Keep It Simple

Long only, value, deep value, growth at reasonable price
Keep It Simple
Long only, value, deep value, growth at reasonable price
Contributor since: 2012
Great point here to add to your position.
Bill - lots of what ifs here. As the economy improves, less people brew coffee at home. More people are spending $5+ at Starbucks instead.
GMCR, like MCD & ARO do wonderful in down economies when people are in thrift mode. (not driving, not binge shopping and saving gas)
KO will only buyout GMCR if Kold is a hit.
KO purchased 14% in order to control Kold plans and take on SodaStream.
Correction: Icahn's target price as of February was $216. He says he will update his current target price in two weeks.
I highly doubt Icahn sold, considering the fact that he thinks AAPL is worth $203 a share.
Why raise the dividend SO HIGH when you plan on buying back shares?! This is a SMART move on Apple's part. Plus, it sets Apple up for an increase to $2.30 this time next year.
Why raise the dividend SO HIGH when you plan on buying back shares?! This is a SMART move on Apple's part. Plus, it sets Apple up for an increase to $2.30 this time next year.
$2.16 - thank you! Been saying that EXACT increase for months now lol.
The Classic UGG boot is its own category, which means it's not a fad and it's here for the long run. Think heels, flats or flip flops.
LOL. What is your point...
Q1FY14 dividend coverage vs Q1FY15 dividend coverage. What's not to get...
For those of you complaining about what Apple should do with regard to spending more on R&D, reducing buybacks and making hefty dividends:
Go home! Apple's got this...
Find that quote. Otherwise, you're leading people on...
I call BS until I see some numbers from you, Bob...
Share price drops on specific dividend pay dates. Even though you should really be using ex-dividend dates.
Hop to it!
Ah, the old wishful luck thinking lol.
That share price reduction is usually tied to "special dividends" and not ordinary ongoing ones. Go look at AAPL's share price and dividend payment correlation that you speak of and report back...
Bottom Line:
If Apple thinks their stock price is still undervalued, they will continue loading up on buybacks. And they'll continue doing buybacks until they no longer make sense, at which point they will focus on major dividend increases.
We'll have to wait for a republican to take the President's seat before we see any repatriation...
For those of you butchering AAPL's dividend history:
2012 = $1.51 per year split adjusted
2013 = $1.74
2014 = $1.88
The increase from 2012 to 2013 was 15.1%. 2013 to 2014 was a 7.9% increase, but Apple had a splendid Q1FY15 and a 15% increase to $2.16 is more than covered by $3.06 in earnings. We are talking 142% covered vs last year's 110%.
A 6.4% increase to $2.00 is way too low...
Expect a 15% raise to $2.16. This will setup next year's 15% increase to $2.50.
I believe KO is in the midst of a major transition and is not the same guaranteed success story that it was in the past. KO needs to continue to reinvent itself in order to push past the ever-growing reduction in cabonated drink consumption.
Bottom line, since 2009 I've owned a substantial amount of KO that has been paying a healthy dividend. As a long-term investor, I am relatively concerned about KO's continued dividend growth. The past 50 years have been a phenominal growth period, but the next 50 might not be for KO. At current prices, KO is neither a bargain nor overvalued. KO is fairly priced. Holding.
"We plan to triple the number of Apple Retail Stores over the next two years."
I wonder if Tim was only talking about China here.
Bill - Great article as always. I also came to the conclusion that Apple will raise the dividend to $14/year. A nice 3.5% yield for those lucky enough to get in around $400 last year.
Looking forward to tomorrow's shareholders letter.
There's nothing like a good troll. ;)
Who reads 6 month old articles? LOL.
All emotion and nothing worthwhile to back up anything you say. Awesome job!
It's China Mobile. And I'm hearing the 18th under a new to-be-named subsidiary.
I love how market share is what's important to Wall Street. Meanwhile, 66% of Android's 81% smartphone share are junk phones selling for $215... Source: IDC - http://bit.ly/1iiK1X3
Nailed it, jjkiam.
Samsung is not a business, it's a sham and karma is a ____.
Heard about that ice cream sammy sellout too.
iWatch and iTV will be huge announcements in 2014.
Windows phone OS is horrible. I've used it first-hand. Very unintuitive and ugly. As is it will never be a major player.