Strange he quotes Ben Thompson as bearish on Apple. Ben says exactly the opposite in his podcast. He has a very favorable outlook on Apple.
Apple is going to have a tough year
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Re: Apple is going to have a tough year
#32It is obvious that eventually the sales of any product, even the iPhone would eventually plateau. This means of course, the stock value would be no longer determined by some fancy dreams of growth but the actual financials of the company. With the share price going down, the resulting hit might have already happened. But this still would mean that the most profitable company plateaus, not a bad place to be. Also the…
Eventually, probably, if by "plateau" you mean "decelerate."
> This means of course, the stock value would be no longer determined by some fancy dreams of growth but the actual financials of the company.
LOL. Apple's P/E is 11.45. Google's is 35.69. Microsoft's is 37.28. Facebook's is 105.14. Amazon's is 980.46. The S&P 500 average is 21.54.
Which of these has "fancy dreams of growth" again?
Re: Apple is going to have a tough year
#33It is obvious that eventually the sales of any product, even the iPhone would eventually plateau. This means of course, the stock value would be no longer determined by some fancy dreams of growth but the actual financials of the company. With the share price going down, the resulting hit might have already happened. But this still would mean that the most profitable company plateaus, not a bad place to be. Also the…
> It is obvious that eventually the sales of any product, even the iPhone would eventually plateau. Eventually, probably, if by "plateau" you mean "decelerate." > This means of course, the stock value would be no longer determined by some fancy dreams of growth but the actual financials of the company. LOL. Apple's P/E is 11.45. Google's is 35.69. Microsoft's is 37.28. Facebook's is 105.14. Amazon's is 980.46. The S&…
Re: Apple is going to have a tough year
#34apple stock will hit a high of $144.42 USD per share this year. You heard it here first. EDIT add "this year"
A 40% increase over today's closing price? And a 10% increase over Apple's highest on record? There's no market reason to believe that. Even if I had insider information that Apple had a "game changing" product or device, I still think $144.42 is unlikely, and there are no rumours to suggest that.
Re: Apple is going to have a tough year
#35Earlier quoted context omitted.
> am I the only one who considers the markets obsession of endless growth as absurd? Likely not however we're only talking stock price here and the only thing that matters in investing in stocks in finding your way back to a return which typically happens when stock prices go up and you can sell higher or you get a dividend. Since Apple doesn't do the latter it has to do the former which means requires constantly gro…
Actually AAPL starting issuing dividends in 2012 giving in to pressure from shareholders.
Re: Apple is going to have a tough year
#36'Smart, rational people in the media, like Nilay Patel of The Verge' ahh yeah.. Ok Apple is going to be fine.. They carry very little /no debt and make the best phone in the world that magically becomes obsolete in 14 months.. I can't imagine a better business to be in and dominate.
Yes, they have very low interest rates on these loans and probably can pay them all off once the oversea profits come into US at a loss of 40% tax but they're technically debts.
Re: Apple is going to have a tough year
#37Re: Apple is going to have a tough year
#38I'd say apple is poised for a great year, unless the world economy goes pop, which might well happen but can't be helped.