We may be just one inch away from going bullish in this security. The voices of the bulls are louder now and the bears are in retreat."
While the idea may seem wild at first glance, Misek said it is not as crazy as it seems. "The possibility may at first seem far-fetched in light of investor concerns regarding possible carrier subsidy and handset price cuts due to smartphone saturation and lack of differentiation," Misek comments. "But we think this general lack of differentiation could be the reason why Apple may be able to get a price increase. Carriers realize that the iPhone 6 will likely be the only headline-worthy high-end phone launched this year and that they will lose subs if they do not offer it."
Commenting on who will pay for the potential increase, Misek notes Jefferies US Telecom Services analyst Mike McCormack and European analyst Jerry Dellis believe that the carriers have limited ability to resist and would take much of the hit themselves; however, the growth of EIP plans would mean that the consumer would take the brunt of the price increase and might opt for cheaper handsets. McCormack ests that in 2015 that 92% of TMUS's postpaid device sales will be on EIP vs. 43% on T, 25% on S, and 6% on VZ (VZ changed their plans recently and is not very aggressive with them).
An ASP increase could offset iPhone 6 gross margin headwind, according to Misek. "Our prelim iPhone 6 BOM est indicates GM could be up to 450bp lower than the 5s (pricier display/AP partially offset by general 5%-10% price concessions)," he notes. "Our current estimates assume a 430bp decline, which we feel is conservative unless some of the components run into yield issues. We estimate a $50 ASP increase on the iPhone 6 would raise GM by 375bp and $100 by 700bp so a $50 ASP increase would offset most of the iPhone 6 COGS pressure."
Misek said a $50 iPhone 6 ASP increase would raise revenues/EPS by 2%/11% and a $100 increase by 6%/24%.
The firm reiterated their Buy rating and price target of $625 on Apple.
Apple (AAPL) iWatch Might Launch By September, Says Analyst
April 15, 2014 9:31 AM EDT
Apple (NASDAQ: AAPL) is expected to launch its iWatch before the end of 2014, possibly before September, said analyst Brian J. White of Cantor Fitzgerald. Comments follow meetings with tech contacts in China and Taiwan.
and no one gets left behind in this "new" order workplace. so look for an upsurge in apple bottom line sales as mammoth new workers enter the workforce and must now compete with colleagues.
jus sayin lads.
hope this helps
may i suggest the out of the money april 25th $530 strike calls sheepsklnner_ownsthesheep?
AAPL Apr 2014 530.000 call (AAPL140425C00530000) -OPR Follow
10.80 Up 2.00(22.73%) 10:23AM EDT
Prev Close: 8.80
Expire Date: 25-Apr-14
lets see what happens this time. again these chicago options gangsters are neva wrong because they set the odds.
again, no you are wrong i bashed this stock all the way down from over $666 to bellow $400 so check out all my posts.
anywho. happy happy.
again lads the thirteen day is a biggie for japanese fundies and ALL their off-shore investing monies.
Goldman Sachs Previews Apple's (AAPL) Q2
April 21, 2014 9:53 AM EDT Send to a Friend
Goldman Sachs maintained a Buy rating on Apple (NASDAQ: AAPL) with a price target of $610.00. Analyst Bill Shope previewed Q2 results, scheduled for Wednesday after the close. He now forecasts revenues and EPS of $43.88 billion and $10.42, up from $43.85 billion/$10.30 primarily due to a lower share count.
"The key risk for the earnings release is a below-consensus June quarter guide, which would only partially be countered by the larger capital allocation program. With that said, we believe this risk is less pronounced than the deterioration we saw at this stage of the 2013 product cycle for three reasons: 1) we don’t expect this weakness to be coupled with gross margin erosion; 2) the China Mobile ramp is expected to gain momentum through 2014; and 3) revised carrier policies in 2013 artificially shifted some demand forward. The next key catalysts include WWDC in June, the iPhone 6 and new iPad production ramp, and new product categories and platform enhancements before year-end," said Shope.
"For the June quarter, we are modeling revenues and EPS of $37.5 billion/$8.92 (down from $39.72 billion/$9.38) versus consensus of $38.26 billion/$8.50. We also believe the company is likely to update its capital allocation program, with an increase of $30-35 billion for the authorization and a 10-15% increase in the dividend. We also adjust our earnings expectations for FY2014-FY2016, largely due to the factors discussed above," he added.
" We also believe the company is likely to update its capital allocation program, with an increase of $30-35 billion for the authorization and a 10-15% increase in the dividend."
done deal now lads these creeps from goldman snacks financed the last $100 billion in capital allocation.
again not allowed to comment on naked short interest. BLOWOUT! jus sayin. :)
Daily Short Sale Volume
Short Interest (Shares Short)
Days To Cover (Short Interest Ratio)
Short Percent of Float
Short Interest - Prior
Short % Increase / Decrease
Daily Naked Short Selling List
Short Squeeze Ranking™
% From 52-Wk High ($ 575.14 )
% From 52-Wk Low ($ 388.87 )
% From 200-Day MA ($ 510.43 )
% From 50-Day MA ($ 530.77 )
Price % Change (52-Week)
% Owned by Insiders
% Owned by Institutions
Trading Volume - Today
Trading Volume - Average
Trading Volume - Today vs. Average
Earnings Per Share
lets see what happens.
Mon, Apr 21, 2014, 11:47AM EDT - US Markets close in 4 hrs and 13 mins
Is Apple (AAPL) Poised to Beat Earnings Estimates?
Zacks By Zacks Equity Research
37 minutes ago
We expect Apple, Inc. (AAPL) to beat expectations when it reports second quarter fiscal 2014 results on Apr 23, 2014. Last quarter, it posted a 3.28% positive surprise. We note that Apple has outperformed the Zacks Consensus Estimate in the preceding four quarters with an average positive surprise of 2.39%.
Why a Likely Positive Surprise?
Our proven model shows that Apple is likely to beat earnings because it has the right combination of two key ingredients.
Positive Zacks ESP: Earnings Surprise Prediction or Earnings ESP, which represents the difference between the Most Accurate estimate and the Zacks Consensus Estimate, is at +0.49%. This is very meaningful and a leading indicator of a likely positive earnings surprise for shares.
Zacks Rank #3 (Hold): Note that stocks with Zacks Ranks of #1, #2 and #3 have a significantly higher chance of beating earnings. The sell rated stocks (#4 and #5) should never be considered going into an earnings announcement.
The combination of Apple’s Zacks Rank # 3 and +0.49% ESP makes us very confident in looking for a positive earnings beat this quarter.
What is Driving the Better Than Expected Earnings?
China is an incredibly important market for Apple and its multi-year agreement with China Mobile (CHL) is crucial in this regard. By the start of 2014, Apple was selling iPhones through China Mobile in just about 16 cities. However, by the end of 2014 this figure is projected to rise to about 300 cities.
This deal is already bearing fruits as iOS revenues from China have already increased 70.0% this quarter, as per apps analytics firm Apps Annie.
We believe that iPhone unit sales will be eagerly watched by investors. The company recently introduced the iPad with retina display and the much-awaited Carplay, both of which are expected to boost growth...
"China Mobile ramp is expected to gain momentum through 2014"
jolly good! make it so!
and just took her forty dma today. again lads this is very potent japanese chart voodoo when combined together . so we are going way higher here.
an increase of 7.46% short interest ahead of wednesday earnings beat and goldmans capital allocation call today is a lot for shorts to THINK ABOUT!
Last Pattern:BULLISH DOJI STAR
Last Close:524.9400 Change:+5.9300 Percent change+1.14% 6 mo.Rating$100⇨88.7512 mo.Rating$100⇨108.8024 mo.Rating$100⇨131.02Signal
Update Our system’s recommendation today is to BUY. The BULLISH DOJI STAR pattern finally received a confirmation because the prices crossed the confirmation level which was at 521.5450, and our valid average buying price stands now at 522.0950. The previous SELL recommendation was issued on 03/04/2014, 14 days ago, when the stock price was 540.8300. Since then AAPL has fallen by -3.46%.Market Outlook Let’s jump on our white horses and go for a bullish ride. The bullish pattern that was previously identified is finally confirmed and a BUY signal is generated. Most probably, it is the right time to participate in bullish fervor. The market is telling you about a new profit. Do not miss this bullish opportunity.