Seeking Alpha

Paul Zimbardo

 
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  • Can T-Mobile And These Catalysts Boost Apple Shares? [View article]
    All strategies were based on a price of $461.91 (the close on Friday) as indicated in Scenario 2, which is less than one percent where Apple is currently trading. As discussed these are buy-writes, i.e. covered calls.
    Mar 26, 2013. 11:51 AM | Likes Like |Link to Comment
  • Apple Needs To Spend Cash On R&D, Not Special Dividends [View article]
    Your argument that Apple is trailing in innovation by citing battery life is quite flawed. At this point in time battery life is largely a function of battery size and Samsung simply has a larger battery in its phone.
    Mar 13, 2013. 01:09 PM | 2 Likes Like |Link to Comment
  • Should You Sell Google And Buy Apple? [View article]
    Thanks for catching the typo. Eight years.
    Mar 12, 2013. 01:46 PM | Likes Like |Link to Comment
  • Will Einhorn And The iWatch Boost Apple Shares? [View article]
    "you may think that you are comfortable owning a stock at a certain price.The buyers remorse sets in big time when the fundamentals change.... "

    This is no different than if you had initiated a long position. The benefit of the call is that you have a cushion to reduce the losses.
    Feb 13, 2013. 01:16 PM | Likes Like |Link to Comment
  • Is Apple's Secret Hedge Fund Prepping For A Dividend Boost? [View article]
    I question any article that calls Apple's SEC reported "cash+" or "hedge fund" a secret. This is available with a quick google search.
    Feb 6, 2013. 11:29 AM | 1 Like Like |Link to Comment
  • Is Apple's Secret Hedge Fund Prepping For A Dividend Boost? [View article]
    Apple's "secret" hedge fund that is disclosed as a subsidiary in the publicly available SEC filings? Apple's investment portfolio that is also disclosed in the public available SEC filings?
    Feb 6, 2013. 10:22 AM | 1 Like Like |Link to Comment
  • Apple Earnings Forecast: $55B Revenue And 48M iPhones Sold [View article]
    Revenue: $54.5 Actual vs. $54.8 PZ Estimate
    iPhone: 47.8M A vs. 47.79M PZ E
    iPad: 22.9M A vs. 22.84M PZ E
    Mac: 4.1M A vs. 5.32M PZ E
    iPod: 12.7M A vs. 10.78M PZ E
    Gross Margins: 38.6% A vs. 37.6% PZ E
    International Saes: 61% A vs. 61% PZ E
    I nailed the revenue, iPhone, iPad, international and margins but my opex was decently off.

    Stock is selling off despite these solid earnings.
    Jan 23, 2013. 04:40 PM | 1 Like Like |Link to Comment
  • Should You Buy Apple Before The Consumer Electronics Show? [View article]
    http://cnet.co/VIzgmb

    Of course there is no chance but that will not stop analysts from speculating.
    Jan 8, 2013. 11:40 AM | Likes Like |Link to Comment
  • Should You Buy Apple Before The Consumer Electronics Show? [View article]
    Thank you for the kind comment. As you mentioned, spreads are not as simple as covered calls and require diligent monitoring. I advocate covered calls as they are easy to understand and serve as a solid "gateway" into more complex option strategies.
    Jan 7, 2013. 10:36 PM | 1 Like Like |Link to Comment
  • Should You Buy Apple Before The Consumer Electronics Show? [View article]
    Thank you for the comment. Apple did inteed have a both at CES in the early '90s. As I mentioned CES is growing less important as more companies follow the "Apple model" but it is still a very important early indicator for the industry in the year ahead.
    Jan 7, 2013. 04:01 PM | Likes Like |Link to Comment
  • Should You Buy Apple Before The Consumer Electronics Show? [View article]
    Thank you for the comment. I mentioned that "Apple is able to hold its own major announcements for any of their products". The headline refers to the competitors that will be presenting.
    Jan 7, 2013. 04:00 PM | 1 Like Like |Link to Comment
  • Profiting With Apple Weekly Options: Week 3 [View article]
    Is your disclosure accurate?
    Nov 26, 2012. 10:17 PM | 1 Like Like |Link to Comment
  • Have We Seen The Bottom In Apple? [View article]
    Apple appreciated .40%, or forty basis points last Friday.
    Nov 19, 2012. 12:49 PM | Likes Like |Link to Comment
  • Just Sell Apple If You Are Nervous [View article]
    Suppliers are having difficulty meeting Apple's elevated quality standards for the iPhone 5 which relate to the new materials used in the phone (primarily the aluminum back). The supply of iPhones is greater than previous launches but the demand has been even greater.
    Nov 15, 2012. 04:26 PM | 1 Like Like |Link to Comment
  • Just Sell Apple If You Are Nervous [View article]
    Are you comparing the sale of a $329+ piece of hardware to a $40 software upgrade?
    Nov 15, 2012. 09:45 AM | 1 Like Like |Link to Comment
More on AAPL by Paul Zimbardo
COMMENTS STATS
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