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AAPL
Apple Inc. - NASDAQ

4/24/2014, 10:39 PM ET
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  • Apple: China Delivers
    Feria Investor Today, 2:17 PM 25 Comments

    Summary

    • Apple earnings release were widely lauded and have sent the stock price a leg higher.
    • The last 6 months have seen a tight range and holding pattern for Apple stock.
    • China and Japan help Apple beat estimates and set revenue records for the March quarter.
  • Positives Are Mounting For Apple
    Bret Jensen Today, 10:50 AM 30 Comments

    Summary

    • Apple is shooting higher in trading Thursday on a stellar earning report.
    • In addition to solid earnings the tech giant is increasing its dividend and its stock buyback authorization.
    • Even with its rise today, the shares remain a compelling value and additional positive catalysts should buoy the stock further in the second half of the year.
  • Ladies And Gentlemen, May I Introduce To You The Financial Engineer Of The Year: Apple Inc.
    Achilles Research Today, 10:20 AM 20 Comments

    Summary

    • Apple is getting really serious in terms of financial engineering.
    • Share buybacks, dividend increases, stock splits will all provide tailwinds for Apple's stock.
    • Financial engineering measures such as debt-financed share buybacks below intrinsic value are even better news than iPhone sales growth.
  • Apple: Let Us Not Get Overexcited
    Tradevestor Today, 10:11 AM 81 Comments

    Summary

    • Apple reported great earnings but perhaps investors are making too much out of it.
    • Dividends, buyback and splits are great but not game changers.
    • With a near 10% move, the stock might have overreacted already.
  • After The Split, Is Apple Ready To Become A Dow Stock?
    Dave Dierking Today, 9:25 AM 29 Comments

    Summary

    • Apple may have removed the biggest hindrance to joining the Dow Jones Industrial Average - its stock price - by announcing the 7-for-1 stock split.
    • CEO Tim Cook said that the split was done “to make Apple stock more accessible to a larger number of investors.”.
    • After the split, Apple would maintain a middle of the pack weighting in an updated Dow Jones index.
    • Cisco, Microsoft and Intel could be prime candidates for removal from the index.
  • At Last, Apple Pleases The Market
    Mark Hibben Today, 8:51 AM 8 Comments

    Summary

    • After Apple's earnings conference call on Wednesday, the stock popped 7.9% after hours.
    • Financial performance was strong, with revenue up 4.6% y/y and EPS up 15%, led by iPhone sales of 43.7 million units, above analysts' expectations.
    • Apple also announced an expanded capital return program and 7 for 1 stock split.
    • Although no new products were announced, Cook directly confirmed that they are in the works, and we could see them previewed as early WWDC in June.
  • The 5 Reasons Apple's Earnings Report Was Huge
    Jay M. Taylor Today, 7:23 AM 43 Comments

    Summary

    • Apple's earnings report is a big deal and represents a shift in shareholder-friendliness.
    • There are five key reasons Apple's earnings report was so impressive.
    • Above all, this latest peek inside of Apple shows that the money-making machine is alive and well.
  • Apple Beats Estimates And Bear Arguments
    Quoth the Raven Today, 7:18 AM 12 Comments

    Summary

    • Apple destroyed estimates on both lines, crushing EPS and revenue estimates.
    • The company unleashed the floodgates on one of the most massive shareholder-friendly initiatives in the history of the world, raising its buyback to $90 billion and issuing a 7:1 split.
    • iPhone numbers and iTunes numbers continued to grow hungrily and aggressively.
    • No product, no problem! Apple is still extremely undervalued at its current multiple.
    • Bear arguments about a weak product cycle quarter, waiting for the iPhone 6 negatively effecting iPhone sales, and lack of a product have all been annihilated.
  • Apple Q2 Review And Q3 Outlook
    Michael Blair Today, 7:10 AM 78 Comments

    Summary

    • Apple turned in an impressive Q2 with iPhone sales well ahead of expectations.
    • A stock split, a higher dividend and a larger buyback added icing to the cake.
    • Q3 guidance was quite muted but expectations for a September launch of iPhone 6 may be the reason.
    • It is time to lick my wounds before deciding future trades.
  • Apple: What Do The Bears Say Now?
    Bill Maurer Today, 12:16 AM 92 Comments

    Summary

    • Apple destroyed estimates on top and bottom lines.
    • The iPhone critics have gone into hiding.
    • Buyback raised by $30 billion. Dividend also raised.
    • Company announced 7 for 1 stock split.
  • Cook Does Icahn's Dirty Work At Apple
    George Acs Today, 12:02 AM 152 Comments

    Summary

    • Apple's stock split and increased dividend expand its dependence on financial engineering.
    • Lack of product innovation, clear strategy and questionable leadership evoke images of Microsoft.
    • The opportunities in Apple shares may, however, be greatly enhanced.
  • Apple Hits A Home Run
    Seeking Profits Yesterday, 11:40 PM 31 Comments

    Summary

    • Apple reported earnings that easily beat Wall Street estimates thanks to strong iPhone sales.
    • Gross margins also jumped year over year, and the iPhone launch in China should power growth in coming quarters.
    • Apple also added $30 billion to its buyback, upped its dividend 8%, and announced a 7-for-1 stock split.
    • At 9x earnings, shares are attractive at current levels.
  • Apple And Microsoft Share A Dirty Little Secret
    Richard Berger Yesterday, 9:30 PM 29 Comments

    Summary

    • Apple and Microsoft key fundamental value metrics trends have broken since early 2012 but prices have ignored this.
    • Apple cash from operations trend abruptly changed from soaring to flat and remains there since the 1st quarter 2012. Microsoft went from slow growth to decline for the same periods.
    • P/E ratios of both companies are appropriate for mature technology with slow growth. They are as much as 50 percent too high for no growth cash cows.
    • Dividend yield rates for both companies are well below what they should be for no growth cash cows.
    • Room for significant dividend hikes leaves room for share price advance even at a higher 3.3% yield rate.
  • The Real Premium Smartphones Are Not iPhones
    Michael Blair Yesterday, 9:58 AM 264 Comments

    Summary

    • There are some truly premium smartphones.
    • These phones are priced in the thousands of dollars.
    • They are not iPhones or Galaxies.
  • Apple: Earnings Expected Flat, Growth Ahead For 2014
    Tri Duong Yesterday, 3:55 AM 47 Comments

    Summary

    • Apple's Q2 2014 Earnings Report is expected to similar to Q2 2013.
    • Surveys show high demand for a larger 4.7" iPhone 6.
    • Apple's iPhone 6 will significantly increase hardware and software sales.
  • Why Apple Is Heading To $700
    Wall Street Playbook Tue, Apr. 22 130 Comments

    Summary

    • Regardless of what the second-quarter numbers say, remember Tim Cook has remained aggressive with his share buybacks and dividends.
    • Investors should expect continued aggressiveness from Cook in the next 30 days, which should drive Apple shares higher.
    • I also expect Apple to raise the dividend and double the buyback program to $120 billion.
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Company Description

Apple Inc designs, manufactures, and markets personal computers, mobile communication devices, media devices personal computers, and portable digital music players, and sells various related software, services, peripherals and networking solutions.

Sector: Technology
Country: United States