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Apple Inc. Message Board

  • squeezetracker squeezetracker Nov 28, 2012 9:17 AM Flag

    List of $50-100 Apiece Catalysts before end of February


    let's start with the chase into year end for those who didn't get the email...

    Portfolio managers, thousands of them, are collectively taking this back to $700 by EOY to salvage their 2/20 for 2012. Having missed the runup through October on this and the many big growth stories, they got VERY short to slam the Oct/Nov rundown, and are now back to leveraged long to salvage the year. Simple stuff. ROFLOL

    As for the $50-100/share Catalyst List, in no particular order except to say news is coming on all soon.

    1. Smashing Guidance (historical practice)

    2. Samdung/other Settlements (royalty fee annuity)

    3. iTV Announcement

    4. China Mobile Timing

    5. Special Dividend before EOY

    6. Huge Share Repurchase Plan Announcement

    As articulated on the GNCR story, we have no concerns for the pros short this story -- they are either hedged or deserve to have their funds slammed with losses and redemptions. But we do feel bad for retail investors betting this is going to shakeout pullback more than peanuts again... even Grundlach cried uncle... seriously now, it must be hard to sleep being unhedged short on this story when it is trading at 8x EPS (net of cash effects) and there are so many upside catalysts coming through the windshield at any moment.

    As for the little pullback yesterday? The pause that refreshes prior to AAPL taking the shares higher into EOY.

    Sentiment: Strong Sell

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