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GRJ

GRJ
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  • Apple up 3.7% as markets rally, analysts defend [View news story]
    AAPL up 3.7% as market FUD momentarily subsidies. Expect CNBC, Marketwatch, Colin Gills to resume disinformation campaign shortly.
    Aug 10, 2015. 11:58 PM | 5 Likes Like |Link to Comment
  • Apple: There Won't Be An iPhone 6s Bump [View article]
    From AMZN on, you are on a cold streak Paolo. Lost a lot of money listening to you. Not this time.
    Aug 3, 2015. 03:01 PM | 90 Likes Like |Link to Comment
  • Is Apple Music The Next Maps? [View article]
    Im not sad at all. Just prefer real money in the bank and a cheap PE over personality cults with no earnings, no transparency and sketchy metrics.
    Jul 27, 2015. 04:26 PM | 2 Likes Like |Link to Comment
  • Is Apple Music The Next Maps? [View article]
    Strange way to die, capturing 90% of smartphone profits.
    Jul 27, 2015. 11:30 AM | 12 Likes Like |Link to Comment
  • Is Apple Music The Next Maps? [View article]
    I guess 39% yoy revs and $200b in the bank for AAPL is meaningless. AMZN retail revs don't matter, no pricing power. Only make $ on server farms.
    Jul 27, 2015. 11:27 AM | 2 Likes Like |Link to Comment
  • Is Apple Music The Next Maps? [View article]
    Instead of micro-disecting AAPL, maybe these geniuses could figure out that the emperors NFLX and AMZN have no clothes.
    Jul 27, 2015. 10:43 AM | 14 Likes Like |Link to Comment
  • Apple poised to bring Apple Pay to the U.K. - Telegraph [View news story]
    Cue the "won't move the needle" crowd
    Jun 6, 2015. 04:52 PM | 4 Likes Like |Link to Comment
  • Reports: Apple cancels plans to unveil new Apple TV at WWDC [View news story]
    Uh oh. The troll Colin Gillis will fail to be impressed by the WWDC now. It will lead him to downgrade to sell with CNBC giving him an ample soapbox to spew........oooooooooh
    Jun 3, 2015. 06:15 PM | 12 Likes Like |Link to Comment
  • Apple: May Has Come And Gone And No $140; Where We Stand [View article]
    Thanks for irrelevant insult. I am a long term owner of the stock but I don't subscribe to "pick a number" short-term predictions because I realize that AAPL stock price is tempered by options activity. You can cheerlead and scream $240 all you want but you have to account for all the forces at work. The author dismisses a key one, making his predictions useless.
    Jun 3, 2015. 12:09 PM | Likes Like |Link to Comment
  • Apple: May Has Come And Gone And No $140; Where We Stand [View article]
    You really don't get it do you? Weekly options activity is completely correlative to stock price and volume. Supply and demand for the stock is greatly affected by the weekly options market positioning as market makers hedge every option sale with the purchase of stock (in the case of call sales) or sale of stock (in the case of puts). These activities then unwind at the end of each week. With hundreds of thousands calls bought and sold each week, do the math and tell me that it has no impact on the stock price.
    Jun 2, 2015. 10:38 AM | Likes Like |Link to Comment
  • Apple: May Has Come And Gone And No $140; Where We Stand [View article]
    Arrogance is ok pal. It doesn't matter if you "dont care", options dictate this stock's st movement. As a result, you will simply always be wrong with your near-term predictions and your articles will continue to reveal the amateur you are.
    May 31, 2015. 03:31 PM | 13 Likes Like |Link to Comment
  • Apple: May Has Come And Gone And No $140; Where We Stand [View article]
    I don't understand why you don't factor in the weekly options market that steers, indeed commands, the movement of this stock. Do you not know this?
    May 31, 2015. 12:37 PM | 20 Likes Like |Link to Comment
  • Apple The Lead Beneficiary Of The Multibillion-Dollar Mobile Games Industry [View article]
    Brutish WS traders don't care about this. The AAPL game is selling weekly calls for income week after week. Upside, cash, innovation doesn't matter- stock price will always be held back from where it should be b/c its dominated by short-term interests.
    May 29, 2015. 01:09 PM | 6 Likes Like |Link to Comment
  • Here's Why Apple Is Weak Since Earnings [View article]
    Its options overhang Paolo. Nothing more. AAPL is a stock that is undone by weekly call writers and buyers and there were tons of bullish calls bought before earnings representing billions for options market makers. Under such conditions, the stock stalls out or declines.
    May 7, 2015. 04:28 PM | 8 Likes Like |Link to Comment
  • Why Netflix's Insane Valuation Actually Makes Sense [View article]
    No ones talking about:

    1. Enormous off-balance sheet content liabilities.
    2. The overall lack of current A level content, too much junk in the catalogue.
    3. Incentives for international subscribers and likely epic churn once those end.
    4. Risk of original content. These guys have to bat 1.000 because they don't have that much spare cash for content. Ask the broadcast and cable networks how easy that is.
    Apr 20, 2015. 04:46 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
271 Comments
1,354 Likes