Mav
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Post by Mav on Feb 17, 2014 15:48:13 GMT -8
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Post by rickag on Feb 17, 2014 16:33:49 GMT -8
Thanks for the summary. I have only one question.
How did you arrive at an average buy back of $505? I think I read that $2 billion was bought on the open market and $12 billion in block purchases. The block purchases would be at about 3% to 5% above market ( $520 - $530) or maybe more. This would put the average at ~ $522, and probably higher.
Then again I am probably wrong.
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Mav
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Post by Mav on Feb 17, 2014 16:56:59 GMT -8
Would it? That's one hell of a commission to pay, isn't it?
Any buyback specialists in the house? ;D
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Post by rickag on Feb 17, 2014 18:54:37 GMT -8
Would it? That's one hell of a commission to pay, isn't it? Any buyback specialists in the house? ;D I couldn't find information on typical fees or %s for block buy backs but did find a good overview of buybacks. Stock BuybacksI will keep hunting
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Mav
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Post by Mav on Apr 16, 2014 8:56:01 GMT -8
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chinacat
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AAPL Long since 2006
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Post by chinacat on Apr 16, 2014 14:04:00 GMT -8
Just finished rereading Daniel Eran Dilger's piece from last November, in which he posits that Apple would have built up $11.3B in deferred revenue by the end of 2013. For those of you who read the financial statements more closely than I do, is the amount of deferred revenue being counted in the current quarter separated out? Or is it just invisibly added into the product category from which it was deferred? Do any of you home gamers (Mav?) or the pros attempt to include this in your projections in some way? Probably not much drama in the earnings report again, I guess. The company will come in very close to the top of its so-called range, and it will once again be labeled as a disappointment. So yet again, it will be all about the guidance, and who among us expects anything exciting there? Any thoughts on whether Luca will continue the Oppy Guidance Method, or will introduce something new?
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Mav
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Post by Mav on Apr 18, 2014 13:25:09 GMT -8
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Mav
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Post by Mav on Apr 19, 2014 10:25:20 GMT -8
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Mav
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Post by Mav on Apr 19, 2014 15:52:59 GMT -8
Just finished rereading Daniel Eran Dilger's piece from last November, in which he posits that Apple would have built up $11.3B in deferred revenue by the end of 2013. For those of you who read the financial statements more closely than I do, is the amount of deferred revenue being counted in the current quarter separated out? Or is it just invisibly added into the product category from which it was deferred? Do any of you home gamers (Mav?) or the pros attempt to include this in your projections in some way? Probably not much drama in the earnings report again, I guess. The company will come in very close to the top of its so-called range, and it will once again be labeled as a disappointment. So yet again, it will be all about the guidance, and who among us expects anything exciting there? Any thoughts on whether Luca will continue the Oppy Guidance Method, or will introduce something new? Deferred revenue will never catch up for as long as Apple grows its business. So far, it's still doing that. Sort of. Recognized deferred revenue is blended into quarterly results, so you just have to best-guess ASP and all that. Not even pro analysts can tell you the ASP of an iPhone or iPad for any given quarter, considering the way amortization works. The new wrinkle is increased deferrals, which will result in a big impact to revenues and gross margin initially.
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Mav
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Post by Mav on Apr 20, 2014 8:39:54 GMT -8
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Mav
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Post by Mav on Apr 21, 2014 23:45:02 GMT -8
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Mav
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Post by Mav on Apr 24, 2014 11:57:30 GMT -8
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