Just about every single product they sell is being bought as fast as they are being made available. This next earnings report and CC are going to be very pleasing to stock holders. AAPL is back with a vengeance. Hold your shares and add right now if you have cash. The $500's will be in the rear view mirror in the not so distant future.
Sentiment: Strong Buy
Twitter Survey Says iPhone in High Demand, Says Piper
Apple products that appear in the top 10 most requested gifts in our analysis include: the iPhone, iPad, Macbook, and iPod with .49%, .33%, .15%, and .09% of the Tweets respectively. This compares with Galaxy, Tablet, Samsung, and Android at .14%, .08%, .08%, and .03% respectively
Jefferies analyst Peter Misek raised his price target on Recommended List selection Apple today, taking it from $600 to $650. Up until October, Misek was a pretty big Apple bear, but he has changed his tune. Solid CQ4 and raised CQ1 builds due to China Mobile," the analyst wrote. "CQ4: our survey results were solid for AAPL with stable trends vs. CQ3. Our proprietary Apple Supplier Tracker, based on Taiwanese companies with 40% rev exposure to Apple, was +12% M/M and +8% Y/Y in Nov. vs. +9% in Oct. Suppliers with more 5s exposure (e.g., Hon Hai) fared better than those with more 5c exposure (e.g., Pegatron). We maintain our CQ4 55M iPhone and 25M iPad estimates (both roughly inline with St). CQ1: our checks indicate that iPhone CQ1 build plans have been raised from 40-45M to 45-48M. The 3-5M increase is due to China Mobile (ex CM build range trimmed by 1M for the non-TD PAs and filters)."
Misek added that his checks indicate that an iWatch is on track for the first half of 2014. He also sees a 13-inch iPad and/or hybrid tablet notebook coming around June.
Lookin good AAPL!!!!!!
My source says the pay date is the 17th not the 18th if your interested.
LINE - Upcoming Dividend Payouts
Declare Date 2013-12-02
Ex-Dividend Date 2013-12-10
Record Date 2013-12-12
Pay Date 2013-12-17
Hey Tom, I sold all of my Elan and PRTA as well unfortunately. I did hold on to all of my TTHI though. I like the odds here especially the diabetes and weight loss deal with Lilly. I also saw where someone started Lilly with a $9.00 target and high risk as well.
Yep we are trading ex-divvy and it look's like some folks are trying to take advantage and knock it down a bit more, maybe trying to trigger some stop losses as well.
iPhone is the Anchor product that brings the customers into the Apple Family; b) Depending on the geography 40% to 60% of iPhone users also become an iPad user; c) And about 20% of iPad users become Mac user. So the incremental opportunity based only on China Mobile only can be thought as follows: a) First 12 months iPhone Sales = 15 mil to 20 mil; b) First 12 months iPad Sales (40% to 60% of iPhone Sales) = 6 mil to 7 mil; c) First 12 months Mac Sales (20% of iPad Sales) = 1.2 million; d) Since, these all devices are manufactured in China, and the customer is also in china, their is ZERO Air-freight charges of Shipping, as it happens for USA customer. So we guess the Selling price of all the devices in China can be 10% less than in USA, while maintaining the same margins.
AAPL actually rallied on the rumor not the actual news. One of the rags was a bit premature with the China Mobile deal. I believe today's rally is more telling and combined with the recent iPad sales strength last week, AAPL is a coiled spring that will explode into the $600's in the coming weeks. If you wait to buy you will pay more.
China Mobile has around***** 700 million subscribers***** and is about to launch a new 4G network that will support the iPhone 5S. It's a significant move for Apple, which has very low smartphone market share in China. In fact, about four out of every five smartphones sold in that country run Google's Android operating system. China Mobile will give Apple millions of potential new iPhone customers.
700 MILLION potential iPhone customers, Yeah Baby!!!!!!!!!!!
I couldn't agree with you more, these guy's along with Cramer are nothing more then noise. They jump from stock to stock and rarely do the research. Take what they say with a grain of salt.
Icahn's most recent purchases were In total $89.7 million invested over a three-day period. He purchased nearly 6.5 million shares at an average price of $13.82. His purchase prices ranged from $13.67 to $13.92. I'm still adding and will continue to add in the $14 range.
Here comes Nurse Ratched, you better get under the bed before she finds you and takes away your ipad!
Take your meds before it's too late! Now go hide under your bed and eat your cookies before nurse Ratched finds you.
You have to actually own the stock if you want to "SELL THE NEWS". AAPL is still very undervalued here and could easily run into the $650-$700 range in the next few months. My shares are NOT for sale just yet but check back with me in a few months.
The "Hedgeye dude" made similar accusations about Linn energy (LINE) awhile back as well which triggered a SEC inquiry which found NOTHING. Line has since recovered and is about to acquire Berry Petroleum in the coming weeks. This soon will pass. Hedgeye is comparable to Motley fool and Seeking Alpha, rags with agendas.