Updates
February 2, 2021: on CNBC "Fast Money" earlier today -- AAPL too pricey; GOOG still under-valued --
- Tesla/TSLA's P/E: trending toward 1,700
- Apple/AAPL's P/E: dropped below 37 (way too pricey)
- Microsoft/ MSFT's P/E: 36 (just right)
- GOOG's P/E: 37.25 (undervalued)
- who are these clowns -- the talking heads over at "Fast Money"?
Original Post
Eight little things:
- Apple takes top spot in global smartphones market with record 82 million iPhone shipments in the holiday quarter, 2020;
- Apple saw largest number of iPhone upgraders ever in the holiday quarter, 2020;
- Apple saw record number of FaceTime calls on Christmas, 2020; hey, didn't Apple say they weren't tracking us?
- Apple's wearables category sets new revenue record over holiday quarter, 2020;
- Apple's services revenue hits all-time high of $15.8 billion over holiday quarter, 2020;
- Apple's Mac and iPad sales continue to soar over the holiday period, 2020;
- Apple now has over one billion active iPhones worldwide, 1.65 billion total devices;
- Apple continues to dominate table (desktop) market: 19.2 million shipped in holiday quarter, 2020.
Analysts:
- Tesla/TSLA's P/E: trending toward 1,700
- Apple/AAPL's P/E: trending toward 40 (way too pricey)
- Microsoft/ MSFT's P/E: 37 just right
Tesla: wait until next year when Tesla has some actual competition. I thought it was a pretty good earnings report; not sure why all the negativity. Beat on revenue; well short on EPS estimates. It seems investors worried about EPS; CEO worried about revenue.
Twelve other things:
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