20:48 20/04/2013 Transition from growth to value stock

http://finance.yahoo.com/blogs/daily-ticker/apple-shares-slump-below-400-isn-t-microsoft-164544020.html By Lunchtime Trader
20:36 17/04/2013 Re: Heading south...
heard this on CNBC - Apple is no longer trading on Fundamentals (it has been cheap since around $450), it is now trading on sentiment....

Music to my ears - ie emotion taking over.....

(They'll have more than 137B in the bank now too !!)

Cheers
JG By johnnygibber
19:59 17/04/2013 Re: Heading south...
Well waiting for $400 didn't take that long but as you say doesn't really seem like this has found the bottom either. By Owen Nobody
15:36 17/04/2013 Heading south...
Surprised to see so little comment on this board considering Apple is the largest co in the world by value, but maybe not for too long at this rate of slide. This is really quite big drop in a morning's trading, down almost 5%. Where will it end up I wonder? By Merlindale
15:04 18/03/2013 Dividend Increase
http://www.bloomberg.com/news/2013-03-18/apple-seen-raising-dividend-more-than-50-to-16-billion.html

They have got to do something with that cash! By shareordie
11:20 14/03/2013 My Daughters Training...
Happy Birthday Rosey

Thanks Dad - where's my present ?

Well - now you're 6 years old I thought I would show you how to get a good job

Oooh - Gooody

Now see this funny line in the box.....

Hummm....Yeahhh

Thats called a graph - when the line goes up like that you shout 'BUY' as loud as you can every hour or so.

Cool - as loud as I can ??

Yep - and when the line goes down and points to your tummy shout 'SELL' as loud as you can - OK ??

This sounds fun - what happens when the line wiggles and goes straight for a bit ??

Well - thats when you shout 'HOLD' as loud as you can.

This is easy - can I get a job now ?

Absolutely - I've signed you up to be an A-N-A-L-Y-S-T......you start on Monday by looking at the pretty graph with the Apple on top..

Yiiippeeeeeeee - thanks Dad..

JG
By johnnygibber
10:55 13/03/2013 Re: I bought about 2 weeks ago.............
I was hoping for $400 but it looks barring a market correction because of the US budget that may not happen. Interesting that the sequester which was supposed to be a disaster has not registered in the US stock market.

At a strategic level of course your speak a lot of sense illbetabuck.
By Owen Nobody
11:32 12/03/2013 Re: I bought about 2 weeks ago...........
Very good post and very simalar to my thinking.I don't think 1 will be done,2 will be most likly and possibly my prefered option,3 I like that analogy allot it puts things into perspective but it also shows that some very selective takeovers could bolt onto Apple and add value.
I also bought some two weeks ago and some the other day at about $430 Bargin! By shareordie
10:55 12/03/2013 I bought about 2 weeks ago...........
......and have added a few since.

Why?

Well, at some stage they have to do something with that massive cash pile, and whatever it is it will shift the price. Upwards IMHO. The real issue is that they are doing nothing with it....well nothing but adding to it every day.

They do not need it for new product development, they do not need it to increase dividends, they could do that without making too much of a dent in the current earnings.

Only three options come to mind.

1. Special, one off large dividend.
2. Huge share buyback.
3. Attempt a takeover bid for every FT250 company (total market cap circa £140billion). ;-)

...and regardless of the cash, I am still of the opinion that Apple kit is good kit, and that it will continue to sell in very large numbers.
By illbetabuck
13:00 07/03/2013 Re: Dipped My Toe in.....
They are just short that's why they say that carp.
The margin thing is why I don't spread bet,I figure if I own the shares then I can never be stopped out of a share.I also run no stop loss. By shareordie
12:56 07/03/2013 Re: Dipped My Toe in.....
Vielen Dank fuer diese Antwort :-)

Kin 'ell - 70K - good luck !!

I went big with 10 whole shares - with divi reinvestment worked out I should have around 32 shares in 20 yrs time - takes me 3 years to get 1 extra share :-(

Need SP to stay around $450 however...hmmmmm

JG By johnnygibber
12:22 07/03/2013 Re: Dipped My Toe in.....
Guten tag johnny.

Been taking a caning on these over the past few months via spreadbets ! Ouch. Still, going to hang on in there for $500 (bare minimum these are really worth IMO).

Will be worth about £70k to me if I can afford to keep funding the drops in the meantime :-))

Take 137bn cash out and the PE is < 6 ! And that is before this quarter's figures. And there are analysts saying it's past its best and no longer a growth stock - incredible stuff ! By hammerd2
10:52 07/03/2013 Dipped My Toe in.....
My first US share bought through SIPPDEAL - didn't even know I could do that until last week......nor that there was an Apple BB...marvellous.

Any Apple store I go into is heaving (here in Germany) - and the average age appears to be around 18-24. So starting 'em young :-)

I cannot understand how all the analysts who shouted 'buy' at $700 are shouting 'sell' at $430 - reckon they just follow the price and react to their fellow colleagues.

Interesting fact - figures last reported were based on a period 1 week shorter than a year ago. Seems to have been forgotten in all the noise.

Anyway GLA - my buy price is dropping all the time as pound weakens..

JG

By johnnygibber
7:29 07/03/2013 Re: Uncle Sam
Apple already pays a regular divi (not too high) By Txomin
6:58 07/03/2013 Re: Uncle Sam
Is not or is less risky? I presume you mean is less risky.
I find there is nothing wrong with buying some at $425 and some more at $350 (but I don't think even the hedge funds/banks can push the price that low) .
Don't believe all the shorters stories there is nothing wrong with Apple.
I agree that the cash will need to be dealt with as they are producing far more cash than can be spent.
I would be happy for massive share repurchase at this level and if the price shoots up a nice dividend wouldn't go amiss.
The risk you run in not buying any shares at this price is if any one of the above things happens you will be left out.
Is Warren Buffet interested,he seems to be commenting on Apple a bit. By shareordie