It will so it will go to $600 and and earning will be very good. All analysis point to this way.
So buy on dips. And be patient.
This markets loves valuation and AAPL is a cheap stock.
Agree with him...one word..UNREAL
He said..if you strip the acquisitions from DDD then the growth is not that impressive ....well, the acquisitions are DDD, one BUSINESS. Acqusitions is a strategy to grow the business quicker and few can do it successful ly. If Tilson keeps mentioning acquisitions separately from DDD, he really lost his mind!
When asked that CSCO did it with acquisitions, he said few could do it and defended like a kid mentioning failed companies in the past. Tilson, even if DDD is the FIRST one who grows it's business with acquisitions, they proved it! Because DDD could have failed after just two or three acqusitions.
Now, a baby argument from Tilson...how can management run the business if they are too busy making acquisitions....wow, it is called leadership, excellent leadership, genius leadership. They have a model that can incorporate an acquisition seamlessly. A leader is someone who has a vision then inspire your people to live and breath for that vision...everything is thought out in every possible senarios Etc...
Well, can can write a few pages on this but you got the idea. Oop, how about stop loss Tilson, shorted at say $53, should cover your shorts at $59? Flaws everywhere!!!
And shorted HPQ for using acient history examples too.
I don't know tomorrow, anything can happen but for now Tilson needs to rethink his investment strategy.
Just be a little patient.
Wall Street journal would not publish unreliable information.
They ate not officially announced yet..
Even without this deal. Cramer said yesterday AAPL should have gained $25.