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Six Reasons Apple Closed 2015 With a Whimper
Fortune ^ | January 1, 2016 | by Philip Elmer-DeWitt

Posted on 01/01/2016 3:37:02 PM PST by Swordmaker

Judging by the fundamentals--things like revenue, earnings, assets, cash flow, profit margins, and growth--Apple had a very good year.

However shares in the world’s most valuable company finished 2015 down 4% from the beginning of the year and off nearly 22% from their 52-week high.

Why the disconnect?

In my comment stream yesterday, a longtime reader who calls himself Merckel spoke for many frustrated shareholders when he boiled it down to six reasons:

“Any one of the above suggests the stock market is inefficient as hell,” Merckel concludes. “That all of the above apply produces a truly asinine Apple stock price.”



TOPICS: Business/Economy; Computers/Internet
KEYWORDS: aapl; applepinglist; cult; namecallingaplfanboi; overpriced; slavelabor
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To: Swordmaker

... and a Happy New Year to you, Swordmaker, my FRiend and brother-list-runner. May you continue your stewardship of the Apple list in good health and spirits through 2016 and into whatever future the coming election brings us.


81 posted on 01/03/2016 6:02:07 PM PST by dayglored ("Listen. Strange women lying in ponds distributing swords is no basis for a system of government.")
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To: dayglored

50% of what I learned about computer tech has been at Free Republic PLUS following some links outward. Going where freepers said there was more information.


82 posted on 01/03/2016 7:17:21 PM PST by dennisw (The first principle is to find out who you are then you can achieve anything -- Buddhist monk)
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To: dennisw
> 50% of what I learned about computer tech has been at Free Republic PLUS following some links outward. Going where freepers said there was more information.

It's true -- FR is a terrific source of not just direct information, but also links to other information.

One of the interesting aspects of running the Windows Ping List has been learning all sorts of little tech facts as a result of people jumping on those threads and contributing.

83 posted on 01/03/2016 7:25:04 PM PST by dayglored ("Listen. Strange women lying in ponds distributing swords is no basis for a system of government.")
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To: Swordmaker

For certain, Apple does make most of the smartphone earnings. That’s because of the high margins that Apple charges.

Once the sales start to fade, and Apple has to lower the prices, Apple won’t be looking so good; not to analysts and not to you either.

Apple might have had good growth from the iPod, but not as dramatically as they did after the iPhone took off. The iPod is not as important to Apple anymore, but the iPhone is. Once that starts becoming “just another phone”, there goes the high valuation and there goes the earnings and there goes the high-profits and there goes the majority of the Apple hype. BUT!!!! The Apple-cult will remain, moaning the passing of the good times, and hoping for another round of Apple magic via some miracle and ‘innovative new device’ Hey, I’ve got an idea for Apple: there is a device out on the market known as the Surface 2-in-1 device, and another known as the Surface Book. Apple should reinvent the Surface devices, and call then the “UnderTheSurface” or Underneath devices. ;)


84 posted on 01/03/2016 7:38:01 PM PST by adorno (w)
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To: adorno; Swordmaker
> The Apple-cult will remain, moaning the passing of the good times, and hoping for another round of Apple magic via some miracle and 'innovative new device' Hey, I've got an idea for Apple: there is a device out on the market known as the Surface 2-in-1 device, and another known as the Surface Book. Apple should reinvent the Surface devices, and call then the "UnderTheSurface" or Underneath devices. ;)

IMO, if Apple, after its amazing climb after Steve Jobs resurrected the company almost 20 years ago, manages to NOT come out with some "innovative new device" -- and I mean a CATEGORY of device, not a rehash -- then they will have demonstrated that in fact the company was Steve Jobs, and he's dead.

No, I don't think copying Microsoft will do it. Personally I like the look of the SurfaceBook and may end up with one if they're still around in a few years when my Fujitsu Lifebook gives up the ghost. I've had a few Macbooks, they're okay, but honestly I love the Fujitsu. It runs Win7 Ultimate like a dream. I hope a SurfaceBook will run Win7 Pro, even if it takes some coercion. I use Win10 at work because I have to, but on my own I'm sticking with Win7 as long as I can. But I digress...

Apple needs to ALREADY have something outstanding and radical, in the pipeline, ready to introduce in Spring 2016, that blows everybody away. Or I for one will be very disappointed in Tim Cook's enterprise, and I think I will not be alone.

Because if Apple follows Microsoft down the toilet, what then? Google/Samsung? My God.

85 posted on 01/03/2016 9:08:15 PM PST by dayglored ("Listen. Strange women lying in ponds distributing swords is no basis for a system of government.")
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To: Swordmaker

So why did you use them to claim the stock is undervalued?


86 posted on 01/04/2016 4:14:51 AM PST by mad_as_he$$
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To: mad_as_he$$
So why did you use them to claim the stock is undervalued?

Because, in addition to my Economics major, I have a second degree in Finance, and according to Apple's underlying fundamentals, with the profits it's turning out, its forward looking PE, no matter how you look at it, AAPL is woefully undervalued and the idiotic anal-cysts who jump on the least negative baseless rumor, like you, and those who manipulate the valuation through publishing FUD headlines based on lies, again like you, are wrong.

The majoritarian analysts who are looking at the same data I am are right. They rightly ignore the baseless rumors and recognize the failures of the repeated nabobs of negativism who have been beating the same drum for years and been wrong for years. Why should anyone give them any weight at all with a track record like theirs of years of being losers?

87 posted on 01/04/2016 1:11:24 PM PST by Swordmaker (This tag line is a Microsoft insult free zone... but if the insults to Mac users continue....)
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