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Post by douglasstanton on Oct 26, 2012 4:31:40 GMT -8
remember, PM doesn't "count" Since I can buy or sell during premarket (PM), I say it counts.
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Post by blofeld on Oct 26, 2012 4:58:33 GMT -8
I meant - it has little predictive power for the rest of the day
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Post by phoebear611 on Oct 26, 2012 5:02:36 GMT -8
ok - someone enlighten me - does the 585 price count if it was AH. There are heated debates going on in every thread saying it needs to go back there and others saying it counted. I am looking to add here today so any guidance or caution would be helpful...what say you...anyone?
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Post by rutgersguy92 on Oct 26, 2012 5:14:28 GMT -8
While I like the sound of Q1, from the earnings call, I am getting a bit unnerved by the much smaller earnings beats in the last 2 quarters. Adding in the miss in Q4-11, the track record is getting distinctly mixed. Yes, there is incredible growth for a company this big and there are high profits, plus GM will rise as the production ramps up, but I think it may take a little longer than many people in the Zaky/Nansen/Braeburn camp had estimated to get annual EPS above 50 than hoped... We'll be at $48 TTM in January. Currently at 44.16, and 1Q12 was 13.87; I think we can get about $18 for 1Q13 (30% YOY), considering improvement in GM, and beat of $52 B revenue #. $48 @ PE=13.5 gives you 648; @ PE = 16, you get 768.
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Post by Red Shirted Ensign on Oct 26, 2012 5:22:32 GMT -8
Ordered the Commodore her "purse model" 32 gig white IPad mini with grey Smart Cover and new 30 pin to lightening connector. Delivery in two weeks.
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Post by fas550 on Oct 26, 2012 5:23:08 GMT -8
AMZN up in PM, go figure. You think inst investors are protecting it? If so how? Just throwing money at it? I just dont understand it at all. AMZN est constantly further away from actuals. Eventually something has to give right?
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Post by Red Shirted Ensign on Oct 26, 2012 5:32:53 GMT -8
The white mini availability moved from "available November 2" to "available 2 weeks" within an hour....black still Nov. 2
Hopefully they built millions of these early and we see another off the charts demand event.
Note, I would have not bought another regular iPad but will probably buy two minis by Christmas. No cannibalization on the Enterprise.
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Post by terps530 on Oct 26, 2012 5:38:22 GMT -8
ok - someone enlighten me - does the 585 price count if it was AH. There are heated debates going on in every thread saying it needs to go back there and others saying it counted. I am looking to add here today so any guidance or caution would be helpful...what say you...anyone? ] my novice opinion is that it does not count. If I pull up a monthly chart, there is no indication that it ever got that low yesterday/today. So when people are doing their technical analysis etc, nothing would show that it reached that level.
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Post by phoebear611 on Oct 26, 2012 5:46:24 GMT -8
I am trying really hard but just can't get past this: WHAT THE EFF IS HAPPENING WITH AMZN?! ARE YOU KIDDING ME?!!
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Post by CdnPhoto on Oct 26, 2012 5:47:27 GMT -8
AMZN up over 3% on their miss!?!?! What is it with that company? A PE that is way too high, very low margins and a miss... they still go up
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Post by greedynoob on Oct 26, 2012 5:48:36 GMT -8
I am trying really hard but just can't get past this: WHAT THE EFF IS HAPPENING WITH AMZN?! ARE YOU KIDDING ME?!! Well, obviously, they are now motivated to try harder than ever to make it up on volume in the coming quarter ;-)
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Post by CdnPhoto on Oct 26, 2012 5:50:09 GMT -8
AMZN up 4.5% now with a PE of 3,112!!!
This really is insane.
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Post by appledoc on Oct 26, 2012 5:50:13 GMT -8
What's the number of diluted shares?
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Post by Tetrachloride on Oct 26, 2012 5:51:16 GMT -8
AMZN is "certifiable." (For our non-native English speakers, this means AMZN investors are as crazy as anybody in a psychiatric hospital.)
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Post by CdnPhoto on Oct 26, 2012 5:52:55 GMT -8
AMZN up 4.5% now with a PE of 3,112!!! This really is insane. that number might be a mistake from Google Finance. 278 on Yahoo, still insane. Up almost 5% on a freeking miss
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Post by blofeld on Oct 26, 2012 5:54:48 GMT -8
aapl volume is strong, but underperforming the market. at least we are not down...
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bud777
fire starter
Posts: 1,352
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Post by bud777 on Oct 26, 2012 5:55:57 GMT -8
I am sick and tired of watching Amazon defy all logic like this. There is one and only one way to fix this....I am going long Amazon. If that doesn't drive it off the cliff, nothing will.
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Post by Red Shirted Ensign on Oct 26, 2012 5:56:19 GMT -8
Apple trades 6 million shares in the first half hour.
Lots of repositioning this morning. 610 looks like a floor here...
Bet we build upwards...
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Post by gtrplyr on Oct 26, 2012 5:57:24 GMT -8
Bezos must have made a pact with the devil .... that's the only explanation.
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Post by blofeld on Oct 26, 2012 5:57:41 GMT -8
Volume is pro-cylical. Last Q, the earnings miss was the best buy opp. Maybe someone is learning a lesson here?
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Post by incorrigible on Oct 26, 2012 5:59:15 GMT -8
I bought. Jan 2014 $630.0 Calls @ $79.50
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Post by lovemyipad on Oct 26, 2012 5:59:25 GMT -8
Volume is pro-cylical. Last Q, the earnings miss was the best buy opp. Maybe someone is learning a lesson here? Lesson? Nahhhh....
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Post by roni on Oct 26, 2012 6:00:08 GMT -8
Bought some April 700 calls this morning. AAPL might go lower in the next few days or weeks (probably $580-590, not totally impossible $560), but I don't think that it will stay there for very long. Down to 20% cash. I opened an April $650 position this morning
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Post by Lstream on Oct 26, 2012 6:00:53 GMT -8
Amazon has found the holy grail of investing. Aggressively target zero or less EPS. That way you have no investor expectations to meet, and you can never disappoint. Truly brilliant huh?
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Post by lovemyipad on Oct 26, 2012 6:01:48 GMT -8
ok - someone enlighten me - does the 585 price count if it was AH. There are heated debates going on in every thread saying it needs to go back there and others saying it counted. I am looking to add here today so any guidance or caution would be helpful...what say you...anyone? I've never been able to decisively figure this out. I just *like* that it was filled after hours. Whether or not we're going back there, just take it level by level. IMHO, this is a perfectly good place to scale into intermediate- and long-term holdings.
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Post by wheeles on Oct 26, 2012 6:10:16 GMT -8
I am trying really hard but just can't get past this: WHAT THE EFF IS HAPPENING WITH AMZN?! ARE YOU KIDDING ME?!! People say there is no manipulation in the markets, but if there was, AMZN would be the most manipulated stock out there. This comes from a spending a whole Summer a few years back trying to short it when it was obviously overpriced and continually being hit with short-squeezes. Then Cramer came out and admitted that it was a hedge funds plaything and they are able to manipulate the float to such an extent that they could pretty much do whatever they wanted with the price and were "in it for the squeezes". At that point I gave up on trying to trade AMZN or argue why it should be lower. It also set me on the path to taking a purely technical view with my trading and left arguing about fundamentals to other people.
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Post by terps530 on Oct 26, 2012 6:11:06 GMT -8
I am sick and tired of watching Amazon defy all logic like this. There is one and only one way to fix this....I am going long Amazon. If that doesn't drive it off the cliff, nothing will. is it possible investors use some other metric or value something more than the hard data for amzn? I do not have a clue, but if the numbers were a drastic miss, and that yields a 5% gain, something has to be triggering that. Maybe it doesn't add up with common valuations but something different? i dunno I don't get it, but good for them. Our day has come often, and will come again soon.
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Post by ccs on Oct 26, 2012 6:15:39 GMT -8
Holy Volume Batman!
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Post by wheeles on Oct 26, 2012 6:16:15 GMT -8
ok - someone enlighten me - does the 585 price count if it was AH. There are heated debates going on in every thread saying it needs to go back there and others saying it counted. I am looking to add here today so any guidance or caution would be helpful...what say you...anyone? I've never been able to decisively figure this out. I just *like* that it was filled after hours. Whether or not we're going back there, just take it level by level. It depends on your timeframe. I would argue that if you are looking at a gap fill on an intraday chart, did the gap exist on that intraday chart anyway? Probably not. Therefore, if you are looking to fill a gap on a chart, then the gap needs to be filled on that chart.
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Post by stevereel on Oct 26, 2012 6:24:24 GMT -8
Big Bird is wise
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