Seeking Alpha


Send Message
View as an RSS Feed
View GRJ's Comments BY TICKER:
Latest  |  Highest rated
  • Apple: Why So Bearish? [View article]
    Enjoy your articles Bill but you never seem to ascribe AAPL stock movements to options, as it most certainly was the culprit last week. For most hard to explain movements in this stock, option open interest acts like "dark matter" pushing it in directions that challenges logic. Notes from minor analysts are just that but MMs trying not to lose on 150,000 open 110 call option contracts (15 m share equivalent) is a serious incentive.
    Jan 19, 2015. 09:41 AM | 7 Likes Like |Link to Comment
  • Apple Investors Should Think Twice About 2015 [View article]
    Ok. I read the article and gave my investment a second thought. Not even slightly convinced of what you're selling. Sell facts, not guesses.
    Jan 6, 2015. 01:44 PM | 7 Likes Like |Link to Comment
  • Poll: Only 5.4% of U.S. iPhone owners "very likely" to buy Apple Watch [View news story]
    Fred Wilson huh. Check the record. His AAPL pronouncements have been consistently, spectacularly wrong. He should stick to fleecing start-up entrepreneurs.
    Jan 3, 2015. 11:05 AM | 3 Likes Like |Link to Comment
  • Apple Short Interest Hits Multi-Year Low [View article]
    Oy. A "gap fill" prophecy followed by a bet. More evidence that TA traders are nothing more than gamblers. Ever heard of investment?
    Nov 25, 2014. 05:42 PM | 16 Likes Like |Link to Comment
  • Apple Approaches Price Target Too Quickly [View article]
    Exactly right. When you misuse LoLNs, it makes me believe you don't have a clue about anything you are writing. Fail.
    Nov 18, 2014. 12:00 PM | 6 Likes Like |Link to Comment
  • Apple Pay Hoopla Shows We Have Hit Peak Apple [View article]
    1. Apple Pay has just begun- maybe overhyped, maybe not. Way too early to tell.

    2. I have read you for a long time Dana and I'm shocked you fall for the market share red herring- that's dopey Michael Blair territory. If you want to talk market share, let's talk market share of profits in the smart phone business- 70% and counting and growing based upon the wild success of the 6c.

    This is lazy stuff. Go back to giving us some insight.
    Oct 21, 2014. 10:31 PM | 1 Like Like |Link to Comment
  • Apple, GT reach deal to shutter sapphire plant, sell furnaces [View news story]
    GTAT= Incompetent. Eagerly awaiting shareholder lawsuits.
    Oct 21, 2014. 07:46 PM | 2 Likes Like |Link to Comment
  • Why Is Apple Undervalued? [View article]
    "sounds plausible, but the underlying drives the derivative, not the other way around." With AAPL, you need to put away the textbook. There are so many options written against it on a weekly basis that the tail wags the dog. I trade under that assumption and its probably 85% reliable.
    Oct 14, 2014. 07:38 PM | 3 Likes Like |Link to Comment
  • Why Is Apple Undervalued? [View article]
    Nothing to do with anything as elaborately psychological as per above. Its all about the weekly habit of share owners selling call premium to market makers coupled with the unwind of such trades every Thursday and Friday. The owners of the stock- hedges and institutions- have a vested interest in favoring this weekly cash machine over capital gains. Then throw in the quarterly dividend. Its a sure recipe for price stagnation. End of story.
    Oct 14, 2014. 04:14 PM | 6 Likes Like |Link to Comment
  • Apple: Will Encouraging Initial iPhone 6 Sales Last? [View article]
    Nice meme. If you say it over and over, it still won't be true.
    Oct 7, 2014. 09:36 PM | 1 Like Like |Link to Comment
  • Apple: Will Encouraging Initial iPhone 6 Sales Last? [View article]
    Nothing has me discount the validity of an article or the intelligence of author more than the misuse and lack of understanding of the LoLN. It has a very specific meaning that has nothing to do with market cap. Just stop doing it!!
    Oct 7, 2014. 09:34 PM | 1 Like Like |Link to Comment
  • Apple's Best Interests Re: GT Advanced Technologies [View article]
    Having managed a DIP for the courts earlier in my career, I believe you are spot on with all your points and logic. Thanks.
    Oct 7, 2014. 09:03 AM | 10 Likes Like |Link to Comment
  • If The Apple Watch Fails, Does Tim Cook Get Fired? [View article]
    Come on Rocco.... a "what if" article? Give us a break.
    Oct 6, 2014. 08:55 AM | 2 Likes Like |Link to Comment
  • Report: Chinese iPhone 6/6Plus registrations top 4M [View news story]
    Expect FUD about AAPL every day between now and Oct monthly expiration
    Oct 3, 2014. 12:19 PM | 6 Likes Like |Link to Comment
  • Report: Chinese iPhone 6/6Plus registrations top 4M [View news story]
    Make no mistake. This is a serious game. These are analysts tied to huge market makers in the stock with enormous options overhangs for the rest of the year and particularly October. They are throwing cold water on the stock to save their trading desks from 100s millions in losses.
    Oct 3, 2014. 12:16 PM | 13 Likes Like |Link to Comment