Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Apr 29, 2015 2:19:48 GMT -8
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Post by rezonate on Apr 29, 2015 3:22:50 GMT -8
Well, what I hope will end up in the "better lucky than good" file, I moved about 25% to cash yesterday across all holdings. Watching oil and housing numbers, and earnings mostly now reported, and summer haircuts almost upon us, it was time (for me). Mildly happy note: watch is now "preparing for shipment". Sadly to arrive on Friday when we are not at the house. Best regards for a fine Wednesday. Edit: no change in my AAPL positions.
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Post by hamourabi on Apr 29, 2015 3:28:13 GMT -8
I thought of a possible explanation of yesterday sell off : a lot of covered call sellers @ 130 or so had to sell some stock in order to buy back their calls. They sold because they expect AAPL to go up. They did not really care yesterday AAPL action since it also made their buy back cheaper.
Any flaws in my reasoning ??
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Post by artman1033 on Apr 29, 2015 3:40:51 GMT -8
/photo/1It is like Bonnie & Clyde's preference for Fords as escape vehicles for their bank robberies.
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Apr 29, 2015 3:59:33 GMT -8
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Apr 29, 2015 4:01:16 GMT -8
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Post by rezonate on Apr 29, 2015 4:39:54 GMT -8
What is the world coming to? Where are the FUDsters? Maybe they all BTFD?
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Deleted
Deleted Member
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Post by Deleted on Apr 29, 2015 4:42:31 GMT -8
PED is running a piece titled "Chart of the day: Apple pulls away from Samsung Mobile" They can't both be right. CNBC producers are either doing WS' bidding or they're just laughably inept. How far do CNBC ratings need to travel the sewer pipe before we get a new show? Patience. In the good news department, I got this:
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Post by rezonate on Apr 29, 2015 4:55:19 GMT -8
Apple is trying to figure out ad-hoc social networking in the meat space. They have Find my Friends and Family Share as the first experiments, with lackluster results. But they are going there. First you share devices with yourself, adding value. Then you set parameters to share content and information *across* family accounts. Then, with trusted friends. And finally, with loose affiliations. (Edit: early experiments at Starbucks with location-specific app controls.) Scenario #1: a group of people pile into your car to go to lunch. Can the car recognize that this is a group of compatriots, for the duration of the ride? That if it recognizes one Apple account, it's OK to allow ALL accounts access to the stereo and onboard services (Wifi hot spot, individual seat and climate controls)? Scenario #2: guests arrive at your house. You have them as trusted friends in your profile. Your house "knows" this, and gives them access to your private secured wifi network, nothing as plebeian as passwords needed. Their music cloud shuffles into your music cloud throughout the visit. HealthKit sends their food allergy profile to your refrigerator. Apple Watches recommend a good route for a shared morning run. Guest watches use HomeKit to control the lights. Scenario #3: customers congregate at your store, in your waiting room, in your queue. They are an affiliated group, for the duration of their stay. Those with Apple devices can participate in a shared experience, crafted to educate, entertain, or advertise. Edutainment or Advercation - Android users are left in the cold. There is immense value in controlling the entire widget. Who else can do this?
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Post by artman1033 on Apr 29, 2015 5:03:49 GMT -8
Let's talk fashion: LillyforTarget. nymag.com/thecut/2015/04/what-the-lilly-pulitzer-outrage-gets-wrong.htmlThe debut of the Lilly Pulitzer collection for Target was a spectacular feat of retailing that had very little to do with the quality of the fashion that the mass marketer was selling. Lilly Pulitzer is not fashion. It is clothes. The classic Lilly Pulitzer dress comes in shrill shades of yellow and pink that are vaguely infantilizing. They are clothes that can be shrunk down and worn by 7-year-old girls without changing a single design element – if there were actual design elements to change. But there are not. Lilly Pulitzer is preppy. It is part of a preppy uniform that announces itself from 50 paces. It is not so much a declaration of wealth as it is a perceived statement about class, lineage and attitude. Anyone can work hard and save up enough cash to go out and purchase a Chanel suit or a Gucci handbag. A devoted student of Vogue can cobble together a personal style that speaks to its public identity. But Lilly Pulitzer suggests an advantage of birth. The clothes stir up scrapbook notions of ancient family trees, summer compounds, boarding school uniforms and large, granite buildings inscribed with great-great-grandfather’s name. Lilly Pulitzer represents something that money cannot buy. www.newsobserver.com/living/fashion/article19234710.htmlwww.youtube.com/watch?v=DvleI53BTz4&app=desktopgolly! it is a really tough video! I am sure she is a lovely gal.
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Post by rezonate on Apr 29, 2015 5:11:20 GMT -8
Let's talk fashion: LillyforTarget. golly! it is a really tough video! I am sure she is a lovely gal. Some things can never be unseen. Save on the wardrobe (to buy AAPL) and soon you won't need to fake the silver spoon, compound, or lineage. You'll have them all for real.
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Post by artman1033 on Apr 29, 2015 5:27:18 GMT -8
Let's talk fashion: LillyforTarget. golly! it is a really tough video! I am sure she is a lovely gal. Some things can never be unseen. Save on the wardrobe (to buy AAPL) and soon you won't need to fake the silver spoon, compound, or lineage. You'll have them all for real. LillyforTarget sold out in 10 minutes at the stores. It crashed the Target website. It is considered by some as a failure for Target. As you watch the video, substitute the WATCH for the clothes. The customer is trying on different watch bands.
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Post by gtrplyr on Apr 29, 2015 6:44:47 GMT -8
Cantor Fitzgerald's Brian White raised target price to $195 from $180 .....
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Post by nathanstevens on Apr 29, 2015 7:31:36 GMT -8
Wow. I just used pay with ApplePay in the apple store app for the first time. That was a dangerously convenient way to spend money. Had to order my wife a watch before she takes mine.
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jz
Member
"Study the natural order of things and work with it rather than against it." -- Lao Tsu
Posts: 162
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Post by jz on Apr 29, 2015 8:03:11 GMT -8
Feeling very good about loading up the AAPL cart today at $129.60... my EWAG (Educated Wild Ass Guess) is based on the expectation of a very deep-pocket buyer ponying up to the table tomorrow... Spongeworthy Call: $135 by Monday close.
BTW, Great post yesterday Phoebear... even the husband being wrong part...
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Post by artman1033 on Apr 29, 2015 8:18:50 GMT -8
5,761,030,000 shares of common stock, issued and outstanding as of April 10, 2015 from 10-Q www.sec.gov/Archives/edgar/data/320193/000119312515153166/d892246d10q.htm5,824,748,000 shares of common stock, issued and outstanding as of January 9, 2015 aaplfinance.proboards.com/post/74483/thread
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Deleted
Deleted Member
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Post by Deleted on Apr 29, 2015 8:18:59 GMT -8
Open interest has been so reliable, I think buyers are sitting on their hands. Most of all the weekly calls will get crushed. Again. They don't even need to have economic power -- the perception is people can buy all week long for around $130 - $131. Why rush it, particularly with the FUD miscreants doing their dirty work.
My Watch will arrive tomorrow, and I'll report my unfiltered opinion.
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Deleted
Deleted Member
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Post by Deleted on Apr 29, 2015 8:23:58 GMT -8
5,761,030,000 shares of common stock, issued and outstanding as of April 10, 2015 from 10-Q www.sec.gov/Archives/edgar/data/320193/000119312515153166/d892246d10q.htm5,824,748,000 shares of common stock, issued and outstanding as of January 9, 2015 aaplfinance.proboards.com/post/74483/threadAs a reminder, if Apple purchased all $50B shares today, it would reduce the share count $385M shares. That would bump trailing EPS by approx. 60 cents. With a P/E of 17, that's a $10 bump in PPS. If WS wasn't so goddamned dumb and crooked, AAPL would be trading HIGHER not lower by AT LEAST $10.
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Post by macwire on Apr 29, 2015 8:35:25 GMT -8
No words for today. Couldn't take back a third of yesterday's bar then flirted with yesterday's lows all morning before breaking decisively to the downside
Textbook, honestly.
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Post by archibaldtuttle on Apr 29, 2015 8:43:01 GMT -8
No words for today. Couldn't take back a third of yesterday's bar then flirted with yesterday's lows all morning before breaking decisively to the downside Textbook, honestly. Textbook what? honestly curious to know what you mean...
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Post by artman1033 on Apr 29, 2015 8:48:48 GMT -8
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Post by archibaldtuttle on Apr 29, 2015 8:57:31 GMT -8
Ha! Well, at least he's right about the ridiculous valuation that AAPL gets compared to any other company...
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Post by phoebear611 on Apr 29, 2015 9:17:00 GMT -8
Hey Mace - what are you seeing out there? Are you getting any clarity in your chart work or is it murky? Anything you can share yet?
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Post by macwire on Apr 29, 2015 9:35:08 GMT -8
No words for today. Couldn't take back a third of yesterday's bar then flirted with yesterday's lows all morning before breaking decisively to the downside Textbook, honestly. Textbook what? honestly curious to know what you mean... Text book for intraday trading. Bear flag on microframe charts before breaking lower.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,429
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Post by chinacat on Apr 29, 2015 9:39:00 GMT -8
Ha! Well, at least he's right about the ridiculous valuation that AAPL gets compared to any other company... Amen! The article also says "Chowdhry is known for making bombastic statements." Amen x 2
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Post by rob_london on Apr 29, 2015 9:47:53 GMT -8
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Post by Luckychoices on Apr 29, 2015 10:27:45 GMT -8
Well, in addition to the frustration of having the stock drop after great earnings, this about does it for the hoped for success of the Apple Watch. We just lost all those potential customers with tattoos on their wrist. Damn you Tim Cook! How could you have let this happen? /s
=========== Apple Watch and tattoos: Some sense a problem By Patrick May April 29, 2015 at 10:40 AM
Just as Apple was riding its latest high, enjoying the smash hit known as the Apple Watch, here comes Debbie Downer with a dose of bad news: That tattoo on your wrist could throw a wrench in the workings of your watch.
As CNN Money reports today, some early adopters of the Apple Watch are complaining that the device’s highly touted heart-rate sensor apparently doesn’t function when there’s an I Love Mom or cute colorful dolphin or other tat in the way.
Apple did not respond to CNN, but the report goes on to say that tattoos might also mess with your ability to pay for that cappuccino you just bought at Starbucks:
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Deleted
Deleted Member
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Post by Deleted on Apr 29, 2015 11:23:54 GMT -8
426,000 (!) call contracts with strikes over $130 need to expire worthless on Friday before AAPL has a chance to move toward a reasonable valuation ($140 - $160). Anyone left who thinks open interest isn't playing a role this week?
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Post by rob_london on Apr 29, 2015 11:28:28 GMT -8
Apple's Free Cash Flow Yield is currently 8.45%.
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Post by rob_london on Apr 29, 2015 12:18:40 GMT -8
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