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Snoopy1

Snoopy1
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  • Whisper Number Impact: Can Apple Top Earnings Expectations? [View article]
    Icahn was saying it was a "no-brainer" when he was buying shares in the past two weeks (avg cost $545) so at the aftermarket $508, it must be a super no-brainer! :-)
    I think the risk/reward is positive here but agree that patience is required.
    Jan 27 06:21 PM | Likes Like |Link to Comment
  • Whisper Number Impact: Can Apple Top Earnings Expectations? [View article]
    Gene Munster got lucky being a bull on AAPL and claimed to have lots of contacts at AAPL which provided his clients a lot of value and his firm a lot of commission dollars. It seems he was blowing smoke. Remember his claim that iTV was going to be out over a year ago based on his inside contacts?

    My general rule of thumb is ignore sell-side analysts that spend more time on CNBC than analyzing their companies.
    Jan 27 05:35 PM | 1 Like Like |Link to Comment
  • Lessons Learned From An Apple Bull [View article]
    With the stock at $440, the best risk-reward is probably a risk-reversal option strategy - buy a 440/500 6-12 month call spread while selling a 370 put of the same expiration.
    Jan 25 12:25 PM | 3 Likes Like |Link to Comment
  • Is Apple Really A 'Buy'? [View article]
    "Law of large numbers" is not how the author described it. Instead, it's a statistical rule that assumes that as the number of samples increases, the average of these samples is likely to reach the mean of the whole population.
    Jan 13 04:38 PM | 4 Likes Like |Link to Comment
  • Apple's Slipping Grasp [View article]
    "Karl's focus on market share does not consider the context of earnings, which continue to increase."

    Absolutely - AAPL is garnering a huge share of phone profits with low market share. BMW and Porsche have similar business models in a cutthroat industry and they too have gone downmarket to scoop up more profits with no real harm to their premium brand.
    Jan 12 05:17 PM | 2 Likes Like |Link to Comment
  • My 4-To-1 Bet On An Apple Rebound [View article]
    Very nice strategy Bret. If one has confidence in AAPL being above $500, maybe a risk reversal is also a good strategy.

    A 12/22/12 bullish 530/560 call spread with a short 490 put is roughly $5.00 including commissions for a potential 6x payoff with just a 5-6% stock move.
    Nov 15 01:38 PM | Likes Like |Link to Comment
  • Apple: Why I Was Wrong - The Company Is Just Too Cheap To Sell [View article]
    I talked to the staff at Best Buy in Manhattan and they said it sold out very quickly and that customers were surprised how light and easy to handle it was.
    Nov 7 05:29 PM | Likes Like |Link to Comment
  • Apple: Why I Was Wrong - The Company Is Just Too Cheap To Sell [View article]
    You are right, F has similar ROIC, margins, cash levels and...

    Hold on, are you an idiot?
    Nov 7 05:26 PM | 1 Like Like |Link to Comment
  • Apple Breaks Below Its 200-Day [View article]
    Now this is the kind of thoughtful, actionable analysis that I look for here on SA.

    Well done!
    Nov 5 06:56 PM | Likes Like |Link to Comment
  • What's Happened To Apple's Quality Control? [View article]
    Yeah, just like the horror of the iPad getting to as high a whopping 116 degrees! :-)

    The iPhone has won the JD Powers customer satisfaction surveys over the past 4-5 years - the mapping is a real issue but AAPL will likely focus lots of energy addressing this.
    Sep 29 03:47 PM | 1 Like Like |Link to Comment
  • What's Happened To Apple's Quality Control? [View article]
    Did you pick $100 because it was a nice round number? Seriously, you should just stop commenting.
    Sep 29 03:45 PM | 4 Likes Like |Link to Comment
  • What Happens If The iPhone 5 Flops? [View article]
    I agree - I own a 4S but every person I know who has a pre-4S or older Android plans to upgrade to the 5 and those like me with a 4S will upgrade when their 2-yr contract is renewed.

    The iPhone 5 could theoretically be a flop, but should be at least as desirable as it's strongest competitor (Galaxy S3).
    Sep 10 09:09 PM | 2 Likes Like |Link to Comment
  • Sell Apple And Run Away? [View article]
    Pat, I'm not sure why you had to bring up politics in an AAPL article but I'm not so sure about your own analytical skills given the vast majority of our current deficit is due to the remaining Bush policies and Obama has had the slowest growth in federal spending since Eisenhower.

    Here are the facts:
    http://wapo.st/Qm3Xwx

    http://onforb.es/N3QELN

    Also, contrary to your talking point, Obama has taken far fewer vacation days than Bush or Reagan:

    http://bit.ly/OjZqud

    I'm sure you won't correct your biased partisan views but I had to try exposing you to something called "reality".
    Sep 9 03:51 PM | 3 Likes Like |Link to Comment
  • Sell Apple And Run Away? [View article]
    Shaun - what are your favorite 4-5 best risk/reward "fish"?
    Sep 9 03:24 PM | 2 Likes Like |Link to Comment
  • Excessive Speculation In Apple Call Options? [View article]
    My point was simply that Enzo was the force behind Ferrari, and like Steve Jobs, was seen as a genius and was brutal to those who didn't meet his exacting standards.

    Enzo's last real car was the F40, which was truly spectacular, but later cars such as the F430, Enzo, 458, F12 etc. have also been very desirable, although very different. Jony Ive and other Apple creative and tech people seem to possess the talent to drive further great products IMHO.

    Also, although your old Ducati may be stylish, the 1199 Panigale S is a great bike and the Monster is a strong seller despite the founding Ducati brothers being long gone. Like Apple owners, Ducati riders are a loyal bunch.
    Aug 19 09:28 PM | 1 Like Like |Link to Comment
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