Free Republic
Browse · Search
General/Chat
Topics · Post Article

Skip to comments.

Why So Much Apple Commentary Is So Clueless
Fortune ^ | JANUARY 10, 2016, 11:49 AM EST | by Philip Elmer-DeWitt

Posted on 01/10/2016 4:04:43 PM PST by Swordmaker

click here to read article


Navigation: use the links below to view more comments.
first previous 1-2021-36 last
To: Swordmaker

My understanding is that Apple has so much cash that at current prices if you discount for the pure cash they have on hand the P/E is actually around 6.


21 posted on 01/10/2016 4:47:34 PM PST by reed13k (w)
[ Post Reply | Private Reply | To 1 | View Replies]

To: TigerClaws

Says you. In re Jobs outline for Apple. Even your snarky the market is over valued comment is a pointless argument.

Most of the sell off of Apple is profit taking and nervousness about the Chinese sector. Buy Apple now and enjoy the profits to come


22 posted on 01/10/2016 4:50:35 PM PST by Nifster (I see puppy dogs in the clouds)
[ Post Reply | Private Reply | To 10 | View Replies]

To: Swordmaker

And it says a 5 year plan. We’re at the end of what Steve planned for the company.

Trump, “I want Apple to make their phones and their computers here.”

49 minutes in here:

https://www.youtube.com/watch?v=HceVjMEyRoY

When they make stuff here in America, what’s that going to do to Apple profitability.


23 posted on 01/10/2016 4:51:14 PM PST by TigerClaws
[ Post Reply | Private Reply | To 20 | View Replies]

To: TigerClaws

Really! That’s exciting - a huge buying opportunity!


24 posted on 01/10/2016 4:52:08 PM PST by PIF (They came for me and mine ... now it is your turn ...)
[ Post Reply | Private Reply | To 10 | View Replies]

To: Swordmaker

OMG stop pumping you’ll get exhausted. My point is we have a competition of information out there. Predicting stock price performance always involves risk.

When the negative views bring a stock down it’s because investors make a determination based on available information.

How about all the “unsubstantiated” analysis that kept telling people to BUY Apple stock as it fell?

There really is no mystery here. Apple stock rose rapidly on phenomenal performance but the investors fear that anything less than sensational results will bring the price down.

People buy stock to make money. They can’t do that based on what the stock is “supposed” to do.


25 posted on 01/10/2016 4:55:45 PM PST by Williams (Dear God, please save us from the Democrats. And the Republicans.)
[ Post Reply | Private Reply | To 12 | View Replies]

To: TigerClaws
When they make stuff here in America, what’s that going to do to Apple profitability.

You been hiding under a rock somewhere? Apple has been making stuff here for a long time. One of the few tech companies that are making products here. Austin, Texas is one of the places benefitting, with chips and computers manufactured by Apple. There are several states with Apple manufacturing going on, most notably California. Most other tech companies went to China and never came back. Maybe that's why those other companies aren't so profitable, compared to Apple? You won't have an answer either way that is correct.

26 posted on 01/10/2016 5:04:36 PM PST by roadcat
[ Post Reply | Private Reply | To 23 | View Replies]

To: Swordmaker


27 posted on 01/10/2016 5:04:51 PM PST by Chode (Stand UP and Be Counted, or line up and be numbered - *DTOM* -w- NO Pity for the LAZY - Luke, 22:36)
[ Post Reply | Private Reply | To 1 | View Replies]

To: Williams

Exactly. Moreover, the author criticizes business reporting, then does very little of it in his piece. Project much?


28 posted on 01/10/2016 5:08:20 PM PST by bolobaby
[ Post Reply | Private Reply | To 4 | View Replies]

To: Williams
There really is no mystery here. Apple stock rose rapidly on phenomenal performance but the investors fear that anything less than sensational results will bring the price down.

It is NOT investors that are doing this to AAPL, it is traders, who live and die by making the stock change price. They want it to churn. Don't assume "investors" are behind this.

The actual perpetrator is machine trading, perpetually watching and moving on quick trades algorithms and not caring a whit for financial fundamentals.

29 posted on 01/10/2016 5:39:34 PM PST by Swordmaker (This tag line is a Microsoft insult free zone... but if the insults to Mac users continue....)
[ Post Reply | Private Reply | To 25 | View Replies]

To: reed13k
My understanding is that Apple has so much cash that at current prices if you discount for the pure cash they have on hand the P/E is actually around 6.

It is. It's insane.

30 posted on 01/10/2016 5:41:15 PM PST by Swordmaker (This tag line is a Microsoft insult free zone... but if the insults to Mac users continue....)
[ Post Reply | Private Reply | To 21 | View Replies]

To: TigerClaws
And it says a 5 year plan. We're at the end of what Steve planned for the company.

The article was written by someone who pulled his conclusions out of his nether regions. He has no insider information from Apple's Board of Directors. . . which is where such information would reside. He makes that fiction up as he is writing.

31 posted on 01/10/2016 5:43:23 PM PST by Swordmaker (This tag line is a Microsoft insult free zone... but if the insults to Mac users continue....)
[ Post Reply | Private Reply | To 23 | View Replies]

To: bolobaby
Exactly. Moreover, the author criticizes business reporting, then does very little of it in his piece. Project much?

On the contrary, the author showed how historically, these negative writers have done this before and been wrong each time. Why should they be right now?

32 posted on 01/10/2016 5:47:58 PM PST by Swordmaker (This tag line is a Microsoft insult free zone... but if the insults to Mac users continue....)
[ Post Reply | Private Reply | To 28 | View Replies]

To: Swordmaker; TigerClaws

While I’m no Apple fanboy, I’ve seen the company’s history and seen other companies in comparison, and as far as the iPhone and other Apple devices go, they’re a pretty healthy corporation.

The problem is nobody I’ve heard from in recent memory understands the true genius of Jobs. It wasn’t all of the crazy engineering and gadgetry, necessarily. It was that he (and thus his company) learned from its mistakes.

When they start to go down the paths that IBM, Microsoft, Lotus, etc. did by excusing and/or litigating their mistakes away, then sell. Otherwise, buy and hold on to as much stock as you can.


33 posted on 01/10/2016 5:57:04 PM PST by angryoldfatman
[ Post Reply | Private Reply | To 31 | View Replies]

To: Swordmaker
From the article:

> Why, at the start of the earning season, does Apple click-bait fill the Web like so much chum?

Simple! Why should the start of the earning season be any different from any other time -- Apple headlines, especially dire ones, get clicks!

It's the tech writers' whores' mantra:

Dire Apple headlines get clicks!
Dire Apple headlines get clicks!
Dire Apple headlines get clicks!
Dire Apple headlines get clicks!
Dire Apple headlines get clicks!
Dire Apple headlines get clicks!
Dire Apple headlines get clicks!
Dire Apple headlines get clicks!
So we are not surprised that they write dire Apple headlines, are we?

Microsoft only dreams that their name in a headline could draw clicks as well as Apple's does!

34 posted on 01/10/2016 6:04:12 PM PST by dayglored ("Listen. Strange women lying in ponds distributing swords is no basis for a system of government.")
[ Post Reply | Private Reply | To 1 | View Replies]

To: Swordmaker

My friend, algorithms did not drop Apple stock more than 25% over a period of months. Investors did that.


35 posted on 01/10/2016 6:19:09 PM PST by Williams (Dear God, please save us from the Democrats. And the Republicans.)
[ Post Reply | Private Reply | To 29 | View Replies]

To: Williams

“But the author doesn’t criticize those who keep pumping Apple while the stock drops.”

Like swordmaker, who posts 1-5 pro-Apple social media articles every single day on FR.


36 posted on 01/10/2016 6:24:22 PM PST by CodeToad (Islam should be banned and treated as a criminal enterprise!)
[ Post Reply | Private Reply | To 4 | View Replies]


Navigation: use the links below to view more comments.
first previous 1-2021-36 last

Disclaimer: Opinions posted on Free Republic are those of the individual posters and do not necessarily represent the opinion of Free Republic or its management. All materials posted herein are protected by copyright law and the exemption for fair use of copyrighted works.

Free Republic
Browse · Search
General/Chat
Topics · Post Article

FreeRepublic, LLC, PO BOX 9771, FRESNO, CA 93794
FreeRepublic.com is powered by software copyright 2000-2008 John Robinson