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  • Heading into Apple's (AAPL) April 24 FQ2 report, Gene Munster predicts his favorite company will report it sold 33M iPhones, 12M iPads, and 4.3M Macs during the quarter - consensus forecasts stand at 30.5M, 13M, and 4.4M, respectively. In spite of the conservative iPad forecast, Munster believes demand is healthy, noting "wait times at Apple's online store remain at 1-2 weeks." He also expects an Apple TV set to be announced late this year. (Barclays) (Sterne Agee)  [View news story]
    I think Apple will miss estimates due to:
    - lack luster international sales in Germany, where you can walk into any shop and buy the new ipad,
    - Chinese chaos which brought a halt to the sales in China for a week
    - the overheating of the ipads which must have caused die hard apple fans to pause

    Looking at a pullback of 7%. 577 USD
    Apr 13 10:53 AM | 1 Like Like |Link to Comment
  • Mar. Nonfarm Payrolls: +120K vs. consensus of +201K, prior 227K. Unemployment 8.2% vs 8.3% expected. Average workweek 34.5 in-line with expectations. Average hourly earnings 0.2% in-line with expectations.  [View news story]
    3-5% correction expected.....instead of May, better to sell and go away now....damn all that profit from Jan-March 12% slowly getting eroded...
    Apr 10 03:34 AM | 3 Likes Like |Link to Comment
  • Mar. Nonfarm Payrolls: +120K vs. consensus of +201K, prior 227K. Unemployment 8.2% vs 8.3% expected. Average workweek 34.5 in-line with expectations. Average hourly earnings 0.2% in-line with expectations.  [View news story]
    What I dont understand is why we have this anomaly between the ADP (wednesday) data (203k) and this data? Has to be a sampling error? Secondly, everyone had the weekend to digest this data so everyone would come to the conclusion QE3 and hence no flash crash Monday. Shit happens, anyway data for the whole week was lagging estimates and the DJIA, S&P, Nasdaq had their worst 1st week April, I guess.
    Apr 7 09:35 AM | 1 Like Like |Link to Comment
  • Mar. Nonfarm Payrolls: +120K vs. consensus of +201K, prior 227K. Unemployment 8.2% vs 8.3% expected. Average workweek 34.5 in-line with expectations. Average hourly earnings 0.2% in-line with expectations.  [View news story]
    Must be a sampling error: Read on FT

    The monthly payrolls number has a sampling error of plus or minus 100,000 and is prone to later revisions. Last August, the initial payrolls estimate came in at zero, but after revisions that was increased to 85,000.

    Anyway, Monday will be a bloodbath in the US, dont buy as Europe is still shut until Tuesday, Tuesday, bloodbath in Europe, Wednesday, time to buy........now the money from the sidelines will pour in.....Contrarian investors are going to have a blast....
    Apr 6 01:22 PM | 1 Like Like |Link to Comment
  • With markets closed, all eyes are on today's nonfarm payrolls. The consensus is that 203K total jobs were added in March and that the unemployment rate held steady at 8.3%. If those guesses are right, it will be a pullback from February's 227K addition but still a "solid" growth number.  [View news story]
    dead and gone.....black Easter Monday
    Apr 6 01:08 PM | Likes Like |Link to Comment
  • Now that Research In Motion (RIMM) has finally, if reluctantly, admitted it might consider a sale of the company, WSJ's Deal Journal plays matchmaker, trying to suss out which of the many companies rumored to be eyeing RIM might actually make a move for the ailing smartphone maker.  [View news story]
    Logically A-Z should buy RIIM- discount the hardware as it does it with all it's market entries and go head to head with apple in the telephone market as well. What is the synergy with Blackberry- a huge marketing platform and content, content, content........I like and buying Amazon stock....
    Mar 30 06:30 AM | Likes Like |Link to Comment
  • Green Mountain Coffee (GMCR -1.7%) founder and chairman Robert Stiller sold $66.3M of his stock before it plunged on news that Starbucks had developed a single-cup coffee machine to rivals its K-Cup brewer. Stiller’s combined sales on Feb. 15 and 24 were his largest in a single month since at least 2003: Good timing or trading on inside information?  [View news story]
    ROBERT STILLER- this CHAIRMAN is the worst CEO/CHAIRMAN/PERSON, value destroyer, greedy, rotten to the core, f@@@ker that the corporate world has seen. Hope that he goes to prison and his balls are cut off...........thank you for destroying a great brand.....no one will buy your company as no one knows what is inside......
    14 MILLION GREEDY FKCUER.......
    Mar 26 04:43 PM | Likes Like |Link to Comment
  • Seeking Alpha welcomes its 1 millionth member! That's a community 1M strong (and counting) of your fellow investors, reading, blogging and chatting about where to invest. To celebrate our million users, imagine you have $1M in play money to put where you like; use the comments on this post to tell us what stocks, ETFs or other investments would get your allocations - and how you use Seeking Alpha to help make those decisions.  [View news story]
    Buy some gold as well....that would be an awesome portfolio
    Mar 26 04:39 PM | Likes Like |Link to Comment
  • Seeking Alpha welcomes its 1 millionth member! That's a community 1M strong (and counting) of your fellow investors, reading, blogging and chatting about where to invest. To celebrate our million users, imagine you have $1M in play money to put where you like; use the comments on this post to tell us what stocks, ETFs or other investments would get your allocations - and how you use Seeking Alpha to help make those decisions.  [View news story]
    Seeking Alpha is the most awesome website for live updates and breaking news, I love it and my favourite watchlist is comprised after checking the stocks with seeking alpha regarding earnings, broker updates etc. Take a look at my current favourite watch list....
    http://on.fb.me/Hb8ARw
    sorry for the link but I could not type in all the names....this list is a list of explosive European and US stocks that are/should be breaking out......
    seeking alpha rocks and congrats for the 1 millionth customer......Germany has already started it's own version of seeking alpha but it is still not as fast......
    Mar 26 10:29 AM | 2 Likes Like |Link to Comment
  • Green Mountain Coffee Roasters (GMCR) responds to Starbucks single-cup coffee announcement with a statement backing its Keurig brewing system and saying that it plans to partner with Luigi Lavazza on a high-pressure capsule-based espresso system. Shares -14.5% premarket. [View news story]
    GMCR is a solid buy as this is a huge dip and until Starbucks gets it product to market (different product family no direct competition) GMCR has time to roll out its partnership with Luigi Lavazza for high pressure.....The stock should go back to 62 by the end of the day if the jobs numbers are 216k to 250 k range and if the unemployment rate remains unchanged @ 8.3%.....low pressure coffee they own until September....
    Mar 9 07:48 AM | 1 Like Like |Link to Comment
  • A federal judge yesterday confirmed a preliminary injunction blocking the FDA from forcing tobacco companies to put gruesome health warnings on cigarette packaging, including a corpse and cancerous lungs. "These mandatory graphic images violate the First Amendment by unconstitutionally compelling speech," the judge explained.  [View news story]
    smoking kills is enough I guess, those who cannot read probably looked at the pictures....
    Mar 1 08:24 AM | Likes Like |Link to Comment
  • Apple: 2 Steps To Boost Share Price [View article]
    selling apple at 526 usd if that happens today
    Feb 24 09:37 AM | Likes Like |Link to Comment
  • What should Apple (AAPL) do with its $97B in cash? Erick Schonfeld thinks spending a chunk of it to obtain a la carte streaming rights for first-run TV shows and movies would make sense. Apple has reportedly struggled to secure premium content for its TV initiative, due to Hollywood's unwillingness to play ball. It has also been reported that Apple is looking to purchase licensing rights for the English Premier League.  [View news story]
    selling aapl @ 526 USD
    Feb 24 08:41 AM | Likes Like |Link to Comment
  • Apple: 2 Steps To Boost Share Price [View article]
    Look at it like this:
    buybacks happen when companies believe they are undervalued, that is not the case here, Apple has ~ 919million shares outstanding, what are they going to buy back? It would decrease liquidity in the market place and increase volatility. The only way forward is:
    -do nothing which is the way of silicon valley
    -the way of owners who like to hoard cash (Steve attribute)
    - but managers want to be rewarded hence one time dividend and maybe a normal dividend, if we are double lucky this year, otherwise starting next year...
    Feb 23 04:25 PM | Likes Like |Link to Comment
  • Apple: 2 Steps To Boost Share Price [View article]
    what are they going to buyback?
    Feb 23 04:22 PM | Likes Like |Link to Comment
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