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Join Date: Apr 2002
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AutoBahned
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you subscribe to a newsletter that finds the best managers - and over many years, not just 1 year
- Like I said do a search here for more info - if you are too lazy, then you get what you sow |
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Join Date: Jul 2000
Location: So. Calif.
Posts: 19,910
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This article may provide some stock tips and trends while also citing some historical stock values for comparison (e.g Amazon.com).
Will eBay Economics isn't a science. Too many variables after the basics. Sherwood |
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Former Options Trader !!!
Join Date: Feb 2003
Location: Bucks County PA
Posts: 6,756
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As a former institutional trader I have enjoyed reading this thread on and off for a while.
The same debates go on in all circles, meaning I see similar threads on other forums I subscribe to. There are some "givens" or very close to it. Fund managers are not going to consistently outperform the SanP 500, and past performance is surely not a guarantee of future performance. The rest is up to you but keep a couple things in mind. What is your goal? What is your time horizon? With those two in mind figure out your risk tolerance. The interesting thing about the modern markets... and to me "modern" started about 10 years ago with the proliferation of ETF's and derivatives on ETF's... the byproduct of which is measurably lower volatility in the market. Look at a 20 year chart of the VIX (SandP 500 VIX). What passes for high volatility these days was considered pretty low 7 to 10 years ago. There are so many more layers in which institutions can hedge or lay off risk now, that the overall risk in the market has become diluted. I am not a stock picker, at least not a very good one, I have never had to be. I own about a dozen individual names but for the most part I am not in them because of my own research. I chose them because of my ties to the company or institutions who I maintain a relationship with are deep into them. Other than that as far as equities, I am in a number of ETF’s. Having been a derivatives trader for 20 years I still have a large % of my net liq in a portfolio which is basically a series of options plays with either ETF’s or Futures as the underlying and hedge.
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Current:88 Guards Red Coupe, 89 Coupe Track Rat, 76 Caddy Eldo Convert. 2015 Aprilia Tuono Wrecked 1987 Targa Guards Red, 2003 Ducati ST4S Sold 1987 Granite Green Targa, 993's, 93 RSA, other 964 coupes, 89 911 Turbo Ruf mods, 90 e30 M3, 07 BMW R1200S STOLEN 94 Speedster |
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Apple buys back $14 billion of shares in two weeks since results... Apple buys back $14 billion of shares in two weeks since results - Yahoo Finance
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76' 911s Signature Edition |
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Now in 993 land ...
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FWIW, I bought a 5s, so stock should go up as soon as it hits the quarterly results.
![]() Living in the Bay Area, I appreciate what a large US employer Apple is, regardless of the China based manufacturing, and they definitely have the Koreans beat in that respect. I also appreciate their workmanship and design, after handling every phone in the store. G |
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Join Date: May 2001
Location: Tarzana, CA / Oxnard, CA
Posts: 966
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They just moved Mac Pro manufacturing back to the US. The company doesn't seem to get much credit for doing this.
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Ron '88 Coupe (formerly) |
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Information Junky
Join Date: Mar 2001
Location: an island, upper left coast, USA
Posts: 73,189
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'Dear climate-change deniers, please don’t buy shares in APPLE'...
Tim Cook explains how anyone skeptical of AGW should go away from Apple. ...and Apple doesn't care about profit. Luck for him that Apple doesn't sell disposable tech built in the least environmentally friendly country. ...oh wait. Hey LOOK - they are designed in California! ...pay no attention to that steady plume behind the ocean. Seriously, this is NOT a good sign for AAPL.
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Everyone you meet knows something you don't. - - - and a whole bunch of crap that is wrong. Disclaimer: the above was 2¢ worth. More information is available as my professional opinion, which is provided for an exorbitant fee. ![]() |
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AAPL bashers are the new fanboys. I chuckle every time a basher insists the sky is falling.
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Join Date: Jul 2000
Location: So. Calif.
Posts: 19,910
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If you have no objection to corporations whose business strategy is solely about the return on investment (ROI), then you have a large group of other investment choices. Apple has a strong voice, but only indirect control as to the business practices of a vendor with the size of a FoxConn (Taiwan), whose customer list includes Apple as well as other companies, some of which you may have heard of: • Acer Inc. (Taiwan) • Amazon.com (United States) • Apple Inc. (United States) • BlackBerry Ltd. (Canada) • Cisco (United States) • Dell (United States) • Google (United States) • Hewlett-Packard (United States) • Microsoft (United States) • Motorola Mobility (United States) • Nintendo (Japan) • Nokia (Finland) • Sony (Japan) • Toshiba (Japan) • Vizio (United States) • Micromax Mobile (India) Foxconn - Wikipedia, the free encyclopedia Let us know about the bottom line policies of the other companies on the above list. The following link might help investors choose corporations whose policies are more in line with their sensibilities, not that they all adhere to their official statements: Business & Human Rights : Policies Of equal value could be the corporations absent on that list (yeah, APPL isn't on the list). And since this is an automotive-related forum, see how many auto manufacturers are on the above list, US-based and otherwise. Sherwood |
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Banned
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15 Year Member
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The first sign of trouble was when this internet thread was started. The second thing was the quick dive in its share price (now recovered to down only $174/share). AAPL has lost 25% of its value since the Sept, 2012 high while its free cash flow has also decreased in the last 12 months.
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Information Junky
Join Date: Mar 2001
Location: an island, upper left coast, USA
Posts: 73,189
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Oh, I agree. -laughable that they are not profit motivated.
Here is what the CEO said: “If you want me to do things only for ROI [return on investment] reasons, you should get out of this stock.”.... “When we work on making our devices accessible to the blind, I don’t consider bloody ROI.” ...I? hmmm... Really? ...not even for PR? What this reinforce, in my mind, is that Apple has more money than they know what to do with. --Really, it is completely ridiculous. - like giving the kids on the corner lemonade stand 500 million dollars to grow their business. ...cover more street corners. I did see that Apple was buying back stock. Maybe they would like to buy at a lower price. I dunno. Sure seems to me that a CEO going out of his way to insult both buyers and investors is not smart. ...Yes, I know, his insults will reinforce the feel-good of the anti-conspicuous-consumption crowd who hate polluters. . .and paradoxically buy and invest in disposable electronics. But this just opens an unnecessary can of worms. - Why? PS, my above link was on the highly viewed Drudge report (yesterday & today; up high). - thought you AAPL fan-boys would like to know.
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Everyone you meet knows something you don't. - - - and a whole bunch of crap that is wrong. Disclaimer: the above was 2¢ worth. More information is available as my professional opinion, which is provided for an exorbitant fee. ![]() Last edited by island911; 03-03-2014 at 01:12 PM.. |
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AutoBahned
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Why? Because most buyers of Apple products are normal humans, not climate deniers.
Many want their money to go to support businesses who don't pollute, operate sweatshops, etc. No Apple is not perfect. |
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Information Junky
Join Date: Mar 2001
Location: an island, upper left coast, USA
Posts: 73,189
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I swear, like religious zealots... Look, NO ONE denies that climate changes.
If your AGW is so righteous and correct, why then the ridiculous campaign of re-labeling AGW skeptics something as ridiculous as "climate deniers." ? All that the AGW skeptics are saying is "You CO2 Pollyannas seem to be confused about the sky falling. - it hasn't. 2014 and -contrary to the dire predictions- we still see a little winter snow. The ice caps are fine.. And you CO2 Pollyannas have had decades to prove correlation. - let alone causality. still nada. stfu until you have something."
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Everyone you meet knows something you don't. - - - and a whole bunch of crap that is wrong. Disclaimer: the above was 2¢ worth. More information is available as my professional opinion, which is provided for an exorbitant fee. ![]() |
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'79 911SC TARGA
Join Date: Mar 2008
Location: BAY AREA CALIFORNIA
Posts: 156
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I believe in money more than I do climate change. I will keep my stock, thank you.
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CROW '79 911SC TARGA '05 BMW 525i '98 HARLEY HERITAGE SPRINGER '11 Ford Edge |
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What Tim Cook actually said:
"No, I wouldn’t be willing to say that because we do things for other reasons than profit motives. We do things because they are right and just and that is who we are. That’s who we are as a company. I don’t… when I think about human rights, I don’t think about an ROI. When I think about making our products accessible for the people that can’t see or to help a kid with autism, I don’t think about a bloody ROI, and by the same token, I don’t think about helping our environment from an ROI point of view. It’s not how I look at it. My simple point was if you did only look at it in that way for the Maiden data center, the same decisions would have been made and so there are cases where you can see these two spheres connecting but I’m not going to say that that’s all I’m going to do by any means. I don’t look at it that way. Just to be very straightforward with you, if that’s a hard line for you, if you only want me to make things, make decisions that have a clear ROI, then you should get out of the stock just to be plain and simple… Thank you. I think it’s so important to remember that the Apple brand stands for something and you can’t take each piece of it and say, “This has a 20% ROI and this has a 15, and you shouldn’t have given this $100 million to education,” and all this kind of stuff. That’s not the way we look at it. It’s not who we are as people."
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