Intel Is A Solid Pick Worth Over $35 [View article]
Poor mobile presense and a solid PC presnece in a slowing PC and server market does not bode well for INTC. I would much rather own quallcomm and armh than this.
David Einhorn, who giveth new life (General Motors) and taketh away (Green Mountain Coffee Roasters), now has Chipotle (CMG -6.5%) in his sights. His short thesis on the "nosebleed" valuation name focuses on Taco Bell and its updated Cantina Bell menu - despite previous reports tipping off that the effect has been minimal. Naturally, shares of Chipotle are diving off the Einhorn takedown. [View news story]
Well market said 'dont care' to his GMCR thesis. He was once right but the stock is too cheap to be short at this point. CMG is really sky high valuation at 38 times earnings but a good long term play if we can get it at like 25 multiple
Press invitations for an iPad Mini (AAPL) event will be sent out on Oct. 10, according to a "major Apple investor" speaking to CNNMoney and claiming he heard the news from "multiple sources." AllThingsD reported in August that the Mini would be launched in October. The device is expected to sport a 7.85" display, and be thinner than the regular iPad thanks to its use of new touchscreen tech. [View news story]
32 mn Ipads (Mini+Ipad 2 + Ipad new) for Christmas quarter. Game, Set, Match Apple
What's Happened To Apple's Quality Control? [View article]
That shorting should have worked great for you for the last 4 years with Apple. On what basis are you calling for 100. They have 120 bucks a share in cash with no debt.
More from Research In Motion's (RIMM) FQ2 call: Thorsten Heins claims mid-tier BlackBerry 10 devices will arrive by next fall, and low-end "concept designs" could appear at some point next year. That could be too late, given Android's low-end march. BlackBerry 7 will be supported "for quite some time," particularly on the low-end. Heins adds RIM has met with CEOs from several companies about partnerships and BB10 licensing, but provides few details. (more) (live blog) [View news story]
BB10 has been in the works for so long. I dont know what the market is cheering this dog for.
BTU: 3 Options Strategies To Maximize Return [View article]
All 3 strategies employ margins which locks up funds. I like the conservative strategy but with a spin that I would actually do a spread trade. Sell 18 puts and buy 15 puts. This way the margins are lower with lower returns which is better than a massive downside
Cramer's Lightning Round - I Want You To Be Big In Wells Fargo (9/18/12) [View article]
I would not buy bank with 30% exposure to mortgages with rates going down all the time. The spread between 30 year treasury and 30 yr fixed is at an all time high even though the yield on 30 yr treasury has consistently been going down. This means Wellsfargo is not passing the savings it makes on low yields to customers. This might sound like a good thing but the fact of the matter remains that other competitors would step up pushing the 30 yr fixed yields down and this means lower Net Interest Margin for Wells in the long run.
I honestly dont believe Apple haters are stupid. I just think that they are jealous that they have missed the boat and would like to loadup at a massive pull back.
Republican House Speaker John Boehner says he’s not sure Congress and President Obama can reach a deal to avoid the fiscal cliff. “I’m not confident at all,” Boehner quips. It may just be electioneering by the Republicans to keep the heat on the President going into October, but it's risky banter with a resolution already priced into the markets - like we have right now. [View news story]
When the poop hits the fan, elections would have already been over. That is the reason neither party gives a damn as fiscal cliff is right after elections
Intel Is A Solid Pick Worth Over $35 [View article]
David Einhorn, who giveth new life (General Motors) and taketh away (Green Mountain Coffee Roasters), now has Chipotle (CMG -6.5%) in his sights. His short thesis on the "nosebleed" valuation name focuses on Taco Bell and its updated Cantina Bell menu - despite previous reports tipping off that the effect has been minimal. Naturally, shares of Chipotle are diving off the Einhorn takedown. [View news story]
Bank Of America: Value Play [View article]
Press invitations for an iPad Mini (AAPL) event will be sent out on Oct. 10, according to a "major Apple investor" speaking to CNNMoney and claiming he heard the news from "multiple sources." AllThingsD reported in August that the Mini would be launched in October. The device is expected to sport a 7.85" display, and be thinner than the regular iPad thanks to its use of new touchscreen tech. [View news story]
EOG Resources Set To Jump On Latest Move [View article]
What's Happened To Apple's Quality Control? [View article]
Research In Motion (RIMM): FQ2 EPS of -$0.27 beats by $0.19. Revenue of $2.87B (-31% Y/Y) beats by $370M. 7.4M BlackBerry shipments, 130K PlayBooks. Shares +14% AH. (PR) [View news story]
More from Research In Motion's (RIMM) FQ2 call: Thorsten Heins claims mid-tier BlackBerry 10 devices will arrive by next fall, and low-end "concept designs" could appear at some point next year. That could be too late, given Android's low-end march. BlackBerry 7 will be supported "for quite some time," particularly on the low-end. Heins adds RIM has met with CEOs from several companies about partnerships and BB10 licensing, but provides few details. (more) (live blog) [View news story]
What Stopped Apple From Selling More Than 5 Million iPhones [View article]
The Bull Case For Coinstar And How To Play It [View article]
BTU: 3 Options Strategies To Maximize Return [View article]
Cramer's Lightning Round - I Want You To Be Big In Wells Fargo (9/18/12) [View article]
3 Signs Apple Is Topping [View article]
Sell Apple And Run Away? [View article]
Republican House Speaker John Boehner says he’s not sure Congress and President Obama can reach a deal to avoid the fiscal cliff. “I’m not confident at all,” Boehner quips. It may just be electioneering by the Republicans to keep the heat on the President going into October, but it's risky banter with a resolution already priced into the markets - like we have right now. [View news story]