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Paulo Santos

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  • Paulo Santos
    Apple Faces A Problem And Increasing Prices Will Make It Worse $AAPL http://seekingalpha.com/a/19wc9
    Mon, 8:54 PM
    Reply (4)
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    • Bassem Jam: I would love a macbook pro with a touch screen. I,will pay for that. Apple should start taking private customised orders.
      Tue, 8:05 AM
    • Bassem Jam: can be become the Louis Vuitton of the tech world. Want cheap imitation products go to samsung. Want the best will cost you welcome to apple
      Tue, 8:08 AM
      • Paulo Santos
        Amazed that analysts, so sensible about any $AAPL shortcoming, don't notice $AMZN's KIndle HDX lingering in lowly positions since launch.
        10/31/13
        Reply (4)
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        • Andrei Volgin: Tesla is down almost 20% since my articles. $AMZN will be down 20% before February - all my AMZN puts are in the green already.
          11/1/13
        • Tales From The Future: I wish all the shorts good luck. I'm with you but I can't put real money into it right now, AMZN valuation has been irrational for so long..
          11/4/13
          • Paulo Santos
            Nothing short of ressurrecting Jobs seems enough to stop AAPL going down.
            11/15/12
            Reply (18)
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            • Paulo Santos: Hallellujah, the great exodus seems to be ending! eheh
              11/15/12
            • TruffelPig: I played some tennis and missed the drama ;P
              11/15/12
              • Paulo Santos
                AAPL has already lost around 24% from its high.
                11/14/12
                Reply (6)
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                • sundate36: Have you seen this on AMRN? http://reut.rs/W9GxwA
                  11/15/12
                • Paulo Santos: I don't know if I'll add to ARNA, after all it still has quite a bit or risk, especially in such a lousy market.
                  11/15/12
                  • Paulo Santos
                    AAPL still weak ...
                    11/12/12
                    Reply (5)
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                    • Paulo Santos: sundate, the companies have value but the fundamental trends are ugly, so I am not particularly interested in them because of that.
                      11/12/12
                    • Paulo Santos: It's a bit like not shorting companies that are overvalued but with good fundamental trends.
                      11/12/12
                      • Paulo Santos
                        The levered AAPL longs are being brutalized.
                        11/8/12
                        Reply (10)
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                        • wigit5: Might buy back in if it falls through 500 this week or early next week.
                          11/8/12
                        • Seth Walters: Some of it is cap gains selling. Some of it is real fear that it has peaked. Some of it is just a generalized market decline.
                          11/8/12
                          • Paulo Santos
                            People must be scared shirtless, the way they're trading AAPL.
                            11/8/12
                            Reply (15)
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                            • Windsun33: In the short term, the market is often extremely insane
                              11/8/12
                            • Paulo Santos: Even Daivid Einhorn got caught in this maelstrom, no?
                              11/8/12
                              • Paulo Santos
                                Seems to me AAPL's punishment is getting long in the tooth.
                                11/7/12
                                Reply (9)
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                                • dieuwer: Did you call your mom to ask?
                                  11/7/12
                                • PersonaNonGrata: It would be too easy to insert a mom joke here and get my account locked out ...again.
                                  11/7/12
                                  • Paulo Santos
                                    AAPL jumped right now.
                                    11/5/12
                                    Reply (13)
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                                    • TruffelPig: 2 million would be about 25%-50% above expectations!
                                      11/5/12
                                    • Somporn Suksi: I think we'll see 600 again this week.
                                      11/5/12
                                      • Paulo Santos
                                        AAPL is going to take a beating, and I bought NQs as I said I'd do ... we'll see. Hope AAPL doesn't drop more than 5%.
                                        10/25/12
                                        Reply (14)
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                                        • Paulo Santos: Nasdaq 100 mini-futures
                                          10/25/12
                                        • Whitehawk: Tight stop, it's dropping from 2640 (already a nice profit)
                                          10/25/12
                                          • Paulo Santos
                                            If the market plunges AH on AAPL, I'll go long futures.
                                            10/25/12
                                            Reply (17)
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                                            • 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
                                              • Paulo Santos
                                                Lots of books in AAPL's presentation, AMZN can0t be too happy about that.
                                                10/23/12
                                                Reply (2)
                                                • krk: If AAPL were to put out an Android iBooks App, that would weaken AMZN's walled garden and counter the Kindle App's availability for iOS.
                                                  10/23/12
                                                • krk: Also, AAPL can wage and win a feisty eBook price war with AMZN, as unlike AMZN, Apple's profits are from devices and not apps and media.
                                                  10/23/12
                                                  • Paulo Santos
                                                    New AAPL iMacs have nVidia Kepler in them.
                                                    10/23/12
                                                    Reply
                                                      • Paulo Santos
                                                        Rumor today is for AAPL to price the iPad mini at $329 or so, instead of the previously rumored $249.
                                                        10/23/12
                                                        Reply (5)
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                                                        • Bill Maurer: Agreed. I see $279 as the lowest possible point.
                                                          10/23/12
                                                        • Internal Source: Doesn't matter, stock will trade ugly this week (we're seeing it today already) and probably wind up the week under 600, as I see it.
                                                          10/23/12
                                                          • Paulo Santos
                                                            AAPL must already be eating into stops.
                                                            10/19/12
                                                            Reply (6)
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                                                            • Whitehawk: Short Eminis; long dollar index futures. Could also go short nas100 futures, but that was a better bet yesterday. Let the slide continue.
                                                              10/19/12
                                                            • Zhang Fei: Do you have a view on AAPL that you might encapsulate in an article?
                                                              10/19/12
                                                              • Paulo Santos
                                                                Applocapipse. Impressive how AAPL manages to fall so easily.
                                                                10/9/12
                                                                Reply (9)
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                                                                • pocohonta: falled like hot knife on butter but after 623.55 low, we have reversal! Institutions shake off weak hands like a doggie shaking off fleas.
                                                                  10/9/12
                                                                • Whitehawk: Take a look at the biotech sector - big selloff today. Thought i'd have more time to go short!
                                                                  10/9/12
                                                                  • Paulo Santos
                                                                    AAPL recognized the maps trouble, even recommended people use Google or Nokia ... amazing.
                                                                    9/28/12
                                                                    Reply (11)
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                                                                    • Whitehawk: Loved that last answer Paulo.
                                                                      9/28/12
                                                                    • Ocean Man: That about sums it up Paulo. I'm pretty sure GLD isn't going to miss on earnings though.
                                                                      9/28/12
                                                                      • Paulo Santos
                                                                        Nice AMZN is going head on against AAPL with the Kindle fire HD.
                                                                        9/6/12
                                                                        Reply (24)
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                                                                        • J Mintzmyer: they make $5/bk gross, well that's $310 gross for the KindleHD. But that's not net for either book or Kindle. Sales, G&A, shipping, taxes...
                                                                          9/7/12
                                                                        • J Mintzmyer: Plus that figure values the r&d at zero....
                                                                          9/7/12
                                                                          • Paulo Santos
                                                                            The FED put AAPL back again into the "proper parabolic course", it seems.
                                                                            8/22/12
                                                                            Reply (5)
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                                                                            • oldorv: there are stocks, and then there's Apple.
                                                                              8/22/12
                                                                            • ktodack: We could see 600-650 because, because . . . . .
                                                                              8/22/12
                                                                              • Paulo Santos
                                                                                The market continues to lap up an unbelievable amount of AAPL call options, and there's simply not stock enough for the option sellers ...
                                                                                8/20/12
                                                                                Reply (25)
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                                                                                • Paulo Santos: Probably speculators from all over the world. The last time this happened I got messages from several different countries about it.
                                                                                  8/20/12
                                                                                • Paulo Santos: Specs that got burned in it.
                                                                                  8/20/12
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