Goog vs AAPL - I'll bet you GOOG closes higher than AAPL

[SBR_John]

..by the end of the year.

In pre market AAPL is $680 and GOOG is $660. So I'll give you a $20 head start.

The bet settles st the end of the last trading day of 2012.(regular session)
The bet is +100(even money)
The max is 500 points per poster
The cutoff is Aug 27, 4:00PM EDT

Bet'em up.

[shari91]

You're not sucking me in this time pal

[dngf]

Today is August 27?
And my flux capacitor is broke.

[Iwinyourmoney]

Google Looks to Distance Android from Apple vs. Samsung Ruling

Apple is coming after google next.

Horrible bet on google John. With the Iphone 5 coming AND Ipad mini.....Apple is going to to explode.

Can I bet you real money??? $500. Ill take Apple -$10.

[Boner_18]

I assume we reaggregate shares in the event of a split? There is talk of an AAPL split so they can join the Dow.

[Iwinyourmoney]

I assume we reaggregate shares in the event of a split? There is talk of an AAPL split so they can join the Dow.

wont happen this year. This just started doing dividends. I see mid-2013 maybe

[SBR_John]

We will add dividends if any. Highly doubt either will actually pay a dividend by years end.

[Iwinyourmoney]

We will add dividends if any. Highly doubt either will actually pay a dividend by years end.

John....who the fuk runs your portfolio? JJ?

Good news for Apple’s investors: the company revealed today in its third-quarter earnings that its previously-announced dividend will be paid out to investors on August 16, 2012.
This is the first time the company has paid a dividend to its shareholders since 1995. Apple announced the $2.65 per per share dividend offering back in March, which, along with a $10 billion stock buyback, was a way for the company to lighten the load of its $100 billion cash war chest. Apple needed to do something with its cash to appease investors, some of whom were worried the company wasn’t properly taking care of its shareholders. The company said it planned to spend $45 billion of its cash over the next three years on these plans.

Read more at http://venturebeat.com/2012/07/24/ap...CgDE1BqxCKC.99

[Iwinyourmoney]

Apple:



Google:

[dngf]

Apple up 77.46% for the year
GOOG up 30.5
AAPL 621.7B market cap
GOOG 221.9B
AAPL modest dividend, GOOG zero
AAPL TTM PE 15.6 GOOG 20.1
AAPL next yr PE 12.6 GOOG 13.8
Price to book AAPL 5.56 GOOG 3.43
Price to cash flow AAPL 14.41 GOOG 16.65
Price to sales AAPL 4.16 GOOG 5.12

AAPL has had a great run this year up 77.46% in last 52 weeks, and 63.76% this year compared to GOOG 30.5% last 52 weeks and 5.07% this year.

So now I will spend a portion of the day trying to figure out why you like this, because AAPL even though it has been on a great run is still reasonably valued, and it is likely that all the Apple product followers will buy Iphone 5s when they come out.
Motorola did not add much to GOOG in Q2, and it distorts GOOG's profit ratios and comparability to earlier periods because of the high relative costs of MOT to the rest of GOOG products.

On Squak Box they are saying that the saying the ruling impacts Samsung more than GOOG, an it was changes Samsung made to the phone and not really to GOOG - Android.

More to follow when I can think about this some.

And just to confirm - we will eliminate the effect of any stock split in the determination of the winner, right?

[SBR_John]

John....who the fuk runs your portfolio? JJ?

Good news for Apple’s investors: the company revealed today in its third-quarter earnings that its previously-announced dividend will be paid out to investors on August 16, 2012.
This is the first time the company has paid a dividend to its shareholders since 1995. Apple announced the $2.65 per per share dividend offering back in March, which, along with a $10 billion stock buyback, was a way for the company to lighten the load of its $100 billion cash war chest. Apple needed to do something with its cash to appease investors, some of whom were worried the company wasn’t properly taking care of its shareholders. The company said it planned to spend $45 billion of its cash over the next three years on these plans.

Read more at http://venturebeat.com/2012/07/24/ap...CgDE1BqxCKC.99

Uhh, not the sharpest guy around but I believe that dividend is already priced into the stock and will not count for this bet.

[milwaukee mike]

removed offer

didn't know we had to post up

[SBR_John]

Apple up 77.46% for the year
GOOG up 30.5
AAPL 621.7B market cap
GOOG 221.9B
AAPL modest dividend, GOOG zero
AAPL TTM PE 15.6 GOOG 20.1
AAPL next yr PE 12.6 GOOG 13.8
Price to book AAPL 5.56 GOOG 3.43
Price to cash flow AAPL 14.41 GOOG 16.65
Price to sales AAPL 4.16 GOOG 5.12

AAPL has had a great run this year up 77.46% in last 52 weeks, and 63.76% this year compared to GOOG 30.5% last 52 weeks and 5.07% this year.

So now I will spend a portion of the day trying to figure out why you like this, because AAPL even though it has been on a great run is still reasonably valued, and it is likely that all the Apple product followers will buy Iphone 5s when they come out.
Motorola did not add much to GOOG in Q2, and it distorts GOOG's profit ratios and comparability to earlier periods because of the high relative costs of MOT to the rest of GOOG products.

On Squak Box they are saying that the saying the ruling impacts Samsung more than GOOG, an it was changes Samsung made to the phone and not really to GOOG - Android.

More to follow when I can think about this some.

And just to confirm - we will eliminate the effect of any stock split in the determination of the winner, right?

Yes of course.

[SBR_John]

So will add back AAPL's Nov dividend. (assuming its paid)

[trytrytry]

i have no clue why im doing this one but it seems interesting to see a new type of offer and want to encourage things like that..

Im in for 333 so I have Apple +20 vs google is that correct?

[SBR_John]

i have no clue why im doing this one but it seems interesting to see a new type of offer and want to encourage things like that..

Im in for 333 so I have Apple +20 vs google is that correct?

You have aapl's stock will close at a higher price than goog at the end of the year and we will adjust for any dividends or splits. Good luck.

[Boner_18]

i have no clue why im doing this one but it seems interesting to see a new type of offer and want to encourage things like that..

Im in for 333 so I have Apple +20 vs google is that correct?

It's not aapl +20, it's straight up. But it's like the game is already started and apple is up, 680 vs 660.

[Monitor-Tan]

when stocks are over 600 a piece..20 Dollar head start is nothing..

[trytrytry]

when stocks are over 600 a piece..20 Dollar head start is nothing..

so are free 1/2 points on and off the 25 in football!!!

[SBR_John]

when stocks are over 600 a piece..20 Dollar head start is nothing..

Well that's true but better than a sharp stick in the eye.

[trytrytry]

when stocks are over 600 a piece..20 Dollar head start is nothing..

did some thinking most likley swings are plus or minus 15% (yes I realize larger swings can happen but historically swings larger than this are more rare over time)....so 510-690 is the high probabilty close for both..and those two will in general be HIGHLY corelated to move together in whatever economic climate is out there..so
20 pts out of 180 is significant EDGE plus ROI!!!

[SBR_John]

did some thinking most likley swings are plus or minus 15% (yes I realize larger swings can happen but historically swings larger than this are more rare over time)....so 510-690 is the high probabilty close for both..and those two will in general be HIGHLY corelated to move together in whatever economic climate is out there..so
20 pts out of 180 is significant EDGE plus ROI!!!

I agree but the way these stocks move 20 points is erased in a couple of hours. Since I posted the original post its narrowed 13 points.

I think the market is over valuing the smartphone and undervaluing goog's main revenue engine hence goog will outperform. But we will see.

[trytrytry]

I agree but the way these stocks move 20 points is erased in a couple of hours. Since I posted the original post its narrowed 13 points.

I think the market is over valuing the smartphone and undervaluing goog's main revenue engine hence goog will outperform. But we will see.

im buying up IPADS in the SBR store however

[paco]

Paco.... IN

[dante1]

Think you're wrong John, I will bet 350.

[yisman]

I am in although John gets the edge here because he holds the points for four months.

250 for me.

[NYSportsGuy210]

It's gonna be close because fundamantal analysts have GOOG stock pegged for around $720 by the end of December. But that could spill over into March 2013 as well in which case SBR John is fcuked.

Apple Inc. pretty much is undervalued and if the hype around the new iPhone5 and mini iPad isn't justified this stock should still be priced in the $715 range. We can definitely see that from Apple Inc. by December of 2012.

[SBR_John]

Day 1 goes to Apple 675 to 668

[paranoyd androyd]

It's gonna be close because fundamantal analysts have GOOG stock pegged for around $720 by the end of December. But that could spill over into March 2013 as well in which case SBR John is fcuked.

Apple Inc. pretty much is undervalued and if the hype around the new iPhone5 and mini iPad isn't justified this stock should still be priced in the $715 range. We can definitely see that from Apple Inc. by December of 2012.

the ipad mini is either going to flop or cannibalize the regular ipad.

the dark horse will be the 13" retina macbook pro.

[SBR_John]

trytrytry gave SBR_John 333 SBR Point(s) for this post.

paco gave SBR_John 40 SBR Point(s) for this post.

dante1 gave SBR_John 350 SBR Point(s) for this post.

yisman gave SBR_John 250 SBR Point(s) for this post.

dngf gave SBR_John 250 SBR Point(s) for this post.

You five gentlemen have action. Good luck.

[NYSportsGuy210]

the ipad mini is either going to flop or cannibalize the regular ipad.

the dark horse will be the 13" retina macbook pro.

When is the 13" retina MacBook Pro expected to come out?

[Iwinyourmoney]

When is the 13" retina MacBook Pro expected to come out?

Rumor is the screen production just started.

Sounds like Apples holiday shopping line up will be:
IPhone 5
IPad mini
13' retina macbook pro
Redesigned ipod touch

Apple will be huge this holiday quarter

[Iwinyourmoney]

When is the 13" retina MacBook Pro expected to come out?

CNET*reports*that production has begun on 13.3-inch, 2560x1600 displays that will be incorporated into Apple's forthcoming smaller Retina MacBook Pro.Production has begun of a 2,560-by-1,600 pixel density display that will land on a 13.3-inch MacBook Pro, NPD DisplaySearch analyst Richard Shim told CNET.*"The supply chain indications are that it's for a MacBook Pro 13.3 -- not a MacBook Air," said Shim.*Displays are being made by Samsung, LGD, and Sharp, he said

[k13]

I love how people poo on LG yet blow their loads to the "retina display".

[paranoyd androyd]

lmfao it is kinda funny. however, samsung is getting the best yields so far. sharp should be able to get good yields as well, wouldn't want to get the lg screen. been hearing too many QC complaints about the 15" lg retinas.

k13, did you hear about the new htc one x+ coming out?