Monday, July 21, 2008

Gut Instincts realized

AAPL fell despite another record quarter... its the guidance... otherwise i do think in a couple weeks (maybe days), the buyers will be back when they digest the significant shift towards Macs & iPhones, iPods are now an afterthought. They cant keep enough iPhones in supply... but you have some people planting a few seeds of doubt in the stock with questions about Steve Jobs health and the next CEO. What a nice set up for bulls... i say over 200 again in January... possibly October... ha! I would be surprised if i get my $ back on that Oct250call.(update: to clarify i was tossing some sarcasm) but i think there is HUGE upside... just not in the near term

SNDK: fell like a rock. finally a put in my favor... mind you its been over a week since i grabbed a real winner.

AXP: my suspicions were incorrect, i missed the put of the day.

1 comment:

Gio said...

SNDK ... jackpot! Nice. SITFI!