delreyjones

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delreyjones
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  • Apple stock closes first negative year since 2008, but Wall Street upbeat

    delreyjonesdelreyjones
    AAPL is a fine dividend stock, but those high growth days are OVER. Amazon is the clear winner.
    When you say “is", is that past tense or future tense?  Sure, Wall Street rewarded AMZN in 2015, that’s history.  But do you have a crystal ball and you therefore know that 2016 will look the same?  If so, you should invest in AMZN with their P/E of 968.  As for me, I’m betting on AAPL.  I’m comfortable risking my hard-earned money on a company with a P/E under 12.
    fruitstandninjaSoliradarthekat

  • Apple stock closes first negative year since 2008, but Wall Street upbeat

    delreyjonesdelreyjones
    Apple needs a completely new IR team, and a radically different messaging strategy when it comes to major market moves.

    Right now, both are frustratingly disappointing, especially given the remarkable fundamentals of the business.
    With due respect, I happen to be pleased that Apple is not over-reacting to Wall Street.  I agree that Wall Street’s valuation is probably “incorrect”, but I disagree with the notion that Tim Cook is making mistakes.  He’s steadily raising the dividend and perhaps, gradually, increasing the PR effort with more exposure to the press.  We should think of the Market as a drunk, hysterical teenager and Tim Cook as the sober adult.  

    And yes, one of the most important things he’s doing is buying the stock.  He thinks it’s a good deal at the current price and he’s putting money where his mouth is.  I’m doing the same thing.  You’re free to do the same.  We investors can be impatient and greedy.  The Market is worried that Apple will stumble and I’m only 95% convinced they’re wrong.  There’s a risk in keeping your money in AAPL and many people, voting with their wallets, are more afraid than I am.  

    If you really believe the stock is undervalued, buy more.  If you don’t have enough money to buy, that’s unfortunate but that’s how we get to vote in this game.  Wall Street’s having an amazing sale on AAPL right now!  Get out your wallet and express your confidence!
    Solijustadcomicstrustnoone00netmagepropodradarthekatlatifbpflaneurpotatoleeksoupbrucemc

  • JP Morgan adds to Apple supply chain worries, cuts early 2016 iPhone estimates

    delreyjonesdelreyjones
    dws-2 said:
    They have started selling almost all their products (except iPhones) at larger discounts than normal to get big promotions from big box stores. 
    Are you sure this is true?  My understanding is that the big box stores are the ones offering discount on Apple products and it's not Apple who's lower their prices (and margins and profits).  The reason they do this is to get people in their store.  In other words, because Apple products are so popular it's natural to use them as loss leaders.  I hope I'm not guilty of wishful thinking, so I hope you're mistaken, but I don't know for sure one way or the other.
    StockJerkpalominenolamacguySpamSandwich