Wall Street relieved by Apple's strong guidance for holiday quarter

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  • Reply 21 of 44
    mj webmj web Posts: 918member
    Quote:

    Originally Posted by pistis View Post

     



    Thats when I sold some of mine in preparation for a retracement and bought them back at 103. Suggest you learn about swing trading and how to time your trades, It will make you more money than "hold and hope". My next  conservative sell trigger is at 125 already programmed in and I have been changing my bracketed "stop loss" progressively higher as each day passes currently at the 100MA = 115.98 based on strategy that if it breaks below 100MA it will trade down from there. These  are the fundamentals of how to profit from a stock by trading the swings based on the T-line and moving averages to act as buy and sell points




    LOL! Have made more holding AAPL than you'll ever make trading it. AAPL has appreciated 3400% in the last decade.

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  • Reply 22 of 44
    foggyhillfoggyhill Posts: 4,767member
    Quote:

    Originally Posted by sog35 View Post

     

     

    A sure way to lose money is trying to time the market.

     

    Its been proven time and time again in the long run investors make more profits than traders.


     

    Well, you can time the market if you control the market, have info nobody has, are quicker than anyone...

    There are some market players like that...

    But, for us poor shlubs, no, not a good idea.

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  • Reply 23 of 44
    Quote:

    Originally Posted by sog35 View Post

     
    Quote:
    Originally Posted by Maestro64 View Post

     

    It just does not matter any more, When it comes to Apple and knowing the short term is looking good the Analysis who typically are so short sited they spend more time looking at what is between their legs than the woman in front of them, are now only concern what will happen next year. They did the samething last year ever time apple beat the near term numbers they said well next year is going to be bad for them just wait the competition is coming for them and will leave apple in their dust. Now we know that did not happen and apple left everyone in their dust the analysis are saying because the competition is hurting Apple will hurt right along with them. It is all about next year not this quarter. Of any company which could make the market money Apple being it, the market is loosing just to prove apple is wrong. It a very sick way of doing business.


     

    This is why Apple should stop providing guidance for the next quarter


     

    I'm showing my ignorance, I'm sure...but is not providing guidance an option?

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  • Reply 24 of 44
    foggyhillfoggyhill Posts: 4,767member
    Quote:

    Originally Posted by pistis View Post



    Earnings have caused It just break above the major 100 MA which it has been below since Jul 22nd and has acted as resistance. So this could become the support now. As long as it trades above this 100MA it should act as support and it could trade up to to resistance levels at 120, 125 or 130.Appl likes to trade on these 5's whole numbers. If this upward trend line continue could trade up as high as 130 by end of year. Remember many of these programmed trading system use the MA's as buy sell triggers. So use them as you friend to time your entry an exit points, its currently right at top of Bollinger band too another key programmed sell trigger. Lets see where it goes from here or will some profit taking set in and stock take a breather before next trend. Who knows?

     

    Really! technical analysis... Oh my... Good thing I don't give a crap about that and actually understand how Apple works, which two bit gamblers on Wall Street with their "system" (because that's what all that mumbo jumbo is) don't. Yes, Wall Street now is, more than every, gambling if you actually follow the stocks day to day (instead of just parking it).

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  • Reply 25 of 44
    mj webmj web Posts: 918member
    Quote:

    Originally Posted by foggyhill View Post

     

     

    Well, you can time the market if you control the market, have info nobody has, are quicker than anyone...

    There are some market players like that...


    The smart money loses too. David Einhorn's $11 billion Greenlight Capital lost 17 per cent to the end of September, Daniel Loeb's $17 bilion Third Point is down about 4 per cent and Bill Ackman's Pershing Square down double digits over the summer.

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  • Reply 26 of 44
    sog35 wrote: »
    Apple is sandbagging.

    They sandbagged last year, and beat top end guidance by $8 billion.

    I expect $80-$85 billion in revenue

    sog35, you know if Apple reported an aggressive number, Wall Street would raise their numbers. If Apple failed to meet their numbers, watch out!

    With Apple reporting its "conservative" numbers, Wall Strert is bored and is ignoring the fact the numbers are truly impressive.

    Case I point, Apple sold 48 million iPhones last quarter. This is a record number. Um was not impressed since Apple sold 1 million less iPhones than he estimated. Even though his number was above consensus, Apple did a bad thing.

    Oh well. At least he can rave about the banner numbers of Alphabet, Amazon and Microsoft. ????
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  • Reply 27 of 44

    Actually I’m happy if Apple just stays above 100 and continues to pay dividends. The $3000+ per quarter certainly comes in handy. When our daughter is ready to go off to college I may have to sell some shares, but probably won’t until then.

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  • Reply 28 of 44
    rogifanrogifan Posts: 10,669member
    Apple just released its 10-K. One item that stuck out to me was capital expenditures increasing almost $4B to $15B. People talk about Apple's R&D budget which has stayed constant at 3% of revenue, but The capital expenditure number I find much more interesting. That $15B is a 226% increase from just 5 years ago.
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  • Reply 29 of 44
    Quote:
    Originally Posted by Rogifan View Post



    Apple just released its 10-K. One item that stuck out to me was capital expenditures increasing almost $4B to $15B. People talk about Apple's R&D budget which has stayed constant at 3% of revenue, but The capital expenditure number I find much more interesting. That $15B is a 226% increase from just 5 years ago.



    Car R&D? Seems like about the right amount.

     

    No matter how one feels about Apple getting into the car business, I find this kind of investment more important than stock buybacks or dividends to shareholders.

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  • Reply 30 of 44
    rogifanrogifan Posts: 10,669member

    Car R&D? Seems like about the right amount.

    No matter how one feels about Apple getting into the car business, I find this kind of investment more important than stock buybacks or dividends to shareholders.

    Well looking at other 10K reports capital expenditures increased $4B between 2013 and 2014. So perhaps that's the norm now.
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  • Reply 31 of 44
    Quote:

    Originally Posted by Rogifan View Post





    Well looking at other 10K reports capital expenditures increased $4B between 2013 and 2014. So perhaps that's the norm now.



    Then again, Apple has probably been investigating a car for years, right?

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  • Reply 32 of 44
    Quote:
    Originally Posted by sog35 View Post

     
    My solution is to provide NO GUIDANCE


     

    You can't honestly be suggesting that.   If they didn't offer conservative guidance, WS would go ape producing insane numbers to pump the stock  only to dump before Apple falls short... right? 

     

    ...saying WS's non-informed guidance would be best for your investment after accusing WS of rampant AAPL manipulation?

     

     

    If my gut is correct, you should be at or close to breaking even, maybe ahead a bit, on your AAPL in total.  Save yourself, get out now ;)

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  • Reply 33 of 44
    badmonkbadmonk Posts: 1,358member
    Apple had a modest $4/share bump today, humble by Alphabet/Google standards.

    I posted something similar to this comment under the conference call article by AI.

    I am still struck by the question of the first analyst. It was essentially if Apple could grow mobile services like MSFT/Google 20% YOY.

    Her tone was very dismissive. I honestly think WS had a fundamental distrust of a company that makes and sells quality products for a profit. To them, one makes money by short-term scamming of people by selling them needless services (like investment advice).

    Go sog go. You keep riling against those windmills. I am right by your side.
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  • Reply 34 of 44
    idreyidrey Posts: 647member
    smiffy31 wrote: »
    I am still impressed by that apple store photo every time I see it.

    Same here, it looks amazing.
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  • Reply 35 of 44
    tenlytenly Posts: 710member
    sog35 wrote: »
    It takes a while for the big boys to close their short position and they don't allow the price to go up quickly.
    I've heard people say that same thing in the past - about some imaginary group of investors enforcing a price ceiling - but I don't buy it. I don't see how it's possible for any investor - or even a consortium of investors to influence the price of the stock. There are simply too many outstanding shares and an average of 60 million shares trade hands every day...

    I didn't quote them - but I hope your predictions for the stock price are true. Between now and and the third Friday in April, every $1 AAPL goes up is $1100 pure profit in my account! (Sitting on 400 real shares and 700 call options)

    I was a bIt disappointed to see you finally give up on the hopes of $150 by end of year...but what the hell...one extra month is not gonna make a big difference in the grand scheme of things.

    When are people going to realize the impact that Apples financing plan is going to have? There are a LOT of people currently on 2-year upgrade cycles that will now be switching over to a 1-year upgrade cycle and I really don't think that data has been priced into the stock value yet...
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  • Reply 36 of 44
    tenlytenly Posts: 710member
    sog35 wrote: »
    That's still short term.  Look at their profits the last 10 years or someone Icahn the last 40 years.  Or Buffet the last 50 years.

    Now find me a trader who can match their decades of success.  Sure someone can get lucky a few times trading but not for decades.
    Icahn and Buffet didn't simply buy stocks and hold them for 40 years! Long term investing is every bit as dangerous as short term investing if you pick the wrong company to invest in. It sounds to me like your argument would be better applied to options trading vs real stock ownership - or that you're confusion short term trading with day trading.

    Buffet, Icahn and other "long term" investors still review their investments regularly and they get out when the time is right. A management change, legislative changes, a new competitor, lawsuits, and any number of other events could signify that it's time to dump that stock you had intended to keep for the long term.

    A lot of this is obvious, I just call it out because the way some of your posts read come close to suggesting that staying long in a stock is almost a guarantee of a good return and conversely that one bad buy with a short term strategy could wipe you out. Your obviously taking things to the extreme. Just because someone wants to employ a short term strategy doesn't mean that they would put ALL of their money in a single investment. That's just stupid on a whole other level and it's equally stupid whether it's short term or long term. I think most (successful) investors maintain a balanced portfolio which form time to time would employ both short term investments and long term ones. There's no reason somebody has to decide to be one or the other.
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  • Reply 37 of 44
    An optimistic guidance is good for Wall Street. It will just be easier to be disappointed, especially when growth will be just below guidance.
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  • Reply 38 of 44
    This guy (Timothy Arcuri from Cowen) is an actual professional investor????? "To him, Apple's "beat and raise" strategy has given way to a "holding pattern" with simply "okay" estimates."

    So what Tim, Apple should make up some bullshit estimates to appease idiotic analysts like yourself?? It's become apparent that actual value is never taken into consideration by "analysts" when a stock like Amazon doubles in a year when they haven't made in 20 years what apple made in ONE quarter (and a PE of 868!!!)
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  • Reply 39 of 44
    Quote:

    Originally Posted by sog35 View Post

     
    Quote:

    Originally Posted by JackANSI View Post



    You can't honestly be suggesting that.   If they didn't offer conservative guidance, WS would go ape producing insane numbers to pump the stock  only to dump before Apple falls short... right? 



    ...saying WS's non-informed guidance would be best for your investment after accusing WS of rampant AAPL manipulation?





    If my gut is correct, you should be at or close to breaking even, maybe ahead a bit, on your AAPL in total.  Save yourself, get out now image




    The analyst already produce insane numbers for future quarters. At least if Apple gives no guidance we would see the stock go up on strong earnings. Now even with strong earnings the stock does not go up because they bash guidance instead of giving credit for current earnings.



    I like Steve Jobs method of giving ridiculously low guidance, which is the same as not giving guidance at all.



    I'm way above breakeven. My basis is $72



    It would be an interesting Qtr if Apple's guidance was flat.

     

    If you're really at $72, you should have sold them when it peaked earlier and bought back in at this last fall.  Very not smart holding on to that position.

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  • Reply 40 of 44
    gatorguygatorguy Posts: 24,772member
    sog35 wrote: »

    I'm way above breakeven. My basis is $72
    :\ Just an aside: You need to be more cognizant of previous comments here IMHO. Some posters do search up prior ones. Just sayin. . .
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