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Brean Capital tells investors to ignore 'noisy' supply chain, focus on longterm iPhone success
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Brean Capital tells investors to ignore 'noisy' supply chain, focus on longterm iPhone success
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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!
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. -
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!
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. -
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.
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.