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Started By
Message
Time to sell or short Apple IMO
Posted on 4/10/15 at 8:03 am
Posted on 4/10/15 at 8:03 am
Two reasons:
1. Iphone is most of their revenue right now. Samsung releases what is essentially a clone and HTC One M9 is comparable. Yes I understand that people like to stick with Apple or Android, but I think I-phone sales will suffer some now.
2. Apple watch will be a failure.
We will see I suppose. Current price is $126.55. My time frame would be between 6 months and year end.
1. Iphone is most of their revenue right now. Samsung releases what is essentially a clone and HTC One M9 is comparable. Yes I understand that people like to stick with Apple or Android, but I think I-phone sales will suffer some now.
2. Apple watch will be a failure.
We will see I suppose. Current price is $126.55. My time frame would be between 6 months and year end.
20
Posted on 4/10/15 at 8:06 am to Tiger n Miami AU83
iPhone may be most of their revenue and the iwatch may suck but it won't always be that way.
Apple Pay will eventually start getting htem revenue and be a big deal. The iWatch sucks now but over time they will get it right eventually. Apple brand is still strong and apple people would only leave it if they got screwed
Apple Pay will eventually start getting htem revenue and be a big deal. The iWatch sucks now but over time they will get it right eventually. Apple brand is still strong and apple people would only leave it if they got screwed
Posted on 4/10/15 at 8:09 am to GenesChin
I agree Apple has a great track record of innovation and new products and they will find new revenue streams to replace iPhone sales.
It is a short term play. Reason I put the 6 month time frame.
Could certainly be wrong, but that is my call.
It is a short term play. Reason I put the 6 month time frame.
Could certainly be wrong, but that is my call.
Posted on 4/10/15 at 8:36 am to Tiger n Miami AU83
quote:
Time to sell or short Apple IMO
not here.
* phone taking market share in US and China
* watch WILL be big, but will take a few years. this is v 1.0 with virtually zero apps. it's going to be BIG once apps get out there and people see what it can do. I know there are a few drawbacks (battery, water resistance et), but I think it's going to both be VERY big and cement appleites further into the so called ecosystem
* apple pay won't generate enough cash to matter, but again locks people into apple
Apple is FAR ahead of everyone as the market leader in terms of prestige and loyal consumers.
But, if you're talking about 6 months, anything could happen.
Posted on 4/10/15 at 8:39 am to Ole War Skule
I know it's about impossible to know, but how high do y'all see Apple getting say in 2-3 years? Above 200?
Posted on 4/10/15 at 8:43 am to windshieldman
I think it will go to $200 ...it's been pretty much unstoppable.
Posted on 4/10/15 at 8:48 am to eye65
200$ for sure
If they were able to sustain profits and pay back shareholders all cash + profits, shareholders would be compensated in full within about 10 years.
-They have nearly 1/7 of their market cap in on hand cash.
-Room for iphone growth in Asian markets
-Room for growth in TV/entertainment market
-Other new projects like their car stuff
-watch market is completely untapped still despite their flop. If iWatch 2.0 succeeds they are guaranteed master of that market
If they were able to sustain profits and pay back shareholders all cash + profits, shareholders would be compensated in full within about 10 years.
-They have nearly 1/7 of their market cap in on hand cash.
-Room for iphone growth in Asian markets
-Room for growth in TV/entertainment market
-Other new projects like their car stuff
-watch market is completely untapped still despite their flop. If iWatch 2.0 succeeds they are guaranteed master of that market
This post was edited on 4/10/15 at 8:52 am
Posted on 4/10/15 at 8:59 am to Tiger n Miami AU83
You're wantig to short the largest company in the world??
You realize this company has more cash on hand than most of our states do right?
You realize this company has more cash on hand than most of our states do right?
Posted on 4/10/15 at 9:19 am to Shepherd88
quote:
You realize this company has more cash on hand than most of our states do right?
They could buy 10 aircraft carriers and still be in a solid financial position. Let's short them
Posted on 4/10/15 at 9:37 am to Tiger n Miami AU83
Posted on 4/10/15 at 9:52 am to lsu13lsu
Well, I am a bit biased against Apple.
Back around 2000, I bought 2,000 shares of Apple at $20/share. At the time it had more cash on hand than its entire market cap. Was biggest no-brainer ever. After holding for about a year it was down to $18/share.
I got pissed and sold all of it. Never bought back in either.
(you can all laugh at TiM now)
Back around 2000, I bought 2,000 shares of Apple at $20/share. At the time it had more cash on hand than its entire market cap. Was biggest no-brainer ever. After holding for about a year it was down to $18/share.
I got pissed and sold all of it. Never bought back in either.
(you can all laugh at TiM now)
Posted on 4/10/15 at 10:24 am to Tiger n Miami AU83
So two wrongs make a right?
Posted on 4/10/15 at 10:27 am to Tiger n Miami AU83
quote:
you can all laugh at TiM now)
Not gonna laugh, I feel your pain. While nowhere near the amount of pain, I still feel it.
Was in Rite Aid a couple of years ago around $1.00. Ended up selling and today it sits at $8.15.
Posted on 4/10/15 at 11:14 am to OnTheBrink
I think Apple is a long term play. It's something to hold onto IMO and not something I want to jump in and out of.
Posted on 4/10/15 at 11:17 am to lsu13lsu
quote:
Apple Death Knell Counter
pretty funny stuff in there...
By Matthew Lynn, Published in Bloomberg
Relevant Quote:
The iPhone is nothing more than a luxury bauble that will appeal to a few gadget freaks. In terms of its impact on the industry, the iPhone is less relevant. [...] Apple will sell a few to its fans, but the iPhone won't make a long-term mark on the industry.
Posted on 4/10/15 at 11:17 am to Tiger n Miami AU83
They also haven't been wasting their cash on stock buybacks to line executives pockets. Investors and executives have been doing well short-term based on all these buybacks, but long-term they are a negative.
Long term I'd much rather have a management team that keeps that war chest in house for r&d, retention of highest skilled engineers/managers and acquisitions.
Long term I'd much rather have a management team that keeps that war chest in house for r&d, retention of highest skilled engineers/managers and acquisitions.
Posted on 4/10/15 at 11:39 am to Tiger n Miami AU83
quote:
Iphone is most of their revenue right now. Samsung releases what is essentially a clone and HTC One M9 is comparable. Yes I understand that people like to stick with Apple or Android, but I think I-phone sales will suffer some now.
There have been comparable phones for at least the last 5 years, not sure why this would cause a huge drop in market share now.
Posted on 4/10/15 at 11:44 am to OnTheBrink
quote:
Was in Rite Aid a couple of years ago around $1.00. Ended up selling and today it sits at $8.15.
Yea, I bought F at 2 something a share and sold it around 3. I also bought Lowes at like 17 and sold mid 20s. Made money, but damn.
Posted on 4/10/15 at 12:45 pm to Tiger n Miami AU83
Bookmarked. 
Posted on 4/10/15 at 1:29 pm to tes fou
Its all they can do.
They have to do something with all the cash.
And they are spending the shite out of money on R&D, problem is there is so much it doesn't even create a dent.
They have to do something with all the cash.
And they are spending the shite out of money on R&D, problem is there is so much it doesn't even create a dent.
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