iPhone... Galaxy...des chiffres

Piper Jaffray’s Gene Munster has been regularly surveying pricing trends for Apple’s  iPhone models and has another update out today, showing a decline in the availability of the 5s model, ahead its launch in additional markets, and resale pricing trends that he believes points to stronger demand for that model over Samsung Electronics’  Galaxy S4.

His check of 60 U.S. Apple stores in the past week has shown 5s availability decreasing from 27% of total SKU’s available two weeks ago to 6% over the past week, while the percentage of stores that had at least one SKU more than halved, from 90% to 40%. Munster attributes the tightening supply to Apple’s launch of the iPhone in 25 new countries in two weeks, a favorable sign in his book.

Here is his data comparing the iPhone 5S, and 5C pricing to the Galaxy S4: “We compared the resale value of the iPhone 5S and 5C three weeks after launch to Galaxy S4 three weeks after its launch back in May 2013. In the U.S. the iPhone 5S sells at a 32% premium, 5C 12% discount, and Galaxy S4 sold at a 12% discount. In China the iPhone 5S sells at a 10% discount, 5C 26% discount, and Galaxy S4 sold at a 26% discount. We believe that resale pricing gives a directional indication of demand and suggests favorable demand for the iPhone 5S and inline demand for the 5C.”

Munster thinks that the this pricing data shows that, at similar points in their product cycles, the iPhone  has enjoyed better demand in the U.S. and China. “We expect iPhone aftermarket prices should decrease as 5S supply catches up to demand and would consider the 5S fully stocked when the 5S is available to ship in a 24 hour lead time. Currently Apple’s online store quotes iPhone 5S October lead times in Apple’s 6 largest countries, and 24 hours for the 5C.

GOLD

Contre toute attente ( je suis dans l'erreur aussi ), l'Or va aller tester son dernier support vers 1230$....en bas de ça c'est le désastre pour les "goldeux"....certain analystes parlent même d'un oz en bas de 1000$ dans le 4em trimestre de 2014...
Et dire que plusieurs grosses minières ont un prix de revient aux alentours de 1800$

cliquez pour agrandir

“buy and hold forever”

20% du portfolio de Berkshire Hathaway sont des compagnies que "jamais" ils vont vendre, voir plus!
en racheter en correction boursière...

1. ConocoPhillips
> Buffett’s Stake: 24.1 million shares, or $1.7 billion
> Dividend Yield: 3.9%
> Share Price: $70.88
> Year Range: $53.95 to $71.18

2. Procter & Gamble
> Buffett’s Stake: 52.8 million shares, or $3.99 billion
> Dividend Yield: 3.2%
> Share Price: $75.65
> Year Range: $65.83 to $82.543. 

3.General Electric
> Buffett’s Stake: 588,900 shares, or only $14 million
> Dividend Yield: 3.2%
> Share Price: $23.94
> Year Range: $19.87 to $24.95

4. Coca-Cola

> Buffett’s Stake: 400 million shares, or $14.82 billion
> Dividend Yield: 3.0%
> Share Price: $37.05
> Year Range: $35.58 to $43.43

5. Johnson & Johnson
> Buffett’s Stake: 327,100 shares, or only $28.3 million
> Dividend Yield: 3.0%
> Share Price: $86.59
> Year Range: $67.80 to $94.42

6. Wells Fargo

> Buffett’s Stake: 463.13 million shares, or more than $18.8 billion
> Dividend Yield: 2.9%
> Share Price: $40.62
> Year Range: $31.25 to $44.79

7. United Parcel Service
> Buffett’s Stake: 59,400 shares, or only $5.4 million
> Dividend Yield: 2.7%
> Share Price: $90.03
> Year Range: $69.56 to $92.12

8. Walmart
> Buffett’s Stake: 49.25 million shares, or $3.54 billion
> Dividend Yield: 2.6%
> Share Price: $71.87
> Year Range: $67.37 to $79.96

EnteroMedics Inc. (NASDAQ: ETRM) may be a largely unknown microcap stock to most investors. The company is in the development stages of making medical devices using neuroblocking technology to treat obesity, metabolic diseases and other gastrointestinal disorders. A new research report has shares rising handily.Canaccord Genuity reiterated its Buy rating, but where the big boost is coming from is that the firm doubled its price target to $3.00 from $1.50 on Tuesday. The prior price target already implied upside of about 28% from the $1.17 close on Monday. This new $3 price target implies upside of a whopping 150% if the call turns out to be correct.

Investors do need to understand that there is risk here. Shares were recently lower on a concern over the FDA decision in the first half of 2014 after it formally responded to the company’s premarket approval application. At $1.17, the 52-week range is $0.81 to $3.70, and we would caution that the market cap is a mere $65 million.

Canaccord Genuity’s William Plovanic and Kyle Rose made the research call here after traveling with EnteroMedecs’ management team. The analysts were quoted in the report as saying:

EnteroMedics expects to respond to those questions within the next 30 days, and an FDA panel meeting is now expected late in the fourth quarter of 2013, or more likely the first quarter of 2014. Given the relative safety of the device, moderate weight loss, and lack of alternatives for obese patients, we believe the likelihood of a positive panel result is high. As such, we are raising our price target and believe the risk/reward is favorable for investors with a speculative risk profile.

The analysts are basing this value on a post-approval valuation of the Maestro System for obesity. The firm is putting a system price at $10,000 to $12,500, and the assumption of $10,000 per implant.

Ford Motor Company  announced on Monday that it is set to launch its expansion of the company’s global flexible manufacturing business.

By 2017, Ford states that it will increase its global flexible manufacturing to produce an average of four different models at each of its plans around the world. The automaker also plans to have 90% of its plants running on a three-shift or crew model by 2017, which could increase production by more than 30%. Ford also plans to have all of its vehicles built in nine core platforms, as opposed to its 15 platform building model now.

Commenting on the expansion, Ford Executive Chairman Bill Ford noted “One hundred years ago, my great-grandfather had a vision to build safe and efficient transportation for everyone. I am proud he was able to bring the freedom of mobility to millions by making cars affordable to families and that his vision of serving people still drives everything we do today.”

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