Apple (AAPL) 05 (Aug 18 - Dec 20)

Re: Apple (AAPL) 04 (Mar 01 - Dec 18)

Postby winston » Sat Nov 03, 2018 11:18 am

not vested

What Is Apple Hiding?

The company’s new policy will be to give us revenue numbers – neatly hiding and obscuring the fact total numbers might be dropping and are being compensated by Apple’s policy of constantly upping the cost; like charging $200 more for the latest iPad(the new one with added gripping hand action).

So numbers sold will drop, prices will keep rising.. and revenues will look ok.. right up to what I now call the Apple Event Horizon…


Source: TTR

http://www.thetradingreport.com/2018/11 ... le-hiding/
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Re: Apple (AAPL) 04 (Mar 01 - Dec 18)

Postby winston » Sat Nov 03, 2018 9:11 pm

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Can Apple Stock Build Its New Empire on Services?

AAPL stock has a small piece of the mobile pie

By NEIL GEORGE

Services for the third quarter were 17.93% of overall revenue compared to 56.15% for iPhones, with laptops, tablets and other products including watches making up the rest at 25.93%.

Services revenue share is up from the same quarter from last year where it was at 16%. And in dollar terms, it increased by 31.41% for the same quarter over quarter.

But if you follow the previous quarter, it only improved by 3.9% and that’s been as Apple has supposedly been ramping up its efforts to offer and sell more services.


Source: Profitable Investing

https://investorplace.com/2018/10/can-a ... h=nonbuyer
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Re: Apple (AAPL) 04 (Mar 01 - Dec 18)

Postby winston » Wed Nov 07, 2018 9:57 am

If You Own Apple (AAPL) Stock, Read This

by David Zeiler

. An entry point of $195, for instance, would deliver gains of 54% when AAPL reaches $300 – not counting the dividend.


Source: Money Morning

http://dailytradealert.com/2018/11/06/i ... ad-this-2/
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Re: Apple (AAPL) 04 (Mar 01 - Dec 18)

Postby winston » Sun Nov 11, 2018 5:01 pm

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Apple finds quality problems in some iPhone X and MacBook models

Source: Reuters

https://finance.yahoo.com/news/apple-sa ... 11932.html
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Re: Apple (AAPL) 04 (Mar 01 - Dec 18)

Postby winston » Tue Nov 20, 2018 8:47 am

This Stock Remains a Buy-and-Hold

by Richard Robinson

The company posted quarterly revenue of $62.9 billion and quarterly earnings of $2.91.

The revenue increase represented a 20% gain over the same quarter in 2017 and a 41% rise in earnings.

Average iPhones prices increased by 17.4% in 2018.



Source: Street Authority

https://dailytradealert.com/2018/11/19/ ... -and-hold/
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Re: Apple (AAPL) 04 (Mar 01 - Dec 18)

Postby winston » Wed Nov 21, 2018 8:44 pm

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Apple (AAPL)

Apple, on the other hand, as a name that needs no introduction at all. Not only is it the world’s biggest and most profitable company, it’s also the world’s best known brand.

Yes, smartphone sales are slowing down, and that has hurt Apple more than any other outfit; 59% of last quarter’s revenue was driven by iPhone sales.

The slowdown is so alarming, in fact, that the company has decided to no longer share unit sales data. Most analysts have interpreted it as a sign that Apple knows the upcoming iPhone sales numbers could turn into liabilities. That’s a big part of the reason AAPL stock has fallen 24% from its early October peak.

What the market has largely forgotten, however, is that this is Apple. It always finds a way to sell something, and finds a way to deliver a high-quality product and make a buck by doing so.

Source: Investor Place
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Re: Apple (AAPL) 04 (Mar 01 - Dec 18)

Postby winston » Fri Nov 30, 2018 8:09 am

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The company facing the biggest headwinds is Apple (AAPL)

Their downturn started when they announced at their last earnings call that they would no longer report iPhone sales as they did not believe the number presented a true representation of the state of their business. The market quickly voted against that decision. Since Oct. 1, AAPL stock is down more than 20%.

Neil George, editor of Profitable Investing, explains why so many are down on the stock, and the headwinds it will be forced to overcome to get back on the positive side.

First, we continue to have reports of supplier and assembly cutbacks, which point to lower unit sales of the company's core iPhone products. Fewer units means fewer potential buyers of applications and other services, which Apple needs to generate more recurring income.

Apple has lost market share in China as well as the rest of Asia, while Europe is just flat and North America is down from the previous quarter.

Japan, which accounts for 8% of iPhone sales, is now slowing its demand for newer iPhones as it follows other markets into lower adoption of the next phone models. The primary telecom companies in Japan are demanding higher subsidies from Apple to offer its iPhones on their networks and in their stores. This means tighter margins for the company and shows that its unit growth is in more trouble.

Then we come to the big problem that the company is facing with the Supreme Court of the United States. The company is being sued in the case of Apple Inc. v Pepper, in which Apple customers are alleging anti-trust violations in application (app) sales.

The customers are saying that since Apple apps can only be bought through the company and not from other vendors -- as opposed to the model used for Android devices from Alphabet's Google (GOOGL) -- Apple effectively controls the price and fees for listing apps on the Apple platform.

If SCOTUS rules against Apple, it will open up a myriad of class-action lawsuits that would cost Apple in refunded payments and might force the company to open up its platform for apps to third-party companies. This could result in a massive hit to its services revenue, which are already under threat from slower unit sales.

It will take some time for the verdict and then the subsequent class-action suits to be filed. But it is an ominous cloud on the horizon for Apple.

Neil is calling this stock a hold until there are more positive signs. Be cautious with AAPL stock.

Source: Investor Place
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Re: Apple (AAPL) 04 (Mar 01 - Dec 18)

Postby winston » Tue Dec 04, 2018 8:45 pm

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Stocks to Buy with the Trade War on Pause: Apple (AAPL)
Percent Off All-Time High: 21%

Why It Has Been Killed: Consumer electronics giant Apple (NASDAQ:AAPL) lost its position as the most valuable company in the world over the past month as trade war headwinds have weighed on operations.

Namely, iPhone demand this year is reportedly weak, especially abroad, and that is presumably a consequence of trade war friction.

Meanwhile, President Donald Trump flirted with the idea of slapping tariffs on iPhones, a move which could further dampen demand through higher costs. Overall, the trade war has really struck Apple where it hurts: in the iPhone business.

Why It Will Bounce Back: Apple stock should be able to rebound with the trade war on pause because, outside of trade war headwinds, the Apple growth narrative remains robust thanks to strong new hardware and software growth.

The big problem with Apple has been iPhone demand issues, and those issues stem in part from trade war noise.

With the outlook on those issues improving, investors will take a more bullish stance on the now very cheap Apple stock (12 forward earnings), and this stock should rebound strongly.

Source: Investor Place
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Re: Apple (AAPL) 04 (Mar 01 - Dec 18)

Postby winston » Thu Dec 13, 2018 1:29 pm

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Stocks to Buy With the Strongest Balance Sheets: Apple

Let’s start with the bad. The company has $94 billion in long-term debt and almost $260 billion in net liabilities. However, this debt is sort of misleading. Rather than repatriate all of its funds held overseas and pay a high tax rate, Apple pays a minimal amount in interest to borrow money instead.

That money is then used to buy a massive amount of stock. This year alone, Apple tacked on $100 billion to its buyback fund.

Warren Buffett has been a steady (and massive) buyer of Apple. Do you think he would do so if its balance sheet were a big risk?

I will be the first to admit, I don’t love seeing $100 billion in debt for a company. But measured against its assets and cash flow, it’s more a financial engineering situation than outright toxic debt.

Consider that Apple holds $170.8 billion in long-term investments and another $66 billion in cash and short-term investments. It has net receivables of almost $50 billion and is embarking on what is generally its strongest quarter.

Over the last year, Apple has generated a laughable $64 billion in free cash flow. Yeah, laughable as in that’s so much cash flow it’s hardly comprehendible. That should alleviate all concerns over the debt and tell you all you need to know.

Source: Investor Place
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Re: Apple (AAPL) 04 (Mar 01 - Dec 18)

Postby winston » Mon Dec 17, 2018 7:38 pm

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Apple

How much worse does it get for Apple stock? Probably not a lot.

The shares (AAPL) are down more than 20%, to $171, in the wake of a disappointing earnings report for the September quarter.

Wall Street has reacted to weak guidance for the current quarter, production cutbacks at iPhone suppliers, and the company’s move to stop disclosing unit sales of iPhone, iPad, and Mac devices—an indication that critical iPhone sales may be headed lower.

The stock is finding support because its valuation looks attractive and there appears to be limited risk to current-year earnings even if one assumes a 5% to 10% decline in iPhone sales.

Apple now trades for 13 times projected earnings of $13.30 a share in its fiscal year ending in September. The P/E ratio is about 11 when Apple’s $25 a share in net cash is stripped out.

“It is difficult to see earnings declining below fiscal-year 2018 levels of $11.91, due to strong year-over-year contributions from services, wearables, and buybacks,” Bernstein analyst Toni Sacconaghi wrote recently.

And Piper Jaffray analyst Michael Olson wrote last week that “international iPhone weakness and disappointment over future unit disclosure are largely baked into the stock.” He maintained an Overweight rating but cut his price target to $222 from $250.

Apple’s high-margin services revenues—including App Store, Apple Music, and Apple Care—rose 24% in the latest year, to $37 billion, and are on track to hit $50 billion by 2020.

In Barron’s cover story last week, we suggested that the company could package some of its services, or iPhones and services, into an attractive monthly subscription service.

One big buyer of the stock in the coming year will be Apple itself. It has the world’s largest repurchase program and is expected to buy back about $70 billion of shares in the current fiscal year, or 8% of those outstanding. Investors also get a 1.8% yield.

Source: Barron's
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