v*******e
发帖数: 326 | 1 Activist investor Carl Icahn turned up the pressure on Apple on Thursday by
announcing that he'd bought an additional $500 million worth of stock in the
company.
Icahn also filed an official letter outlining the reasons he believes Apple
should increase its stock buyback if shareholders approve an advisory ballot
measure next month at the company's annual meeting.
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"Bought another $500mil of $AAPL tday, bringing our total to $3.6 billion,"
Icahn tweeted. "If board doesn’t see AAPL’s ‘no brainer’ value we sure
do."
The latest update comes just a day after Icahn revealed he had acquired $500
million in Apple stock in recent months. Icahn says he has now bought $1
billion in stock over the past two weeks.
In a letter to Apple shareholders, he explained his rationale for his
buyback campaign.
"Over the course of my long career as an investor and as Chairman of Icahn
Enterprises, our best performing investments result from opportunities that
we like to call 'no brainers,'" he wrote. "Recent examples of such 'no
brainers" have been our investments in Netflix, Hain Celestial, Chesapeake,
Forest Labs and Herbalife, just to name a few. In our opinion, a great
example of a 'no brainer' in today's market is Apple."
The big problem, as Icahn sees it, is that Apple is woefully undervalued by
Wall Street.
"The S&P 500’s price to earnings multiple is 71% higher than Apple’s, and
if Apple were simply valued at the same multiple, its share price would be $
840, which is 52% higher than its current price," Icahn wrote. "This is a
dramatic valuation disconnect that simply makes no sense to us, and it seems
that the company agrees with us on this point."
Icahn says the company has recommended voting against his proposal, saying
it needs the flexibility to invest in acquisitions and innovation to remain
competitive. To which Icahn says: Phooey!
"We believe that the combination of the company’s unprecedentedly enormous
net cash balance, robust annual earnings, and tremendous borrowing capacity
provide more than enough excess liquidity to afford both the use of cash for
any necessary ongoing business-related investments in addition to the cash
used for the increased share repurchases proposed," Icahn wrote.
Then he blew the company a few kisses. He noted his belief that Chief
Executive Tim Cook is doing a great job and that there were many new product
areas such as wearables and television where the company could enter and
make even more money.
"Given the degree to which Apple appears undervalued to us, we almost feel
that it’s a waste of time to debate the point," Icahn said. "As we believe
it to be the preeminent and most innovative consumer products company in the
world, with the greatest brand, hardware, software, and services in the
world, Apple has had tremendous growth to date, and we fail to see why this
growth would not continue moving forward."
http://www.latimes.com/business/technology/la-fi-tn-carl-icahn- | v*******e
发帖数: 326 | | R******o
发帖数: 1572 | 3 icahn就是个搅屎棍
苹果董事会要是听他的，就完了
【在 v*******e 的大作中提到】
: 苹果真的能去800吗？
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