Post by phoebear611 on Jun 26, 2014 3:10:14 GMT -8
Good morning ... my prediction today is that volume in AAPL and all other names will come to a grinding halt at 12:00 pm EDT for approximately 1.5 hours. USA vs. Germany will be playing in the World Cup for a shot to get into the final 16. The trading floors in all the major houses have huge flat screens and EVERYONE has them turned on. Folks take their clients to lunch to sports bars/restaurants and there will be a vacuum in productivity. So early morning and late afternoon (ie last hour or as we have been told time and time again 2:14 - I believe) we may see moves.
While you were sleeping:
- Asia: green
- Europe: everyone but Amsterdam is green
- US futures: slightly red
- AAPL in PM: $90.54 (+0.18) or (0.20%) on 6k shares
Snapshot of news on AAPL:
- electronista: Samsung warns investors that Q2 'doesn't look too good' : www.electronista.com/articles/14/06/25/analysts.fear.a.drop.in.profit.of.up.to.16.percent.year.over.year/
- MacRumors: Only the 5.5-Inch iPhone 6 May Offer 128GB Models: www.macrumors.com/2014/06/26/128gb-iphone6-5-5/
- FT Tech Hub: Google spreads its Android net in digital empire building: www.ft.com/cms/s/0/ba1f6190-fcf2-11e3-8ca9-00144feab7de.html#axzz35k2mHfr0
- NYT Dealbook: Semiconductor Makers AMS and Dialog in Early Talks: dealbook.nytimes.com/2014/06/26/semiconductor-makers-ams-and-dialog-in-early-talks/?_php=true&_type=blogs&partner=yahoofinance&_r=0
- engadget: Costco is now selling iPads and iPhones, with a patchy selection: www.engadget.com/2014/06/26/costco-selling-ipads-and-iphones/?ncid=rss_truncated
- MacRumors: Apple Planning to Launch New $199 16GB iPod Touch With Rear Camera, Multiple Colors: www.macrumors.com/2014/06/26/apple-new-16gb-ipod-touch/
- The AAPL Tree: $AAPL Chart QuickTake, 06/25/14 Market Close: Slo-Mo: aapltree.wordpress.com/2014/06/26/aapl-chart-quicktake-062514-market-close-slo-mo/
- JPM on GOOG: The key takeaway for us is that Google wants to disembody Android from the device and have it float around wherever you happen to be on any device seamlessly. This is, in our opinion, similar to Apple’s vision but potentially tougher for Google to implement given their device ecosystem is largely limited to smartphones today.
Food for thought - just thinking ahead: Next week as you are all well aware the market is closed on Friday, July 4th. It also happens to be the week the US Gov reports the Unemployment Rate - except they will do it on Thursday (7/3) instead of Friday. Furthermore, Thursday will have skeleton crews on trading desks - particularly in the afternoon as traders slip away for a long holiday weekend and try to get a jump start. My point: an unemployment number that is very good or very bad (or far from what WS considers it should be coming in at) can really add volatility to the markets and potentially to AAPL. Just thought I'd bring it up...I'd prefer my fireworks to be on Friday....NOT Thursday.
Enjoy the day!...and GO USA!
While you were sleeping:
- Asia: green
- Europe: everyone but Amsterdam is green
- US futures: slightly red
- AAPL in PM: $90.54 (+0.18) or (0.20%) on 6k shares
Snapshot of news on AAPL:
- electronista: Samsung warns investors that Q2 'doesn't look too good' : www.electronista.com/articles/14/06/25/analysts.fear.a.drop.in.profit.of.up.to.16.percent.year.over.year/
- MacRumors: Only the 5.5-Inch iPhone 6 May Offer 128GB Models: www.macrumors.com/2014/06/26/128gb-iphone6-5-5/
- FT Tech Hub: Google spreads its Android net in digital empire building: www.ft.com/cms/s/0/ba1f6190-fcf2-11e3-8ca9-00144feab7de.html#axzz35k2mHfr0
- NYT Dealbook: Semiconductor Makers AMS and Dialog in Early Talks: dealbook.nytimes.com/2014/06/26/semiconductor-makers-ams-and-dialog-in-early-talks/?_php=true&_type=blogs&partner=yahoofinance&_r=0
- engadget: Costco is now selling iPads and iPhones, with a patchy selection: www.engadget.com/2014/06/26/costco-selling-ipads-and-iphones/?ncid=rss_truncated
- MacRumors: Apple Planning to Launch New $199 16GB iPod Touch With Rear Camera, Multiple Colors: www.macrumors.com/2014/06/26/apple-new-16gb-ipod-touch/
- The AAPL Tree: $AAPL Chart QuickTake, 06/25/14 Market Close: Slo-Mo: aapltree.wordpress.com/2014/06/26/aapl-chart-quicktake-062514-market-close-slo-mo/
- JPM on GOOG: The key takeaway for us is that Google wants to disembody Android from the device and have it float around wherever you happen to be on any device seamlessly. This is, in our opinion, similar to Apple’s vision but potentially tougher for Google to implement given their device ecosystem is largely limited to smartphones today.
Food for thought - just thinking ahead: Next week as you are all well aware the market is closed on Friday, July 4th. It also happens to be the week the US Gov reports the Unemployment Rate - except they will do it on Thursday (7/3) instead of Friday. Furthermore, Thursday will have skeleton crews on trading desks - particularly in the afternoon as traders slip away for a long holiday weekend and try to get a jump start. My point: an unemployment number that is very good or very bad (or far from what WS considers it should be coming in at) can really add volatility to the markets and potentially to AAPL. Just thought I'd bring it up...I'd prefer my fireworks to be on Friday....NOT Thursday.
Enjoy the day!...and GO USA!