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dmarilley

dmarilley
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  • Buy Signals Triggered Today In Apple [View article]
    I would hate to have to guarantee a move over 120 versus a move under 100 happening first. But selling 120 calls and 100 puts both is very ok for me.
    Dec 17, 2014. 03:31 AM | Likes Like |Link to Comment
  • Is Apple Worth $700 Billion? [View article]
    Apple sells for more than the entire Russian stock market. Stuff like LukeOil is at 2 times earnings. I would pay attention to absolute market cap and things like people's tech budget, because GoPro drones and many other items, excluding watches, will eat into interest in handset devices. Apple could be left holding the profit margin empty bag just like SNE if someone stumbles over the obvious formula to discrediting ios.
    Nov 27, 2014. 03:01 PM | Likes Like |Link to Comment
  • Apple Scores Security Win Over BlackBerry [View article]
    Business is going all Android. The NSA has full access, and therefore so does anyone with state of the art server penetration capability.
    Nov 9, 2014. 02:12 AM | 2 Likes Like |Link to Comment
  • Apple Should Keep Cruising [View article]
    Forward PE highly speculative. Is their FX exposure hedged?
    Nov 9, 2014. 01:54 AM | Likes Like |Link to Comment
  • Can Apple Sustain Advancements In Future iPhone Generations? [View article]
    I don't see perfect success regarding any of the speculation above effectively combatting rapidly contracting margins. When you have important applications hinging on a sealed battery, you can be in a lot of trouble.
    Nov 9, 2014. 01:50 AM | 1 Like Like |Link to Comment
  • Apple And The Second Renaissance Of The Macintosh [View article]
    How is it that you can't get a MacBook with a touch screen??
    Nov 6, 2014. 12:41 AM | Likes Like |Link to Comment
  • Apple's New Television Opportunity [View article]
    The most relevant thing in TV is the speed of fiber. Google plus fiber connected WIFI is the only interesting thing. Forget IOS in this realm.
    Oct 30, 2014. 10:15 PM | Likes Like |Link to Comment
  • It Appears That Icahn Is Right About Apple In One Regard [View article]
    I suggest people listen to Icahn talk and draw their own conclusions. In one case they will get what they deserve.
    Oct 23, 2014. 10:17 PM | Likes Like |Link to Comment
  • Apple's iPhone Sales Are Surging While Samsung's Sales Are Sinking [View article]
    The I phone appears to be 56 percent of revenue now. Kind of a one dimensional company, don't you think? Just put an even more powerful processor in the phone, cannibalize the whole product line when someone comes up with cheap adjunct screen options and then shrink the margins. I can't pay up for that. I have 100 bucks a share in near term profits shorting 100 straddles. Might as well continue. Carl was on and didn't even seem to know his position in the stock....amazing.
    Oct 22, 2014. 01:28 AM | Likes Like |Link to Comment
  • Apple's October Event: Competing On Quality And Price [View article]
    Yes Apple has to play and that means you can buy all you want at 88 bucks.
    Oct 17, 2014. 03:03 AM | Likes Like |Link to Comment
  • Why Is Apple Undervalued? [View article]
    This rambling article sounds like the babble we are likely to hear when Apple faces its next crisis. Survey the market interest in the I watch priced at Apple's goal. Margins will go to Android margins. The trouble is not far off.
    Oct 15, 2014. 03:31 AM | 1 Like Like |Link to Comment
  • Apple: Short Interest Declines As Negative News Evaporates [View article]
    I really don't see how speculation about insignificant shorting is relevant to security analysis for this stock. If you are serious about managinf equity positions, focus on relevant variables.
    Oct 10, 2014. 07:15 PM | Likes Like |Link to Comment
  • How High Can Icahn Drive Apple Shares? [View article]
    Maybe, as implied above, it all hinges on Musk not creating a phone?
    Oct 10, 2014. 02:14 AM | Likes Like |Link to Comment
  • Is It Time To Take Profits And Sell Apple Stock? [View article]
    There is no question regarding the elementry aforementioned metrics. The people selling the stock question how these numbers will look in 18 months. Review the talk aboout Sony as it reached its all time high.
    Oct 8, 2014. 02:08 AM | Likes Like |Link to Comment
  • Will The Samsung S6 Overtake The iPhone 6? Probably [View article]
    I think that relative to market size Apple will have lost a tiny amount of mindshare by the time the 6s are no longer a novelty. Hardware differences really seem to be narrowing. The key here is to implement sophisticated survey based metrics regarding the intrinsic value of IOS. If the positive perception about this advantage were to become delusional, then the early bird would capture the worm regarding Apples margins reverting to those of the rest of the industry. It isn't a bad idea to price Apple on paper using industry margins. It gives a measure of what is at risk. While the market has been figuring all of this out, the 100 straddles have been decaying on a weekly basis. That has been the great short term opportunity in Apple lately.
    Oct 5, 2014. 08:32 PM | 2 Likes Like |Link to Comment
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615 Comments
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