Business

Apple is close to an all-time high and I'm not selling a single share

Last night Apple published its financial results for Q3 fiscal 2014. iMore has already posted a very detailed set of notes from the quarterly conference call, so I'll just recap a few key numbers and then dive into what I think the quarter means to Apple longer term. As per usual, keep in mind I do own shares in the company and I have no plans to sell them anytime soon. My comments represent my thinking and you should not interpret any of this as investing advice.

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If IBM deal can drive enterprise penetration, the walls will shake

During its Q3 2014 conference call, Apple CEO Tim Cook elaborated on the recently announced IBM partnership, and as expected it's all about the penetration. While Apple's iPad, for example, has been deployed by 93% of the Global 500, the penetration is only about 20%. That's great breadth, not so great depth. By contrast, Cook pointed out, laptops in general enjoy 60% penetration. If Apple + IBM could drive iPad much greater iPad penetration, the "walls would shake".

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Apple + IBM: Sugar and spice or oil and vinegar?

Yesterday's formal announcement of a partnership between two computing giants, Apple and IBM, came as a big surprise to most industry observers. We hadn't seen any leaks on the subject, and it wasn't something I can recall being the topic of any predictions articles or other "this makes sense" style of article. On the surface, however, there are numerous reasons why it definitely does make sense.

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Apple, IBM team up to make mobile enterprise better

Apple and IBM have announced a sweeping new partnership designed to bring the best of both companies together and, in doing so, make mobile in enterprise better. The agreement, which includes industry-specific solutions, dedicated apps for iPhone and iPad, cloud services optimized for iOS, AppleCare support for enterprise, and packaged services from IBM, aims to meld IBM's big data and analytics with Apple's device and experience savvy.

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Should Apple consider adding new board members?

Considering how successful Apple has been it's not unreasonable to wonder … does it make sense for Cook to add new members to the board of directors? That's what the Wall Street Journal reported earlier today. The crux was that the current board is from the Steve Jobs era, with most of the directors over 63 years of age, half of them having been on the board for more than a decade, if not longer. So, given all that, I think it does.

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Apple Stores changing graphics to show people using products

Apple is making some changes inside its retail stores in terms of the large wall images that display its products like the iPhone 5s and iPad.

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With Nuance up for sale, should Apple be the one that buys them?

Earlier this week rumors surfaced that Nuance Communications is up for sale. Apple is reportedly a huge customer of Nuance, using the firm's voice recognition software to help power Siri. So, if Nuance really is up for sale, should Apple be the ones who close the deal?

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Does the 7:1 split tempt you to buy more AAPL stock?

Yesterday Apple's stock started trading post 7-1 split. For every share that existed before there are now 6 new shares alongside it. If you owned 100 shares of Apple you now own 700 shares. Instead of the stock trading above $600 it now trades in the $90s.

Apple announced the split in late April alongside the Q2 results. At the time I explained how splits work and how they don't mean anything from a financial perspective. It would be similar to taking your giant slice of pizza and cutting that slice into 7 smaller slices. You'd still have exactly the same amount of pizza.

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WWDC 2014 from an AAPL shareholder's perspective

After WWDC 2014's keynote I went to sleep feeling quite optimistic about AAPL's future. The stock market didn't seem to share my enthusiasm, but as an investor I could hardly care about the short term opinions of Wall Street. I think that to successfully invest in a stock like Apple you need to adopt the same long term thinking that the management team does. You can't get stuck worrying about this quarter's results or the next particular hardware release.

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Was Apple's Beats acquisition really a 'no brainer'?

Last night the Apple news we've all been wondering about finally became official: Apple bought Beats The company now run by Tim Cook reached into its wallet and pulled out $2.6 billion big ones (plus another $400 million in stock that vests later on) to acquire Beats Electronics, Beats Audio and of course the incredible talent behind the company. This includes Jimmy Iovine and Dr. Dre, who both become Apple executives.

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