TraderMark

Apple Has a Genuine Green Shoot

User,

Not everyone is an apple investor or reads the WSJ who reads this article. Was just making a point that some little hives of activity are actually out there and are positive... we need more.


On Nov 13 09:19 AM User 401295 wrote:

> this just summary of the story from wall street journal yesterday.
> no new insight.

Not Everyone in China Wants to Buy an iPhone

iPhone Arbitrage


On Nov 04 09:13 AM John Galt wrote:

> You could buy iphones in America, unlock them, and then sell them
> for more money in Europe, Asia, Russia etc. People are already doing
> this...

Good News from the Semis

all are broad players
probably a miscue on my part - I type countless things a day ;)

I added small stakes of TQNT and RFMD this morning and will be adding on dips, hopefully of the 10-20% variety!

So I own all 3, only missing ANAD.


On Jul 24 09:08 AM bike 05673 wrote:

> I do not understand how you say SWKS has broader exposure than TQNT.
> In my judgement TQNT seems to sell into a broader market than SWKS.
> Could you please explain this.

Apple Upgrade Not Groundbreaking

yes that is true. I have no idea what top tier is even saying.


On May 27 09:34 AM AlD wrote:

> top_tier - I believe the title of this article was referring to the
> Morgan Stanley upgrade, not the rumored features of the upcoming
> iPhone refresh.

Where's the Tech?

Yep, Apple is infamous for underpromise over deliver. They are the king of the lowball guidance. After such a run maybe a pullback but many stocks now are just captured by the market overall - on good days, everything is run up and vice versa.

On Apr 22 11:35 AM winindthedust wrote:

> You may be able to get a shot at Apple tomorrow. Historically, there
> is a sell off after Apple earnings, no matter how good it is. Tonight's
> earnings call is known to be very good... so if you plan on buying
> Apple, tomorrow EARLY would be good. However, to play it safe, get
> in NOW. Like you said, drops will be very short in nature. We will
> see a steady rise to June, August, and also December. Apple stock
> will NOT take a major dip again this year, until perhaps after January
> of 2010. You'll see a 15%-30% upside from todays price to June,
> and a 30%-50% upside by December. If you want to build a steady
> Apple position, buy on the dips and hold until January 1. We will
> see a repeat of 2007.

Where's the Tech?

I've been long PWRD in the past and I like it as well.


On Apr 22 09:06 AM kagame wrote:

> Might check out PWRD as it is cheaper than SNDA. SNDA just had a
> huge move and historically experiences massive price volatility after
> big moves. Also, there was no actual earnings data that caused Shanda's
> recent runup, it was all due to speculation they may have a hit game
> on their hands. Possibly either hype or a case of buy on the rumor
> and sell on the news.

Where's the Tech?

yes, thanks - that is incorrect

On Apr 21 08:06 PM Roger Knights wrote:

> Typo?:
> "They've gone a long way in a long time and I hate chasing;"
>
> Shouldn't that be, "... in a short time ..."?

Leaving Google in No Man's Land

You should check out my top 10 holdings and compare them to Google's 3% return today

for the other comment - buying above $500 is a technical breakout - thats why... it doesnt make sense for those who dont use TA.

Consumers Will Continue to Buy Apple's Fashionable Gadgets

Eric H,

Simply enough the stock is below both major moving average, 50 day and 200 day. In fact the 50 day crossed below the 200 day mid March which is another negative trend. But 50 day is about $140 and falling daily and 200 day is $144

It sounds counterintuitive to newer investors but a lot of technical traders like to buy stocks at higher prices once the momentum is back. Bargain hunters prefer to buy lower. Most technical traders will latch onto Apple once it breaks free of both those 2 trading resistance areas. Hence why I said mid $140s.

You can buy now (or lower) but your timeline to hold will be longer. So you can buy cheaper but for all we know Apple sits in this range area for 1 more day, 1 more week, 1 more month, or 1 more quarter. Etc. So it is simply a strategy to buy on a "breakout" - you pay more but you should have a quick return at that point.

Either way I like Apple for the long run - and agree with some of the comments above re: Conversion. Also there will be a consumer spending retrechment in this country but its all relative. Spending is not going to zero and I also am a big proponent of the cache factor. People just dont realize what a benefit it is; when I was growing up people were paying $120 for Nikes when Adidas were available for 25% of the cost, just as good of a shoe. Here one could make the technical arguement Apple is superior but even if it weren't they have created a brand that people are willing to pay more for. That is invaluable, and its global and its the type of cache that very few companies have. Sony used to be one 2 decades ago.

Again, not IMMUNE to consumer spending crunch I believe is happening and will continue to worsen but its a relative commentary. HP, as fine of a company as it is (or Dell or Lenovo), has no real cache among teens/20s, etc. And those people set the trends.

12 Stocks to Buy on a Pullback

And the title of the post is? :)

Think Tech is a Safe Haven? Think Again

Thomas, I am long Apple (AAPL)

13 Predictions for 2008

Remember, its called Outlier Predictions. As of today I'd like to rescind Hillary, Obama is gonna win in a rout after winning NH and then SC. As for the GOP who is doing well? The 1 guy who is actually talking about economics.

But if there is a major terrorist attack on US soil in summer, people will flee to experience. And "hope" of Obama will be an afterthought. Both parties are ineffective, the things you listed could apply to both parties - they are too busy fighting to do anything for the American people. That is why the two people who actually seem willing to work across the aisle are attracting attention.

13 Predictions for 2008

optionbob, I posted my predictions on the blog Dec 31st
Seeking Alpha usually has some delay before they bring things over from the blog to SA.

www.fundmymutualfund.c...

In retrospect we had a lot of almost identical predictions which is interesting :)

13 Predictions for 2008

TD, Bush is working on that - perhaps his last shock and awe action as exits stage right? After all Iran has WMDs! ;) We already have 2 wars going on, can we do a trifecta?

13 Predictions for 2008

If Washington remains gridlocked and unable to do anything, I think within 3-4 election cycles an independent might emerge. But the system is so stacked against a 3rd party candidate it will take a serious economic upheaval in this country. My personal anecdotal review is the 10% extreme right and 10% extreme left have the most passion and thus control the system. They are happy to fight with each other and instead of getting anything done - they are happy to just fight. THe other 80% of us are in the middle and sick of it all. Hence a "centrist" candidate would be the independent. Unfortunately being centrist doesn't incinte the same passion as being extreme liberal or conservative but if the country continues down the path the next 10 years and living standards continue to slowly erode under global wage equalization, and inflation this too shall pass. We have a lot of major issues that never get taken care of because people are too busy fighting. It is 3rd grade human behavior and quite frankly I think most Americans are just sick of it and have checked out of the system. Hence the rise of Ron Paul. People are stick of picking the lesser of 2 evils. Again, might take some iterations, and another decade or so, but if things don't change it seems more possible by the year despite all the roadblocks put up by the 2 entrenches powers.