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Apple Inc. Message Board

jpmarketer 137 posts  |  Last Activity: 10 hours ago Member since: Jan 16, 2008
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  • This is a very healthy company and networking is going to buck the downtrend in Europe. Have to take a breath and buy when everyone else is running for the hills - for a good company, of course. A good bet on this one, I like the company and the prospects for the stock. Could get ugly in the interim.

  • jpmarketer jpmarketer Jul 29, 2014 11:20 AM Flag

    Still the queen of empty, meaningless, wit-intended one liners that add no value and demonstrate your utter stupidity? Must be any day. Comments on Silly Sally stand. Exposed chatboard manipulator who purports to have inside info and tries to get others to trade on the advice. What part of that don't you understand?

  • Wasn't it $300 million (about 6.25 million shares, or about 5% of the outstanding) over the course of this year?

    The share price is around 48 today. A 5% increase, if all of the buyback were to be done at once, now -- would be just a bit over $50.

    Where does the $56 after earnings come from (a 17% increase), based on the buyback boosting the share price?

    Maybe the resident professor/troll Faux Mayor of the Cree Board would like to take a stab at this question. He won't find THIS one in the Economist, nor will the gal pal be sending him his note.

    Earnings is coming and there is no more hiding from the commoditization that has gripped this industry. It reared its ugly head in the last report, and without extreme sales leverage to pump earnings in the declining margin environment, the gap down this report is going to cause a big wooshing sound.

    Then, the king of comb-over, purveyor of gal pal notes, faux mayor/troll, forgetful, limp, Economist-reader-wannabee man behind the green curtain may pick up the stakes and go populate another board where he can begin a new life pumping a whole new stock. Like he did RVLT, which he pumped mercilessly early this year, but then claimed to me that he had no position in, and was only here pumping because he's a good Samaritan......

    Yup, have THIS guy explain why the buyback = salvation, or maybe he'll tell you that with the large cash position (which this eats up about 25% of), it was necessary to put a bottom on the stock while margins are in free-fall. That's what the street said last report, anyway.

  • jpmarketer jpmarketer Jul 27, 2014 8:43 PM Flag

    We may be market-driven tomorrow. Tide appears to be pretty low in Europe right now driven by geopolitical -

  • jpmarketer jpmarketer Jul 27, 2014 12:08 PM Flag

    I think the HERE/Red bull PR got lost during the earnings surprise - didn't see any mention of it here? May have missed the post.

  • The equity in the Brand is incredible.

    Evolution of markets and product lines is apparently in the Company's DNA.

    I just read about the above-mentioned alliance and recognize some very cool vision.

  • jpmarketer jpmarketer Jul 27, 2014 11:50 AM Flag

    I'm a consumer marketer by training. It's part of the reason I bought before earnings. The equity in the Nokia Brand is an asset that in my opinion, is not being valued properly.

  • Reply to

    Cree Quarter..

    by army19801961 Jul 19, 2014 9:15 PM
    jpmarketer jpmarketer Jul 26, 2014 7:41 PM Flag

    One more thought -- Army, his/her message that I responded to, included,

    "I expect an easy beat this quarter due to the buyback.. that being said I see 56.00 after earnings.

    Maybe he, and you and magic8ball are referring to the reduction of shares, with earnings held constant, all else equal, increases the EPS, and then, via the multiple, PPS? Well yes, of course, but 56 is a 17% or so increase versus the current pps, and there is NOTHING like 17% of the stock being bought back this quarter. Wasn't it like a few points of the float, as I remember, spread over the whole year?

  • Reply to

    Cree Quarter..

    by army19801961 Jul 19, 2014 9:15 PM
    jpmarketer jpmarketer Jul 26, 2014 7:23 PM Flag

    Hello Kruporama,

    Good Evening Kruporama,

    Your assessment of my credibility notwithstanding -- simply as an accounting matter, doesn't a buyback impact the balance sheet, whereas earnings are dictated by the income statement?

    Specifically, doesn't a buyback reduce the outstanding shares, which (all things considered equal, and per the laws of supply and demand) would raise the PPS by a percentage corresponding to the percentage of the outstanding that was removed?

    This impacts PPS (Price per share), not EPS (Earnings per share). EPS is influenced by all factors on the Income Statement, beginning with revenue on the topline, gross profit which yields gross margin, and then operating expenses, interest, depreciation (non-cash expense) and finally taxes.

    So tell me please, where does the buyback come into an EPS increase. Don't you mean PPS, the share price, which is completely different from earnings (EPS)?

    Thanks, and if I just don't see it, if my accounting is wrong here, I'll learn something and stand corrected. No real loss of credibility there, unless one egotistically depends on always being right!

    Thanks for you input, and I'll await your answer.

  • I ask because I just saw one of the articles referencing China's imminent declaration of Qualcomm as a Monopoly. I also read this, regarding Nokia:

    "Suri, who has worked at Nokia since 1995, has been largely credited with a turnaround of the company as the former head of the Nokia Solutions and Networks unit. He reiterated that the revenue of the Networks unit was expected to grow during the second-half of the year.

    Chief Financial Officer Timo Ihamuotila said in an interview with Finnish national broadcaster YLE that the networks unit — a major provider of the next generation 4G wireless networks — has done particularly well in boosting market share in China, Japan, South Korea and the United States.

  • jpmarketer jpmarketer Jul 24, 2014 8:52 AM Flag

    We got our answer early this morning, and as a recent buyer on this anticipation, wowsa.

  • Reply to

    I'm buying Breakfast this morning!

    by bananas500 Jul 24, 2014 8:22 AM
    jpmarketer jpmarketer Jul 24, 2014 8:47 AM Flag

    Kate Upton

  • Earnings release about 4 hours away.

    Anyone know where is the first place to see the release and Helsinki stock price impact?

    Their Investor's page on the Nokia company website (not the Microsoft Nokia site)!! It's got the stock price New York and Helsinki.

    also -- the NasdaqOMX. If you put after that the d^tcm, you get there. Search on Nokia and the quote page comes up. Assume it goes real time (or at least 20 min delayed) when their market opens. Earnings should be at around 8am their time, 1am Eastern Daylight Time.

  • The behemoth loser which dragged down Microsoft is off the Nokia P&L? Aren't the 3 remaining business pretty intense, with great opportunity (network infrastructure, Location and IP)?

    New Nokia, new multiple? If EPS is in line, could be a gap up to reflect the shedding of the large, shrinking, unprofitable Handset Division?

  • Reply to

    Cree Quarter..

    by army19801961 Jul 19, 2014 9:15 PM
    jpmarketer jpmarketer Jul 23, 2014 1:30 PM Flag

    army, what kind of beat do you mean? Top line? Bottom line? How would the buyback impact this?

  • Reply to

    Upgrade!

    by ddsystems Jul 17, 2014 2:14 PM
    jpmarketer jpmarketer Jul 22, 2014 2:13 PM Flag

    I stand corrected. Not a trader by profession and not familiar with open interest at any given time. More a student of the business. I just watched CREE swing more than once during expiration. Wong assumption that ENOC would be impacted similarly during weekly expiration. I guess it sank on its own, but seems to have firmed up.

    I read a few days ago about economic versus capacity DR, how the order related to 745 impacts economic DR, and that Healy is quoted as saying this is only 2% of Enernoc's revenue. That was good. If true, one headache out of the way?

  • Reply to

    Upgrade!

    by ddsystems Jul 17, 2014 2:14 PM
    jpmarketer jpmarketer Jul 18, 2014 11:22 AM Flag

    Surprised that with the upgrade, ENOC is back down again today. I'll bet it's got more to do with weekly expirations than fundamentals or outlook, which could bode well for later today and next week.

  • Reply to

    Nokia is 7.50 (after hrs) in Marketwatch

    by newnokia78 Jul 17, 2014 11:29 PM
    jpmarketer jpmarketer Jul 18, 2014 5:16 AM Flag

    Up on Layoffs

  • jpmarketer jpmarketer Jul 17, 2014 3:15 PM Flag

    Thanks for today's mention, Sal.

    I wonder if your thoughts about GE also came in a note from your old friend?

    Your ridiculous explanations for attempting to sway sentiment here by implying you have inside information will never live you down.

  • Reply to

    Nibbled again 16.9701

    by jpmarketer Jul 15, 2014 10:29 AM
    jpmarketer jpmarketer Jul 15, 2014 10:52 AM Flag

    if earnings and guidance are status quo, we may likely see a nice pop back to previous levels, or close to them (low 20's).. This is what I'm banking on. Have to study up/stay vigilant in meantime, however, given the auction, decision, and no real news to date on international, acquisitions etc.

    ENOC also has a habit of going heavy up PR before earnings, which should start soon. We'll see.

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