ZOES and RH are quite speculative. HAIN is a good one. It has been pulling back since its stock split on Dec 29. HAIN is a good play on healthy eating, one of my 3 major long term trends. HAIN does get 40% of its sales outside the US, but most of it is from the UK which the Pound has faired much better then other currencies.
People will still take prophets todd. I wouldn't be surprised to see this run to $84-$85 before or after AAPL reports and then back to the low 80's or maybe even 80 again.
I believe dips will be shallow now, given the recent guidance and now that we're over $80, cheetah...like 2% - 2.5%. Again, unless some macro news hits all stocks.
I agree todd. If SWKS runs up more after we hear from AAPL I'm either going to buy more Puts or sell part or all and buy it back after it retraces. We're due for profit taking and I wouldn't be surprised to see it slightly under $80 again before resuming it's uptrend. I hope it pops another $2 when AAPL reports. Timing will be key in pulling this off.
Agree. Adding below $80 will be the play for me. I last bought premarket Friday at $78.50. I buy and hold for long term. I will nibble on any price under $79.50 at this point unless some negative market macro issues arise. In this case, I will be more patient.
Never have been able to validate comparing the stocks of two companies when the market caps are sooooo far apart...$662b vs. $15b. SWKS figures to be far more volatile, but with tremendous growth potential. AAPL is a much lower beta with a relatively lower growth potential, but a more stable pps. Ones investment goals and objectives would be very different for each, so why would one choose between these two stocks. Invest in both to balance your portfolio, or choose between high beta and low beta as a strategy.
Yes why do you own SWIR ?...it was strong more than a month ago and has since tanked...sell off was strange and on no news.
AAPL and SWKS are my two largest positions...ask this question AFTER AAPL reports....I always wait a day or two before making buying decisions after a report.
Anyone wanna bet? They are at the forefront of the Internet of Things, boys and girls. Double down. You heard it here first. Stay thirsty, my friends :)
Sentiment: Strong Buy
Channel concerns?!? Perhaps you should listen to the last several quarterly earnings calls. You will find there are enough themes proving SWKS competitive product preeminence to choke a horse. I'll just point you to one nugget (my favorite btw) in the CC, but then you're on your own:
ALDRICH: "I will say that we continue to see dramatic changes in the competitive dynamics in the market, for a couple of reasons. One is that, the simple reality is that, our customers don't want, in fact many cases don't know what to do with discrete components.
Even the best in breed companies with whom we used to compete are unable to compete, many of them, in these advanced system architectures. That's allowing us to capture content, simply because we have a solution, a breadth of product, and we have scale in this solution dynamic. We understand it, we approach it as a system, not as a bag of chips, if you will. That's helping us."
Sentiment: Strong Buy
to provide proof of their "lies" about me mostly - i meant to write in my above reply - i forgot to include the word: "lies" lol