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Post by lovemyipad on Jan 31, 2014 18:54:45 GMT -8
Bar is open!
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JDSoCal
Member
Aspiring oligarch
Posts: 4,181
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Post by JDSoCal on Jan 31, 2014 19:09:16 GMT -8
Guess what I just bought.
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bud777
fire starter
Posts: 1,352
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Post by bud777 on Jan 31, 2014 19:13:12 GMT -8
I give up, what is it?
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Post by lovemyipad on Jan 31, 2014 19:45:43 GMT -8
Too bad I didn't play AMZN on the short side but I have so many times and got burned so I just stayed on the sidelines. But I'm still finding it difficult to wipe the smile from my face as the stock gets pounded. Ah...sweet redemption.....think Snoopy Happy Dance! I shorted AMZN -- way too early, but thankfully with APR'14 spreads. First time I've done the Snoopy Dance with this one!
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Post by lovemyipad on Jan 31, 2014 19:53:31 GMT -8
I will add AAPL JAN'16 bull spreads if / when we hit the daily SMA-200.
I went into this earnings with the smallest ever % allocated to AAPL. Not giving up on the fruit. Just never, ever over-allocating to any one stock (especially with options) after the 2013 experience.
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Post by nagrani on Jan 31, 2014 19:57:30 GMT -8
What is the 200 price?
Is there an iPhone app That gives me technical indicators on apple?
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Post by lovemyipad on Jan 31, 2014 20:01:01 GMT -8
insert code here What is the 200 price? Is there an iPhone app That gives me technical indicators on apple? Does your brokerage app have charts? Try that. Div-adjusted daily SMA-200 currently 481-ish.
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Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
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Post by Mav on Jan 31, 2014 20:08:25 GMT -8
Wondering if I'll catch a break on the FB BCS I bought BEFORE it crashed to 53 or something. Holding through the weekend for some unfathomable reason.
Amazingly, AMZN DID hit a wall. No position, not really following, just find it interesting.
I never really leave AFB though I may go broke. For some reason I want to point out that I opened my blog when AAPL was around 400 or so last year. It'll take a lot more lousiness from Apple/AAPL to get me to stop posting about it I suppose.
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Post by rob_london on Feb 1, 2014 1:57:30 GMT -8
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Post by greyfox15 on Feb 1, 2014 2:41:00 GMT -8
NYTimes JANUARY 31, 2014, 5:05 PM Apple Executives Met With F.D.A. to Discuss Mobile Medical Applications By NICK BILTON and BRIAN X. CHEN According to a public Food and Drug Administration calendar, Apple executives met with medical device and app regulatory officials in mid-December.
According to a public Food and Drug Administration calendar, Apple executives met with medical device and app regulatory officials in mid-December.
Apple has signaled strong interest in health-monitoring technology, which could wind up in a widely anticipated smartwatch.
A group of senior Apple executives met with directors at the United States Food and Drug Administration in December to discuss mobile medical applications, according to the F.D.A.’s public calendars that list participants of meetings.
Among the participants from Apple were Jeff Williams, senior vice president of operations; Bud Tribble, vice president of software technology at Apple; Michael O’Reilly, who joined Apple last year; and an employee from Apple’s government affairs department.
On the F.D.A. side of the table were Jeff Shuren, the director of the agency’s Center for Devices and Radiological Health, and Bakul Patel, who drafted the F.D.A.’s mobile medical app guidance and is a staunch advocate for patient safety when it comes to apps and medical gadgets.
Mark A. McAndrew, a partner with the law firm Taft Stettinius & Hollister, which works with health and science clients, first noticed the F.D.A. meeting while browsing the public calendars.
He said in a phone interview that given the prominence of the people in the meeting from both the government and Apple side, these were not your run-of-the-mill conversations.
“They are either trying to get the lay of the land for regulatory pathways with medical devices and apps and this was an initial meeting,” Mr. McAndrew said, “or Apple has been trying to push something through the F.D.A. for a while and they’ve had hangups.”
Steve Dowling, an Apple spokesman, declined to comment. Representatives from the F.D.A. did not immediately respond to a request for comment about the meetings.
Bob Mansfield, Apple’s senior vice president for technologies, who previously ran hardware engineering, has been heavily involved in exploring devices, sensors and technologies within Apple that can monitor people’s health and connect to an iPhone, according to an Apple employee who is not authorized to speak publicly for the company. Mr. Mansfield is directly involved in the Apple smartwatch hardware, this person said. Another employee who asked not to be named said that Kevin Lynch, the former Adobe executive who joined Apple last year, was involved in developing software for the watch.
As The New York Times first reported last year, Apple has been working on a curved-glass smartwatch that would connect to a smartphone. The smartwatch will run a variation of Apple iOS and could include apps. Apple is expected to announce the watch this year.
It is widely expected that the watch will have a focus on health monitoring. Apple last year hired several people with expertise in medical sensors, including Mr. O’Reilly, the former chief medical officer of Masimo Corporation, which makes medical monitoring devices.
Last month employees from Google also met with the F.D.A. to discuss possible medical devices, according to Bloomberg. In a blog post on the company’s website, Google said it had been working on a contact lens that can monitor glucose levels for people with diabetes.
Timothy D. Cook, Apple’s chief executive, has been promising a new category of product from Apple since early 2012. This week he reiterated that new gadgets are coming soon from the company.
Given the amount of work going on inside Apple, and the meetings with high-level government officials, it’s possible that Apple could be working on other gadgets beyond the smartwatch that focus on health care, which is a $1.6 trillion industry, according to the United States Census Bureau estimates. Apple’s iPhones and iPads have also supported applications used by medical professionals for several years.
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Post by phoebear611 on Feb 1, 2014 3:33:00 GMT -8
This is the perfect example, greyfox15 - of how AAPL could have made a general statement to tease the press about how they are always exploring and inquiring about specific things to bring products for the greater good.....something vague....but for the love of Pete - A CRUMB to throw us. I have no doubt something will come but like everything else, timing is everything.
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Post by phoebear611 on Feb 1, 2014 3:59:14 GMT -8
Lots of shows are airing the upcoming Superbowl commercials. They're always pretty great and I've picked my favorite already - hands down. Leave it to Budweiser with their "Best Buds" campaign....I love it: www.youtube.com/watch?v=uQB7QRyF4p4Go Broncos! --- OMAHA!
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Post by Red Shirted Ensign on Feb 1, 2014 8:21:50 GMT -8
Sorry phoebes.....this was Seahawks Friday at work..broncos going down...
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Deleted
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Post by Deleted on Feb 1, 2014 9:16:25 GMT -8
Lots of shows are airing the upcoming Superbowl commercials. They're always pretty great and I've picked my favorite already - hands down. Leave it to Budweiser with their "Best Buds" campaign....I love it: www.youtube.com/watch?v=uQB7QRyF4p4Go Broncos! --- OMAHA! Go Seahawks! --- Omahahahahaha! Watch for a 30th Anniversary ad for the Mac. I hope.
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Deleted
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Post by Deleted on Feb 1, 2014 9:32:00 GMT -8
I've learned that Sponge has already given PED his March quarter numbers -- seemingly oblivious to the fact that expectations are really doing damage to this stock. I'm encouraging everyone to start estimating AMZN's next quarter. I recommend backing into the EPS based on its current P/E of 600. The reason I bring AMZN and GOOG up a lot here is that valuation is RELATIVE. And once people start comparing the financial numbers (and the fact that P/E is not gym class), it's to AAPL's benefit.
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Post by Lstream on Feb 1, 2014 10:15:21 GMT -8
I've learned that Sponge has already given PED his March quarter numbers -- seemingly oblivious to the fact that expectations are really doing damage to this stock. I'm encouraging everyone to start estimating AMZN's next quarter. I recommend backing into the EPS based on its current P/E of 600. The reason I bring AMZN and GOOG up a lot here is that valuation is RELATIVE. And once people start comparing the financial numbers (and the fact that P/E is not gym class), it's to AAPL's benefit. PED needs to do some due diligence on the sources who bring him numbers. If not, he should stop publishing them.
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Post by Red Shirted Ensign on Feb 1, 2014 10:23:21 GMT -8
I've learned that Sponge has already given PED his March quarter numbers -- seemingly oblivious to the fact that expectations are really doing damage to this stock. I'm encouraging everyone to start estimating AMZN's next quarter. I recommend backing into the EPS based on its current P/E of 600. The reason I bring AMZN and GOOG up a lot here is that valuation is RELATIVE. And once people start comparing the financial numbers (and the fact that P/E is not gym class), it's to AAPL's benefit. PED needs to do some due diligence on the sources who bring him numbers. If not, he should stop publishing them. +100! What possible advantage to anybody is there from promoting numbers for March. It's not hard for a third grade math student to take the upper range of revenue guidance, the upper range of GM and divide by an estimate of outstanding shares.... But why bother? Is it about the perpetually wrong amateur guessers or about Apple? I'm done with even the informal back of the envelope parlor game. The folks who publish with PED need to rethink why they do it. It does not help...
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Post by Lstream on Feb 1, 2014 10:41:22 GMT -8
Red - agreed on why bother. Dropping all the amateur analysts would be best, if they won't go away on their own.
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Deleted
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Post by Deleted on Feb 1, 2014 11:19:39 GMT -8
Too bad I didn't play AMZN on the short side but I have so many times and got burned so I just stayed on the sidelines. But I'm still finding it difficult to wipe the smile from my face as the stock gets pounded. Ah...sweet redemption.....think Snoopy Happy Dance! I shorted AMZN -- way too early, but thankfully with APR'14 spreads. First time I've done the Snoopy Dance with this one! I'm rooting for you Lovey. It was only the good thing I saw out of WS the entire week. I don't have a position in AMZN and never will -- it's a fantasy stock.
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Post by appledoc on Feb 1, 2014 12:33:53 GMT -8
I've learned that Sponge has already given PED his March quarter numbers -- seemingly oblivious to the fact that expectations are really doing damage to this stock. I'm encouraging everyone to start estimating AMZN's next quarter. I recommend backing into the EPS based on its current P/E of 600. The reason I bring AMZN and GOOG up a lot here is that valuation is RELATIVE. And once people start comparing the financial numbers (and the fact that P/E is not gym class), it's to AAPL's benefit. PED needs to do some due diligence on the sources who bring him numbers. If not, he should stop publishing them. I've pointed him in the direction of this site multiple times. He publishes for CNN, yet he pulls estimates from any amateur jackass off the street. Like I said a few days ago, I wonder what his motivation for continuing to do this is. Amateurs have been getting blown out of the water for nearly two years now. They were never any good, just lucky.
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Post by bribery on Feb 1, 2014 13:20:34 GMT -8
I will add AAPL JAN'16 bull spreads if / when we hit the daily SMA-200. I went into this earnings with the smallest ever % allocated to AAPL. Not giving up on the fruit. Just never, ever over-allocating to any one stock (especially with options) after the 2013 experience. Out of curiosity, and for the sake of non-advise, what strikes were you looking at? I was about to roll my Jan '15 600/650 spreads for Jan '16 650/700, pretty much breaking even.
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Post by artman1033 on Feb 1, 2014 13:53:10 GMT -8
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Post by rutgersguy92 on Feb 1, 2014 14:07:24 GMT -8
Lots of shows are airing the upcoming Superbowl commercials. They're always pretty great and I've picked my favorite already - hands down. Leave it to Budweiser with their "Best Buds" campaign....I love it: www.youtube.com/watch?v=uQB7QRyF4p4Go Broncos! --- OMAHA! Phoebes, I saw that commercial Thursday night when Boomer Esiason and a female co-host previewed it on one of the cable stations. Must have replayed that 7 or 8 times. Something about the innocence and loyalty conveyed in that commercial, which struck a nerve with me. The male actor was in a Bud commercial that premiered at last year's Super Bowl, in which he raised a Clydesdale colt from birth, trained him and then sold him to Budweiser; three years later, the horse sees him and remembers him during a parade in Chicago, and somehow escapes to find him in the street. These must be two in a series of commercials using this actor in the same role as a Clydesdale breeder/trainer, which I think will continue in the future using both he and the cute puppy breeder (who is a former Sports Illustrated model). Here is last year's commecial: www.youtube.com/watch?v=WuAAXCOUH6Q
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JDSoCal
Member
Aspiring oligarch
Posts: 4,181
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Post by JDSoCal on Feb 1, 2014 14:38:06 GMT -8
I've learned that Sponge has already given PED his March quarter numbers -- seemingly oblivious to the fact that expectations are really doing damage to this stock. I'm encouraging everyone to start estimating AMZN's next quarter. I recommend backing into the EPS based on its current P/E of 600. The reason I bring AMZN and GOOG up a lot here is that valuation is RELATIVE. And once people start comparing the financial numbers (and the fact that P/E is not gym class), it's to AAPL's benefit. PED needs to do some due diligence on the sources who bring him numbers. If not, he should stop publishing them. Not to mention Braeburn. One of the reasons I only stayed there about 10 minutes was that it was obvious that Robert was adding people because he liked them, rather than any actual insight they might add. That, and I saw how the sausage was "modeled." Anyway, let's hope for a titillating Super Bowl ad.
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Post by artman1033 on Feb 1, 2014 14:42:37 GMT -8
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Post by phoebear611 on Feb 1, 2014 15:01:08 GMT -8
Lots of shows are airing the upcoming Superbowl commercials. They're always pretty great and I've picked my favorite already - hands down. Leave it to Budweiser with their "Best Buds" campaign....I love it: www.youtube.com/watch?v=uQB7QRyF4p4Go Broncos! --- OMAHA! Phoebes, I saw that commercial Thursday night when Boomer Esiason and a female co-host previewed it on one of the cable stations. Must have replayed that 7 or 8 times. Something about the innocence and loyalty conveyed in that commercial, which struck a nerve with me. The male actor was in a Bud commercial that premiered at last year's Super Bowl, in which he raised a Clydesdale colt from birth, trained him and then sold him to Budweiser; three years later, the horse sees him and remembers him during a parade in Chicago, and somehow escapes to find him in the street. These must be two in a series of commercials using this actor in the same role as a Clydesdale breeder/trainer, which I think will continue in the future using both he and the cute puppy breeder (who is a former Sports Illustrated model). Here is last year's commecial: www.youtube.com/watch?v=WuAAXCOUH6QI remember that commercial! It was great. Budweiser has the best commercials. There are some pretty funny ones out there too. I just love Superbowl Sunday! My heart goes out to you Seahawk fans...some of those earlier pics were disturbing at multiple levels (lol)! By the way, I'm amused at the whole Omaha cry but I guess no one ever points out the Peyton's little bro, Eli cries out the same thing! (God, poor Eli ... I couldn't bare to watch all the interceptions this year - made me physically ill)
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Post by redinaustin on Feb 1, 2014 17:17:25 GMT -8
My favorite from last year "And God Made a Farmer" - it literally stopped me in my tracks as I was on my way for a potty break. Of course that's probably because I'm from Nebraska... OMAHA to be precise
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Post by phoebear611 on Feb 1, 2014 18:08:02 GMT -8
Loved the I am a Farmer Ad ... the one ad that made me gag was the Go Daddy Ad with the chubby nerd kissing the super model....eewww....but it brought that company the biggest sales day ever so good for them! Sorry I'm always bringing up sports but did anyone catch this Orange vs. Blue Devils game....holy crap what a game! Gotta love Coach K no matter the outcome. Congrats to the Orange...that's some record they're sporting!
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Post by greyfox15 on Feb 2, 2014 4:35:43 GMT -8
NYTimes
TECHNOLOGY
Trying to See Apple From a Different Angle FEB. 1, 2014
The stock market doesn’t know quite what to make of Apple.
The company started out in the 1970s as a risk-taker and a rule-breaker, and for many members of Steve Jobs’s generation, Apple will always carry a whiff of sex, drugs and rock ’n’ roll. It retained some of that renegade aura even as it set off on a wild growth spree in the first decade of the new millennium.
By last September in the annual Interbrand survey, Apple had managed to depose Coca-Cola as the most valuable brand on the planet, using criteria like popular perception and financial performance. And based on the value of its shares in the marketplace, Apple has become the biggest company in the world, worth roughly 10 percent more, in the eyes of investors, than its nearest rival, the venerable oil giant Exxon Mobil.
Timothy D. Cook, Apple’s chief executive, is expected to announce new product categories this year.Bits Blog: Investors and Customers Yearn for an Apple iThingamajigJAN. 31, 2014 Yet now that Apple is so big and so successful, it poses something of a puzzle for investors. Is it a gigantic tech growth stock that will expand even more rapidly in the years ahead? Or has it turned into a high-end consumer products company, one that is, at the moment, the biggest cash cow in the world?
Customers in line in November to buy the new iPad Air in Manhattan. One strategist says the stock market “is beginning to value Apple as a consumer goods company.” Spencer Platt/Getty Images These questions intensified last Monday, after Apple issued its latest earnings report. The numbers seemed to describe a mature company with enormous profits, a nearly $159 billion cash hoard and copious cash flow but modest overall growth — a stunning change from the Apple of only a few years ago.
“Basically, the market is beginning to value Apple as a consumer goods company today,” said Doug Kass, president of Seabreeze Partners Management. “It’s being valued like General Mills — a great company with great cash flow.” And with Apple, he said, you get a share of all of its idle cash plus a kind of bonus: the possibility that the company will somehow manage to come out with another world-beating innovation.
As recently as fiscal 2012, Apple was on a tear, with revenue that grew at an annual rate of 45 percent; that rate was 66 percent in 2011 and 52 percent in 2010. The latest earnings report portrays a much more sedate company.
In fact, a close look reveals evidence of slowing momentum in what is Apple’s most important profit center by far: the iPhone. While worldwide iPhone sales expanded — thanks in part to a new carrier, China Mobile, the country’s largest — sales in existing markets actually fell by 2 percent in the first quarter of fiscal 2014, according to a dissection of Apple’s earnings by Toni Sacconaghi, a technology analyst at Sanford C. Bernstein in New York. (For accounting purposes, Apple’s fiscal year ends in September, so it ended its first quarter in December.)
While Carl C. Icahn, the activist investor, announced on Twitter that he had been buying Apple shares, the overall market was clearly rattled by what many investors perceived as a lackluster performance. Apple shares dropped more than 8 percent on Tuesday alone, the largest one-day decline in a year. For the month, Apple fell by more than 10 percent.
Mr. Sacconaghi said: “This is a company where two-thirds of the total profits come from the iPhone, and the key take-away from the earnings report for me is that the iPhone’s addressable market — that is, the high end of the smartphone market — is increasingly experiencing saturation. When the biggest part of your business doesn’t have a lot of growth in it, that’s really worrisome.”
Apple acknowledged that its introduction of the iPhone 5C, a colorful model with last year’s technology, has been bumpy. The phone went on sale in September for $100 less than its top-of-the line model, the 5S, but the 5C has underwhelmed buyers in the United States and China.
Launch media viewer “Investors reacted to that,” said Mark Moskowitz, an analyst at JPMorgan in San Francisco. “It was an unfortunate misstep.”
While the problem of one specific phone model may seem trivial, he said, the 5C represented the first time that Apple had expanded the iPhone line under Timothy D. Cook, the chief executive who succeeded Mr. Jobs. “They just didn’t do a good job,” Mr. Moskowitz said.
There were some separate, technical reasons for slowing sales of iPhones in the United States. In a conference call, Mr. Cook said part of the problem “in North America specifically was that some carriers changed their upgrade policies” for new smartphones. “This restricted customers who were used to upgrading earlier than the 24 months that they’re allowed and stretched the time out to be a hard-and-fast 24 months,” he said.
In another quarter or two, he suggested, the effects of the new upgrade rules will have ebbed. And he said Apple’s sales in China would grow as China Mobile sells the phone in 300 cities; China Mobile supports it in 16 cities now. On the other hand, Lenovo’s acquisition of Google’s Motorola Mobility unit, announced last week, could add to pressure on smartphone profit margins globally. That could be more bad news for Apple.
For the company as a whole, Mr. Moskowitz projects sales growth of 8.5 percent in the 2014 fiscal year, while Mr. Sacconaghi puts it at 4 percent. In either case, that’s nothing to celebrate for a company that once expanded at a jaw-dropping rate.
In a sense, Apple’s size is its biggest problem. The company is so large that even if it comes up with a major new product or service — say, a full-fledged Apple TV or a beautifully designed, multifunctional wristwatch or a mobile payment service — it may not propel overall growth all that much.
The problem, Mr. Moskowitz says, is one that many companies would envy: “It’s so big that its success has put them under an ultramicroscope.”
For his part, Mr. Kass says he isn’t counting on growth. Apple is a good value now, he said. He likes it as it is — as a cash-generating consumer goods company.
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Post by mcharliem on Feb 2, 2014 11:40:35 GMT -8
I just wanted to say thanks for everyone's contributions to these boards over the past year+. In my opinion, the discussions have recently taken a turn in a different direction than what I'm looking for, so I'll be discussing AAPL elsewhere. But I wish you guys all the best with your trading and investments.
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