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Zillow, Inc. Message Board

wantstoretireearly 69 posts  |  Last Activity: Sep 25, 2014 3:16 PM Member since: Jun 28, 2000
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  • Reply to

    GTAT in a Bear Market...

    by renaissancekid Sep 25, 2014 11:55 AM
    wantstoretireearly wantstoretireearly Sep 25, 2014 3:16 PM Flag

    Kid, in a bear market a high beta, tech stock like GTAT will get slammed and that won't change until they can demonstrate consistent profitability. In a bear market, non profitable companies get hit hard and even profitable ones see a big shrinkage in P/E ratios. Sept and Oct are typically scary times for stocks - some of the biggest corrections take place in the fall including the crash of '29. I would advise caution and also do not go out on margin. That said many of the pros who thought a crash was coming have been proven wrong so far, but eventually they will be right. It is the nature of markets and this bull market is VERY long in the tooth. I would not be surprised at all if a major correction is on the way. These are typically good for markets in the long run. Much depends on your investing time frame. Are you a true long investor willing to wait years for your thesis to be proven right, or not?

    Sentiment: Hold

  • Reply to

    Utterly Amazing how people forget our history

    by demerson09 Sep 24, 2014 10:28 AM
    wantstoretireearly wantstoretireearly Sep 24, 2014 11:18 AM Flag

    Smart, I was going to buy at the dip but then got distracted at work. Nice buy

    Sentiment: Hold

  • Reply to

    Won't be able to buy this cheap again

    by cbt_58 Sep 23, 2014 3:56 PM
    wantstoretireearly wantstoretireearly Sep 23, 2014 4:11 PM Flag

    That's my dilemma - should I buy more now or wait until the 29th? I made some buys when the stock crashed and most of those are still under water. But I want more shares and want to average down. My gut tells me that the news won't be terrible on the 29th. If that's the case, the stock will rally, possibly hard. But if there is an unexpected revision of revenue estimates, there will be more selling. Am liking that on a big down day for the market, GTAT is rallying after a very nice bounce yesterday. If it continues to climb tomorrow, will buy some more I think but will keep some powder dry for the 29th.

    Sentiment: Hold

  • Reply to

    We will see $15 by Friday

    by juliusbeoris12 Sep 23, 2014 11:11 AM
    wantstoretireearly wantstoretireearly Sep 23, 2014 2:58 PM Flag

    Keep dreaming. Aint going to happen. After the pounding this stock took, it will take a while for the price to come back, unless there is very good news at the Sept 29th call.

  • wantstoretireearly wantstoretireearly Sep 22, 2014 3:42 PM Flag

    Congrats on your trade. But I am an investor, not a trader and I am very willing to wait a few years to see this story play out. And when it does, I'll be able to buy more than a Model S

    Sentiment: Hold

  • wantstoretireearly by wantstoretireearly Sep 22, 2014 2:44 PM Flag

    Looks like signs of a bottom. My high beta stocks are getting crushed but GTAT is flat and just had an incredible pop from being 2.5% down. Certainly feels like a floor is being set if the market doesn't have a hissy fit.

    Sentiment: Hold

  • Reply to

    Why IPhone 6 matters so much for GTAT

    by microvsn Sep 22, 2014 9:51 AM
    wantstoretireearly wantstoretireearly Sep 22, 2014 10:18 AM Flag

    A big reason to watch iPhone 6 sales is that every owner of a 6 is a potential buyer of the watch. They two must go together.

    Sentiment: Hold

  • Reply to

    Don't try catching this falling dagger

    by corning2retire Sep 19, 2014 12:13 PM
    wantstoretireearly wantstoretireearly Sep 19, 2014 12:20 PM Flag

    Have to agree with you. I am a buyer at $10 at this point. The pain is not over but its close. But then the stock could be dead money for a while unless there is really unexpected good news. When a stock gets beaten down like this, it often takes a long long time for investors to have the confidence to jump back in. I plan on holding for at least 1 - 2 years personally.

    Sentiment: Hold

  • wantstoretireearly wantstoretireearly Sep 18, 2014 2:15 PM Flag

    Still a falling knife. Will not buy more until after the 29th at this point. All of my recent buys are under water.

    Sentiment: Hold

  • wantstoretireearly wantstoretireearly Sep 18, 2014 2:13 PM Flag

    Will be red today on a big up day for the market. When the market has a big down day, GTAT will fall more. I don't think the bottom is close to in yet - we could easily go under $11 :(

    Sentiment: Hold

  • wantstoretireearly by wantstoretireearly Sep 18, 2014 10:59 AM Flag

    Damn yahoo won't let me past the linkl. Google Why Apple Didn’t Use Sapphire iPhone Screens by Bajarin.

    Thoughtful and well researched.

    Sentiment: Hold

  • Reply to

    Apple Insider article.....

    by gochil Sep 17, 2014 11:14 AM
    wantstoretireearly wantstoretireearly Sep 17, 2014 3:08 PM Flag

    BTW, note that this article refutes Margolis. If this is really the case then it means that GTAT's revenue picture should not change substantially.

  • Reply to

    AAPL has the right to change their mind

    by crazywhisker Sep 17, 2014 1:59 PM
    wantstoretireearly wantstoretireearly Sep 17, 2014 3:06 PM Flag

    Very well said. This is my thesis too and I am sticking with it until I hear otherwise from the company.

    Sentiment: Hold

  • Reply to

    Apple Insider article.....

    by gochil Sep 17, 2014 11:14 AM
    wantstoretireearly wantstoretireearly Sep 17, 2014 2:14 PM Flag

    From the article

    Citing unnamed sources, Tim Bajarin of Time reported on Wednesday that sapphire was "never targeted for the iPhone 6 or iPhone 6 Plus." Customers holding out hope for a potential sapphire cover on next year's iPhone should also reconsider, as he revealed that the hardened material's role in future iPhone models "hasn't even been decided yet."

    The reasons that Apple didn't use or even seriously consider sapphire for this year's iPhone are numerous. AppleInsider detailed many of the issues associated with sapphire back in June, including the facts that it's expensive, it's heavy, and it's prone to shattering when dropped.

    Bajarin's report directly refutes one analyst who attempted to claim that sapphire missed the cut on the iPhone 6 and iPhone 6 Plus designs by a matter of "weeks," before last-minute issues led Apple to choose ion-infused Gorilla Glass. But that analyst, who focuses almost exclusively on Apple's relationship with sapphire maker GT Advanced Technologies, was supremely confident that every iPhone 6, iPhone 6 Plus and Apple Watch would all include sapphire covers, which they do not.

    Investors and tech enthusiasts alike were excited by the news of a $578 million contract between Apple and GT Advanced Technologies for sapphire. They hoped that the two companies may have secretly discovered some sort of breakthrough that would allow Apple to build entire iPhone displays, and potentially even iPads, out of the material this year, all while keeping up with overwhelming consumer demand for those products.

    Sentiment: Hold

  • Reply to

    From IR today..

    by ndprops Sep 17, 2014 1:24 PM
    wantstoretireearly wantstoretireearly Sep 17, 2014 1:35 PM Flag

    Thanks for making the effort

    Sentiment: Hold

  • Reply to

    Oversold with fear.

    by ethicalysound Sep 16, 2014 9:44 AM
    wantstoretireearly wantstoretireearly Sep 16, 2014 10:50 AM Flag

    Dont' forget Netflix. I bought some at $68 when it crashed and then stupidly sold way too soon. Agree there are multiple examples, but there are also examples of stocks that crashed and never really recovered.

  • Just shy of 30,000 of the December 11 puts changed hands, compared to the previous open interest of 1,667. The puts were bought in two blocks of 12,500 for $1.35 and $1.40.

    Seconds after, 850,000 shares of GTAT were bought for $12 even. The delta of the stock balanced that of the options, creating a directionally neutral strategy that is looking for a big move higher or lower and/or for volatility to be greater than that implied by the option price. (See our Education section)

    GTAT was just shy of $19 two weeks ago but yesterday fell 7.33 percent to $11.88, its lowest close since mid-February. The stock fell sharply last week after Apple disclosed that the iPhone 6 would not include sapphire glass produced with GT Advanced's furnaces, though it will be used in the new Apple Watch.

    Sentiment: Hold

  • wantstoretireearly wantstoretireearly Sep 14, 2014 10:27 AM Flag

    I have positions in Sune spwr csiq fslr and sol. Am not clear on which Chinese solar producers will do well but keeping a close eye on Yingli as well. Good luck to both of us. Like you I believe thar solar power over the next 10 years will experience incredible growth and the right investments here will make investors rich.

  • wantstoretireearly wantstoretireearly Sep 14, 2014 10:23 AM Flag

    Completely agree with you and as the article you posted today on Germany's incredible development in renewables shows, it's already happening in one of the most advanced economies in the world. No amount of fud from the oil industry will be able to stop an idea whose time has come. I hope that gtat will be a big beneficiary. I originally got into gtat for its solar business.

  • Reply to

    Bleeding Stanched

    by stingray7779 Sep 11, 2014 10:48 AM
    wantstoretireearly wantstoretireearly Sep 11, 2014 1:15 PM Flag

    So true and something that the traders and momo investors do not understand. In the short term, the market is a voting machine, in the long term a weighing machine. Ignore the short term noise if you are a true investor. GTAT's story is just getting started. Like many hot stocks, it got ahead of itself but the fundamentals are still very much there. That's my thesis until the CEO tells me otherwise.

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