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AAPL
Apple Inc. - NASDAQ

4/23/2014, 3:46 PM ET
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  • The Real Premium Smartphones Are Not iPhones
    Michael Blair Today, 9:58 AM 121 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 Today, 3:55 AM 33 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 Yesterday, 3:11 PM 124 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.
  • Earnings Preview - Apple Q2 2014
    Selerity Research Yesterday, 1:25 PM 9 Comments

    Summary

    • Apple, Inc. (AAPL) is slated to report 2Q 2014 earnings after the bell on Wednesday, April 23rd.
    • Earnings Per Share (EPS): Apple normally reports a “clean” number to compare with. The current Street estimate is $10.19 (range $9.65 to $10.69).
    • Revenues: Company guidance is for $42 bln to $44 bln. Analysts expect a 0.2% decline y/y to $43.53 bln (range $41.76 bln to $44.50 bln).
  • Apple: Flat EPS, Blah Revenue Growth
    Stock Traders Daily Yesterday, 12:16 PM 30 Comments

    Summary

    • Apple is scheduled to release earnings on Wednesday.
    • EPS growth is expected to be flat compared with the same quarter last year.
    • However, support is holding, and if it continues AAPL can move higher.
  • I Won't Sell My Apple Stock Below $1,000 - Still Potential To Double From Here
    Achilles Research Yesterday, 9:07 AM 114 Comments

    Summary

    • Apple is a high-growth stock at a discount valuation.
    • Despite being a consumer electronics industry leader with strong free cash flow growth prospects, the company trades at merely 11 times earnings and 9 times estimated free cash flow.
    • Apple's gigantic cash pile provides a solid margin of safety while share repurchases represent additional value.
  • Apple Is Running Out Of Cash To Raise Its Dividend
    ChuckJones Mon, Apr. 21 111 Comments

    Summary

    • Apple spent almost 80% of its U.S. generated cash in fiscal 2013 on dividends.
    • The company will be limited in how much it can raise its dividend.
    • A smaller than expected dividend increase may disappoint investors.
    • Taking on debt to fund dividend payments is not a sound business decision.
  • Apple's June Quarter Guidance Could Cause A Downdraft In The Shares
    ChuckJones Mon, Apr. 21 75 Comments

    Summary

    • Sell-side analysts are hinting that the June quarter guidance will be lower than expected.
    • I believe revenue guidance could show negative growth vs. the 8% the Street is expecting.
    • My modeling has EPS guidance in the low $7’s, and the low end of the range could have a $6 in the front.
  • Apple Earnings Preview: We've Heard This Story Before
    Bill Maurer Mon, Apr. 21 37 Comments

    Summary

    • Apple is about to report quarterly earnings.
    • Revenues and EPS shouldn't be too different from last year's period.
    • The iPhone needs to shine, and the China Mobile launch could help.
    • Q3 guidance could be light, and investors are expecting more capital returns.
  • A Sneak Peek At Apple's Earnings
    Quoth the Raven Sat, Apr. 19 60 Comments

    Summary

    • It's earnings season again for the largest and most fundamentally sound company in the world, Apple.
    • The focus this quarter is going to be less on the numbers, more on the coming product line and innovation.
    • Apple remains a stellar long-term vehicle for investment growth, sheltered by the security blanket of a massive cash position and a dividend.
  • Apple Earnings Preview: Fiscal 2014 Tough; Fiscal 2015 Looking Better
    Brian Gilmartin Sat, Apr. 19 71 Comments

    Summary

    • Forward estimates indicate AAPL is now a mid to high-single-digit grower.
    • Fiscal 2015 looking slightly better in terms of EPS growth.
    • The big question remains how the $176 per share in cash is going to be spent.
  • Apple: The Case Against A Dividend Increase
    Marc Gilbert Fri, Apr. 18 85 Comments

    Summary

    • With shares undervalued, buybacks are a better option.
    • Dividends are less flexible during economic downturns.
    • Yes, buybacks do increase the share price.
  • Dispelling Market Misconceptions Of Apple
    Romano Bastianpillai Thu, Apr. 17 61 Comments

    Summary

    • Apple is still growing.
    • Profit share is more important than market share.
    • Revenue % change is misleading.
  • Could Guru Fund Managers Be Right On Apple Again?
    GuruFundPicks Thu, Apr. 17 71 Comments

    Summary

    • Apple shares have gone nowhere for two years. Question for newer investors is whether this is consolidation before a rise up to highs, or if Apple's heyday days are over.
    • Apple's discount valuation and growth potential related to new product launches, especially in wearable tech, make it an attractive play, despite concerns about its waning competitive edge vs. androids.
    • Gurus and other leading fund managers are buying Apple again en-masse in the last two quarters, signaling their bullishness about appreciation from current price levels.
    • Leading fund managers correctly predicted Apple's fall from the $700 level two-years ago. Could they be right again? We think so, and believe upside to be $700 in 12-18 mos.
  • Will Apple Ditch Google For Yahoo Search? Never Say Never
    David Alton Clark Thu, Apr. 17 42 Comments

    Summary

    • Rumor has it, that Marissa Mayer wants Apple to ditch Google as its default search engine in favor of Yahoo.
    • Apple is laser focused on quality and will not switch for any other reason.
    • Google's search engine technology is light years ahead of Yahoo's current offering.
  • Apple Faces A Problem And Increasing Prices Will Make It Worse
    Paulo Santos Mon, Apr. 14 357 Comments

    Summary

    • Apple is rumored to be asking $100 more for its latest iPhone 6.
    • This is a problem, because Apple has lost its ecosystem advantage and its phones are already too expensive.
    • While the larger display is welcome, a larger price will make the share problem larger at a point where Android is already dominating.
    • There seems to be no way out for Apple. Either it sacrifices margins or volume, and both are bad outcomes.
  • Apple's Plan To 'Take By Storm' The Smartphone Market In 2014 Materializes
    David Alton Clark Sun, Apr. 13 148 Comments

    Summary

    • Apple is rumored to release two new iPhones later this year.
    • Reports suggest pent up demand for the 5.5-inch high-end version could be enormous.
    • Apple appears to be gearing up for a major marketing blitz.
    • Apple still trades for a dirt cheap valuation.
  • Apple's Laptop Opportunity
    Mark Hibben Fri, Apr. 11 87 Comments

    Summary

    • JPMorgan analyst Rod Hall has estimated the size of the market for $500-$1,000 laptops to be $63 billion in 2013.
    • Apple has no laptop offerings below $999, but Hall suggests that an iPad with a keyboard could address this market.
    • I believe Apple would address this market more effectively with a lower cost MacBook based on Mac OS X.
    • To lower its cost, Apple could build a MacBook with Mac OS X running on an Apple ARM processor.
  • Apple, Google And GE - Which One Of These Things Is Not Like The Others
    Markos Kaminis Thu, Apr. 10 62 Comments

    Summary

    • Apple is valued at a significant discount to relative peers Google, and yes, GE as well.
    • Apple is discounted despite sporting better growth expectations and a nice dividend to boot.
    • If Apple conveys its message more like Google and GE, I expect it could garner a valuation more like those two.
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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