Welcome to Bimmerfest -- The #1 Online Community for BMW related information! Please enjoy the discussion forums below and share your experiences with the 200,000 current, new and past BMW owners. The forums are broken out by car model and into other special interest sections such as BMW European Delivery and a special forum to voice your questions to the many BMW dealers on the site to assist our members!

Please follow the links below to help get you started!

Go Back   Bimmerfest - BMW Forums > Everything Else > Off-Topic

Off-Topic
Everything not about BMWs. Posts must be "primetime safe" and in good taste. No personal attacks allowed. Political posting is restricted to the Political Science forum!

Reply
 
Thread Tools
  #1076  
Old 01-23-2013, 01:34 PM
beewang's Avatar
beewang beewang is offline
Bo-ma-win!
Location: Eugene, OREGON, Home to the Rose Bowl Champion
 
Join Date: Dec 2001
Posts: 7,690
Send a message via Yahoo to beewang
Mein Auto: S62 E39
Good -BYE AAPL!!..

Hello Netflix!!
Reply With Quote
  #1077  
Old 01-23-2013, 01:47 PM
GeneArch's Avatar
GeneArch GeneArch is offline
Living a dream!
Location: So.Cal
 
Join Date: Apr 2005
Posts: 2,786
Mein Auto: 2011 535i
Quote:
Originally Posted by beewang View Post
Good -BYE AAPL!!..

Hello Netflix!!
How you like 'dem Apples

47.8 Million iPhones Sold; 22.9 Million iPads Sold



AppleŽ today announced financial results for its 13-week fiscal 2013 first quarter ended December 29, 2012. The Company posted record quarterly revenue of $54.5 billion and record quarterly net profit of $13.1 billion, or $13.81 per diluted share. These results compare to revenue of $46.3 billion and net profit of $13.1 billion, or $13.87 per diluted share, in the 14-week year-ago quarter. Gross margin was 38.6 percent compared to 44.7 percent in the year-ago quarter. International sales accounted for 61 percent of the quarter's revenue.

Average weekly revenue was $4.2 billion in the quarter compared to $3.3 billion in the year-ago quarter.

The Company sold a record 47.8 million iPhones in the quarter, compared to 37 million in the year-ago quarter. Apple also sold a record 22.9 million iPads during the quarter, compared to 15.4 million in the year-ago quarter. The Company sold 4.1 million Macs, compared to 5.2 million in the year-ago quarter. Apple sold 12.7 million iPods in the quarter, compared to 15.4 million in the year-ago quarter.

Apple's Board of Directors has declared a cash dividend of $2.65 per share of the Company's common stock. The dividend is payable on February 14, 2013, to shareholders of record as of the close of business on February 11, 2013.

"We're thrilled with record revenue of over $54 billion and sales of over 75 million iOS devices in a single quarter," said Tim Cook, Apple's CEO. "We're very confident in our product pipeline as we continue to focus on innovation and making the best products in the world."

"We're pleased to have generated over $23 billion in cash flow from operations during the quarter," said Peter Oppenheimer, Apple's CFO. "We established new all-time quarterly records for iPhone and iPad sales, significantly broadened our ecosystem, and generated Apple's highest quarterly revenue ever."
Reply With Quote
  #1078  
Old 01-23-2013, 02:51 PM
HW's Avatar
HW HW is offline
lurking
Location: was from vancouver, canada
 
Join Date: Dec 2001
Posts: 18,051
Mein Auto: 323ci, manual
are you shorting this yet?

Quote:
Originally Posted by GeneArch View Post
How you like 'dem Apples

47.8 Million iPhones Sold; 22.9 Million iPads Sold



AppleŽ today announced financial results for its 13-week fiscal 2013 first quarter ended December 29, 2012. The Company posted record quarterly revenue of $54.5 billion and record quarterly net profit of $13.1 billion, or $13.81 per diluted share. These results compare to revenue of $46.3 billion and net profit of $13.1 billion, or $13.87 per diluted share, in the 14-week year-ago quarter. Gross margin was 38.6 percent compared to 44.7 percent in the year-ago quarter. International sales accounted for 61 percent of the quarter's revenue.

Average weekly revenue was $4.2 billion in the quarter compared to $3.3 billion in the year-ago quarter.

The Company sold a record 47.8 million iPhones in the quarter, compared to 37 million in the year-ago quarter. Apple also sold a record 22.9 million iPads during the quarter, compared to 15.4 million in the year-ago quarter. The Company sold 4.1 million Macs, compared to 5.2 million in the year-ago quarter. Apple sold 12.7 million iPods in the quarter, compared to 15.4 million in the year-ago quarter.

Apple's Board of Directors has declared a cash dividend of $2.65 per share of the Company's common stock. The dividend is payable on February 14, 2013, to shareholders of record as of the close of business on February 11, 2013.

"We're thrilled with record revenue of over $54 billion and sales of over 75 million iOS devices in a single quarter," said Tim Cook, Apple's CEO. "We're very confident in our product pipeline as we continue to focus on innovation and making the best products in the world."

"We're pleased to have generated over $23 billion in cash flow from operations during the quarter," said Peter Oppenheimer, Apple's CFO. "We established new all-time quarterly records for iPhone and iPad sales, significantly broadened our ecosystem, and generated Apple's highest quarterly revenue ever."
__________________
2010 Acura TSX manual
Reply With Quote
  #1079  
Old 01-23-2013, 03:24 PM
GeneArch's Avatar
GeneArch GeneArch is offline
Living a dream!
Location: So.Cal
 
Join Date: Apr 2005
Posts: 2,786
Mein Auto: 2011 535i
I think the analysts are simply nuts. They've got into this mindset that anything short of revolutionizing the world is simply inadequate for Apple and so they use words like "disappointing" when Apple has record sales or revenues. I don't think Apple could do anything that would actually satisfy the analysts. Someone else pointed out that if Apple unveiled a literal Time Machine, the analysts would complain it didn't travel through time fast enough.

This was the 4th largest quarterly earnings of all time, worldwide.

As an investor, in well before the iPhone, I'm happy with results and analysts are still hanging on to $600 predictions
Reply With Quote
  #1080  
Old 01-23-2013, 03:44 PM
GeneArch's Avatar
GeneArch GeneArch is offline
Living a dream!
Location: So.Cal
 
Join Date: Apr 2005
Posts: 2,786
Mein Auto: 2011 535i
For better perspective.....

Largest Corporate Annual Earnings of All Time
Reply With Quote
  #1081  
Old 01-23-2013, 06:35 PM
HGilmore's Avatar
HGilmore HGilmore is offline
AMV Roady
Location: CR/Cali
 
Join Date: Oct 2005
Posts: 7,462
Mein Auto: F01
Jan 23 2013
AAPL
Close: 514.01 Up 9.24(1.83%) 4:00PM EST
After Hours : 463.49 Down 50.52 (9.83%) 7:59PM EST



Reply With Quote
  #1082  
Old 01-24-2013, 03:02 AM
stylinexpat's Avatar
stylinexpat stylinexpat is online now
Officially Welcomed to the 'Fest
Location: Between California and Asia
 
Join Date: May 2004
Posts: 18,070
Mein Auto: 2009 M3
Boy that MTF that bought at low to mid $80's is one smart MTF..

I had wanted to buy this one for earnings and am kicking myself in the ass for not buying


http://www.google.com/finance?q=NASD...aCzI8iJlAXbxAE
Attached Thumbnails
Click image for larger version

Name:	NFLX.jpg
Views:	41
Size:	117.3 KB
ID:	358996  
__________________
2014 Cayman S
2009 M3 Sold
130i Sold
330ZHP Sold
330 Coupe Sold
Reply With Quote
  #1083  
Old 01-24-2013, 06:28 AM
HW's Avatar
HW HW is offline
lurking
Location: was from vancouver, canada
 
Join Date: Dec 2001
Posts: 18,051
Mein Auto: 323ci, manual
Quote:
Originally Posted by GeneArch View Post
I think the analysts are simply nuts. They've got into this mindset that anything short of revolutionizing the world is simply inadequate for Apple and so they use words like "disappointing" when Apple has record sales or revenues. I don't think Apple could do anything that would actually satisfy the analysts. Someone else pointed out that if Apple unveiled a literal Time Machine, the analysts would complain it didn't travel through time fast enough.

This was the 4th largest quarterly earnings of all time, worldwide.

As an investor, in well before the iPhone, I'm happy with results and analysts are still hanging on to $600 predictions
Same OS for the last 6 years.
__________________
2010 Acura TSX manual
Reply With Quote
  #1084  
Old 01-24-2013, 10:37 AM
HW's Avatar
HW HW is offline
lurking
Location: was from vancouver, canada
 
Join Date: Dec 2001
Posts: 18,051
Mein Auto: 323ci, manual
Quote:
Originally Posted by GeneArch View Post

some sobering comments about the stock ... (in the video)

http://www.cnbc.com/id/100404128

Quote:
Earlier this month, Cramer called Apple a "tough own" and reiterated this sentiment that the Apple ecosystem brings with it a range of concerns and unknowns.
__________________
2010 Acura TSX manual

Last edited by HW; 01-24-2013 at 10:47 AM.
Reply With Quote
  #1085  
Old 01-24-2013, 07:24 PM
stylinexpat's Avatar
stylinexpat stylinexpat is online now
Officially Welcomed to the 'Fest
Location: Between California and Asia
 
Join Date: May 2004
Posts: 18,070
Mein Auto: 2009 M3
Quote:
Originally Posted by HW View Post
some sobering comments about the stock ... (in the video)

http://www.cnbc.com/id/100404128
Their earnings are nothing to sneeze at. They make good money and made good money. Really depends which way the big boys want this stock to move these days. After this stock bottoms out (I am thinking this Friday) should be a good opportunity to get back in for a bounce back up. There should be a good and safe 10% to be made after that.
__________________
2014 Cayman S
2009 M3 Sold
130i Sold
330ZHP Sold
330 Coupe Sold
Reply With Quote
  #1086  
Old 01-24-2013, 11:00 PM
GeneArch's Avatar
GeneArch GeneArch is offline
Living a dream!
Location: So.Cal
 
Join Date: Apr 2005
Posts: 2,786
Mein Auto: 2011 535i
Quote:
Originally Posted by stylinexpat View Post
Their earnings are nothing to sneeze at. They make good money and made good money. Really depends which way the big boys want this stock to move these days. After this stock bottoms out (I am thinking this Friday) should be a good opportunity to get back in for a bounce back up. There should be a good and safe 10% to be made after that.
I'm thinking the same, I'm watching closely for a buy opportunity.

They beat Wall Street, they beat their own projections, they sold 10M more iPhones than the same Qtr the previous year. They have $140B Cash in the bank, they are plenty solid.

I'd prefer they fly under the radar and just do what they do best.
Reply With Quote
  #1087  
Old 01-25-2013, 12:52 AM
stylinexpat's Avatar
stylinexpat stylinexpat is online now
Officially Welcomed to the 'Fest
Location: Between California and Asia
 
Join Date: May 2004
Posts: 18,070
Mein Auto: 2009 M3
Quote:
Originally Posted by GeneArch View Post
I'm thinking the same, I'm watching closely for a buy opportunity.

They beat Wall Street, they beat their own projections, they sold 10M more iPhones than the same Qtr the previous year. They have $140B Cash in the bank, they are plenty solid.

I'd prefer they fly under the radar and just do what they do best.
I am getting ready to pull the trigger on this one and buy some shares. Will see how it goes on Friday.
__________________
2014 Cayman S
2009 M3 Sold
130i Sold
330ZHP Sold
330 Coupe Sold
Reply With Quote
  #1088  
Old 01-25-2013, 01:00 AM
stylinexpat's Avatar
stylinexpat stylinexpat is online now
Officially Welcomed to the 'Fest
Location: Between California and Asia
 
Join Date: May 2004
Posts: 18,070
Mein Auto: 2009 M3
RIMM may one day be owned by the Chinese Lenovo of China looking at putting in an offer on RIMM.

http://www.bloomberg.com/news/2013-0...bile-unit.html
__________________
2014 Cayman S
2009 M3 Sold
130i Sold
330ZHP Sold
330 Coupe Sold
Reply With Quote
  #1089  
Old 01-25-2013, 05:37 AM
stylinexpat's Avatar
stylinexpat stylinexpat is online now
Officially Welcomed to the 'Fest
Location: Between California and Asia
 
Join Date: May 2004
Posts: 18,070
Mein Auto: 2009 M3
I think SIRI should be a good play for earnings. My guess on this is that earnings numbers will be good and either the February 16 or March 16,2013 $3.50 look quite Good. Those on teh conservative side may want to stick with the $3 calls or even stay out of calls all together and just stick with shares.

As of today the February 16 $3 calls are at $.16 and March $3 calls are at $.21 while the $3.50 calls are at $.02 for February and $.05 for March

This should be interesting as many seem bullish on this one.
__________________
2014 Cayman S
2009 M3 Sold
130i Sold
330ZHP Sold
330 Coupe Sold
Reply With Quote
  #1090  
Old 01-25-2013, 05:51 AM
stylinexpat's Avatar
stylinexpat stylinexpat is online now
Officially Welcomed to the 'Fest
Location: Between California and Asia
 
Join Date: May 2004
Posts: 18,070
Mein Auto: 2009 M3
Looks like RIMM is taking a shot at $19 Weekly $18 calls would have been a good buy yesterday as they expire today.

http://www.google.com/finance?q=NASD...ZDlIo3wlAXg4QE
__________________
2014 Cayman S
2009 M3 Sold
130i Sold
330ZHP Sold
330 Coupe Sold
Reply With Quote
  #1091  
Old 01-25-2013, 06:57 AM
beewang's Avatar
beewang beewang is offline
Bo-ma-win!
Location: Eugene, OREGON, Home to the Rose Bowl Champion
 
Join Date: Dec 2001
Posts: 7,690
Send a message via Yahoo to beewang
Mein Auto: S62 E39
Quote:
Originally Posted by stylinexpat View Post
I am getting ready to pull the trigger on this one and buy some shares. Will see how it goes on Friday.
Wouldn't touch it here... you are likely catching a falling knife here today.

Head fake tofay on a "dead cat bounce"... Management was dilusional and unenthusitatic on conference call. No need to buy AAPL here depite the "value" argument.
Reply With Quote
  #1092  
Old 01-25-2013, 08:09 AM
HW's Avatar
HW HW is offline
lurking
Location: was from vancouver, canada
 
Join Date: Dec 2001
Posts: 18,051
Mein Auto: 323ci, manual
Quote:
Originally Posted by beewang View Post
Wouldn't touch it here... you are likely catching a falling knife here today.

Head fake tofay on a "dead cat bounce"... Management was dilusional and unenthusitatic on conference call. No need to buy AAPL here depite the "value" argument.
they need to raise steve jobs from the dead to bring up aapl. they need zombie steve jobs.
__________________
2010 Acura TSX manual
Reply With Quote
  #1093  
Old 01-25-2013, 08:33 AM
stylinexpat's Avatar
stylinexpat stylinexpat is online now
Officially Welcomed to the 'Fest
Location: Between California and Asia
 
Join Date: May 2004
Posts: 18,070
Mein Auto: 2009 M3
MCP was a great buy this morning under $6.90 now at $7.69
__________________
2014 Cayman S
2009 M3 Sold
130i Sold
330ZHP Sold
330 Coupe Sold
Reply With Quote
  #1094  
Old 01-25-2013, 09:22 AM
beewang's Avatar
beewang beewang is offline
Bo-ma-win!
Location: Eugene, OREGON, Home to the Rose Bowl Champion
 
Join Date: Dec 2001
Posts: 7,690
Send a message via Yahoo to beewang
Mein Auto: S62 E39
Quote:
Originally Posted by HW View Post
they need to raise steve jobs from the dead to bring up aapl. they need zombie steve jobs.
AAPL is the next SNE. Great product and top tier for years. Its just gotten so big and hard to have that break-thru OMG hits decade-after decade.

Its gonna be tough to find and resurrect Akio Morita.... or Steve Jobs.. its hasn't happened for SNE, it may not happen for AAPL..
Reply With Quote
  #1095  
Old 01-25-2013, 09:54 AM
stylinexpat's Avatar
stylinexpat stylinexpat is online now
Officially Welcomed to the 'Fest
Location: Between California and Asia
 
Join Date: May 2004
Posts: 18,070
Mein Auto: 2009 M3
Anyone following NFLX ? Under $100 just a few days ago. Up roughly another 15% today at almost $170

http://www.google.com/finance?q=NASD...YjQHIO3kAWSwAE
__________________
2014 Cayman S
2009 M3 Sold
130i Sold
330ZHP Sold
330 Coupe Sold
Reply With Quote
  #1096  
Old 01-25-2013, 10:05 AM
GeneArch's Avatar
GeneArch GeneArch is offline
Living a dream!
Location: So.Cal
 
Join Date: Apr 2005
Posts: 2,786
Mein Auto: 2011 535i
Quote:
Originally Posted by HW View Post
they need to raise steve jobs from the dead to bring up aapl. they need zombie steve jobs.
They had their best quarter ever.. what would Steve have done to change that? The iPhone also increased it's worldwide marketshare by 47%

They had a 38.6 percent gross margin, where most analysts had expected Apple to report in the 37.5 and 38.5% range. Yet this gets lost in the hype...

Last edited by GeneArch; 01-25-2013 at 10:15 AM.
Reply With Quote
  #1097  
Old 01-25-2013, 10:31 AM
stylinexpat's Avatar
stylinexpat stylinexpat is online now
Officially Welcomed to the 'Fest
Location: Between California and Asia
 
Join Date: May 2004
Posts: 18,070
Mein Auto: 2009 M3
Quote:
Originally Posted by GeneArch View Post
They had their best quarter ever.. what would Steve have done to change that? The iPhone also increased it's worldwide marketshare by 47%

They had a 38.6 percent gross margin, where most analysts had expected Apple to report in the 37.5 and 38.5% range. Yet this gets lost in the hype...
Hedge Funds unloading. Could be due for a big market correction soon. Metals selling off too.
__________________
2014 Cayman S
2009 M3 Sold
130i Sold
330ZHP Sold
330 Coupe Sold
Reply With Quote
  #1098  
Old 01-25-2013, 11:03 AM
beewang's Avatar
beewang beewang is offline
Bo-ma-win!
Location: Eugene, OREGON, Home to the Rose Bowl Champion
 
Join Date: Dec 2001
Posts: 7,690
Send a message via Yahoo to beewang
Mein Auto: S62 E39
Quote:
Originally Posted by GeneArch View Post
They had their best quarter ever.. what would Steve have done to change that? The iPhone also increased it's worldwide marketshare by 47%

They had a 38.6 percent gross margin, where most analysts had expected Apple to report in the 37.5 and 38.5% range. Yet this gets lost in the hype...
Gene, I know you and I have had heated discussion on "Wabbitt Season" "Duck Season" between the 2 platforms. I want to make it clear that this isn't one of them.

With respect of wherethe or not AAPL should be trading at what it is right now.. at a normal rationa market, the answer is NO! But this sell-off isn't without a just cause. This sell-off isn't a "hype".

To put it simply, a stock price is the present value of the future expected earnings, as well as a reflection of the earnings growth rate. As such, there is a significant doubt (and emotions) on the ability of current AAPL management to continue on the previously determined growth trajectory.

Furthermore, AAPL was "overowned". It was also over weighted in the indices. A let down on the expectation causes a domino effect of people hitting the exit door.

Lastly, the risk of AAPL becoming the next SNE is very real. That is the tough world of the hardware business. One day its HP, next day its IBM, alienware, SNE and AAPL.. that is on top of the electronic world...

I know its tough to see your longterm investment to take a 50% haircut in just a matter a few months... been there many times myself but to win at this Long Term investing game, you need to have a game plan. Are you perfectly comfortable with the shift in pardigm and have a stock like AAPL to change its identity from Growth category to "Dividend and Income" much like MSFT and INTC has transformed in the last 10~15 yrs?

Personally, I love AMZN and am I big fan. But I exited the stock because I couldn't stick around once the "world domination" thesis of AMZN is completed. I probably sold a lil ' early but that is okay.

Hang in there.. and turn off the TVs. The dust will settle but its ugly until that happens. My techincal analyguess show around $389.

beewang
Reply With Quote
  #1099  
Old 01-30-2013, 04:37 AM
stylinexpat's Avatar
stylinexpat stylinexpat is online now
Officially Welcomed to the 'Fest
Location: Between California and Asia
 
Join Date: May 2004
Posts: 18,070
Mein Auto: 2009 M3
BIDU and OXY earnings.. Who is playing here? My guess is that both of their numbers should be good. Let's see if any one of them disappoints
__________________
2014 Cayman S
2009 M3 Sold
130i Sold
330ZHP Sold
330 Coupe Sold
Reply With Quote
  #1100  
Old 02-15-2013, 08:37 AM
stylinexpat's Avatar
stylinexpat stylinexpat is online now
Officially Welcomed to the 'Fest
Location: Between California and Asia
 
Join Date: May 2004
Posts: 18,070
Mein Auto: 2009 M3
Carl Icahn recently took a big position in Netflix when it was around $80 and not much longer it shot up to $180 and now he just took a big position in Herbalife. Up 12% now who here has the balls to bet on this one with him?
__________________
2014 Cayman S
2009 M3 Sold
130i Sold
330ZHP Sold
330 Coupe Sold
Reply With Quote
Reply

Bookmarks


Forum Navigation
Go Back   Bimmerfest - BMW Forums > Everything Else > Off-Topic
Today's Posts Search
Thread Tools

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is On



Forum Jump


All times are GMT -7. The time now is 11:24 PM.


Powered by vBulletin® Version 3.8.7
Copyright ©2000 - 2014, vBulletin Solutions, Inc.
© 2001-2011 performanceIX, Inc. All Rights Reserved .: guidelines .:. privacy .:. terms