Deleted
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Post by Deleted on Dec 5, 2012 10:42:31 GMT -8
One good thing about the margin change today is that in future I presume it will lead to slightly less in the way of margin calls on pullbacks.
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Post by rutgersguy92 on Dec 5, 2012 10:46:49 GMT -8
500k bet, wonder if it's one of AZ's subs. I'm wondering who took the other side of the trade, or the other side of each half of the trade. Someone sold ~1100 Jan '14 900's to this person/organization. Someone bought ~1100 Jan '14 1000's from this person/org. The former is quite a reasonable trade, but the latter is crazy. Therefore I have to assume that it's two Wall Streeters, one super-bullish on Apple and the other not so bullish, and they have a $500k bet going between them, and this is how they are running the bet. ;D If I had 100 shares of AAPL, and I could sell a call where I would make a small amount of money while sitting on my shares for the next 13 months and collecting about 2% in dividends, it wouldn't be a hard decision. In fact, Spongie with all his shares might want to consider that one. The downside of the deal is that in 14 months, someone will be buying those shares at $1100, basically doubling your money.
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Post by erictheoracle on Dec 5, 2012 10:47:25 GMT -8
People: AAPL is down while many other things are up because of
1) rebalancing sure. 2) other equities trade below their tangible book and offer better value, higher dividends, better opportunity for earnings growth—and this with the commonly understood iTV coming in the Fall of 2013, and the latest version of Windows that is seemingly hated more than Vista.
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Post by po1nt on Dec 5, 2012 10:53:18 GMT -8
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Post by rutgersguy92 on Dec 5, 2012 10:53:27 GMT -8
People: AAPL is down while many other things are up because of 1) rebalancing sure. 2) other equities trade below their tangible book and offer better value, higher dividends, better opportunity for earnings growth—and this with the commonly understood iTV coming in the Fall of 2013, and the latest version of Windows that is seemingly hated more than Vista. I think Jason Schwarz called this people freeing up money to buy stocks paying the accelerated dividend, which AAPL is not doing. So you can add that as #3 to the list.
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4aapl
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Post by 4aapl on Dec 5, 2012 10:58:32 GMT -8
This Ok Go song and video from a few years ago is a comfort today... www.youtube.com/watch?v=UJKythlXAIYThe title, for anyone not interested in the link, is: This Too Shall Pass I'm not familiar with the song, but I liked this video better. And from the look of that pile of TVs and the paint, I think they did a few takes of it. www.youtube.com/watch?v=qybUFnY7Y8wRube Goldberg machine, and safe for anywhere
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Deleted
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Post by Deleted on Dec 5, 2012 11:07:08 GMT -8
What are the biggest ever one day $ drops in apple?
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Post by mbeauch on Dec 5, 2012 11:07:26 GMT -8
There is no clue on what percentage of phones are iPhones - even if growth at AT&T is only 10% for all smartphones, it's possible that iPhone makes up a larger percentage of sales, and consequently Apple could have much higher than 10% growth on AT&T. Well considering last year the iphone made up 77% of AT&T's sales, you do the math. My guess is slightly up from last year at this time at AT&T. I do believe this is having an impact today. I am going to have to dig and see how far along the roll out was last year at this time to make comparisons. (Country availability)
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Deleted
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Post by Deleted on Dec 5, 2012 11:12:00 GMT -8
There is no clue on what percentage of phones are iPhones - even if growth at AT&T is only 10% for all smartphones, it's possible that iPhone makes up a larger percentage of sales, and consequently Apple could have much higher than 10% growth on AT&T. Well considering last year the iphone made up 77% of AT&T's sales, you do the math. My guess is slightly up from last year at this time at AT&T. I do believe this is having an impact today. I am going to have to dig and see how far along the roll out was last year at this time to make comparisons. (Country availability) Horace just tweeted this: @asymco: AT&T vs. the world. Comparing iPhone growth since late 2009. t.co/WnlJW6lF
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Post by mbeauch on Dec 5, 2012 11:16:25 GMT -8
Don't like that chart, does not show up to date values.
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Post by phoebear611 on Dec 5, 2012 11:17:14 GMT -8
iPad - your pal Fitzstock 2004 isn't helping here either....this morning - right before noon he sent this out:
FITZSTOCK2004 $AAPL DEATH CROSS (50sma thru 200sma) will be on Friday
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Post by mbeauch on Dec 5, 2012 11:27:32 GMT -8
iPad - your pal Fitzstock 2004 isn't helping here either....this morning - right before noon he sent this out: FITZSTOCK2004 $AAPL DEATH CROSS (50sma thru 200sma) will be on Friday I see nothing from today that would make me think the selling is over. The margin calls will show their ugly head tomorrow. Today's chart is even worse than I expected. This sucks. At 594 I was starting to feel better about our prospects of having a nice run to earnings, now I am in a state of disbelief.
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Post by fas550 on Dec 5, 2012 11:28:41 GMT -8
The term death cross when applied to apple stock is too difficult for media to ignore where attention no matter how fleeting is the goal. Expect any/everyone to jump on it as it approaches. Its just so, so damn dramatic a term to not blurt around :-)
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Post by phoebear611 on Dec 5, 2012 11:34:42 GMT -8
For what it's worth, this move down has resulted in AAPL touching both its lower daily STARC band and weekly lower acceleration band. Now I am even more certain that we will see the weekly middle Bollinger, possibly as early as next week thanks to this pulling back on the catapult. You still feel this way Birdie? And what are the numbers you are referring to approximately?
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Post by mbeauch on Dec 5, 2012 11:35:51 GMT -8
Again, 12.4 p/e, where is the justice?
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Post by terps530 on Dec 5, 2012 11:36:27 GMT -8
i had a margin call pop up in my schwab earlier from all my sold put spreads going to crap. i think they've had it with me. i just was watching and in the past few minutes they are executing orders and closing a bunch of my positions in apple, buying back the spreads and huge losses :/
could this be due to the new rule? or just cause my apple positions were murdering my entire account? figures they'll force sell my stuff at the lows. blah
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Post by podboy on Dec 5, 2012 11:37:21 GMT -8
The market can stay irrational longer than you can stay solvent.
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Post by rob_london on Dec 5, 2012 11:37:53 GMT -8
Maybe something positive will come out of the NBC interview with Tim Cook, which is to be aired tomorrow...
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Post by lovemyipad on Dec 5, 2012 11:40:51 GMT -8
You know, if we had a nice steady rise from the start of the year to today's price of $550, I would be rather happy. I've had this thought many a time.
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Post by fas550 on Dec 5, 2012 11:42:31 GMT -8
iPad - your pal Fitzstock 2004 isn't helping here either....this morning - right before noon he sent this out: FITZSTOCK2004 $AAPL DEATH CROSS (50sma thru 200sma) will be on Friday I see nothing from today that would make me think the selling is over. The margin calls will show their ugly head tomorrow. Today's chart is even worse than I expected. This sucks. At 594 I was starting to feel better about our prospects of having a nice run to earnings, now I am in a state of disbelief. Well one indicator it MIGHT be over is volume today. Also just in general the sentiment is so bad from media that I have to believe that group is itching to be the first contrarian and be first out with I'm a buyer at these levels and this is why.... Eventually when the herd gets big, you are nothing but one of the herd and therefore irrelevant. Thats their greatest fear; becoming irrelevant. No one made the news by agreeing with a call everyone else is making. Right now they are competing with each other on reasons for the current sentiment; eventually those reasons get to be more of a stretch, outlandish and then run out. We are about there IMHO
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Post by mtjs on Dec 5, 2012 11:42:53 GMT -8
The market can stay irrational longer than you can stay solvent. good one.
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Post by frqntflr on Dec 5, 2012 11:43:26 GMT -8
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Post by wheeles on Dec 5, 2012 11:46:54 GMT -8
For what it's worth, this move down has resulted in AAPL touching both its lower daily STARC band and weekly lower acceleration band. Now I am even more certain that we will see the weekly middle Bollinger, possibly as early as next week thanks to this pulling back on the catapult. You still feel this way Birdie? And what are the numbers you are referring to approximately? I'm looking for a move to about 620. We're going through the motions of tracing out (another!) bottom.
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Post by artman1033 on Dec 5, 2012 11:47:46 GMT -8
What are the biggest ever one day $ drops in apple? HEREIt is the RED columns.
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Post by lovemyipad on Dec 5, 2012 11:56:12 GMT -8
iPad - your pal Fitzstock 2004 isn't helping here either....this morning - right before noon he sent this out: FITZSTOCK2004 $AAPL DEATH CROSS (50sma thru 200sma) will be on Friday It is what it is. He's a trader, not a cheerleader. Technically, this is one fugly chart. That said, just keep taking it level by level. No one knows what happens until it happens...
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Post by podboy on Dec 5, 2012 11:56:42 GMT -8
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Post by podboy on Dec 5, 2012 11:59:43 GMT -8
I like Zaky but he's predicting 56 EPS. Wouldn't this mean AAPL would need 25 EPS for January? That's a little too bullish IMO. I'd love that though, lol.
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Post by alice on Dec 5, 2012 12:02:09 GMT -8
You still feel this way Birdie? And what are the numbers you are referring to approximately? I'm looking for a move to about 620. We're going through the motions of tracing out (another!) bottom. W bottom? What is the eta for 620 prediction? Thanks.
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Post by tuffett on Dec 5, 2012 12:08:18 GMT -8
I like Zaky but he's predicting 56 EPS. Wouldn't this mean AAPL would need 25 EPS for January? That's a little too bullish IMO. I'd love that though, lol. Undoubtedly $750 by Jan 2013 according to him, after saying investors over complicate things. Looks like he over simplified things. In reality investing in this day and age is extremely complicated (it shouldn't be, but it is) and I hope Mr.Zaky has started to realize that.
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Post by Apple II+ on Dec 5, 2012 12:08:29 GMT -8
What are the biggest ever one day $ drops in apple? From previous close to intraday low, the flash crash on May 6, 2010, was a drop on $56.74.
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