Mav
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Post by Mav on May 23, 2014 16:10:18 GMT -8
A toast to iPad, happy trading wherever you may be. Hope you've been looking at AAPL lately though, it's been mostly all good since earnings. I mean, if _I_ can somehow get one or two half-decent trades in this uptrend, then surely... Anyway! AAPL closed above 600 for the week, which is a pretty big deal. Hope the bulls here have had a nice week. Bar's open. What'll you have?
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Post by macwire on May 23, 2014 19:01:42 GMT -8
took about 1/5th a bottle of JW black down.
Feeling sleepy lol.
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Post by Red Shirted Ensign on May 23, 2014 20:35:13 GMT -8
Over 600 seems so darn appropriate....why has it taken since October of 2012 for everyone to see that?
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Post by appledoc on May 24, 2014 4:23:29 GMT -8
Over 600 seems so darn appropriate....why has it taken since October of 2012 for everyone to see that? Negative EPS growth.
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Post by ericinaustin on May 24, 2014 7:08:55 GMT -8
As outrageous and sloppy as the verdict in the apple book publishers case was, what really ticked me off was that the real bad guy in the whole mess was amazon. Well, ...... Karma's a bitch. Front page of the times... nyti.ms/1mds7qi Eric in Austin
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bud777
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Post by bud777 on May 24, 2014 7:24:05 GMT -8
Over 600 seems so darn appropriate....why has it taken since October of 2012 for everyone to see that? Negative EPS growth. IMHO, attributing the stock price over the past 18 months to negative EPS performance gives more credit to "investors" than they deserve. Any analyst with half a brain, ( and I am referring to both of them) could see that the negative EPS growth was the result if the blow-out quarter at the end of 2012. That happened because Apple was the first into a product space with a revolutionary product. Even through the iPad could be viewed as a large iPhone, the size made it a replacement for a PC for many users. Its rapid adoption created a unique situation. Looking back, the movement from 385 to 600 does not seem to me to be the result of changes in EPS growth, or the result of any other fundamentals. If it were, I think institutional ownership would be higher. It seems to me that the forces that move this stock are far less sophisticated. Think about the major steps back to 600. The move from 520 to 570 was driven by Icahn buying a relatively insignificant position. The move from 570 to 610 has been driven by the stock split even though any real investor knows that the split should make no difference to the fundamentals. I think it is mostly sentiment that drives the stock. Surely the relentless drumming of Samsung's paid hacks and Googles' stooges like ValueWalk, Motley Fool, Forbes, Investors, and International Business Times ( not to even mention BI) have had their toll on retail investors. But I think they have become so transparent that they are losing their effect. Consider the recent article in Wall Street Playbook that talked about how Apple could buy Beats for less money by using off shore cash..."Apple caught stealing Beats". Does that sound a little desperate? Everything moves off of fear or greed. Right now, greed is in charge. An $85 stock is not as scary as a $600 stock. I think it is as simple as that. If we take off post split, I think there will be a further boost from the momentum players and of course the TA folks will follow. If we make it back to the equivalent of 650 pre-split by September, it will be hard for the institutions to explain why they missed it and, in anticipation of this, they will climb on board. I don't think that 150 by the end of the year is unreasonable when they do.
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Post by Red Shirted Ensign on May 24, 2014 7:39:13 GMT -8
What Bud said
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Post by appledoc on May 24, 2014 8:07:45 GMT -8
IMHO, attributing the stock price over the past 18 months to negative EPS performance gives more credit to "investors" than they deserve. Any analyst with half a brain, ( and I am referring to both of them) could see that the negative EPS growth was the result if the blow-out quarter at the end of 2012. In hindsight it sure is easy to see that the growth experienced in 2011 and 2012 was unsustainable. But at the time, the board scoffed at anyone who dared question the parabolic rise. Remember back in the summer of 2012 when Katy Huberty nailed the 3Q miss? After that the stock overcorrected on the way to 700, which made it a suckers play for a lot of retail investors, myself included. The recovery is going on two years now largely because Apple has done little to soothe worries that the days of innovation are over. It seems that's finally coming to an end, with a true larger iPhone and iWatch (or whatever you want to call it) in our near future.
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Mav
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Post by Mav on May 24, 2014 9:47:43 GMT -8
Damn, no whee pattern confirmation from iPad. Still not sure how I should feel about this week.
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Post by Lstream on May 24, 2014 10:18:51 GMT -8
Damn, no whee pattern confirmation from iPad. Still not sure how I should feel about this week. JDS is missing too. I think they ran off together.
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JDSoCal
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Post by JDSoCal on May 24, 2014 12:12:50 GMT -8
Yeah, not sure what happened to iPad. Sent her a PM this week, and a Skype message, nothing...
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Mav
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Post by Mav on May 24, 2014 12:35:52 GMT -8
Here's to Fearless Leader. To hear others far more savvy than me tell it, this is a trade-able market. No way iPad would miss out on that.
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Post by appledoc on May 24, 2014 12:52:27 GMT -8
I'm sure she's alive. Probably rolling in straight cash homie.
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Post by appledoc on May 24, 2014 13:39:12 GMT -8
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Mav
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Post by Mav on May 24, 2014 13:41:49 GMT -8
It's not a good cultural fit if part of the culture is spiking the football (leaking secrets). While some may suggest this is a Browett situation, it's better than that. Sometimes there's some things you just don't know about the company or talent you're intending to acquire until they're part of the organization. Tells like these can be useful. And hey, if there's a Facebook video about it, seems pretty likely there were talks.
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Post by appledoc on May 24, 2014 13:46:11 GMT -8
It's not a good cultural fit if part of the culture is spiking the football (leaking secrets). While some may suggest this is a Browett situation, it's better than that. Sometimes there's some things you just don't know about the company or talent you're intending to acquire until they're part of the organization. Tells like these can be useful. And hey, if there's a Facebook video about it, seems pretty likely there were talks. I was very disappointed to see that video when it was posted, enough that I hoped the deal fell through. Biggest deal in Apple's history, and one of the involved parties can't keep his mouth shut.
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Mav
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Post by Mav on May 24, 2014 13:59:00 GMT -8
OK, saw the video for the first time.
I can see why Kremlinologist, too-secretive-for-its-own-good, doubling-down-on-secrecy-Apple might be...a little upset by this. And start second-guessing ever so slightly.
Oh $#!^ indeed.
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JDSoCal
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Post by JDSoCal on May 24, 2014 14:35:28 GMT -8
Just got proof-of-life from Lovemyipad. And I agree with the previous posters; I'd be furious if I were Apple. Just imagine if Jobs were alive.
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Post by appledoc on May 24, 2014 14:59:16 GMT -8
Just got proof-of-life from Lovemyipad. And I agree with the previous posters; I'd be furious if I were Apple. Just imagine if Jobs were alive. Jobs would have gone thermonuclear on Beats. Awwwwwww snap!
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Mav
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Post by Mav on May 24, 2014 18:12:23 GMT -8
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Post by Red Shirted Ensign on May 24, 2014 20:04:38 GMT -8
Looks like Everything is Awesome
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Mav
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Post by Mav on May 24, 2014 20:12:23 GMT -8
For now, Red. For now. Context.
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Post by phoebear611 on May 25, 2014 3:02:22 GMT -8
Have a house filled with people this weekend - looking for a great start to the summer but the weather is not really cooperating. Today looks mediocre at best. Took a quick peek to see if there is anything interesting in the news on AAPL this weekend but really not seeing anything. Hope everyone is enjoying their time off. Thought I would check in before the troops wake up but I'm hearing showers running already - so got to go get that coffee going.
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Post by redinaustin on May 25, 2014 4:30:25 GMT -8
In case anyone still wondered who he worked for now:
@fosspatents: For the 3rd year in a row, a @samsung-sponsored team has won the most important title a sports team can win on this planet.
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Post by Red Shirted Ensign on May 25, 2014 7:49:01 GMT -8
In case anyone still wondered who he worked for now: @fosspatents: For the 3rd year in a row, a @samsung-sponsored team has won the most important title a sports team can win on this planet. I don't expect everyone, or anyone, to be pro-Apple on issues as complex as patents but Mueller has done a complete 180 degree turn on Apple's rights...without any real explanation. He just had some kind of epiphany four months ago....and now he seems all Samsungy
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Mav
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Post by Mav on May 25, 2014 9:26:40 GMT -8
We just need to keep track of the 180s.
Mueller - permanently lacks credibility on Apple IMHO
Apple skeptic turned fan - multi-month/year probation
Apple fan or neutral-ish, then flies off the handle against Apple, then goes embarrassingly Apple fanboy for unknown reasons - I'll never consider credible
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artman1033
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Post by artman1033 on May 25, 2014 12:48:36 GMT -8
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JDSoCal
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Post by JDSoCal on May 25, 2014 14:37:35 GMT -8
We just need to keep track of the 180s. Mueller - permanently lacks credibility on Apple IMHO Apple skeptic turned fan - multi-month/year probation Apple fan or neutral-ish, then flies off the handle against Apple, then goes embarrassingly Apple fanboy for unknown reasons - I'll never consider credible I'd add, suspect anyone who uses the word "reform." Just as "reform" is a euphemism for amnesty for illegals with immigration, or full of different secret agendas when discussing "tax reform," it's a gray word that should raise red flags when people use it regarding patents. I doubt most people advocating for "patent reform" (like that fat German blogger) think patent law should be changed so that Apple can better protect its intellectual property. Fandroids like Mueller think "ideas should be free." Of course, try to copy and paste their blog entries onto another Website, or try to block their ads, and suddenly ideas shouldn't be so free. There's an arrogant officiousness on the part of people like Mueller, as if it's any of his damn business what a company like Apple does with its intellectual property. He's not running a software or hardware startup, so what does he care? He has no dog in the fight. It's pure ideology. Hmm, now where have I heard that before? Here's a free idea for everyone: Open source zealots are retarded.
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Post by rickag on May 25, 2014 14:58:57 GMT -8
… Here's a free idea for everyone: Open source zealots are retarded. Maybe they just need to be reformed.
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Mav
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Post by Mav on May 25, 2014 17:31:13 GMT -8
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