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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Hank Scorpio who wrote (18029)	3/22/2016 10:52:12 PM
From: John Pitera	3 Recommendations Recommended By 3bar roguedolphin The Ox Respond to of 33421

AAPL is suffering from the old Dow Jones Industrial Average curse... stocks get added into the DJIA often at tops.. similar to showing up on the cover of Sports Illustrated.. the SI curse. I was talking with my good friend Joe Sekely last night and we were discussing how young people are not watching Broadcast TV or even cable TV.... I was mentioning how the skinny cable bundle seems to be on the horizon ... DIS ESPN networks have vastly overpaid for long term sports broadcasting deals... Viacom's channels are all seeing viewership erode in a severe fashion. Joe was agreeing, his 12 year old son comes home and watches YouTube video's..... and plays Xbox online with his friends.... ophirgottlieb.tumblr.com I came across the above article while looking through the AAPL financials on Yahoo Finance... finance.yahoo.com I am not recommending TUBE the metrics lousy as operating free cash flow is negative and levered free cash flow is negative and 22.2% of the freely trading share are short as of FEB 29th. finance.yahoo.com what I do find to be true is this ------------------ FACEBOOK AND GOOGLE This is a slam dunk. *Facebook gets 80% of its revenue from mobile ads and video is the fastest growing segment.* We just learned that there are eight billion videos viewed a day on Facebook. Now this next chart we’re going to look at is absolutely breathtaking: *Facebook averages over 2,700 interactions per video. Google’s YouTube comes in at 605. But don’t feel too bad for Google, it is the most popular video property in the United States. Check out this chart from Statista: Statista: In the earnings report on 7-16-2015, Google disclosed that watch time for YouTube rose 60% in the second quarter and the video service had more viewers aged 18-49 on mobile alone than any U.S. cable network.* ------------------------------------ now what I do not know is if APPL TV is going to be a big success or a bust... that probably tells the tale for the Future of AAPL. this below quote from the article that is touting TUBE .... I don't know if this paragraph below is to be believed... John ------------------------------------------------ APPLE It seems odd to discuss Apple in this context until we realize that the Apple TV is turning into a colossal success. In fact, CML Pro just released a research dossier entitled “Apple’s Genius: Kill Cable Then Take All of It.” The Apple TV is more than hardware – it will turn Apple into the largest cable bundler in the world (details in the CML Pro research dossier). As Apple’s iPhone, Watch and iPad continue to proliferate, online video ads will make their way into the Apple ecosystem. Just to throw in a little bit of pizazz, we note the possibility that Apple may actually see this up and coming technology company as a possible takeover target. Let’s remember that Apple was set to take on the advertising world with the release of iOS9, but then quickly stepped back, rather honestly stating that it did not have expertise in advertising in for the time being was not going to participate. The little gem we’re about to talk about is threatening to Google and that means it’s appetizing for Apple. Now, without further ado, here is the technology gem: This is the battleground and it will be fierce. But, the fiercer the better for the company trying to become the backbone of the online video ad space. so GOOGL's YOU TUBE was a brilliant acquisition and FB continues to crank out revenues and has had nice success in