Look at the PE multiple assigned to the big sugar water company (KO) who's business is shrinking and losing it's fizz VS. the multiple assigned to the most adored consumer brand on the planet, who's business is growing nicely (eat crow "law of large numbers" crew), and is standing at the epicenter of a global technology boom.
Another reason just to put your AAPL shares away and let time correct the human error of Wall Street judgement. Unless the Apple story changes, Uncle Carl will (eventually) be proven right; AAPL = $200+
Hello old friend, self-described "great trader", where did you run off to?
Now, three Quarters later, time has been somewhat cruel to MCD, it's business, and its shareholders.
While consumers still are leaving MCD in droves, I just hope that I was wrong about my other prediction; that you would likely lose all your money trading options in MCD. If you did, let's just call it the cost of your investing education (we all go through it, son).
As for MCD's business, the numbers don't lie and Ronny is in trouble. Sure, they have the mass to stay in denial for a while longer, but the longer they wait to produce a material change to the current operating structure, the more difficult it will be to turn the ship around. Think Titanic.
Brian is the AAPL perma bull analyst @ Cantor Fitzgerald, who first put the $1001 price target on Apple in 2012. He likes to have fun with price target numbering and he's at $123 right now - which was the highest on the street - until Carl's $203.
So, can $234 be far off????
Do us all a favor and return that phone tomorrow and use the proceeds to purchase a couple of rams horns (one for you the other for your friend) to chat on, and stop by the letter store for a bag of capital Gs!
He won't take Carl's $203 target valuation lying down. No way! Watch him set a new price at $234.
Thanks for the reply, but my question remains - Is there any reasonable chance CI pushes the BOD into breaking up NUAN into discreet businesses and spinning one or two off.
I feel your pain with this holding, but for me this would be a speculative play. I don't believe there's a natural buyer for NUAN, at least not in how its currently structured. My gut tells me there's VALUE here up to or even above what you paid for it in 2012. It boils down to HOW that value gets unlocked and breaking up the major business lines might be one logical way to do it.
Time will tell, and I wish you all the best.
I was being ironic, sarcastic, even cynical. Even casual observers can see Wall Street hates NUAN.
Do you have any thoughts on my question?
Is this the Altria board?
"Sometimes it's better to remain silent and thought a fool than speak out and remove all doubt".
I wish all the opinionated do-gooders here would #$%$ and run for office already. LOL!
NUAN has been on my radar for a while, and while I'm glad I never pulled the trigger on a BUY, the more it drops the more interested I become. So, here's my question to you regulars who have a deeper understanding of this business; If a buyout is unlikely what are the chances of a breakup (a la ebay, hwp) that unlocks additional value and then perhaps puts one or all of the "new" entities in play?
From what little I know about NUAN they seem to have a few discreet and distinct businesses (enterprise, medical, consumer) that may facilitate a move like this. Sorry of this rehashes any earlier discussion on this point, but I thought it may be worth asking given Wall Streets love affair w/ NUAN/Ricci and the stocks' lackluster performance, even with Uncle Carls' blessing.
Thanks for any thoughtful replies...
Today we witness another facet of the MO gem; a bit of a safe haven when $$$ flows out of a nervous market.
Just another reason to smile!
Of course they don't - other that it's the historic benchmark of a major new release. Having said that, if this new OS is truly light years ahead of 8, it would have been the perfect time to rename it completely (though history has been unkind to Mr Softy on that front). Still, it would have been less silly than skipping a number.
I'd have chosen something like, Unify V1, or GOS (global operating system). Turning the page on the Windows franchise might have made sense....assuming its not a piece of *%#@!