The last time Shah Gilani recommended Microsoft to Private Briefing readers as a "New Buy," I asked him if he had a Windows-powered crystal ball - or a listening device planted in the software firm's Redmond, Wash., headquarters.
apple inc. (nasdaq: aapl)
- This Tech Blue Chip Is On Sale
- Ten Numbers Shaking the World Right Now
- Shah Gilani: Why Apple Stock Is Still a Winner
- Apple: Don't Hate the Player, Hate the Game
- Apple iPhone 5 Demand Alone Will Push Stock Price Past $800
- Apple TV: What We Know, What We Don't and Why You'll Stand in Line to Get It
- Six Ways to Win Big on Apple's (NASDAQ:AAPL) New iPhone 5
- Tech Stocks to Watch: Apple Inc. (Nasdaq: AAPL), Research in Motion (Nasdaq: RIMM), Guidewire Software
- Apple Inc. (Nasdaq: AAPL) Loses its Magic Touch with Steve Jobs' Departure
- Apple Inc. (Nasdaq: AAPL) to Unveil New iCloud Service With Special Appearance by CEO Steve Jobs
- Is Apple Inc. (Nasdaq: AAPL) Undervalued?
Here are this week's need-to-know facts about the stock market, economy, Wall Street, and life-changing global events...
It's the numbers that count in this crazy world. They can tell stories that words sometimes can't.
Here's a look at some of the fascinating, infuriating, amusing, depressing, and altogether important numbers that the world has put up on the board recently - and why you need to know them.
Also, hear Shah's simple explanation of how Apple's bond offering is actually going to be a positive for Apple stock, as he breaks down complicated financial metrics and accounting rules for viewers.
Hauling Apple's CEO Tim Cook to Washington last week to get berated in front of a Congressional committee was sadly nothing more than typical DC kabuki theater.
Corporations have been using similar tax dodges for decades and Congress has always harrumphed and looked the other way. Perhaps because real tax reform would have real consequences?
If Congress actually has the nerve to grab some sketchy offshore corporate revenue, you need to know what it means for your stocks.
The long-anticipated next-generation iPhone is expected to debut at an Apple Media Event Sept. 12 and go on sale Sept. 21.
Rumored improvements such as a bigger 4-inch screen and 4G LTE network compatibility have heightened consumer anticipation, even slowing sales of the current iPhone 4S.
A recent survey of more than 4,000 American consumers by ChangeWave Research indicated that many can't wait to give their money to Apple Inc. (Nasdaq: AAPL).
"Advance demand for the iPhone 5 is strikingly higher than we've seen for any previous iPhone model," Paul Carton, ChangeWave's vice president of research, told Computerworld.
In addition, extraordinarily positive guidance from several iPhone component suppliers hints that Apple has ramped up production like never before. Cirrus Logic (Nasdaq: CRUS) forecast a 70% sales increase for the current quarter. Omnivision (Nasdaq: OVTI) said it expected revenue to jump 38%-50%.
[ppopup id="70925"]Six ways you can make money as the masses flock to Apple for the iPhone 5. [/ppopup]
And with Apple's huge patent case victory over Samsung two weeks ago casting a cloud over the iPhone's Android-based competitors, conditions are ideal for a huge iPhone 5 launch.
In a note last month, Piper Jaffray analyst Gene Munster, predicted the Apple iPhone 5 would be "the largest consumer electronics product upgrade in history." He forecast the iPhone 5 will sell 6-10 million units within its first 10 days.
Another analyst, Horace Dediu of Asymco, has projected iPhone 5 sales of about 170 million units over the next year, which would beat first-year sales of the iPhone 4S by about 70%.
Given that the iPhone contributes more than half of Apple's profits, any large increase in iPhone sales will deliver a mammoth boost to the bottom line. And those rapidly rising profits will keep pushing AAPL higher.
After coming under some brief pressure, Apple has since powered its way to new all-time highs.
Much of that rally stems from one key fact: Apple is set to release the hotly watched iPhone 5 as early as Sept. 21.
Make no mistake about it -- this is a key product launch for the firm, its stock and the whole mobile computing food chain.
Based on the number of people who want to buy the new device the moment it comes out, I think the iPhone 5 launch promises to be another huge success.
Clearly, the market agrees or Apple shares wouldn't once again be on such a tear.
For investors, that means it's time to take a serious look at how to ride this trend as the iPhone 5 product launch unfolds.
In fact, I've found six ways investors can play the iPhone 5's release right now. They include:
iPhone Play Number 1: Apple Inc. (NASDAQ: AAPL)
No doubt, many investors wonder if Apple stock can go much higher. Yes, it sports a high sticker price. But take a look at the numbers.
AAPL trades at just 12 times forward earnings, in line with the overall market. It sports a PEG of just .65 and has an operating margin of 35%.
Talk about cash flow. It has $27 billion in cash on hand and an equal amount in free cash coming in. And earnings will likely continue to grow at 20% a year.
Not only that, but the iPad is still ripping the high-tech market to shreds. Shipments grew 44% to 17 million in the second quarter, giving Apple the lead in the fast-growing tablet market.
Now you know why Peter Misek, an analyst at Jefferies & Co., has raised his price target to $900 from $800 a share, for a potential upside of 38%.
Major change for RIM: Research in Motion, the struggling Blackberry smartphone maker, has named a new Chief Executive Officer to replace co-CEOS Mike Lazaridis and Jim Balsillie - but could be too little, too late for RIM.
The company announced Monday morning that RIM-insider Thorsten Heins would take over the reins effective immediately. Lazaridis will stay on as vice chairman of the board; Balsillie will stay as a director.
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Jobs helped Apple's share price climb to $373 - a 9,020% gain since 1997 when he was named interim CEO. Earlier this month, Apple's market capitalization grew to $337.17 billion and it briefly displaced Exxon Mobil Corp. (NYSE: XOM) as the most valuable U.S. company, but was unable to hold the lead.
All this from a college dropout who quit his first job to backpack around India.
Yet, the legendary Jobs stunned fans and employees late Wednesday when he announced he would step down as the chief executive officer of the tech giant, 35 years after making his first computer in his parents' garage.
Jobs recommended the company appoint his current fill-in Chief Operating Officer Tim Cook as CEO. Apple's Board immediately did so.
Still, as capable as Cook may be, Jobs' "magic man" presence is irreplaceable.
"I believe the top is in for Apple and it will become a more "normal' company in the future," said Money Morning Global Macro Trends Specialist Jack Barnes. "Steve was an edge they cannot replace. While the company is rich and profitable, it has lost its prophet."
Steve Jobs' Irreplaceable Creative ForceThe news wasn't a shock to some Apple-watchers who speculated Jobs' worsening health would lead to a premature exit.
Jobs had been on medical leave since January, popping up occasionally for conferences and product unveilings. This is his third health-related absence; he was gone in 2004 to undergo pancreatic cancer treatment, and again in 2009 for a liver transplant.
Jobs' personality and demanding management style - paired with his creative genius - are what vaulted Apple to the innovative tech leader it's become.
Perhaps the hardest loss for Apple will be Jobs' intuition.
"The big thing about Steve Jobs is not his genius or his charisma but his extraordinary risk-taking," Alan Deutschman, who wrote a biography of Jobs, told The New York Times. "Apple has been so innovative because Jobs takes major risks, which is rare in corporate America. He doesn't market-test anything. It's all his own judgment and perfectionism and gut."
In an extremely unusual pre-announcement Tuesday, Apple said Jobs will be on hand to introduce the company's new cloud services offering, which will allow users to access music and other media over the Internet. Jobs has been absent most of the year since taking medical leave in January for the second time in two years, except for an appearance in March to introduce the iPad 2 and a few recent interviews.
Jobs usually keeps information on new products tightly under wraps until they are officially unveiled, but Apple posted a conference preview on its Web site that mentioned the iCloud offering.
But shockingly, even at $323 billion, Apple still looks cheap.
After all, the company still sports a tiny 13-times forward earnings multiple.