Winning is grabbing momentum, profiting from it and then releasing it
A winner must be willing to embrace change and welcome challenge. The biggest “fear,” if there is one, is not of the unknown, but of becoming complacent and stagnant. An environment of change and even uncertainty can energize a mentally strong person and bring out their best.
Portfolio rotation changes. Made some changes this morning; sold balance of ANET and sold all of CMCM and VNCE. Purchased shares in DIS (Disney), SBUX (Starbucks) and QQQ.
APPLE ANALYSIS - 2014 AND BEYOND
Unless there's an overall wall street calamity, Apple (AAPL) will certainly pass the 100 share mark sometime this year.
Everyone knows about the upcoming iphone 6 with it's bigger screens
Everyone knows about the upcoming new product, iWATCH
Everyone knows that AAPL has raised their dividend
Everyone knows that AAPL has increased it's amount of buying back shares
Everyone knows about it's increase presence in China
Everyone knows about it's purchase of Beats
Everyione knows that it's P/E ratio is below the average S&P P?E making it a value cheap stock !
However, that's all happening this year, in year 2014. What about 2015?
I see the iwatch as just the beginning of the Tim Cook regime of new apple innovative products. I see major upgrades in the ipad tablet market and Mac PC markets in 2015. The MAC PC has made share market gains in the PC arena and the ipad continues to grow where it might hit PC market strength.
I see Apple's first major purchase of Beats as just the beginning of bigger acquisitions in 2015.
I see Apple making a bigger play in the international arena as more exposure such as in Japan.
I see a bigger dividend increase and a bigger share buyout announcement in 2015
I see a bigger splash in Apple TV in 2015. (iTV)
There's much discussion about Apple making inroads toward Home Automation.
I see APPLE making a huge splash in providing a major online payments platform (ipay)
They could even surprise and buyout a company like Netflix ! !
A huge arena will be iAD. With all the integration of the various Apple products, AD money will finally hit Apple (which is currently Google's cash cow)
I see AAPL joining as one of the DOW Jones stocks in 2015 which will require a multiple of major funds to purchase AAPL.
Below the radar, itunes quietly makes billions, Forbes estimates making 25 billion per year by the end of the year 2015!
CEO Tim Cook, it has been announced, is actively looking for new AAPL board members to replace aging (and non-productive) members. This is looked out by the Street as a huge positive.
This wil result in a huge increase in earnings and revenue income, an even greater cash horde, and continued to be debt free...
The respected forum, Forbes, recently came out with a report thinking Apple could make 1.5 trillion by the end of 2015 which translates to a share price of $250 per share.
Be ready for the third week of July when AAPL, Facebook, and Netflix all report ernings within three days of each other !
AMZN 12/31/14 500.00 projected
BIDU 12/31/14 260.00 projected
TSLA 12/31/14 245 2nd projected (2/10)
TSLA 12/31/14 220 projected (original projection MADE)
NFLX 12/31/14 475 2nd projection (2/27)
NFLX 12/31/14 415 projected PROJECTION MADE
PCLN 12/31/14 1600 projected
AAPL 12/31/14 775 projected adjusted for split 112
AAPL 12/31/12 532.17.... 76.08
YHOO 12/31/14 60 projection
YHOO 12/31/13 40.44
ILMN 12/31/14 295 projection (added 3/6/2014 priced 171.23)
ILMN 12/31/13 110.59
ILMN 12/31/12 55.59
Catching Fire started during thanksgiving week, Nov 2013
Always be in the lookout for companies in new and exciting industries