I'm getting a little nervous as some people are throwing up ridiculous estimates. Ben Bajarin on twitter says he won't be surprised if iPhone number is 60M and iPad is 30M. Those numbers would shock me.
If I don’t see a mountain range on the far horizon comprised entirely of iPhones, Apple is doomed.
Yep. I'm already seeing news reports from Blomberg & WSJ predicting that numbers won't be as good as expected. And if they are it doesn't matter because good news has already been "priced in to the stock".
dont worry. its all about EPS growth. If they can grow EPS 5-10% the stock will be $600 by March.
Oh I'm in the stock for the long haul. The double standards just appall me. How come only good news from Apple is already priced into the stock? How come last quarter when Google reported good but not out of this world numbers the stock shot up over $100. Why wasn't good news already priced into their stock?
Seems like only a new product will boost margins above 40% again
No, it seems more like the only way to reduce margins is to lower costs. It seems hard to "reward" Apple with the spaceship campus when revenue is essentially flat. At this point, the company is just worth its discounted free cash flow, and I am having a hard time imagining what can change that picture.
Presently, Apple is valued at a 10.4% discount rate assuming flat cash flow for the next 20 years.
No, it seems more like the only way to reduce margins is to lower costs. It seems hard to "reward" Apple with the spaceship campus when revenue is essentially flat. At this point, the company is just worth its discounted free cash flow, and I am having a hard time imagining what can change that picture.
Presently, Apple is valued at a 10.4% discount rate assuming flat cash flow for the next 20 years.
Since the 30 year bond is paying considerably less than that, that must mean that Apple is quite undervalued, no?
Comments
If I don’t see a mountain range on the far horizon comprised entirely of iPhones, Apple is doomed.
The numbers are in.
HUGE results.
Presently, Apple is valued at a 10.4% discount rate assuming flat cash flow for the next 20 years.
You’ve lost it.
Google is 90% owned by Wall street.
Apple only 60%
You are saying your pension fund is wall street? That's pretty silly. Institutional ownership = ownership by lots of ordinary people.
No, it seems more like the only way to reduce margins is to lower costs. It seems hard to "reward" Apple with the spaceship campus when revenue is essentially flat. At this point, the company is just worth its discounted free cash flow, and I am having a hard time imagining what can change that picture.
Presently, Apple is valued at a 10.4% discount rate assuming flat cash flow for the next 20 years.
Since the 30 year bond is paying considerably less than that, that must mean that Apple is quite undervalued, no?