Mav
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Post by Mav on Jan 23, 2014 14:03:15 GMT -8
Carl Icahn added another half billion in shares today - now owns 3.6 billion worth Oh Uncle Carl (/deliberately ambiguous) But you can't question his "devotion" to OR general impact on AAPL. Quite a stake. He's "invested" all right.
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JDSoCal
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Aspiring oligarch
Posts: 4,189
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Post by JDSoCal on Jan 23, 2014 14:49:28 GMT -8
Also, do you really think Samsung cares about an AAPL forum with about 20 people that post on it? I apolegize for starting to post here recently without introducing myself properly. I tried to post here about a year ago but for some reason I couldn’t get proboards to work properly. I had wondered whether or not lovey had sensored me but I don’t think so. I am an investment advisor for a major Canadian brokerage firm and have been advising clients for almost 22 years. I am in my mid-fifties but don’t feel old. I bought my first Apple shares 6 years ago tomorrow and started to recommend Apple to my clients about 4 years ago. I understand the frustration with being long Apple as I rode it from $205 down to $79 once upon a time. Despite this, I have continued to add to my clients and my postions over the years and haven’t sold a share yet. I say this because it requires “faith” to invest in Apple over the past year and a half. Everyone is afraid of Apple, worried that their businesses too will be disrupted. It has resulted in a perfect storm of Apple negativity in the media. And then there are the spiffs and the multi-million dollar advertising budgets from the competitors. My faith at this point is unshakeable. Even whe it was at $388. It has to be to be long. I will loose faith in Apple when something fundamentally changes at the company. I haven’t seen anything yet but I am paying close attention. If the company doesn’t release a new product category this year, I will know something has fundamentally changed at the company and probably will recommend that my clients sell their share. Optimism has to be my outlook as I have to stop clients from putting all their money into stocks when the market is “high” and cashing them in when the market is “low”. It will tell you a lot to know that I appreciated Sponge’s optimism and viewpoints. Sure they might seem a bit wacky or far-fetched at times but they were valuable. Think of the frustration he must have felt with all the negativity that was spewed at him. You will notice that the most negative posters don’t last on this board and why should they. When you deal with other people’s money, the pressure to not screw-up is much higher than when it is your own. Since this is a pro-Apple board, it doesn’t make sense to repeat this negativity that we hear everyday. What we need are useful links to well thought out articles and news. We need to encourage each other to keep the faith. Otherwise, why post here? I come here to get a feel for the sentiment amongst Apple followers that I respect. Many times, like most of you, I have thought about not visiting here anymore. It seems when Apple tanks, so do some people’s attitudes here. This is unfortunate but it does give me insight into sentiment. I really do own a Volvo coupe and will post it to my Avatar at some point although I know I will run the risk of inflaming the board with “car talk”. I will be going to Horace’s Airshow in Vancouver this year. His analyis is the most objective and best in the business on Apple and the industry. Gave up following brokerage analysts about 18 years ago. Worthless info for the most part. If any of you will be attending Airshow, let me know and we can grab a drink. Hopefully we can pursuade Horace to come along. Best regards, Volvocoupe Welcome to the board. I, too, have faith in Apple, having been long 20 years, and an Apple user for about 30. As far as my faith in AAPL and the WS monkeys, not so much. But I have ridden through enough ups and downs to laugh at those who think they are enlightening me on the stock's possible pitfalls. Yeah, thanks for that, but I was long AAPL when they were 30 days from BK, NOOB. If my mood goes down with AAPL, it's probably because I was long options, which expire. But hold AAPL common long enough, and my experience has been that good things happen. Anyway, there is nothing wrong with talking about your car, other than being somewhat off-topic. What became verboten was when Apple was "going parabolic™" and we opened a car talk thread for all the yummy new cars we were going to buy with our new found riches. Then AAPL crashed, and car talk threads became a foreboding symbol of an AAPL bubble. At least that's how I remember it. But if you already own the car, that doesn't qualify. And while I can only speak for myself, IMO a lot of the hostility towards Sponge wasn't so much his optimism; rather, it was his constant price and directional predictions made without any supporting case. Cheers to the longs. Death to the great Satan shorts. Except put buyers like myself the latter half of the week hedging opex pain.
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Mav
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Posts: 10,784
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Post by Mav on Jan 23, 2014 14:52:24 GMT -8
I like cars. Civic Si, Bentley Mulsanne, it's all good
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Post by Volvocoupe on Jan 23, 2014 15:27:55 GMT -8
I apolegize for starting to post here recently without introducing myself properly. I tried to post here about a year ago but for some reason I couldn’t get proboards to work properly. I had wondered whether or not lovey had sensored me but I don’t think so. I am an investment advisor for a major Canadian brokerage firm and have been advising clients for almost 22 years. I am in my mid-fifties but don’t feel old. I bought my first Apple shares 6 years ago tomorrow and started to recommend Apple to my clients about 4 years ago. I understand the frustration with being long Apple as I rode it from $205 down to $79 once upon a time. Despite this, I have continued to add to my clients and my postions over the years and haven’t sold a share yet. I say this because it requires “faith” to invest in Apple over the past year and a half. Everyone is afraid of Apple, worried that their businesses too will be disrupted. It has resulted in a perfect storm of Apple negativity in the media. And then there are the spiffs and the multi-million dollar advertising budgets from the competitors. My faith at this point is unshakeable. Even whe it was at $388. It has to be to be long. I will loose faith in Apple when something fundamentally changes at the company. I haven’t seen anything yet but I am paying close attention. If the company doesn’t release a new product category this year, I will know something has fundamentally changed at the company and probably will recommend that my clients sell their share. Optimism has to be my outlook as I have to stop clients from putting all their money into stocks when the market is “high” and cashing them in when the market is “low”. It will tell you a lot to know that I appreciated Sponge’s optimism and viewpoints. Sure they might seem a bit wacky or far-fetched at times but they were valuable. Think of the frustration he must have felt with all the negativity that was spewed at him. You will notice that the most negative posters don’t last on this board and why should they. When you deal with other people’s money, the pressure to not screw-up is much higher than when it is your own. Since this is a pro-Apple board, it doesn’t make sense to repeat this negativity that we hear everyday. What we need are useful links to well thought out articles and news. We need to encourage each other to keep the faith. Otherwise, why post here? I come here to get a feel for the sentiment amongst Apple followers that I respect. Many times, like most of you, I have thought about not visiting here anymore. It seems when Apple tanks, so do some people’s attitudes here. This is unfortunate but it does give me insight into sentiment. I really do own a Volvo coupe and will post it to my Avatar at some point although I know I will run the risk of inflaming the board with “car talk”. I will be going to Horace’s Airshow in Vancouver this year. His analyis is the most objective and best in the business on Apple and the industry. Gave up following brokerage analysts about 18 years ago. Worthless info for the most part. If any of you will be attending Airshow, let me know and we can grab a drink. Hopefully we can pursuade Horace to come along. Best regards, Volvocoupe Welcome to the board. I, too, have faith in Apple, having been long 20 years, and an Apple user for about 30. As far as my faith in AAPL and the WS monkeys, not so much. But I have ridden through enough ups and downs to laugh at those who think they are enlightening me on the stock's possible pitfalls. Yeah, thanks for that, but I was long AAPL when they were 30 days from BK, NOOB. If my mood goes down with AAPL, it's probably because I was long options, which expire. But hold AAPL common long enough, and my experience has been that good things happen. Anyway, there is nothing wrong with talking about your car, other than being somewhat off-topic. What became verboten was when Apple was "going parabolic™" and we opened a car talk thread for all the yummy new cars we were going to buy with our new found riches. Then AAPL crashed, and car talk threads became a foreboding symbol of an AAPL bubble. At least that's how I remember it. But if you already own the car, that doesn't qualify. And while I can only speak for myself, IMO a lot of the hostility towards Sponge wasn't so much his optimism; rather, it was his constant price and directional predictions made without any supporting case. Cheers to the longs. Death to the great Satan shorts. Except put buyers like myself the latter half of the week hedging opex pain. Thanks for the welcome JD.
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Post by Red Shirted Ensign on Jan 23, 2014 16:23:22 GMT -8
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Post by Red Shirted Ensign on Jan 23, 2014 16:26:39 GMT -8
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Post by ericinaustin on Jan 23, 2014 16:27:32 GMT -8
iCahn buying shares hand over fist just a few days before earnings ..... curious time to load up unless you know something ?? I can't imagine he has any direct info from Tim but I'm sure his info is much better than mine .... Good point
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icam
Member
Posts: 447
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Post by icam on Jan 23, 2014 16:49:42 GMT -8
I'm celebrating this news tonight. The bar is open. I don't like being negative, but I can't help myself, enjoy the pain Samsung, you piece of shit.
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Post by Volvocoupe on Jan 23, 2014 16:54:27 GMT -8
I'm celebrating this news tonight. The bar is open. I don't like being negative, but I can't help myself, enjoy the pain Samsung, you piece of shit. And so Samsung's long slow profit decline begins.............
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Post by Volvocoupe on Jan 23, 2014 16:58:56 GMT -8
I'm celebrating this news tonight. The bar is open. I don't like being negative, but I can't help myself, enjoy the pain Samsung, you piece of shit. And so Samsung's long slow profit decline begins............. We should also begin to see the effects of Apple decreasing their component purchases from Samsung over the next 3 - 5 years until it is $0!!!!!!!!
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Post by redinaustin on Jan 23, 2014 17:05:52 GMT -8
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Post by lovemyipad on Jan 23, 2014 17:09:37 GMT -8
AAPL showing nice relative strength You beat me to it -- thank you! <insert beer cheer here> It's lovely to be green in a red tape. We sure had enough of the opposite last year!
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Post by lovemyipad on Jan 23, 2014 17:17:37 GMT -8
It seems when Apple tanks, so do some people’s attitudes here. Not limited to when AAPL tanks. Welcome, volvocoupe! (I drive a Volvo myself!)
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Mav
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Post by Mav on Jan 23, 2014 17:49:33 GMT -8
Inverted head and shoulder formation, iPad? Sent you a chart.
Could be a very powerful, if only one, indicator IF earnings is "good enough" (whatever that means)
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Mav
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Post by Mav on Jan 23, 2014 17:51:51 GMT -8
Well, the battle lines are being drawn very clearly now....I will certainly be interested if the Board responds with more detail on its own objectives and plans. I suspect they will not, nor should be necessarily have to. A vote for the Board is a vote for the Board's judgement. The shareholder vote on the Board just got a lot more interesting. They'll probably all still be re-elected, but will there be any Directors other than Tim Cook with a "vulnerable" seat? I wouldn't be too worried even IF Uncle Carl got a seat on the Board. In any case, he's not going anywhere for the next little while.
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Deleted
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Post by Deleted on Jan 23, 2014 18:43:36 GMT -8
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Mav
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Post by Mav on Jan 23, 2014 18:48:42 GMT -8
They played a Samsung commercial during the segment last year? Sheesh. (Saw the interview, can't remember that part, wish I knew why.)
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Post by prazan on Jan 23, 2014 18:49:24 GMT -8
The letter from Icahn was one of the most persuasive arguments for owning AAPL I've read recently. I don't pretend to know enough about his buyback plan to comment, but after reading the letter, I'm much more inclined to listen. I'm sure my XXX shares will swing the deal in his favor, too.
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Deleted
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Post by Deleted on Jan 23, 2014 18:49:31 GMT -8
You beat me to it Red. I'll ping Tim for not giving me the heads up first.
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Deleted
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Post by Deleted on Jan 23, 2014 18:53:12 GMT -8
They played a Samsung commercial during the segment last year? Sheesh. (Saw the interview, can't remember that part, wish I knew why.) Brian was apparently so amused by one of Sammy's ads that he felt showing it to Tim (and viewers) was, uh, constructive? Nonplussed, Tim looked at him for what he was, clueless.
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Mav
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Post by Mav on Jan 23, 2014 18:53:23 GMT -8
The letter from Icahn was one of the most persuasive arguments for owning AAPL I've read recently. I don't pretend to know enough about his buyback plan to comment, but after reading the letter, I'm much more inclined to listen. I'm sure my XXX shares will swing the deal in his favor, too. He's a friend to AAPL shareholders, whether they all like him or not. And until he REALLY starts agitating (say, to vote _out_ board members), I'll keep assuming this is just saber-rattling to maybe squeeze a few more billion out of Apple's capital return program that the Board was probably planning on expanding next year anyway. Icahn must know that Apple is limited by its immense offshore cash having to stay parked overseas. So if he helps in some small way to get that utterly simple domestic capital infusion issue fixed - y'know, repatriation of offshore cash - I don't doubt that Apple _would_ invest more in itself _and_ maybe amp up its dividend another notch.
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Post by gtrplyr on Jan 23, 2014 19:03:46 GMT -8
It's ground hog day with iCahn ..... do we REALLY want a real board ?? How long after that do they start to dictate pricing and product development ?
Apple's been there and done that ... the board in place now was handpicked by Jobs to stay the hell out of his way .... last thing we need are bean counters running the company .... AGAIN.
I'll say it again ... Tim and company have been kicking ASS the last few years and they have EARNED my vote.
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JDSoCal
Member
Aspiring oligarch
Posts: 4,189
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Post by JDSoCal on Jan 23, 2014 19:08:57 GMT -8
I dunno, I can see the spin already. Samsung earnings down: " OMG, smartphone saturation, Apple is doomed!" Samsung earnings up: "OMG, Samsung gobbling all the smartphone market share, Apple is doomed!" Welcome, volvocoupe! (I drive a Volvo myself!) "OMG, AFB moderator is talking cars, AAPL bubble, Apple is doomed!"
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Post by lovemyipad on Jan 23, 2014 20:03:53 GMT -8
EXISTING car -- not new car idea!
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Post by lovemyipad on Jan 23, 2014 20:06:44 GMT -8
Inverted head and shoulder formation, iPad? Sent you a chart. Could be a very powerful, if only one, indicator IF earnings is "good enough" (whatever that means) YES (to all of it)!
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Post by artman1033 on Jan 23, 2014 20:13:37 GMT -8
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Deleted
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Post by Deleted on Jan 23, 2014 20:20:14 GMT -8
I dunno, I can see the spin already. Samsung earnings down: " OMG, smartphone saturation, Apple is doomed!" Samsung earnings up: "OMG, Samsung gobbling all the smartphone market share, Apple is doomed!" Welcome, volvocoupe! (I drive a Volvo myself!) "OMG, AFB moderator is talking cars, AAPL bubble, Apple is doomed!" Here's a refreshing reaction (the url says it all), albeit from a friendly source: appleinsider.com/articles/14/01/23/samsung-whiffs-on-earnings-thanks-to-iphone-and-asian-rivals
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Post by Red Shirted Ensign on Jan 23, 2014 21:03:21 GMT -8
You beat me to it Red. I'll ping Tim for not giving me the heads up first. Seems, Mercel, that all we hear out of you these days is:” you beat me, Red"...ahhh...music to my ears Samsung's confirmation tonight that life is not great for the galaxy gear, the G4, etc. should help build the Apple story. The choice is quality, innovation, engineering and style.
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Mav
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Post by Mav on Jan 23, 2014 21:35:34 GMT -8
The untold story is Apple's whipping Samsung in premium smartphones despite Samsung's best efforts and higher handset unit sales to begin with.
100M ALL Galaxy "handsets" "shipped" vs. 150M iPhones sold. Let's see if Samsung dares release another slide like the 100M number in 2014.
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Post by aapl4kiki on Jan 23, 2014 22:03:54 GMT -8
It bears repeating...my post from a couple days ago: *** Here is my WAG on all this... 1. Samsung sucked balls. More iPhones sold. 2. TMUS is eating Verizon's lunch. *** It appears Samsung did, in fact, suck balls.
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