Replies to post #62114 on GoodFellas Big Board Catalyst and Chart Plays

[SamsaricSufferer]

AAPL - I think it mutters along here for now. It will likely follow the macro trend now. I think the biggest problem they had this past quarter was supply constraints for Mac's, IPad Mini's, and iPhone 5's.

Soooo....their 3 biggest product lines sales were lower than expected due to supply constraints, not from lack of demand. The bull case is being made that yields are up and that supplies improved. Also, China is the second biggest AAPL market and there big retail season is this quarter with the Chinese New Year this month. This quarter is supposed to be a monster and the beginning of the AAPL resurgence as these factors and a cheaper iPhone is announced. The next ER will be the one that makes or breaks this one for the intermediate term.

Think about it. It has a trailing PE of 10.37 and future PE of less than 9. This is all with a divvy of 2.32% and $137B in cash on the balance sheet.

Fundamentals have to kick in. This thing ran so hard it was it's own bubble. It will take a while to come back into favor.

[SamsaricSufferer]

AAPL +3 % Up on a down day with above average volume.

CJ, you must have ESP. Was your Spidey sense tingling? Did you feel a great disturbance in the force? Next time you are feeling that way message me first !!! Ran up $10 per share the last 30 minutes. One day after you asked me about it.

Apple Investors Rally Behind Calls To Return More Cash

They are sitting on $145 per share in cash. The cash pile keeps growing every quarter despite paying out $42.40 annually in dividends. The best thing they could do is raise the dividend and issue guidance that they are committed to continue raising it. A whole new class of income seeking investors, ETF's, and mutuals would start to buy it in this yield starved environment.

[SamsaricSufferer]

You called it. I think it will run off and on into the next shareholders meeting on Feb. 27th. Imo they will announce an increased dividend and will blow it up again.