Mac OS Ken: 08.20.2014

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 20 August 2014

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Morgan Stanley Analyst Lists 8 Reasons APPL-2014 Won’t Be Like APPL-2012 Apple Hits All-Time Closing High Ming-Chi Kuo Thinks iWatch May Wait Until 2015 Apple Reportedly Steals Nokia HERE Exec to Work on Maps Apple Releases Sixth Beta of Yosemite to Developers Apple Releases and Pulls and Rereleases Xcode Beta to Developers Apple Issues New Beta of OS X 10.9.5 Steve Ballmer Steps Down from Microsoft Board of Directors Eddy Cue Puts Los Altos House on the Market SaneBox: Bring Sanity to Your Inbox with a 2-Week Free Trial at

Transcript

Click on a timestamp to play from that location

0:00.0	This is Mac OSKIN.
0:10.0	Wall Street falls in love all over again.
0:16.0	The time may not be right for an eye watch, and Steve Balmer says goodbye, again. It's Wednesday, 20th, 2014. I'm Ken Ray and this is news from
0:28.8	Maco-S Ken brought to you by yours truly and supported by iChart magazine putting
0:35.1	Apple and tech news in focus E y e e y e e chart magazine available for iOS
0:42.3	newsstand now magazine, available for iOS Newsstand Now.
0:45.1	Morgan Stanley analyst Katie Huberty issued a notable note to investors on Tuesday.
0:50.0	Fortune had the analyst saying that her employer bought 2 million shares of Apple last quarter for 8 big reasons.
0:58.0	Actually what she was laying out were 8 big reasons why Apple shares post iPhone six won't do what they did after the release of
1:05.6	iPhone five.
1:07.4	The release in the iPhone five came right at the beginning of a seven month slide that
1:11.5	saw Apple drop from a split adjusted $100 down to approximately
1:16.2	55 bucks. The reason she listed one institutional ownership of Apple shares is still surprisingly low.
1:25.0	According to her note, the portfolios of the top 100 institutional owners still only have a 2.3% position in Apple, compared with 4.5% in 2012 when institutional ownership peaked.
1:39.1	Reason number 2. Cash Return.
1:42.4	Apple does that now. The Cupertino company wasn't into that in 2012.
1:47.0	Who is going to walk away from a stock that pays?
1:50.0	Number three, this time in 2012 earnings per share estimates had peaked for Apple.
1:56.0	Now they're being adjusted up again.
1:58.0	And again, who's going to walk away from a stock that pays?
2:02.0	Reason number 4. It's Tim Cook's apple.
2:05.0	The only hire of note that he had made by late 2012 was short-lived head of retail John Browett.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Ken Ray, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Ken Ray and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.