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YONSU

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  • Apple: Pride Comes Before A Fall [View article]
    That is not the trouble Michael, an analogy is better served comparing a grocery store to a fine dining restaraunt, one has very good margins and the other has very poor margins. we both know who has the better margins and who sells more food. It is ok to eat at home. It is great to taste a great chefs food.
    Feb 15, 2015. 02:49 PM | 1 Like Like |Link to Comment
  • Apple: Pride Comes Before A Fall [View article]
    Ant1 true he creates lots of views. But also remember the trashing may be because he stated in a past post he is short 11000 shares thru puts at 75, 95, and 100 and then recently stated he has doubled down on his puts, no strike given.
    Feb 15, 2015. 02:07 PM | Likes Like |Link to Comment
  • Apple: Pride Comes Before A Fall [View article]
    Goldtean, you are off on your comments of calls a bit. Options do expire but can be extended indefinitely by changing either the time frame or strike or both before expiration. It is easily done, many option traders do it consistantly on stocks similar to AAPL. For example I bought 75 jan 15 call in Aptil of last year, sold them before expiration and bought jan 16 calls and July 16 calls with the proceeds, and will continue to as long as I see the story
    Will continue. There are nuances to option trading and should be done with fore thought and careful watching of positions to protect ones investment money. If Michael still holds his original puts he has not protected his money at risk and lost money on each of his declared puts. He has stated he doubled down but has not revealed the strikes, price paid or time frame.
    Feb 15, 2015. 10:41 AM | Likes Like |Link to Comment
  • Gilead Sciences' (GILD) CEO John Martin on Q4 2014 Results - Earnings Call Transcript [View article]
    keallen reaction has to do with 22% discounting moving to 46% discounting of their Hep C drugs, not the quarter, the future revs and earnings.
    Feb 4, 2015. 10:13 AM | 1 Like Like |Link to Comment
  • Apple Should Post An Astounding Q1, But It Might Be A Hard Act To Follow [View article]
    puts do get cheaper as a stock rises, but after you purchase 75's and 95's you lose more as the stock rises. You are almost $43.00 out of the money on the 75's, that is a fairly large loss that should have been sold long ago. Same for the 95's. I honestly don't see a very good trade plan here, luckily it is not mine. I do understand writing anti AAPL articles here, you get lots of reaction to them, but trading is a different animal and when it comes to losing money I really don't understand bad risk taking after a move against some trades. Reviewing and analyzing trades will help. These trades make me shake my head, not for direction so much as holding thru a move against them. Many short AAPL and win, but knowing when to exit is an
    investors responsiblity to not lose his money.
    Feb 2, 2015. 10:06 AM | 2 Likes Like |Link to Comment
  • Do You Believe Me Now? [View article]
    Bret I believe they are on the very low side of most earnings projections for 2015 growth right now. But thanks for the info they provide. for the 18 times are you talking S&P 500? I think it is closer to 16 times. Earnings this quarter are coming in 89% met or beat (with 11% met) 11% missed. That's even with headwinds of the currency on multinational companies like CAT. Apple would have made billions more if not for the headwinds of currencies as you know.
    Jan 28, 2015. 03:55 PM | 2 Likes Like |Link to Comment
  • Do You Believe Me Now? [View article]
    Bret my view is simple. With a strong dollar raising rates by the Fed is not going to happen this year. Money flow is definitely coming here due to the lower Euro, Yen and many other currencies. Earnings are coming in so far very soundly higher, today is an exception, obviously from a few very large multi-national corporations.
    The market goes higher.
    Jan 27, 2015. 11:53 AM | 7 Likes Like |Link to Comment
  • Apple Should Post An Astounding Q1, But It Might Be A Hard Act To Follow [View article]
    Yes puts get cheaper as the stock rises, but depending on when the purchase is made is the factor of price you paid and what your loses are. Cost of puts when the stock is 75 is about the same at 95 or 100 on a purchase at the money. I would guess your buying near or at the strike of the price of the stock at the time of purchase, therefore you expect a drop at that point. I also guess you are not buying 75's now but higher puts when the stock is higher. So that in effect is like holding calls 30 point off a strike you purchased at 105 with the stock at 75, then adding more calls as the price drops and doing more than once. Again not a strategy most would use to make money, adding risk against momentum of the stock is a loser strategy as you must now know. In my opinion you would be better trading short term than long term puts, but that's just my thought, do as you like with your money, what is left. I also guess you are negative on your puts. If I am wrong in my guesses my apologies, but I doubt you can be up anything right now, so next time wait til the sell off (the real one) comes not little bounces (use moving averages cross overs longer the better). best of luck with your positions. Full disclosure I am opposite your position, probably larger position than you all Jan 2016 in the money, plus holding stock at 75-86 purchase price and will add if the conference call is positive sell some if I don't like the price movement after the call. My apologies on stating you owned 85's not 95's.
    Jan 7, 2015. 09:51 AM | 1 Like Like |Link to Comment
  • Apple Should Post An Astounding Q1, But It Might Be A Hard Act To Follow [View article]
    Michael Blair
    it looks like you are adding to the puts going up, 75, 85 100 so your short list tends to disagree with your response. Most shorts I know or follow short as the stock goes down not up. That is the best time. All quarters after the Jan qtr don't have to be blow outs, just beat with positive guidance, new products, buybacks, increase of dividends or M&A. So, Michael, I really don't follow your idea or logic. best of luck
    Jan 6, 2015. 03:42 PM | 1 Like Like |Link to Comment
  • Apple Should Post An Astounding Q1, But It Might Be A Hard Act To Follow [View article]
    One interesting thought, why would anyone think a company will have a blowout quarter and be short that company. Either not a very good investor, or not really short, just using that to bring comments to an article that obviously is opposite to where it looks like his money is in the stock. Perplexing stand, comments against a short position, no comment about changing even temporarily. My guess is the is a ploy to bring comments and hits to his mediocre work in my opinion.
    Jan 6, 2015. 11:16 AM | 2 Likes Like |Link to Comment
  • DoctoRx Positions For 2015: I Have Cut Back On My Exposure To All Biotech Substantially [View article]
    I too have added to the Biotech area, moving from oil holdings to add to CELG, and recently GILD and ISIS. Also quick traded JUNO. The stream of new products from the 3 I hold appears to me to be one of my high focus tenets for allocating money to the area of biotechs.
    Jan 6, 2015. 10:24 AM | Likes Like |Link to Comment
  • Jennifer Warren Positions For 2015: Finding Energy Innovators And Problem Solvers [View article]
    Jennifer, I have to ask since you did not mention in the article, are you lightening oil positions or standing pat with your holdings in that area by changing the structure of holdings with the same allocation of funds? I have moved into the KMI, LNG(CQP) arena and out of the EOG MPC, BHI, and PXD stocks to wait for a better entry in an area nearer the lower 40's price of crude (WTI). Is your strategy to hold thru the downturn for a rebound? I use an 8% loss as a sell point on any stock I hold, that seems to work and keep me out of big losses and gets me often better entry points at lower prices. I have constantly looked at GE but cannot pull the trigger on the stock looking at a yearly chart (gone nowhere). I do like the press on their energy work, but the market sees no promise apparently.
    Jan 6, 2015. 10:14 AM | Likes Like |Link to Comment
  • Poll: Only 5.4% of U.S. iPhone owners "very likely" to buy Apple Watch [View news story]
    How about a poll that asks non watch wearers if they would buy an Apple watch....or any other watch
    Jan 3, 2015. 11:18 AM | Likes Like |Link to Comment
  • A Visit To The Front Lines Of The Sears Holdings Cold War [View article]
    PRICE or hopeIt has been a year since the author posted this article, closing price for SHLD was 37.61 on 12/20, today the price is 33.19 as of this post. Price is the answer, down 4,00+ with a few moves in the year on announcements of earnings up and down. Note a full year prior the stock was 36.21. In my opinion almost anyone could have done a bit better over the two years, but Eddie has a few diehard followers that think he will do something like a REIT or some other scheme and make them money. He fooled you for one year, now for a second year........."Fool me once, shame on you. Fool me twice, shame on me." Unfortunately some will be fooled a third year.
    Dec 19, 2014. 02:34 PM | 2 Likes Like |Link to Comment
  • "Patient" replaces "considerable time" in FOMC statement [View news story]
    I believe the "considerable time" is still in the statement, that maybe why the markets rallied.
    Dec 17, 2014. 02:27 PM | 1 Like Like |Link to Comment
COMMENTS STATS
203 Comments
227 Likes