AAPL - Apple Inc. (NASDAQ)

[John Trader]

Waiting for the the continuation of fall

 

[johnpendles]

Why is Apple only trading at 12 P/E ?

 

[daytradeprofit]

Where Apple stock price is Headed in the Next Years

Apple has to sell over 48 million iPhones a quarter just to stand still and to match last Christmas it has to sell 75 million. With the biggest markets saturating and the remaining markets unable to afford the price tag, the perception is it can’t be done.
Yet rather than use the sell-off as an opportunity to buy more shares, one trader sees more pain for the world’s largest company, which up until recently could do no wrong in the eyes of investors.

If apple breaks down $83 level, then we have real problems...if not so it's all open

At the end of 2015, Apple Inc. (NASDAQ:AAPL) was one of the most popular stocks among the funds with 133 funds holding $17.72 billion worth of stock
.
Apple’s main Q2 results was:
Revenue: $50.56bn down 25.6% vs. market forecasts of $51.55bn
Earnings Per Share (EPS): $1.90, down 18% vs. forecasts between $1.98-$2
Net Income: $10.516bn, down 22.5%, vs. forecasts of $10.977bn
Gross Profit margin: 39.4% vs. forecasts of 39.6% and 40.8% in Q2 2015
iPhone sales: 51.2 million, above average forecast of 50 million, but well short of 61.2 million sold in Q2 2015 while I phone are produce 68% from their profit’s

From technical view and looking on apple charts we can see the main picture reflected: Apple stock price as long as price will stay over ...

 

[notting]

Apple led the charge out of the GFC, it was really the only truly shining light in those dark times. Now it and the other FANG stocks are looking topy and poppy! Could be the sign to be careful!

 

[notting]

Below it's 200 day moving average......

 

[galumay]

mmm....every now and then I look at AAPL and think I should exit this business as price has run so far ahead of any valuation range I can conjure up, but its so hard to pull the trigger on this momumental cash cow! I am up about 100% these days and I struggle to imagine where any meaningful growth can come from in the future, but I bet plenty thought that before the iPod, before iiTunes, before the iPhone, before iPads....

 

[greggles]

Apple becomes the first company to reach a market capitalisation of $1 trillion. Quite a milestone.

https://money.cnn.com/2018/08/02/investing/apple-one-trillion-market-value/index.html

 

[PZ99]

 

[greggles]

View attachment 88703

If only time travel were possible. We'd all be rich.

 

[galumay]

Happy I resisted the temptation to sell back in June!

 

[notting]

It always helps when Buffet buys it again and tells everyone and it reverses and goes to the heavens.
Compare to the other FANGs it's valuation is quite modest.

The Ipod was a very cunning way to grab the crazy teen market which is really where the heat is!
Then transposing that onto a phone made the Iphone. There were smart phones around that were doing everything it could. So it reached cult like status on the back of teen pop culture then they could sell any garbage like Ipads which are virtually useless the to the average household Muppet. Then came Dumb watches anticipating the Iwatch. that have a battery life of 4 days, for really dumb people who couldn't wait for the Apple Dumb Dumb Watch.

The odd thing about Apple is that it is a closed CULTure for people that aren't that tech savvy.
They don't realize how much they are being screwed and how limiting the Apple environment is amidst all the hype. There also not savvy enough to know how to get out of it and get something far more dynamic and useful. It all gets a bit hard. Well crafted! Apple also make that hard for you like trying to leave Scientology.
Great marketing but if I were recruiting for a tech company anyone applying for a job and wearing an Apple Watch would not be given a job!!
But hey drinking Coke ain't exactly for smart people either.
Great investment as a stock.

 

[galumay]

I would disagree with a lot of your opinions about Apple, especially the idea that its not for the tech savvy. No doubt I am biased though, having worked in tech & IT for many years and owning an Apple store!

The real future of Apple is likely to be in the services area rather than hardware, although I think they will continue to supply the high end of the market. Apple has enormous flexibility in where it chooses to develop new tech, that cash stash allows for almost unlimited R&D.

I suspect Apple may well be a very different business in another 10 years.

(I know you were probably just joking, but I can assure you that wearing an Apple watch would have no negative bearing on your chances of getting an IT job.)

ps. You would be amazed at how widespread the use of iPads is in areas like health, education and science. You may not 'get' them, but they have proved extremely popular in a wide variety of fields. Its not just all the kids, trust me!

 

[Value Collector]

ps. You would be amazed at how widespread the use of iPads is in areas like health, education and science. You may not 'get' them, but they have proved extremely popular in a wide variety of fields. Its not just all the kids, trust me!

My Grandmother and quite a few people in her retirement village are getting iPad's as their regular computers and lap top's wear out, People in that category mainly just want to use Face Book, Play games and face time family and having an iPad instead of a Lap top means they can easily use it from their chair, with out having to go to the LAP top/ computer, an older person doesn't really want to have a lap top on their lap, But an iPad is very convenient.

I don't own any Apple shares directly, But have them via my Berkshire holding, which I am happy with.

 

[galumay]

But an iPad is very convenient.

Yes, my wife has an iPad you would have to pry out of her dead hands. She used to have a laptop but she ditched that for the iPad, she now has the Pro with the detachable keyboard, 90% of the time she uses it without the KB, but if she is writing emails she will use it. She watches Netflix and Foxtel on it, reads books in bed and plays inane games on it!

 

[notting]

I've also worked in IT.

The real future of Apple is likely to be in the services area rather than hardware

Agree.

You would be amazed at how widespread the use of iPads is in areas like health, education and science.

No. I am all for IPads for specific functions exactly as you have stated. I think they are brilliant for specific business tasks like that with a good app created by someone else! The App idea(free outsourcing to the world) was possibly the greatest stroke of genius of this century, who ever came up with that!?
Just not so much for the home frog (where the big market and hype is) where it ends up unused mostly or gets a keyboard attached to it where it morphs into an overpriced really bad laptop!

Probably very effective but rather expensive toy to shut the fricken kids up and depriving them of a decent well rounded developmental childhood (ruining their eyes as it goes) for the sake of parents getting on with adult stuff. (Why have kids in the first place if your not going to do what really is good for them) Hopefully someone who cares may be able to, or may have already developed some good educational stuff helpful for early development so there's +'s and -'s there.

It's really amazing what sells. For instance have you seen how much Microsoft promote the pen that comes with the Surface pro? a much better device by the way, but a rip off as well. The pen is the least useful thing for touch screens and would not be used by just about everyone who buys that. Yet is such a great selling point it's almost all they show the dudes mucking around with on the adds!
It's like when they started putting cup holders in your knew car! WOW, I'll take it!

Apples innovations and marketing are truly ground breaking. It's the overpriced, inflexibility, massive price gouging for a bit more memory (or anything), entrapment and naive culture that makes me want to kill people!
> Sent from my 8 year old windows laptop <
(na na nana na na na naaaa YOU don't have one, you're a loser. You have to get one )

 

[luutzu]

It always helps when Buffet buys it again and tells everyone and it reverses and goes to the heavens.
Compare to the other FANGs it's valuation is quite modest.

The Ipod was a very cunning way to grab the crazy teen market which is really where the heat is!
Then transposing that onto a phone made the Iphone. There were smart phones around that were doing everything it could. So it reached cult like status on the back of teen pop culture then they could sell any garbage like Ipads which are virtually useless the to the average household Muppet. Then came Dumb watches anticipating the Iwatch. that have a battery life of 4 days, for really dumb people who couldn't wait for the Apple Dumb Dumb Watch.

The odd thing about Apple is that it is a closed CULTure for people that aren't that tech savvy.
They don't realize how much they are being screwed and how limiting the Apple environment is amidst all the hype. There also not savvy enough to know how to get out of it and get something far more dynamic and useful. It all gets a bit hard. Well crafted! Apple also make that hard for you like trying to leave Scientology.
Great marketing but if I were recruiting for a tech company anyone applying for a job and wearing an Apple Watch would not be given a job!!
But hey drinking Coke ain't exactly for smart people either.
Great investment as a stock.

Bill Marr is right about Jobs. Same applies to Elon Musk too. Though Jobs is a lot smarter than Musk.

Apple gadgets... yea, for non-tech consumers and pretentious artsy pricks.

I switched out of Apple products a few years ago. Can't do much on the thing. When I want to transfer movies or music, or even ebooks... have to spend like an hour to sync and format the thing.

 

[luutzu]

I would disagree with a lot of your opinions about Apple, especially the idea that its not for the tech savvy. No doubt I am biased though, having worked in tech & IT for many years and owning an Apple store!

The real future of Apple is likely to be in the services area rather than hardware, although I think they will continue to supply the high end of the market. Apple has enormous flexibility in where it chooses to develop new tech, that cash stash allows for almost unlimited R&D.

I suspect Apple may well be a very different business in another 10 years.

(I know you were probably just joking, but I can assure you that wearing an Apple watch would have no negative bearing on your chances of getting an IT job.)

ps. You would be amazed at how widespread the use of iPads is in areas like health, education and science. You may not 'get' them, but they have proved extremely popular in a wide variety of fields. Its not just all the kids, trust me!

Dude, you're describing the consumption of tech, not the "tech savyness" of it.

Apples are closed, proprietary environment. You buy to watch, click stuff on it.

It's well marketed, its hardware are good, and it looks great. But tech geeks don't own the thing because you can't add stuff or do any hack on it. That's why it almost went broke back in the 90s.

What saved it is the marketing and consumer culture. Not the techies.

 

[galumay]

It's the overpriced, inflexibility, massive price gouging for a bit more memory (or anything), entrapment and naive culture that makes me want to kill people!

We will have to agree to disagree about that part! Despite that I think we can agree its been an incredible business for the last 20 years or so and probably has a bit more steam in it yet!

(that must be the oldest, working windoze laptop in the world!!)

 

[Value Collector]

Apple gadgets... yea, for non-tech consumers ...

.

Isn't that the vast majority of consumers, I mean most people just want to be able to use the internet, get face book, face time, play games, read books etc without any fuss.

I think Apple products do that, my 81 year old grandmother has an iPhone and iPad, and she loves them, they are super user friendly, she face times, plays games etc etc, and now even controls her TV through the iPad.

Her neighbour wanted the same after seeing her setup, so her family bought a Samsung phone for her, and it is sitting on the shelf, she can't work it out, where as the apple products see so easy for people to understand.

But tech geeks don't own the thing because you can't add stuff or do any hack on it. That's why it almost went broke back in the 90s.

What saved it is the marketing and consumer culture. Not the techies.

Whats wrong with that?

For most people the device is just a tool used to access content, the end goal is to access the content and as long as its user friendly and people can find and use the content they pick the device up to access, they are happy.

Also, for me the way my apple devices share information with each other and seemlessly function really adds value, alot more than any value I would get if I "hack on it".

 

[luutzu]

Isn't that the vast majority of consumers, I mean most people just want to be able to use the internet, get face book, face time, play games, read books etc without any fuss.

I think Apple products do that, my 81 year old grandmother has an iPhone and iPad, and she loves them, they are super user friendly, she face times, plays games etc etc, and now even controls her TV through the iPad.

Her neighbour wanted the same after seeing her setup, so her family bought a Samsung phone for her, and it is sitting on the shelf, she can't work it out, where as the apple products see so easy for people to understand.

Had she tried to sync her music and books on iTunes? Or download a movie [legally ] on the PC, transfer them to the iPhone to cast on the TV?

Or just add new gigs to store a few more pictures. Can't, no slots for those microSD cards on them.

I had a few generation of iPhones and a couple of iPads. But that was before Samsung and Android improved their hardware and apps.

I'm still trying to figure out how to reinstall a Macbook pro for my daughter.
I bought a mac, decided to convert the os to Windows because I know it well and can get various apps for it.

Mac apparently doesn't like windows running on it so kept crashing the damn thing. Now I got to reinstall a macOS... and have to spend another few days to work that out.


Apple products are nice and sexy if the consumer just want to plug and play with what comes prepackaged. Which, like you say, is the majority of people. so that's good for Apple and its shareholders.

But it's no good for anyone who just want to do a bit more with the stuff they paid for.

And on a PC, forget about wanting to add better graphic cards, more gigs or just the usual mix'n'match thing "techies" would do with their computing hardware. So I have no idea where some people get the idea that Apple and Macs are for geeks.

But Apple better come up with something completely new soon though. The i's gravy train might not last too long if all it does is add a few cosmetic changes a year, write an app to dejuice the battery.

Huawei is now the second largest selling mobile phone maker. I think the largest is Samsung.

A lot more people could afford a "good enough" phone at 1/5th the price. Samsung is very, very good. My brother in law love his massive Huawei for $200.