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2
Posted on 4/27/16 at 8:43 am to C
Oh joy, this morning is so brutal.
Posted on 4/27/16 at 8:59 am to Ole War Skule
Their China numbers were also pretty revealing.
LINK
US market is totally saturated, so the hope was growth in China, but it appears that has already stopped. Temporarily perhaps, but that seems to be a big worry right now.
LINK
US market is totally saturated, so the hope was growth in China, but it appears that has already stopped. Temporarily perhaps, but that seems to be a big worry right now.
Posted on 4/27/16 at 9:03 am to C
quote:
$6B in revenue for the quarter and 20% growth.
"The Company posted quarterly revenue of $50.6 billion and quarterly net income of $10.5 billion, or $1.90 per diluted share. These results compare to revenue of $58 billion and net income of $13.6 billion, or $2.33 per diluted share, in the year-ago quarter"
Posted on 4/27/16 at 9:09 am to Ole War Skule
quote:
“I worry that Apple is in the same situation, in that the sequence of extraordinary products has been disruptive relative to the traditional competitors in the marketplace, but relative to Apple’s business model, they have not been disruptive to Apple. So they haven’t seen this problem before. I worry that maybe they have not learned to recognize what’s been happening, because they haven’t seen this kind of problem before.“
From Forbes May 7, 2012 LINK
Stock has returned ~25% since then including dividends.
ETA: in the quote he was comparing AAPL to Sony when Napster disrupted Sony's CD revenue market.
This post was edited on 4/27/16 at 9:10 am
Posted on 4/27/16 at 9:22 am to Shepherd88
quote:
Stock has returned ~25% since then including dividends.
"Past Performance is Not Necessarily Indicative of Future Results"
...and I was buying in 2012, but the Apple world was very, very different then. As my earlier graph showed, they were still growing. They no longer are. I am in no way saying the company is 'dead', but they are nowhere close to the growth machine they were 4-10 years ago.
I'm not bashing the company or stock, I just don't believe there is as much potential for growth as there is for stagnation.
* products are only average now, nothing 'special'
* people are tired of forking out $600 every 2 years
* watch not doing much
* no innovation in a decade
* western markets somewhat saturated, certainly much more so than in 12
* China sales plummeting with much more serious competition coming
I 'want' to find a reason to buy, so if you've got some specific reasons why the sales decline/stagnation will not continue, I'm all ears.
Posted on 4/27/16 at 11:35 am to Ole War Skule
I understand your points and not arguing with you either or defending apple. I'm just a playing devils advocate here for the most part bc I think a lot of people get very short sighted on investing.
Having said that I think the smartphone market is not completely saturated in the US quite yet. I am optimistic on the emerging economies, so I'm a bit contrarian in my thoughts here. Not just China, but you have India and Brazil that are big markets for smartphone technology.
I am an owner of the Iwatch and I think the gen1 version may have been a bit of a miss on expectations for the consumer, BUT the the technology has been put in place with this watch for major advances to come. Just think about this, this watch can already monitor a lot of your health data and it's clearly got advancement ahead. What if when your health insurance company will want access to that data on an ongoing basis... I think that's a huge market to come.
ETA: as I finished posting this, I get an email from my healthcare provider, Blue Cross, where I can now schedule a doctor apt via an app and communicate through that app (LiveHealth Online). So I now never have to go to a dr's office.
Having said that I think the smartphone market is not completely saturated in the US quite yet. I am optimistic on the emerging economies, so I'm a bit contrarian in my thoughts here. Not just China, but you have India and Brazil that are big markets for smartphone technology.
I am an owner of the Iwatch and I think the gen1 version may have been a bit of a miss on expectations for the consumer, BUT the the technology has been put in place with this watch for major advances to come. Just think about this, this watch can already monitor a lot of your health data and it's clearly got advancement ahead. What if when your health insurance company will want access to that data on an ongoing basis... I think that's a huge market to come.
ETA: as I finished posting this, I get an email from my healthcare provider, Blue Cross, where I can now schedule a doctor apt via an app and communicate through that app (LiveHealth Online). So I now never have to go to a dr's office.
This post was edited on 4/27/16 at 12:12 pm
Posted on 4/28/16 at 6:31 am to Shepherd88
quote:All is well. I'm doing the same on the other side. I hope I'm not coming off as being argumentative either. I generally only post things here to get the opinions of others.
I understand your points and not arguing with you either or defending apple. I'm just a playing devils advocate here for the most part bc I think a lot of people get very short sighted on investing.
I have to say I was pretty disappointed with the iWatch and it's reception. I thought it was going to be much bigger. I know there's plenty of time, but others weren't as impressed with the potential as I was.
best of luck
Posted on 4/28/16 at 8:58 am to Ole War Skule
I don't even think Apple stock cares anymore 
Posted on 4/28/16 at 9:34 am to windshieldman
I don't think anyone expects Apple to continue you to perform the way it has been the last few years but let me know any stock that you think will. (so I can buy it )
My belief is that Apple is a really safe stock to buy at the current price for long term. The dividend is over 2% and obviously is not in any danger with all the cash they have on hand. I think the Iphone 7 will give a short term bump in the price once it is announced. The apple carplay will be in tons of vehicles in the future. I haven't played with their apple music but I've heard it is similar to spotify.
This is all assuming that they aren't developing something completely different that could be a success which is where the upside comes from. I sold most of my stock at 112 but I'm planning to buy back in shortly. I was kind of hoping it would get to 94-95 range first.
) My belief is that Apple is a really safe stock to buy at the current price for long term. The dividend is over 2% and obviously is not in any danger with all the cash they have on hand. I think the Iphone 7 will give a short term bump in the price once it is announced. The apple carplay will be in tons of vehicles in the future. I haven't played with their apple music but I've heard it is similar to spotify.
This is all assuming that they aren't developing something completely different that could be a success which is where the upside comes from. I sold most of my stock at 112 but I'm planning to buy back in shortly. I was kind of hoping it would get to 94-95 range first.
Posted on 4/28/16 at 1:07 pm to Shepherd88
wow
Icahn saying on CNBC he's out of AAPL, stock immediately drops 1%, volume skyrockets....
Icahn saying on CNBC he's out of AAPL, stock immediately drops 1%, volume skyrockets....
Posted on 4/28/16 at 1:29 pm to Ole War Skule
Saw that, I'm not a big fan of Ichan. There was the ceo of Cheniere energy on Cramer the other day discussing how Ichan single handedly convinced his board to oust him bc he didn't agree with the way the company was headed. I suppose that's how things go every now and then but whatever.
The one thing I do see as a negative for AAPL is what Kevin O'Leary said earlier, it is at the top of almost every major mutual fund and index holding. That could be bad if big boys begin selling.
ETA: I swear I just conjured him. As soon as I posted that, they showed a replay of that interview on CNBC haha
The one thing I do see as a negative for AAPL is what Kevin O'Leary said earlier, it is at the top of almost every major mutual fund and index holding. That could be bad if big boys begin selling.
ETA: I swear I just conjured him. As soon as I posted that, they showed a replay of that interview on CNBC haha
This post was edited on 4/28/16 at 1:33 pm
Posted on 4/29/16 at 12:19 am to IT_Dawg
The P/E is still silly low. I get that it's prolly over-bought which I've brought up several times. I've talked to lots of people in finance and the consensus is still that it's a must own stock. I'm still at hold and buy when it's at a value.
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