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  • Remains My Favorite Short [View article]
    "I am short the stock."

    Yeeouch! Hopefully you covered in time!
    May 22, 2014. 04:48 PM | Likes Like |Link to Comment
  • Apple's Capital Program Is Not Financial Engineering [View article]
    The 7-for-1 stock split serves no financial purpose. Apple does not need to be included in the Dow Jones or any other index. The index should adjust to the market, not the other way around.
    Apr 29, 2014. 06:45 PM | Likes Like |Link to Comment
  • Apple (AAPL) wants Judge Koh to award another $707M in damages from Samsung (SSNLF.PK) on top of the $1.05B a San Jose jury awarded the company last month, as well as a permanent ban on 26 Samsung smartphones (it was previously looking for just 8) and 3 tablets come Dec. 6. Samsung wants a re-trial, alleging the time constraints of the California trial "prevented Samsung from presenting a full and fair case." Neither side will be giving its patent lawyers a break anytime soon. [View news story]
    Apple says, 'I own the air. If you want to breathe, pay me." Some things just can't and shouldn't be patented...
    Sep 23, 2012. 12:40 PM | 1 Like Like |Link to Comment
  • 3 Big Reasons Apple's Ascent Will Slow [View article]
    Jul 25, 2012. 05:10 PM | Likes Like |Link to Comment
  • Why To Buy Apple's Post-Earnings Drop [View article]
    By not-so-great I meant they missed expectations. The earnings themselves were fantastic.
    Jul 25, 2012. 03:11 PM | Likes Like |Link to Comment
  • Why To Buy Apple's Post-Earnings Drop [View article]
    The shares exploded out of a six-month range in January after beating expectations by a massive 36% (and year-over-year growth of over 100%) which sparked the rally from $440 to $640. They blew through $580 on a gap-up over 4 months ago and traded back through that level at least 5 times since then. This is not the behavior of a stock trying to make new highs. If it drifted down to $520 after a couple of stellar earnings releases it's not unreasonable to suggest it may drift down that way on not-so-great earnings. Watch the Gamma (2nd dervative). It's been climbing in Q1, flat in Q2, but dropping in both Q3 and Q4. The market may be expecting another decline for Q4.
    Jul 25, 2012. 02:58 PM | 1 Like Like |Link to Comment
  • Apple (AAPL): FQ3 EPS of $9.32 misses by $1.04. Revenue of $35B (+22% Y/Y) misses by $2.5B. 26M iPhones sold, 17M iPads, 4M Macs. Shares -5.5% AH. (PR).  [View news story]
    Whatever the amount, it's dead weight if it's not earning a return for shareholders.
    Jul 24, 2012. 07:58 PM | 1 Like Like |Link to Comment
  • Apple (AAPL): FQ3 EPS of $9.32 misses by $1.04. Revenue of $35B (+22% Y/Y) misses by $2.5B. 26M iPhones sold, 17M iPads, 4M Macs. Shares -5.5% AH. (PR).  [View news story]
    Actually, AAPL blew away the numbers a year ago. It was Q4 that came in slightly under expectations. After 32 quarters of beating expecations, Apple has missed 2 of the last for 4 quarters, both times under the new CEO. Coincidence? Perhaps. Would the numbers have been different under Steve Jobs? Who knows. I guess it's too early to tell if this is simply a two-time event but I'm sure investors will be a lot more cautious going into Apple's earnings in future. It sure seems like there are cracks forming in the Apple story. Maybe analysts need to regroup and adjust expectations given the level of competition.
    Jul 24, 2012. 07:22 PM | 2 Likes Like |Link to Comment
  • Apple (AAPL -0.2%) underperforms after Pac Crest's Andy Hargreaves cautions the company could deliver an FQ3 miss on Tuesday due to slowing iPhone sales, and that FQ4 estimates appear too high. Like most analysts voicing such concerns, Hargreaves still expects a huge December quarter thanks to the next iPhone's launch. Multiple analysts defended Apple yesterday.  [View news story]
    Some analysts are dumb, and some predictions are dumber.....
    Jul 18, 2012. 12:37 PM | 6 Likes Like |Link to Comment
  • Sirius XM: Every New Subscriber Adds Increased Profit [View article]
    I am a new Sirius subscriber and recently purchased a year, prepaid, for about 65% off the listed subcription price. I signed up after seeing and receiving new advertising. The reduced subscription revenue and increase in advertising costs must throw the analysis above off I would think. I can't imagine I'm profitable to the company, especially if Sirius doesn't extend a similar offer in a year and I simply let the current subscription expire. I suppose they are assuming a lot of subscribers will renew at higher rates. I'm not sure I will, but I don't have to make that decision for another 11 months.
    Jul 13, 2012. 04:54 PM | Likes Like |Link to Comment
  • Samsung (SSNLF.PK), scrambling to respond to a U.S. Galaxy Nexus injunction, is now "working closely" with Google (GOOG) to create a common legal front against Apple (AAPL), The Korea Times reports. The patents Google acquired from Motorola Mobility might help Samsung's cause, and so might a notification bar patent Google has applied for.  [View news story]
    ...because these companies really ARE competition...and it's scaring the heck out of Apple.
    Jul 4, 2012. 01:38 PM | 1 Like Like |Link to Comment
  • The Latest On Facebook's IPO: Who's Selling? [View article]
    They're referring to issuing new stock, which is dilutive, versus simply selling stock, which is not dilutive.
    May 4, 2012. 09:11 AM | 3 Likes Like |Link to Comment
  • Apple: Why You Should Wait And Buy After Earnings [View article]
    BTW I've read all those conspiracy theories before. You can dig tons of them up on almost any company. Oh yeah about the earnings and post run-up. I never miss ;)
    Apr 25, 2012. 08:54 AM | Likes Like |Link to Comment
  • Apple: Why You Should Wait And Buy After Earnings [View article]
    Seriously, take a chill pill. You don't want an ulcer now do you? Like I said, good luck with everything. I hope you get over your anger issues. I thought you'd be happy making so much money...unless you aren't. But only you know the truth about that. LOL
    Apr 25, 2012. 08:41 AM | Likes Like |Link to Comment
  • Apple: Why You Should Wait And Buy After Earnings [View article]
    Dude, lighten up. No-one was wrong. Not the author, not me. Sitting on the sidelines during earnings is an extremely disciplined trading strategy and not for the feint hearted. I've learned to do this over many years of trading (18 to be exact) and it has saved me from losing $$ far more times than it has made me $$. Sure, I may be on the sidelines now, but I was out of the stock when it broke through technicals at $620 - check the chart. Have I lost? Not really - I'll buy again on momentum....and I'll sell again when the technicals break down. I don't fall in love with a stock - ever.

    FYI, I initially bought the Apple shares in 2003 for around $9 when I bought my first Macbook, and found the store couldn't keep them on the shelves. Kind of a Peter Lynch trade (I did the same with Starbucks in the mid-90's). My reasoning was simple: it was a superior product and if I liked it, then others would too, which they obviously did from my Macbook experience. Not many investors had the stomach for the stock and neither did analysts, especially after its spotty past and nearly going bankrupt (if you recall, Microsoft bailed them out). For example, check out some of the analyst comments in Jan 2007 - they though Apple coming out with a phone in an already saturated market was ridiculous.

    Sometimes the best trades are the most difficult. The obvious ones are easy - but even those can back-fire. How you trade is your own business; you have no idea who's lost or made $$ in this forum, only how they trade, and why.

    I wish you luck with your investing and I hope your strategy works out and you end up making a lot of $$ on Apple and whatever else you trade.
    Apr 24, 2012. 06:58 PM | Likes Like |Link to Comment