Another January, another misleading iPhone supply cuts story from Nikkei

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  • Reply 21 of 33
    Big investors want to believe the news and that's all there is to it.  I'm sure they'd rather put their money into companies that are guaranteed to gain in value no matter what.  Any of the FANG stocks are proving to be much better investments than Apple.  Same with Microsoft, NVidia and Boeing.  The CEOs of those companies apparently are much smarter than Tim Cook is.  Tim Cook is doing absolutely nothing to stop Apple from being the most volatile major tech stock on the street.  A stock like Tesla, despite the company burning through cash, can make better share gains than Apple because Elon Musk knows how to manipulate investors into believing Tesla can't possibly fail.  Meanwhile, Tim Cook who is sitting on about $200B in repatriated cash, can't convince big investors that Apple is as solid as a rock.

    Apple's near total dependency on iPhone sales alone has become a thorn in the side for Apple shareholders.  When possibly fake news and unsubstantiated rumors can cause Apple stock to take a downward spiral, then there is definitely something wrong with Apple's leadership.  Apple, with the lowest P/E of any major tech company, always proves to be the first stock to take the biggest drop and the slowest to regain lost share value.  What makes the FANG companies so much smarter than Apple when it comes to gaining share value?  Since the beginning of the year, the whole tech market has been soaring except for Apple.  WTF is that all about.

    Screw it.  I'm getting my Apple dividends every quarter even if the share price goes into the toilet.  I just hope Apple increases those dividends to a greater degree every year.  However, I'm willing to bet Apple is going to throw more money away on buybacks which isn't doing anything for share value but at least allows the dividend money to go further as shares are eliminated.  I'm not going to concern myself about this wasted holiday quarter because there's nothing I can do about it.  Whatever happens, happens.  I hope Tim Cook tells the truth and doesn't say how wonderful Apple is doing when all indications say otherwise.  Even a decent holiday quarter might only get Apple back to where it was before the doom and gloom stories flooded the internet.  It really sucks.  Alphabet is ready to overtake Apple in market cap yet again thanks to a nice, fat P/E.

    Yeah, Happy New Year!  Apple is starting 2018 with a huge thud.  It's just totally uncalled for considering how much cash Apple has to toss around.
    The state of Apple has nothing whatsoever with how the market values Apple.  So if revenue and profit are up YoY and the future looks bright, then it'll be the truth that Apple is doing wonderfully.  I'd rather have a CEO who can get the company to deliver great products over one who can deliver high P-E ratios.
    StrangeDaysmagman1979netmage
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  • Reply 22 of 33
    512ke512ke Posts: 782member
    Analysts want to see Apple fail for a variety of reasons. They can make money in trading by driving down the stock before it eventually rebounds as it's done every single time for the last decade. They can make money online because negative news about Apple always gets lots of clicks. And many also just don't like Apple's success.

    As the article points out, this is a longtime thing. BusinessInsider ran articles on the "failure" of the iPhone 5 and 5C. Then came the "failed" iPhone 6 and 7. 

    I'm not arguing that sales won't go down periodically on a year over year basis. They will. Nothing and no one defies gravity. However, the overall story for Apple is extremely positive. Even within this overheating stock market, Apple has good fundamentals and bright prospects, with gradually diversifying products and a cr*p ton of money to weather any storm and invest in the next generations of products.

    I just think to be an Apple investor, you have to buy and hold patiently, while tuning out the noise of course, and focusing on the fundamentals. 

    The P/E is still under 19. Company is making money like nobody's business. Corporate taxes just went down. Repatriation money is coming home. Services business is growing. Customer-centric products. Huge fan base. World's most famous brand name. Etc.

    Is that a perfect story? No. Any company will eventually crash, as will any industrialized economy. But compared to other stocks? It's a hold not a sell. End of my rant.
    magman19792old4funradarthekat
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  • Reply 23 of 33
    tzeshantzeshan Posts: 2,351member
    This happened before: Mac 128K. 
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  • Reply 24 of 33
    Big investors want to believe the news and that's all there is to it.  I'm sure they'd rather put their money into companies that are guaranteed to gain in value no matter what.  Any of the FANG stocks are proving to be much better investments than Apple.  Same with Microsoft, NVidia and Boeing.  The CEOs of those companies apparently are much smarter than Tim Cook is.  Tim Cook is doing absolutely nothing to stop Apple from being the most volatile major tech stock on the street.  A stock like Tesla, despite the company burning through cash, can make better share gains than Apple because Elon Musk knows how to manipulate investors into believing Tesla can't possibly fail.  Meanwhile, Tim Cook who is sitting on about $200B in repatriated cash, can't convince big investors that Apple is as solid as a rock.

    Apple's near total dependency on iPhone sales alone has become a thorn in the side for Apple shareholders.  When possibly fake news and unsubstantiated rumors can cause Apple stock to take a downward spiral, then there is definitely something wrong with Apple's leadership.  Apple, with the lowest P/E of any major tech company, always proves to be the first stock to take the biggest drop and the slowest to regain lost share value.  What makes the FANG companies so much smarter than Apple when it comes to gaining share value?  Since the beginning of the year, the whole tech market has been soaring except for Apple.  WTF is that all about.

    Screw it.  I'm getting my Apple dividends every quarter even if the share price goes into the toilet.  I just hope Apple increases those dividends to a greater degree every year.  However, I'm willing to bet Apple is going to throw more money away on buybacks which isn't doing anything for share value but at least allows the dividend money to go further as shares are eliminated.  I'm not going to concern myself about this wasted holiday quarter because there's nothing I can do about it.  Whatever happens, happens.  I hope Tim Cook tells the truth and doesn't say how wonderful Apple is doing when all indications say otherwise.  Even a decent holiday quarter might only get Apple back to where it was before the doom and gloom stories flooded the internet.  It really sucks.  Alphabet is ready to overtake Apple in market cap yet again thanks to a nice, fat P/E.

    Yeah, Happy New Year!  Apple is starting 2018 with a huge thud.  It's just totally uncalled for considering how much cash Apple has to toss around.
    Over the last month, AAPL is down 1.5%, and that’s after falling 5% today after the BS Nikkei report floated. 

    Across the last 12 months, AAPL is up 38.8%, nothing to frown about. Stock gains by Facebook (45%) Twitter & Google (46%) and Amazon (72%) were all higher, but Tesla was up... 38.8%. 

    So it’s hard to take your nonsense about Cook vs Musk seriously. 

    And when you say “Apple's near total dependency on iPhone sales alone has become a thorn in the side for Apple shareholders,” in the context of trumpeting a profitless firm that only makes one real product, EV cars, and can’t make money nor even build them anywhere near the quantity it promised it could, it makes you sound like a howling wind of bluster. 

    If you’d rather be invested in an ad bubble that pays no dividends, sell and buy FANG. And if you want no dividends and similar growth from a company that literally makes nothing compared to Apple, jump in on the wildly overvalued Tesla and see if it can keep up with a company that has more than a half dozen extremely profitable businesses that each already earns far more money than Tesla ever will years from now. 

    Also, regarding buybacks not "doing anything for share value," well, actually buying back shares has had a tremendous impact on Apple's volatility. By stripping the float out, the wild swings of the Steve Jobs era have not repeated under Cook. Around 2008, Apple's share price nearly collapsed in HALF, TWICE: around $28 to $17 and then around $24 to $12. Since then, we've had a couple of less severe (still irrational) dumps from $97 to $60 and then $128 to $92, but since May 2016 Apple has very nearly doubled in a consistent upward growth pattern, right up to this latest minor dive from the Nikki BS story. 

    Over that same period, GOOG, FB & TESLA "only" grew by around 60%. Amazon, with its current wild valuation, rose about as much as Apple did. 

    If you're unhappy with Apple's stock and Cook's performance, you need to seek medical attention.
    mariowincomacxpressStrangeDays2old4funmagman1979radarthekatnetmage
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  • Reply 25 of 33
    sdw2001sdw2001 Posts: 18,069member
    The article actual claimed that iPhone X "has failed to catch on globally," and then, in a sort of desperate attempt to boldly state the most preposterous horseshit possible, stated "iPhone X features facial recognition and wireless charging, but unlike previous models, is widely regarded as lacking any groundbreaking new technology."

    The greatest AI paragraph ever.  I read the story today and thought the same thing.  
    magman1979netmage
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  • Reply 26 of 33
    tzeshantzeshan Posts: 2,351member
    Big investors want to believe the news and that's all there is to it.  I'm sure they'd rather put their money into companies that are guaranteed to gain in value no matter what.  Any of the FANG stocks are proving to be much better investments than Apple.  Same with Microsoft, NVidia and Boeing.  The CEOs of those companies apparently are much smarter than Tim Cook is.  Tim Cook is doing absolutely nothing to stop Apple from being the most volatile major tech stock on the street.  A stock like Tesla, despite the company burning through cash, can make better share gains than Apple because Elon Musk knows how to manipulate investors into believing Tesla can't possibly fail.  Meanwhile, Tim Cook who is sitting on about $200B in repatriated cash, can't convince big investors that Apple is as solid as a rock.

    Apple's near total dependency on iPhone sales alone has become a thorn in the side for Apple shareholders.  When possibly fake news and unsubstantiated rumors can cause Apple stock to take a downward spiral, then there is definitely something wrong with Apple's leadership.  Apple, with the lowest P/E of any major tech company, always proves to be the first stock to take the biggest drop and the slowest to regain lost share value.  What makes the FANG companies so much smarter than Apple when it comes to gaining share value?  Since the beginning of the year, the whole tech market has been soaring except for Apple.  WTF is that all about.

    Screw it.  I'm getting my Apple dividends every quarter even if the share price goes into the toilet.  I just hope Apple increases those dividends to a greater degree every year.  However, I'm willing to bet Apple is going to throw more money away on buybacks which isn't doing anything for share value but at least allows the dividend money to go further as shares are eliminated.  I'm not going to concern myself about this wasted holiday quarter because there's nothing I can do about it.  Whatever happens, happens.  I hope Tim Cook tells the truth and doesn't say how wonderful Apple is doing when all indications say otherwise.  Even a decent holiday quarter might only get Apple back to where it was before the doom and gloom stories flooded the internet.  It really sucks.  Alphabet is ready to overtake Apple in market cap yet again thanks to a nice, fat P/E.

    Yeah, Happy New Year!  Apple is starting 2018 with a huge thud.  It's just totally uncalled for considering how much cash Apple has to toss around.
    Musk excels from being able to pull a rabbit from his hat every time his companies are facing trouble. It seems that only Amazon CEO is able to do something similarly. But the rabbits are actually called innovation. 
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  • Reply 27 of 33
    Apple needs to sue for damages.
    magman1979
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  • Reply 28 of 33
    StrangeDaysstrangedays Posts: 13,220member
    tzeshan said:
    Big investors want to believe the news and that's all there is to it.  I'm sure they'd rather put their money into companies that are guaranteed to gain in value no matter what.  Any of the FANG stocks are proving to be much better investments than Apple.  Same with Microsoft, NVidia and Boeing.  The CEOs of those companies apparently are much smarter than Tim Cook is.  Tim Cook is doing absolutely nothing to stop Apple from being the most volatile major tech stock on the street.  A stock like Tesla, despite the company burning through cash, can make better share gains than Apple because Elon Musk knows how to manipulate investors into believing Tesla can't possibly fail.  Meanwhile, Tim Cook who is sitting on about $200B in repatriated cash, can't convince big investors that Apple is as solid as a rock.

    Apple's near total dependency on iPhone sales alone has become a thorn in the side for Apple shareholders.  When possibly fake news and unsubstantiated rumors can cause Apple stock to take a downward spiral, then there is definitely something wrong with Apple's leadership.  Apple, with the lowest P/E of any major tech company, always proves to be the first stock to take the biggest drop and the slowest to regain lost share value.  What makes the FANG companies so much smarter than Apple when it comes to gaining share value?  Since the beginning of the year, the whole tech market has been soaring except for Apple.  WTF is that all about.

    Screw it.  I'm getting my Apple dividends every quarter even if the share price goes into the toilet.  I just hope Apple increases those dividends to a greater degree every year.  However, I'm willing to bet Apple is going to throw more money away on buybacks which isn't doing anything for share value but at least allows the dividend money to go further as shares are eliminated.  I'm not going to concern myself about this wasted holiday quarter because there's nothing I can do about it.  Whatever happens, happens.  I hope Tim Cook tells the truth and doesn't say how wonderful Apple is doing when all indications say otherwise.  Even a decent holiday quarter might only get Apple back to where it was before the doom and gloom stories flooded the internet.  It really sucks.  Alphabet is ready to overtake Apple in market cap yet again thanks to a nice, fat P/E.

    Yeah, Happy New Year!  Apple is starting 2018 with a huge thud.  It's just totally uncalled for considering how much cash Apple has to toss around.
    Musk excels from being able to pull a rabbit from his hat every time his companies are facing trouble. It seems that only Amazon CEO is able to do something similarly. But the rabbits are actually called innovation. 
    If you’re honestly suggesting Amazon and Tesla innovate and Apple doesn’t, I have only this advice: don’t quit your day job. Well, unless you’re looking to become an analyst. 
    magman1979RonnnieOnetmage
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  • Reply 29 of 33
    JFC_PAjfc_pa Posts: 970member
    Their track record on this topic is obscene. They’ve “predicted” 50% cuts before that Did. Not. Happen. 

    Totally worthless. 
    magman1979
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  • Reply 30 of 33
    radarthekatradarthekat Posts: 3,943moderator
    Big investors want to believe the news and that's all there is to it.  I'm sure they'd rather put their money into companies that are guaranteed to gain in value no matter what.  Any of the FANG stocks are proving to be much better investments than Apple.  Same with Microsoft, NVidia and Boeing.  The CEOs of those companies apparently are much smarter than Tim Cook is.  Tim Cook is doing absolutely nothing to stop Apple from being the most volatile major tech stock on the street.  A stock like Tesla, despite the company burning through cash, can make better share gains than Apple because Elon Musk knows how to manipulate investors into believing Tesla can't possibly fail.  Meanwhile, Tim Cook who is sitting on about $200B in repatriated cash, can't convince big investors that Apple is as solid as a rock.

    Apple's near total dependency on iPhone sales alone has become a thorn in the side for Apple shareholders.  When possibly fake news and unsubstantiated rumors can cause Apple stock to take a downward spiral, then there is definitely something wrong with Apple's leadership.  Apple, with the lowest P/E of any major tech company, always proves to be the first stock to take the biggest drop and the slowest to regain lost share value.  What makes the FANG companies so much smarter than Apple when it comes to gaining share value?  Since the beginning of the year, the whole tech market has been soaring except for Apple.  WTF is that all about.

    Screw it.  I'm getting my Apple dividends every quarter even if the share price goes into the toilet.  I just hope Apple increases those dividends to a greater degree every year.  However, I'm willing to bet Apple is going to throw more money away on buybacks which isn't doing anything for share value but at least allows the dividend money to go further as shares are eliminated.  I'm not going to concern myself about this wasted holiday quarter because there's nothing I can do about it.  Whatever happens, happens.  I hope Tim Cook tells the truth and doesn't say how wonderful Apple is doing when all indications say otherwise.  Even a decent holiday quarter might only get Apple back to where it was before the doom and gloom stories flooded the internet.  It really sucks.  Alphabet is ready to overtake Apple in market cap yet again thanks to a nice, fat P/E.

    Yeah, Happy New Year!  Apple is starting 2018 with a huge thud.  It's just totally uncalled for considering how much cash Apple has to toss around.
    Well, it’s very simple.  Cook & Co don’t seek to manage the stock price or attain a high P/E ratio.  They are doing exactly what you’d want to do if you owned a business; focus on building a highly profitable and sustainable business that holds a competitive lead  in each of the markets it serves.  That doesn’t mean market share, but does mean sufficient unit volume to support those aspects usually attributed to a dominant market share; manufacturing economies of scale to keep costs low and provide high margins, most desired brand among all market participants, ecosystem lock-in to get development done on your platform first, and the lion’s share of the global profits. It gains these benefits from having majority share of the most important segment of the smartphone market; that being the premium smartphone market.
    magman1979
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  • Reply 31 of 33
    Great piece Daniel. Nikkei is notorious in the investing community, it's about time they were called out on their iPhone reporting.
    edited January 2018
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  • Reply 32 of 33
    It's just sour grapes after the battery fiasco. I think some people have a personal vendetta against Apple over it and want to punish them. 

    Anybody can walk in to their local Apple Store and see that the X is selling very well.  


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  • Reply 33 of 33
    Every year Tim Cook tells explains to the analist that you cannot go by the supply chain to predict sales. But as the story reads every year they fall for it like lemmings. Can't wait till earnings come out and once again prove these IDIOTS how wrong they are about iPhone X sales.
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