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BadCop_NoDonuts

BadCop_NoDonuts
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  • Twitter: D-Day Delayed Another Quarter [View article]
    valid points. But what if Twitter's customers are governments (including foreign) who want to keep tabs on people or groups? What if they are willing to pay a lot for up-to-the-second information about users, locations, connections, etc.???? One thing we know about governments, especially military orgs is that they aren't necessarily frugal when it comes to shopping and buying stuff!
    Jul 31 05:01 PM | Likes Like |Link to Comment
  • Update: Twitter Crushes Expectations [View article]
    yes, but call owners can cash in on the supposed insanity (I will)
    Jul 30 12:01 AM | Likes Like |Link to Comment
  • Twitter: D-Day Delayed Another Quarter [View article]
    Twitter gets revenue from more than just ads. Do you really think all the user data isn't being sold to whomever will pay? People who think this company is overvalued don't understand it. This is actually a safe long-term play through 2015
    Jul 29 11:57 PM | Likes Like |Link to Comment
  • Update: Twitter Crushes Expectations [View article]
    If Wall Street popped it 30% A.H., I'd say they agree with the "crushed" part..;-)
    Jul 29 07:26 PM | 1 Like Like |Link to Comment
  • Why The Apple Bears Have Got It Wrong And Here Is The Proof [View article]
    AAPL is at the mercy of big trading desks and their HFTAlgorithms. They have a license to steal with the heavy volume in AAPL options, and they will continue to use it as long as they can. If you trade AAPL stock, you have to be willing to deal with that.
    Jan 8 04:00 PM | 2 Likes Like |Link to Comment
  • 3 Reasons Why Apple Is Heading Lower [View article]
    I have been watching AAPL for years. There is often a delayed reaction to news. WAtch for it to jump next week in response to the China news
    Dec 7 12:08 PM | Likes Like |Link to Comment
  • The Madness Of The Amazon Crowd [View article]
    damn straight!
    Oct 18 12:00 PM | Likes Like |Link to Comment
  • Follow Einhorn In The Chipotle Short? [View article]
    will place small bet against. I see another NFLX fall/winter 2011 situation with increasingly bad news.
    Oct 17 05:05 PM | Likes Like |Link to Comment
  • Apple $1000: Why It's Time To Buy [View article]
    <3 U!
    Oct 16 02:55 PM | Likes Like |Link to Comment
  • Avoid Green Mountain Coffee: Too Much Competition Will Hurt Growth [View article]
    wow, nothing more blindered than a GMCR bull. Guys, liking the product should have nothing to do with investing in the stock.
    Sep 14 02:52 PM | Likes Like |Link to Comment
  • My Q3 2012 Apple Earnings Estimate [View article]
    yes, questionable to say the least. I have Chinese born friends with family living in China. The iPhone is huge, and it seems very doubtful that the Windows phone would make much of a dent in that.
    Jul 23 12:38 PM | Likes Like |Link to Comment
  • My Q3 2012 Apple Earnings Estimate [View article]
    that only applies to the U.S. We have little idea what the China numbers will be, and they are likely to be surprising again. In China, they just want the iPhone now. Waiting for iPhone 5 is not an issue for them.
    Jul 23 11:28 AM | Likes Like |Link to Comment
  • More on Chipotle (CMG): Comparable restaurant sales +8% Y/Y vs. 10.1% expected. Operating margin 28.3%, +280 bps. 55 restaurants opened during Q2, bringing total count to 1,316. Full-year outlook: Mid-single digit comparable restaurant sales growth and 155-165 new store openings. Conference call at 4:30 ET. Shares -7% AH. (PR)  [View news story]
    I heard CMG was held 90% by institutions. That would explain why the price held up against all reason, and why it is now going to plummet. Finally feeling good about holding my puts though earnings.
    Jul 19 06:44 PM | Likes Like |Link to Comment
  • Apple Earnings Estimates For Q3-12 [View article]
    keep the stock, and sell covered calls out of the money. Aapl_Pain has a monthly chart to help figure out what strike to sell at:

    http://bit.ly/JbuLu4
    Jul 19 10:07 AM | Likes Like |Link to Comment
  • JPMorgan's 2013 EPS Could Suffer On LIBOR Settlement [View article]
    long puts! fingers crossed.
    Jul 13 01:38 AM | Likes Like |Link to Comment
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