Ok, NXPI is behind Apples M8 chip, NFC chips in both iPhone 6's but no one seems to be talking about the Apple Watch haptics or Taptics as they call it. Back in April NXPI bought Senseg with a view to dominating this space. My money is, quite literally, on NXPI's haptic tech being incorporated in iWatch. If correct, does anyone of the dozen or so folks on here have any idea on income stream for Apple Watch as I sure don't know how this might be priced.
Sentiment: Strong Buy
Clearly the invite language is harkening back to Job's old Columbo habit of "oh, one more thing" which is an anagram of "IoT" or internet of things. This is as clear a reference to an impending iWatch release as one can get!
With Fed minutes being released tomorrow a test of 97 is more likely. Sell into strength might the safest approach until we're past that and Jackson hole meeting. Buy back at a discount on Friday evening or monday am. All time high goes next week for sure.
Hey j0n aka corolla aka whbog aka iq_investments aka fabricone etc. Quit trolling the board and driving the narrative to suit your employers investment strategy. Really, all the board has to do is go through your historical comments to see how how one alias tees up the questions your employer wants to answer. I really hope there isn't anyone on here giving credence to your responses. To any new members of the board, all I say is make sure you have a strategy in place for the turbulence that is sure to stay for some time and culminate in a 10% or more S&P drop. Make sure to put in a stop or initiate a hedge of some sort as this particular stock could easily drop 20% during a correction. If you're unsure, talk to someone you trust as these guys will have you hold shares until they have lost all their value. j0n, take a look in the mirror and tell me do you really want to be in this line of work knowing the destruction you may be causing to folks' retirements?
j0n, your enthusiasm is false and not at all indicative of someone really vested in this stock. You don't even answer my question. For the 16th time of asking: Combined ratio low 90's and $10B repurchase program, what do you anticipate the SP will be? Is it so hard or you have some sort of learning difficulty? Perhaps answering goes against the wishes of your paymasters. By the way, its likely the cap requirements will be settled in October and this is the event that will trigger the return of capital to shareholders. Also, you keep blowing your own trumpet about how much you've made etc. so let me speculate a little: 1) you have a very small trumpet or 2) you have no trumpet at all or 3) you are just a mouthpiece for somebody whose trumpet you must blow. Mmmm, think I'll pick number 3! Hey, its just passed 5.30 so hope you get paid overtime if you respond this evening :)
HI j0n :) getting tired of using your old alias to spam the board. Readers beware-check other sources for input on current market as this board is trolled by a boiler room with many aliases. j0n, any idea what will happen to SP if $10B buyback announced and P&C business approaches say 7.5% profitability. This is not the 16th time asking you this question. Does the answer run counter to your patron's instructions per chance. Begone spammer...
Oh j0n, if you don't believe your or anyone else's posts make a difference to AIG's stock price why bother avidly respond to every comment on this board. Doesn't sound like the actions of someone who wants to clean their head. You are a spammer and a questionable human being. Any idea on SP with $10B buyback and profitable P&C business? This is only my 15th time of asking. Hugs! Shadow
j0n, are you challenged in some way, you hearing voices of imaginary posters in your head? I am bullish though not prepared to listen to your #$%$ which may cause folks to hold onto a potentially 20% medium term drop just to serve your employers needs. I am suggesting they speak to someone with their best interests at heart. Hey, any chance of a response to my simple question (now 14th request) on SP estimate if $10B buyback announced and say 7.5% P&C profitability.
Same old same old, j0n. I'll be continuing to call your #$%$ out whenever I see it. Maybe try responding to the very simple question I have asked you now thirteen times. What price do you see AIG at if P&C shows 7.5% profitability and a $10B buyback initiated. Both are likely events within the next six months. You seem to be able to provide commentary to everything else on this board so why not respond to this? Your continued silence to this simple question is what calls you out. j0n, you now have a shadow :)
To any new readers out there - the above posters are all an alias for j0n. He has more too and their current goal is to dampen any selling impulses folks may have in this testing environment. My advice is to ignore their commentary as it may leave you holding the bag. Approach other sources for advice if uncertain how to protect your portfolio.
To all folks reading these posts. The above responses are from the same guy who has been trolling these boards for years. They say the same thing, hold onto your shares no matter what the earnings and want your shares to support the price, even if that means a 30% drop. Consult your adviser or brother or somebody if you need advice but do not base any decision on these guys. j0n, iq-investment, corolla, whbog, nazawal and others have invested this board I'm afraid. AIG is a mega-story in the offing but there is some serious medium term downside risk you may want to consider avoiding or hedging against.
Same old spiel from you I see. How is sitting on shares planning for the worst? Sounds like you paymaster just want folks to hang onto shares. One of the more subtle ruses I am seeing on the boards but I guess you gotta make a living :)
j0n, glad to see another alias ride to your rescue! After so many years of painfully watching AIG morph in to a plain vanilla insurer, it is now clearly in the endgame. There's a decent chance the changes in P&C risk selection will begin to show next week or, equally likely scenario imo, by next earnings. It does not overly bother me if P&C news comes this quarter or next. Book value will be reached in the short/medium time frame and you don't want folks to air their excitement. Back to your boiler room for you now, j0n. For the 13th time of asking you j0n: where do you see SP if $10B buyback and 2.5% divi announced and say 7.5% profitability on P&C book? Will your employer not allow you to respond; cat got your tongue; is there a warrant out for your arrest?
j0n, there you go again with meaningless drivel about Travelers and sowing ever more seeds of fear. The whole world and their grandmas know Travelers is where AIG and others want to be. That may help explain why TRV trades at over 1.2 BV. AIG is trading .74 BV. Once the P&C group profitability starts making some headway and its capital requirements (as non-banking sifi) are settled, then what do think is going to happen to AIG's SP vs BV? This is now the 11th time I have asked this question but you continue to ignore as its clearly counter to your employer's mandate. Oh, in case I forget, AIG also has ~ $20B is tax assets. I believe TRV's market cap is ~ $30B.
j0n, hard to believe you get paid to post so many redundant responses. Posting positives and negatives in equal measure is your modus operandus. Given that AIG is still trading at a large discount to BV, there is a great deal of skepticism priced into this sleeping giant. This means that stellar earnings are not expected and any positive, material movement in P&C underwriting profitability will move the SP needle. That and the return of capital to shareholders are what will drive this to BV and beyond. To say otherwise is disingenuous to the board and simply more proof you are its greatest troll. Begone!
Sentiment: Strong Buy
Really j0n! This is probably the 10th time I've asked for your opinion on what would happen to AIG's stock price if its P&C business got close to the 10% profitability mark and a $10B buyback was instituted. If you think that would result in only a $10 pop (to still well below book) then you have no business posting on this board as you are obviously a vested paid party. As I've said before, sowing seeds of doubt to to keep teh SP range bound is what you are being paid to do. Don't work for Motley per chance, do you?
j0n- you crack me up! Anytime anyone on this board questions your motives you pull out the iq_investment_tw and whbog (and others) to back you up with more wishy washy quotes. (You need to create a few new ones) Seems to me AIG has acted prudently as was/is necessary until their non-banking SIFI risk capital requirements are set, probably by Sept / Oct. After that, and if there is material improvement in the P&C combined loss ratios, book value and more will quickly ensue. I still wonder why you don't ever respond to my questions and instead hide behind your aliases. You got to make a living I guess but its not really in keeping with this board :)
Well j0n you are nothing if not consistent in that you have always played down the possibility of a pop on AIG's SP. You don't per chance happen to work for someone playing the Options market do you? Either way, time will tell though anything approaching 10% P&C profitability will see start a quickish march to BV, currently ~ 30% from here. If management is authorized in October, as a non-bank SIFI, to announce a $10B buyback and $2.5% divi, what effect do you think that would have on AIG's SP? Interested to get your take?
Sentiment: Strong Buy
M7, lightning and NFC in iPhone 6 and iWatch will be sending this to 80's once teardown performed in September and October. HF's are playing shake-out games at the moment and so far its holding its base buy point of @ 63.40. For a momo stock this is not overly volatile. Short termer's will be bricking it though!