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rdtuck02

rdtuck02
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  • Lessons Learned From An Apple Bull [View article]
    Michael,

    Thank you for the article and your additional perspective on China. Do you have any idea if/when China Mobile is deploying 3G/4G that is compatible with the iphone?
    Jan 26 09:28 AM | 1 Like Like |Link to Comment
  • Lessons Learned From An Apple Bull [View article]
    Why are you suggesting the $390 puts?
    Jan 26 09:18 AM | Likes Like |Link to Comment
  • Lessons Learned From An Apple Bull [View article]
    You'd think a guy named Fat Banker would know how to hedge.
    Jan 26 09:15 AM | 5 Likes Like |Link to Comment
  • I'd Pay $400 For 'This Apple' [View article]
    Bill,

    Other than the ATT report of > 80% iphone activations for the quarter, what surveys have you seen regarding consumers moving from Samsung to iPhone?
    Jan 26 08:40 AM | Likes Like |Link to Comment
  • I'd Pay $400 For 'This Apple' [View article]
    Curious as to what the options market are telling you that makes you think 350 is a relative bottom?
    Jan 26 08:36 AM | Likes Like |Link to Comment
  • In Defense Of Apple: Battling The Mounting Hysteria [View article]
    Would like to hear about the buyback, although I prefer they increase the dividend. I heard Cramer today talking about how they should buy twitter, but I just don't get it. Probably because I don't use twitter. It seems they could just build their own version for free in the next ios. They already have a huge install base to start "itweeting."
    Jan 24 09:20 PM | 3 Likes Like |Link to Comment
  • In Defense Of Apple: Battling The Mounting Hysteria [View article]
    huge buyback, maybe?
    Jan 24 09:17 PM | 3 Likes Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    Win 8 promotional period is over soon, and the price will be increasing. Can't remember the exact price though.
    Jan 24 04:25 PM | Likes Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    Agreed.....I've always shunned owning aapl stock, but started buying in the $500's. Bought more today and got my cost basis below $500. I would have never been able to get into this stock without this gigantic pullback. If it hits $400, I'll be buying more. I just don't understand the pessimism.
    Jan 24 04:22 PM | 1 Like Like |Link to Comment
  • Apple's Growth Story Is Over [View article]
    Ashraf,

    While I'm a follower and usually appreciate your views, it seems this article was released more for page views than anything else. Apple is still growing earnings and revenues, just not as fast as before. And it's not really a zero sum game, both apple and intel/android can win at this game. I do agree with you that Win 8 will gradually attract more consumers to upgrade, and they are doing interesting things with the convertible tablet/laptops, but that doesn't automatically mean they will take market share from ipads/macs. There will be continue to be room for both. You mention the decrease of imac sales during the quarter. According to the conference call, most of that was due to the fact that the new imacs weren't even available until the end of Dec due to supply constraints. You mentioned the competition of the ipad mini with the nexus 7 and other android tablets. According the conference call, apple couldn't make enough of the things to satisfy demand. You mentioned the screen size. I agree the screen needs to be bigger to attract the high end smartphone crowd. The SIII is a nice phone. That's the reason I haven't upgraded my iphone 4 yet; the taller screen of the iphone just won't cut it. But I don't see them bringing out the larger screen until the iphone 6 comes out. Everyone continues to complain about the margins. Using the same form factor in the 5S that is likely coming out around June will allow them to increase margins as the continue to cut costs and improve manufacturing techniques. And you can't blame Cook for downplaying the screen size. He knows the 5S is going to have the same size screen and doesn't want to lose sales by having consumers wait for the iphone 6. And finally, Cook states the pipeline is chock full of exciting products, and he's all but confirmed apple TV by repeatedly refusing to discuss it. So I don't think it's exactly a "boring" company as you suggest in your closing. I usually agree with a lot you have to say, but just don't see it this time.

    Long Aapl, as well as intc. Room for both!
    Jan 24 04:07 PM | 4 Likes Like |Link to Comment
  • Performance Reporting: The Myths And The Reality [View instapost]
    Enjoyed the article....Wish you would have called out the deceptive services, though!
    Jan 24 09:17 AM | Likes Like |Link to Comment
  • Renewed Headline Fears Generate Fresh Trading Opportunities In Monster Beverage [View article]
    Thanks....I looked at that selling puts in that trade as well but decided not to as I couldn't even begin to pick a bottom it was moving so fast.
    Jan 21 04:16 PM | Likes Like |Link to Comment
  • My 1st Quarter 2013 Apple Double Income Stream Strategy [View article]
    yea, but he's selling covered calls, not puts
    Jan 21 11:37 AM | Likes Like |Link to Comment
  • Renewed Headline Fears Generate Fresh Trading Opportunities In Monster Beverage [View article]
    Great article, but I got a little confused at the end. Are you saying you mostly look at the put/call ratio to determine overdone selling, or some other metric?
    Jan 21 10:49 AM | Likes Like |Link to Comment
  • My 1st Quarter 2013 Apple Double Income Stream Strategy [View article]
    Todd,

    I agree with the selling of options to generate income, but prefer selling puts to covered calls at this juncture as there seems more upside than downside at this point, and I'm comfortable owning the stock at these levels if assigned. I'd hate to miss a huge move to the upside. Thank you for the informative article....
    Jan 21 10:11 AM | 1 Like Like |Link to Comment
COMMENTS STATS
339 Comments
373 Likes