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Post by wraithyouth on Jan 14, 2013 10:45:19 GMT -8
All I have to say about today. Now where did I put that jar of nickels?
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Post by mace on Jan 14, 2013 10:45:53 GMT -8
Could someone define who are shareholders? Are there many of those around? In my book, shareholders are those who hold shares for more than a year, I hold mine since 1997. I think you mean investor not shareholder. A shareholder is a holder of shares. An investor probably a holder that holds longer term. A trade views shares as rentals. Playing with words, huh?
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Post by terps530 on Jan 14, 2013 10:47:59 GMT -8
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Post by alice on Jan 14, 2013 11:00:51 GMT -8
This downtrend will end with good numbers on Jan. 23.
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chinacat
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AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Jan 14, 2013 11:04:09 GMT -8
I hate quoting anything having to do with Cramer, but this one is unbelievable...
**** Debra Borchardt: Don't you also feel that Apple has too many products on the market right now? It used to be that Apple only had a small number of products. That made them unique and special. You go into Wal-Mart (WMT_)now, there's Nanos, there's Shuffles. It's so many things that they just don't even need anymore.
Jim Cramer: That's a good point. ***
I can never remember ANYONE complaining that Apple has too many products. Using Nanos and Shuffles, relatively non-strategic products at this point, as examples is just insane.
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Post by kloot on Jan 14, 2013 11:10:16 GMT -8
was out at a meeting all morning. have analysts come out yet to defend against the 'news' that apple will not sell any iPhone 5’s ever again? Kloot, I'm sure you've seen this by now, but here it is: blogs.barrons.com/techtraderdaily/2013/01/14/aapl-bulls-rush-to-defend-against-wsj-nikkei-iphone-reports/?mod=BOLBlog&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+barrons%2Ftechtraderdaily%2Ffeed+%28BARRONS.com+Blog%3A+Tech+Trader+Daily%29The most interesting quote comes from Mark Moskowitz from JP Morgan: "Moskowitz (JP Morgan) goes so far as to write that order cuts may be a result of improving supply: We believe the bigger message related to any potential order cuts could be that iPhone 5 manufacturing yields and thereby gross margin are on the rebound. In our view, the potential order cuts are a direct result of manufacturing yields improving following the fast-and-furious product roll-outs of the iPhone 5 as well as new iPads and Macs. We had written previously that Apple had to absorb cost overage (due to poor yields) in the building of iPhone 5 and iPad mini. In our view, recent order cuts could suggest that the manufacturing yields are improving on the iPhone 5, and as a result, this could be another reason that Apple pulled back on excess orders of certain components. thanks, yep, saw it. my favorite part is how an analysts says that even half of 65 million implies upside to that particular analyst's numbers. I thought (foolishly) that last year's jan report would prove the ill-advised supply chain extrapolations were bogus and that the media/analysts would have learned their lesson. but no, the street and financial media have no memory.
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Post by ibuyer on Jan 14, 2013 11:11:23 GMT -8
This downtrend will end with good numbers on Jan. 23. Dont be sure, March quarter needs to be good enough and TC/PO needs to give the market to own it. To believe they have a plan and execute on it. To have a VISION. Folks here can laugh at AMZN all they want. My take away is the power of LT Vision the Bezos has projected. AMZN misses projects but investors believe! We need some animal spirits! Investors do NOT believe at the margin. PS DELL circuit breaker triggered on take-prvate rumor.
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Post by alice on Jan 14, 2013 11:13:31 GMT -8
Good ER and good guidance should end the downtrend IMO. We will know soon. Jan ER is the time for Apple management to speak up and clear the air.
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Post by rob_london on Jan 14, 2013 11:36:57 GMT -8
This downtrend will end with good numbers on Jan. 23. . PS DELL circuit breaker triggered on take-prvate rumor. Good tweet from MG Siegler (remembering the famous jibe by Michael Dell about Apple): Dell on the verge of "shutting it down, and giving the money back to the shareholders"?
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Post by moltenfire on Jan 14, 2013 12:00:54 GMT -8
Isn't the debt ceiling and the fiscal cliff coming up in March? Will AAPL do well even with those hanging over us?
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Post by rob_london on Jan 14, 2013 12:07:42 GMT -8
Isn't the debt ceiling and the fiscal cliff coming up in March? Will AAPL do well even with those hanging over us? All stocks have to climb a wall of worry.
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Post by Apple II+ on Jan 14, 2013 12:07:47 GMT -8
Could someone define who are shareholders? Are there many of those around? In my book, shareholders are those who hold shares for more than a year, I hold mine since 1997. I'm a shareholder by that definition. So basically you're saying that trading is so dominant in AAPL that investors are suffering the consequences?
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Post by aapl4kiki on Jan 14, 2013 12:07:59 GMT -8
One of the bozos on the tube earlier today mentioned chatter of a 50B share buyback. What would such a move mean for share price? Could we be headed that direction with the most recent hire from XRX?
One can dream.
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Post by jdrizzo89 on Jan 14, 2013 12:10:55 GMT -8
Dell rumors of going private
if apple doesnt do something in terms of there cash pile, maybe rumors will be floating soon about Apple going private..
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Deleted
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Post by Deleted on Jan 14, 2013 12:21:08 GMT -8
Dell rumors of going private if apple doesnt do something in terms of there cash pile, maybe rumors will be floating soon about Apple going private.. I thought this as well recently. Makes sense - if I had a few hundred billion spare I would do it There's a few Middle East investment funds that could easily do it. Even if you had to pay a 20% premium over today's price, you would still be getting a bargain.
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Post by ibuyer on Jan 14, 2013 12:33:00 GMT -8
21.5m share traded with 30 mins to go.
21m is the average daily over 3 months.
Does not seem like enough for a bottom. Why buy? Even those bullish on the stock are saying no rush to buy. #sad
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Post by Apple II+ on Jan 14, 2013 12:37:46 GMT -8
WSJ is one of the many media outlets owned by a very small number of people, or groups of people. They push out whatever the hell they like in order to best serve their owners. The days of journalistic integrity are long gone. The WSJ was my last holdout for decent journalism. As I pointed out yesterday, they are owned by the Dow Jones company, which also owns Marketwatch. Once in bed with the whores, you become one. And Dow Jones is owned by News Corp, which also owns the phone-hacking scandal sheet News of the World and Fox News. Whores you say? I won't get into politics in this thread however.
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Post by appledoc on Jan 14, 2013 12:37:49 GMT -8
21.5m share traded with 30 mins to go. 21m is the average daily over 3 months. Does not seem like enough for a bottom. Why buy? Even those bullish on the stock are saying no rush to buy. #sad It's not the bottom. But it's close and it's coming soon.
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Post by terps530 on Jan 14, 2013 12:39:31 GMT -8
"And the first shall be the last (on the Nasdaq 100)" 12:55 EST - Since the start of 4Q Apple (AAPL) has been the worst-performing member of the Nasdaq 100, the benchmark of non-financial stocks that forms the backbone of heavily traded ETFs like the PowerShares QQQ (QQQ). AAPL is off 24% since then, according to Bespoke Investment Group. And get this: Facebook (FB) is the best-performing member during the past 3 1/2 months, rebounding more than 40%. FB joined the Nasdaq 100 last month, replacing Infosys (INFY). AAPL is down 3.4% today at $502.87 while FB is off 2% at $31.08. (christopher.dieterich@dowjones.com; @chrisdieterich)
edit: it even bugs me how his last sentence says 'Apple is down 3.4%, while FB is off 2%. Am I stretching it or does 'down' seem more negative than 'off'.
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Post by archibaldtuttle on Jan 14, 2013 12:39:40 GMT -8
If you're buying options there's definitely no reason to buy before Friday. They're gonna pin this thing at 500.
Shares, you'll have all week here I believe.
Mon-Wed next week, it could be up a little as opex pressure wanes.
But the only thing that can really turn around sentiment is earnings + guidance next Wednesday.
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Deleted
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Post by Deleted on Jan 14, 2013 12:43:41 GMT -8
If you're buying options there's definitely no reason to buy before Friday. They're gonna pin this thing at 500. Shares, you'll have all week here I believe. Mon-Wed next week, it could be up a little as opex pressure wanes. But the only thing that can really turn around sentiment is earnings + guidance next Wednesday. The US markets are closed next Monday for Martin Luther king day.
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Deleted
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Post by Deleted on Jan 14, 2013 12:45:28 GMT -8
It will be interesting to see the open interest at the end of today, the big boys could be using this buying opportunity to close a lot of call contracts, we might see max pain move upwards...(here's hoping)
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Post by Apple II+ on Jan 14, 2013 12:45:45 GMT -8
Take a look at the video clip I posted up above in the thread - THIS IS WHAT IS GOING ON - hedge funds are hurting from last year's redemptions and are trying to lock in early gains in the year. The path of least resistance is down and they manipulate in PM. You have to be deaf, dumb, and blind not to see this. The regulators will do nothing because technically it is legal. Watch the video - it explains it clearly. PS The only way they stop manipulating a company is when the company starts to do unexpected things like buy backs or pre-announcing, etc. Then it becomes too unpredictable for them to toss around...in the meantime AAPL is MORE THAN predictable right now. "Blue Horseshoe loves Anacott Steel"
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4aapl
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Post by 4aapl on Jan 14, 2013 12:46:07 GMT -8
Yet again, a reminder that the market can just toss around a well followed stock when "they" want to.
With haw many shares traded in just the first few minutes, and then within the first hour, I thought today would be a very high volume day. It's just now breaking the average.
OTOH, I checked prices from a year ago earlier today, to try to remember how the week of expiration went down. Volume was half as much except for expiration friday at a little under 15M.
Just Friday I was looking at some of my Jan '13 spreads and saying to my wife "if the stock goes up 10 points, we'll make this much". Looks like I need to add to my rulebook, especially for the last couple weeks before leap expirations but also for major quarterlies. It's too easy for a little "rumor from afar" to be pushed in, as there's often enough FUD flying around that the price is easily manipulated. Or rather, a little extra FUD can affect the stock a lot, whether you consider that manipulation or not.
Years ago it was a Shaw Wu posting around this time or just before MWSF. It's just a critical time, and would be a good idea to back off a bit beforehand even if it means losing out on some potential that might or might not materialize.
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Post by terps530 on Jan 14, 2013 12:54:02 GMT -8
ugly battle here at the close @500
it's crazy watching the L2. UBSS has some big blocks that keep coming in at 500 to support it.
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Deleted
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Post by Deleted on Jan 14, 2013 12:54:06 GMT -8
Yet again, a reminder that the market can just toss around a well followed stock when "they" want to. With haw many shares traded in just the first few minutes, and then within the first hour, I thought today would be a very high volume day. It's just now breaking the average. OTOH, I checked prices from a year ago earlier today, to try to remember how the week of expiration went down. Volume was half as much except for expiration friday at a little under 15M. Just Friday I was looking at some of my Jan '13 spreads and saying to my wife "if the stock goes up 10 points, we'll make this much". Looks like I need to add to my rulebook, especially for the last couple weeks before leap expirations but also for major quarterlies. It's too easy for a little "rumor from afar" to be pushed in, as there's often enough FUD flying around that the price is easily manipulated. Or rather, a little extra FUD can affect the stock a lot, whether you consider that manipulation or not. Years ago it was a Shaw Wu posting around this time or just before MWSF. It's just a critical time, and would be a good idea to back off a bit beforehand even if it means losing out on some potential that might or might not materialize. This was a major piece of FUD today, not because of the content, but because of the provider (WSJ). Coming from the usual FUD sources (Digitimes etc), this exact same story would have had little influence on today's trading. WSJ has been up until now a fairly reliable outlet, even seemingly being provided with 'controlled leaks' from Apple, and of course Apple CEOs have often given exclusive interviews to their All Things D section (Walt Mossberg etc). What you saw in the last 24 hours (if the FUD is indeed FUD), is a major sacrifice of reputation for the sake of either cheap page views or an attempt by someone at stock manipulation.
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Post by mace on Jan 14, 2013 13:00:04 GMT -8
It will be interesting to see the open interest at the end of today, the big boys could be using this buying opportunity to close a lot of call contracts, we might see max pain move upwards...(here's hoping) That's would be bullish. Btw, OI is only released tomorrow's morning.
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Mav
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Post by Mav on Jan 14, 2013 13:01:50 GMT -8
Wow, that sucked.
It'd take hoping against hope to get any "official response" from Apple before next Wednesday. Oh well. Maybe I'll go send off an email to Investor Relations. No less futile than complaining to the SEC, at the very least.
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Post by rutgersguy92 on Jan 14, 2013 13:05:50 GMT -8
It will be interesting to see the open interest at the end of today, the big boys could be using this buying opportunity to close a lot of call contracts, we might see max pain move upwards...(here's hoping) That's would be bullish. Btw, OI is only released tomorrow's morning. So if the put/call ratio increases tomorrow, it's not so much from the supply of puts increasing, as it is the decrease in the supply (OI) of calls from the "big boys" buying them back at lower prices.
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Deleted
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Post by Deleted on Jan 14, 2013 13:07:44 GMT -8
It will be interesting to see the open interest at the end of today, the big boys could be using this buying opportunity to close a lot of call contracts, we might see max pain move upwards...(here's hoping) That's would be bullish. Btw, OI is only released tomorrow's morning. Optionsexpress is showing puts outnumbering calls up to 525 - is that the same as this morning?
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