January 23, 2013

THE BUM AND THE BEAUTY: APPLE AND NETFLIX SWITCH ROLES $AAPL $NFLX $GOOG

It is a sign of the times. Call it a tale of two stocks after earnings.

Both Apple (AAPL) and Netflix (NFLX) reported earnings after the close. It is said that a picture is worth 1,000 words. The chart tells the story better than any words can describe. There is a mind boggling 43% differential in the performance of the two stocks after hours. Just imagine if you were short Apple and long Netflix going into earnings, you would have realized a 43% gain in 90 minutes. Of course I was not clairvoyant enough to capture the trade.

I came into the earnings long Apple and with the intent to buy Netflix.… Please click here or the title below to read more.

January 23, 2013

STOP ZONE ON FACEBOOK $FB

This post was just published on ZYX Short Sell Change Alert.

Now there is a fill on FB for a 10% tranche. Consider a stop zone of $33.61 to $33.78.… Please click here or the title below to read more.

January 23, 2013

THE SINGLE MOST IMPORTANT DATA POINT IN APPLE EARNINGS $AAPL

Apple will report first quarter earnings after the market close today.

Apple has become a battleground stock. Earnings will provide lots of data but will not settle the debate about Apple’s future. The obvious question is, “What should investors do with the onslaught of data related to all things Apple?”

The single most important data point to focus on is the number of iPhone sales. The consensus is 48 million. Most estimates range from 45 million to 50 million. The latest negative sentiment is bringing down the whisper numbers for iPhone sales. Some whisper numbers are in the range of 43 to 45 million.… Please click here or the title below to read more.

January 23, 2013