Apple's Earnings Fall Is Completely Unjustified [View article]
Apple can learn a lot from IBM. With falling revenue, margins and even at the treat of missing earnings estimates they manage through buy backs to keep the EPS and the share price growing.
Apple (AAPL): FQ1 EPS of $13.81 beats by $0.37. Revenue of $54.51B (+18% Y/Y) misses by $220M. 47.8M iPhones, 22.9M iPads, 4.1M Macs, 12.7M iPods. Expects FQ2 revenue of $41B-$43B, below $45.6B consensus. Shares -4.3% AH. (PR) [View news story]
Well, they are definitely not into AAPL for the dividend. If the dividend was what they ar e looking for they would have bought Kraft Foods with 4.3 % dividend and very solid if unspectacular prospects for long term growth.
IBM (IBM): Q4 EPS of $5.39 beats by $0.14. Revenue of $29.30B (-0.6% Y/Y) beats by $210M. Expects 2013 EPS of at least $16.70, above consensus of $16.63. Shares +4.1% AH. (PR) [View news story]
One thing to consider is that Buffett became the biggest shareholder in IBM about a year ago. So the Oracle of Omaha must be expecting some long term performance from IBM. He can be wrong, of course, but he rarely is.
Shiller PE Continues To Mislead Investors, S&P 500 Is Fairly Valued In Early 2013 [View article]
By the way, you need to pay attention to that fact that these results can easily be engineered. The simplest thing to look at is the time at which those leaflets were published. Not surprisingly they took as benchmark the stock market fall in 2008-2009...
Surely if they if they took July 1932 as a benchmark, bonds would have greatly outperformed stocks...
I do not contest the fact that by making clever bond investments with the right timing you can have good results.
Just a small correction my "formulas". The values to be compared are (Pcat + MCcat - Z) and (Psan + MCsan - SCRP).
Factoring the down time can be trickier. After all you may lose some great projects if you factor longer tome for completion or pay damages for delays.
Apple's Earnings Fall Is Completely Unjustified [View article]
Do not further load yourself with a stock that will potentially underperform for at least next 1-2 years.
One Rotten 'Apple' Spoils The Barrel [View article]
Still you have to see the signs of sharp deceleration at Apple is not a good omen for such a large company in such a competitive market.
Apple's Earnings Fall Is Completely Unjustified [View article]
Apple (AAPL): FQ1 EPS of $13.81 beats by $0.37. Revenue of $54.51B (+18% Y/Y) misses by $220M. 47.8M iPhones, 22.9M iPads, 4.1M Macs, 12.7M iPods. Expects FQ2 revenue of $41B-$43B, below $45.6B consensus. Shares -4.3% AH. (PR) [View news story]
Apple (AAPL): FQ1 EPS of $13.81 beats by $0.37. Revenue of $54.51B (+18% Y/Y) misses by $220M. 47.8M iPhones, 22.9M iPads, 4.1M Macs, 12.7M iPods. Expects FQ2 revenue of $41B-$43B, below $45.6B consensus. Shares -4.3% AH. (PR) [View news story]
Apple (AAPL): FQ1 EPS of $13.81 beats by $0.37. Revenue of $54.51B (+18% Y/Y) misses by $220M. 47.8M iPhones, 22.9M iPads, 4.1M Macs, 12.7M iPods. Expects FQ2 revenue of $41B-$43B, below $45.6B consensus. Shares -4.3% AH. (PR) [View news story]
IBM (IBM): Q4 EPS of $5.39 beats by $0.14. Revenue of $29.30B (-0.6% Y/Y) beats by $210M. Expects 2013 EPS of at least $16.70, above consensus of $16.63. Shares +4.1% AH. (PR) [View news story]
IBM Earnings Preview: Revenue Growth Needed - Cash Flow Is A Monster [View article]
They do have some growth parts of their business: smart planet, cloud computing, etc.
Perhaps a spinoff of weak growing section would be a good idea.
Norfolk Southern reports fourth-quarter 2012 and full-year results [View article]
Shiller PE Continues To Mislead Investors, S&P 500 Is Fairly Valued In Early 2013 [View article]
Surely if they if they took July 1932 as a benchmark, bonds would have greatly outperformed stocks...
I do not contest the fact that by making clever bond investments with the right timing you can have good results.
Online Payment Companies - Is The Threat From NFC Real? [View article]
Shiller PE Continues To Mislead Investors, S&P 500 Is Fairly Valued In Early 2013 [View article]
Now is the worst time to do it as interests will certainly go up at one point.
So... That's only a curious fact but no guidance for the future.
CAT On A Hot Chinese Roof [View article]
Just a small correction my "formulas". The values to be compared are (Pcat + MCcat - Z) and (Psan + MCsan - SCRP).
Factoring the down time can be trickier. After all you may lose some great projects if you factor longer tome for completion or pay damages for delays.
Shiller PE Continues To Mislead Investors, S&P 500 Is Fairly Valued In Early 2013 [View article]
But as Chuck says current bond prices are an aberration.
Mondelez Better Than Heinz, General Mills, And McCormick? [View article]
I cannot pass a judgment on whether the whole sector is overvalued but will be interested to read your article on that.