Mac OS Ken: 03.31.2020

Mac OS Ken

Ken Ray

Technology

4.7 • 997 Ratings

🗓️ 31 March 2020

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

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Summary

- UBS Drops Apple Target to $290; Maintains "Buy" Rating on Shares - Foxconn Profits Dropped ~24% in December-Quarter - Bloomberg: iPhone 12 "On-Time," While Future Products Face Delay - Bloomberg: Apple Product Development Continues During Lockdown - Cult of Mac: Don't Use Safari When Applying for SBA Relief Loans - Apple Sends 100K Surgical Masks and 100K N95s to Alabama - Cook Tweets Support for Doctors and Everyone Else Around COVID-19 - Apple TV+ Outs Trailer for "Trying" - BetterHelp: Professional, licensed, and vetted counselors that you can trust. Get 10% off your first month with discount code MACOSKEN at BetterHelp.com/MacOSKen - Do you have a Few Minutes for "In a Few Minutes?" It's in Apple Podcasts and Overcast now! - Power what we do next for as little as $1 a month. Join the Mac OS Ken Test Kitchen at Patreon at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!

Transcript

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0:00.0	This is MacO-S Ken.
0:07.0	Words from the financial front, a tale of two Bloomberg's, and giving trying a try.
0:18.0	It's Tuesday the 31st of March 2020. I'm Ken Ray and this is news from Maco West Ken brought to you by yours
0:28.8	truly and sponsored by better help online counseling that's there for you.
0:35.0	Get 10% of your first month with discount code Mac OS can
0:40.0	at Better Help.com slash Maco West can.
0:45.0	This show is also supported by people like you, patrons through
0:50.0	Patreon.
0:51.0	Find out more in that your support that Patreon Patreon.
1:01.0	It would not be more in your support at Patreon.com slash Maco-Sken. It would not be accurate to say that B. A's Wamsi Mohan is doubling down on
1:05.3	Apple shares, but he is leaning in. Barons had our Mr Mohan issuing a note Monday putting Apple shares on his firm's Best Ideas list.
1:17.0	Being a money man, what makes Apple a best idea in his estimation is the company's cash position.
1:23.0	He also likes how loyal Apple fans tend to be,
1:26.0	and he figures Apple is well positioned to recover from coronavirus
1:30.0	once the world recovers from coronavirus.
1:33.0	Quoting Barons, the impact of COVID-19 on Apple's business will be transitory, Mohan said.
1:40.0	Apple continues to enjoy competitive advantage with its ecosystem, App Store, large captive
1:46.4	installed base and brand value he wrote.
1:49.8	He expects both an earnings recovery and multiple expansion from current levels.
1:55.0	Mohan used Monday's note to reiterate his buy rating on Apple shares.
1:59.0	He did the same with his 12 month price target of 300 bucks.
2:04.5	Another price target adjustment for Apple to start the week.
	...

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