Fund manager: Apple has had a ‘monster year’

Ben Rogoff, fund manager at Polar Capital Partners, says Apple CEO Tim Cook has done well following the death of Steve Jobs, with a promising upgrade cycle ahead.

 
I think the iPhone 6 will continue to dominate the story, the headlines. And, the longevity of that cycle and the timing of the upgrade – the 6s. The watch is due [and] we have relatively modest expectations. I’m kind of sneaky hopeful that 10-12 million units [will be achieveable]. – Ben Rogoff, Polar Capital Partners

 
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Direct link to video here.

4 Comments

  1. Fire Tim Cook!
    /s

    I’m fairly certain that the was general battle cry last year. I know for a fact Apple has had a monster year but you look at December’s performance of Apple stock and try hard to remember the full year climb. The stock market is a perplexing creature.

    Meanwhile, Google has about 80% institutional ownership for reasons I can’t quite figure out. Google certainly doesn’t look any better on paper than Apple. I can’t wait to see what happens if and when Apple goes with another default search engine. I’ve been rigorously testing DuckDuckGo and Yahoo search engines and haven’t noticed much of a difference from Google search. I think if Apple goes with another search engine it might give Google institutional investors something to think about.

  2. I also use Duck, Duck Go. It is pretty good, and a relief from tracking too. However, the search results are not nearly as thorough, comprehensive and exhaustive as Google Search. And an inexplicably odd preponderance of unusable Web pages from Great Britain often are inexplicable peppered throughout their search results. I still have resort to Google Search when Duck, Duck Go inevitably returns incomplete results on occasion, but it is worth the extra work just to be able to stick it to Google.😃

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