CESE sobre as renováveis declarada inconstitucional

[superimpecavel]

Eu tenho lido muito sobre a Apple e estou com um feeling que daqui a uns meses as acções vão passar dos 300$.
Posso jogar pelo seguro e esperar por vários indicadores e análises mas se esperar muito o investimento fica cada vez mais caro dado a subida das acções...

[Sr_SNiper]

Cada acção vale 258$ nesta altura?
Eu quero comprar acções da Apple e só nao comprei ainda porque ainda nao aderi ao Caixa Invest mas a continuar a subir assim fica caro...

A ideia é comprar caro e vender ainda mais caro...
Se cores comprar barato para dar de graça, há imensas cotadas que podes investir que que estavam 200 % 300% ou 400% mais baixo que á uns anos ou três anos.

Sr Sniper, eu abri o meu 1º tópico precisamente sobre as acções da Apple eem como as pretendia comprar por achar que elas iriam subir cada vez mais.
http://caldeiraodebolsa.jornaldenegocio ... hp?t=72879

Em um dos post acabei com a seguinte frase:
"É sempre um risco e na bolsa não há certezas mas prefiro arriscar e perder algum dinheiro do que ver as acções daqui a uns tempos bem acima dos 300$ e eu sem nenhumas em carteira. icon_twisted.gif "

Espero que elas não subam muito mais pois assim que aderir ao Caixa Invest comprar acções da Apple pois não quero ficar com esse sentimento de frustação pois acho que elas daqui a uns tempos estão bem acima dos 300$.
Quando sair o novo iPhone (Junho/Julho) devem subir que nem umas doidas.

Vai com calma... A bolsa pode parecer a árvore das patacas mas não é...
ten uma estratégia... vais seguir AT, AF, longo prazo, curto prazo... tudo na apple e seja o que Deus quiser???
Isto não é fácil...

[superimpecavel]

Cada acção vale 258$ nesta altura?
Eu quero comprar acções da Apple e só nao comprei ainda porque ainda nao aderi ao Caixa Invest mas a continuar a subir assim fica caro...

A ideia é comprar caro e vender ainda mais caro...
Se cores comprar barato para dar de graça, há imensas cotadas que podes investir que que estavam 200 % 300% ou 400% mais baixo que á uns anos ou três anos.

Sr Sniper, eu abri o meu 1º tópico precisamente sobre as acções da Apple eem como as pretendia comprar por achar que elas iriam subir cada vez mais.
http://caldeiraodebolsa.jornaldenegocio ... hp?t=72879

Em um dos post acabei com a seguinte frase:
"É sempre um risco e na bolsa não há certezas mas prefiro arriscar e perder algum dinheiro do que ver as acções daqui a uns tempos bem acima dos 300$ e eu sem nenhumas em carteira. icon_twisted.gif "

Espero que elas não subam muito mais pois assim que aderir ao Caixa Invest comprar acções da Apple pois não quero ficar com esse sentimento de frustação pois acho que elas daqui a uns tempos estão bem acima dos 300$.
Quando sair o novo iPhone (Junho/Julho) devem subir que nem umas doidas.

[Sr_SNiper]

Cada acção vale 258$ nesta altura?
Eu quero comprar acções da Apple e só nao comprei ainda porque ainda nao aderi ao Caixa Invest mas a continuar a subir assim fica caro...

A ideia é comprar caro e vender ainda mais caro...
Se cores comprar barato para dar de graça, há imensas cotadas que podes investir que que estavam 200 % 300% ou 400% mais baixo que á uns anos ou três anos.

[superimpecavel]

Cada acção vale 258$ nesta altura?
Eu quero comprar acções da Apple e só nao comprei ainda porque ainda nao aderi ao Caixa Invest mas a continuar a subir assim fica caro...

[atomez]

Isto é um espanto, até mesmo para mim que estou altamente bullish em Apple!

A seguir à apresentação dos resultados trimestrais, que ultrapassaram largamente as expectativas dos analistas

Apple Smashes Targets on Earnings, Revenue

The Mac maker on Tuesday posted adjusted earnings of $3.33 a share, up from the $1.79 profit in the year-ago quarter and well above the analysts' estimates of $2.45.

Sales for the fiscal second quarter ended last month were $13.5 billion, up from $8.16 billion last year and greatly exceeding the $12.02 billion analysts were looking for.

Looking ahead, Apple says it expects earnings of between $2.28 and $2.39 a share on sales in a range between $13 billion to $13.4 billion. The midpoint of that guidance is a projected profit of $2.33 a share on $13.2 billion in revenue. Analysts were looking for a profit of $2.70 on $13 billion in sales.

No afterhours a AAPL deu um pulo de $15 para os 260

Os volumes são muito baixos, mas ainda assim... amanhã se verá.

[atomez]

Hands On New 4G iPhone



What's new
• Front-facing video chat camera
• Improved regular back-camera (the lens is quite noticeably larger than the iPhone 3GS)
• Camera flash
• Micro-SIM instead of standard SIM (like the iPad)
• Improved display. It's unclear if it's the 960x640 display thrown around before—it certainly looks like it, with the "Connect to iTunes" screen displaying much higher resolution than on a 3GS.
• What looks to be a secondary mic for noise cancellation, at the top, next to the headphone jack
• Split buttons for volume
• Power, mute, and volume buttons are all metallic

What's changed
• The back is entirely flat, made of either glass (more likely) or ceramic or shiny plastic in order for the cell signal to poke through. Tapping on the back makes a more hollow and higher pitched sound compared to tapping on the glass on the front/screen, but that could just be the orientation of components inside making for a different sound
• An aluminum border going completely around the outside
• Slightly smaller screen than the 3GS (but seemingly higher resolution)
• Everything is more squared off
• 3 grams heavier
• 16% Larger battery
• Internals components are shrunken, miniaturized and reduced to make room for the larger battery

iPhone OS 4.0: The Best New Features
• Multitasking: It's here, finally. It's handled with a simple task switcher: double click your home button, and you get a list of running apps. Select, switch, done. Multitasking is limited to audio streaming, VoIP and GPS apps, as well as a few other allowances: they can finish specific, important tasks in the background, for example. As far as non-music/nav/VoIP apps, those can be suspended in the background, but not left running.

• Fast app switching: With iPhone 4's multitasking, most apps aren't actually running in the background—just certain functions of the app, like an audio stream or a GPS lock. But! All apps can now be frozen, in full, so that when you reopen them, they're restored to exactly the state they were in when they were closed.

• Local notifications: Notifications can be sent between apps on the phone, not just from remote servers. In other words, if something important happens in an app you've opened and moved away from, a notification will pop up in whatever app you're using at the time, effectively saying "switch back to me!" It's a fairly clever way to keep track of multiple apps without the need for a start bar or dock-type interface.

• App folders: Now you can sort your apps into folders! That's homescreen clutter solved, just like that.

• A new Mail app: Unified inboxes, multiple Exchange accounts, fast inbox switching, threaded messages: These new features are actually a huge deal, since the iPhone's mail client has barely changed since 2007, and Apple doesn't allow alternative mail apps.

• iBooks: Oh hey, that iBooks ebook reader app and accompanying ebook store we first met on the iPad has ambled on down to the iPhone. Nice, since you can now take your books with you wherever you go, as oppose to wherever you go with your iPad.

• Custom backgrounds: Jailbreakers have them. Hell, the iPad has them. Now you can choose a persistent background for your iPhone—and not just for the lockscreen.

• Game Center: Apple's going to roll out a centralized gaming service—a multiplayer network like PSN or Xbox Live—to help connect games to one another, by the end on the year. There are 3rd-party services that already do this, like OpenFeint. They will probably die.

• iAd advertising: It looks like Apple's finally making use of Quattro, that mobile ad company it gobbled up a few months ago, by rolling out its own advertising platform, a turnkey ad plugin for app developers called iAd. The theory here is that instead of relying on links to external websites, which pull users out of apps whenever they tap on an ad, developers can use Apple's new tools to keep people in the app while still showing them advertising—sort of like popover browser windows. You can watch videos, play games, and even buy apps from within these ads. This is in the iPhone OS 4 developer tools, but it's not explicitly a part of OS 4, so you won't see apps with iAds until later this year.

• 5x digital zoom: Could this hint at a higher quality camera in the next hardware? 3.2 megapixels seems a bit low for 5x digital zoom.

• Bluetooth keyboards: Another carryover from the iPad, Bluetooth keyboard support will finally come to iPhone 4.

[Fenicio]

Macbook Pro! Nova linha acabadinha de sair do forno!

O anúncio foi feito há pouco mais de 1 hora.

http://www.apple.com/macbookpro/

[atomez]

Apple's iAd platform called a 'billion dollar opportunity'

When Apple's just-announced iAd mobile advertising platform matures and sees wide support from the App Store developer community, it could generate as much as $4.7 billion in revenue per year for the company, one analyst believes.

Brian Marshall with Broadpoint AmTech said Friday that Apple could employ a "hybrid" ad pricing model that would include cost per click, cost per action, and cost per 1,000 viewers. In a wide-ranging sensitivity analysis issued in a note to investors, the high-end pricing assumption could generate $32 per 1,000 viewers, at a price of $0.032 per ad, generating $4.67 billion in revenue in one year.

In the middle ground of his analysis, which Marshall cautioned investors relies on "numerous assumptions," Apple would earn $17 per 1,000, resulting in $2.48 billion in revenue.

"Once again Steve Jobs and gang did a phenomenal job with the iPhone OS update scheduled for summer (iPhone/iPod touch) and fall (iPad) launch," Marshall wrote. "While we believe multitasking was the single most incremental functionality added (of the 100+ new features), it is our view that AAPL's new mobile advertising platform ("iAd") stole the show and will be significant to the financial model."

He continued: "In fact, we believe the iAd platform could generate an incremental $2.5bil in revenue and $1.00+ to AAPL's financial model when the business hits its stride."

[atomez]

Este Steve Jobs é mesmo um génio do marketing!

Sabendo que as suas acções costumam retrair depois de um lançamento de novos produtos, logo de seguida apresenta os lançamentos seguintes para manter a expectativa em alta e não deixar cair o interesse.

Para além das outras coisas, o serviço iAd vai transformar a Apple numa das maiores agências de publicidade do mundo com enorme potencial de revenue.

O bull run promete continuar!

Multitasking, iAd, and more coming in iPhone OS 4.0
...
iAd

Jobs spent a good chunk of the event discussing the seventh "tentpole"—a centralized mobile ad network called (as rumored) "iAd." Developers will have APIs to add support for ads into their apps, and Apple (via its acquisition of Quattro Wireless) will handle all the necessary ad sales.



The ads will help support free apps, and developers will get an "industry standard" 60 percent of ad revenue. Jobs noted that Apple will soon have as many as 100 million mobile devices running iPhone OS in the wild, offering as many as 1 billion advertising opportunities per day. "This is a pretty serious opportunity," Jobs noted, while saying that a lot of current mobile advertising "just sucks."

Jobs said that iAd will offer advertisers a way to add the "emotion" that video ads on TV often have, but that Web and mobile advertising currently lacks. That includes building interactive ads using HTML5, CSS3, and JavaScript. He then demoed ads that Apple built to show off what iAd could do, including ones for Toy Story 3, Air Jordans, and Target.

Perhaps the best announced feature of iAds, though, is that it doesn't take you outside of the app you're using to view the ads. Dismiss the ad whenever you want, and you're right back where you left off.

Other tidbits

During the announcement, Jobs also briefly detailed some impressive sales numbers for the first few days of the iPad's availability. So far, Apple has sold 450,000 iPads. Users have purchased over 3.5 million iPad apps and 600,000 e-books from the iBookstore. The number of iPad-specific apps in the App Store is over 3,500 and counting.

During the Q&A session, Jobs reiterated Apple's position on adding Flash or Java support for its mobile devices. In a word, "no," it's not happening.

The iPad also came up. The response to the iPad has been "beyond belief" according to SVP of worldwide marketing Phil Schiller. Jobs said that he received several thousand e-mails praising the device, and that he isn't worried about competitors moving in anytime soon, either. "If our competitors ever produce a competitive product to iPad, they'll be hoping they can get 3,500 apps after the first year, and we've seen that in less than a week," he said.

[Ulisses Pereira]

Penso que o que ele quer dizer é que é uma acção que não é dada alateralizações. Sobe muito, corrige muito, mas andar de lado sem volatilidade não é com ela.

Um abraço,
Ulisses

[Elias]

Ulisses,

Sabes o que ele quer dizer com "RIMM's is a run-up"?

1 abr
Elias

[Ulisses Pereira]

"Apple Won't Knock Out These Three Stocks"

By Jim Cramer
RealMoney Columnist
4/6/2010 12:55 PM EDT

"The backlash is here. Research In Motion (RIMM - commentary - Trade Now) will not be crushed by the iPad. Amazon (AMZN - commentary - Trade Now) can still prosper despite competition for the Kindle. Netflix (NFLX - commentary - Trade Now) can still keep its movie business rolling.

You knew this. This is what this stock market is about. It has always been about that. It is about playing the retail business as so many people sell or short these potential hits and then buy them back when they discover, of course, that it is isn't the end of the world. Put simply, these are not buggy-whips, and we are not dealing with Model Ts.

So, how are they all doing? I went over Research In Motion, which reported when I was in Jordan, and I have to tell you that if the stock hadn't run, you would have had a rally, not a collapse. The stock was set up. Many stocks have particular characteristics: RIMM's is a run-up. That's what it has done so many times. It either disappoints or it simply can't live up to the hype. I like the stock.

Netflix is a cult stock. This stock is loved, and the product is loved, and I cannot countenance selling it even at 31 times next year's earnings (like Cree (CREE - commentary - Trade Now)!). The stock is simply a bullet, and it reinvents itself over and over and over again. Apple (AAPL - commentary - Trade Now) really isn't a competitor.

Now, Amazon. This is tougher. I believe the stock has been hammered for a long time off of this, and we are now seeing a relief rally. I do believe that if Kindle sales are stalled, the stock could get hammered. If they aren't, it ramps.

That's too much for this guy. I don't want to take that chance. I like the stock, but the next data point could be weakness, and only then would I buy it.

Finally, there is Apple itself. Perhaps this is all the selloff we get. I reiterate for traders that some of that terrific gain should be booked. For investors, do what we are doing for Action Alerts PLUS. Let it ride.

Random musings: Wells Fargo (WFC - commentary - Trade Now) and Regions Financial (RF - commentary - Trade Now) are the ultimate tells on this group. They just seem unstoppable. They remain cheap despite the catcalls, because they are a play on house price stabilization and on a commercial real estate rebound. As I said earlier in my "fret" article, while people are fretting, these stocks just keep moving up.

At the time of publication, Cramer was long AAPL. "

(in www.realmoney.com)

[karpediem]

A Apple tem feito novos máximos históricos quase todos os dias. Hoje já fixou um novo máximo nos 238,88.

Esta menina está imparavel...

[Elias]

A Apple tem feito novos máximos históricos quase todos os dias. Hoje já fixou um novo máximo nos 238,88.

[atomez]

Os produtores de maçãs não têm descanso!

Apple holding iPhone OS 4 event, April 8th!



Yes folks -- the world is turning upside down. Apple has announced an iPhone OS 4 event on April 8th at 10AM PT for a "sneak peek of the next generation of iPhone OS software." So if you're wondering about the future of the platform... your answers will appear sooner than you think. The team collectively dropped an "OMG" when we saw this news, as it's pretty unusual to see such a big event coming from Apple right on the heels of something like the iPad launch.

[atomez]

Elias / outros,

De acordo com o que tenho acompanhado dizem que quando é lançado um novo produto a acção pode corrigir. Qual é a tua opinião ? Preves um continuado crescimento da sua cotação ou uma correcção?

Com a AAPL costuma acontecer isso. Se assim for para a semana retrai e depois recomeça a subir até ao lançamento do novo iPhone 4G em Junho/Julho.

Para a semana também está previsto o anúncio de uma plataforma de publicidade para dispositivos móveis -- o iAd. Se isso tiver sucesso será mais uma enorme fonte de rendimento, à custa da Google.

[Elias]

Bem ontem foi anunciado que pode lançar um novo iPhone no Verão, especificamente para a Verizon.

Qual o efeito na cotação, o mercado o dirá (para já parece reagir favoravelmente):




Apple pode estar desenvolvendo iPhone para maior operadora dos EUA, diz jornal


29/03/10 - 21h08 - Atualizado em 29/03/10 - 21h08

Da Reuters

A Apple parece estar trabalhando em um novo modelo de iPhone para a maior operadora dos Estados Unidos, a Verizon Wireless, informou o “Wall Street Journal” (WSJ) nesta segunda-feira (29).

A Apple, que atualmente tem um acordo de exclusividade com outra operadora, a AT&T, para a venda de iPhones no país, estaria desenvolvendo um aparelho compatível com a rede CDMA da Verizon, segundo o jornal, que citou fontes com conhecimento do assunto.

Uma porta-voz da Apple afirmou que a empresa não comenta rumores e especulação.

Já a Verizon Wireless se recusou a comentar a notícia. A empresa é uma joint venture da Verizon Communications com a Vodafone Group.

Questionado sobre o caso, um porta-voz da AT&T disse: “Temos um ótimo relacionamento com a Apple e não comentamos detalhes sobre esse relacionamento”.

A fabricante contratada pela Apple para a produção dos aparelhos, Pegatron, deve começar a fabricar iPhones CDMA em setembro, de acordo com o “WSJ”, citando uma fonte próxima ao assunto. Ainda é incerto, no entanto, se a Apple irá ou não seguir com a venda do produto.

[karpediem]

ontem no after subiu bastante para os 238.

E hoje (a julgar pela cotação dos warrants) suspeito que vá abrir em alta também.

Elias / outros,

De acordo com o que tenho acompanhado dizem que quando é lançado um novo produto a acção pode corrigir. Qual é a tua opinião ? Preves um continuado crescimento da sua cotação ou uma correcção?

[Elias]

ontem no after subiu bastante para os 238.

E hoje (a julgar pela cotação dos warrants) suspeito que vá abrir em alta também.

[Fenicio]

O iPad vai matar os smartphones

Porque quase tudo o que se faz num smartphone se faz melhor num iPad com um écran maior.

A única coisa que não faz é ... chamadas telefónicas. Para isso basta um telemóvel baratucho, um de há 10 anos serve muito bem.

Disclaimer: Esta ideia é minha, não a vi em lado nenhum. Por isso já sabem, o primeiro sítio onde a viram foi aqui mesmo.

Não faz chamadas telefónicas... por enquanto!!

Há uma versão 3G que, apesar de vir de fábrica com um esquema qualquer que bloqueia a realização de chamadas telefónicas, pode (e será!) com o tempo "crackeada", possibilitando assim a realização de chamadas telefónicas através do próprio aparelho.

[atomez]

O iPad vai matar os smartphones

Porque quase tudo o que se faz num smartphone se faz melhor num iPad com um écran maior.

A única coisa que não faz é ... chamadas telefónicas. Para isso basta um telemóvel baratucho, um de há 10 anos serve muito bem.

Disclaimer: Esta ideia é minha, não a vi em lado nenhum. Por isso já sabem, o primeiro sítio onde a viram foi aqui mesmo.



Wall Street Journal:

"estimates of iPad sales are rising considerably"

"por cada milhão de iPads vendidos o lucro por acção da Apple sobe 25 cents"


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[atomez]

Em Cupertino corre o rumor que no dia em que o market cap da Apple ultrapassar a Microsoft, o Steve Jobs declara feriado e faz uma festa de arromba!

[Elias]

impressionante, sem dúvida!

[atomez]

Apple stock at another all-time high, market cap 4th in US

by Chris Rawson (RSS feed) on Mar 23rd 2010 at 8:00PM

Apple's stock rose to another record high earlier today, reaching $228.36 at market close. That's almost another $10 above the record high it set back on March 5, which translates into nearly nine billion dollars in market capitalization gained in less than three weeks.

Apple's market cap is so high that only three publicly-traded US companies have market caps higher than Apple's: Exxon, Microsoft, and a little retailer called Wal-Mart. Apple will probably never catch up to Exxon's market cap, which exceeds Apple's by more than $100 billion, and it has another $55 billion to go before it can surpass Microsoft -- not likely, but not impossible. Apple's market cap is within striking distance of Wal-Mart's, however, with only about $5.5 billion more to go before Apple surpasses the market value of the world's largest retailer.

What's even more interesting than the companies still above Apple are all the companies below it. Apple's market cap exceeds Google's by more than $30 billion, and 1980s rival IBM is nearly $40 billion below Apple's value. Even more telling than that: in terms of market capitalization, Apple is now worth more than Nokia, RIM, Sony, Motorola, Palm, Dell, and Adobe -- combined.

Apple's all-time low market value was back in 1982, when it was a mere $640 million. For perspective, that's more than $37 million below Palm's current market value (before adjusting for inflation, naturally), and Palm is widely expected to go belly-up any day now. 28 years later, Apple has grown to occupy a position in the market that I doubt anyone would have dreamed of even only five years ago. Whatever else you might think of Apple, one thing is undeniable: someone at the company is doing something right, because they're raking in money like almost no other corporation anywhere.