Any type of established recurring revenue model in hardware or software.
My thoughts are that they will have three in the coming year and the stock will see a huge jump past a one trillion market cap.
The first and most lucrative recurring model would be the Apple TV at 30 to $40 a month. This may or may not be bundled with gaming and music but it will most definitely be an alternative to cable and it will be destructive to the current balance of power. Eddie Cue has been doing his magic and I feel they have enough on board to make it happen.
The second recurring model is Jimmy Iovine's music curation. The man has been uncharacteristically quiet so he must be working his tail off behind the scene to make it happen. His connections will prove well worth the few billion they paid for Beats.
The third model is in Enterprise with the large form factor iPad. They need to get this right allowing the IBM partnership to really go full steam ahead with businesses small, medium and large where IT departments spend billions and will give Apple the sure fire sign ups just like msft has done for decades. Apple can't delay into 2016 because msft is in the process of righting their Enterprise ship and will not give up lans in there most key cash generator. That's why partnering with IBM was so smart and so vital.Apple alone did not have the corporate creds to move boldly in this area.
There you have it and there's your trillion dollar market cap. Apple needs to just execute.
The same thing happened when they announced the MDA news--and we know how that turned out. Seems like this could be very good outcome for us.
Sentiment: Strong Buy
Per Dr. David Suhy:
Transduction levels roughly consistent with pre-clinical studies: QPCR analysis:
• Subject 1 cohort 1 (4e10 vg/kg): 0.02 copies TT-034 per cell (average)
• Subject 2 cohort 1 (4e10 vg/kg): 0.01 copies TT-034 per cell (average)
• Subject 1 cohort 2 (1.25e11 vg/kg): 0.48 copies TT-034 per cell (average)
If consistent with pre-clinical studies, cohort 3 may have significantly higher percentage of DNA transduction
Good luck and GOD bless,
Sentiment: Strong Buy
toast laid out a great case for the valuation which I completely agree with. My answer is more simple. When you have companies like SWKS with great management and a good long term growth trend driving their earnings, you stay on board until the story shows signs of ending. Trading is about timing the market when investing is about time in the market. You can do one or both. I have found over many years of investing that long term way outperforms trading by far. Many times I have bought a company and was so right on the long term story and opted to settle for a short term gain only to regret it later. Example: back in the 2010, I bought BMY at $21 because I loved the new strategy they were taking to transform the company. After a nice run up to $30, I figured this was great and took my profits. Today BMY trades at just under $65 dollars. I exchanged a long term 220% gain for a short term 50% profit. I learned that long term beats these quick in and out trades for 5 or 10%, After that I bought CELG and held it ever since and its been my second best performer of my lifetime up over 250%. Today I use a hybrid strategy buying 50% of my position for long term holding and the other 50% I use to trade the gyrations of the market buying the big pullbacks usually 10% down and selling the big rips when I see the stock getting overbought. This Hybrid strategy by far outperforms both single strategies.
One of their biggest franchisees is balking at upgrading the stores and pay points because rightfully so the last rollout was an expensive debacle- the makeovers are very expensive and the numbers don't work for everyone- my opinion they should only do the full treatment is high volume stores in trendy areas. Their food is unquestionably the freshest and best quality out there, put beer and wine on the menu where possible I bet you'd get the yuppie crowd.
That's odd. My Ameritrade account shows an increase if 30.27%, but when I check yahoo finance INO only went up a little over 3%.
I guess never trust the service you pay, but the one that us for free.
Thanks for checking and make me aware of the misquote.
And btw, RBE, a much more serious tech side-effect of DLP, did not kill DLP. Tho I will be interested to see if whoever is going to bring this forward in public makes the claim of actually making people sick (as RBE in fact does for some people). At which point it may actually become legally actionable if whoever is so reckless as to make that claim without documentation.
What's killed DLP in big screen TVs is the competition got a lot cheaper. Mits (TI DLP inside) used to have a very pronounced cost advantage at 60-65" to offset the image limitations (RBE for some, and poorer off-angle viewing) and that disappeared.
Sentiment: Strong Buy
Just curious if $14.60 at 5/1/2015 makes any difference to your stated opinion, Cynthia?
Technicals are fine to a certain point, but sooner or later, you need to stop driving the car by looking only in the rear view mirror and peek through the windshield at the road ahead.
CENX has its pros and cons as a small company in a flat industry, and with the current debt levels, it might be ripe for acquisition, which I'm speculating is an option being explored, unless plans are already made. If that happens, who knows what happens with your money (depending on who's looking at buying CENX). But, if it doesn't happen, or at least until then, CENX will sit there and bob up and down on the waves of the industry like a floater, as long as it can keep its plants running and control its cost.
I hope you don't do to this board what you've done to the Infosonic's board!!! Anyone who listens to you, qualifies as an Idiot.
me your shares....33-35 per by end of may-mid june and 45 by EOY... This thing will never EVER see the teens and bottom resistance (STRONG) at 25-27 is apparent from the charts. New requirements on rail cars and oil will drive us higher in the sector. The looming investigation has proven to be a shite show and will eventually subside with any news by end of year. Bribery of any official is a joke... hookers and blow all around!
Sentiment: Strong Buy
Oh wow, I posted the exact same thing before reading your post. You've nailed it my friend.
Advanced Micro Devices and its partners have started to cut prices of graphics cards based on the Radeon R9 285 graphics processing units in Europe. It is unclear how long will the promotion will last and whether it is a widespread price-cut or an attempt to clear out some local stocks.
Hardware.fr reports that at least three retailers in France have reduced prices of AMD Radeon R9 285 graphics cards to less than #$%$180. Typically, such graphics cards retail for about #$%$200 or more. The price-cut will put AMD’s Radeon R9 285 graphics adapter in a better competitive position against Nvidia Corp.’s GeForce GTX 960. The AMD Radeon R9 285 is powered by the Tonga Pro graphics processing unit, which sports 1792 stream processors, 112 texture mapping units, 32 raster operations units as well as 256-bit memory bus. The graphics chip is clocked at 918MHz, whereas recommended GDDR5 memory frequency is 5.50GHz. All Radeon R9 285 graphics cards carry 2GB of memory. AMD’s Tonga GPU is the company’s only graphics chip that features the GCN 1.2 architecture.
Earlier this year AMD said that it needed to reposition some of its products in order to sell through existing inventory of graphics cards. For months, the company and its partners primarily focused on selling the flagship Radeon R9 290-series products to end-users, but recently prices of the high-end offerings stabilized. It is possible that now AMD and its allies want to clear the road for the company’s new mainstream offerings, which is why they are slashing prices of the Radeon R9 285.
In the U.K. it is possible to get a Radeon R9 285 graphics card starting from £139.99, including VAT.