Seeking Alpha
  • Macro Investor
    Getting ready for another bloodbath in $TQQQ via $AAPL on Monday. Sigh. :-(
    12/16/12
    Reply (22)
    • gwinsto: Why do you presume that? AAPL usually bounces on Monday after a big Friday selloff.
      12/16/12
    • gwinsto: Although I will not be in the least surprised if there is a bloodbath....
      12/16/12
    • losbronces: Sometimes its better to just watch than to actively participate.
      12/16/12
    • realornot: it can bounce back near 520. no sudden 5% recovery!
      12/16/12
    • Wynnnn: Yeah curious where you get that? Nasdaq futures are up 15points at the open.. Im seeing good iphone 5 china numbers. bounce back tomorrow
      12/16/12
    • Wynnnn: ^^^ in my opinion...
      12/16/12
    • gwinsto: will be interesting to see if Walmart's deep discounts on the iphone and ipad will have an impact tomorrow... http://dthin.gs/12g1qaD
      12/16/12
    • gwinsto: i thought there were shortages for the iphone 5, so seems odd that they are being offered at a discount
      12/16/12
    • gwinsto: I bet(small bet via high strike weeklies) that aapl would bounce tomorrow, so just my luck...
      12/16/12
    • gwinsto: A small bounce to 520(as real said is possible) would still provide a return - I'd take it :)
      12/16/12
    • weed: If I could buy a cheap iPhone 5 and use in on pre-paid like Straight Talk, I'd consider driving the 30 miles to Walmart.
      12/16/12
    • gwinsto: praying I won't be put in a position to be tempted to double down for a Tuesday bounce lol
      12/16/12
    • Macro Investor: I am worried about how the Walmart discount story would be treated by the market.
      12/16/12
    • Stan Low: isnt the iPhone discount on the subsidized price on 2 year contract? How does that affect AAPL?
      12/16/12
    • gwinsto: It isn't clear if AAPL is eating any of the discount, but it would be odd and real bad news if they were...
      12/16/12
    • Macro Investor: Apple. WalMart, or the carrier is paying for the discount. I doubt the carrier would and and historically WalMart squeezes their vendors.
      12/16/12
    • gwinsto: If they are not eating any of the discount, then this is great news for AAPL and will boost sales without hurting margins
      12/16/12
    • gwinsto: I still say AAPL bounces tomorrow even if moderately...
      12/16/12
    • Macro Investor: I doubt either the carrier or walmart is eating the discount, carrier has no incentive (other choices exist) and WalMArt typically doesn't
      12/16/12
    • gwinsto: And what is AAPL's incentive?? shortages a few weeks ago and suddenly there is such an oversupply AAPL needs to unload at a discount?
      12/16/12
    • gwinsto: I HIGHLY doubt AAPL is eating it (certainly not the iphone5). Makes no sense...
      12/16/12
    • Macro Investor: I certainly hope not as I am long $TQQQ with huge $AAPL exposure. I have no idea why the discounting. Makes absolutely no sense.
      12/16/12