Tag Archives: Apple

by | February 4, 2014 · 2:18 pm

The new wallets

Apple:

Yes, the new wallets is here. Fact is that the new wallets have been on the market for many years now. Some people expected to see a Near Field Communication chip for mobile payments when Apple launched the new Iphone 5 a couple of year ago, but ended up disappointed.

 

Smartphones are predicted to be the new wallets and forecast for mobile payments in 2014 is $7,5B. In 2013 it was $2,1B, and $0,6B in 2012. If this is taking off we can see mobile payments of $70B in 2016. Mobile payments in China have doubled in 2013 and ended up to 218,6 Billion Yuan.

 

The most critical element in this business is the security, but Apple seems to have the right solution for all the customers waiting to pay by smartphones. Apple signed a new patent (#20140019367) on January 16.

 

What about their competitors like Visa, Mastercard, Paypal and others? They should do something before it is too late. Once Apple start with their new mobile payment solution, the card users will slowly disappear. This threath is too big to ignore I think.

 

Stocks & Commodities:

Petrobras (PBR) plummeted 5,8% yesterday and that is an eight year low level, now trading at 13.85 Brazilian reais ($5.69). This is the lowest since july 29, 2005. The overall markets plummeted yesterday, like they historically do when a new Fed chairman comes in, but Twitter went up +1,16%. What is going on here? Any report surprise?

 

Gold is not taking off despite the bearish markets we see now. Right now the gold is trading at $1.252.80, down -0,52%. Silver is also down today, trading at $19.35, down -0,30%. Copper is trading at $319.85, up today +0,47%.

 

Reports:

10:00:00 Factory Orders Forecast: -1,90% Previous: 1,80%
10:00:00 Economic Optimism Forecast: 46,1 Previous: 45,2

 

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | January 28, 2014 · 2:14 pm

BIG Apple

The stock markets are sliding down but this is not the end of the world. There ain`t no doubt; the bear is here! Yesterday Nasdaq tumbled -1,08%, while Apple plummeted -7,7% in after hour trading. Dow slid -0,3%.

This is how it probably will be in the stock market now. Up and down, or what we call a volatile market. That`s why it is so important to know about stock picking. How to pick the right stocks, and that`s why I wrote about it last week.

In my opinion; U.S stocks is not cheap, so it is important to know what to do before any decision is made. The European stocks is twice as cheap as the U.S stocks. How is it going with Apple?

Apple reports yesterday:

iphone sales is $32,5B (+6% vs 17% in FQ4).

ipad sales is $11,5B (+7% vs -13%).

Mac sales is $6,4B (+16% vs -15%).

iTunes/software/services revenue is 4,4B (+19%).

iPod sales is only $973M (-55%).

78% of Apple`s cash/investment balance ($159B) is offshore. The iPhone sales is up +40% in Japan. Sales in China is up 20%. Europe is flat, while Americas sales is only +1%. Tim Cook didn`t say much about buybacks in face of Carl Icahn`s ongoing campaign. $7,8B was returned via dividends/buybacks. Apple need to release something new now, and I am not talking about a bigger screen or a different color. I am talking about innovation. Come On Apple: “think different”.

Revenue: $57,59B

FQ1 EPS: $14,50

Expects FQ2 revenue of $42 – $44B.

How is the inflation? It is rising, but it is difficult to see it. Some people expect inflation and some expect deflation. Both camps see increase in general prices like visible money and credit prices. Hyperinflation is expected, but deflation is probably the biggest problem in the future in the long run. I think Janet Yellen will push the QE-button if the deflation ghost is here. As you can see; despite the QE programs, the growth is so far very slow.

If the Fed starts its tapering, how will that affects the emerging markets? Half of the global GDP comes from the emerging markets, and that moves the other markets in the rest of the world.

It seems like money is on the way back to emerging markets as the Fed announces their tapering. Let`s wait for the FOMC statements later on this week.

Reports today: Core DurableGoods at 8:30am, S&P/CS Composite at 9:00am, CB Consumer Confidence at 10:00am.

Apple

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication

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by | November 25, 2013 · 2:06 pm

Consumer Confidence is declining

It is thanksgiving week and this week is usually a low volume week. Traders are off enjoying the extended holiday, and if something moves, it will move monday and Tuesday. Since we are at the all time high, maybe some people are thinking profit taking?

Consumer confidence is declining. This gives us an idea about the consumer spending in the U.S economy. If people don`t feel great about their own economy, they will not spend so much money. It is just that simple.

I wrote about Apple and their new products and they really need to do it well in Q4. If people don`t have money to spend, they will not buy any Apple products like phones, tablets or other innovative products. They will rather keep what they have and cut back on their discretionary spending.

If people don`t spend money this holiday season, companies will not earn so much money and the stock prices will not go up. Nor the GDP (gross domestic product) will go up.

What really drives the U.S economy are suggesting there isn`t much light at the end of the tunnel. What about the so-called economic recovery we have seen since the financial crises? Does it work?

Gold is trading at $1231,50. Down -1,01%. As long as the inflation is low, the gold will continue to decline. People expect hyper inflation, but Janet Yellen are fighting against deflation. News today: Pending Home Sales at 10:00am.

 um-consumer-sentiment-through-november-2013

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | November 1, 2013 · 1:55 pm

Samsung Up

Gold bugs are trading down and are now below 50MA. Many of the gold stocks have had a terrible year so far in 2013.

It`s difficult in this mining business. Barrick gold plans $3B capital raise. This stock has plummeted so far this year. Stock price yesterday was down -4,8% AH, after announcing plans for a bought-deal public offering of 163,5M common shares at $18,35 each, for gross proceeds of $3B.

Barrick Gold plans to use 2,6B of the net proceeds to strengthen its balance sheet and improve its long-term liquidity position by redeeming or repurchasing outstanding debt.

It`s better to stick with the tech stocks, but as we all know; shares follow earnings. How is to take over a job after a geniues like Steve Jobs? John Sculley know everything about that when he became the new boss at Apple in 1983.

Steve Jobs died October 5, 2011. The new boss is Mr Tim Cook, and he has a tough job to fill Jobs shoes. The two last quarters has not been so good for Apple, but I hop the holiday season is gonna be good for Apple so we can see a change for Apple.

Samsung is a huge competitor for Apple and thay are doing it well. The earnings are still raising and they are probably going to change the tech battle soon. When you look their earnings compared to Apple`s, you know what stock you should own?

News today: ISM Manufacturing PMI @ 10:00am

Samsung

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | October 29, 2013 · 1:16 pm

Apple`s profit and margins slid

Last year, Apple`s earning rose 61% in september 2012, but fell this year for the first time in at least a decade. On a conference call yesterday Mr. Tim Cook said that fourth-quarter profits slipped roughly 8.5%. Earnings: 7,5 billion in Q3, per diluted share, 2013 (8,2 billion in Q3 2012). EPS:$8,26 in Q3, 2013 ($8,67 in Q3, 2012). Revenue is $37,5 billion. Gross margin came in at 37 percent compared to 40 percent in the year-ago quarter.

Right after the results was released, the stock fell as much as 5,1%. After the closing bell, Apple was trading at $529,88. It is down about 25% since the top in September 2012 following the debut of the Iphone 5. Apple is not a growth company anymore. I hope the holiday season can change that.

Apple sold 33.8 million iPhones, (record for the September quarter), compared to 26.9 million in the year-ago quarter. They sold 14.1 million iPads during the quarter, compared to 14 million in the year-ago quarter. Mac sales came in at 4.6 million, down slight from 4.9 million in the year-ago quarter.

Mr. Tim Cook reported its best quarter in education ever, generating over $1 billion in revenue on sales of iOS and Mac products, including iPads, which took a staggering 94 percent tablet marketshare in schools.

Apple have a huge competition from Samsung, Amazon, Google and Microsoft. Lower-priced products from Samsung are taking marketshares along with the other mentioned companies above. Q4 is a very important season for Apple, and Chief Executive Officer Tim Cook is planning to sell new IPhones and Ipads at the end of this year.

Apple have spent a lot of time in their inovation this summer, and they are exploring new product categories with “significant opportunities,” Tim Cook said on a conerence call today. They will release a new iPad Air on Nov. 1. Later on, they will follow up with their new iPad mini with a high-definition screen.

Apple is happy to go into the holidays with their new products like iPhone 5c, iPhone 5s, iOS 7, the new iPad mini with Retina Display and the icredibly thin and light iPad Air, new MacBook Pros, the radical new Mac Pro, OS X Mavericks and the next generation iWork and iLife apps for OS X and iOS. The new iPhone will be available in 100 countries by the end of the year.

Not only the competitors are pressing Apple on margins. The shareholders are giving them some pressure too. Investor Carl Icahn (The one I wrote about, selling 50% of his shares in Netflix) has publicly said he want Apple to initiate a $150 billion buyback to boost the company`s stock price.

Apple paid out $36 billion in dividends and buybacks in the past 5 quarter, and are now discussing what to do with their cash. News on that case will follow early in 2014. Apple`s cash dividend will be $3,05 per share of the common stock, and is payable on November 14, 2013, to shareholders of record as of the close of business on November 11, 2013.

Market participants will continue to look at the earnings this week, as well as the FOMC meeting that will be released on Wednesday. News today: Core Retail Sales/Retail Sales & PPI at 8:30am, CB Consumer Confidence at 10:00am.

too-green-130910

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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