Hmm, What Is Apple Doing?



China is currently our largest goods trading partner with $635.4 billion in total (two way) goods trade during 2017. Goods exports totaled $129.9 billion; goods imports totaled $505.5 billion. The U.S. goods trade deficit with China was $375.6 billion in 2017

Trump made ready to issue 200 bln , asking them to have additional 267 bln, Already 34+16 bln out, totalling $517 bln.



TSMC 5-year dividend growth rate is 21%. It has much stronger moat than AAPL.


During the past 12 months , Taiwan Semiconductor Manufacturing Co Ltd’s average Dividends Per Share Growth Rate was 14.30% per year…During the past 10 years , the average Dividends Per Share Growth Rate was 7.90% per year.

7.9% is lower than 10-15% :slight_smile:

Anyhoo, would monitor.


What is AAPL dividend growth for the last 10 years? Did it even pay dividend 10 years ago?

If you think Apple will build cars in the future, it will likely need to hike capex pretty aggressively.


Apple announces dividend and stock buyback
By David Goldman @CNNMoneyTech March 19, 2012: 4:23 PM ET
NEW YORK (CNNMoney) – Apple on Monday announced plans for much of the $97.6 billion in cash it has accumulated from massive iPod, iPhone, iPad and Macintosh sales.
The company said it would begin giving shareholders a quarterly dividend of $2.65 per share sometime its fiscal fourth quarter, which begins in July. Apple last offered a dividend in 1995.


Apple will go for software like auto pilot or using apple maps navigation etc in AI (autonomous) side.


IMHO, most humans will not be comfortable with self driving cars. Much prefer assisted :smiley:


First assisted, then fully automated. Eventually, automated cars with a robot sex toy (since there’s nothing else to do you can hanky panky your way to your destination with a robot)…


So those who predict AV would replace current cars in 5-10 years would be disappointed. Useful life of a horse is about 7 years, cars last a lot longer. So the change won’t be that fast. May be not in my life time.



Can you please stop scaring people… I thought your image depicted Aapl is down 10% pre-market… :rofl::scream::rofl::skull_and_crossbones::rofl:


Manch is always looking for evidence to rationalize his sale. From the chart I posted prior, it is possible that post-event AAPL could decline to 50-day SMA, which should be around $200 by then. So your post has no new info. Typically sell the event but most of the time would recover after a few weeks, is why I recommend you buy post event if you want back on train. Notice I won’t try to take the opportunity to trade because I am not a trader😆


Tim Cook On His Philosophy When Dealing with the Chinese Market

Tim Cook said that China is no longer cheap for manufacturing for a long time. Apple goes to China is because of the skill requirements.


Either he or SJ said the same thing years ago. They gave the example of changing some designs on the original iPhone because SJ saw all those scratches on his iPhone and got very mad. It was like a couple months before launch but because Steve was God they changed it anyway. Foxconn amassed an army of workers working 3 shifts 24/7 and got it done. It was an amazing story.


Apple didn’t get sue for that?


Sued by who exactly?


If it is in USA, the engineers would sue Apple for abuse, and harsh working environments. No?


That’s why it’s not built in the USA.

Found the story for you. It’s amazing!


As the Apple executives who spoke to Duhigg and Bradsher for their article make clear, there is no way American manufacturing companies could have met this timetable.

The end-to-end process of building the iPhones, Duhigg and Bradsher report, required 8,700 mid-level engineers. In the United States, Apple estimated, it would have taken 9 months to hire this many engineers. In China, it took 15 days.