The Hottest Item this Holiday Season, the New Apple Watch, Get it Now!

by, Suzanne Coleman

After Apple’s new product announcements yesterday I am surprised that more people aren’t seeing what I am seeing.  The important take away message is this:  the Apple Watch will be an independently-functioning device that you will be able to  use to make and receive phone calls.  People can leave their cell phone at home, at work, or in the car.  They no longer need to lug their heavy, awkward devices around 24/7 to stay in touch.

THIS IS HUGE.

If my predictions are correct, the Apple Watch will be this year’s have to give it/ have to get it gift at Christmas.  Everyone will have to have it, it will be the new COOL.  Think Sony Walkman, Apple iPhone… and now the Apple Watch.

Just wait and see.

My Apple price target for during the holiday sales period is 200-210 and up to 240 during that quarter’s reporting period early next year.  Buy now, make money.

That’s all for today people, I hope you are paying attention 🙂

 

____________________________________

Yes, I do own Apple stock, but I also report my observations as objectively as possible.

 

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Rotten Apple, iPhone SE review

by,

Suzanne Coleman

 

For years I have wanted a new iPhone and a couple weeks ago I finally got one.  I bought the new iPhone SE in the rose gold 64 gigabytes.  I was really excited when I got it in the mail, finally, after waiting for about three weeks; the stores were all sold out.

When I opened it up, it came in a beautiful white box with a raised image of the phone on it, and all the text on the box was in the rose gold color.  Nice touch Apple.

I opened the white box and liked the way the phone looked, for the most part.  The problem started though, when I turned it on.  I immediately found the screen very glaring and difficult to look at, in fact really difficult to look at.  I went into the settings after I was able to activate the phone and adjusted them for contrast and other vision options under the accessibility feature, it did help, but not enough.

I also had issues with the phone after about 12 hours asking me to reenter all the data from the very beginning, starting with the white screen with the Apple on it.  According to the Apple Store staff, that was not supposed to happen.  The other issue I noticed was that the phone was rattling, but when I asked the Apple Store staff about that, they said that that is the auto-focus on the camera.  

I tried to give the phone a chance.  So I tried the video out, and after recording for five minutes my phone got extremely hot which made me concerned.  The main reason I bought the phone was for video and photo, especially macro photos and high-quality video, as this is something that I do as a pretty serious hobby.

What did the video look like?  I tried out the “60 fps 1080 p video” and wasn’t very happy with it.  I was videotaping a bird as it was flying, and I was moving the phone as I filmed it, to follow the bird’s motion.  I had two major issues with this.  First of all, the results were not 60p 1080.  The camera did not properly capture the number of images.  The video was very jerky, the images were not smooth.  It seemed more like i than p.  The moving birds’ wings were only showing at a few positions on the video instead of a smooth motion which I get using my 30p 1080 iPod touch 5.  The other issue was that when I moved the camera to follow the bird, the camera couldn’t keep up with the data and the background image became pixelated.  This has never happened with the 30p iPod and is unacceptable.

On the plus side, the images had good resolution; they were very sharp for the most part.  The video result had a much higher resolution than on the iPod for distant images (but not for macro, tested later).  Also, the brightness of the image on the phone while filming was great.  The exposure values were good, though there were some issue with over-exposure.  

Then I switched to 4K video to try that out (supposedly at 30p).  When I went to play it back on my iMac in iPhoto it was terrible, the video image was jerking as the video panned slowly to the right.  When I tested it again by playing it back on the phone, I did not notice this jerking, so this may be a software issue with iPhoto.  I’m also running an older version of the OS which may be the issue- though you would think that they would have updated the software to properly handle 4K. 

Also, when I first connected the iPhone SE to my iMac, iPhoto went crazy and kept flashing back and forth between different screens.  This was very disconcerting.  After I disconnected the iPhone and restarted the computer it seemed to be ok.  When I re-connected the iPhone the next time, it did not do this.

Then I went to try the camera for still images.  The images were OK, they were not outstanding at all.  Next, I used the macro camera and macro video.  In one case the video was good, but in another it was poor.  The camera was ok for macro pics, but not outstanding.   It did not measure up to the iPod in this area.  The macro video was also not able to properly depict the motion of  a moving subject (running carpenter ant).

Since my main interest was the camera and video capabilities of the phone, I decided that this was not the right tool for me.  Plus, its overall cheap-seeming construction and components were not worth the price at all.

I went into the Apple store and I was able to return the phone without any issues within their allotted time frame.  I am pretty disappointed in the quality of the phone, having both hardware and software issues.  And with the company for not properly identifying these problems before releasing the phone to the public.  But this has been their M.O. for quite a while now.  I think there are some deeper issues that need to be addressed at Apple.

iPhone SE flies off the shelves, yet production is “slowed?”

usa-1026228_1280

by,

Suzanne Coleman

I decided that I wanted to buy the iPhone SE, so I went to the store to check it out and make sure it offered the features that I wanted.  While its camera isn’t very good and the 4K video looks ok, on a tiny screen, it did have dictation capabilities  which I think will be great for writing my books more efficiently (though Apple gets to screen everything you say, wonder what the fine print is on that??  NSA….).

I asked the store representative if they had any of the rose gold (I call it pink) 64 G in the store and she said they were sold out.  They’ve been mostly sold out for weeks.

Hmm…

If this is the case, then why are news outlets reporting a pull back on production of the iPhone?  Is this information accurate?  It seems to have been, in the past, when similar reports were released in the US.  This report was very vague though.  There were no indications of which phone/s’ production was/were slowed.  Maybe they slowed production of only certain models, like the iPhone 6.  Apple is expected to release the new iPhone 7 this year, so it would make sense if they decreased production of last year’s model, no well-managed company (not that they are…) would want to have tons of unsold overstock.

I asked the store’s staff how could I find out when they have the phones back in stock.  They told me that I could use http://www.apple.com to select the phone I want, and then I should hit “check availability” to see if the store has it.  So when I went home I tried this.

On Saturday, a couple of days later, most of the stores in my search results (about 15 stores) had the phone.  But the next day, all of the stores in my area were sold out.  I repeated this search over the next 10 days or so and none of the stores seemed to receive a new shipment (poor management…).

This is “vaguely” familiar, Apple not fulfilling customer demand.  Now as a stock-holder (not sure for how long that will continue), I have a problem with that.  You can’t bring in income if you don’t have the product available.  Apple has had so many issues with this over the past decade or so, yet management is the same as far as I can tell.  There is clearly demand for the phones, but there are no phones to fulfill that demand.  Why?

Then we hear that they are slowing production.  If that applies to SE, are they saying they made a mistake in selling this phone?  Do they want to pull back on it for some reason?  I don’t know.

I finally decided to order one for delivery, it “only” takes 3-4 weeks, though the website said 2-3, the dates were 3-4, another oddity.  So here I sit, iPhone-less for now.  Typing this article with my own two hands.  The old-fashioned way.  Man are they tired.

Why do I mention all of this?  As a shareholder the stock has performed poorly over the last year.  This company makes billions in profit annually (well, quarterly) yet investors are losing money.  Something needs to change, and as an analyst, I see the issue being at the top.  Management isn’t making the best decisions when it comes to production, sales and distribution.  There are also innovation lags compared to the competitors.

Maybe those nay-sayers were right, in fact they were, the stock was $135 and now it’s around $105.  That my friends, is not how you want to invest your money.  Waiting for a turn-around may be a long wait.  Maybe it’s time to take the losses and invest in another business…

 

Apple Stock Dives, but do you know Why?

by,

Suzanne Coleman

Apple stock (AAPL) is down 3.66% as I write this story.  Not good.  Is this because Apple sold a record number of its new iPhone model this past weekend?  No, that’s not it.  Is it because Apple is coming out with a free software upgrade for its computer users?  No, I doubt it.  But, I think I know what it is.

I own Apple stock (let’s question why another time…) and I just received a margin call on this equity.  E-Trade raised its capital requirements SIGNIFICANTLY and the call is due on Thursday.  Previously requirements were only 30% equity, they raised it to 45%.

As the stock fell yesterday, people are likely selling to cover their margin requirements today.  I could call around and see if other brokers have also raised their requirements, but since this is an unpaid gig, you’ll just have to include that as a likely possibility based on the stock’s recently unstable and unpredictable performance, with no underlying logic.  I wouldn’t throw my money at it without securing it either, at this point.  The company is good, but it could be better in many aspects, but that’s America today.  It’s one of the best though and I repeat myself yet again, there’s no logical reason for this drop in price.

In fact, today another analyst has started coverage with a 12-month price expectation at $150.  The average is now an expected $145.77 per Yahoo! charts.  With a PE of 12.51, that’s pretty good.  Exclude all the lofty dreams of google glass (oh wait, different company…), a magical Apple iCar, Apple streaming TV service, etc., this company still outperforms most businesses today.

Apple Beat Expectations for iPhone

By,

Suzanne Coleman, MD

Ok, so let’s review this one more time.  I am tired of the manipulations and lies.  In the most recently-ended quarter Apple BEAT expectations for the iPhone sales.  Many bloggers/”journalists” are saying that they missed, and that everyone should bail out of Apple (wow, great analysis, based on literally, nothing).  No, they beat.  No one even mentions that their “miss” is actually based on hyper-inflated dream-idealogy numbers, not analysts’ consensus expectations.

So there you have it folks, something I like to call “the facts.”  Beware of what you read on other blogs, or even “news” outlets.  There are many people/organizations out there who have some kind of issues with Apple doing well, and are doing whatever they can to destroy it.  In medicine, we call those people psychopaths.

By the way, if you are investing based on what people are writing about stocks, you need to do some more homework, and get your information from several sources.  That way it will be closer to fair and balanced information, which is always the best for you and your portfolio.

_______________________________

Yes, I still own Apple stock.

Apple’s Next BIG NEW IDEA

by,

Suzanne Coleman

I’ve got the inside scoop for you here, don’t miss out.

I found out through my secret connections that Apple was looking to purchase a big piece of property that it could use to expand its business further into Europe and the Middle East.  They also wanted to find land and facilities that would be useful for company retreats and vacations.

When reviewing the current opportunities, executives considered location, size and what the property would offer to them and their thousands of employees.  They also looked at possible tax breaks and other tax implications.  They currently have billions of dollars stashed in Europe because of tax advantages.

I gave Tim Cook a call and told him about what I thought was the perfect solution.  It offered everything they wanted, a central location in Europe and the Middle East, with good access to Western Asia and Northern Africa as well.  It was available at a deep discount, but offered vast lands and a vacation-like atmosphere.

I told Tim Cook that Apple should buy Greece.

And he agreed.

Not only would this acquisition solve Apple’s current needs, but it would help stabilize Europe’s economy and the US stock market.  It would also give Apple a seat at the European Union’s policy-making sessions, and that’s never a bad idea for a company who is looking to expand their business into an area.

Of course all of this is currently fictional (in case you weren’t sure), but I think it really is the best solution all-around to the current Greece debt issues, and Apple could certainly afford to do it.

If you like my idea and decide to go ahead with it Tim, all I ask is a 10% commission and that you save me a nice house with a sunset-view.  Let me know.

Apple to Report Earnings Monday after close

by,

Suzanne Coleman

Apple’s post-holiday quarter earnings to be released this coming Monday after market close.  I think share price will rise to $142.

Who Violated Apple’s Firewall System to Destroy iTunes?? WHO DID IT?

by,

Suzanne Coleman

While Apple (AAPL) stock has been trading down since the Apple Live Event on Monday, the 12 month expected price of the stock continues to creep up, seemingly unnoticed.  Over the last week or so it has increased several dollars and is now noted to be $137.80.  Current trading price of the stock is $123.76.

Per other news media outlets today (take your choice, pick one), many of Apple’s (AAPL) online services were not functioning this morning for several hours, and some outages reportedly continue at mid-day (Reuters).  There are several possible reasons for this, let’s take a look.

The most likely reason is that somebody really, REALLY wants to get their hands on Apple Watch’s undisclosed secrets and has penetrated the company’s security systems in search of their “gold,” leaving utter code destruction and dysfunction in their wake.

On the other hand, it’s possible that it could be someone from Anonymous who read yesterday’s article about how Apple has failed to respond to thousands of customers’ concerns for several MONTHS over a software issue that is driving people crazy and has decided that they need to “take the company down a peg.”  See the article here:  http://www.forbes.com/sites/gordonkelly/2015/03/10/apple-ios-8-2-problems/

Equally probable, it could be Iran who desperately wants to start up their own App store so that they can raise their “cool points.”  Taking what seemed to be the easy route, they busted into Apple’s systems to get a copy of the code that Apple uses to run their store.   They probably figured that since our government thought it was ok to just illegally access their computer systems, heck why not do the same thing they did?

Maybe it’s Martians (are there any still up there, or have they all relocated to the suburbs, wearing smart outfits?) having a bit of Wednesday fun.  You know how BORING the suburbs can be.

Maybe there were so many people trying to download the new Apple Watch App that they overloaded the system, you know, fried it.

Maybe Apple finally realized that the search software in iTunes is the worst I have ever seen, likely causing them to lose millions in potential sales.  So this morning, before they had their coffee, they decided to revamp the whole project, again, but forgot to tell all of us that they were going to do it today.  Oh, well.

Maybe Tim was just so tired after Monday’s event that he threw his hands up in the air and wanted to “just take a break from it all.”

Whatever the reason, I think shares should be back up at at least 129 asap.  I agree with other analysts that $160 is a very likely 12 month price target.

🙂

 

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*NOTE:  I own shares of Apple stock, but I still try to keep my sense of humor.  Oh, and in case you could’t tell, most of the above is an attempt to make you laugh, or at least think.

 

Apple Stock, Looking Good

by,

Suzanne Coleman

 

I think this is a good time to buy Apple stock.  It’s down quite a bit now off it’s intra-week historical highs.  It reported record increased profits last quarter of over 40% vs. last year’s holiday quarter.  The current quarter might show stronger than expected sales as well due to the popularity of the newest iPhone versions around the world.  This is particularly true in China, and they just celebrated their new year’s holiday where a part of that celebration is that nice gifts are exchanged.  Because of this some analysts have said that they think iPhone sales may show a significant boost this current quarter.

The negative news in the last few days about patent lawsuits being brought against the company is not likely to have a significant impact on the value of the company.  The judgement just laid down in Texas in favor of Smartflash (the company that brought the suit) is being challenged by Apple, and the next legal battle will take place in another court, in another area.  The original suit was tried in same area of Texas whereSmartflash is based.  It has been reported by others that this same retrial method has been used in the past in similar suits brought by Smartflash against other technology giants, and those suits ended up with verdicts that were much more favorable for the sued company after the appeal.  And while $500 million or so sounds like a lot of money, it is less than one percent of Apple’s annual revenue of about $199 billion, or about 8% of their annual profit of about $70 billion.

The new suit brought by Ericsson is a negotiating tactic (per the press).  Each of Apple and Ericsson have brought a suit against the other for the same reasons in this situation, contract term renegotiations.  In other words, they want better terms for themselves and they are playing a game of chicken suit.  Lawsuits are essentially a part of big business, at least they have been as long as I have been following business (almost 20 years).  In most cases, these suits do not result in any detrimental outcomes to either party.

The Apple Watch is looking more and more like it will be a hit, though no one can truly predict that.  Competing businesses who also make techy watches (like Pebble) have already had millions of orders for theirs.  Those watches are not as highly functioning as Apple’s and one might say that they are not as “cool” or “trendy.”  Plus, big bankers like Morgan Stanley are predicting big sales in the Apple Watch this year.  So that is another plus for the stock.

There are some people writing about how the NASDAQ’s lifetime high is “bad” and “dangerous.”  What did they think, that it would never grow?  I just don’t get it…  To me it seems more like people who are trying to manipulate the market to get the outcomes they want so that they can get a point to buy in at a lower price than the current one, and then sell it later when it rebounds.  You see this a lot with people who write about the market, putting out “news” headlines that are overly strongly worded to give the reader a negative or positive sense of urgency, but in reality, in most cases, it isn’t even news at all.  People still react to it though, to some degree.  Maybe if everyone learned not to, there would be more stability in the market.

So to present the other side of the argument.  Could Apple plummet?  Yes, it has happened before.  Could the market plummet?  Yes, especially if everyone starts panic selling based on unreasonable fears.  So, let’s not do that, ok? 😉

Apple is very well-valued with a low PE, especially for a company showing continued good growth.  See my other article on PE and “reasonability” here:

https://sliceiconic.com/2015/01/27/reasonability/

If there is one thing I have learned, it is that the stock market is both predictable, and unpredictable.  Unfortunately, that’s the way it goes.  As some have told me, it is like gambling, and I’ve come to realize these days that they are right.

 

NOTE:  I own shares of Apple stock.

 

 

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Hmm.. this sounds INTERESTING (Apple Watch)

by,

Suzanne Coleman

 

Just a quick note, I came across this article this afternoon on what the Apple Watch might be able to do, and thought it sounded PRETTY COOL.  So, if you’re interested, check it out.

http://finance.yahoo.com/news/tim-cook-explains-one-very-202438588.html

I’m thinking more and more that this thing could be BIG!

 

 

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_________________

NOTE:  I own shares of Apple stock.

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