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catbird

catbird
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  • Why Apple Will Continue To Climb [View article]
    I'm a new Apple owner, a forced one, when AAPL slid below the put strike price, 530, and more below break-even point,490, adjusting for the 40 point initiating premium. Sure, I thought of covering on the way down from the shock effect of panic sellers. Luck plays a part in this. Talk about no-brainers, Mike S., I wasn't brain dead.

    I believe the AAPL story, so I sold leap puts at 420,410,400, but the sweetest one was March 450. Enjoying the rebound. Ca-ching!
    Feb 11 08:18 PM | 1 Like Like |Link to Comment
  • Apple's (AAPL +3.4%) sell-side fans are beginning to insist the company needs a bigger iPhone. Barclays' Ben Reitzes sees the market for smartphones with 5"+ displays growing to 230M units in 2015 from 27M in 2012, and thinks a large iPhone could boost ASPs by ~5% and 2014 EPS by $7. Sterne Agee's Shaw Wu offers a similar take. "We believe AAPL is leaving money on the table by not participating in larger touchscreen form factors." Wu adds he's seeing evidence of a strategy change in supplier checks. (Blodget) (Wozniak[View news story]
    Shorts are such whiners.

    Hey Shorts, if you think you can do it better, start your own company in your garage like Steve Jobs did.
    Feb 5 01:45 PM | 6 Likes Like |Link to Comment
  • MIA: Apple Investors [View article]
    What garbage. Today's bounce should continue after weak holders exited AAPL with over 10% of the float traded by the end of last week.

    Yes, we mourn Steve Jobs. He recognized and encouraged innovative talent. AAPL and its $137B will eat your shorts. (Sorry about the pun).

    Funny isn't it that SA authors who don't have the skills to get an IT innovative job at AAPL are criticizing the company's performance. Suffering breakdowns by vendors due to natural disasters, AAPL made up the production shortfall by obtaining other source vendors. Then this was a 13 week quarter, and was mismatched against the 14 week quarter in the prior year. No mentions by the author. Enough said.
    Jan 29 12:45 AM | Likes Like |Link to Comment
  • Plans for a covered-call Gold ETN are unveiled by Credit Suisse just days after the bank sold its European ETF business to iShares. The fund will hold GLD and try to boost returns - and provide downside protection - by selling "out of the money" calls against it. The launch could come as soon as this month. [View news story]
    I've been selling out of the money GLD covered calls as market prices rise, and selling deep out of the money puts as prices fall. Happily, so far so good.
    Jan 17 12:52 PM | 2 Likes Like |Link to Comment
  • Is Apple Really A 'Buy'? [View article]
    We lament Steve Jobs personal tragedy. By his mentoring, striving for perfection at Apple, he lives on. His ideas gave birth to devices that existed for decades in Dick Tracy cartoon strips. He turned fiction into reality. We live in global markets and everyone looks to Apple to be the leader in introducing new products.
    Jan 13 05:05 PM | 1 Like Like |Link to Comment
  • Roughly 70% of those surveyed by Institutional Investor expect higher stocks in the wake of a Romney victory, with half of those predicting a substantial rally. With an Obama victory, about three quarters expect anything from no move to a big sell-off. SPY +66% since 1/20/2009. [View news story]
    If you have been one of the "closed door Romney donors", you'll do very well should Romney win.

    Investors in the stock market are up in the Obama years, just as they were under Clinton. Nate Silver's 538 website today projects 299 electoral votes for Obama. O is winning Ohio. Besides, he gets high marks in a crisis like Sandy. He performs presidentially. NJ Governor Christie will attest to that.
    Oct 31 12:48 PM | 2 Likes Like |Link to Comment
  • What If Stocks Decline? [View article]
    Then again, it looks like rain tomorrow, a bad hair day.
    Aug 19 02:47 PM | 1 Like Like |Link to Comment
  • The World's 10 Most Influential and Innovative Companies [View article]
    Kudos for MONSANTO. Its research developing new hybrid seeds continues to save the world from food shortages and famines. Many successes. Seeds resistant from drought conditions. How important this is with less fresh water and adverse climate changes. Disease resistant. Increased yield. The list goes on.
    Dec 26 10:56 AM | Likes Like |Link to Comment
  • Ten Reasons to Hate Mortgage Modifications [View article]
    Okay...Now let's see the other side...How about doing a "Top Ten" David Letterman list "Why We Love Mortgage Modifications" ending with #1 "To Correct Predatory Loan Clauses".
    Nov 25 01:53 PM | Likes Like |Link to Comment
  • Dow Price Targets from Last November [View article]
    Pretty sobering!
    Aug 25 12:03 PM | Likes Like |Link to Comment
  • Does Icahn's Involvement Affect Share Price in the Long Run? [View article]
    The key to biotechs like Biogen is to develope and have a pipeline for new blockbuster drugs. When Biogen had to take Tysabri off the market after three deaths, management sensitively steered the right course and convinced regulators to let it be reintroduced with strict warnings and monitoring. With the support of users who had been benefiting from "T" and suffered because of its withdrawal, Biogen has regained most of the drop in stock price in recent days. Icahn has been a blessing in drawing attention to the stock, and a curse by interfering with mngmt by pushing them to put the company up for sale much as he unsuccessfully did with Yahoo. Biotech companies exist and thrive because of their trade secrets, patents, and research genius ideas.

    The company obliged Icahn in inviting bids, but no pharmaceutical or biotech stepped up to pay the premium for a buyout.

    Now the higher earnings and prospects just announced are rewarded by a nice bump up.

    If Icahn's involved in BIIB had a big part in the stock move since he first announced, I'll say, "Thanks, Carl" even though I'm not on a first name basis with him.
    Jul 27 11:04 AM | Likes Like |Link to Comment
  • Barron's Banks on $100 Oil [View article]
    Speculative energy futures trading is said to be 71% of trades and has been feeding upward price levels. This speculative fever can be controlled by having margins for energy and other commodities raised to 100%, both in the U.S. and foreign exchanges. Without cooperation elsewhere, domestic traders would go to other global exchanges.
    Jun 24 08:11 PM | Likes Like |Link to Comment
  • Desperate Homebuilders Bringing Back Bubble-Era Financing - Housing Tracker [View article]
    What about the "f" word? Foreclosure, of course. Are they blind and deaf to all the "f" chatter?
    Jun 3 10:15 PM | Likes Like |Link to Comment
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