rogifan_old

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rogifan_old
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  • Brean Capital tells investors to ignore 'noisy' supply chain, focus on longterm iPhone success

    Blame it on Apple being added to the Dow. I wish it had never been added.
    palomine
  • Brean Capital tells investors to ignore 'noisy' supply chain, focus on longterm iPhone success

    The trolls are out in force today.
    nolamacguydamonfcornchip
  • Brean Capital tells investors to ignore 'noisy' supply chain, focus on longterm iPhone success

    sog35 said:

    mj web said:
    AAPL deserved to be flat this year! I'm no final arbiter but it was plain to me that Beats, Music, Watch, Apple TV, OS X, and iOS, didn't rise to Apple's lowest past standards. I think Jony Ive took 2015 off and Tim Cook took his eye off the ball. As a substantial AAPL shareholder I wish Apple better luck next year in regaining its past standards. Happy NY AI!
    No it doesn't.

    Apple grew revenue in 2015 by 35%, profit by 40%, and EPS by 50%.
    Those numbers blow away Amazon, Google, Microsoft, and Netflix.
    Yet Apple's stock is in the toilet while those 4 are at all time highs.
    Because Apple and AAPL are not the same things. Either be in it for the long term or get out of the stock.
    nolamacguydamonf
  • Brean Capital tells investors to ignore 'noisy' supply chain, focus on longterm iPhone success

    mj web said:
    AAPL deserved to be flat this year! I'm no final arbiter but it was plain to me that Beats, Music, Watch, Apple TV, OS X, and iOS, didn't rise to Apple's lowest past standards. I think Jony Ive took 2015 off and Tim Cook took his eye off the ball. As a substantial AAPL shareholder I wish Apple better luck next year in regaining its past standards. Happy NY AI!
    Jony Ive is responsible for all those things? What's wrong with iOS and OSX? Heck even Marco Arment (who is not afraid to bag on Apple) said both of those were much better this year on the last ATP podcast. I agree with you about Apple Music and Apple TV but those belong to Eddy Cue.

    The stock is down for one reason: Wall Street thinks iPhone has peaked and growth will slow or turn negative in 2016. Until Apple is no longer thought of as iPhone, Inc, I don't see the stock doing much. At the same time though as Apple starts to branch out people will complain that they're losing focus and Marco Armemt will write another piece whining about quality so Apple is pretty much damned if it does damned if it doesn't.
    palomine
  • Brean Capital tells investors to ignore 'noisy' supply chain, focus on longterm iPhone success

    tundraboy said:

    sog35 said:

    okay. But Microsoft is up 25% the last 6 months with meh earnings.

    Apple is down 20% the last 6 months with record breaking earnings.

    The problem lies with Cook. He is allowing Wall Street to take over the message of the company. Wall Street keeps yelling that Apple is only the iPhone company and iPhone sales have peaked.  Cook says nothing to dispute it or change the message.  Thus is stock has lost almost $200 billion in market cap in the last few months.
    No the problem is not Cook.  The problem is people like you who talk down AAPL every chance they get, posting the most inane, ignorant, panic-inciting, commentary that perpetuates a false investing zeit geist that Apple is on the verge of collapse.  Cook is doing the right thing, not letting the clucking of the chicken littles of the world determine Apple's long term course.

    I must congratulate you and your tribe though for a very successful market manipulation program that has transferred billions upon billions of dollars from the pockets of the easily-scared investing ignorati into the bank accounts of a few savvy short sellers.
    But it's only when the stock is down. One minute this guy is saying there's nothing wrong with 16GB iPhones and anyone who thinks so is a cheap bastard who should go buy an Android. Then when the stock is getting hammered the guy's a constant rant machine and Tim Cook is the biggest failure ever blah blah blah.
    palominedamonf