After the 6 will be some type of modified time travel. Steve Jobs was working on this. Not years, but maybe just 3 or 4 hours. Sportsbooks will need to close betting 4 hours before a game....but Police can also go back in time to stop terror events. Apple will sell these for about $50,000 each....and they will cost Apple maybe $250 to make. They will sell 800 million the first year.
Or maybe the 7 phone will be cool too...and Apple can drive Samsung even deeper into a big hole.
Apple is going to sell 70 million+ I-Phones in Q1. They will also sell 70 million in Q2. Yes, demand is that strong. That's 140 million in the first half of 2015. Apple estimates for 2015 are built on 180 million phone sales. This would mean 20 million in Q3 and 20 million in Q4. No way....try 50 million and 50 million. 240 Million total.
That's a 60 million phone difference.
60 million x $300 = $18 Billion divided by 6 Billion = $3.00 per share.
Current 2015 eps estimates are $7.72. Add $3.00 = $10.72
This is why you (and Carl Ichan) want to own Apple. 2015 EPS will be up 46%.....not 16%.
Best Deal......ALL varieties of the 6 phone on sale at Walmart for the next 8 days. $179 + $75 Walmart gift card w/2 year contract for the 16gb.....64gb +$100....128gb +$200
If you are looking at buying the 6......this is the best deal I've seen yet. Sell your old I-Phone on the internet....keep the cash. Walmart would be the place to go.....8 days to think on it. :-)
Alibaba can double Apple's footprint in China. Apple can expand Alibaba's footprint everyplace else. It would be spectacular for both companies.....and a very major event.
Such a deal would send both stocks 12 to 15 points higher. Those who are long Apple stock can just wait for it.....while shorts (and those funds underweight Apple) need to fear it.
An Apple-Alibaba deal could come at anytime. Talks started 4 weeks ago. :-)
Then I guess Monday afternoon will be a great time for Apple and Alibaba to announce a deal. :-)
Funds are 400 million underweight Apple this year.....and nobody knows when Apple and Alibaba will pop a deal. They are risking a 12 point gap up on an Alibaba deal. This Citi article is noise. The real story is the underweight funds getting killed by being underweight Apple......They have to buy....and Apple keeps buying. It's a massive slow rolling squeeze that has already sent Apple up 8 points in 2 weeks, 16 points in 5 weeks, and is just getting started. 400 million shares needing to be bought near term is massive. :-)
Pre-split $700 Apple was not outselling Samsung 4 to 1....and there was no Supercycle....or ApplePay or the Apple Watch. Based upon sales and EPS, Apple should be at $1200.
Apple will earn $10.50 per share in 2015. In 2012 Apple earned $5.70 per share.
Just sayin'....Apple is worth 2x what it was in 2012. :-)
Every month, tens of millions of contracts expire.....and eveybody will be upgrading. This Super-Cycle will last 18 more months. I have 4 phones to buy, but the folks at Verizon say that I have to wait until January. We will buy 3 of the 6 phone, and 1 of the 6+. Two will be 64gb, and two will be 128gb.
I think Apple will show wonderful year over year comps for the next 5 quarters.
I think you may have waited just a wee bit longer to see what Apple and Alibaba have in mind. :-)
Apple will have EPS of over $10.50 per share in 2015. Current estimates are $7.71.
Apple is 40% undervalued.
2 hours to get Apple down 50 cents......They are working hard. Getting it down. Get down.
Great time to buy......Apple up 3 points a week now. New price targets $125-$135
Will the options guys be able to move Apple to $16.00 by the close today......Interesting to see if they can do it. If they can't, it won't be due to lack of effort. :-)