I’m very glad to have averaged in on AAPL down at $400. The stock is down over 40% from its peak– but still up considerably over the past few years. I don’t think there is much downside to this name, especially with some big product announcements this fall.
When they announce The Apple TV, this stock is heading back to $650.
Separately, I like chip stocks, like MU, FCS, AMKR and CDNS. If you are a big Samsung guy, FCS derives 12% of their revenues from them.
During the second half of 2013, look for multiple smartphone makers to manufacture camera lenses out of silicon on sapphire. Your go to plays, once again, are GTAT and RBCN. Speaking of camera plays, take a look at AMBA; you may like what you find there.
Lastly, I am eyeballing OVTI for a bottom.
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dammit fly, you just had to jinx it, didn’t you!!! =P
I already thought of that, which is why I placed Baghdad Bob as the mascot of this post.
Better him than Chemical Ali. Lol
You’re on fire!
You’re living in the past man. 2012
I like the past. I want to live in it, but am burdened by knowledge of the future.
“second half of 2012”??
Its the time machine ion drive “jet lag”. He just got back from 2016.
At the risk of beating a dead horse…any thoughts on AAPL and VHC trial?
VHC has filed suit against itself for infringement.
funny…but clueless
like GTAT, good rec, wondering if you can splain why you sold it mid 3s but are still holding a million shares FRO from 2.40s now at 1.84. Shouldn’t be the reverse?
(unless I missed the sale)
Fro is a long term play.
I swapped gtat for rbcn- same industry
AAPL is just sucking at the teat of the Global Clams meeting this week, just like it has done thru its run up. Wake me up when the Clams finally fail.
“O” Please, Apple TV. That’s will be a flop..nothing new to give us, just another TV..$650 stock price..What joke…I’m still short.
There are so many other stocks to short. Why in the world do you pick the company with $140 bill in cash?!?!
AAPL has nothing new to offer of any value.
Fly,
What is the earnings call mobile app you’ve recommended in the past? Having some trouble finding it.
Earningscast
If any of you have had to get any Auto Repairs done lately, you would wonder why these part suppliers are flat
GEeeeEz…..$85.00 for 2ft of brake line, $80.00 for 1 brake caliper, $65.00 for brake pads
THAT’s DO IT YOURSELF PRICES
Everything made in china of course
fly,
what’s the best way to short wti besides shorting wti futures?
any ETF’s worth while?
I have HOD (nymex crude) it has shown some moves
Short USO, also, use GOOG to figure this stuff out.
old Devil pick moving $DSS
What do you think of $amkr? New to the story and haven’t done much research, am I late or do you think it has room to run.
love it.
This stock is going south. AAPL cant compete with Samsung when it comes to tv’s and Samsung are beating AAPL in the phone business. AAPL are moving further and further away from their core business of building great computers and diluting their brand every step of the way. The iMicrowave is on the drawing board no doubt.
Fly when does the devil begin blogging? I am looking forward to his meth infused picks. UNXL was too hot for me and I had to exit earlier this week. Check out NOW for another world class IT company making waves in a growing sector.