Author Topic: AAPL - Apple Inc.  (Read 1503384 times)

Cigarbutt

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Re: AAPL - Apple Inc.
« Reply #6350 on: April 13, 2018, 05:17:00 AM »
Thanks for posting.
I developed hyperthyroidism a while back and can say, with confidence, that one does not need an intelligent watch to figure out that something is wrong. :)

Still, this is very promising.
There may be an adjustment period with an uncomfortable amount of false positives as constantly looking at your watch can initiate a self-reinforcing loop causing your heart rate to increase.
You may need a watch that tells you to stop looking at it. :)


Liberty

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Re: AAPL - Apple Inc.
« Reply #6351 on: May 01, 2018, 01:50:56 PM »
"Revenue Grows 16 Percent and EPS Grows 30 Percent"

"New $100 Billion Share Repurchase Authorization Announced, Dividend Raised by 16 Percent"

Not bad!

https://www.apple.com/newsroom/2018/05/apple-reports-second-quarter-results/
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Viking

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Re: AAPL - Apple Inc.
« Reply #6352 on: May 01, 2018, 02:20:15 PM »
Chug, chug, chug.... shares outstanding keep coming down (4% in the past year I think). Dividend keeps going up. Total earnings continue to grow. Well managed. Solid moats.  Easy to understand why Buffett finally bought a large chunk of shares.

gfp

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Re: AAPL - Apple Inc.
« Reply #6353 on: May 01, 2018, 02:27:50 PM »
I wonder if we will find out on Saturday how large BRK's position in Apple has become.  I would be surprised if buying did not continue in 2018.  It could be enormous by now

LongTermView

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Re: AAPL - Apple Inc.
« Reply #6354 on: May 01, 2018, 02:56:11 PM »
I wonder if we will find out on Saturday how large BRK's position in Apple has become.  I would be surprised if buying did not continue in 2018.  It could be enormous by now
I recall an interview where Buffett said they were done buying Apple. Not sure of the timing of the interview though.

Spekulatius

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Re: AAPL - Apple Inc.
« Reply #6355 on: May 01, 2018, 03:34:07 PM »
BRK just needs to hold on to their shares and AAPL’s share of the company will slowly increase due to buybacks.
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valueinvesting101

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Re: AAPL - Apple Inc.
« Reply #6356 on: May 01, 2018, 04:49:48 PM »
Apple had bought back shares worth $176 billion till Dec 2017 and now reported they have done $200 billion by March 2018. So they have spent about $24 billion in a single quarter.

Berkshire bought about 31 million shares in 2017Q4. Avg. Price during that quarter was around $167 so there is good chance buying continued during 2018Q1 when price went below that number.

Dynamic

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Re: AAPL - Apple Inc.
« Reply #6357 on: May 01, 2018, 11:06:20 PM »
It seems that the analysts downgrading recently got misled by suppliers' numbers due to declining Apple component inventory after the busy holiday quarter, leading to much reduced component sales as Apple adjusted to normal run rate. According to comments on Seeking Alpha analysts usually get all doom and gloom at this time of year. Not sure it's always for this reason, and some suspect nefarious intent.

DooDiligence

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Re: AAPL - Apple Inc.
« Reply #6358 on: May 02, 2018, 04:55:25 AM »
It seems that the analysts downgrading recently got misled by suppliers' numbers due to declining Apple component inventory after the busy holiday quarter, leading to much reduced component sales as Apple adjusted to normal run rate. According to comments on Seeking Alpha analysts usually get all doom and gloom at this time of year. Not sure it's always for this reason, and some suspect nefarious intent.

Who is this SA analyst named Nefarious Intent?
I like the cut of his gibberish.
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Dynamic

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Re: AAPL - Apple Inc.
« Reply #6359 on: May 02, 2018, 10:39:44 AM »
😂 Nice one!