Posts Tagged ‘Apple’
China Slowdown Will Plague Markets For Years
What a start to the year. CJF’s contrarian prediction of 1,860 on the S&P came to be on January 20th. Subsequently, the market rallied strongly on the hint of more quantitative easing out of the ECB, and the adoption of negative interest rates by the Bank of Japan. Any doubts that 2016 will be a…
Read MoreTim Cook & Apple Confirm China Strength
Apple posted an excellent Q3 result; 48 million iPhone shipments exceeded expectations, gross margin approached 40% (32 bps above last year), and EPS grew 43%, an impressive growth rate for the largest company in the world by market capitalization. Mac computer units grew 3% despite a 11% contraction in the overall global PC market. Iterations…
Read MoreFacebook Considers a Spring 2012 IPO at a $100 Billion Valuation
We all knew it was coming, a spectacular IPO at a high valuation, for one of the world’s most innovative and intriguing companies. After many years of capturing young people’s internet time around the world, Facebook is moving closer to an IPO, reportedly valued at a $100 billion. The company may potentially file before year-end…
Read MoreThe Johnny Cash Project – Google Now A Global Marketing Titan
Google recently ramped up spending to pursue initiatives described by the company as the next billion dollar opportunities. During the first quarter of this year, Google had plenty of detractors as the growth rate in expenses far outpaced the growth rate in sales. In Q2, there was a slightly different tune as Google achieved a…
Read MoreGoogle (GOOG) – A Focused Internet Giant
Google (GOOG) was highlighted in a post we did after the announcement to acquire Motorola on 8/15/11. In actuality, Google has the opportunity to produce 20-30% stock price returns for a number of years as investors today are buying into the stock at the ex-financial crisis low valuation. We break down Google into the following…
Read MoreGoogle (GOOG) to acquire Motorola – Investment Analysis
Google announced an agreement to acquire Motorola Solutions (MMI) as it continues a push into mobile internet and mobile hardware. The deal was announced for $12.5B and shareholders of Motorola Solutions will receive $40 per share in cash. This is a cool 63.5% for shareholders of MMI relative to Friday’s closing prices. Larry Page and…
Read More