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Apple Inc. |
nicu, Some people quit their math courses very early in life ... lol
So the Unemployment goes up from 9.5% to 9.6% ... : Worse case
scénario to an average ignorant investor is that CPU sales and iPhone
sales drops by 0.1%... But to bearish average bearish ignorant person
it may mean that 25% of the employed people will differ the purchase
of a new computer because they are scared sh!t of losing their
jobs...
But to the average educated bullish investor it may mean that given
the increase in disposable income, 25% of the employed people could
decide to upgrade their CPU and cell Phone as they target quality
products to gain productivity and efficacity...
This same sucker has posted relative to P/E ... P have almost doubled
while E has not ... So P has to drop... This shows not just mathematic
ignorance but also financial... Comparing P growth % to lagging E
growth % instead of to forward growth % while basing it strictly on
GAAP, while ignoring iPhone non GAAP and ignoring the notion of Future
cash flow growth ...
I believe that GOOG financial ought to set math tests to wanna-bee
posters ... lol...
I am not claiming that AAPL will not drop should there be a market
correction despite the fact that its fair value of 140 (based on
previous bearish future eps's), AAPL will trade with the market until
Earnings and it will then trade on its own merits...
On 4 juil, 05:25, Nicu <nicu.mihala...@gmail.com> wrote:
> but we should talk about what is probable (more than 50%) and I think
> it is very probable (at least 75%) that your shorts will burn you :D
> On Jul 3, 9:13 pm, Paul <paulmorrison...@gmail.com> wrote:
> > Looks good so far.
> > The problem is the leader changes rapidly in the phone and gadget
> > market.
> > You can go from top to bottom
> > Just ask Motorola.
> > Or just ask AAPL in early 2000s.
> > On Jul 3, 11:52 am, 10101010 <bil...@gmail.com> wrote:
> > > Depends on what you mean by "suffer".
> > > I think the current employment trend has enough history; and Apple
> > > relative sales have enough history, for one to be able to do some
> > > pretty simple extrapolation.
> > > It's common knowledge that Apple has fared far better than most
> > > comparable companies in this economy. That said; the MMs will push
> > > "AAPL" wherever they want, regardless of what's actually happening
> > > with "Apple".
> > > Steve Jobs said (many years ago) that Apple was going to get through
> > > the economic tough times through "innovation". That strategy's been
> > > working pretty well for them, I'd say. I can't wait to see what they
> > > will be unleashing in the next 12-18 months.
> > > On Jul 3, 12:16 pm, chleoku <chle...@gmail.com> wrote:
> > > > As expected, our employment rate is reaching the dangerous 9.5% level
> > > > and inching towards 10% benchmark of depression. Umemployment would
> > > > not peak until mid 2010. Looks like we are heading to the Dow 7500-800
> > > > level soon:
> > > >http://www.wealthalchemist.com/Blog/2009/07/unemployment-nears-double...
> > > > Is Apple going to suffer?