AAPL

Discussion in 'Stocks' started by Phill Twist, Aug 4, 2015.

  1. ironchef

    ironchef

    Use the cash stashed outside the US to buy a company outside the US?
     
    #811     Feb 6, 2017
  2. vanzandt

    vanzandt

    Either/or...
    Say they wanted to buy Acme VR based in San Jose,CA. Do they have to pay taxes on the money they bring in to buy it? So if Acme costs 1 Billion, they have to bring in 1.35 Billion?

    Or can they structure the deal outside the US? And how would that work when Acme starts being accretive to the bottom line?
     
    #812     Feb 6, 2017
  3. vanzandt

    vanzandt

    The reason I ask is I'm trying to figure out when AAPL is going to make a MAJOR purchase.
    Will they wait for Trumpy's tax plan or just do it.
    Make no mistake about it.... AAPL is going to buy something big in '17.
     
    #813     Feb 6, 2017
  4. Jamie J.

    Jamie J.

    Seems like new highs are coming for AAPL this year. And it's more than real.
     
    #814     Feb 6, 2017
  5. dealmaker

    dealmaker

    #815     Feb 6, 2017
    vanzandt likes this.
  6. JackRab

    JackRab

    Vanz, I was thinking about this a while back.

    What if they buy an empty shell company, listed in Europe somewhere. Transfer all their cash overseas earnings in it. Then spin-off that company, so all current Apple shareholders own a similar part of that company as well... Then have that company pay out 100% dividend.

    No penalty for repatriation... simple... o_O

    And if needed they can then do a secondary IPO to get some cash back in the US...
     
    #816     Feb 6, 2017
  7. ironchef

    ironchef

    Yes, perhaps similar to some form of a Reverse Morris Trust sale.

    .
     
    #817     Feb 6, 2017
    JackRab likes this.
  8. JackRab

    JackRab

    I keep reinventing stuff... I'll put this one as well on my list of great ideas that have already been done... thanks...
     
    #818     Feb 6, 2017
    ironchef and vanzandt like this.
  9. I saw this over the weekend.
    It's a nice market comparison you don't normally see.

    Basically, they illustrated the growth of iPhones and the annual percentage of current owners that buy a new phone every year. The article only emphasizes the replacement rate, not new owners.

    But in 2018 they are suggesting that 203 MN iPhone owners will be ready for a new replacement. That is approximately 51 MN per quarter.

    'Apple sold 212 million iPhone in its fiscal year for 2016, down 8%. '

    They sold 45 MN iPhones in 3Q of last year and 76 MN in 4Q of last year.



    The growth rate is phenomenal and I believe the retention rate among current owners that buy another one is the highest in the industry at 76%.

    They can basically retain their current sales rate just by selling to current customers.

    These are pretty impressive statistics.

    Imagine what it would be like if they sold the Iphone 4 or 5 in developing markets like India or China where more people could afford to buy a cheaper iPhone.


    -----



    The installed base of current iPhone users now stands at about 691 million phones, according to Sacconaghi. By 2018 that number is estimated to be 855 million:


    [​IMG]



    By 2018, 203 million iPhones will become old enough that users are likely to buy a new model:

    [​IMG]

    The upgrade rate stays at roughly 1 in every 4 iPhones in the installed base, annually:


    [​IMG]



    In other words, Apple can expect to get a year's worth of new iPhone sales simply from the one-quarter of existing iPhone users who feel they will need a new phone.



    http://www.businessinsider.com/ipho...tm_source=yahoo&utm_medium=referral&r=UK&IR=T



    http://bgr.com/2014/03/14/apple-vs-samsung-customer-loyalty/

    http://www.infositehub.com/apple-iphone-plus-sell-ever-4q-2016/
     
    Last edited: Feb 6, 2017
    #819     Feb 6, 2017
    vanzandt likes this.

  10. That's a nice pic of their HQ and they have a new one under construction.

    I hope they don't fall under the new HQ syndrome.

    A lot of companies build brand new headquarters and then go bust a few years later........GM, Enron, Sears. But Apple has $246 BN on hand........so that's not likely to happen.
     
    #820     Feb 6, 2017