Strongest pipeline in history.  $600 by the end of 2012.

  • Posted: 12 December 2011 04:43 PM

    Apple’s next three products the ipad3 iphone5 and tv set will really distance the company from competitors.  At a time when “good enough” would have been enough to gain market share the iphone4s had a customer satisfaction rating of 96%.  That must be the highest of any product of all time.  The manufacturing problems of the ipad3’s hd display will set the competition back further as they dont have the capital to deal with these issues.  The apple tv is a freeroll since it’s a brand new market.

    In terms of the stock I just bought another 200 shares which makes about 30 purchases over the last 2 years and bringing my total to 5500.  I don’t plan on selling any below $600.  There are so many near term catalysts including massive earnings, iphone launch in China, and positive results from lawsuits.  Even above $600 these could be shares I hold for the rest of my life.  The most likely reason I would sell more than 10% of my holding would be if the stock rallied for a stupid reason most likely a stock split but also possibly from a buyback or dividend. I can use the margin and instead of selling the stock I will just withdraw cash at a margin interest rate of 1.25% while buying Chinese bonds yielding 3.5% with a 5% annual currency appreciation.  This will generate an incredible amount of income and with the stability of Apple is the safest bet I can think of.

    There’s always the chance that I will get out if there’s something drastically wrong with a product introduction but it’s hard to imagine with Apple.  The bar for the iphone4s was low since it was just a filler in order to get to next years major redesigns.  Now that we’ve cleared that hurder the next 12 months should be smooth sailing.

    [ Edited: 12 December 2011 04:46 PM by AndrewLing ]      
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    Posted: 13 December 2011 02:21 AM #1

    [This post was removed because the moderators arbitrarily censor.]

    [ Edited: 08 January 2012 05:24 AM by the_dragonfly ]

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    Posted: 13 December 2011 02:24 AM #2

    I foresee $600 by end of 2012 as well.  We may be 50 points off in either direction or off by about 6 months.

    Andrew,

    How do you get 1.25% interest on margin?

         
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    Posted: 13 December 2011 02:58 AM #3

    Will need a reasonably healthy macro/market scene for aapl to get to $600 in 12 months. While possible, I would certainly NOT put that scenario as the most obvious outcome.

      cheers to the longs
                JohnG

         
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    Posted: 13 December 2011 03:57 AM #4

    Be happy with 480-550 and plan accordingly, I’d say.  Never hurts to play the AAPL game a little on the safer side.

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    Posted: 13 December 2011 01:48 PM #5

    Apple is on track to domination in Tablets and ultralights. The mobile phone market was already saturated and Apple came, grabbed the profits, and marched on to dominate the tablet and ultralight markets where both profits and market share could be had by innovation and iteration while the competition stood by in shock and awe.

    With it?s huge bank roll, Apple can buy up the future in flash design while the profit challenged are left holding the dying world of hard drives and other ancient wares. But it is Apple?s profits that have done the damage to the competition. Apple?s grab and greed have neutered the likes of MicroSoft, Dell, HP and are the supreme headaches to the desires of Google.

    I see the 11 inch Air as the entry level killer to the ultralight field while the 13 and possibly 15 inch Airs meet the needs and desires of those willing to pay the price. Sewing up the Tablet market is now being rumoured. So followth the ultimate laptop: ultralight, and ultra-desireable.

    . . .  meanwhile, the mobile phone industry prepares to include their wares with every cereal box. The bran varieties will be the easiest to swallow.

    . . . . . .  and, Amazon’s madcap jump into the volcano will finally wash the sleep from the eyes of the dizzy banking prognosticators and Apple stock will roar to four digits. There shall be no dividends except by MS and the other desperadoes, clinging to their dying dreams.

    [ Edited: 13 December 2011 02:03 PM by mhikl ]

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  • Posted: 13 December 2011 01:57 PM #6

    Markpollock - 13 December 2011 10:01 AM

    Enbridge Inc and TransCanada Corp have raced forward with new pipeline plans in the fierce battle to unclog a year-long U.S. oil bottleneck, setting up a potentially swift collapse to an unprecedented distortion in crude markets

    The proposed pipeline oil is intended for export. More importantly, why did you bring it up in this thread?

         
  • Posted: 13 December 2011 02:55 PM #7

    johnG - 13 December 2011 06:58 AM

    Will need a reasonably healthy macro/market scene for aapl to get to $600 in 12 months.

      cheers to the longs
                JohnG

    We’ll get it one year into a new Administration, not because the next President will do a better job, but because of the Hawthorne effect.

    Obama is too closely associated with all the problems we’ve had since 2008. Perversely, a change in Administration will lift the population’s moral, and THAT will lead to renewed spending (if only modestly) and fuel a quicker recovery.

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    Posted: 13 December 2011 06:48 PM #8

    [This post was removed because the moderators arbitrarily censor.]

    [ Edited: 08 January 2012 05:24 AM by the_dragonfly ]

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    In any society, when the rules are not enforced on some segment of the population, that segment will become increasingly abusive to the innocent. Examples: Cops & Old Timers on this forum.