Stocks - Apple’s iPhone sales have lagged in India for years. It’s only now unleashing its branding firepower |
- Apple’s iPhone sales have lagged in India for years. It’s only now unleashing its branding firepower
- iPad and Apple Watch Series 6 Press Release Planned for September 8
- Am I nuts for thinking that the only real bubble here is bearish overthinking?
- What is your long-term risky bet? Your "10 years later Amazon"?
- Opinions on AAPL
- Only invest in what you know.
- How to get the fatest up-to-date information about Earning Reports?
- Opinions on Disney
- Bought a bunch of TQQQ shares on Friday, what's the smart move next Tuesday?
- TSLA S&P500
- Where can I download upcoming earnings dates/times?
- College student trying to learn
- Intel : the big picture and why I'm bullish on it
- Article trashes Bill Ackmen, compares him to Russian Oligarch
- Moderna of Pfizer? Who will be first to market the coronavirus vaccine?
- What's the next meme stock?
- Any Goldman Sachs clients willing to share info?
- Should I do something with $0 value stocks in my portfolio?
- I want to start a stock market club for HS
- What do you guys think about All-State? (ALL)
- So just to clarify (options)
- Don't Rely on Barchart.com
- Thoughts on Adobe?
- What are some top reasons you decide it's time to sell a stock?
| Apple’s iPhone sales have lagged in India for years. It’s only now unleashing its branding firepower Posted: 06 Sep 2020 07:02 AM PDT https://fortune.com/2020/09/05/apple-iphone-sales-india-store-brand/ The iPhone made a flashy and highly-anticipated entrance to the Indian market, where Apple sold the devices through Indian carriers Bharti Airtel and Vodafone India. But in the 12 years since, Apple's captured just 2% of India's smartphone market, which now totals a half billion users. By contrast, it owns 46% of the market in the U.S. and 8.5% in China. In 2019, the average smartphone sold in India cost roughly $160, whereas iPhones range from $400 to over $1,000. The disparity helps explain why Apple holds a 49% share of the premium smartphone market in India but only 2% of the overall market. In February, Cook announced that Apple would open its first retail store in India in 2021. "We like to do things our way," Cook said of opening the first brick-and-mortar store in India on an earnings call. Thanks for the award. [link] [comments]  |
| iPad and Apple Watch Series 6 Press Release Planned for September 8 Posted: 06 Sep 2020 12:22 PM PDT Apple is reportedly planning a press release for this Tuesday to announce new iPad and Apple Watch models. https://www.macrumors.com/2020/09/06/ipad-and-watch-press-release-september-8/ Note: This is a leak and not confirmed by Apple yet. [link] [comments]  |
| Am I nuts for thinking that the only real bubble here is bearish overthinking? Posted: 06 Sep 2020 10:31 AM PDT 2 days of rationalizing my S&P500 losses went into this. I couldn't sleep, work or do literally anything else. I had to summarize what is happening in the market. Tech did really well with Covid because the businesses weren't affected much by [work@home](mailto:work@home). People still easly could buy Apple laptops or use Office365. Trade deals between tech companies were still happening and the only virus internet cares for is power outage. Stonks were going up, high. So high that people got scared and started constantly yapping about a tech bubble. Weeks passed and we were still in the green. It was our trust that drove prices high. In the next 10 years or so I don't see people putting a stop to purchasing smartphones or using cloud based product. It is not happening. More people are coming to this lovely planet every single day, by the end of 2030 we will have ~8,5 bilion people that's 900 milion consumers more. We are still in very early stages of internet companies, they got huge valuations because of the value they provide. Heck, Apple so rich it created a credit card and we will se more of it. We have no idea what Amazon will pull out 5 years from now. 15 years from now. WE HAVE NO IDEA. We know people are going to buy homes, take loans and go to vacations. Maybe Microsoft will create a ground breaking software that will replace every postman in the us with Amazon branded drones adding bilions of extra revenue each year? We know that world relies on tech today. But how gigantic will it be in the future? We have no idea. And it is scary for old money. Old money likes to lock in average Joe into 30 year mortgage, put that brand new Sony TV on a 2 year credit payment + that sweet 5k loan for vacations in Paris. Old money likes real estate index funds, banks and travel industry (pre covid) because all of these businesses brought trilions in value over the decades. Tech is young and can lead the world in the near future. That's why the bears roared. Why bears roar? Cuz they scared. [link] [comments]  |
| What is your long-term risky bet? Your "10 years later Amazon"? Posted: 06 Sep 2020 09:41 AM PDT I am not sure if everybody here shares the same principles, but I allocate a smaller fraction of my portfolio for riskier investments. And I'm not talking about random penny stocks, I'm talking about industries that you think are ahead of its time, just like e-commerce in the 90s. [link] [comments]  |
| Posted: 06 Sep 2020 09:21 AM PDT 40% of my portfolio is invested in AAPL. I've had some decent profits over the past month and a half. I'm now deciding whether to sell all, cut back, or sell all. I know Apple had great fundamentals but don't want to take a huge hit assuming tech recedes. Let me know y'all's opinions. Obviously will make a decision on my own but want to hear what others think. [link] [comments]  |
| Posted: 06 Sep 2020 09:13 AM PDT While i am trying to follow this advice, this makes it hard for me to diversify. I know tech companies, but I know jack shit about the ore industry. How do you guys go about researching companies in new sectors in order to diversify your portfolios? Im not asking for specific companies to invest in, just how you guys deal with diversifying in this scenario. [link] [comments]  |
| How to get the fatest up-to-date information about Earning Reports? Posted: 06 Sep 2020 12:44 PM PDT When the earning are release, it take a while, some time a 20 minutes to show up on yahoo finance, google stock info etc, I lost the best timing to sell or buy them. Very frasrateing. I really need know their EPS and earning within 10 seconds!!! [link] [comments]  |
| Posted: 06 Sep 2020 11:01 AM PDT What are your guys thoughts on Disney stock? Do you guys feel it'll go up when the market opens on Tuesday, or are you feeling bearish? It seems to be going strong, even with parks closed. Let me know your thoughts [link] [comments]  |
| Bought a bunch of TQQQ shares on Friday, what's the smart move next Tuesday? Posted: 06 Sep 2020 09:11 AM PDT Made a really bad decision and bought 8k worth of TQQQ shares at 145.65, now I cant sleep, and I wonder what is the best way to get out from this situation. I'm thinking if I should sell at market open or wait and see if I can get out even or possibly with some profit, but this way I risk it to lose far more, as it could tank fast. What would you do in this scenario? [link] [comments]  |
| Posted: 06 Sep 2020 01:46 PM PDT Companies do not get included in the s&p right after they post a 4th quarter profit. There's regular board meetings that decide if a new company is added to the index. The next meeting is on 9/18. That's the date when they'll decide wether Tesla will be added or not. And while it's not unlikely that they won't be added, it seems odd that battery day is just a couple days later on 9/22. Battery day in reality is the annual stock holder meeting, together with news about battery improvements. This sounds like typical Elon, setting the date for the stockholder meeting just days after the s&p meeting, to announce inclusion. Just my two cents.. [link] [comments]  |
| Where can I download upcoming earnings dates/times? Posted: 06 Sep 2020 01:25 PM PDT I'd like to download 5-6 weeks at a time with before market or after market report times. CSV or most anything I can put in a spreadsheet will work... [link] [comments]  |
| College student trying to learn Posted: 06 Sep 2020 10:28 AM PDT Hey all! If this isn't the right sub, please direct me to somewhere I can ask this. So I am a college sophomore with about 300$ wanting to get a basic understanding of investing(how it works and what I should invest in). I know this isn't a lot, but I am super novice and have no clue what I should be doing. Any tips will be greatly appreciated! Thanks! [link] [comments]  |
| Intel : the big picture and why I'm bullish on it Posted: 06 Sep 2020 11:41 AM PDT I will start off my discsussion using a couple of examples where investors/analysts missed the big picture and the company/stock has proven that they're much more than that. Microsoft In July 2013, Microsoft stock had the biggest drop of the century after reporting their earnings. The stock dropped because of investors disappointment in the Surface RT laptop. They ignored the biggest elephant in the room that is Windows Azure, now known as Microsoft Azure. Azure is Microsoft's cloud computing division and it has been the major growth driver for Microsoft. Of course, the CEO change from Steve Ballmer to Satya Nadella helped but Satya's vision was all about cloud computing and it was completely ignored by investors at that time. Apple Back in 2018, investors/analysts were focusing on iPhone X sales figures. Warren Buffett saw the big picture. Billionaire investor Warren Buffett said long-term investors of Apple's stock shouldn't obsess with near-term iPhone sales. "The idea that you're going to spend loads of time trying to guess how many iPhone X are going to be sold in a three-month period totally misses the point," he stated. His big picture was looking at Apple as a brand and its ecosystem https://www.cnbc.com/2018/08/30/warren-buffett-says-he-bought-just-a-little-more-apple-recently.html Look at where Microsoft and Apple stocks were then and where they are trading at now. Intel I'd like to use the same logic for Intel. It dropped 20% after the earnings call last quarter in July. The big picture Intel's Investors/analysts are missing is that they are ignoring this industry leader's methodical transition into higher growth businesses and focusing solely on solvable supply chain problems ( 10 nm/7 nm transistor density issues). I will not be discussing the fact that AMD/NVidia are using 7 nm process and that Intel isn't. Also, the fact that TSMC will be on 5 nm by the time Intel fixes the 10 nm/7 nm node problems. Those are problems I'm well aware of and they have been beaten to death already. There is nothing I can add to that. I will talk about that later on but in the end as not the focal points. What I'd like to talk about and focus on is the data-centric transformation and its MobilEye division. Data Centric Transformation Intel in 2019 pivoted from being a PC centric business to a data centric business. The TAM of this is 250 billion dollars. Revenue in this business group has grown from 42% of revenue in 2015 to 51% of revenue over the TTM. While many business transitions result in periods of low performance, as firms switch focus from declining to new businesses, Intel has managed to grow its revenue by 12% compounded annually over the past four years as it better positions itself for future growth. Self driving business Intel purchased MobilEye in 2015. It is now a wholly owned subsidiary of Intel . Mobileye has a plan to dominate self-driving. Self driving taxis and cars are a big growth business. MobilEye is in a great position to capitalize on this business. Mobileye says it shipped 17.4 million systems last year. Today, over 40 million cars have Mobileye technology installed, and its products have been selected for implementation in serial production of 313 car models from our 27 OEM partners by 2017 (compared to 36 car models across seven OEMs in 2010). Some of the partners include Volkswagen, BMW, Nissan, Ford. It also has partnered with NIO, a Chinese EV company which people have dubbed the Chinese Tesla. The firm's acquisition of Mobileye strategically positions it to build out its driverless technology business as well. In just three years, Mobileye has experienced rapid growth, with revenue increasing from $210 million in 2017 to $879 million in 2019. Its share of automobile semiconductor sales increased from just 0.5% to 1.9% over the same time. If Mobileye continues taking market share in this fast-growing segment, Mobileye's could provide a meaningful contribution to Intel's operations, as it made up just over 1% of revenue in 2019. ResearchAndMarkets.com expects the autonomous/driverless market to grow 18% compounded annually from 2020 to 2025. Intel is positioned to grow with this new market. https://www.engadget.com/mobileye-testing-autonomous-cars-germany-104521486.html PC Business This is the side of Intel most people immediately associate Intel with. Intel's PC-centric business is not something to write-off. There is still a piece of the PC-centric market where Intel has an opportunity to grow: graphics processing units (GPU). Allied Market Research, expects the GPU market to grow from $19.8 billion in 2019 to nearly $201 billion in 2027 or by 34% compounded annually. For example, Intel is aggressively entering the discreet GPU business, which is about 80% of the current GPU market. The iGPU processors codenamed Tiger Lake just released September 2nd. Intel poached AMD's GPU guy Raja Koduri and nVidia's Tom Peterson. Intel hired engineers and marketing experts from Advanced Micro Devices and NVIDIA, the market leader in the space, to assemble a team to develop and rollout the firm's Intel Xe GPU. Intel is also releasing entry level processors. The entry-level processors will be targeted at budget-tier laptops and fanless mini desktops when they launch in early 2021. https://www.nextplatform.com/2020/09/02/intel-puts-its-xe-gpu-stakes-in-the-ground/ https://wccftech.com/intel-jasper-lake-10nm-tremont-atom-cpus-leak-pentium-celeron-skus-2021/ 7 nm/10 nm process Since I have your attention until here - I'd like to say one final thing about this debacle. Lot of people assume that Intel's problems with this are due to complacency. Its not. Its due to Intel attempting to achieve and do something others have been unable to do, which is the exact opposite of complacency. Intel tried to use GAAFET for 7 nm when TSMC and Samsung warned Intel not to. Intel was warned by TSMC and Samsung that the GAA-FET technique is too challenging to implement at this point in time, but Intel's pride and persistence led it to stubbornly try and tackle the GAA-FET problem, until it finally conceded this July. I agree Intel fucked up here but the point I'm trying to make is that this was not due to complacency as widely believed. Intel has a lot of management problems, hostile work environment etc but complacency is not one of them. Intel never got complacent about its objectives, but it may have gotten complacent about its approaches, methods, and processes. https://old.reddit.com/r/hardware/comments/i8qrx4/intel_exemployee_reveals_insider_details_on/ https://www.dvhardware.net/article73530.html Tl/DR; Post Summary / Post Script : I'm perfecty aware that AMD and nVidia are eating Intel's lunch and have better more powerful CPUs/GPUs. However, Intel is much more than that and its other divisions are what will drive future growth. Analysts and investors are missing this big picture. [link] [comments]  |
| Article trashes Bill Ackmen, compares him to Russian Oligarch Posted: 06 Sep 2020 11:00 AM PDT "On March.25th, FT reported that Mr. Ackman had a "bad dream", and that this was one of the primary reasons why he turned bearish on U.S. equities." Full article—->https://stocktrades.exchange/2020/06/22/59315/ [link] [comments]  |
| Moderna of Pfizer? Who will be first to market the coronavirus vaccine? Posted: 06 Sep 2020 02:15 PM PDT Hi Everyone! As you may know Moderna has some preliminary data for its covid19 vaccine as is setting up Phase 2 and Phase 3 trials. On their website it says they're in Phase 3. LOL! They have no real data on the efficacy of their vaccine in humans. The stock price is through the roof, and the Moderna executives are selling their stock!! (https://www.randomstock.net/coronaVaccine). Pfizer has just entered the clinic with two drugs. more info on each drug in the above link. They seem to be doing more due diligence before going to the clinic than Moderna. Pfizer thinks both drugs have a chance, and they have the money to back both. Moderna just seems like a circus act. Maximum speed, tons of press, and the executives just cashed in big time. I'm talking 10's of millions by multiple execs. Pfizer seems good. measured and steady, they will bring us over the goal line. Zack [link] [comments]  |
| Posted: 06 Sep 2020 10:49 AM PDT Tesla and AMD are both stocks a lot of people here seem to refer to as meme stocks and both have done pretty well. "Some of the common characteristics meme stocks share are they're usually overpriced and experience spikes of rapid growth in short spaces of time. Popular amongst millennials, they are prone to high volatility with valuations based around potential rather than financials." With that being said, what do you think will be there next meme stock? [link] [comments]  |
| Any Goldman Sachs clients willing to share info? Posted: 06 Sep 2020 12:51 PM PDT So the GS send few lists of stocks that they think will rebound very fast after vaccines are administrated. Anyone is willing to share? Unfortunately this "pro" article is not listing them, only telling that this exists :| [link] [comments]  |
| Should I do something with $0 value stocks in my portfolio? Posted: 06 Sep 2020 02:24 PM PDT My portfolio is an IRA and although it has done well, with 115% gain over the years, it also includes one investment that didn't work out. What do you do with stocks like this? It's listed as "033355108 ANDALAY SOLAR INC COM" with $0 value. I've searched to learn about this sort of thing online but still don't understand what happened to this stock, if it is even stock anymore, or if I need to do something with it to clear it out of my account. Thanks for advice and help. [link] [comments]  |
| I want to start a stock market club for HS Posted: 06 Sep 2020 02:23 PM PDT I'm in my last year of hs and I want to start a a stock market club. I have been investing for a year and I have a good understanding of finance, financial markets, and personal finance. I need some help starting it and how to start it. Could you guys help me out? [link] [comments]  |
| What do you guys think about All-State? (ALL) Posted: 06 Sep 2020 02:15 PM PDT Taking a look at this stock and I see spectacular fundamentals. Great earnings, low P/E, and good future projections. Is there something I'm missing here? Looks like a great, cheap stock. [link] [comments]  |
| Posted: 06 Sep 2020 10:19 AM PDT Right I've been investing for years and always done ok.. I've read about opinions a billion times and stuff but before I delve into it I want to know if I am missing anything what so ever. I have like 70k dollars spare that has come to me. I wish to own Microsoft shares.. The price I wish to pay is 205$ I am well aware the current price is 215.. If I sold 3 put contracts at 205 - my understanding is I will be paid for this, and if the price drops below 205 I will be forced to purchase them at 205$ reguardless of the price ? Since I am happy to buy msft at 210 I'm not bothered, I either get my shares filled or I take the premium right? Then try again next week. My plan is then to sell calls which would obviously be covered at around 220? Is there anything I'm not understanding about this besides the risk of not being filled ? And the inherent risk of the price going below 200 which I have already stated I am happy to hold outright? [link] [comments]  |
| Posted: 06 Sep 2020 02:01 PM PDT Has anyone else used barchart.com and think that their fundamental data is really sloppy? I have never used the site before today and was quite excited when I saw you can download a fair chunk of data for free. I chose to do a DCF of AIR Products and Chemicals (APD). But after downloading the data and having a look through, doing some calculations, and checking the 10-ks/10-Qs. I was really disappointed to see that a lot of their numbers are just plain wrong and not even in a small immaterial way. To the extent, I had to get the data myself from Edgar. Which meant I had to spend time reformatting and standardizing the financial statements for my purpose. For example, 2017 Financial Year according to barchart.com APD had operating cash flows of $2,528,400, investing cash flows of $-2,040,900, and financing cash flows of $-1,412,000 and yet the change in the cash balance was $1,942,800. I think this is an error with their scraper or data entry. I don't know how they source their data but I find it really sloppy. This was only one error I found there were several others with lots of line items being completely unaccounted for including the numbers (i.e not merged into a single line item) which meant that the sum of the line items wouldn't equal for example Total Current Assets. So if you tried to do credit analysis or anything that was quite granular your ratios/margins, days, etc would be thrown off. I would really suggest that anyone that uses this site makes sure you double-check your numbers. [link] [comments]  |
| Posted: 06 Sep 2020 10:01 AM PDT Hi, I've been a long time fan and user of their products and now that I've started investing, I was thinking of buying some. The price seems a little too high, but, in the long run I believe they will grow nicely. What do you guys think? Thanks! [link] [comments]  |
| What are some top reasons you decide it's time to sell a stock? Posted: 05 Sep 2020 05:28 PM PDT When do you think it's finally time to cash in? What are some red flags you see that a company is going down the drain? When do you think you've had a good run and it's time to sell? [link] [comments]  |
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