|
Post by lovemyipad on Feb 7, 2014 17:16:17 GMT -8
The bar is open!
|
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
|
Post by Mav on Feb 7, 2014 17:49:15 GMT -8
Ah, there's our Fearless Leader. It's an improvement from last week, that's for sure. Apple has most likely net repurchased over 75M shares by now. So it's "saving" around $900M in annual dividend payments at the current run-rate. And it's sure looking like Apple will hike BOTH dividends and buybacks by April. Buyback programs that "pay for themselves". Who knew.
|
|
|
Post by phoebear611 on Feb 8, 2014 2:41:38 GMT -8
Good to see Lovey and Mav around...just like old times...maybe we can do like the Radio Shack Commercial and instead of bringing back the 80's we can bring back Sept. 2012!
|
|
|
Post by Apple II+ on Feb 8, 2014 7:34:53 GMT -8
iCahn mentioned 2014 estimated "operating profit", not earnings. i.e. before OI&E and taxes vs. after taxes. If you assume a 26% tax rate, that translates to about $48.50 EPS.
|
|
|
Post by artman1033 on Feb 8, 2014 8:43:27 GMT -8
Where is the SEC filing about Mr. Cook's remarks about the buyback? PERHAPS, Apple does not feel it is material. BUT, WAIT THERE IS MORE:Here is my post of the original WSJ article: aaplfinance.proboards.com/post/62149HERE is more from the WSJ interview: forums.appleinsider.com/t/161952/cook-discusses-bigger-iphones-motorola-sale-android-and-more-in-interviewHere is a tidbit from the interview: "The China Mobile roll-out of LTE (fourth-generation wireless) takes place over a year. And even with adding China Mobile, we still only present our products to two-thirds of the subscribers in the world. In fact, this quarter, we’ll sign on 50 new carriers." and no real measurable increase in revenue? When will Apple file at the SEC the full interview Mr. Cook gave the WSJ?
|
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
|
Post by Mav on Feb 8, 2014 9:40:48 GMT -8
Spontaneous public disclosure through the media in an interview doesn't require anything CYA I guess.
Or maybe the news isn't a 9+ million iPhones sold in opening weekend not long before earnings kind of big deal.
Notice how you'd NEVER notice 50 carrier adds in the guidance. You might even say those extra iPhones sold into the channel as a result help "prop up" the quarter.
|
|
|
Post by artman1033 on Feb 8, 2014 9:47:20 GMT -8
Spontaneous public disclosure through the media in an interview doesn't require anything CYA I guess. Or maybe the news isn't a 9+ million iPhones sold in opening weekend not long before earnings kind of big deal. Notice how you'd NEVER notice 50 carrier adds in the guidance. You might even say those extra iPhones sold into the channel as a result help "prop up" the quarter. I disagree! MUCH of the WSJ is a WALLED site, available ONLY to subscribers. + ONLY an edited version of the interview has been released.
|
|
|
Post by redinaustin on Feb 8, 2014 10:01:18 GMT -8
Spontaneous public disclosure through the media in an interview doesn't require anything CYA I guess. Or maybe the news isn't a 9+ million iPhones sold in opening weekend not long before earnings kind of big deal. Notice how you'd NEVER notice 50 carrier adds in the guidance. You might even say those extra iPhones sold into the channel as a result help "prop up" the quarter. I disagree! MUCH of the WSJ is a WALLED site, available ONLY to subscribers. + ONLY an edited version of the interview has been released. That is true of the news articles but it seems the blogs are open and I (think) read the full interview via a link to a WSJ Blog on Twitter
|
|
|
Post by artman1033 on Feb 8, 2014 10:12:27 GMT -8
I disagree! MUCH of the WSJ is a WALLED site, available ONLY to subscribers. + ONLY an edited version of the interview has been released. That is true of the news articles but it seems the blogs are open and I (think) read the full interview via a link to a WSJ Blog on Twitter GrandMa used to say: TALK IS CHEAP. BUT IT TAKES MONEY TO BUY WHISKEY! ALL of the links to WSJ articles show this: Edited excerpts follow:
|
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
|
Post by Mav on Feb 8, 2014 11:02:27 GMT -8
|
|
|
Post by artman1033 on Feb 8, 2014 11:04:28 GMT -8
I give up!!! It says : Edited excerpts follow:
|
|
|
Post by incorrigible on Feb 8, 2014 12:04:23 GMT -8
MUCH of the WSJ is a WALLED site, available ONLY to subscribers. You can access any article on their site without a subscription. Just Google the full title of the article and *BOOM* there it is. I just tried again and verified.
|
|
|
Post by artman1033 on Feb 8, 2014 13:33:15 GMT -8
|
|
|
Post by rickag on Feb 8, 2014 14:13:52 GMT -8
artman1033, I agree. I also would like the full interview. I doubt Tim Cook or Apple could get into any trouble, but anything he says could affect a lot of investments.
As far as the 50 new carriers added in this quarter, by the time agreements are made and iPhones begin to be sold could be days, weeks or longer after the next quarter begins.
Would be interesting if this was clarified in the full interview.
|
|
JDSoCal
Member
Aspiring oligarch
Posts: 4,182
|
Post by JDSoCal on Feb 8, 2014 14:20:19 GMT -8
Signing deals with more carriers is not an 8-K reportable event. Public companies make secret deals all the time. Did you see an 8-K filing for China Mobile?
And yes, publishing material information in the best known business newspaper in the country satisfies the SEC dissemination rules. AFAIK, all major newspapers charge to buy/read them. Last April, the SEC even approved doing disclosures on social media like Twitter or Facebook.
Edit: BTW, Rule 14a-6(g)(1) regulates what hedgies like Icahn can do when talking their book (i.e., beneficial owners), not directors of public corps like Tim Cook.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Feb 8, 2014 20:30:54 GMT -8
A good read about Angela Ahrendts in Fast Company. A key point: She's there to reinvigorate Apple retail, not wearables, not next Apple CEO in waiting, not other things speculated. Her experience with China retail as Burberry's CEO is big. I think it's a blockbuster hire for Apple. She starts this spring. www.fastcompany.com/3023591/angela-ahrendts-a-new-season-at-apple
|
|
|
Post by Red Shirted Ensign on Feb 9, 2014 13:37:21 GMT -8
Aaple needs to come out of the gate strongly tomorrow...build on last week's post ex-div strength.... What say you, Mercel?
|
|
Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
|
Post by Mav on Feb 9, 2014 14:04:11 GMT -8
A good read about Angela Ahrendts in Fast Company. A key point: She's there to reinvigorate Apple retail, not wearables, not next Apple CEO in waiting, not other things speculated. Her experience with China retail as Burberry's CEO is big. I think it's a blockbuster hire for Apple. She starts this spring. www.fastcompany.com/3023591/angela-ahrendts-a-new-season-at-appleOverall article was just average. Lots of tired themes and a complete lack of understanding about how uncharacteristically successful an American company is in China. Right person, right time. Can't wait to see how the Apple Store experience evolves by the end of the year. At the same time, she's had a sizable running start to integrate into the Apple culture, and she's transitioning from a company that I would _imagine_ respects brand heritage and not changing things for change's sake. (I'm hardly a fashion plate, but seems like it's pretty much all plaudits for her CEOship at Burberry.)
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Feb 9, 2014 14:38:13 GMT -8
Aaple needs to come out of the gate strongly tomorrow...build on last week's post ex-div strength.... What say you, Mercel? I'm VERY confident AAPL is going to see a move of 1-2% between now and Wednesday. Which direction, I can't say.
|
|