boisterousbob

boisterousbob
Send Message
View as an RSS Feed
  • Apple: Say No To A Massive Dividend Increase  [View article]
    I didn't forget.

    I just remembered that the 1.6% after taxes that I received caused a 2% slump in the price of the shares I already owned.

    My brokerage account went down 2% and my checking account went up 1.6%.

    That company "paid" me out of money that I already owned. Then I had to pay taxes on it.

    Why would I want that?
    Feb 11, 2016. 08:02 PM | Likes Like |Link to Comment
  • Apple: Say No To A Massive Dividend Increase  [View article]
    RetiredOne,

    I appreciate your point of view but let's face it after we have paid 20% on our dividends, our share purchase price is going to be pretty similar to Apple's historical purchase price anyway.

    Also let's not kid ourselves, Apple aren't really restricted by blackout periods. We know they're not, so why confuse the issue?

    As fellow shareholder, and just being completely honest, I would far rather have AAPL as a committed buyer than pay someone a dividend when they might well waste that money on a new swimming pool or three new bathrooms rather than buying shares.

    I say scrap the dividend, it isn't fooling anyone, and take this baby private as quickly as possible.

    Anyway, all the best and hope we all make out like bandits.
    Feb 11, 2016. 07:58 PM | Likes Like |Link to Comment
  • Apple: Say No To A Massive Dividend Increase  [View article]
    Forgive me but the dividend payment comes out of cash on hand.

    All things being equal we can expect the shares to decline 2% when the dividend is paid. You can't count it twice.

    It's either in cash on the balance sheet or in your pocket less taxes.

    If it doesn't cause the share price to appreciate by attracting new investors then it's worthless.
    Feb 11, 2016. 06:35 PM | 1 Like Like |Link to Comment
  • Apple: Say No To A Massive Dividend Increase  [View article]
    Ernie,

    China Union pay is catch up not advantage.

    Firstly you have to understand that in China credit card use and acceptance are still quite uncommon.

    Secondly you have to understand that many domestic platforms there already support payments.

    I agree that AAPL is better with UnionPay than without it.

    My point isn't that what AAPL are doing is wrong or bad.

    My point is it that Pay overall doesn't give them nearly as much of an advantage as people on here seem to believe.

    Maybe Apple Pay 2 will surprise us and take over P2P somehow. It isn't going to win any great prizes using existing processors and credit cards.
    Feb 11, 2016. 05:51 PM | Likes Like |Link to Comment
  • Apple: Say No To A Massive Dividend Increase  [View article]
    Well if the vast majority of shareholders are like you then the dividend is a complete waste of money.

    I would think you would be entitled to an opinion on the company wasting 2% of your money.
    Feb 11, 2016. 05:38 PM | 1 Like Like |Link to Comment
  • Apple: Say No To A Massive Dividend Increase  [View article]
    "The "idle" cash is generating investment income for Apple .... that income is greater than the profits earned by most members of the SP500. So the argument that the cash is trash doesn't cut the mustard."

    Color me stupid but I don't think people buy Apple shares because, even though APPL can't spend their money on product or service, they do invest it in some completely non transparent investment strategy instead.

    Even if you love the company as I do, not everything is a positive.

    What next?

    Apple poo doesn't smell?
    Feb 11, 2016. 05:15 PM | Likes Like |Link to Comment
  • Apple: Say No To A Massive Dividend Increase  [View article]
    Ernie, I spend half my life in China.

    I only share honest opinions and results of personal analysis.

    I love AAPL. That doesn't mean I see no risks or opportunities.

    新年快乐!
    Feb 11, 2016. 04:47 PM | 2 Likes Like |Link to Comment
  • Apple: Say No To A Massive Dividend Increase  [View article]
    Ski,

    Your link just goes to a general list of headlines, I'm unclear which one you refer to.

    My point is, as a practical and factual matter, today you can pay with an Android phone at least as often as you can pay with an iPhone.

    It doesn't matter who the manufacturer is or what it says on the Apple website.

    I am glad you have stopped debating security or availability.

    AAPL has no practical advantage in either of these, and is arguably losing their marketing advantage to Samsung.

    In the near future it will be expected and true that just about any smartphone can be used to pay just about anywhere.

    iPhone buyers will still buy iPhone. Android buyers will still buy Android.

    This isn't an advantage to AAPL.
    Feb 11, 2016. 04:42 PM | Likes Like |Link to Comment
  • Apple: Say No To A Massive Dividend Increase  [View article]
    Ernie,

    You can suggest that.

    But you can't suggest the Mac unit volumes are anywhere close to iPhone.

    And you can travel for days or weeks in China without finding an iPhone owner who also owns a Mac.

    Where did all the recent growth come from again?
    Feb 11, 2016. 04:19 PM | 1 Like Like |Link to Comment
  • Apple: Say No To A Massive Dividend Increase  [View article]
    Ernie,

    I don't see it in the share price.

    Is it working?

    Based on your criterion, is 2% better than 0.2%?
    Feb 11, 2016. 04:16 PM | Likes Like |Link to Comment
  • Apple: Say No To A Massive Dividend Increase  [View article]
    Ski,

    AAPL don't keep the card number hidden. Visa does that. It's called network tokenization. It's the same system used by any Android phone.

    I can pay with any Android phone in the US with Citibank, Chase, Well Fargo, Bank of America, US Bank, Capital One, many others.

    The current list covers 60 to 80% of the market depending how you measure it.

    The rest won't be far behind, and given how thin the market is beyond the top 5 or so this is effectively the same coverage as Apple.

    Apple Pay is nice.

    It isn't a reason to buy a phone.
    Feb 11, 2016. 04:04 PM | Likes Like |Link to Comment
  • Apple: Say No To A Massive Dividend Increase  [View article]
    Ski,

    I have paid for a New York taxi with my LG phone.

    LG pay isn't even launched in the US.

    Go figure.
    Feb 11, 2016. 03:47 PM | Likes Like |Link to Comment
  • Apple: Say No To A Massive Dividend Increase  [View article]
    The list of banks is depressing, Ernie. Especially outside the US.

    One big reason banks need to sign up is because they pay a few tenths of a cent to Apple, so they need a commercial agreement.

    Samsung pay is free. Banks don't need to pay for it.

    The draw to the bank is security. The security provided is the same with Samsung (and Android Pay). The security is provided by Visa, not Apple.

    Pay is a nice addition to the Apple ecosystem. That doesn't mean it is a competitive advantage. It isn't.
    Feb 11, 2016. 03:40 PM | Likes Like |Link to Comment
  • Investors bet against stocks tied to home spending  [View news story]
    CDC reports that exposure from the tested flooring is similar to background levels that exist in homes anyway.

    Cross checking with CARB, your oven produces far greater exposure.

    Where is the mass hysteria to stop cooking at home? Think we will see a "DANGEROUS COOKING DON'T BROIL FISH" revelation on TV any time soon?

    CDC advises anyone concerned about their flooring 'to open their windows for a few minutes every few days".

    This CDC report is a huge positive and vindication of the company.

    It also explains why Tilson publicly exited his short.
    Feb 11, 2016. 03:17 PM | Likes Like |Link to Comment
  • Investors bet against stocks tied to home spending  [View news story]
    CDC reports that exposure from the tested flooring is similar to background levels that exist in homes anyway.

    Cross checking with CARB, your oven produces far greater exposure.

    Where is the mass hysteria to stop cooking at home? Think we will see a "DANGEROUS COOKING DON'T BROIL FISH" revelation on TV any time soon?

    CDC advises anyone concerned about their flooring 'to open their windows for a few minutes every few days".

    This CDC report is a huge positive and vindication of the company.

    It also explains why Tilson publicly exited his short.
    Feb 11, 2016. 03:17 PM | Likes Like |Link to Comment
COMMENTS STATS
947 Comments
1,513 Likes