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Talking stocks, trading, and investing in general - Page 218

post #3256 of 6102
Has there been another major US company to trade at such a low multiple to net cash?
post #3257 of 6102
Don't ask questions that infer the concept of rationality when it comes to AAPL!
post #3258 of 6102
They hold alot of cash, these is no need to pay a premium because of a large cash reserve. In fact if it's much much more than needed you start to wonder why they aren't using it to make a return.
Edited by SkinnyGoomba - 4/18/13 at 10:58am
post #3259 of 6102
Quote:
Originally Posted by SkinnyGoomba View Post

They hold alot of cash, these is no need to pay a premium because of a large cash reserve. In fact if it's much much more than needed you start to wonder why they aren't using it to make a return.

I can't recall who suggested it, but the advice was for AAPL to but NetFlix, I thought it was an excellent idea. They can buy the company outright and have a distribution channel similar to itunes.
post #3260 of 6102
I'm more curious as to when they're going to real in the revenue expectations for financials. How long should they continue to miss revenues before they scale back the estimates?

I think the numbers we're seeing are actually really good but wtf is with the expectations.

I doubt that AAPL would consider owning netflix because they have itunes and they're used to gouging for good content, where netflix is reasonably priced but you have to search it like crazy for the good content and are bombarded with mediocre content.
post #3261 of 6102
Quote:
Originally Posted by idfnl View Post

I can't recall who suggested it, but the advice was for AAPL to but NetFlix, I thought it was an excellent idea. They can buy the company outright and have a distribution channel similar to itunes.

Man, that would sure suck for everybody else.

Netflix would somehow get stupid (probably move away from unlimited towards pay per view) and then you wouldn't be able to play netflix on anything except an iDevice.
post #3262 of 6102
Quote:
Originally Posted by otc View Post

Man, that would sure suck for everybody else.

Netflix would somehow get stupid (probably move away from unlimited towards pay per view) and then you wouldn't be able to play netflix on anything except an iDevice.

Definitely, I wouldn't use it, but it would be a boon for the stock. Having all that cash sitting around is a sink hole...
post #3263 of 6102
A few weeks ago bought (and plan to hold) DXJ. A WisdomTree ETF of Japanese stocks, hedged against the Yen. Should be a modest double-play if the Yen depreciation shakes some things loose in the Japanese economy.
post #3264 of 6102
NM my original post. Thanks for the lower outlook GE.
Edited by SkinnyGoomba - 4/19/13 at 10:41am
post #3265 of 6102
Quote:
Originally Posted by Concordia View Post

A few weeks ago bought (and plan to hold) DXJ. A WisdomTree ETF of Japanese stocks, hedged against the Yen. Should be a modest double-play if the Yen depreciation shakes some things loose in the Japanese economy.

Although I was surprised by how much the BoJ was able to whack down the Yen, I don't see why 'this time is different' considering 20 plus years of policy failure. Also this seems to be a crowded trade.

post #3266 of 6102
I've been looking at this with the same cynicism.
post #3267 of 6102
Dang, netflix up 20% in after hours trading.

Probably time for me to get out...

edit: I'm out. I had made mumblings to myself that I would be out at at least 200. Initially that had meant wait for it to get above 200 and then put in a stop order at 200 and hold it for the long term. But since who knows what the morning might bring, I decided to just dump it all. I can always buy back in if I like and I doubt that its going to open up much more than +25% tomorrow. The news is good...but is it really *that* good?
Edited by otc - 4/22/13 at 2:49pm
post #3268 of 6102
Nice, i havent looked at that stock in forever. Looking better than it did.
post #3269 of 6102
Quote:
Originally Posted by SkinnyGoomba View Post

Nice, i havent looked at that stock in forever. Looking better than it did.
Exactly! (I bought it in two chunks starting about a year ago...at $80 and then $60).

Out at 216.5...got lucky on that one.
post #3270 of 6102
Very nice!

Banking seems to be slowly creeping back to life in the pre market.
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