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GRJ

GRJ
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  • Apple: Already Too Late To The Phablet Market [View article]
    Chill. AAPL will redefine the space in their image. They will release a superior product when its ready.
    Apr 8 11:46 AM | 13 Likes Like |Link to Comment
  • Apple: Different Quarter, Same Prognosis [View article]
    Total nonsense. NFLX has nothing. No premium content- they don't even control "House of Cards" after three years. Huge of-balance sheet liabilities. And about $300/share overpriced. TC too smart to buy this dog.
    Mar 26 10:38 AM | 10 Likes Like |Link to Comment
  • A Clue That Apple Is 'Cooking' Something Up [View article]
    "As someone that isn't as well versed in science as I would like to be, but definitely considers myself on the side of the scientific method"

    Why so apologetic about supporting climate science? This is not a debate. These are facts, there are no "other sides". Deniers are crazy or dishonest or both and don't deserve even a modicum of validation.
    Mar 2 03:48 PM | 1 Like Like |Link to Comment
  • 10 Reasons To Avoid Apple's Shares [View article]
    Stopped reading after Reason #1. Hurt feelings is not an investment thesis.
    Feb 27 11:15 AM | 47 Likes Like |Link to Comment
  • Apple buys app testing platform developer Burstly [View news story]
    This stock is twisted, contorted and abused because the traders know the company won't respond. All sorts of FUD can thrive in these environments- margins, innovation, growth, supply chain- everything is fair game for distortion. Analysts (Barclays this week) can claim no confidence in products that they know nothing about. It really is set up as a perfect storm to allow institutions and MMs to profit week after week from option writing. Its insane and perverse. Its shocking that all the WS journalists know the "options game" and steadfastly refuse to shine a light on it. Everyone's hands are dirty. AAPL the stock is totally decoupled from the brilliance of the company- a ping-pong ball for traders.
    Feb 21 10:39 PM | 5 Likes Like |Link to Comment
  • Here's Why LinkedIn Will Crush Wall Street's Profit Forecast [View article]
    Way to pump your own site. Hardly objective.
    Feb 6 12:46 PM | 1 Like Like |Link to Comment
  • Apple: Buy The Dip And Go Long The 2014 Product Cycle [View article]
    Absolutely, positively not.... at least not until it roundtrips to $60. NFLX is a leaky boat with enormous off-balance sheet liabilities that will continue to grow. Content costs will go up dramatically in the near future and carnival barker Hastings is going to get washed away under crushing obligations outstripping his cash flow. AAPL can manage the content market on its own without NFLX motley collection of old movies, reruns and miniscule offerings of original programs.
    Feb 2 11:14 PM | 10 Likes Like |Link to Comment
  • Apple's Intrinsic Value And The Market's Irrational Valuation [View article]
    Nothing to do w metrics or valuation.We're back in high school, its a popularity contest. Cook and Oppie are unrepentant in failing to conform to the Street's formats and expectations. The WS "boys" want to be entertained on their conf calls by a birthday party magician. Cook dishes out fantastic news without dramatic flair and in somewhat cryptic terms and is branded as negative and sneaky....when in fact the segment detail that AMZN and GOOG eschew at all costs are provided by AAPL and used against it. Bezos and the GOOG boys hold up shiny objects and WS s**ts their pants. Perhaps AAPL should hire Sir Ian McKellan for a dramatic reading of their next quarterly report and ask that movie critics, not the tech analysts or pundits, judge the company's "performance".
    Jan 30 07:39 PM | 10 Likes Like |Link to Comment
  • Cook: Carrier policies hurt N.A. sales; Apple "intrigued" by payments [View news story]
    Stop with the "spring load" and "rubber band". AAPL's problem is not its business, its perception. WS has raised the hurdle so high that it will almost certainly always fail to meet expectations. WS has successfully painted the stock price into a corner where they either buy-back much more stock a la Icahn or jaw-drop innovate through a new hereto-unthought-of product category. All the $b in cash on the BS have successfully been tarred as a drag on the company and multiple and until WS's ransom terms are met, every crack of daylight is going to be dismissed as insufficient.
    Jan 27 08:39 PM | 8 Likes Like |Link to Comment
  • 3 Top Picks For 2014 From Raymond James [View article]
    Thanks for this Yogi. I was looking for my list of AAPL misinformation, platitudes and FUD. You provided.
    Jan 19 07:06 PM | 4 Likes Like |Link to Comment
  • Apple lower amid report of muted China Mobile demand, price concerns [View news story]
    AAPL would be down today if the NYTs article was positive. Its options... period.
    Jan 17 02:57 PM | 1 Like Like |Link to Comment
  • Apple lower amid report of muted China Mobile demand, price concerns [View news story]
    Just to clarify above. NYTs article - positive/negative- would not make any difference today. Where is SA and others who know better not telling it like it is. Its OPTIONS!
    Jan 17 01:56 PM | 2 Likes Like |Link to Comment
  • Apple lower amid report of muted China Mobile demand, price concerns [View news story]
    Can we please have some honest reporting. Can someone in the press stand up and say OPTIONS EXPIRATION to explain these moves. Attributing to bs news items is totally disingenuous and simply foments fear. There are totally expected technical reasons for the stock to be down this and virtually Friday..AAPL is a derivative of its options. Can someone in the media just say that instead of making stuff up??
    Jan 17 01:49 PM | 8 Likes Like |Link to Comment
  • Apple Will Drop The Firm Hammer Of Justice On Short Sellers In 2014 [View article]
    I think that short sellers are not the problem... its institutional covered call writers who see AAPL as the ultimate income play- quarterly dividends plus premium from selling calls weekly. As long as the institutions and market players offer calls to feed the overly bullish "one of these days" sentiment surrounding the stock, it will always underperform because they control enough shares to beat back any advance that would result in their shares being called away. Its a vexing, intractable problem which would only be solved by new buyers in the company, except for the fact it is the most widely held equity there is. Short of opting out of the CBOE, I don't know what could be done. The stock is hostage to its options.
    Jan 12 01:23 AM | 26 Likes Like |Link to Comment
  • 5 Stocks Set To Outperform Into January Earnings [View article]
    Exactly. In the face of news that can only be described as precedent setting (CHL). Can AAPL expressly opt out of weekly options markets? Or is CBOE free to do what it wants w equity derivatives?
    Jan 3 05:00 PM | Likes Like |Link to Comment
COMMENTS STATS
212 Comments
886 Likes