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Posts by RedLeg

 I'm 25. Bought my 1st stock when I was in 5th grade with paper route money. Curse you Dell! I have a high risk tolerance, but recognize the benefit of long term yield plays given my age.
Is CG a guilty pleasure of this board? I'm usually not one to go for any brand that puts a giant patch on the arm, but am struggling to find another brand that is as warm and doesn't look baggy.   Would probably buy the chateau
 I just turned 25. Most of my friends opt not to contribute to their 401k either because they are paying down student loans or spend every $ they make. There's a real emphasis on experiences over physical assets.
 What oil stocks do you like? I've been getting killed in US refiners as their crack spread as narrowed. Shale plays scare me because I think the Brent WTI spread continues to narrow. Been looking at COP
 From what I gather, Apple had given them a ~$580mm pre-payment to ramp up production of certain products. Apparently Apple called that money back because GTAT failed to hit certain performance targets (i.e. Apple wanted out of the deal). GTAT couldn't pay the money back.
Hope no one was in GTAT. That one caught me by surprise.   They must have gone all in on winning that iPhone 6 screen
 Larger funds are all about institutional money. Smaller investors get in due to relationships they have with fund partners. We have a friends and family fund for example that co invests alongside our main fund. You don't get to $5 billion in 100k chunks
 I agree that Apple Pay is a great opportunity for them, I just don't see it being a major driver in the next 6 - 12 months. It will take some time to ramp, and Apple is such a giant company it takes a really large amount of incremental revenue to move the needle. Apple traded at 10-11x P/E back in early 2013, so their trading multiple can certainly contract from here. All it takes is a little doubt about the growth story to creep in and you'll see the stock start to fall....
  I was in Apple since the end of 2012 / early 2013. I sold my entire position last week. My concern here is that everything positive is priced in. The news from the iPhone 6 launch has been great (record sales, higher margins on the 6 plus, etc.), but the stock has gone nowhere. Any bad news and I think she pulls back. I don't see any announcements on new iPad's or Apple TV moving the needle upward either. I'll be a buyer again in the mid 80's.
 Your loss would be the drop from 90 to 80, less the premium you collect when writing the option
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