Showing posts with label Profit. Show all posts
Showing posts with label Profit. Show all posts

Wednesday, July 25, 2007

Holy crap AAPL fuc*s ’shorts’ on the street

Holy cow. We win again. Who said you can’t buy APPLE high? Hit them with your profits.
(NASDAQ:APPL) APPLE goes higher even higher.



We hear shorts planning to attack this guy (we don’t know him;)) today evening for running the company that well.


This lady never listened us when we said please buy it don’t short it .
She is on her way home. Hold silence for a minute for her.


We asked many to buy/hold when the stock was above 140 last Firday invited a good amount of criticism. But there you go. We are at 150 now. More than 5% profit. But are you selling here?. Think twice. Here is the recommendation we made on Friday. APPL and BIDU killing ’shorts’. Think twice before you short good ones. That’s the lesson.
Always check http://www.youradu.wordpress.com/ and http://www.yadarh.blogspot.com/ before you make some trades.


We won with GOOGLE , we win with AAPL. We will win many others. Just keep in touch and keep winning.
FYI: By the way we are not buying Google even if it hits that $500 mark. We are waiting for the 484 mark.
Good Luck,
Your Adarsh.

Tuesday, July 24, 2007

How about some positive news on TERAX??

I just talked to Stephen Taylor from Taylor Capitol,on the phone. He says they are waiting on the NASD, to approve of the ticker change and Westar going public with Terax. It seems that once NASD approves, they can go ahead with the change and announce the dividend.

I have posted a part of the call here which might help you guys.

Adarsh : How long do you think it would take to get NASD to complete the review ?
Stephen: We should have gotten the information by now. We are waiting on NASD to intimate us about the review. The management is expecting to receive a notice today or tomorrow from the NASD.

Adarsh: Does the company foresee a price movement after the dividend is paid out? When a dividend is paid out, usually a stock goes lower by that amount? Do you see such a thing here?
Stephen: Management does not see price going any lower or dropping the dividend amount. Management sees the stock price going much higher taking Westar’s value in the company now.”

Adarsh: Do you foresee any problems or intricate situations that might lead into taking up some more time?
Stephen: When the NASD, review a ticker change they verify certain information. If they are not satisfied with what the management sent them a few days back, they might get back to us asking for some more information. But that is not a negative news, even if it happens. Such things are common. We would have to just go forward and send them an updated documentation fulfilling their needs.

This is a small part of the interview. Hope this helps. Have a call with another company today afternoon. WIll post that l8r.

The only thing I was worried was whether to load here on a small dip may be around $3. I think we can load it here too. What do ya guys think. Post your comments, or leave offlines on meebo. Do leave your email id’s for me to contact you if you are leaving an offline.

Thanks,

Adarsh.

Sunday, July 22, 2007

Why not get some Apple here?? Isn’t it clearly going to $180?

Is that the next biggest mistake in the trading world I am thinking of? Did I already forget what happened to GooGle post earnings, which by the way we played out excellent!!

So why am I thinking of getting some apple here? Is it just because somebody said it’s going to $200? No not just that. Though, I have my small core position built in Apple, I did not want to recommend it to people to buy after 60% appreciation in the last 3 months. But, is it a credible statement to think a stock won’t appreciate more coz it already is up 60% in the last three months? naaaaaa..

So, what do I base my statement of getting some Apples here?

Look a the future. What’s APPLE getting for its innovativeness?

I am not going to mention all the factors that have already been mentioned by many people/analysts like the bucks APPLE gets every month on every Iphone, or the number of iphones APPLE conservatively expects to sell, aaaahhh u all know that. Don’t you?

I’ll just say the numbers AAPL puts out that they want to achieve will obviously be conservative. That’s what keeps it a suspense for their earnings report to be released. But don’t you remember when lately AT&T reportedly sold all the iphones?

Ok lets think it this way,

What if AAPL falls below the expectations with the iphone sales? Do you really have in mind that APPL issued Q2 guidance below analysts estimates??? Don’t you remember what happened in 2004 DEC when they fell below expectations? What happened next was analysts decreased the numbers, and then AAPL took off on surprise earnings!!! Check the history out for what will happen if we miss the expectations! It won’t even be as hard as it was on Google, coz APPL’s future, at least for the coming years , based on the news released out till now is damn rosy. What if we really get the low price smaller version of IPhone as planned by 4th quarter this year as reported by JP Morgan!!!. I personally was not impressed that they did not save that news for the earnings report. I personally would have appreciated, if that news was released during the earnings call, to see a pop as when the iphone was show cased in the earnings release this January.

Having said everything, I want to confess that I wanted to buy it on Friday, coz I knew it’ld be under a lot of pressure on the options expirations. I had my limit order at $140, but looks like it was there only for a nano second and my order did not get filled :(

I don’t want you to chase, I’m damn sure we won’t see a RED day before the earnings and a good jump up on the earnings report with good expectations on the future. I want you to be in the boat as soon as possible. And as I opine it will just go up, I want you not to wait till the earnings day.

I am changing my limit order to 141

May be you are thinking isn’t it a risky play. I look at the upside/downside ratio before posting recos. Upside is atleast a pop to $180. Downside is a drop down to $130, which is not at all realistic after the GOOG trade.Why? Because, most people will now step back from trading APPL after that jolt at GOOG. That eliminates most traders.Most holders would be longs on the boat, who will by the way invite a lot of momentum players on to the boat after the earnings release…. or at least during the earnings call riding the price higher. To increase that $180 target I want Thain to say something positive about the other sales with macs, ipods and music tooo.

The mac books, ipods, iphones, what’s next?? That speculations should not be spoiled and we run higher and higher.

Hope this helps, don’t forget about my limit at $141. I know I’ll get most offlines on this one saying I’m wrong again, as I got with GOOG, the other day!!

Your Adarsh

PS: If you leave an offline on meebo to me, pls leave your email or at least your meebo id, so that I can reply. If you just post your question there, I won’t be able to track you down, coz you are there on a guest ID.

Thanks,

Adarsh
आदर्श

Thursday, July 19, 2007

GooGle’s being dumped after hours. We win again

As mentioned yesterday that we’ll get out of the boat just before the earnings worked very well. We sold off today at $550.76 where the 14 -3 day raw stochastic was at 80%.

Quick glance at the earnings.

Net income per share diluted decreased from 1st quarter
Three months ended March 31, 2007, Non- GAAP was $ 3.68
Three months ended June 30, 2007n Non- GAAP was $ 3.56

We’ll be looking at the 520 mark. If that’s broken we are down to 494 and then to 480. The earnings conference call should tell us where to start buying. We are now looking to buy back our shares at around 494, and then some at 484 and 460.97 Those will be our trades if everything goes well at the conference call.

Good Luck,

Your Adarsh.