look at fiksu numbers. something is not right.
companies that make real products and services are hurting. this rally will not hold
not a healthy sign. all the companies that sell real products are doing terrible. the financials did better than expected, but those companies are riding a the magical fed carpet ride.
could someone who is a apple bull right now explain the fiksu numbers and why that is not a horrible sign? activations versus last year are WAY down. how is that not a big issue? last year i used the fiksu numbers to figure out that the market was undervaluing apple. is it now time to look at these fiksu numbers and run away from apple?
think about the shareholders over at twitter. i would rather be in netflix any day.
off to a slower start in us, offset by increase in international. but still a sign that the next quarter will be difficult. im looking for a better price maybe before or after dec qtr earnings are announced
the big question is whether DOT and CSR2 launch this year and how well they do. znga could trade up fast if either is a major hit. if neither hits the top 15 in grossing, there will be trouble.
they have 2 games coming out later in the quarter that are getting great reviews. let's see if they market those appropriately. i am waiting on the sidelines for the best time to buy. i think it might even fall below $2 before it turns around.
activations down 40% for the 6s. the sellers will gain momentum over the buyers and and the stock heads down. the 13 million number is due to wider distribution in china and other countries, but in the US, the lines were short and the sales more online, so the stock will sell off with the market.
as people start to show this feature off to friends and co-workers, it will tip the sales even more from android to iphone. the very low p/e of apple is predicated on the notion that the Q4 sales will be down. when you add up iphone, watch, apple TV and new ipad Pro, i think there will be plenty of upside and multiples can expand. only problem for apple right now is that the market is looking bad.
lets see if they run a flash crash on the price. i will be happy to buy in
i hope it goes down further to create a nice entry point. just watching the charts to see when DOT and CSR2 get close to release. DOT might get pushed back to next quarter to make sure it is ready - still alot of people complaining about bugs.
i like that zynga is in casino games in a big way - this is truly a space which can be managed over time to grow.. also like DOT upcoming. this might be the one to watch for Q4 releases. but of course, I'm concerned that they will push launches to get the games right and that could tank the stock. i'm standing on the sidelines until I see a little more evidence of whether DOT and CSR 2 will launch this year.
looks like the market is starting a big sell-off. this week the market bought the rumor that the fed was too chicken to raise, now they sell the news that it didnt raise. it would have sold off much worse with a raise, but that might have put in a bottom. i think holding out on the rate increase is worse for the market long-term, as it keeps the date of the first raise in front of us. going to be adding short eft exposure here.
i agree the stock will be hit, but the p/e is so low it shouldnt break 100 without a market meltdown. at some point in the coming 6 months, apple will be a raging BUY. just need to pick that point.
sell off coming as the big money liquidates positions from the past week of buying. once the market focuses on anything except the Fed, it all starts to tank
it is a bad sign if apple wont release the pre-sales order numbers. since china was included in the launch this year just beating last year by a little bit is not good at all. I think the new phone features are great and that comparisons in 2016 will be much better. i think the good news for apple will be in watch, appleTV and ipad Pro sales for the next quarter, but will be offset by lower iphone sales, leading to a stock that just trades within range until end of year.
markets have moved up ahead of the announcement and will move down afterwards. the manufacturing index looks real bad, fedex just reported shipping volumes are down. things are slowing down and wall street has not yet sold off enough.