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  • This Roller Coaster Only Goes Higher - Don't Fight It [View article]
    PackerMan and Aardvark - I was living the dream a few years ago with AAPL and got CRUSHED on paper for a solid 14 months. Everyone else was making money and I was crying while reading the great Acs "Time to Say Bye Apple"; saving just enough energy to fight each of these realists with a "you'll be sorry when it's back at $700"

    The fact is that AAPL can EASILY go back to $70 - very easily. The market is very fickle with this stock. Don't be afraid to take profits once in a while, because they can be fleeting. I sell calls on my entire AAPL position now.
    Jun 22 01:13 PM | Likes Like |Link to Comment
  • Kimberly-Clark Hits A New 52-Week High: Buy, Sell, Or Hold? [View article]
    This stock will keep rocking until interest rates start finally going up (next year?) - and it's not because it deserves a premium P/E, it's just that there's nowhere else for income investors to put their money and get a real return. And if memory serves it usually splits around $120 so if it gets there by the spin-off, they may announce a split a the same time and that could take it another 5% up.
    Jun 21 02:06 PM | Likes Like |Link to Comment
  • A Hitchhiker's Guide To A Reflating Tech Bubble: Short Workday [View article]
    Tafort one doesn't have to understand I/T Apps to know that a stock is over-valued. It's amazing how many people immediately jump to the coolness of a product vs. the valuation of the company stock.

    I hate Comcast with every fiber of my being but that doesn't mean the stock should trade at $1 per share. But this is the argument the technology people always make in reverse.

    Does Warren Buffett have to know the secret formula of Coke to invest in KO? Seriously how can smart IT people keep crossing up this simple concept? Is it a genetic blind-spot with techies?

    Short CRM and thinking about shorting WDAY.
    Jun 17 03:34 PM | 4 Likes Like |Link to Comment
  • Apple Still Offers 15% Upside Plus A Free Call Option On New Products [View article]
    all of these bullish AAPL articles sound eerily similar to the ones I was reading in 2012 right before it dropped from $705 to $385 in a very painful sell off

    if this next quarter isn't extraordinary with iPhone volumes and margins I'd expect a sell off down to $88 or so. Or worse.

    and they are due to launch something besides the iPhone 6 if they want to climb to $105 as your 15% upside suggests

    long AAPL but seriously thinking of ringing the register
    Jun 17 01:42 PM | 2 Likes Like |Link to Comment
  • Prospect Capital Can't Catch A Break [View article]
    what is PIK?
    Jun 16 09:07 AM | 2 Likes Like |Link to Comment
  • Why Analysts Are Wrong About Apple [View article]
    Andrew A with the Union burn! Love it!

    I say and will continue to say that analysts are the tabloid writers of Wall Street. If you buy or sell stocks based on their writings you are truly ignorant of their motives and ineptitude.
    Jun 16 08:05 AM | 9 Likes Like |Link to Comment
  • A Pax Romana May Be Bad For Markets [View article]
    OK got it. So as volatility and premiums rise, you'd be ok forgoing your 'bird in the hand' i.e. 1% locked in ROI with assignment, for the proverbial '2 in the bush' if the final return was greater than the originally planned 1% ROI?

    I struggle to let it ride which is probably why I still have to work.
    Jun 15 11:34 AM | Likes Like |Link to Comment
  • A Pax Romana May Be Bad For Markets [View article]
    George, when you state ideally that you'd prefer to continually roll the options, is that assuming that you'd continue to add 1% ROI per week? So that theoretically a 'perfect storm' call option would start Jan 1 and after 52 rollovers you'd have earned 52% annual ROI on the position?
    Jun 14 05:03 PM | Likes Like |Link to Comment
  • The Great Correction Of 2014: Be Prepared To 'Buy The Dip' [View article]
    GILD is cheap on this dip from yesterday. If I were sitting on a pile of cash I'd sell GILD $78 PUTS expiring each week until they are put on you.
    Jun 10 02:03 PM | Likes Like |Link to Comment
  • I Was Wrong About Apple [View article]
    Dang you faked me out with the title. I was about to say "You're a good man Charlie Brown" as I always respect someone who admits when they're wrong.

    Now, AAPL may well end up at $50 someday but I'll have sold at $100 or higher by then. This is going to be a rather long and expensive short for you unless you have one of those sweet deals where you don't pay interest on your short positions.

    Good luck!
    Jun 9 08:20 AM | 1 Like Like |Link to Comment
  • Apple: Reality Bites, So Time To Sell [View article]
    Painfully I did and glad I did so
    Jun 8 06:29 PM | Likes Like |Link to Comment
  • Rice Energy: Monster Bigfoot Well Is The Utica's Biggest Yet - Shares Have 50% Upside [View article]
    This young man (CEO) was on Cramer a few weeks ago and I was intrigued. Now I may start a position based on this very good article.

    Regarding long or short positions on stocks for which you are writing - in some ways it's more objective if you don't have a position. I am always leery of someone so bullish on their position that they are blind to certain facts about the company or the way the market is treating their space.
    Jun 8 11:45 AM | Likes Like |Link to Comment
  • Western Asset Stock Price Is At The Buy Point For This Quarter [View article]
    Nooob each of these mREITS have different hedging philosophies. They try to smooth out the moves with interest rates but timing when and how much rates will move is almost impossible.

    You are buying WMC today at less than Book Value so it's good timing. It may stay below BV for a long time but it limits how much it'll go down from here. This assumes that they'll keep BV stable or even increase it.

    Your dividends are just a mathmatical calculation that is 90% of their income distributed quarterly with occasional capital returns and catch up dividends like last year.

    And when the correction hits (and it's when not if) you'll be happy you have this stock
    Jun 7 10:54 AM | 1 Like Like |Link to Comment
  • Correction 2014: Are You Prepared? [View article]
    My broker's yacht says "I'm the one selling the options". Be that guy, not the guy buying them. Sell tight or even ITM calls on your positions, especially if you've made great money and the valuations are rich. And sell PUTS at strikes well below your current price too.

    Author is right that a correction is coming, but no one knows when. Buying insurance usually just benefits the person selling it.
    Jun 6 09:23 AM | 13 Likes Like |Link to Comment
  • Apple: Reality Bites, So Time To Sell [View article]
    ThomasViewPoint - "I have been looking for a good place to jump back in but I don't see the next big thing and without Jobs it appears they have lost their product genius."

    Geez August 11th 2013 would've been a really good time to jump back in. Hope you did. I had to read every one of these AAPL-bashing articles last year while everyone else made good money on their no-profit, worthless cloud stocks.

    But he who laughs last does indeed laugh loudest. My AAPL position has gained north of $60,000 since this article was written. Not including dividends.
    Jun 5 05:05 PM | Likes Like |Link to Comment