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Timothy Phillips

 
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  • Timothy Phillips
    Bad News is still Good in this market. Bad jobs report (on consensus) = more QE. Clearly not ready for a correction yet. No summer swoon.
    6/7/13
    Reply (5)
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    • Zeus2012: I usually sell otm call spread after a big spike up. Given AMZN's market cap, figure it's a safer bet than buy puts or short it outright
      6/7/13
    • Timothy Phillips: Zues - agreed. I like to sell OTM puts due to my short position I maintain on the stock. Provides income while I wait for the drop.
      6/7/13
      • Timothy Phillips
        $AMZN has now re-traced 100% of the drop since that terrible Q1 earnings report. How quickly the market forgets how bad the numbers are.
        6/7/13
        Reply (7)
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        • Sam Liu: Who would Alibaba be competing with.
          6/7/13
        • investing newcomer: lets hope as it followed the broad market friday, it follows the broad market down this week. jul 265 puts at 5.50
          6/9/13
          • Timothy Phillips
            $AAPL & carriers are clearing out inventory to prep for the launch of iPhone 5S. AT&T offered me a free 5 w/ new 2 YR plan ($199 savings)
            5/25/13
            Reply (6)
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            • 1980XLS: That should do wonders for margins
              5/26/13
            • Timothy Phillips: This could be an AT&T incentive, with no impact on Apple margins. Either way it points to the new model coming soon.
              5/27/13
              • Timothy Phillips
                $AMZN getting the expected day 3 bounce. I expect the stock to move to $217-$220 over the next 1-2 months with a few bumps along the way.
                4/30/13
                Reply
                  • Timothy Phillips
                    $NFLX trading has been like taking candy from a baby this week - purely technical post earnings
                    4/25/13
                    Reply (5)
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                    • Zeus2012: What about AMZN? Stock had a nice pop today? Going to $300 tomorrow / Monday after analysts upgrade?
                      4/25/13
                    • Timothy Phillips: Zues - I have another stock talk on that today - check it out.
                      4/25/13
                      • Timothy Phillips
                        $AMZN my model expects $15.7B revs, 25.7% GM, $42M OpInc, $0.00 EPS (with no equity investment), -$3.3B FCF No idea what stock will do.
                        4/25/13
                        Reply (22)
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                        • Timothy Phillips: At $275, $AMZN now up 10% for the year already with revised outlook down across the board - and a scary ecomomy and consumer.
                          4/25/13
                        • Timothy Phillips: $AMZN now is worth 53% of Apple
                          4/25/13