AAPL Off As Oracle Drags Down Tech Despite the market being off in early trading, giving back some of yesterday's gains, it's rather quiet other than the
ECB's big liquidity action. Shares of AAPL are off with the rest of tech as
Oracle's earnings miss is dragging down the NASDAQ. Catalysts include
iPhone upgrade cycles and adoption; update to the
iPad in early 2012; continued market share growth of the Mac business line; penetration in China and emerging markets; the evolution and potential re-conception of
Apple TV; and platforms such as Siri, mobile advertising (iAd), books and publishing, gaming, mapping and social (
Ping). Shares of
Apple trade at
8.7x Enterprise Value / Trailing Twelve Months Free Cash Flow (including long-term marketable securities).
Money Manager Claims Apple Will Issue Dividend Next Year (Bloomberg) According to money manager Howard Ward of Gamco Investors, Apple will probably issue a significant dividend next year. The company has $81.6 billion in cash and investments. We are going to see a dividend announced for Apple at some point in the first half of 2012, Ward said in an interview with Street Smart (Bloomberg Television). “That could easily be a 3% dividend-yielding stock or even higher.
Read » Another Analyst Ups 2012 iPhone And Earnings Estimates (MarketWatch) Susquehanna Financial Group increased estimates for fiscal 2012 sales of Apple's iPhone, siting resolution of previous constraints in its supply chain. Susquehanna now expects the company to ship 30.3 million iPhones in fiscal 2012, up from a previous estimate of 27.1 million. "Based on our revised iPhone shipments, we are increasing our fiscal 2012 first-quarter EPS estimate from $9.40 to $10.17, and our fiscal year 2012 EPS forecast from $35.10 to $36.66."
Read » How Could Tim Cook Screw Up This Coming Year For Apple?
(Business Insider)Next year is shaping up to be a one of the biggest years in Apple's history. But what could possibly happen in 2012 to start Apple's downfall? We're running through some possible scenarios:
- The smartest people could leave
- Release the iPhone 4S II
- Screw up Apple TV
- Hire an idiot to run the retail business
- Let iCloud stagnate and flounder
And a slew more things that
Tim Cook could botch sending the shares sinking.
Read » Nearly One Quarter Of All iPhone 4S Models Are The Highest Margin Phone (CIRP) Consumer Intelligence Research Partners released a report Apple's iPhone Launch – October 2011 and found some surprising statistics. According to Partner and Co-Founder Mike Levin, "The most expensive and presumably highest margin iPhone 4S - 64 GB model accounts for 23% of all iPhone 4S sales. A surprising 30% of iPhone 4S buyers upgraded from the
iPhone 4, which is just over a year old. And, in the first three weeks since the launch, 43% of the customers bought their new phones online."
Read » Apple Working On Wearable Computers (The New York Times) Apple and
Google are dreaming up "wearable computers," a next generation of consumer electronics. The two companies have been working independently, but towards a similar goal, over the past year. The main goal of these new "wearable computers" is to sell iPhones and
Android phones. Apple has already pushed wearable gadgets. Think back to the original
iPod Shuffle, as well as the
iPod Nano watchband.
Read » Apple Reportedly Completes Anobit Acquisition For A Half A Billion Dollars (BGR) Apple has reportedly completed its acquisition of Israel-based flash memory firm Anobit in a deal worth up to $500 million, one of Apple's largest acquisitions ever, according to Hebrew-language financial newspaper Calcalist. Apple has not confirmed the acquisition. Anobit’s website says its proprietary technology “significantly improves endurance, performance and cost of flash storage products and systems,” and Apple already uses Anobit’s chips in a number of its mobile devices and notebook computers.
Read » Apple Is A Low P/E Stock In David Einhorn's Portfolio (Seeking Alpha) Guess what is a low P/E stock in Greenlight Capital's portfolio? Greenlight owns $500+ million of AAPL shares. The stock has a P/E ratio of 13.8. Stocks with low P/E ratios are more likely to be trading at a discount and have more potential to grow in the future. AAPL's performance in the fourth quarter is not as good as the market, but its performance throughout the year is better. It returned 15.97% since the beginning of the year, beating the market by 19 percentage-points.
Wellington Management is also buying up AAPL.
Read » Research In Motion Now Worth Less Than The App Store (Brian S. Hall) Research In Motion (RIMM) stock finished last week at a total value of just $7.04 billion. An analysis places the value of the App Store at 2% of Apple's market cap. The stock has a market cap of $354 billion, or more than 50x greater than RIMM, and 2% of that means the App Store contributes $7.08 billion to Apple's market cap. Or greater than all of RIMM. Incredible.
Read » 
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