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Paulo Santos

 
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  • Paulo Santos
    Apple No Longer Seems Massively Cheap, Even Ex-Cash $AAPL http://seekingalpha.com/a/1ioh5
    Oct 9, 12:27 PM
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      • Paulo Santos
        A Tale Of Unbridled Optimism $AAPL http://seekingalpha.com/a/1cz19
        Jun 24, 9:42 PM
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          • Paulo Santos
            An iWatch Cannot Move The Needle Much $AAPL http://seekingalpha.com/a/1cvs1
            Jun 22, 12:20 PM
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            • Matt-Man: I would be very surprised if main function of new device is telling time. Apple needs to invent a new segment, just like with iPad earlier
              Jun 22, 7:16 PM
            • norjud: 80% of kids will not wear a watch. Samsung watch a el flop-o. Can APPL team up with GM, Toyota etc..for more stuff in cars???
              Jun 24, 8:05 PM
              • Paulo Santos
                $AAPL call buyers are going gaga again .
                May 23, 3:36 PM
                Reply (11)
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                • Paulo Santos: It was not early 2012, though ... this is the article you're thinking about: http://seekingalpha.com/a/hgpn
                  May 27, 1:13 PM
                • Harmonica2: Or the difference is that Andy Zaky is no longer trading. (That is the article and you mention that the trend started in April 2012)
                  May 27, 2:16 PM
                  • Paulo Santos
                    Apple Is Acquiring A Fad -- Not Quality -- And That Is Troubling $AAPL http://seekingalpha.com/a/1bal5
                    May 9, 10:53 AM
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                    • StepUp: and automotive
                      May 9, 12:23 PM
                    • StepUp: and frankly keeping beat streaming service out of the competitions hands as it was before this deal (HTC)
                      May 9, 12:24 PM
                      • Paulo Santos
                        Apple Faces A Problem And Increasing Prices Will Make It Worse $AAPL http://seekingalpha.com/a/19wc9
                        Apr 14, 8:54 PM
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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.
                          Apr 15, 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
                          Apr 15, 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
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                                                                          • 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
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