Announcement

Collapse
No announcement yet.

What Financial (Investment) Websites Do You Use?

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • #46
    Originally posted by Partial View Post
    Just about every analyst has it going for 550 or so by January. It's ridiculously under valued right now. With their growth and the PE, lots of people think over the next few years 1000 is easily a possibility!
    The problem with that is that while Apple has increased nicely and relatively steadily, it has not risen as fast as the analysts have projected. Most of those same analysts who predicted $500+ by January predicted $425 after last quarter, and it barely made $365. It fell from that shortly after the earning report, which was a clear beat. AApl has followed a peculiar pattern of "disappointing" investors no matter how much it beats projections.

    Don't get me wrong, I am very confident in AAPL long term. I have bought at three different levels so far, I would have bought more on the last dip into the $320's, but I didn't have anything I wanted to sell. But, I don't expect a meteoric rise tripling its value in 8 quarters. It will continue to grow and will continue to be impressively undervalued for quite a while, but there is nothing wrong with that.
    Last edited by Patler; 07-07-2011, 11:15 PM.

    Comment


    • #47
      Originally posted by Patler View Post
      The problem with that is that while Apple has increased nicely and relatively steadily, it has not risen as fast as the analysts have projected. Most of those same analysts who predicted $500+ by January predicted $425 after last quarter, and it barely made $365. It fell from that shortly after the earning report, which was a clear beat. AApl has followed a peculiar pattern of "disappointing" investors no matter how much it beats projections.

      Don't get me wrong, I am very confident in AAPL long term. I have bought at three different levels so far, I would have bought more on the last dip into the #320s, but I didn't have anything I wanted to sell. But, I don't expect a meteoric rise tripling its value in 8 quarters. It will continue to grow and will continue to be impressively undervalued for quite a while, but there is nothing wrong with that.
      These are good points. I really think the stock is depressed because everyone is already factoring in Steve dying or at least not coming back. Based on what he's been doing lately with trying to get the new Campus built, I think he's doing better than most and I would bet he'll be back. I have to imagine a billionaire can get the kind of care and drugs that your average person cannot.

      I don't really think it matters if he's back or not. Tim Cook is the brains behind their business model, Steve is just the innovative one. I'm sure their road map is already set for a few years. I have no doubt they'll be on top of the competitors for at least 3-4 more years.

      Comment


      • #48
        Originally posted by Bretsky View Post
        no, end of 08 when fear was running rampant I got in at a bit over $8 a share
        Not a great return in 2.5 years but not bad either. It's about 13.50 now.

        IF ONLY I'd have bought a bunch of stocks at that point
        Actually, it made that much for you in about a year. It's selling now for near what it did at the end of '09, so you haven't made anything on it for the last year and a half, other than your 2% dividend.

        Comment


        • #49
          Originally posted by Partial View Post
          I really think the stock is depressed because everyone is already factoring in Steve dying or at least not coming back. Based on what he's been doing lately with trying to get the new Campus built, I think he's doing better than most and I would bet he'll be back. I have to imagine a billionaire can get the kind of care and drugs that your average person cannot.

          I don't really think it matters if he's back or not. Tim Cook is the brains behind their business model, Steve is just the innovative one. I'm sure their road map is already set for a few years. I have no doubt they'll be on top of the competitors for at least 3-4 more years.
          His health may affect the individuals who own stock, but 70% of AAPL stock is held by institutions and mutual funds. They understand succession planning.

          Comment


          • #50
            AAPL at an all-time high today. The buzz seems to be that they're going to CRUSH earnings expectations. This would be their 14th straight quarter beating the street's estimates.

            Expect to see things really blow up when they put out a new iPhone. Things will slow down for a month before they do, but they will sell millions of iPhones the first week it's available.

            Comment


            • #51
              Originally posted by Partial View Post
              AAPL at an all-time high today. The buzz seems to be that they're going to CRUSH earnings expectations. This would be their 14th straight quarter beating the street's estimates.

              Expect to see things really blow up when they put out a new iPhone. Things will slow down for a month before they do, but they will sell millions of iPhones the first week it's available.
              Maybe this time they will break the pattern. Typically they have had strong run-ups before their earnings reports, they have had substantial "beats" on the reports, and then somewhat lukewarm reactions after the report. It hasn't made a lot of sense. One of these days investor reaction should be more in tune to their actual report. Hope it s this time!

              Comment


              • #52
                Originally posted by Patler View Post
                Maybe this time they will break the pattern. Typically they have had strong run-ups before their earnings reports, they have had substantial "beats" on the reports, and then somewhat lukewarm reactions after the report. It hasn't made a lot of sense. One of these days investor reaction should be more in tune to their actual report. Hope it s this time!
                Just today I saw updates from Goldman Sachs (450$), JPMorgan (480$) and Jefferies (500$). I've seen countless others in the 500's recently from following Apple Insider like a fiend

                It's an exciting time to be betting big on Apple. I personally think they're just getting started and the best it yet to come.

                They're leaps and bounds ahead of the competition right now. I mean it's not even close. Windows 8 looks more promising than Lion imo, but that's okay, Apple doesn't make the big bucks there. Also, I think OS 11 will be out around the same time as Windows 8.

                Never in a million years did I think I'd say it, but I may get back into MSFT for Win8. Love love love Metro UI.
                Last edited by Partial; 07-15-2011, 07:39 PM.

                Comment


                • #53
                  Analysts have been in love with AAPL for a long time. That really isn't anything new. The market hasn't been as enthusiastic as the analysts, and I don't think anyone can really explain why.

                  I'm tempted to buy some more. I almost did when it dropped into the $320s last month. I bought CAT instead in the low $90s.

                  Comment


                  • #54
                    AAPL won round 1 against HTC in a patent suit today.

                    Comment


                    • #55
                      Originally posted by Scott Campbell View Post
                      AAPL won round 1 against HTC in a patent suit today.
                      I think Apple has pretty much all of those companies by the balls on multitouch stuff. Having said that, I think patent law sucks balls and need some reform. Half of those patents Apple sued HTC over are just BS. Accessing system resources in a multithreaded manner was one IIRC. LOL, wtf? How can that be patented? Aye yay yay.

                      Comment


                      • #56
                        Originally posted by Partial View Post
                        I think Apple has pretty much all of those companies by the balls on multitouch stuff. Having said that, I think patent law sucks balls and need some reform. Half of those patents Apple sued HTC over are just BS. Accessing system resources in a multithreaded manner was one IIRC. LOL, wtf? How can that be patented? Aye yay yay.
                        Apple sued on 10 patents and the ITC hearing officer found infringement of just two. Perhaps the ones you are concerned about were held invalid instead of not infringed. HTC also has an infringement action pending against Apple. Before this is done, some sort of cross-license could likely occur.

                        Comment


                        • #57
                          Apple is looking pretty good going into their quarterly report after hours today.

                          Comment


                          • #58
                            Well Pattie, it's a good day to be an AAPL share holder. 403.33! Whoo hoo! Cheers my friend! Once again blew expectations out of the water. The magic carpet ride is beginning!

                            Comment


                            • #59
                              They hit $405 after hours, apparently. Hard to say what they will open at in the morning. There was one bit of negativity in their report, giving 4th quarter guidance slightly less than analysts were predicting. When questioned about it, they gave reasoning of "product transition" occurring during the quarter. I hope the market doesn't dwell too much on the lowered guidance.

                              Comment


                              • #60
                                Not an overly enthusiastic response by the market this morning. AAPL is up 3% (at $385-$390 now) from yesterday's close. This has been the recent scenario. Tremendous financials for the quarter reported with a good but not great response by the market. Overall, the rise is steady and very good. But, don't buy AAPL as a quick hitter, buy it to hold
                                Last edited by Patler; 07-20-2011, 09:20 AM.

                                Comment

                                Working...
                                X