delreyjones
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Apple denied Parler re-entry to the App Store despite guideline revision
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Wall Street reacts to Apple's strong Services and Wearables growth [u]
I'd agree with you there, but I'm hoping to hear from Blastdoor. I'm actually with Horace Dediu who says: "Cash-flow is a fact; profits are an opinion; P/E is a dream."SpamSandwich said:
For my money, P/E has never been a good metric. Stocks are clearly more valuable based on perception, not reality.delreyjones said:
Of course in terms of the recent history of Apple’s P/E, you’re correct that 21 is high, so you may be correct in your bearish assessment. But it’d be great if you could contextualize your concern about 21 and explain why it’s high when we realize Microsoft and Google are at 27, Facebook is 31, and Amazon is 78. If 21 is high for Apple, aren’t these other values even higher for the competition? Why is this?blastdoor said:It is a huge deal that Apple is showing an ability to grow revenue from something other than the iPhone.
In the short term, though, the stock seems a bit pricey. Since 2007, I've had the impression that when the P/E goes above 17, AAPL is likely due for a correction. Currently, the P/E is almost 21.
On the other hand... one reason Wall Street might have been skeptical about AAPL in the past was a concern that they were too dependent on one product. Perhaps if Apple can show revenue+profit growth across multiple products, Wall Street might tolerate a higher P/E.
Still, I suspect that between now and the middle of next year AAPL will experience a noticeable downturn. I'm just not sure when.
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Wall Street reacts to Apple's strong Services and Wearables growth [u]
Of course in terms of the recent history of Apple’s P/E, you’re correct that 21 is high, so you may be correct in your bearish assessment. But it’d be great if you could contextualize your concern about 21 and explain why it’s high when we realize Microsoft and Google are at 27, Facebook is 31, and Amazon is 78. If 21 is high for Apple, aren’t these other values even higher for the competition? Why is this?blastdoor said:It is a huge deal that Apple is showing an ability to grow revenue from something other than the iPhone.
In the short term, though, the stock seems a bit pricey. Since 2007, I've had the impression that when the P/E goes above 17, AAPL is likely due for a correction. Currently, the P/E is almost 21.
On the other hand... one reason Wall Street might have been skeptical about AAPL in the past was a concern that they were too dependent on one product. Perhaps if Apple can show revenue+profit growth across multiple products, Wall Street might tolerate a higher P/E.
Still, I suspect that between now and the middle of next year AAPL will experience a noticeable downturn. I'm just not sure when.
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'Sign in with Apple' mandatory for all apps with third-party sign-in options
You're right, AZGuy is a troll. I wish they had an ETI instruction: Execute Troll Immediately!StrangeDays said:
Your short posting history reveals your agenda. Your FUD is nonsense and wasted here.AZGuy said:Apple is stuffing this down developers throats. Apple will now have more control over app developers. I am not sure this is good for app developers are some of the other changes.
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US lawmakers attack Apple for song takedowns in Chinese government censorship effort
This is rich. The US Government criticizes Apple for not doing more of the government's job? It's not unlike the NY Times columnist recently criticizing Apple for not doing more to police Facebook and Google! Is Apple held to a higher standard than the rest of the world? You think? (Maybe it's not a terrible thing. Maybe at one level, much of the world is surprised when Apple is anything less than perfect and omnipotent.)
