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AAPL.O

tomierna's Avatar Picture tomierna (Admin) – December 08, 2007 02:37AM Reply Quote
Talk about industry stock market mumbo-jumbo here.

bahamut – December 23, 2015 12:39AM Reply Quote
clickbait. that's so typical for apple. test the highs, then retreat. then head back up.

ARL (Moderator) – December 23, 2015 01:03AM Reply Quote
I whinge therefore I am!
I think the technical term is "financial porn"

El Jeffe – December 25, 2015 08:02AM Reply Quote
What a journey.
Tim Cook. Well said.

https://www.youtube.com/watch?v=rQebmygKq7A

"... We're America.. we should have both!"

Even though I thought it well put, I think this still makes Tim and Apple a bigger target of law enforcement and law makers. (either hands out wanting or guns out compelling)

Roger – January 05, 2016 04:57PM Reply Quote
AAPL is absolutely tanking on these supply-chain rumors the last couple weeks. Substantial concern or buying opportunity?

ddt – January 05, 2016 04:59PM Reply Quote
Isn't the whole stock market kind of tanking, due to reactions to China? AAPL tends to track pretty well, historically, with the overall market average.

ddt

Roger – January 05, 2016 06:01PM Reply Quote
AAPL vs. S & P, over the last month (edit: link to the comparison didn't quite work but you get the idea, and don't forget that AAPL is a component of the S&P as well): AAPL down 13%, S&P down 2.9%. As far as I can tell, all on supply-chain reports that the iPhone 6S is selling poorly.



Edited 2 time(s). Last edit at 01/05/2016 06:02PM by Roger.

ARL (Moderator) – January 05, 2016 08:26PM Reply Quote
I whinge therefore I am!
Quote
Roger
AAPL vs. S & P, over the last month (edit: link to the comparison didn't quite work but you get the idea, and don't forget that AAPL is a component of the S&P as well): AAPL down 13%, S&P down 2.9%. As far as I can tell, all on supply-chain reports that the iPhone 6S is selling poorly.

And if it's true the iPhone 6S is selling poorly that's a huge problem for Apple as I think iPhone sales are approx 70% of revenue now.

ddt – January 05, 2016 10:20PM Reply Quote
I'm looking at AAPL and NASDAQ -- look how the ups and downs relate: http://yhoo.it/1e5KM8h?soc_src=default&soc_trk=tw

ddt

Roger – January 06, 2016 01:18AM Reply Quote
Quote
ARL
And if it's true the iPhone 6S is selling poorly that's a huge problem for Apple as I think iPhone sales are approx 70% of revenue now.

Right, but… is it true?

johnny k – January 06, 2016 10:16AM Reply Quote
That's the bet that will come due on the 27th. I'd take that bet now, but I've always been bullish. I can believe it, but it's more due to the smartphone market just saturating rather than anything about the 6S. Due to happen at some point. At the same time, record app sales.

Hopefully Watch sales will have been strong, but who can say? If they were, and as a ward against iPhone bad news, I'd bet Cook will split Watch out from the "Other" bracket. But probably a year or two away. Likewise, we have Apple TV and a bunch of other accessories from Beats to Pencil that may have sold well to a market where everyone already has an iPhone.

Great timing. I need to sell some of my stock. Apparently I should've done it one year ago... APPL's been stagnating since. Feel the market's in for a stagnating year overall.

bahamut – January 11, 2016 12:09AM Reply Quote
We've heard this so many times. I do think AAPL is stagnant, but it's insane to compare the P/E it has versus, say Amazon. The former maintains a wild profit, a P/E of 10.2, a nice dividend (about 2% currently), and the latter has no profitability and no ability to become profitable. Just how will Amazon make money? It never will. Animal Spirits.

ARL (Moderator) – January 11, 2016 12:21AM Reply Quote
I whinge therefore I am!
I'm hoping to buy some AAPL soon so no complaints here if the rumour mill drive it down further.

How about that China thing? Interesting times...

johnny k – January 11, 2016 12:35AM Reply Quote
Though AMZN is the holding I understand the least, the profitability argument never sits right. Bezos is famous for his long-term thinking starting with the shareholders' letter. He stated that any profit will be plowed back into expanding, and I think they only show a profit whenever they want to get shareholders off their back. But right now, any top-line profit is well spent on investments like positioning Amazon Video to ride the rise of video streaming (and content is expensive).

AMZN's P/E is too high and AAPL's too low, but tech stocks are reflections of acceleration, not velocity, right? While AAPL focuses on a few markets and dominates them until there's no more room to grow, Amazon keeps expanding into new markets and doing well.

bahamut – January 18, 2016 10:56PM Reply Quote
But Johnny K, is Amazon really expanding into new markets? Yes, they seem to have figured out video much better than Apple, but how is Amazon really growing? I guess AWS is serious business, but not sure what else they can do. They can eat more retail, but retail is a tough market. Lots and lots of Amazon experiments have flubbed—the phone, music, webpay, endless.com, etc. Also, the only thing Amazon really has going for it brandwise is Prime and maybe the bargain basement world of Basics. There's no belief that it's somehow better.

John Willoughby – January 26, 2016 05:22PM Reply Quote
Cyberdyne Systems Customer Support
Mac sales down 4% in the last FY. That bugs me.

Cloudscout – January 26, 2016 05:38PM Reply Quote
Det finnes ikke dårlig vær, bare dårlige klær!
The shift from computers to mobile devices in general bugs me. I start fearing a Diamond Age-style scenario where people become less and less literate as they grow dependent on simple pictogram interfaces.

Then I fear that saying things like that will make me sound like people who predicted DIRE CONSEQUENCES from the shift away from written communications towards digital communications.

El Jeffe – January 26, 2016 05:40PM Reply Quote
What a journey.
and that's why I enjoyed listening to TWIT Triangulation today on Apple Employee #4... and all the great, old geeky stuff that I miss (doing)...

ARL (Moderator) – January 26, 2016 07:50PM Reply Quote
I whinge therefore I am!
So, can we call Apple beleaguered again now?

[edit] And is Apple doing the whole lowball forward guidance thing again so it can "surprise" on the upside next quarter?



Edited 1 time(s). Last edit at 01/26/2016 07:56PM by ARL.

Cloudscout – January 26, 2016 08:03PM Reply Quote
Det finnes ikke dårlig vær, bare dårlige klær!
You want beleaguered? Look at the stock performance over the last two years at my wife's employer: SSYS

johnny k – January 26, 2016 10:53PM Reply Quote
Apple's got all the easy gains from their cash cow. Until they can show potential for another breakout hit, you might lower expectations to the dividends they'll crank out.

For that next power hitter to provide protection for iPhone, they've got a well-stocked minor league system (TV, Watch, iPad Pro), and I wouldn't count out a veteran rebirth (services - Music, News, and again, TV, now that Eddy Cue's got less on his plate to get deals done). VR's a dark horse. But the real next Great Hope might be a little longer than planned. Buy TSLA!



Edited 1 time(s). Last edit at 01/26/2016 11:06PM by johnny k.

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