First, congratulations to those of you with the staying power to hold on.  AAPL hit $188 AH on Monday Oct 22.  So what next?  Are you holding or selling?  Thoughts to consider:  What’s the % gain from here to say $200 or $225?  What’s the risk?  Where else might you put (some of) your money?

AAPL =188   + 6.38% = $200 Or if you like +19.68% = $225

One example: To get the same return from say SNDK:

SNDK=44.11   +6.38% = $47.03 +19.68% =$52.91 (52 Week high was $59.75)

Forward Piper expects 2.97 eps in ‘08 and top-line to grow 34%.  With Piper’s estimate that puts SNDK forward PE at 14!!!  Stick a forward PE of 25X and SNDK would be $75.  The equivalent percentage gain for AAPL would put AAPL @ $318 :o

Don’t be a Jersey Heifer…  Tell me where/if you’ll diversify yourself…  Moof

Insane to sell a single share of this stock for the next 18 months unless there’s a genuine recession. AAPL to $250-275 by July 08 broader market permitting.

Re: Sell AAPL Now??  Buy What??

[quote author=“Quadra”]
One example: To get the same return from say SNDK:

SNDK=44.11   +6.38% = $47.03 +19.68% =$52.91 (52 Week high was $59.75)

Forward Piper expects 2.97 eps in ‘08 and top-line to grow of 34%.  With Piper’s estimate that puts SNDK forward PE at 14!!!  Stick a forward PE of 25X and SNDK would be $75 the equivalent percentage gain for AAPL would put AAPL @ $318 :o

Don’t be a Jersey Heifer…  Tell me where/if you’ll diversify yourself…  Moof

Shameless SNDK pumper

(disclosure - I’m long SNDK Jan 09 leap calls )

In addition to SNDK - NVDA, BRCM and MRVL come to mind - for those with a hankerin’ for tech stocks.

My thoughts exactly.

I plan on gobbling up 100 shares with each price appreciation of 20 points after 200.  If I keep doing that for the next 3 years I should have a conservative $1.6 million in the bank when aapl hits 675.

When I see iPhone explode in sales like the iPod, I will take a 2nd on my house for the 2nd time and buy a few more hundred shares

Q, I’m also long SNDK (though I’m trading it quite heavily at the moment) with 6000 shares and expect a long-term success story to unfold from these levels, but make no mistake: AAPL is a triple from here.

Triple! ...Dude,  step away from the angel dust
 
3X = $564 = World’s largest company.

BTW, I am long SNDK and did add shares mid-low 40’s on Friday.  However, I actually started this posting to see if any of you lads (and lassie) might diversify some of your AAPL winnings.  I see by the poll numbers so far 80% have no interest in moving ANY AAPL profits…  Wow! 

by 2015

AAPL is a Trillion dollar company!!!

if you make more money than any other company, doesn’t that make you at least the best if not the biggest?

I bought some SNDK on Friday ... represents less than 5% of my holdings ... will consider adding more over the next while.

Also sitting on some cash (about 10% of holdings) ... decisions, decisions

[quote author=“Quadra”][quote author=“Tommo_UK”]Q, I’m also long SNDK (though I’m trading it quite heavily at the moment) with 6000 shares and expect a long-term success story to unfold from these levels, but make no mistake: AAPL is a triple from here.

Triple! ...Dude,  step away from the angel dust
3X = $564 = World’s largest company.

Yeah whatever.. people told me I was crazy when the stock was at $21 pre-split, and every year since, to put my money into AAPL

Listen, we’re talking 2011/2012 here - and only then if the world is still around and not plunged into some global economic catastrophe, but yes - AAPL can and will hit that by then if economic conditions remain good. And yes, it will at that point be one of the world’s largest company, and certainly the most profitable and successful by almost any measure.

Can’t you see where all these product lines and strands of activity are leading? Good grief man, wake up and look around you at what’s happening. No other company in history has garnered as much love, attention, and obsession as Apple, and its only just getting going outside of a small base of Mac fans and iPod users. The sky is the limit. Goodbye DELL, RIMM, Nokia, Microsoft, Sony, record labels, cable TV networks and hello Apple.

In the meantime, the stock is at $186 now, with at least an easy $100 to go without batting an eyelid. Why sell out just when its getting ready to go parabolic at last?

Sure, take some profits out if you have to but how many other companies can guarantee the kind of growth Apple delivers, and is set to deliver for the next 2-3 years guaranteed thanks to explosive Mac sales growth, the iPhone, the iPod, and the amortised revenue scheme?

None.

Re: by 2015

[quote author=“macboy2010”]AAPL is a Trillion dollar company!!!

Eventually, yes it will be.

I am not selling tuesday, but I will sell some when I get the feeling that we have reached to top end of the trading range for the qtr. I tend to trade on momentum so for now I am riding this pony. If we get up into the 195 range real soon it will be hard not to sell some and buy back in the 170 range. I for one do not think we can go this whole qtr without going back into the 170 range. Unless we have something tragic happen IMO 150 is a dead duck. 

Tommo, This is a little late for you tonight.

Quadra, I look at the percentages also, but you have to admit when you way the risk I don’t know if there is a better company out there right now to invest in. Just my .02

Makes no sense to sell (unless you’re going to sell and buy back if the stock price dips a bit).

Not with introduction of Leopard Client and Server (allowing more iPhone and iPod Touch features), 197 Apple stores, iPhone introduction in Europe, Christmas holiday coming and possibly a touch-screen ultraportable.  4Q numbers will undoubtedly be at least as huge if not huger than 3Q numbers.  If Apple can get WS to dance to the beat, I guess Apple stock will continue to rise in increments for the rest of the year.

I’m thinking about a half a billion potential iPhone users in China when the Beijing Apple store opens right before the Olympics.  I’m allowed to dream, aren’t I?

Re: Sell AAPL Now??  Buy What??

[quote author=“Quadra”]First, congratulations to those of you with the staying power to hold on.  AAPL hit $188 AH on Monday Oct 22.  So what next?  Are you holding or selling?  Thoughts to consider:  What’s the % gain from here to say $200 or $225?  What’s the risk?  Where else might you put (some of) your money?

AAPL =188   + 6.38% = $200 Or if you like +19.68% = $225

One example: To get the same return from say SNDK:

SNDK=44.11   +6.38% = $47.03 +19.68% =$52.91 (52 Week high was $59.75)

Forward Piper expects 2.97 eps in ‘08 and top-line to grow 34%.  With Piper’s estimate that puts SNDK forward PE at 14!!!  Stick a forward PE of 25X and SNDK would be $75 the equivalent percentage gain for AAPL would put AAPL @ $318 :o

Don’t be a Jersey Heifer…  Tell me where/if you’ll diversify yourself…  Moof

Hold, wait for the dip, buy more…  Great day!