Mac OS Ken: 07.15.2014
Mac OS Ken
Ken Ray
4.7 • 996 Ratings
🗓️ 15 July 2014
⏱️ 21 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | This is Mac OSKinn. |
| 0:09.0 | Wall Street and Apple sitting in the tree. |
| 0:15.0 | The iPhone 5S is plenty big and trading nickel for a ten foil hat. |
| 0:21.0 | It's Tuesday, July 15, 2014. I'm Ken Ray and this is news from Macco-S-Can. |
| 0:29.0 | Brought to you by yours truly and supported by IChart magazine putting Apple and Tech News in focus |
| 0:36.4 | EY E E E E E E E E E E E. Chart magazine available for iOS newsstand now. |
| 0:43.2 | Financial analysts are just wild about Apple heading into next week's third quarter fiscal |
| 0:48.0 | year 2014 earnings call and the second half of the year. |
| 0:52.1 | Barons had a note yesterday from Barclays capital analyst Ben Ritzus, |
| 0:56.0 | the message most quoted, |
| 0:58.0 | he's back on board. |
| 1:01.0 | Quoting his note, |
| 1:02.0 | we believe Tim Cook has solidified his strategy and regain the confidence |
| 1:06.1 | of Apple stakeholders in many ways, reversing many of the warning signs we saw earlier in the |
| 1:11.3 | year. |
| 1:12.3 | Second, Samsung's weakness creates a large unforeseen buffer. |
| 1:16.0 | Third, our checks around new products, builds, demands, and quality into 2015 are so strong we are compelled to get on board |
| 1:25.8 | even if it's midway through the rebound trade. Even the March and June upside |
| 1:30.8 | we have seen change the outcomes for iPhone's growth trajectory and |
| 1:34.3 | brand appeal. We can't help feeling the right analogy for a stock standpoint is to |
| 1:39.5 | compare Apple of 2014 to Google and acknowledge the market once and needs to own this bellwether |
| 1:47.2 | and the end of calendar year 2014 and the first half of 2015. |
... |
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