Congress to give another tax holiday, or to reform the code permanently to a territorial system which aligns with what all other countries do. That tax hit is almost $28/share of money that I am willing to wait for. Not to mention the other after-tax $75B or so. *** In more personal news, I actually stayed up and watched Federer beat Murray in the Aussie Open. So I slept in really late, and missed a huge put buying opportunity when Apple was in the high 550's. I need to move to Asia like Marc Faber so I can stay up all night and wake up at 1PM and start trading. Maybe when the US adopts a territorial tax system.
|
|
|
Post by phoebear611 on Jan 22, 2014 13:14:36 GMT -8
Sorry, Phoebear, but I think the ghost of Steve Jobs is going to haunt Apple and those of us who are long-time fans for at least half a decade, for better or worse. Especially since his hand-picked successor is in charge and much of the executive team and board under Jobs remains in place. Those things are not necessarily bad, but old habits will die hard. I can sssooo appreciate it...and truth be told, I often do it myself but we need to attempt to look forward. You bring up a good point, though. The Board. Does anyone think that TC will make any changes at all? Should he be making a few changes? There is NO ONE on that Board who has a finance background (often Icahn's battle cry but it's the truth). May not hurt to make a few little changes, no?
|
|
|
Post by phoebear611 on Jan 22, 2014 13:16:24 GMT -8
Also - could iPad or doc or Mav give us (maybe after the close or whenever is convenient for one of you) a snap shot of technical levels and trends. ... I'm Looking at a wedge within a wedge right now. We appear to be holding the major moving averages and might have a bullish mac-d cross (daily). Although I'm thinking we may just have volatile trading while bouncing back and forth in the wedge(s) until earnings decides a direction. Thank you! I'm guessing we're rangebound till Monday for sure. WHOA....NFLX! Wish we would get THOSE up moves in AAPL!
|
|
|
Post by cbingle on Jan 22, 2014 13:19:47 GMT -8
Tax hit of $28 bucks a share.....really?
5% on your money for an unknown date....if ever. That can be made up on one day with a real growth story.
|
|
|
Post by cbingle on Jan 22, 2014 13:23:22 GMT -8
Even EBAY is up 10% after ER.
Tell Tim to Wake The F up. Thank God for Carl, or AAPL would be at $450...
|
|
|
Post by incorrigible on Jan 22, 2014 13:50:02 GMT -8
The government needs the money more than us or Apple.
|
|
|
Post by Lstream on Jan 22, 2014 14:21:48 GMT -8
Even EBAY is up 10% after ER. Tell Tim to Wake The F up. Thank God for Carl, or AAPL would be at $450... You are one bitter person it seems. Time to get Apple out of your life, when you start going goofy like this.
|
|
JDSoCal
Member
Aspiring oligarch
Posts: 4,189
|
Post by JDSoCal on Jan 22, 2014 14:23:41 GMT -8
The government needs the money more than us or Apple. No, the US government needs to stop spending money it does not have. Because sooner or later, they hold a Treasury auction and nobody shows up. China's Ponzi scheme economy is already showing signs of unraveling. Eventually, even they won't have the money to buy our debt. And on that day, you'd better be in gold.
|
|
|
Post by BillH on Jan 22, 2014 14:44:49 GMT -8
Sorry, Phoebear, but I think the ghost of Steve Jobs is going to haunt Apple and those of us who are long-time fans for at least half a decade, for better or worse. Especially since his hand-picked successor is in charge and much of the executive team and board under Jobs remains in place. Those things are not necessarily bad, but old habits will die hard. I can sssooo appreciate it...and truth be told, I often do it myself but we need to attempt to look forward. You bring up a good point, though. The Board. Does anyone think that TC will make any changes at all? Should he be making a few changes? There is NO ONE on that Board who has a finance background (often Icahn's battle cry but it's the truth). May not hurt to make a few little changes, no? They've institutionalized Steve with their own internal University which is there to formalize Apples beliefs and educate those that come after. Hari Seldon lives!
|
|
|
Post by artman1033 on Jan 22, 2014 15:33:10 GMT -8
|
|
JDSoCal
Member
Aspiring oligarch
Posts: 4,189
|
Post by JDSoCal on Jan 22, 2014 16:01:02 GMT -8
Interesting. I saw those Samsung watches at Best Buy, reminded me of those LED watches from the 70's.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Jan 22, 2014 16:08:09 GMT -8
For anyone worried about the weak verizon smartphone activations yesterday:
Yes, its likely iPhone activations were down on verizon on on a y-o-y comparison.
No, its nothing to be worried about as its more a short term verizon specific situation.
from Verizon conference call:
"On the upgrades side, obviously the volume of upgrades this year were less than last year given all of the policy changes that we made and also keep in mind that at the end of 2012, we also had a free iPhone for the first time on our network, so that drove a lot of upgrade activity year-over-year so we had less volume this year."
|
|
|
Post by incorrigible on Jan 22, 2014 16:32:01 GMT -8
The government needs the money more than us or Apple. No, the US government needs to stop spending money it does not have. Because sooner or later, they hold a Treasury auction and nobody shows up. China's Ponzi scheme economy is already showing signs of unraveling. Eventually, even they won't have the money to buy our debt. And on that day, you'd better be in gold. Smiley didn't work. How about [/sarcasm]
|
|
JDSoCal
Member
Aspiring oligarch
Posts: 4,189
|
Post by JDSoCal on Jan 22, 2014 17:08:52 GMT -8
No, the US government needs to stop spending money it does not have. Because sooner or later, they hold a Treasury auction and nobody shows up. China's Ponzi scheme economy is already showing signs of unraveling. Eventually, even they won't have the money to buy our debt. And on that day, you'd better be in gold. Smiley didn't work. How about [/sarcasm] I'd laugh, but it hurts to do so.
|
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
|
Post by Mav on Jan 22, 2014 17:14:52 GMT -8
|
|
|
Post by capablanca on Jan 22, 2014 18:27:47 GMT -8
I'm curious if anything will get announced Monday or if they'll wait until April...cause didn't Tim say they'd address the possibility of an increased buyback/dividend "in the new year"? There's probably a good chance that Apple will announce any increase in buyback the same time they announce any increase in their dividend. You can use the conversion pricing of options to determine at least what the market thinks the dividend will be and when. Right now, the market is pricing in no dividend prior to Jan 31, a $2.80 dividend prior to Feb 7th, and a roughly $3.10 to $3.15 dividend prior to Feb 14th. So that's basically saying there's a roughly 90% chance that Apple's next dividend will have an ex-date prior to 2/7 and 100% chance it'll be prior to 2/14. They're also pricing in a small chance it ends up being more than $3.05. So if nothing else, the market thinks there's at least a slight chance that Apple raises its dividend on this earnings report, and who knows, maybe their buyback as well? Yes. Good post. I'd add in response to Mr. Ichan: You may be right, but you lose credibility when you adopt such a strident posture. Surely Apple management know more than we (inclusive of you) do about the options for deploying the cash.
|
|
platon
Member
"All we can know is that we know nothing. And that's the height of human wisdom.? Tolstoy
Posts: 3,944
|
Post by platon on Jan 22, 2014 18:43:27 GMT -8
Even EBAY is up 10% after ER. Tell Tim to Wake The F up. Thank God for Carl, or AAPL would be at $450... "Expectation is the mother of all frustrations.." Antonio Banderas Perhaps you should invest in Netflix and experience the "frustration" I have over selling a majority of my shares because of the "expectation" of weak earnings. But then I blame my poor investing skills and not the CEO who failed to inform me. I am a proud member of that "no excuses" investment club that accepts the fact that being wrong is always a possibility about any stock. "The best of us must sometimes eat our words." J.K. Rolling
|
|