Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

Paulo Santos

View Paulo Santos' StockTalks BY TICKER:
  • Paulo Santos
    Nothing short of ressurrecting Jobs seems enough to stop AAPL going down.
    11/15/12
    Reply (18)
  • View all 18 replies
    • 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)
      • View all 6 replies
        • 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)
          • View all 5 replies
            • 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)
              • View all 10 replies
                • 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)
                  • View all 15 replies
                    • 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)
                      • View all 9 replies
                        • 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)
                          • View all 13 replies
                            • 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)
                              • View all 14 replies
                                • 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)
                                  • View all 17 replies
                                    • 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)
                                              • View all 5 replies
                                                • 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)
                                                  • View all 6 replies
                                                    • 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)
                                                      • View all 9 replies
                                                        • 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)
                                                          • View all 11 replies
                                                            • 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)
                                                              • View all 24 replies
                                                                • 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)
                                                                  • View all 5 replies
                                                                    • 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)
                                                                      • View all 25 replies
                                                                        • 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
                                                                          • Paulo Santos
                                                                            Is there selling in everything to buy AAPL?
                                                                            8/20/12
                                                                            Reply (8)
                                                                          • View all 8 replies
                                                                            • Ocean Man: That's a correct correlation, although some airlines hedge more than others. LCC hedges the least.
                                                                              8/20/12
                                                                            • sundate36: Thanks for your comment OM. I like your stock talks very much!
                                                                              8/20/12
                                                                              • Paulo Santos
                                                                                17000 AAPL JAN 2013 290 calls traded ... those are 1.7 million AAPL shares in deep in the money calls. Pretty aggressive.
                                                                                8/17/12
                                                                                Reply (14)
                                                                              • View all 14 replies
                                                                                • Omer Altay: I don't see the 17K APPL 290 call volume anywhere... Checked yahoo finance and its not there.
                                                                                  8/19/12
                                                                                • Paulo Santos: As I said, it was there, then disappeared.
                                                                                  8/19/12
                                                                                  More on AAPL by Paulo Santos