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dmarilley

dmarilley
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  • 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
  • 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
  • Here's Why Apple Has Samsung Beat On The High End [View article]
    Higher profit share in a sector of consumer electronics where margins are collapsing isn't necessarily a great thing. The elementary qualitative discussion on the merits of relative umbrella pricing both begs the question and doesn't see the forest through the trees.
    Oct 3, 2014. 09:17 PM | Likes Like |Link to Comment
  • Apple's About To Release The Kraken And It Has A Very Long Tail [View article]
    Given what is common knowledge, we have a vacuous article here. All these health applications will have single digit margins, or fail in the market. Apple has not shown any imagination or competence in strategically deploying its assets. It is really amazing what they have done with the clear opportunities staring them in the face.
    Sep 30, 2014. 04:51 AM | Likes Like |Link to Comment
  • Apple Short Interest Jumps 44% [View article]
    Apple is a good short sometimes when put premiums are high. You can write covered puts, and then optimize delta on roughly twice as many out of the money calls purchases. It is work, but there are no really free lunches. A lot of short common is arbitrage based.
    Sep 26, 2014. 02:35 AM | Likes Like |Link to Comment
  • What 'Bendgate' Means For Apple [View article]
    I have had these hundred strike straddles decaying one after another lately. Im not rushing to write any straddles now. It just looks risky. Also some original HTC One phones bent about two years ago. Don't count on AAPL engineering to be stellar. They aren't very capable. That is both surprising and obvious. On weakness I will write puts, probably around 94 or so, then I will write calls as it crosses 100. This seems to be the right, or write thing technically.
    Sep 26, 2014. 01:22 AM | Likes Like |Link to Comment
  • Report: Apple shutting down Beats Music (updated) [View news story]
    It is irrelevant, given the market cap here.
    Sep 23, 2014. 12:27 AM | Likes Like |Link to Comment
  • Invest In The Millennials, Invest In Apple [View article]
    What would 25 percent inflation per year do to this group?
    Sep 19, 2014. 07:01 PM | Likes Like |Link to Comment
  • iPhone 6 first weekend sales could disappoint, Bernstein analyst says [View news story]
    The yield isn't good, no surprise there.
    Sep 17, 2014. 11:12 PM | Likes Like |Link to Comment
  • China Falls Off iPhone 6 Launch Map [View article]
    Raise your hand if you think that Apple's initial production yield met targets?
    Sep 17, 2014. 03:32 AM | Likes Like |Link to Comment
  • Apple And Conspicuous Consumption: So What? [View article]
    I have a problem with "tech savvy" when virtually all of their products have such weak performance under demanding scenarios.
    Sep 17, 2014. 02:02 AM | Likes Like |Link to Comment
  • Investors sell the news on Apple [View news story]
    It might have been the shares I parked for sale at 105, trying to just ride my puts. Look at the put open interest.... I own more than that total. I'm reading a lot of speculative comments here. Maybe it would make sense to do good focus group surveys and figure out what the demand for the 6 and 6+ is likely to be in the next four months? If you don't have that data, you risk being eaten alive in the next months. What was announced was at the minimal end of the spectrum for a company with such resources. You didn't really thing you would get a sapphire display on the 6+ did you?
    Sep 9, 2014. 09:12 PM | Likes Like |Link to Comment
COMMENTS STATS
616 Comments
331 Likes