Apple Repurchases $14 Billion of Own Shares in Two Weeks CEO Cook Says Company Wanted to Be 'Aggressive' and 'Opportunistic' CUPERTINO, Calif.— Apple Inc. AAPL +0.58% has bought $14 billion of its own shares in the two weeks since reporting financial results that disappointed Wall Street, Chief Executive Tim Cook said in an interview.
Mr. Cook said Apple was "surprised" by the 8% decline in its shares on Jan. 28, the day after it reported lower iPhone sales than projected and warned that revenue in the current quarter might decline from the same period a year ago. Mr. Cook said he wanted to be "aggressive" and "opportunistic."
With the latest purchases, Mr. Cook said Apple had bought back more than $40 billion of its shares over the past 12 months, which Mr. Cook said was a record for any company over a similar span.
"It means that we are betting on Apple. It means that we are really confident on what we are doing and what we plan to do," said Mr. Cook, speaking in a conference room at the company's corporate headquarters here. "We're not just saying that. We're showing that with our actions."
Those purchases are part of Apple's previously disclosed plan to repurchase $60 billion of its own shares, Mr. Cook said. He said Apple bought $12 billion of the shares through an "accelerated" repurchase program, and $2 billion on the open market. He said Apple plans to disclose "updates" to its buyback program in March or April.
The revelation about the recent share purchases comes a few weeks before Apple's Feb. 28 shareholder meeting, where activist investor Carl Icahn is pressuring the company to be more aggressive with its $160 billion cash pile.
Mr. Icahn, who owns roughly $4 billion in Apple shares, is asking shareholders to vote on his proposal that Apple buy an additional $50 billion of its own shares by the end of September, above its current plan.
Responding to Mr. Cook's statement about his confidence in Apple, Mr. Icahn said, "So am I."
Apple's Mr. Cook said he wants to "be able to adjust for the long-term interest of the shareholders, not for the short-term shareholder, not for the day trader.
"We may see a huge company tomorrow that we want to acquire or something may happen in the stock market that's unpredictable," he continued.
Historically, Apple hasn't made big acquisitions; the company has never spent more than $1 billion on a single deal. Mr. Cook said Apple has bought 21 companies over the past 15 months.
That track record is a contrast to Google Inc., GOOG +1.47% which has been snapping up companies across the technology landscape, most notably its $3.2 billion acquisition of Nest, a maker of connected home devices founded by former Apple employees.
The Apple CEO said its history of opting for smaller deals doesn't mean that the company won't pull the trigger on a big acquisition if it makes sense.
"We've looked at big companies," said Mr. Cook. "We have no problem spending 10 figures for the right company, for the right fit that's in the best interest of Apple in the long-term. None. Zero."
Apple is fighting the perception that its best days are behind it. Revenue growth has dropped to less than 10% in the last three quarters, while net income fell 11% in the past fiscal year—its first annual decline in more than a decade.
An often-cited factor is that the company hasn't broken into a new product category—as it did with the iPod and iPhone—since introducing the iPad in 2010.
Thursday, Mr. Cook reiterated that Apple plans to enter a new category this year. Apple watchers are speculating about wearable devices or a new television platform.
"There will be new categories. We're not ready to talk about it, but we're working on some really great stuff," Mr. Cook said. When asked whether a new product category could mean an improvement on an existing product like an iPad Air, a lighter version of its tablet computer, or new services such as mobile payments, Mr. Cook declined to comment.
He said that anyone "reasonable" would consider what Apple is working on as new categories.
Mr. Cook said he still considers Apple to be a "growth company" with significant opportunities to expand the position of existing products including the iPhone.
Apple has been losing market share in smartphones as the market grows. In 2013, Apple accounted for 15.5% of all smartphones shipped world-wide, down from 19.4% in 2012, according to Strategy Analytics. By comparison, manufacturers running Google's Android operating system accounted for 78.9% in 2013, up from 68.8% a year earlier.
Mr. Cook has said repeatedly that Apple aims to produce the best phones, not necessarily the most. That has fueled concerns that the iPhone will become a niche product, much as Apple's Macintosh was a niche product during the personal-computer era.
Mr. Cook said Apple has the largest or second-largest market share for true smartphones in nearly every country; he excluded smartphones that are used as feature phones because of their limitations.
"In the other places where we are number two, I'd rather be number one. And you can bet that we're working on that," said Mr. Cook.
He said his statement that Apple doesn't aim to make the most phones has been misunderstood.
"I don't view that as being satisfied with being small or however you want to define it," he said. "I just want to say that the macro thing for us is making a great product and we must do that. If we can't do that, we're not going to force ourselves to hit a price point that makes us produce a product that we're not proud of because we lose who we are in that. We're not going to do that."
After Hours Summary: SMT +38.7%, UEPS +19.0%, EXPE +13.1%, ELON -19.5%, OPEN -7.8%, LNKD -7.6%
After Hours Gainers: Companies trading higher in after hours in reaction to earnings: SMT +38.7%, UEPS +19%, LCI +15.3%, OCLS +13.8%, ATHN +13.2%, EXPE +13.1%, BEBE +11.2%, OUTR +10%, ADEP +9.1%, CYTK +8.4%, ATVI +8%, RNG +7.6%, UBNT +7.5%, MXL +6.4%, LSCC +6.1%, APTS +4.6%, ONNN +4.3%, MRH +4.3%, NWSA +3.8%, MITK +3.7%, GPS +3.3%, FGL +3.2%, NTGR +2.5%, CRRS +2.5%, UVV +2.4%, ECOM +2.3%, ASYS +2.3%, CLCT +1.8%, SSD +1.3%, AHL +1%, WWWW +0.7%
Companies trading higher in after hours in reaction to news: OCLS +13.8% (announced completion of agreements required for IPO of subsidiary Ruthigen), OUTR +10.0% (announced new RedBox President and leadership transitions for Coinstar and ecoATM; co also reported earnings), PDO +8.9% (co and Yuma Energy announced a merger agreement), ARIA +6.7% (Reuters reporting that Sarissa Capital Management is seeking two seats on Board of Directors), GPS +3.3% (reported January same store sales +1% vs -1.1% Retail Metrics consensus; co also issued upside Q4 EPS guidance, sales slightly below estimate), MWV +0.9% (announced that it has executred an accelerated share repurchase agreement with BofA/Merrill and Goldman to purchase $300 mln of common stock)
After Hours Losers:
Companies trading lower in after hours in reaction to earnings: ELON -19.5%, MCZ -15.7%, PXLW -12.6%, EGOV -12.4%, ACET -11.7%, FWM -11.6%, BRS -11.2%, ECHO -9.4%, OPEN -7.8%, NCR -7.8%, EXXI -7.8%, LNKD -7.0%, HITT -5.2%, STKL -4.9%, GIGA -4.7%, IMPV -2.4%, VRSN -2.1%, KIRK -1.5%, MPWR -1.4%, BRKS -1.2%, SQI -0.8%, NBIX -0.4%, POST -0.2%
Companies trading lower in after hours in reaction to news: FWM -11.6% (announced Chief Executive Officer Herbert Ruetsch will retire; William Sanford, President of co, will assume the role of Interim Chief Executive Officer; co also reported earnings), LNKD -7.0% (acquired Bright for ~$120 mln), SHPG -4.7% (announced results from two Phase 3 studies for Vyvanse (lisdexamfetamine dimesylate) Capsules as an adjunctive treatment for adults with Major Depressive Disorder: Vyvanse did not meet the primary efficacy endpoint in either study), HA -2.2% (co's subsidiary, Hawaiian Airlines, announced system-wide traffic statistics for the month of January 2014: Passengers transported up 4.1% y/y, RPMs up 6.9% y/y, ASMs up 5.3% y/y, Load Factor up 1.2 pts), ALGT -1.9% (reported January 2014 traffic: Revenue passenger miles increased 13.8% year over year to 586.7 mln, load factor fell 1.9% year over year),
Asian Market Update: RBA quarterly statement raises projections for CPI and GDP as analysts begin to price in 2014 rate hikes
***Economic Data*** - (AU) RESERVE BANK OF AUSTRALIA (RBA) QUARTERLY STATEMENT ON MONETARY POLICY; raises inflation, growth forecast on lower fx rate; inflation to breach 2-3% target band by mid-2014 - (AU) AUSTRALIA JAN AIG PERFORMANCE OF CONSTRUCTION INDEX: 48.2 V 50.8 PRIOR (first contraction in 4 months) - (CN) CHINA JAN HSBC/MARKIT SERVICES PMI: 50.7 V 50.9 PRIOR - (CN) CHINA Q4 PRELIMINARY CURRENT ACCOUNT BALANCE: $49.8B V $40.4B PRIOR - FX REGULATOR SAFE - (JP) JAPAN JAN OFFICIAL RESERVE ASSETS: $1.28T V $1.27T PRIOR (1st increase in 3 months) - (MY) MALAYSIA DEC TRADE BALANCE (MYR): 9.5B V 9.6BE
***Observations/Insights*** - LinkedIn down over 8% on soft Q1 and 2014 guidance despite beating on the top and bottom lines in Q4. - RBA quarterly policy statement raises all of its projections for CPI and GDP through 2015 and also warns inflation may breach 2-3% target band in mid-2014. Statement, following the RBA dropping its easing bias in a meeting this week, sees H1 and FY14 GDP at 2.75% (+0.25pts from prior forecasts), FY15 GDP at 3.0% v 2.75% prior, 2014 core CPI at 2.75% vs 2.5% prior and 2015 core CPI at 2.5% v 2.25% prior. RBA also reiterates a period of stable interest rates is likely, however analysts with Commonwealth Bank have now gone as far as anticipating the first rate hike some time this year. - China HSBC services PMI falls again to a near 2 1/2 year low, however employment component in services is not as weak as manufacturing. HSBC chief economist expects services growth to bounce back a little in the coming months. - Shanghai Composite returns from week-long Lunar New Year break with a modest catch-up selloff. Despite the aggressive PBoC injections going into the holiday, money market rates have tightened again with overnight repo rates rising about 150bps.
***Fixed Income/Commodities/Currencies*** - (US) Weekly Fed Balance Sheet Total Assets Week ending Feb 5th: $4.11T v $4.10T prior; Reserve Bank Credit: $4.07T v $4.06T prior; M1 y/y change: 8.3% v 8.4% w/w; M2 y/y change: 5.6% v 5.8% w/w - (JP) BOJ offers to buy ¥110B in JGB with maturity under 1-yr, ¥200B in JGB with maturity over 10-yr as well as ¥2.0T in T-bills - (AU) Australia MoF (AOFM) sells A$800M in 6.0% 2017 Bonds; avg yield: 2.9785%; bid-to-cover: 4.79x - SLV: iShares Silver Trust ETF daily holdings fall to 10,045.8 (1-week low) tonnes from 10,090.7 tonnes
- USD majors were rangebound ahead of the Friday non-farm payrolls report. Traders are particularly cautious, with another weak figure dismissing the claim that the soft December print was a weather-related one-off, while a strong number would suggest the US recovery story is still intact. EUR/USD consolidated its post-ECB rally on Thursday just below $1.36 and USD/JPY traded within 10pips of the ¥102 handle. AUD/USD remained volatile, spiking about 30pips on the release of RBA quarterly statement above $0.8970 before selling down toward $0.8920. China Services PMI had little impact on the aussie.
***Speakers/Political/In the Papers*** - (CN) China Ministry of Commence (MOFCOM): China 2014 Lunar New Year "golden week" retail sales CNY610.7B, +13.3% y/y - financial press - (CN) China state researcher: China may set up deposit insurance system in 2014 - Chinese press - (CN) China Jan CPI growth may be at 2.3% y/y at the most (v 2.5% in Dec) - Chinese press - (CN) Goldman Sachs: 2014 China growth supported by developed markets recovery - (JP) Japan Econ Min Amari: Currently talking with US about Trans-Pacific Partnership (TPP) - (JP) Japan Fin Min Aso: PM Abe wants to see clear effect from extra budget in H1 of FY14/15 - financial press - (JP) Japan Finance Ministry posts Jan 1-20 Trade Balance of -¥2T, record amount - financial press - (JP) US Navy said to be upgrading its naval presence in Japan by swapping three of its currently-stationed ships with more modern vessels - Nikkei - (JP) Goldman Sachs economist: BOJ may announce further easing at the June meeting; Japan CPI may begin to stagnate in Mar-Apr - financial press - (AU) Commonwealth Bank senior economist: RBA likely to start raising rates in late 2014 - financial press - (AU) Minerals Council of Australia: Billions of dollars of investment are at risk unless Abbott govt cuts business regulation - AFR - (KR) South Korea Vice Fin Min Choo: South Korea should monitor markets as uncertainty increased - financial press - (KR) According to a survey by South Korea Hyundai Research Institute (HRI) think tank, over 60% view govt forecasts for $40K GNI per capita within a decade to be infeasible - Korean press
- (EU) ECB's Noyer: No new evidence to suggest change in monetary policy - French press interview - (US) Fed's Rosengren (dovish dissenter in 2013, FOMC non-voter in 2014): unemployment remains too high; must be patient in reducing stimulus - (US) Goldman Sachs chief economist Hatzius: Sees first rate hike by the Fed in early 2016 (in line with prior comments) - financial press
**Equities*** Market Snapshot (as of 04:30 GMT): - Nikkei225 +1.8%, S&P/ASX +0.7%, Kospi +0.5%, Shanghai Composite -0.3%, Hang Seng +0.8%, Mar S&P500 +0.1% at 1,767, Apr gold +0.3% at $1,261, Mar crude oil -0.2% at $97.62/brl
US markets: - SMT: Reports Q3 $0.07(adj) v -$0.02e, R$158.0M v $108Me; To exit optical touch sensor business; +38.7% afterhours - UEPS: Reports Q2 $0.40 v $0.31e, R$137.3M v $120Me; +20.9% afterhours - ATHN: Reports Q4 $0.57 v $0.44e, R$171.6M v $169Me; +13.6% afterhours - EXPE: Reports Q4 $0.92 v $0.85e, R$1.15B v $1.14Be; +13.1% afterhours - OUTR: Reports Q4 $1.55 (cont ops) v $1.23e, R$593M v $597Me; authorizes $500M additional share buyback (28% of market cap); +10.0% afterhours - ATVI: Reports Q4 $0.79 v $0.73e, R$2.27B v $2.22Be; +7.8% afterhours - NWSA: Reports Q2 $0.31 v $0.21e, R$2.24B v $2.23Be; +3.8% afterhours - ITW: To Sell its Industrial Packaging Segment to The Carlyle Group for $3.2B, slightly above rumored $3B figure; +1.5% afterhours - BTE: Acquires Aurora Oil & Gas for $2.6B, $1.3B Bought Deal Financing and 9% Dividend Increase Upon Completion of Acquisition; +1.2% afterhours - VRSN: Reports Q4 $0.65 v $0.60e, R$246M v $245Me; Warns Q4 results could be restated; Guides initial FY14 R$1.0-1.02B v $1.03Be - conf call; -0.8% afterhours - NCR: Reports Q4 $0.83 v $0.80e, R$1.67B v $1.78Be; -6.4% afterhours - LNKD: Reports Q4 $0.39 v $0.37e, R$447.2M v $439Me; To Acquire data insights and matching technology co BrightBright's for $120M; -8.5% afterhours - FWM: Reports Q3 -$0.74 v -$0.04e, R$205.7M v $206Me; -17.8% afterhours - IBM: Said to consider selling its semiconductor unit; Value of business not determined - FT - AAPL: CEO Cook: Company repurchased $14B (approx 3.1% of market cap) in shares in two-weeks time, $40B in past 12 months - financial press
Notable movers by sector: - Consumer Discretionary: Yamada Denki 9831.JP +3.2% (9M results); SJM Holdings 880.HK +4.8% (enters JV) - Materials: Kingray New Materials Science & Technology 600390.CN +10.0%, Shenzhen Capchem Technology 300037.CN +7.4% (suppliers of Panasonic trade higher on strong Panasonic financial results); Tonghua Shuanglong Chemical 300108.CN +9.9% (acquisitions) - Energy: Woodside Petroleum WPL.AU -0.2% (enters Leviathan JV) - Industrials: DIC Corp 4631.JP +5.1% (9M results) - Technology: Lenovo Group 992.HK -0.7% (Google reportedly acquired stakes); Kingsoft Corp 3888.HK +2.3% (rumors company to spinoff security software unit); Sony Corp 6758.JP +2.3% (9M results; confirms to sell PC unit); Nikon Corp 7731.JP +6.8% (9M results); Catcher Tech 2474.TW +6.3% (Q1 guidance)
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Schonfeld Backs Three SAC Traders as BlueCrest Said to Hire Two 2014-02-06 17:28:39.557 GMT
By Jesse Westbrook Feb. 6 (Bloomberg) -- Schonfeld Group Holdings LLC is backing three former SAC Capital Advisors LP money managers in London, and BlueCrest Capital Management LLP hired two U.S. employees from the hedge-fund firm that is becoming a family office after settling an insider-trading investigation. Sam Elsokari, Tony Eccles and Liam Pagliaro have each received financing from New York-based family office Schonfeld to invest in stocks, which could allow the traders to raise money from other investors if they are successful, President Andrew Fishman said in an interview today. BlueCrest, a London- based hedge-fund firm, hired Andrew Schiffrin and Ian Kessler in the past month, said two people with knowledge of the hires who asked not to be identified because the firm is private. SAC, based in Stamford, Connecticut, decided in October to close its London office to scale back amid an insider-trading probe by U.S. prosecutors. Schiffrin and Kessler are among U.S. employees who’ve left SAC since the firm agreed in November to close its hedge funds to outside investors and pay $1.8 billion to resolve charges that it profited from illegal tips about companies. “We look for opportunities wherever they are,” said Fishman at Schonfeld, a family office that has used its own capital to back about 35 money managers since 2007. “Obviously, SAC’s downsizing in London was a unique one because you had a lot of experienced managers there.” He declined to comment on how much money the SAC traders received from Schonfeld. Elsokari declined to comment, while contact information for Eccles and Pagliaro couldn’t be located.
Elsokari, Eccles
Elsokari, 36, joined SAC in 2009 from UBS O’Connor LLC, the Zurich-based bank’s hedge fund unit, according to his registration with the U.K.’s Financial Conduct Authority. He traded financial stocks at SAC. Eccles, 40, who invests in the shares of commodity companies, started at SAC in 2011 after leaving Ken Griffin’s Citadel LLC, regulatory records show. Pagliaro, 43, who was previously head of equity research at Gartmore Group Ltd., joined SAC in 2012, according to FCA records. Since SAC decided to shut the London office, its U.K. money managers and analysts have accepted jobs at firms including BlueCrest, which has already added at least five former SAC employees since September. Former SAC managers have also landed jobs at Moore Capital Management LLP, Balyasny Asset Management LP and Carmignac Gestion SA. Schiffrin, who trades industrial stocks, resigned from SAC’s CR Intrinsic unit on Jan. 6, Bloomberg News reported last month. Kessler worked for Sigma Capital, another SAC unit. BlueCrest spokesman Ed Orlebar declined to comment on Schiffrin and Kessler, as did SAC spokesman Jonathan Gasthalter. Schonfeld hired Adin Kahn from Israel Englander’s Millennium Management LLC in December 2012 to expand its business and recruit traders from hedge funds. “There have been lots of opportunities set in motion from the financial crisis and obviously the insider-trading scandal,” Fishman said. “We’re actively looking for experienced portfolio managers wherever they are.”
For Related News and Information: Top Stories:TOP<GO> SAC’s Schiffrin Said to Quit as Firm Turns Family Office NSN MYZSO86S9737 <GO> Top hedge-fund stories TNI HEDGE WWTOP <GO> Hedge-fund news NI HEDGE BN <GO> Bloomberg Active Indexes for Funds BAIF <GO>
--Editors: Sree Vidya Bhaktavatsalam, Christian Baumgaertel
To contact the reporter on this story: Jesse Westbrook in London at +44-20-3525-0426 or jwestbrook1@bloomberg.net
To contact the editor responsible for this story: Christian Baumgaertel at +1-617-210-4624 or cbaumgaertel@bloomberg.net