Seeking Alpha
  • det9
    $AAPL lost all the gains. It was 530 in premarket. Becoming a norm and a pain for me. Underwater quite a bit.
    1/10/13
    Reply (39)
    • Bret Kenwell: worst part is, iPhone sales could be down a lot from supply issues -- not demand -- and the stock will sell-off very hard. conf call vital.
      1/10/13
    • det9: Being patient for now.
      1/10/13
    • MAdeelA: It could get ugly if there is a miss and guidance is so-so. China Mobile deal needs to come through before earnings for positive guidance.
      1/10/13
    • Bret Kenwell: Yeah, we'll see. It'll be interesting. I'll definitely grab some shares below $500.
      1/10/13
    • det9: i have a lot. Averaging from 640. Not fun.
      1/10/13
    • Bret Kenwell: You probably don't share the same vision as my last comment haha. Sorry det
      1/10/13
    • Perkins Cove: Yo det9....I find "underwater" to be suffocating, and avoid it like the plague. We are not all like OM......God Bless His Soul.....grin
      1/10/13
    • Perkins Cove: $AAPL...det9, if you would tell us your cost basis we could root for you......grin
      1/10/13
    • danzada: Even with a miss AAPL is still a bargain over the long term. Other tech stocks are at infinite P/Es, AAPL is in the 11s + cash - irrational.
      1/10/13
    • dartboardinvesting: 12.5 to 13 million iPhone sales between T and VZ so far based on their statements this week. If % of all sales is same as Q1 2012 = 40m.
      1/10/13
    • dartboardinvesting: That 40m iPhone figure doesn't include China + other international markets that were launched in Q1 this year vs Q2 last. 45m total not hard
      1/10/13
    • MAdeelA: aren't analysts expecting at least 50m?
      1/10/13
    • det9: My average is 588. So, quite far to go. I am hoping holiday sales would be good and the consensus came down to 13.44 from 15 something
      1/10/13
    • Perkins Cove: And you are in integrity. Go 588.....grin
      1/10/13
    • Perkins Cove: Oh...Perkins Cove also recognizes your integrity. He's busy tending his tulips......wink
      1/10/13
    • det9: $AAPL missed two earnings in a row. And with all the drama around it I am not sure even a beat would be enough. That's what concerns me.
      1/10/13
    • Perkins Cove: Perkins Cove has a Nascar restrictor plate under his carburator (moderation) and can only post in real time in the AM. Cheers bro....
      1/10/13
    • det9: I usually cannot post after 3 pm. I have daily meetings. Have to skip that on $AAPL earnings day.
      1/10/13
    • Perkins Cove: You actually have a job? Like OM?......wishing you the day you can just trade....like I guess you want to. Namasta
      1/10/13
    • det9: Well, not quite ready to leave job yet. May be one day when I am know what I am doing in stock market
      1/10/13
    • Tylerdurden7331: Piper Jaffray cut its share-price estimate to $875 from $900.
      1/10/13
    • det9: Well, as you see above I just want it to reach $588
      1/10/13
    • Perkins Cove: "when you know what your doing". That's the key. And then some one moves the goal posts.....lol. Life is a marathon....not a sprint. Cheers.
      1/10/13
    • Tylerdurden7331: My break even point is at 560-565
      1/10/13
    • Perkins Cove: Bottom line...we root for 588. But next time bro....think about going "underwater". Only the Blue Buddha can survive underwater. Maybe.
      1/10/13
    • dartboardinvesting: Believe consensus is ~47.5m. 28% increase in unit sales YoY in one less week. Covers margin drop from 44.7% to 38% if ASP is similar.
      1/10/13
    • dartboardinvesting: Last Q1 sold "only" 15.4m iPads. Should sell significantly more this Q1 although at lower ASP b/c of Mini. Mac sales flat but higher ASP.
      1/10/13
    • dartboardinvesting: iPad estimates @ 24m. ASP could drop from ~$520 in Q4 to ~$465 or lower because of mini. Last Q1 was $593. 55% unit increase, 22% ASP drop
      1/10/13
    • dartboardinvesting: I expect a beat, but won't matter unless their low-ball guidance shows margin rebound. Cook said he expects margins to improve after this Q
      1/10/13
    • dartboardinvesting: My responses were to MAdeelA ~3 hours ago, but took SA quite a while to post them for me.
      1/10/13
    • Ocean Man: My avg is 557 and I agree it's frustrating when a 2.3% morning gain turns red. Still, it's the only company with people waiting in line for
      1/10/13
    • Ocean Man: every product launch, it has a low PE, and China can still be a big catalyst.
      1/10/13
    • det9: Sometimes going underwater seems to be the only option. My best gains last year are all from averaging down.As long as you have more winners
      1/11/13
    • det9: That is something I learnt from OM. I do not do it for all stocks but if I believe it then I will stick with it. Gain or loss regardless
      1/11/13
    • det9: What I hate is when I put money into something when I am bored and I end up losing. I need to avoid those.Like $SKUL Lost more than 1$/share
      1/11/13
    • Tylerdurden7331: SKUL is a trap. Valuation looks ok. But business is going down hill.
      1/11/13
    • det9: I am not putting any money on it now. But might revisit long or short after I spend some time analyzing it.
      1/11/13
    • Ghosts of Kariela: My average is around 530$ now, I missed the rally up, and the fall down, it's just too cheap now to ignore. I usually stay out of tech tho.
      1/11/13
    • Henry B: Holding Feb 16 $500 calls, my breakeven will be $540 by Feb 16 expiry, hopefully.
      1/11/13
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