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Apple Inc. Message Board

  • dave72picks dave72picks Jan 22, 2013 9:06 PM Flag

    is the street now expecting a 50B buyback??

    Gary on Fast Money was discussing what it would take to get the stock moving ---- good grief the hurdles for this company to trade at the same level of the S&P are crazy

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    • He was just saying that in the context of what would get value funds interested in short term driving up shares. he was saying its stuck in no man's land between growth funds feeling they already own it and it has a less sexy growth rate, vs Value funds feeling its not quite a value stock at 11x

    • Here is what they will need to do.

      1) Beat EPS and post at least $15/share so they have YOY growth

      2) Beat on revenue by at least 2B

      3) Split the stock 10 for 1 or 20 for 1

      4) 50B to 100B buyback funded by low interest loan and onshore cash flow

      5) Double the dividend to at least $20/share

      6) Raise guidance for Q1 for both rev and EPS

      7) Beat on margins and show at least 40%

      If they do all this the stock goes to $600. Then it will be hit by more negative reports/rumors and CNBC bashing for 3 months until the next earnings report.

      That should be easy right?

 
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