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short apple?
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Date: October 10th, 2012 10:45 PM Author: Wonderful police squad bros, has the time come? their phones are overpriced shit and they don't seem ahead of the game anymore in technology. their computers seem like trendy, overpriced mega-shit, but I don't know enough about them to really tell. can overpriced trendy shit keep apple on top of the world? or are people gonna wise up to paying 1.5k/yr for cell phone usage and an extra 1.5k every couple years for movie-making capabilities? Help, bros. (http://www.autoadmit.com/thread.php?thread_id=2075665&forum_id=2#21760194) |
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Date: October 10th, 2012 10:58 PM Author: hairraiser locale if you read product reviews, apple products still have the highest scores on average. for example, every one of apple's products is on cnet's best laptop/desktop/phone/tablet/music player lists. there still lots of run room left for phones and tablets globally. there will be lots and lots of demand for apple products for the next couple of years. shorting now is probably not a good idea.
the best short thesis i've read is that apple's margins are going to get squeezed by increased competition. that probably will bear true but it's hard to know when. |
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Date: October 10th, 2012 11:01 PM Author: High-end passionate potus antidepressant drug Lol cnet. The place to be if you are a 70 year old incompetent or it is the 1990s (http://www.autoadmit.com/thread.php?thread_id=2075665&forum_id=2#21760451) |
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Date: October 10th, 2012 11:03 PM Author: Wonderful police squad (http://www.autoadmit.com/thread.php?thread_id=2075665&forum_id=2#21760463) |
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Date: October 10th, 2012 11:08 PM Author: hairraiser locale it's not just young people. look at any tech product review site. apple products are universally rated as best in class or near the very top. cnet, consumer reports, pcmag, gizmodo, engadget, etc.
if you knew nothing about tech products and relied on buying guides to make a decision, there's a good chance you'd still buy an apple. this is independent of marketing or the "cool" factor or any of that bullshit. |
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Date: October 10th, 2012 11:12 PM Author: vibrant corner ceo google = run by computer geniuses / moguls
microsoft = run by computer geniuses / moguls
oracle = run by computer geniuses / moguls
aapl = (oops)
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Date: October 11th, 2012 9:45 AM Author: titillating brunch preventive strike Gates isn't at Microsoft anymore, they haven't done anything innovative in years. Apple is still kicking ass in phones, tablets and computers--no other company dominates this many markets. I would put Amazon on your list of companies being run by moguls/geniuses. (http://www.autoadmit.com/thread.php?thread_id=2075665&forum_id=2#21762516) |
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Date: October 10th, 2012 11:13 PM Author: Wonderful police squad yeah but most people don't like to spend 5x as much as they would on comparable products. (http://www.autoadmit.com/thread.php?thread_id=2075665&forum_id=2#21760596) |
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Date: October 11th, 2012 10:53 AM Author: Aphrodisiac pearly hospital Another way to look at it when people pay such a premium for your product, you don't need to sell to most people. Apple doesn't need large market share to make gobs of money, they have always been about the higher end of the market and will continue to be so. (http://www.autoadmit.com/thread.php?thread_id=2075665&forum_id=2#21762772) |
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Date: October 10th, 2012 11:03 PM Author: vibrant corner ceo bro.. this is steve jobs legacy. he probably had enough products in the pipeline to last 2-5 years after his death..
but you see how shitty things are turning already since his demise. |
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Date: October 10th, 2012 11:06 PM Author: submissive mexican 1) It's not valued that richly for the kind of upside it at least MIGHT still have. P/E is relatively low for what still may be a growth company.
2) It's already down a lot from its $700 high, so shorting it now is betting on a continued downward trend.
3) Shorting it now also means you expect things to get pretty bad pretty quickly. Is Apple at or past its peak? Maybe, maybe not, but if it is, what make you think it's on the precipice of a quick decline? It could still wind up at its current or slightly increasing market share for a while even if the juice is gone. |
Date: October 10th, 2012 11:13 PM Author: Excitant crawly orchestra pit philosopher-king dont short apple you dumb ape (http://www.autoadmit.com/thread.php?thread_id=2075665&forum_id=2#21760597) |
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Date: October 10th, 2012 11:14 PM Author: submissive mexican ITT: why MAF =/= an investment strategy (http://www.autoadmit.com/thread.php?thread_id=2075665&forum_id=2#21760614) |
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Date: October 10th, 2012 11:17 PM Author: Wonderful police squad just do p/e ratio, bro. trends/sentiment don't ever dictate stock returns, especially for hardware that sells in large part because it has a glowy apple on the back. (http://www.autoadmit.com/thread.php?thread_id=2075665&forum_id=2#21760664) |
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Date: October 10th, 2012 11:18 PM Author: submissive mexican "I am a mad as fuck aspie who doesn't understand that most people respond more to design than to number of features" =/= a trend (http://www.autoadmit.com/thread.php?thread_id=2075665&forum_id=2#21760673) |
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Date: October 10th, 2012 11:21 PM Author: Wonderful police squad you're right. I don't know what that means. (http://www.autoadmit.com/thread.php?thread_id=2075665&forum_id=2#21760702) |
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Date: October 11th, 2012 1:39 PM Author: Exhilarant useless brakes One thing that's always struck me as particularly MAF about criticism of Apple is the "zomg so few ports!" thing. By and large, aren't ports in general becoming more and more obsolete? Is there any product out there you really can't download off the internet now, or any file you can't transfer over dropbox? Other than some games (which Apple has written off), I can't really think of anything. (http://www.autoadmit.com/thread.php?thread_id=2075665&forum_id=2#21763635) |
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Date: October 10th, 2012 11:42 PM Author: hairraiser locale Here's another thing to consider - bullish cross issued a buy on apple yesterday. The site has a good history of calling the bottom. It's also forecasting $1,000 price within 15 months.
http://bullishcross.com/2012/10/apple-1000-why-its-time-to-buy/ |
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Date: October 10th, 2012 11:48 PM Author: razzle-dazzle native incel of all the stocks to short you'd short apple? try HP or RIMM (http://www.autoadmit.com/thread.php?thread_id=2075665&forum_id=2#21760980) |
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Date: October 11th, 2012 9:46 AM Author: titillating brunch preventive strike Titcr. (http://www.autoadmit.com/thread.php?thread_id=2075665&forum_id=2#21762519) |
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Date: October 11th, 2012 11:10 AM Author: Glittery range This (http://www.autoadmit.com/thread.php?thread_id=2075665&forum_id=2#21762824) |
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Date: October 11th, 2012 1:29 PM Author: Cracking stubborn filthpig field I wouldn't short RIMM now only because that company has already been picked dry by the shorts and at this point you'd be betting on a full-out bankruptcy.
HP may be a better bet because their problems are just beginning to be realized by the market. But I still think it's way too risky to short stocks unless you really know what you are doing, especially when the market is generally on the upswing.
I think it would be a terrible mistake to short AAPL. You're talking about a company with the most loyal smartphone consumer base in the world and a company that consistently beats market expectations. You're putting way too much emphasis on iphone5 glitches. Apple has $100B in CASH on its balance sheet and is a proven innovator, so even if they did fuck up I'd expect them to come out with something even better next time. |
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Date: October 11th, 2012 1:32 PM Author: submissive mexican lol @ shorting RIMM as an investment idea in late 2012. Hey, I also hear this nanotech thing is gonna be big. (http://www.autoadmit.com/thread.php?thread_id=2075665&forum_id=2#21763604) |
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Date: November 16th, 2012 7:35 PM Author: Wonderful police squad thanks, bros! (http://www.autoadmit.com/thread.php?thread_id=2075665&forum_id=2#22059738) |
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Date: January 25th, 2013 10:52 PM Author: Wonderful police squad thanks again, bros! (http://www.autoadmit.com/thread.php?thread_id=2075665&forum_id=2#22504928) |
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Date: April 17th, 2013 1:42 PM Author: Wonderful police squad thanks yet again, bros! (http://www.autoadmit.com/thread.php?thread_id=2075665&forum_id=2#23015805) |