Seeking Alpha
  • Paulo Santos
    If the market plunges AH on AAPL, I'll go long futures.
    10/25/12
    Reply (17)
    • Bill Maurer: A lot of people are hoping Apple makes its guidance but misses the street, and pulls back to like $575 so all can get in low.
      10/25/12
    • Hillbilly Stock Star: AH....session could be violent AAPL, Long.
      10/25/12
    • Bill Maurer: The problem is that so many analysts are taking down estimates, even some this morning, so with a much lowered bar, a beat is much easier.
      10/25/12
    • Hillbilly Stock Star: Plus "trapped longs" may try to lower cost basis.
      10/25/12
    • Ashraf Eassa: I think $AAPL will rally on ER. Expectations so dismal at this point.
      10/25/12
    • Paulo Santos: No worries, if it doesn't happen, so be it.
      10/25/12
    • Hillbilly Stock Star: That's the other thing if they low-balled or China Mobile deal, Hang On!
      10/25/12
    • Denny_Chasteen: S results could be a leading indicator on iPhone sales missing expectations. Bill's $575 suggestion seems very likely.
      10/25/12
    • Whitehawk: Made $$$ on my NG futures longs this session. Trade the trend, my friend.
      10/25/12
    • Tradevestor: Actually, estimates are higher than say 60 days ago. $8.40 vs $8.75 right now but lower than the $8.88 a week and month ago
      10/25/12
    • Internal Source: China Mobile deal, no way. Last conf call transcript Cook talked about "no significant addition in providers or carriers" expected.
      10/25/12
    • Bill Maurer: But estimates only rose because the 5 came out in September, which was not price in. Remember the 4 came out in October.
      10/25/12
    • Tradevestor: Ya, iPhone5 had 10 days in September
      10/25/12
    • Paulo Santos: A lot of fear out there, maybe maybe too much fear.
      10/25/12
    • Denny_Chasteen: Don't let it turn us to the dark side, Paulo. Much fear in them I sense.
      10/25/12
    • bolaughlin: Paulo, what's the rationale for shorting the NQ?
      10/25/12
    • Paulo Santos: I was not shorting it, I went long. I've sold already.
      10/26/12