andyn

Yahoo vs. Tech Stocks: Sad Snapshot

YHOO is circling the drain. Unless there are some drastic actions like layoffs and/or selling of assets, this company is doomed.
The economy seems to be braking hard and its tough to see any growth for the next 2 years.
Best to be short YHOO and long GOOG on a relative basis.

Apple Credit Spreads: Targeting 500% Return

The idea is right... I think the stock is wrong.
If you compare Apple's PEG ratio of 1.13 with GOOG's PEG ratio of 0.73, you can see why GOOG is more attractively valued right now.
The recent selloff was due to the liquidation of all those esteemed firms on wall st and provides a great entry point into the stock. And with earnings coming up next month, this sucker might pop.
The play would be to buy $470 calls and sell $500 calls.