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Verizon Communications Inc. Message Board

thomasthecat69 39 posts  |  Last Activity: Apr 13, 2015 1:14 PM Member since: Jul 9, 2007
  • Reply to

    Are people underestimating Apple growth?

    by thomasthecat69 Apr 13, 2015 1:00 PM
    thomasthecat69 thomasthecat69 Apr 13, 2015 1:14 PM Flag

    I'll add in Carplay also. Wonder if Apple is working with Musk/Tesla on improving batteries which could provide not only longer life for Apple batteries but lower battery costs/higher margins.
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    None of these are big waves yet but iTunes was a small wave once and the ap store was a small wave once. Lookout! There are about 7 other small Apple waves approaching.

  • Reply to

    The watch won't move the sales needle ... g

    by contrarian2001 Apr 13, 2015 1:00 PM
    thomasthecat69 thomasthecat69 Apr 13, 2015 1:04 PM Flag

    Right on! Check out my other post. Exactly the same thought. Apple is creating ongoing waves of revenue streams.

  • First there is the iPhone which just continues to grow sales each and every year, setting quarterly records yoy. And with 2 year upgrade cycles, by the time phone contracts come up for renewal, the new model is a pretty significant upgrade and you can still get $200 for your old one. Plus Apple smartly gave a good reason to not buy the base model and get the 64 GB higher margin phone.
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    Then there are the Macs and yes there still is a halo effect. Mac sales have continued to grow due to the Eco-system, slick design, and the consumer desire for computers that work and will work well into the future. Apple is now giving away free OS upgrades which no other PC manufacturer can match because they don't make the OS too.
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    IBM alliance and uptake of iPhones, iPads, and Macs in to mainstream businesses. The iPad Pro might give a little boost into the business arena.
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    Apple Pay. No not big yet but it is a new revenue stream. Just like iTunes and the App Store. All three ever growing with the underlying base of hardware sales.
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    Beats streaming music. Again, not big but another addition to the revenue stream.
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    Iwatch. This is being undervalued. What's 2M in initial worldwide preorders worth as a standalone company? Is 8x this amount in annual sales a reasonable expectation with each yearly iteration a more desireable Improvement? Say $650 asp on 16M in sales this year, gives about $10B in new revenue. It's not huge but all these things are adding up AND GROWING.
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    Apple TV and the first foray into streaming TV content with HBO deal. I signed up for Netflix via iTunes recently. Apple gets a cut of these just for making it available and their take is 100% profit.
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    Icahn is right. $200 will be here faster than you think.

  • WIth $10 & $8 per year as their earnings expectations for 2015 and 2016, that would be an easy way to get this stock to spike to $60. If they really do earn this much ($18 per share), they should institute a buyback of a third of their stock over the next two years. This is almost like AAPL before Icahn got in and said WTFudge? Not saying these profits will last for ever, but if the market is only going to value $18 in earnings at 3x, something has got to give.

  • thomasthecat69 by thomasthecat69 Apr 10, 2015 9:47 AM Flag

    Either they made two of each gold model or they purposely didn't plan to have any available until June. If the $10k-15k watches were that popular, you bet they could shift production to make more gold shells. This is low production "sell out" marketing.

  • thomasthecat69 thomasthecat69 Apr 7, 2015 12:01 PM Flag

    They are probably already gearing up to restart the pumping in ND with every $1 uptick in WTI prices. This will keep the supply and demand close together. I wouldn't expect $80 unless OPEC does something to significantly reduce supply.

  • Reply to

    dividend question?

    by tkmajed Apr 6, 2015 6:08 PM
    thomasthecat69 thomasthecat69 Apr 7, 2015 10:00 AM Flag

    Perhaps this explains it. The date a stock is ex dividend is the day the stock trades without right for that owner to collect the dividend. Meaning you have to own it the day before it goes ex dividend to receive the dividend. From what I understand, the reason the record date is considered for company purposes as the date they say the owners of record on that date receive the dividend is because of the time difference between the trade date and the settlement date of the stock. Trade date is different from when that trade is officially settled and recorded as ownership. I've never had any issue receiving the dividend if I sold the stock on the ex-dividend date as it isn't recorded or settled until the day after the Record Date that the company uses to determine ownership.

  • thomasthecat69 by thomasthecat69 Apr 3, 2015 5:06 PM Flag

    How is this stock at $49 with 2015 earning estimates of over $10? With the crude tanks nearing full capacity, even if they start drawing them down slowly due to reduced US production, WTI is not going to just zoom back up to $80. That oversupply is going to keep up with demand for months and if WTI gets near $60, the US oil wells get turned back on and the tanks are going to start filling back up. I'm expecting a couple years at least of oil prices in $30-60 range which will give all the airlines new normal increased profits. When Iran starts selling their oil on the world markets, Brent is going to drop fast.

  • Reply to

    Woz saying watch will flop. Whats his problem

    by nomas333 Mar 26, 2015 2:54 PM
    thomasthecat69 thomasthecat69 Mar 27, 2015 10:37 AM Flag

    He's constantly critiquing Apple stuff like his opinion is so important to Apple users. It would be nice if he critiqued all tech stuff instead of almost exclusively taking shots at his old company's products. I'm sure if he was running the company he would give all the hardware away "free".

  • Just read that they raised prices during last quarter 5.5% to partially offset the increase in food costs. So that 7.2% growth is 80% related to increasing prices which had no effect on the bottom line as food costs were more than that increase. So same store organic revenue growth year over year was 1.7%, excluding the fake rise related to increased prices which again give no additional profits. And that 1.7% growth isn't really much to talk about as I'm sure that the IPO generated some interest from folks who never heard of this restaurant and thus generated some initial interest. Definitely not a CMG with double digit same store sales growth. Watch out. This stock seems very highly overpriced.

  • thomasthecat69 thomasthecat69 Mar 11, 2015 10:21 AM Flag

    It's a very honest question but you apparently are overly sensitive to anyone talking about gay Tim Cook openly. How about answering the original question instead of just throwing out disparaging comments?

  • With the pastel iphone 5c, the elimination of white and black as iPad and iPhone options and now just colors that more resemble jewelry, and now this pretty lame watch that they specifically are trying to market as jewelry and fashion.

  • Although I believe that Apple is doing some greatly innovative things in regards to iHome and CarPlay and things that will greatly integrate your life, the iWatch seems to be quite the let down. I just don't see how this is an enhancement to anyone's Apple experience unless you are an athlete who wants to constantly monitor their pulse and distance walked. It's pretty bogus that Apple thinks people need a watch because they are too lazy to pick up their phone or pull it out of their pocket. What is the deal with this thing? Does it have any real application other than being an extension of the iphone?

  • It just doesn't have that great of an application other than for athletes and super nerds pretending to be Capt Kirk. Another iPhone 5c produced by Cook. Only reason I give it two years is due to Apple trying to make it not look like such a flop by canning it in one year.

  • thomasthecat69 by thomasthecat69 Mar 5, 2015 10:39 AM Flag

    Or simply pricing in expected selloff after upcoming announcement.

  • Take a look at the MILLIONS in options that GS and Susquehanna wrote/sold compared to other institutions who bought. Clearly they feel there is money to be made selling options and "hoping" the stock price will land luckily at the right number to make them all worthless to all who bought them. If you don't believe these guys are manipulating Aapl on options expiration dates, I'm sure GS has some options they'd like to sell you.

  • thomasthecat69 by thomasthecat69 Feb 20, 2015 12:47 PM Flag

    What other great ideas is Aapl coming up with? They've been working on a TV for at least 6 years now and now starting to make cars out in 2020! Maybe Aapl will come up with Aapl default swaps or start building rockets? Yeah, rockets! Is there any other stupid idea the media clowns will run with? I thought Apple was going to start building houses because of their foray into home controls.

  • Reply to

    Go to CNBC and hit Investing tab

    by thomasthecat69 Feb 10, 2015 3:43 PM
    thomasthecat69 thomasthecat69 Feb 10, 2015 3:45 PM Flag

    Sorry, type in TSLA in get quotes and there it is.

  • thomasthecat69 by thomasthecat69 Feb 10, 2015 3:43 PM Flag

    There's the story from Reuters.

  • Reply to

    CNBC tesla misses china sales

    by mjstudy32 Feb 10, 2015 3:36 PM
    thomasthecat69 thomasthecat69 Feb 10, 2015 3:41 PM Flag

    Yeah, I saw that too but haven't seen it again. Not sure if it was CNBC or CNN.

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