GPRO and AAPL buyout?

[wuufer001]

Any speculations or thoughts on this 'possible' buy out?
I jumped onto AMBA a couple of weeks back to see what would happen but haven't seen or heard much

[shivaswrath]

Originally Posted by wuufer001

Any speculations or thoughts on this 'possible' buy out?
I jumped onto AMBA a couple of weeks back to see what would happen but haven't seen or heard much

I wouldn't be surprised, but rumors are rumors...hopefully GPRO will tick up....been brutal this uear

[wuufer001]

Very brutal,
the Session really flopped, and there is not much more info or news on the drone. GPRO has been very quiet recently

[EALm4]

Check out http://f80.bimmerpost.com/forums/sho...d.php?t=547671 for the latest

[RickFLM4]

No idea if it is realistic but tend to doubt it. I'm really glad today I sold GPRO last week when price bumped on the rumor / speculation.

[ASBSECU E93]

I'm LONG on AAPL.....have been since 2002...

Nothing makes sense as to why they are not trading higher - SMH.

All they do is print money and sell a shit ton of iPhones....YEAR OVER YEAR....

[M3Bimmer77]

im just waiting for Apple to pick up again. It should in the next 2-3 weeks.

[BayMoWe335]

GPRO investors shouldn't wait on AAPL to rescue a stock that was a true bubble.

GPRO, while a novelty for wearable tech, provides absolutely nothing proprietary or revolutionary. Their quality is meh and AAPL, Canon, or any company with access to cameras can duplicate their model.

That said, AAPL is the most mystifying stock in the market. They cannot do anything the market likes enough, yet AAPL is the company EVERY other company wants to be.

They are going to make $60B (YES BILLION) in PROFIT in 2016, yet AMZN trades at 1,000 times earnings.

[ASBSECU E93]

^ THIS!!!!!!!!

Fuq's sake, YES.

[BayMoWe335]

AAPL grew at 30% this year, and still trades at <10 times 2016 earnigs.

Can anyone explain why MSFT trades at almost 40 times earnings? The Surface? ALl of their 2% market share? The Surface may be great and getting better, but it's still expensive as hell and EVERYONE still wants an iPad instead. Even if the iPad has been slowing lately, it DOMINATES the tablet market. This is one of the most bearish arguments people make on AAPL and I just don't see it.

I mean, fuck. For whatever reason, MSFT has broken out over the last couple years and I see no reason for it. If anything, AAPL is starting to be a real competitor to Windows, as Macs continue to grow every year. Windows still owns the Enterprise, but I can't see justification for the high multiple.

[BayMoWe335]

Fuck this market. Makes no sense. Just have to be zen and wait for the tide to turn. Makes no sense for an A+ company like AAPL to trade like it has this year. Utter bullshit.

But as a good friend told me, "My friend, it really doesn't matter if it's logical or not. The price is the price."

[ASBSECU E93]

Originally Posted by BayMoWe335

Fuck this market. Makes no sense. Just have to be zen and wait for the tide to turn. Makes no sense for an A+ company like AAPL to trade like it has this year. Utter bullshit.

But as a good friend told me, "My friend, it really doesn't matter if it's logical or not. The price is the price."

Agree - and when you look back at the historical movement of the index.....it may come down, but it has always gone higher...

Like you said - it's about patience, but also timing.

[P1]

I bought GoPro at the wrong time. Still pissed about it.

[wuufer001]

^same here, but got rid of it, atleast was a breakeven,
then i jumped to AMBA, hopefully something good will happen down the road. i am quite confident, but we shall see

[BayMoWe335]

And AAPL down again on an up day. Just sickening. These analysts keep "cutting" their iPhone estimates, pressuring the stock. When have these analysts ever been right on AAPL?

[JasonCSU]

Originally Posted by P1et

I bought GoPro at the wrong time. Still pissed about it.

Count me in with that group.

[BayMoWe335]

Crying.

[bueller]

Originally Posted by ASBSECU E93

I'm LONG on AAPL.....have been since 2002...

Nothing makes sense as to why they are not trading higher - SMH.

All they do is print money and sell a shit ton of iPhones....YEAR OVER YEAR....

Whenever I hear analysts talking about  there is always a but, as in they go through the numbers then mention a ...but. I think the concern is that they used to be a computer company, then the iPhone took off now they are mainly a phone device company (62.54% of revenue MRQ).

The market follows trends, I think there is a lingering suspicion in people's minds that the iPhone is a fad or trend. I don't think it is that simple, but they sell more every year. If Apple were to announce a contraction in iPhone sales, look out below! (then it will rally back when people realize the still make a s#it ton of money, their margins are almost 40%, which is crazy!!!)

The problem is Apple has not been able to gain traction in other verticals. They have never been good at, and still can't seem to figure out web services, and while they have not been idle, they have come out with new products, I really like my new Apple TV (Mainly for the PLEX client), it will be almost impossible for them to satisfy the financial market.

Compare Apple Music to Spotify or Slacker or evan Tidal, Apple Music has some upsides if you are an Apple user (which I am) however, just about every other service is better for streaming music. Compare Siri to Google Now and Cortana -- Siri is not my primary choice for actual helpful information. If you want smart ass responses and stupid quips, when it is unable to answer something, Siri is your best bet. If you want to ask a question and get pertinent information back, Google is the way to go, you just might be getting pertinent advertising sent your way shortly thereafter, (Pro Tip - Don't ask Google 'give me directions to the nearest rub and tug to me?').

I have not met many people that do not feel that iTunes is a bloated less than stellar app, a jack of all trades and master of none. In the past year a number of Mac evangelist, Marco Arment types have come out openly criticizing Apple's software.

They have also made some questionable acquisitions, 3 billion for Beats, WTF?

Apple makes tons of money, sure, I think the underperformance of their stock in relative terms can be attributed to a risk premium being deducted. I think analysts see a company with a hit product, they are waiting for the next hit product and they are not sure it will be an Apple product.

There is also the question of saturation, I upgraded to the 6S Plus from a 6, I am happy I did, but it was an incremental upgrade. Moore's law has become somewhat moot as my Macbook Pro boots up in 7 seconds, and while a 20% increase would bring it to 5.8, 7 is plenty fine. Current hardware is ridiculously powerful, I have had all of the iPhones, the 3G to the 4 was a huge jump you could really notice, the 5s to the 6 was a big difference in hardware, and I am sure it is faster, I just didn't notice as the 5s is still a pretty quick device if you are not editing video or something like that.

My point is that most markets for everything level off, the phone market is also a fickle market, just look at Samsung, Motorola, HTC, Nokia and Blackberry. Blackberry, while a shadow of it's former self, it has reinvented itself as a software company, chances are if you have a car with iDrive 2008+ the core OS is QNX, point is they make very few phones. While nothing is impossible, in the past companies making phones have had spectacular runs, while some have contracted and stayed in business, they have done so after a painful devaluation. Take a gander at a 5 year chart of HTC or Nokia, I am not saying this is what is necessarily going to happen to Apple, I am just pointing out this is the perceived risk.

Apple is no longer being valued as a growth company, it is being valued like an industrial or commodity company. I am not saying this is correct, it is trading at a current PEG of .82, so undervalued using that metric. If you are into charts, there is a classic head and shoulders pattern indicating pain to around the 90 level.

I hope the analysts are wrong, Apple is a pretty large holding of mine, although I have been trimming in the high 120s over the past year. I have used Apple stuff since 1987. I was actually a Apple Authorized consultant for a while when I used to design IT systems for law firms. I really hope that they have continued success, but I would not bet my retirement on AAPL.

B.

[bueller]

Originally Posted by BayMoWe335

And AAPL down again on an up day. Just sickening. These analysts keep "cutting" their iPhone estimates, pressuring the stock. When have these analysts ever been right on AAPL?

Same thing happened last year. They announced earnings and the stock was up 30% in less than a month. It has been sideways from there, but still. It's a long way to Jan 26, they might crush it! Q1 has historically been their strongest quarter last year they beat estimates by 17%.

Wishing us all the best!

B.

[Patrick303]

Eh, consider it discount pricing. Apple is still a very cheap stock relative to earnings and the growth and balance sheet are phenomenal.

[Merlin_83]

Originally Posted by P1et

I bought GoPro at the wrong time. Still pissed about it.

Oh my gosh, so glad I am not the only one. I bought GoPro - at about $51 and then it hit around $64...and was like duh..it'll keep going. I am now so down in the hole on this stock I have to keep for quite awhile to even kinda/sorta break even (unlikely)

Oh and I bought AMBA too...cause I'm an idiot....oh well it'll all work out....riiiiight (nervous laugh)

[E90Alex]

GPRO hurt me as well :/