Seeking Alpha

BTNelson33

BTNelson33
Send Message
View as an RSS Feed
View BTNelson33's Comments BY TICKER:
Latest  |  Highest rated
  • The taxpayer could make a profit of $15.1B on the $182B bailout of AIG (AIG) in 2008, the Congressional watchdog, the Government Accountability Office, estimates. The latest return will come from the Treasury's sale of $5.8B worth of AIG shares for $30.50 each, above its break-even price of $28.72.  [View news story]
    Does anyone know if GE has paid back the Treasury for their portion of the bailout? How much does GM still owe the taxpayer?
    May 9 02:05 PM | 1 Like Like |Link to Comment
  • MAKO Surgical Hooked, But Not Gutted [View article]
    IN discussions with Orthopedic surgeons - they are having to jump through more hoops to gain approval for TKR & THR. Does anyone have data regarding average length of time between Hip or Knee replacement and insurance/government approval? Surgical procedures are down overall and I wouldn't be surprised if this didn;t have to do with ObamaCare?
    May 9 01:59 PM | Likes Like |Link to Comment
  • The Economics Of The iPhone [View article]
    Excellent article. The analyst genius' don't ever discuss the intrinsic value of the Apple ecosystem. You don't get this with Nokia, Samsung or Droid. If you have an issue with your iPhone - go to the Apple store. There is no Nokia/Microsoft store, Samsung Galaxy store or Google/Droid store. As long as Apple keeps innovating - they give the carriers many business opportunities to expand services. Most of this would not exist without Apple. Do you remember AT&T before iPhone? This company was on the outs with customers and investors.
    May 9 01:34 PM | Likes Like |Link to Comment
  • A Bad 3 Weeks For Apple [View article]
    Investors selling on Apple pull-backs have been losers. With the line up of new innovative products coming in 2012 - it would be a mistake to sell Apple right now.
    May 1 03:31 PM | 15 Likes Like |Link to Comment
  • Comparing Apple Earnings Trades After The Fact [View article]
    I'd like to see how the call options performed? Now that the huge implied volatility is gone - if one holds ATM or ITM call options, how long does it take for IV to come back and increase the call premium? Couple of days or a couple of weeks?
    Apr 25 11:04 AM | 5 Likes Like |Link to Comment
  • Apple Likely To Miss Earnings Estimates [View article]
    Nice call. Wish you were short! You should apply for a job on CNBC.
    Apr 24 09:13 PM | 1 Like Like |Link to Comment
  • 28 Big Reasons Apple Will Fall [View article]
    How large was your Apple put position? Oh, you didn't have one. I thought so. And if you did, how much did you lose?

    This article is a joke. S-A has fallen to a new low.
    Apr 24 12:11 PM | 6 Likes Like |Link to Comment
  • Is Amazon Crushing The Competition? [View article]
    Amazon must figure out ways to increase profitability; less than 1% margins will make it extremely tough to satisfy investors and the street.
    Apr 24 11:08 AM | Likes Like |Link to Comment
  • Apple: The Pullback Might Be Worse Next Week [View article]
    You may not have the chance. In January the stock "gapped" up 27 points from the close to the next day's opening. The stock closed at 420 and opened at 447. It reached 461 in after hours trading. Did you catch the implied volatility of Google this week. It ran up 16.5 points pre-earnings and dropped 25 points on Friday. Google is only the warm up band for Apple. Be careful whatever you do around this earnings. Get your popcorn ready! I was all in back in January. Can you imagine what would have been said about Tim Cooke in January if Apple came up short? His reputation is still a little in question ...
    Apr 14 10:47 AM | 3 Likes Like |Link to Comment
  • Apple: The Pullback Might Be Worse Next Week [View article]
    Losers!
    Apr 14 10:40 AM | 1 Like Like |Link to Comment
  • Apple: The Pullback Might Be Worse Next Week [View article]
    I think the author thinks $545 is because that's where the BAT's flash crash occurred? This is the "nervousness" of a 200 point rise in the stock since the last earnings report back in January. I can't even imagine what the implied volatility will be in Apple options from 3:00-4:00 pm? There are many positive events for Apple in 2Q: iPhone 4S launch in China, iPad 3 launch, announcement of a dividend, opening Apple shares up to growth + income mutual funds, ETF's and the coming launch of iPhone 5. Get your popcorn ready the afternoon and evening of 4/24!
    Apr 14 10:39 AM | 6 Likes Like |Link to Comment
  • How Will Apple's Earnings Report Compare To The First Fiscal Quarter? [View article]
    I'm not concerned with Apple's projections - I'm more concerned with the "street" raising earnings expectations. The more Apple shares increase pre-earnings - the more Apple's 2Q is being priced for perfection. I realize that Apple depends largely on iPhone sales and have no doubt they will be great (China). I'm a little concerned with Intel being late with their release of Ivy Bridge. This is delaying the Mac refresh. This may be more an issue for 3Q. I want to be heavily invested for the iPhone 5 launch. This will be HUUUUGGGGE!
    Apr 11 09:19 AM | Likes Like |Link to Comment
  • Why Amazon Shareholders Will Not Realize Apple-Like Returns [View article]
    This an excellent review of two popular tech companies. I have difficulty with Amazon's PE being around 140. Amazon continues to innovate and that is good. But there are many headwinds slowly working against it: sales tax, delivery costs, expansion costs, and most importantly, profit margin's below 1%. Apple generates profit margins around 40% and Wal-Mart around 3.75% during major expansion. So why isn't Amazon priced more like a retail stock versus tech? Amazon continues to miss earnings expectations and will likely do it again. I shorted Amazon at 204 and am pleased with the results.
    Apr 11 08:36 AM | Likes Like |Link to Comment
  • Apple: Be Careful What You Wish For [View article]
    I applaud the author for owning up to his excellent call on buying Apple Leaps and his shortcomings for his "short" position. How many "shorts" have been run over? I firmly agree on the idea that the higher Apple share rise pre-earnings, the higher the "perfection" bar is set for April 24th. Be careful - whatever you do. What about the idea of a protective OTM Apple Put - for long term Apple shareholders? The closer to $650 per share, the more I'd like protection for a 10-15% pull back. Think Apple moving back 60-70 points will capture the markets attention?
    Apr 9 09:08 AM | Likes Like |Link to Comment
  • Has Apple Become A Speculative Stock? [View article]
    Based on holding the common stock and also trading call options the past two years - investors must evaluate Apple on it's ability to innovate, launch new products to create new revenue streams and increase market single digit market share in China and other emerging markets. I'm done with listening to so called "expert" analysts and doubters who are wrong time and time again. How many times must they be run over? Maybe we should invest in RIM or Amazon or Microsoft or Sony - the list goes on. The fact that Apple trades over $600 per share is the major reason the options market is so active. It's the only reasonable chance for an individual investor to gain leverage.
    Apr 2 10:25 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
85 Comments
165 Likes