The article is about some companies that did really well and made a lot of money. Apple, SQ, COIN and other companies had good results in their recent financial reports. People are happy because they think these companies will do even better in the future. Read from source...
1. The author uses an outdated and vague definition of "mild outperformance" to describe AAPL's results without providing any clear benchmark or criteria for comparison. This is misleading and unhelpful for readers who want to understand the actual performance of the company.
2. The author also fails to acknowledge that iPhone sales were slightly down from estimates, which could be a significant factor in the overall revenue and profitability of AAPL. This omission suggests a lack of critical thinking and objective analysis on the part of the author.
3. The author's statement that "Apple is now an old-school equity" is arbitrary and unsubstantiated. It does not explain what it means by this, nor how it relates to AAPL's financial performance or future prospects. This is a subjective opinion that should be labeled as such and supported by evidence or reasoning.
4. The author introduces irrelevant information about the buyback and dividend yield increase, which are not directly related to the core business operations or financial results of AAPL. These details may appeal to some investors who focus on these aspects, but they do not address the main question of how well AAPL performed in its fiscal Q2.
5. The author does not provide any context or comparison for SQ and COIN's results, which are also important for readers who want to get a comprehensive view of the quarterly beats. The author should have included some metrics or data that show how these companies beat expectations and what factors contributed to their outperformance.
Possible recommendations:
- AAPL: Buy at current price or on dips, as it has strong fundamentals, a loyal customer base, and a massive share buyback program that should boost earnings per share and stock price in the long term. The main risk is the competition from other smartphone makers, especially China-based ones, and the potential slowdown in global demand for iPhones. However, AAPL has proven to be resilient and innovative in the face of these challenges, and has a track record of generating consistent returns for investors.