Sell short and your wife will feel right at home. She will be brought back in time to the first time you dropped your drawers.
Kind of bored. Waiting for Apple to introduce the next big thing in artificial intelligence. Dr Blaise Thompson has done some great things at Cambridge in that area and apple's acquisition of VocalIQ is ready for prime time. Other then that the seashore gut and reno has taken a toll on my patience but I believe I finally have the right people in place to put it all together for the summer home befitting a man of my stature,LOL.
In my investigations of the company and its founders it appears apple may be introducing a better mousetrap in allowing for natural conversation with a machine learning your speech and even assisting in everyday tasks based on its ability to learn from you. I'm not sure we'll see it in June but we should hear about the future and opening SIRI to third parties could be the beginning of apple integrating several of their last three years of acquisitions into the equation. I look for apple to leapfrog Google and Amazon in this regard with a very compelling offering extending throughout the product line including the car.
Vocal IQ may now be ready for prime time,stay tuned.
Until we see apple subs switching there is no prospect for margins to seriously erode. Subs may hold on to their phones a little longer but that doesn't effect margins. The thing that you fail to mention is the very real likelihood that apple puts forth a phone with compelling new features. The rumors for just such a phone coming in 2017 will do just that.
A stunning reversal the day IBC assured us a changing of the guard was imminent. How is it possible to be that wrong???????
The way I see it microsoft has been a value stock for well over a decade so it has years of consistent revenue and earnings along with a nice dividend to have been included in most of the value oriented portfolios.
Apple has only very recently been sold out of growth portfolios based on their latest iPhone numbers and projections int the current quarter. It has had to withstand a lot of outflows from growth investors.
Going forward value investors have to be encouraged by the "guru of value investing" Berkshire Hathaway stake so the move into apple from value portfolios has been accelerated by Buffet's vote of confidence. It gives them cover to explain to their investors that they are in such great company.
The conundrum for apple is Tim Cook has not seceded the growth moniker either in iPhone sales or coming innovative products both in the mainstream and in the on deck circle. If apple can pull off a return to growth along with a dividend and buybacks there is a lot of combustion to move to new highs and well beyond. With their expansion in R&D, accelerated store openings and the buying of new properties left and right
I'm betting we get that move up. Even if it takes time and we need a year or two apple is a great investment because on the back of value alone we should see an expansion of the PE as time goes by. The cash keeps rolling in and the buybacks make earnings a sure bet to cover the current PE with some upside. That is just with the status quo and I can't see apple standing still what I've been able to uncover.
Some time in the future you will read a post by IBC that he never ever recommends buying any stock and any specific price and you will recall this post. When you go to look for it it will be gone. When you confront him about it he will label you a liar who can never prove the very words you know he said. Beware the Jabberwocky.
The first mover advantage of accumulating 700 million subs, their loyalty to apple, their integration of products making switching difficult and the protection of their privacy gives apple an advantage that can only be duplicated when google abandons its free OS or Samsung breaks from android and successfully integrates Tizen. When do you think that will happen?
Long term do you really want a listening device using your most private queries to determine your desires to view content. It's creepy if you ask me.
One thing they will never copy is that toxic malware stolen operating system they call android. You can track on a world map all the affluent and poverty neighborhoods and the poor ignorant people are littered with android phones while the people with education and money all have iPhones,which one are you?
Don't you ever wonder what brought you to the decision to waste your one life writing such rubbish on an anonymous message board every day? Do you ever stop to reflect on what your parents would think if they knew this is what you choose to spend your time doing. A drone has nothing on you.
That would make sense.
You forgot the toxic malware inferior operating system called Android. The ignorant which make up the majority get hoodwinked by this, is that what you are?
Before you know it a trillion transactions can translate to 10 billion in revenue.
Original content that surpasses Netflix's few big winners can easily be duplicated by apple without having to deplete their cash reserves. The market will come to its senses and they likely will today marking back the shares which means nothing to long term investors. Apple has what no other company has and that's cold hard cash and a steady stream coming in every day. They can hire anyone on the planet to begin the process of producing award winning content exclusive to apple and continue to be the toll collector for all the others selling hundreds of millions of apple Tv's.
Apple uses their own content to sell the device and with those subs they leverage the platform to attract a nice skinny bundle for the rest. If you need them to buy someone for 50 billion and spike the shares overnight seek another investment. Homey apple don't play that game.
Apple can pivot in any direction whether it be content, cars, medical, apple pay expansion or anything because 700 million well healed subs are ready willing and able to buy in if offered the correct service or product.
That's because apple is really over $700 when you account for the 7 for 1 split. The market cap makes it very unlikely it will ever go up like the good old days.
Doesn't make sense to me.