Schaut mal was der Typ sagt.. Apple: 7 Reasons Shorts Can't Sleep At Night3- Apple CFO Peter Oppenheimer's lowball guidance worked. In the October earnings call Oppenheimer announced that Apple's holiday quarter guidance was for EPS of $11.75 which represents a year over year decline of 15.28%. Before Oppenheimer's guidance, the analysts were forecasting holiday quarter EPS of $15.44. In response to Oppenheimer, Wall Street expectations have declined to EPS expectations of $13.33. Expecting a year over year decline in EPS (last year was $13.87) is a favorable scenario for Apple investors. Oppenheimer got what he wanted. According to the research of Robert Paul Leitao, Apple's guidance tends to be closer to actual results in the waning quarters of each iPhone model year whereas actual rates of revenue growth tend to handily surpass management guidance in the quarter's immediately following a new iPhone release. Actual EPS has averaged 30% higher than guidance in the first two quarters following an iPhone handset refresh. Even more bullish is Jefferies analyst Peter Misek. All you need to know about Misek is that he should change his name to Mr. iPhone. This guy can be hit or miss regarding the accuracy of new product predictions like Apple TV but his iPhone forecasts are as good as any. He was the analyst responsible for alerting the street to the reality of an iPhone 4S rather than the iPhone 5, it was his December report from Asia that alerted investors to Apple's plan of offering multi-colored iPhones in the summer of 2013, and he also was near the lowest of analyst estimates for iPhone sales last quarter when Apple missed consensus. Apple didn't miss Misek's number, he predicted sales of 26 million units and actual sales came in at 26.9 million. Misek is a well educated analyst who understands what it means to under-hype so that Apple can be judged fairly. seekingalpha.com/article/1111141-apple-7-reasons-shorts-can-t-sleep-at-night Dear Herr, Ich werde sicher sehr gut schlafen können. Denn ich habe fast 25 T EUR in Short Absicherungen und muss ehrlich sagen...Bis jetzt brauchte ich keine Angst haben...Miene Verluste liegen trotz fast 50 Punkte Dax höher und SP über bald 25 Puunkter höer Stand bei sehr geringen 5 % ! Gegenteil Liebe Herr, Ich werde weiter kaufen...Sie könne gerne Morgen Apple die technische Gegeneration kommen lassen.... Ich hae das Spiel gesehen wie es läuft...Nicht zu vergessen wie es von 655 USd bis 680 USD hoch ging, dort wurde der Kurs gehalten für ein bis zwei Tage..und dann ging es unter die 6,55 druch wie Butter.... Nicht bei allen Investoren ist der Verstand ausgeschlatet... Daher viel Glück beim Verkaufen oder verkleinern ihre Apple Positionen... . |
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