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Wanted to purchase an Apple Watch and IPad Pro today at my local Apple Store. Was able to purchase the watch, though was told the watch is selling extremely well and quantities and selection was very limited. The IPad Pro is sold out and none were available in any Apple or Best Buy store in a 250 mile area! The Apple employee said the Pro and the Watch are the hottest items this season. The minute the Pros arrive at the store (daily) they are sold immediately. Doesn't matter what color and what size...sold! Seems to me Apple has a couple new items generating a lot of incremental sales this season. This is a small sample but very encouraging. Sill long Apple here.
Apple can do everything and they have money to do it. The best employees, and great products! Now Apple with Cook in charge have to convince investors about the strategy as they convinced customers to use Apple products. They have to do something! As did Google with Alphabet! SBB is not everything but i think they do great job what will be seen in next 2 years. Not now though. So when the big mutual funds understand that is more logic to pay 10pe for growth company than 30pe for decelerating as MSFT will be a win.
As for the price - I simply don't believe Apple could hit the $160+ PT set out by many firms (FBR, Drexil hamilton, Goldman Sachs, Bream, Maxim) over the past few months. Using Marketbeat, the average comes in around $145 when averaging the past 2 months of price targets.
However, I'm willing to concede bearishness and believe the low end of the range, 120-125. At the very least, it's 10% from here. This feels like a temporary setback. If you sell Apple right now, you're just being reactionary and are playing into fear. Just wait and Apple will stabilize, as it's already doing today.
I like how there is virtually an unlimited number of ways to access content on Twitter. It's developers made a really good job designing the whole thing for their users. You use Keywords. Like "Donald Trump" who is usually trending every day, so you just go to that site. Or any hashtag of your choosing. A friend of mine, who kind of showed me the ropes when I first started getting active on Twitter once told me: It [what you see] all depends where you park yourself. That's the beauty of it. Add in the Block Feature, and you can literally create your own universe on Twitter. Without the Block Feature, I wouldn't even bother using Twitter. If I worked there, and they asked me to define the Block Feature, I would have created the exact same thing they did. It's fabulous. As you might have noticed, I can attract a lot of "ankle-biters". On an open blog, there's not much you can do but argue, and get messages deleted for arguing too much.
As for the stock - turnarounds take time and future positive results will attract more investors - no debate on either point. Some investors are more patient than others, but most will be less patient with Jack since he's not a newcomer Jack's return has not fueled much excitement with investors so far and that concerns everyone. Investors are looking for signs of where this is headed and where it will likely end up. The share price speaks for itself so far ... hopefully, that will change soon. The first 90 days of any turnaround are crucial.
Since Jack Dorsey was appointed as permanent CEO, the NASDAQ increased 8.1% and TWTR declined 11.1%. Jack has failed to gain the confidence of new investors since being appointed. The Executive Chairman has been silent. TWTR needs to develop a clear turnaround plan, communicate that plan to all stakeholders and implement it impeccably. The measures implemented since Oct 1st appear to be hit and miss from an investor's standpoint. From the outside, there appears to be a clear lack of any sense of urgency.
I'm sorry but I don't see how anyone can even consider buying twitter at this point. It stopped making progress... As a social media tool its growth has completely stagnated, most people are more more interested in snapchat, instagram , whatsapp and facebook. Twitter is nothing more than a place to get live news which many other companies can replicate and do better. Twitter will continue to stagnate and go backwards as less and less people use it . The fact is that it just isn't a very valuable tool. As for innovations - I basically can't think of any improvements and I use it every day. I do miss the discover button though, no idea why they had to get rid of it. Also, there's more competition for Twitter and instagram (and any other social media stuff like those). In fact all the major social media stocks are the same things with only subtle difference. This is why you should tread carefully with Twitter if you're invested in it. It can get very dangerous. I for one not going to hold a falling knife. There are good leaders in this country but they don't have the money it takes to run for office. If this is all we have in both parties we are in big trouble. Also TWTR needs to come up with some good news soon or will tank even lower.
First of all, I dont know how Noto, the CFO with a small amount of time at the company would be able to tank TWTR with the board and CEO watching and they having been there since TWTR's birth a decade ago, but let's go with it.
Scenario 1: Dorsey/Noto does an amazing turnaround and makes billions more on his shares, and becomes an internet CEO legend. Worth billions of dollars and can be CEO for life if he chooses.
Scenario 2: Dorsey/Noto tanks the stock so he can lose hundreds of millions of dollars in a sale to some other giant company who then likely wont need or want him around for more than a year. So loses hundreds of millions and no job.
Twitter is still the future though. it's just hard for people to see it. Great technology powers this company. The business always falls into place with all those smart people. Evidence of that is Facebook. I am sure Twitter will succeed in the long run even though I still consider shorting it.
We'll all become healthy and wealhy if Twitter becomes a buy. And they will when they start making real money or monetizing the platform effectively rather than grabbing at straws. I doubt very much whether the people who comment on articles can affect anything. I mean if they were that powerful Twitter would be at 200 by now given how many long articles and long comments there have been for the last months. It just makes no sense.
Right now I feel like Twitter is way overvalued on its current metrics: no earnings, no dividends, no hard assets except for cash which it has raised from investors rather earned for investors. Therefore the only possible value to this stock is its growth. However, it is making essentially no progress on reaching even breakeven, let alone substantial profits in the foreseeable future. Revenues have indeed grown, but the rate of growth is slowing and I don't know what model would justify even the current price based on that growth. So overpriced on present valuation and overpriced on future growth. I'm actually considering shorting the stock at this point.
People who have been saying this stock is way over valued are very few compared to the longs who just keep getting hammered but remain bullish still. I don't mean to sound like an asshole, but I sure as hell hope those who followed "analysts" blindly are learning a good lesson: don't follow amateurs. Anyone can write an article on anything. Do some homework of your own, and always find out the valuation of what you are buying along with the rationale for that valuation. Mind the GAAP earnings first before any other number. Those are very important.
Twitter longs have been battered by the losses Twitter has delivered. Their credibility has been shredded as they continue to tell people to go long by catching a falling knife. Every $10 drop in share price they write a new article saying "now is the time...", or " Twitter is forming a bottom.." Or somethins similar to it. Oh, and they have some of the most ridiculous conspiracy theory ever invented. You should google it.
If traders and investors follow these simple rules they are less likely to get toasted. Sure you will miss a few opportunities but you will save yourself some money as well as headache.
Happy investing to all and a Happy New Year!!!
I'll hold my 100.895 AALP shares, they will always be a quality stock to invest in. I think that is a give me. But as for larger growth the head winds are in MSFT favor with a lot on innovation and traction picking up in several areas. And think holo Lens will be a hit in the industrial as well as gaming, personal movie and office sectors. And at $55.59 a share they have a lot of forward price movement. And a great CEO to top it off
If you want to benefit from Apple's downside activity, don't short the stock, but short the options. The people on the other side of writing covered calls are mostly poorly capitalized long options buyers who just know they will hit it big, and therefore are willing to pay large time premiums to have some of the action.
Its no accident that about 80% of all long options trades expire worthless. Long options are the only "investment" I know of where you can quickly lose most of your money. The "smart money" is the seller, not the buyer. Appl is great for this, but timing is really important... these are short term trades... i.e. days to a few weeks. As for the company, I own it and plan to keep it.
Besides, who cares whether Apple naysayers like it or not.Apple naysayers have been harping on the point that Apple is a one-trick-pony n over relying on China. How come we don't read the same comments abt Nike....selling mainly running shoes (one trick pony?) and trying to rely on China for bigger growth. Nike has been ''darling'' throughout 2015 n yet made a tiny profit compared to apple's. Hope those bean counter analysts be more objective in the assessment of Apple.
Since at least 2011 Apple has had a yearly close that's higher than the previous year. The year end closing was 108.53. As I write the stock is at 108.35. I have a feeling that if Apple closes below the 107-108 level to end the year people will get disgusted and mass selling might ensue. Operationally the company is firing on all cylinders. That would make buying Apple after the bloodbath a sure bet to bounce back strongly based on fundamentals and sentiment. If the level is violated I'll be buying puts at the beginning of the year to protect my long positions.
Amazon is a new model and outdated charts don't apply here. Remember, it is all perception and the Amazon stock is gold. I use it daily and only wish I had put more into it back in the late 90,'s. I foolishly listened to far too many friends and sold Amazon and Priceline to buy that darling CMGI. Talk about regrets.
Does anyone discuss the price to sales ratio? AMZN stands at 3, for a co that has a best of breed cloud biz with off to the moon growth, a generous annuity that is Prime, a world class streaming TV service, best of breed retail platform that virtually no one can touch, a 3rd party seller biz within the retail platform that is growing quickly with 90+% op margins and a default flawless search engine which bests GOOG for retail search of nearly anything makes this company one of the cheapest situations around. Yes they are profitable. When all the investment $$ fall to the bottom line which is happening sooner than anyone expected (hence the stock surge) the forward p/e that everyone is screaming about falls to 30 or 40 quickly and the stock is well over $1000. It'll gap up $100 on nearly every earnings release for the next several years. As a poor but relevant comparison, FB price to sales ratio is 19, (which is biotechland valuation) that's a market cap of 19 times the annual revs for the newbies, that IS insane and with suspect earnings as the skeleton in the closet.
Bezos himself was the person who said "There's nothing about our model that can't be copied over time". So don't restrict yourself just AMZN only. There's plenty of good stuff elsewhere.
I think Bezos is a genius but the stock is flat out way overvalued. You would be wise to exit because at some point people are going to realize you can't take over the world just by taking over the US. Amazon doesn't have an international story and more to the point, they will never accomplish in China and India what they've done in the US. Sorry but those are the facts, and I say this as an Amazon lover.
But if toss the actual stock aside and talk about Amazon only I totally think it's frlourishing as never before these days. I'm so happy with their service lately. Oh, and Walmart is going to get hammered as will so many Euro retailers. Its just so much easier to buy on line and watch for a +30% increase this year and the same the next 2 years. People just cant be bothered to go to the mall. Then with a .25% increase in margin the profits will come. Think how well Costco does on just profiting from the annual subscription and thats before we speak about the cloud services, tv etc (prime). Don't know about you guys, but I am definitely going long here!
Hey Britanny. I like the way you think. So I'm wondering, do you think it would have been good to sell Amazon shares 2 years ago vs hold for a 100% gain?..
I think Amazon beat Apple to the punch. Apple was going to do a basket of channels to stream, if I understand correctly. That's what Amazon is doing. Which is different from Netflix, technically. But still a competitor. Amazon is Netflix's main competitor. I cut the cord and do streaming and OTA broadcasts. Netflix is the service to have, the beginning and the end, the alpha and the omega. It's what every newbie starts with and keeps, then adds on with other services. If a streamer has to cut, Netflix will be the last to be cut. I have Netflix and AmazonPrime. I am thinking about adding SlingTV, if I move to where my OTA broadcasts are fewer. Next in line for consideration: AcornTV (British). I'm not considering Apple or HuluPlus or anything else.
Few if any would cut the cord on Netflix, no matter what Apple does or might do regarding TV. Cutting the cord is about cutting Cable or Satellite packages that offer a ton of programs on each, that no one wants to see, to explore or pay to test. The leading hardware that enables one to cut the cord is Roku. If you spend $10 to insert a memory card in a Roku 3, you can get enough news, music, movies, tv programs to satisfy all, with the exception of serious sports fans. Roku allows you to select and save only apps that you want to have available to watch. It does not require you to look at a menu of a Zillion apps. The AppleTV does the same. Both boxes enable you to mirror your phones display and sound to an existing TV.
It's true that PC sales are dropping - but this doesn't necessarily mean that Office sales will drop. People still need to create documents, regardless of whether it's on a traditional PC or not. It's true that MS Phone is not catching on. But this is already fully built into MSFTs current stock price. Nobody - and I mean nobody - is giving MSFT any P/E multiples based on MS Phone. So the death of the phone will do little to the stock price, and any gains will only be gravy.
Whether it's true the MS Tablets aren't catching on is debatable. I'm writing this comment on a Surface Pro 4, which is becoming a quite hot and profitable commodity. It's no iPad killer - but again, the current stock price of MSFT already reflects this pretty realistically, and any P/E multiple is not based on the Surface line very much.
So what are the multiples based on? Azure. Plain and simple. This is Microsoft's money maker moving forward, and there are very good reasons to believe that Microsoft will be a leader in this area. I think that Azure is a goldmine at this point, and MSFTs stock does not fully reflect this goldmine yet.
Hololens is an intangible at this point. Current P/Es are hardly even considering this, because of how unproven it is. But the possibilities and opportunities are obviously there.
Would it be better if MSFT had Azure in addition to a thriving phone/tablet/PC business? Of course...but if that were the case, the stock would already be at $100. Also, even with declining markets in historical business areas, the risk of MSFT right now is only in a broad market decline. So, MSFT is still a good buy here. 2016 will be bullish as hell, trust me.
What happens if one day, the iPhone powerhouse will collapse (a likely possibility if we view it as a consumerproduct) and Apple Inc. stock will take a deep plunge, as the iPhone is the only thing that is driving it trough the roof right now. Right now it simply feels like Microsoft (at this point at least) is much more diversified and thus safer, as it can take a beating in one or two of its divisions without feeling it really. Who do you think wil come to there senses sooner? The stock market or the consumer? That''s the billion dollar question when viewing Apple.
In the last couple years I have switched my whole family over to Windows 10 (which included the purchase of 4 new computers) and Office 365. The Office subscription comes complete with 1TB of cloud storage per user which is really great. The cloud storage is configured as OneDrive so that cloud backup is wholly transparent. Microsoft got it right with Windows 10 and Office 365, and I suspect Universal Apps are going to be step in the direction of the normalization of computing.
I also think it is worth nothing, that I have been a long-term Microsoft investor since late 90-s and I like the direction they're taking now - all kinds of media products, their own gaming console, powerful and versatile (just as Microsoft itself) OS. I really think they have a bright future ahead of them. And we, as their investors, only need to wait. And yeah, gotta be honest here - cope with them from times to times. But high dividents will keep you going.
I am already a member of Amazon prime and enjoy the service greatly and the videos along with music are a very nice benefit. I also have a subscription with Netflix because many times, I actually prefer physical media when watching shows. I use YouTube for small snippets in finding useful information like car and appliance repair. I wouldn't use the service for much otherwise.
Seeing as how cable is the pipe that connects me to the web, I won't be dumping it either in order to pay for YouTube red which is pitiful for content as it is. And it would seem that it will be a tall order for Google to put meaningful content on its red service. Disney won't be on it and neither will HBO. Highly doubtful the comedy channel will be either. Maybe Google could potentially sign a deal with the NFL but it's going to cost a bundle.
I don't see this as a meaningful driver of profits. But it's understandable that they need to do something with the looming loss of search revenue on iOS.
Still, I believe Google and Facebook both have a competitive advantage over all other potential and existing players. But NOT a little buy miles and miles. Google already has the infrastructure in place for media buyers. They have an auction based system and TV would just be one more option for media buyers. Today TV is NOT integrated into their other buys. Plus both Google and FB have incredible platforms that traditional media are literally decades behind. They simple do not have the data and have little experience with data. Plus their customers will need help and they are NOT in a position to help.
Converting users from a single time purchase to a monthly cost at a higher price will make more money but its not exactly growth and not exactly what people mean when they say cloud business, especially when that product they have a virtual monopoly on (office). It is true Microsoft has improved after Windows 8 but that isn't a great feat.
We will see if it can plough ahead and make something more of itself than it already is. It still fails in mobile and cell phones and has lost ground due to cloud computing. That is why its stock is still heavily discounted.
Thing with cloud is it's very sticky. Once a company signs up to Azure, it becomes a strategic ecosystem for that company. Most of those companies will go to Azure/Microsoft first when they need software / IT services. That represents a huge opportunity for growth for Microsoft. You must have seen an article from Google last week that they believe the cloud revenue could surpass the ad revenue within the next few years. The market potential is huge. What Microsoft has going for them is they are building data centers all over the world, whereas Amazon and Google are not (yet). There are a lot of data residency concerns (e.g. Europe Safe Harbor) where companies do not want their data to ever leave their legal jurisdiction. There is a huge opportunity for Microsoft here if they can execute. Under the new CEO, strategy & execution have looked very promising. It's time to be long GOOG and MSFT.
Well, here is my theory purely on price performance. I think that we all can assume that TESLA is overvalued. I think that it is only driven up by short squeezes.
It is public knowledge that there are a lot of people short on TESLA. I also think that the team around Elon Musk and some of the associates are very clever participants in the financial markets. And I think that the financial team is actively causing short squeezes to drive prices higher. I think that at those price levels there are almost no natural buyers. By the way...I think it is the same with NETFLIX. There is no way those valuations would otherwise hold.
So now to the obvious and my technical analysis. I got out of my leveraged short positions 2 days before the news came out that drove prices up. Why? Well, it happened the same that did happen before the quarterly results that caused this price jump upwards. Prices went down slightly for some days and then suddenly You were able to observe that the RSI was actually trending upwards.
I thought to myself...they are luring in the shorts in order to then cause another massive short squeeze...I better get out. Well...I did and then I reentered with a small short position just around the moving average 2 days ago.
So...again...what happened both times? Prices drifted down slightly, there has been negative news, then the RSI trends upwards and then comes the pop on some positive news or news that is distorted into seeming positive. I can only tell all of You here: Choose Your short positions wisely, otherwise You will burn yourself and all of us with you.
Time to go back to sleep. This is another reason Tesla is the best vehicle and manufacturer. And a great buy right now as well. Shareprice is moderate and they are easy to read using Elliott Wave Principle. They also care about their customers.
"We are sending you this email to inform you of a proactive action Tesla is taking to ensure your safety. Tesla recently found a Model S in Europe with a front seat belt that was not properly connected to the outboard lap pretensioner. This vehicle was not involved in a crash and there were no injuries. However, in the event of a crash, a seatbelt in this condition would not provide full protection. First and foremost, we care about your safety."
You guys think it's possible to see which way the wind is blowing using Elliot Wave Theory? It feels like it's gonna be dead long before it laucnhes ZEN CPU and even though its shares keep growing moderately, I still don't know know where it is going? Any of you ever tried analysing tech stocks like AMD using ElliottWaveTheory?. Just looking for an experienced trader who'd give me some advice about how it all works.
Why would ANY company buy a minority interest in AMD? Microsoft has a much better reason. How much does it spend to purchase Xbox silicon? How much does it spend to design Xbox silicon? Apple also has good reasons too. It really needs to combine it's ARM Processors on-die with graphics cores.
Having a minority stake really gets you nothing (Although Tsinghua is interested in gaining intellectual property which timing wise vs lisa's comments make this interesting. AMD does have a nice patent portfolio)... You make an investment get shares and maybe a seat on the board. But you still get nothing tangible. Except maybe some return on your investment. Which looks good on your quarterly balance sheet. A minority stake doesn't get you FREE IP. So what would AMD be selling for $1BILLION and another dilution of share value?
Given that China has a policy of developing domestic firms and brands into ones the domestic market _desires_ buying in the marketplace, and given that China already has an active plan developing the gaming industry, it should not come as any surprise _IF_ China is seeking to develop a Chinese brand of gaming device with a Chinese IC foundation. This is parallel to their Lenovo model which is emulated by their handset industry. While these industries are still using foreign IP for their SoCs and CPUs, their domestic design firms are 'fast followers'.
Licensing AMD IP for GPUs and gaming CPUs could be an outcome of any future JV between AMD and Tsinghua beyond backend and testing activities we already know about. Intel will need to balance its interests if faced with such a licensing deal.
It's interesting to think about and pure speculation at this time. However it fits the STATE PLAN as it is currently seen on the ground.
A report from Canaccord just came out pointing out that Apple takes in 95% of total operating profits (so far in 2015). Samsung's 2015 (so far) operating profit was 11%. Last year, for the full year of 2014, that same operating profit for Apple was 85%. All I gotst to say is...what is wrong with the street?