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pocohonta

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  • 'Dumping Apple Makes Sense For Immediate Growth' - Or Does It? [View article]
    You wrote that you used to day trade and said you got wiped out pre-market the next day.... A day trader always close out his/her position by the market close just so they can start fresh the next day. At least the "disciplined" day trader do that.
    Jun 30, 2015. 11:56 PM | Likes Like |Link to Comment
  • Here's Why I'm Buying Microsoft And Selling Apple [View article]
    To do a pair trade you need to have a history of (negative) correlation and a an expectation that this correlation will continue. MSFT and AAPL does not correlate. The Win10 and Apple OS release dates aren't even on the same time frame. So it is hard for me to agree with the author.
    Jun 22, 2015. 12:21 AM | 1 Like Like |Link to Comment
  • Apple WWDC Vs. Google I/O 2015 [View article]
    Good article Alex. Insightful perspective when you compared the two competing conferences. If Android continues to dwindle and energy behind it fades, it will not bode well for Google or its OEM partners.

    Apple also has partnerships with Google's search so if they break up that partnership, then it will be damaging to Google but Apple is already looking into its own search engine options that's a lot different from traditional search engine (location specific and aware of proximity, iHome, and iCar integrated, etc)

    Lastly, there's a Pacific Crest report about how Google is dishing out restricted shares to its employees like parents giving out candy on Halloween, and although the dilution wont impact Google in the next few quarters, it will eventually come back and bite hard.
    Jun 16, 2015. 02:10 PM | Likes Like |Link to Comment
  • Apple: May Has Come And Gone And No $140; Where We Stand [View article]
    If I were to play volatility based on WWDC event, then I'd sell, not buy the June combination that you are considering. Let one or both expire or at least deflate premium. Also, look at previous years to see if the stock consistently move based on WDCC.
    Jun 1, 2015. 02:33 AM | Likes Like |Link to Comment
  • Apple To $140: Making Higher Highs And Higher Lows; Funds Desperately Want Back In [View article]
    With two hours left before market close on 5/29/15, I predict AAPLE will pin at a round number, say $131 (+/- 0.10) due to option related activities. (it's 130.78 now)
    May 29, 2015. 02:05 PM | Likes Like |Link to Comment
  • Apple To $140: Making Higher Highs And Higher Lows; Funds Desperately Want Back In [View article]
    I'm Waiting for the breakout above 134 this week but not pinning any hope that it will touch $140 as author predicts. I'm gonna write 140 weekly a calls against my long dated calls when it pops above 135 or so. It's under 133 now so still have to work its way up. The news about Jon Ivy becoming chief design officer may be a positive.
    May 26, 2015. 12:02 AM | Likes Like |Link to Comment
  • A Critique Of Carl Icahn's Apple Fair Value Revaluation To $240 Per Share [View article]
    I've seen Carl Icahn's appearance at CNBC interviews. My personal take from his body language and demeaner is that I would NOT trust him as he does not come across as genuine. Also, trumpeting his own investment in Apple is obviously conflict of interest. But, as we've seen, when a respected hedge fund guru like him speaks or tweets, people listen and the stock goes up as result.

    So far, he's been helping to prop up Apple stock price, so THANKS Mr. Icahn, but I'll be very wary when he decides to dump his Apple shares.
    May 19, 2015. 02:30 PM | 2 Likes Like |Link to Comment
  • Looking For Bonds? Think Twice About These Apples [View article]
    Bought Apple bonds below par few months ago and it now trades at par for a gain if I sell. Back then interest rate was also low and everyone fear the "imminent" rate rise.
    May 10, 2015. 03:56 PM | Likes Like |Link to Comment
  • Significant R&D Increase Suggests Apple Is Working On Something Big [View article]
    I'm thinking
    1) solar farm technology to bring electricity to the poor and remote areas first, and they'll soon shake up the traditional utility industry, in a way that current solar-panel industry cannot do, by potentially creating power system for data center and other large consumers of electricity.
    2) using its global cash hoard to create a global financial institution via Apple Pay where currency exchange rate is no longer an issue, but without the nuances of bit-coins.
    3) create additional 'complementary goods' to iPhone other than Watch...
    4) Automated home (security system, refrigerator and coffee maker, HVAC, door lock, etc.) where it knows who you are and where in the house you are at.
    5) not iCar, but the brain of the car via iPhone-centric entertainment/infotain... system. All car manufacctures will have to license it.
    May 7, 2015. 01:18 PM | 1 Like Like |Link to Comment
  • A Big Bite Of The Apple? [View article]
    I'm still stuck on the first paragraph about "investment grade universe". The rest of the article lost me too. Sounds erudite until you try to make sense of it.
    May 4, 2015. 08:05 PM | 3 Likes Like |Link to Comment
  • Apple Watch: What Did Apple Just Roll Out Here? [View article]
    wow, you can run 8 minute mile on a 7 mile practice run? not bad. You are a runner!
    Apr 29, 2015. 03:30 PM | Likes Like |Link to Comment
  • The Drawbacks Of Apple's Cash Hoard Are Starting To Show [View article]
    This article is relevant to investors on two respects:
    1) The news media led us to believe that there is a $200B buy back when in fact it is an expansion of the previously annouced $130B (translation: $70B increase, not $200B)

    2) The issuance of more debt will likely impact existing Apple bond holders, and possibly affect the AA credit rating, and raising the cost of borrowing.

    Thanks to author for bringing up the negatives which most Apple bulls need to hear but don't want to hear.
    Apr 29, 2015. 03:18 PM | 5 Likes Like |Link to Comment
  • Apple: The Good Times Roll On [View article]
    @author: you said on first paragraph: "I remain cautious on the heavy revenue contribution AAPL has on the iPhone (69%), "

    don't you mean you remain cautious "on the heavy revenue iPhone (69%) has on AAPL" ?

    a product contributes revenue to a company. Proof read before publishing : )
    Apr 29, 2015. 02:46 PM | Likes Like |Link to Comment
  • The Case That Apple Is Worth At Least $200 A Share [View article]
    @author: You said "Basic financial theory posits that stocks and bonds are in some equilibrium with each other". I would like to know which financial theory posits this? (not knocking your article, in fact it is well written, but just want to better understand your article, because I'm not aware of such theory.) Thanks.
    Apr 27, 2015. 07:28 PM | 2 Likes Like |Link to Comment
  • Apple: Becoming A Semiconductor Powerhouse [View article]
    Apple is NOT a semiconductor maker. They subcontract the chip making to TSMC, Samsung, and others using their modified ARM design. So, they are a big customer to the 'semiconductor powerhouses'.
    Mar 31, 2015. 01:53 PM | 1 Like Like |Link to Comment
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