“Other” stocks

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    Posted: 20 August 2012 11:14 AM #1021

    I placed a small bet for a precipitous drop in Facebook.  Dec put, strike price $ 10.  FB is currently 19.

         
  • Posted: 20 August 2012 11:29 AM #1022

    Check out ZAGG. Glad I don’t own it anymore. Wow. CEO runs off amidst margin calls!

    http://finance.yahoo.com/q?s=zagg&ql=1

         
  • Posted: 20 August 2012 10:45 PM #1023

    adamthompson32 - 20 August 2012 02:29 PM

    Check out ZAGG. Glad I don’t own it anymore. Wow. CEO runs off amidst margin calls!

    http://finance.yahoo.com/q?s=zagg&ql=1

    guess who fortuitously purchased some ZAGG last week?!  Probably the worst timing I’ve ever had investing, but sometimes that’s how it goes.  Luckily, I only bought a few hundred shares, so things could be a lot worse.

         
  • Posted: 20 August 2012 10:47 PM #1024

    KMP, LLY, O, APL, PG, WM, AGNC

    no ZAGG, no ZIG

         
  • Posted: 20 August 2012 10:47 PM #1025

    Tetrachloride - 20 August 2012 02:14 PM

    I placed a small bet for a precipitous drop in Facebook.  Dec put, strike price $ 10.  FB is currently 19.

    FB goes up and down 1-6 percent on a daily basis..  Being on the wrong side wouldnt be fun at all.

         
  • Posted: 21 August 2012 01:49 AM #1026

    I dumped my FB today for lunch money.  There’s more selling to come, and I don’t see Zuckerberg changing out his hoodie anytime soon.

         
  • Posted: 21 August 2012 06:06 PM #1027

    Ugly Dell’s truth:

    Consumer revenue -22% Y/Y, much worse than FQ1’s 12% drop. Public revenue -6%, large enterprises -3%, SMBs -1%. Enterprise solutions/services (boosted by acquisitions) was up 6%, with servers/networking up 14%. But notebooks -19% (clearly losing share), desktops -9%, software/peripherals -9%. Revenue drops in all geographies. Gross margin of 21.6%, up 30 bps Q/Q and down 90 bps Y/Y.

         
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    Posted: 22 August 2012 12:08 AM #1028

    AMZN options seem to be relatively cheap.  :innocent:

    We’ll see if I add new downside hedges in the next few days.

    Signature

    The Summer of AAPL is here.  Enjoy it (responsibly) while it lasts.
    AFB Night Owl Teamâ„¢
    Thanks, Steve.

         
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    Posted: 22 August 2012 10:12 PM #1029

    With Yelp’s recent pullback and the fact they are they are suppose to be integrated into iOS 6, I couldn’t resist adding a few speculative shares today.

    Signature

    Tim Cook: iPad is 91% of all tablet web traffic. I don’t know what these other tablets are doing.

         
  • Posted: 23 August 2012 08:19 AM #1030

    mstefa - 21 August 2012 09:06 PM

    Ugly Dell’s truth:

    Consumer revenue -22% Y/Y, much worse than FQ1’s 12% drop. Public revenue -6%, large enterprises -3%, SMBs -1%. Enterprise solutions/services (boosted by acquisitions) was up 6%, with servers/networking up 14%. But notebooks -19% (clearly losing share), desktops -9%, software/peripherals -9%. Revenue drops in all geographies. Gross margin of 21.6%, up 30 bps Q/Q and down 90 bps Y/Y.

    Windows 8 is not going to reverse this trend.  Enterprise will avoid it like the plague, at least for the first 12-18 months, and possibly beyond.

         
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    Posted: 25 August 2012 12:06 AM #1031

    Has anyone considered the impact on Microsoft with this verdict?  how about Nokia?  MSFT didn?t do much after hours, but I have to believe that the boyz in Redmond are licking their chops over this.  This could be the opening they are looking for, and the timing looks to be good for them with a launch around the corner..

    I might be opening a position on MSFT Monday morning in my Non- AAPL portfolio?  maybe even NOK..

    Signature

    The only way to change the perception, is to change the reality.

         
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    Posted: 25 August 2012 12:12 AM #1032

    I can’t support any bullish sentiment on MSFT.  Windows 8 train wreck is bigger than any hope for Windows phone for several months.

         
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    Posted: 27 August 2012 12:23 PM #1033

    MSFT up a notch.  AMZN, FB and GOOG in the red.  Dell is flat but was red a bit.

         
  • Posted: 27 August 2012 12:32 PM #1034

    Tetrachloride - 25 August 2012 03:12 AM

    I can’t support any bullish sentiment on MSFT.  Windows 8 train wreck is bigger than any hope for Windows phone for several months.

    +1.  I just don’t see upside to MSFT with “Baller” at the helm.  Windows 8 will be a dud.  Mobile is becoming an alternative to Android, but a small one nonetheless.

         
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    Posted: 27 August 2012 04:51 PM #1035

    HPQ is -30 % from March.  Currently 17.20 , a 6 year low, roughly speaking.  They are not long for the world of Dow Jones Industrial Average.  Market cap: 33 B.  EPS ttm ?  Below zero.