Taking A Break -- August 13, 2022

Currently I am on the road: my notes will be less frequent, perhaps shorter. I will not get to my e-mail as often and I will not be able to post comments as often or in a timely manner.

Road trip. 

After eight days on the road, from Dallas, TX, to Flathead Lake, Montana, to Portland, Oregon, and back to Flathead Lake, and, now back to Dallas, TX, I am absolutely convinced if you are an 18-year male or female or other, if you aren't earning:

• $100,000 per year with no college by age 22; or,
• $150,000 per year with a college degree by age 26,

you aren't interested and/or not trying.

Perhaps some hyperbole but not much.

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Road Trip

Sophia and I are having a blast.

This will be the longest day, from Sheridan, Wyoming, to as far as we can get into Texas.

The Market -- August 12, 2022

Disclaimer: this is not an investment site.  Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. Full disclaimer at tabbed link.

All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.

Currently I am on the road: my notes will be less frequent, perhaps shorter. I will not get to my e-mail as often and I will not be able to post comments as often or in a timely manner. 

Mastercard: BNPL. Predicted. Predictable. Link here.

Semiconductors, chips: GlobalFoundries, Micron, and AMD all soared today. Link here.

The Apple Page -- August 12, 2022

Disclaimer: this is not an investment site.  Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. Full disclaimer at tabbed link.

All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.

Currently I am on the road: my notes will be less frequent, perhaps shorter. I will not get to my e-mail as often and I will not be able to post comments as often or in a timely manner. 

Comment: I don't recall seeing so many positive stories on Apple / AAPL in a long, long time. 

Components of S&P 500: link here.

Buy. The Motley Fool. 

Ultimate growth stocks right now. The Motley Fool.

• Apple
• Qualcomm
• Tesla

Three reasons to buy Apple stock now, The Motley Fool:

• Apple's gigantic installed base keeps growing; 
• unlike streaming services, Apple is not a one-trick pony;
• Apple is introducing new services with an eye on additional revenue streams
  
• sticky customer experience

AAPL:

• June 16, 2022: traded at $130
• August 12, 2022: closed at $172.10 
• still off its 52-week high
  
• Gene Munster: $285 price target, summer, 2024

Berkshire and Apple: overpowering double buybacks. 

• Both Berkshire Hathaway and Apple’s Q2 earnings releases continued to report substantial share repurchases.
• Both continue to believe in the great value in their stocks, and both are blessed with plenty of organic cash to keep buying back their shares.
• Moreover, the double buybacks are more overpowering for Berkshire shareholders (or investors who own Apple through Berkshire).

Another blow-out quarter? Link here.

• the M1 and M2 chips are incredible and it's amazing Apple put the M2 in the MacBook Air
• Chips, semiconductor: link here; 
• it is impossible to overstate the dominance Apple has right now in semiconductors;
  
• just in time for back-to-school: high school and college
• best desktop/laptop option -- the MacBook Air with M1 chip (the article below and linked above is about the MacBook Air M2) -- way more than high school students and most college students need
• but the price difference between the M1 and M2 -- only $200 -- may entice many / most;
  

iPhone: in addition to the M2 MacBook Air excitement, it looks like the new iPhone 14 is creating just as much excitement;

• Apple recently told its supplies to expand production

Bundling?

• Apple promoting its Apple One subscription.
• the guide;
• the family package at $19.95 / month might be something consider
• someday in the distant future, Apple News+ will replace my other media subscriptions;

Add this to the list:

Microsoft Office for iPad to support Apple Pencil's handwriting-to-text feature. Link here.