On my $27 calls for 2016, which is currently my largest 2016 holdings, I am up over 260%.
Averaged them out to about $2.20 each.
What's also nice about that is that I used the profits I made from my 2015 $22 calls which I sold at about
$6 to $8. Those I bought more than a year ago at an average of near $2.
Seems to be a nice way to keep some of the gains while still going with Intel for the ride into the future. I give up a little of my gains on the premium, but that's perfectly fine. Let's me sleep more comfortably at night.
If Intel goes much higher, I continue to make lots and lots of money. But if Intel is hit with some profit taking, I have lots of gains to use to purchase more Intel shares or contracts at even cheaper price. The preference though is for Intel to continue its nice steady rise. And $60 would be real nice.
Sentiment: Strong Buy
Apple is guiding margins down for Q4. Yep, that new node cost was bound to catch up to 'em.
Apple and Microsoft are still pretty good stocks to own. But even with the recent rise, it seems like Intel is a much better stock to own.
As for the dual boot, you are correct in my opinion. Just tablets in general will have to be an extremely cheap item to be purchased alone. If one chooses a dual boot hybrid, they will have no need for purchasing a stand alone tablet. A tablet cannot become a PC, while a PC can easily turn into a tablet. With Intel's help, a very nice fanless and slip laptop with Windows OS, can detach or transform to become a rather powerful yet power efficient android tablet. Apple at that point will only have its Apple loyalist that still will choose to by an iPad just as something to play with along with all of their other Apple toys. It will be just like it was before. Those who are willing to pay extra, will continue to buy Apple's Mac and iPad. And the macs will still help Intel's sales anyways. But the iPad already is proving that it cannot cannibalize the PC.
Sentiment: Strong Buy
Cook, before handing over the mic, cites the “incredible pipeline of new products and services” that Apple just can’t wait to show you.
[Yeah, after several years, we can't wait either. ]
Maestri said iPhone sales were at the high end of Apple’s expectations despite the “new product rumors” that Apple thinks held some people back from making purchases. Hearing that, you have to think then that Apple expects a gush of pent up demand when the next phones come out. (Those rumors: a 4.7-inch and 5.5-inch versions, likely announced in September.)
He has moved on to Mac, which was driven by the laptops. Double-digit growth in the U.S., Canada, Mexico, China and many other countries, he said.
Just like last quarter, Cook said iPad sales met Apple’s expectations, but not “many of yours.” He cited a reduction in channel inventory, and said there were weaker markets around the world. He didn’t say which. Apple, he said, is more focused on surveys showing how happy people are with their iPads and how people who are going to buy a tablet say they want to buy one from Apple.
"Up big on his Intel shares, UP on his ARMH shares and told Walliseaver to beat it. Big year for the young kid out of Poughkipsee, New York."
[AE is up a mere 65 cents on his ARM shares if he sold at the close today, dufus. And he claimed Intel was locked in a trading range. But to his credit he doesn't welch on football bets, he has a education recap and he doesn't create new user IDs weekly. Being associated with Twinkletoes/Nenni has done nothing but sully his reputation.
PS. He apparently got drummed off two message boards and one online publication. Not exactly a banner year when you add that to his huge misjudgement in moving shares from Intel to ARM.
PPS. AE also knows how to use a spell checker. ]
American Eagle is doing very poorly this year....
....I'm assuming thats what you mean because that's the only AE that is relevant
For someone who stalks wallis so much you should have seen it. There you go, stop asking for him to comment now please.
wallisweaver • 6 hours ago Flag
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The Humpty Report
Woo Hoo, Humpty posts a revenue beat but unfortunately earnings were just in-line. But it provided a much needed bump for ole Humpty and was almost enough to get AE's investment out of the red.
I was happy to see it because I'd rather see the doom and gloom correction crowd get thumped up over ARM getting adjusted to a reasonable valuation. Earnings for this earnings season have looked pretty good so far and this helps on a continuing positive presentation. So, I'll throw in a couple of "Hip, Hip, Hooray's" and sing a couple of verses of "He's a jolly good fellow" while hoping ARM investors will be savvy enough to lighten their positions in days to come.
While the correction crowd is temporarily on the run, they are not bright enough to be easily discouraged and will be back on any bad news whatsoever to viciously attempt to sell off tech. ARM with its still grossly excessive P/E is still very exposed in this type of environment.
I couldn't help but notice several negative articles in the British press on investing in Humpty. Sentiment has changed - no doubt about it - and Intel has great momentum. A pretty fun day so far but it's still young
No education recap. No positions. No credibility.
You refused to recognize ARM's 24 percent drop recently but now you're crowing about a 7 percent recovery???
I made my ARM commentary earlier. Read it and weep.
And here is a funny headline from our colleagues at MoneyBeat on Wall Street’s reaction: “Apple Earnings: Mortal Profits Disappoint Street”
[But the stock is back in the green slightly AH. ]
Apple’s stock tipped lower after hours, down about a half-percent. That iPad number is going to trouble investors. Last quarter, Cook was quick to remind people how alarmingly fast the product grew — faster than the iPhone, even. He was right, of course. But there’s been a sense of fear that people are starting to realize the limitations of a device that isn’t quite as efficient as a PC and not as portable as a smartphone. (That spells “niche.”) I don’t really think a smartwatch is going to replace this kind of product category.
The Mac even got a shout out in the customary CEO praise paragraph in the press release:
“Our record June quarter revenue was fueled by strong sales of iPhone and Mac and the continued growth of revenue from the Apple ecosystem, driving our highest EPS growth rate in seven quarters,” said Tim Cook, Apple’s CEO. “We are incredibly excited about the upcoming releases of iOS 8 and OS X Yosemite, as well as other new products and services that we can’t wait to introduce.”
1:43 pmAdd a Comment
Mac computers, while a smaller part of Apple’s business, were up 18%. That’s just an interesting number if you consider how often “post-PC” has been thrown around in the past few years. PCs of all stripes are enjoying a little renaissance (driven in part of businesses finally having to trade up from Windows XP machines, but still.) The Mac chugs along too.
1:41 pmAdd a Comment
The iPad remained a dour note, which fell for the second-straight quarter, and it will be interesting to see how Cook explains the performance. Apple said it sold 13.28 million iPads, down 9.2% from a year earlier and shy of Wall Street had expected.
"What's important for Intel is that iPad sales were 13.3 million. Another drop in tablet sales for Apple year over year which is built with ARM technology."
[The iPad really seems like old technology these days. Dual boot tablets are going to take a very heavy toll on the iPad I think. I don't think hanging an Apple-approved keyboard on an iPad is going to do much for the line. It's never going to be a PC. ]
Apple is really about what is in the product pipeline for the rest of the year. Will we see an iWatch. Prolly won't find that out today. So no miss today sets all of that up nicely.
Microsoft is re-structuring. So, everything will depend on how that goes. Given that they should really EOL RT and get rid of it once and for all. They have the big job cuts to talk about.
What's important for Intel is that iPad sales were 13.3 million.
Another drop in tablet sales for Apple year over year which is built with ARM technology.
More proof that tablet sales are not cannibalizing PC sales, especially after Intel reported a very nice growth in their PC division.
It's good to be an Intel investor.
Looks like Intel is where the real growth is more possible now and it's showing.
Sentiment: Strong Buy
most of y'all folks won't never see a penny from this run. You'll semper fi this POS back to $17.00, trust me on this.
marco the genius : - ) Of course, Yinz can prove me wrong by placing a sell order on you position, take a picture of the broker summary, and post it on your profile soze I can see it. Otherwise, MFs, yer as broke as Mike who got in the way of a 50 pound can of ketchup that fell off the shelf, OUCH! I tole em to get Jim to help em.