Is Apple stock (AAPL) ripe for buying? That's the question on Wall Street, but it may also be a valid question for individual investors.
Hedge funds have played havoc with Apple's stock price in past few years, bending the companies financial trajectory to their will, but with Apple providing a hefty dividend, and new products poised to enter the market this fall, the stock is making an attractive play this summer, and price of AAPL is reflecting a confident, if not bullish mood.
In June at the WWDC, Apple released the new MacBook Air laptops with Intel’s latest Haswell processors. For the MacBook Air 11-inch, these new processors greatly improved battery life from five to nine hours. Yet, the MacBook Air is the only Mac that has been fitted with the new Haswell processors.
What is the next Mac to be updated with the Haswell processor? While the iMac and Mac Mini could use the extra processing power and faster graphics chip, they do not require the extra battery life that comes from the Haswell processor. Low power consumption is the Haswell processor’s main selling point. On the other hand since the MacBook Pro would greatly benefit from the Haswell processor’s extended battery life, the MacBook Pro line will be the next to receive the new Intel chip set. The question is, when will Apple updated it?
The evolution and changing of markets. It is inevitable. Companies come and go. Those who struggle either find an exit through a buy-out from a more successful company or go out of business. One of the determining factors to which road a struggling business travels is whether they have something unique to offer the marketplace. This something unique will take others far too long to build themselves or cost too much time and resources to develop in-house. Therefore purchasing the struggling company for their “something special” becomes an attractive choice — that is, if it can afford to purchase the business.
Is AT&T Wireless about to break into large LTE data delivery for suburban America, taking on providers like Comcast, Verizon and Time Warner? That’s the question on many minds as AT&T sent out an email invitation to many in the tech industry with elite press credentials.
Information in the email is sparse, but delivers hints about AT&T’s ever growing LTE service.
Today's world is filled with flurry of reports and metrics of all shapes and sizes following everything mobile. Web traffic, app downloads, advertising revenue and profitability of mobile companies is among the mammoth list we are inundated with on a daily basis. The data can become overwhelming, but one thing has become abundantly clear: Apple’s iOS is dominating Google's Android save but one area — market share. However, even that metric is continuing to shift in Apple’s direction.
The latest report on handset performance comes from research firm Kantar Worldpanel, with their latest data revealing Apple grew U.S. market share 3.5% to 41.9% for the 3 months ending May 2013, compared to the same period in 2012. Android held steady at 52%.
Last month after Apple's 2013 world wide developers donference, Apple quietly added several new channels to AppleTV, with the highlights being: HBO GO, Watch ESPN and Sky News.
Before the big holiday break, I thought T-GAAP should take it one step further and talk about potential configurations for the new Mac Pro. After our team’s internal discussion and reflecting on everyone’s feedback I have modified my pricing — a bit. But perhaps more importantly, is how pricing is achieved via configurations, and that is this week’s food for thought:
In the past few days, Apple filed for the trademark of "iWatch" in both Japan and Mexico. Wall Street has responded by boosting Apple’s value over 5% the past two days. There are many explanations for Apple’s recent slide on NASDAQ, but a long standing theory is because Apple has not entered into a new hardware market since the iPad mini arrived in October 2012. Even with the release of the iPad mini, it was merely an extension of an existing product offering.
Wall Street views Apple as a one hit wonder company, able to stretch any given market they enter for roughly five-years. Therefore, investment firms want to see Apple enter new markets every two years two years. Otherwise the view is that financial growth becomes difficult to achieve in a market filled with Apple vultures like Samsung, who waste little time to take advantage of an opening. In Apple’s financial case, the vultures are also on Wall Street, chomping at the bit for Apple to break out with another hit.
Apple will be releasing their Q3 (June quarter) 2013 financial results and holding their financial call on Tuesday, July 23. Financial results will be released sometime soon after 1PM Pacific. The financial results will be followed by a conference call at 2PM Pacific, which can be followed live on Apple's website here.