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yessinia55

yessinia55
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  • How Apple Gave Wall Street The Middle Finger [View article]
    Apple doesn't have 137 bill cash. It has about 35 bill it could, in theory, use for short term actions like stock buy backs. Problem with that idea would be that oh so pesky tax issue. A very large chunk of that 35 bill is in off shore accounts.

    As for the greater bulk of the so called cash "horde", that money/debt is tied up in Apples private hedge fund. Unwinding the largest private hedge fund in the world is no trivial matter.
    Jan 29 11:25 AM | Likes Like |Link to Comment
  • Apple: 7 Reasons Shorts Can't Sleep At Night [View article]
    I tend to kid around and poke fun at Apple fans. But even I am beginning to wonder why it is falling so fast. My quote above of a " 300.00 by July" was trollish, but I am sure people knew this. But now even some main stream talking heads are calling for sub 350.
    Jan 25 02:16 PM | Likes Like |Link to Comment
  • Apple: 7 Reasons Shorts Can't Sleep At Night [View article]
    You were saying? oh yea, wait for earnings and guidance. Mmmm. It seems the bulls have restless nights ahead.

    But hang on. With the new installment pay when you can plan Apple is starting, the average Chinese middle class citizen who makes 577.00 a month (USD) will start buying. Or will they? Time will tell.
    Jan 23 07:27 PM | Likes Like |Link to Comment
  • What Is Really Behind The Rally In Stock Prices? [View article]
    The market is up because the big banks are using record amounts of excess deposits to gamble in stocks. Don't take my word for it, google JP Morgan,deposit,PROP,pr... dealer, etc.

    Mom and Pop investor have bailed out long ago and will not be back.
    The rally before each QE are easy to explain. That was the expectation of the big banks looking forward to even more free money thanks to the privately owned hedge fund we call the Federal Reserve.
    Jan 21 12:17 PM | 3 Likes Like |Link to Comment
  • Apple: 7 Reasons Shorts Can't Sleep At Night [View article]
    I live in the same world as you. Do you really think that all I do is look for stocks to short, and never go long?....

    I keep a watch on a handful of top ten stocks. Apple wasn't oversold in my view until it hit 680 and the RSI began to roll over. Volume fell off as it hit 700, and then the RSI broke 70. So I pulled the trigger with a target of 630 or so. Even in my bizzarro world I didn't see it hitting 500. In hind sight I could have added to my position. But that is not good risk management. Am I crying because I missed out on more profit? No. One trade does not make a career. This is a marathon, not a sprint.

    And I hope I am wrong. I hope the global economy picks up and things get better for all of us, Apple included. I just don't see it happening any time in the next few years.
    Jan 18 12:43 AM | Likes Like |Link to Comment
  • Apple: 7 Reasons Shorts Can't Sleep At Night [View article]
    Honda. And I work from home. Out of all stock positions right now. I trade in Forex. Its how I make my living. I dabble in stocks when the indices hit extremes. I am no advisor, but with nothing but hot air and Bernanke forcing the primary dealer banks to prop up the market, what do you think will happen when the Fed pulls the money out?

    Fundamentals call for the Dow to be at 1000 and the S n P at 850. But, no one can see the future. If I was holding large stock positions, I would take profit and go into hard assets. Real property, physical gold and silver etc.
    Jan 17 04:10 PM | Likes Like |Link to Comment
  • Apple: 7 Reasons Shorts Can't Sleep At Night [View article]
    New 2011 Honda. Just one question for all. Who is going to buy all the phones? The global economy is in the dumpster. Europe is falling apart. South America and Africa are disaster zones. China has fallen, and can't get up. By this time next year 3/4 th of US citizens will be on food stamps. (Keep in mind over 40 million are already on EBT now, an all time high). Wake me up when the Baltic dry index begins to move up, then we can talk about recovery in China.

    You see, I actually like Apple. Think it is a great company. But I am also a realist, and believe in looking at economics through the filter of long term macro global prospects. Not what I think the market will do, but what it is actually doing.
    Jan 15 07:02 PM | Likes Like |Link to Comment
  • Apple: 7 Reasons Shorts Can't Sleep At Night [View article]
    Sleeping like a baby at night, and made enough to buy a new car.
    Target $300.00 by July.
    Jan 14 04:09 PM | 7 Likes Like |Link to Comment
  • Morning After Reality Check [View article]
    The Fed has given a clear warning. Long life Treasurys now have a shelf life. You do NOT want to wait until unemployments flirts with the 7% and under numbers.
    Look for slow and steady sell offs in long bonds, followed by a mad dash by people who waited too long when the unemployment rate hits 6.99%.
    In othe words the Fed is saying "all your 20 year plus bonds belong to us" so go play elsewhere.
    Dec 13 11:39 PM | Likes Like |Link to Comment
  • A Rare Buying Opportunity: S&P 500 Return Forecast Is Up To 19.2% [View article]
    Giving stock is fine. It is the method that is madness. And even though this is a site that is all about stock investing, embracing the ideas of downsizing, laying off workers and moving operations to other countries, just to satisfy share holders and to boost the stock price to ensure a fat year end bonus is NOT good for the country's long term economic well being.
    Dec 11 12:34 PM | 1 Like Like |Link to Comment
  • Apple Trading At 2.56x 2016 Cash Flow [View article]
    The myth that Apple computers have no security issues is a blatant falsehood.
    Dec 11 01:25 AM | 5 Likes Like |Link to Comment
  • Apple Trading At 2.56x 2016 Cash Flow [View article]
    Given Apples performance over the past three years and the lack of any true new products, it should be trading at around $300.

    Don't fret too much Mr. hedge/mutual/investment fund managers. Google, which should be trading at around $200, will be the next target of the pump and dump bear club.
    Dec 11 01:07 AM | Likes Like |Link to Comment
  • A Rare Buying Opportunity: S&P 500 Return Forecast Is Up To 19.2% [View article]
    I am amazed you can blame Obama, or Bush Jr for that matter, for what has taken decades to unfold.
    The large multi national-mega corporations have been downsizing and relocating factories and labor from North America to the Far East since the early 70,s.
    The only way to stop the craziness and truly rebuild a working middle class that earns a real living wage is to stop the insane practice of tying CEO bonuses to the price of a company's stock. Until then, it is in their best interest to do all in their power to make that stock price go up, rake in the big bonus for five years or so, then move to the next victim. Um, I mean company. They could not care less about the company's health long term.
    Dec 10 11:57 PM | 1 Like Like |Link to Comment
  • Debunking The Myth: The Demise Of The U.S. Dollar [View article]
    Some people are confusing what reserve status actually means. There are several reserve currencies. US dollar. Japanese Yen. British pound and Swiss Franc.
    What do these all have in common? Stability and perceived safety.

    As far as a trade unit goes, all are used. The USD just happens to be the preferred one to use in most cases.
    But, when the proverbial crap hits the fan, where do people go? The USD and Japanese Yen with Swiss Franc a close third. Why? Because you want the safest, and most liquid way to move your money as fast as possible. And having your money in the countries with the most stable governments and least chance of social upheaval.
    Can you honestly tell me you think the Euro or Yuan meets all those criteria?
    Dec 9 11:47 AM | 2 Likes Like |Link to Comment
  • A Rare Buying Opportunity: S&P 500 Return Forecast Is Up To 19.2% [View article]
    At the end of a bullish wave five which is itself inside a larger wave three. S+P to 1200 during the upcoming A-B-C correction and then a resumption of the uptrend.
    Time frame: End of wave five sometime in Jan and the correction ending sometime in July-August.
    S+P back to 1400 area around the first quarter of 2014.
    Dec 9 11:26 AM | Likes Like |Link to Comment
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47 Comments
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