I think I can see merit in both sides of the argument. Unit growth #s make it easier for analysts and investors to determine the near-term trajectory. Whether true or not, APPL suddenly gives the impression they perhaps wish to hide a unit growth problem they see coming. It does smell a little funny. You can only play with phone prices and margins for so long before a zero growth quarter happens for iphones. The market will act like the sky is falling that day. APPL has many other avenues of future growth and if you are actually investing, the company wide metrics are what matter longer term. It's a trillion dollar company, so their performance will be put under a microscope one way or the other. 2019 may be a volatile year but I think I like how APPL looks in 5-10 years. In my mind there are few other places to hide if you want growth anyway. If APPL, AMZN and a few other blue chips businesses stall, we'll be riding out a recession anyway. APPL has a mountain of cash to ride out most any storm, and even acquire promising start-ups along the way.
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