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Talking stocks, trading, and investing in general - Page 549

post #8221 of 11202
Quote:
Originally Posted by djblisk View Post


It feels like that to everyone because your misses are forgotten since don't have a stake.

 

In 2 short weeks, sentiment from the fear of losing money/being over invested  to now the fear of missing out/being under invested.

 

The fear of missing out will *not* be forgotten and will cause participants to be tilted.  Until the next drop.

post #8222 of 11202
VRX about to face 4 class actions ...
post #8223 of 11202

...


Edited by MSchapiro - 10/25/15 at 7:17pm
post #8224 of 11202
Quote:
Originally Posted by the shah View Post

VRX about to face 4 class actions ...
Well, that was pretty much a given. I have no view on the veracity or lack thereof, but the filing of some opportunistic class actions at this point in time is a total non-event.
post #8225 of 11202
I doubt you'll have the answer for this, but can you possibly comment on why it's taking the company this long to address all these allegations?
Edited by GreenFrog - 10/25/15 at 6:26pm
post #8226 of 11202
Unrelated to the VRX discussion, but fuck, man, I'm really nervous about AAPL earnings. I have some serious gut feeling doubts. I'm tempted to just sell and eat whatever losses I have right now.
post #8227 of 11202
...

Edited by MSchapiro - 10/25/15 at 7:17pm
post #8228 of 11202
Thanks. I know they issued such statements initially, but I'm talking about having this full-on conference call where the CEO addresses everything, point-by-point.

I understand needing a day to run everything by audit and legal and everything.. but come on, these are HUGE allegations. Taking four days seems a bit long to me. Perhaps I'm being idealistic.
post #8229 of 11202
...

Edited by MSchapiro - 10/25/15 at 7:18pm
post #8230 of 11202
I'm going to buy $100k worth of VRX on margin tomorrow.
post #8231 of 11202
Usually a note from Citron doesn't knock out 40% in the first day. But it did for VRX, indicating how over momentum oriented the name is.

Citron's call is very inconsistent with their fact checking. But gotta give them credit for being a famed short caller.
post #8232 of 11202
Quote:
Originally Posted by GreenFrog View Post

Unrelated to the VRX discussion, but fuck, man, I'm really nervous about AAPL earnings. I have some serious gut feeling doubts. I'm tempted to just sell and eat whatever losses I have right now.

It's going to be a mess accounting wise due to Apple's new subsidizing program. It's going to trade base on iPhone volume.

You could always get a good sense of Apple by looking at their major suppliers.
post #8233 of 11202
Quote:
Originally Posted by chogall View Post

Usually a note from Citron doesn't knock out 40% in the first day. But it did for VRX, indicating how over momentum oriented the name is.

Citron's call is very inconsistent with their fact checking. But gotta give them credit for being a famed short caller.

Momentum is massive in this sector, was amazing watching nearly every name sell off with similar models like Allergan, Endo and Concordia. I think some of the older names in the pharma sector feel less of this effect but I am not too sure they deserve it.

 

I am much more enthusiastic with the current price level of the sector than I was a few months ago. I think technically there could still be some downside, but overall I now feel like it is a strong long term bet rather than priced to perfection.

post #8234 of 11202
Quote:
Originally Posted by chogall View Post

It's going to be a mess accounting wise due to Apple's new subsidizing program. It's going to trade base on iPhone volume.

You could always get a good sense of Apple by looking at their major suppliers.

One encouraging sign is that trade in volumes for older iPhones spiked like crazy with the 6s -- more so than when the 6 came out.

I don't know if suppliers are all that accurate because their results are based on apple's forecasted sales volume before a release. Also, their supply chain is so complex that I believe it when Tim Cook says not to extrapolate sales based on individual suppliers' fluctuations.
post #8235 of 11202
Quote:
Originally Posted by GreenFrog View Post

One encouraging sign is that trade in volumes for older iPhones spiked like crazy with the 6s -- more so than when the 6 came out.

I don't know if suppliers are all that accurate because their results are based on apple's forecasted sales volume before a release. Also, their supply chain is so complex that I believe it when Tim Cook says not to extrapolate sales based on individual suppliers' fluctuations.

Believe it or not, AAPL does single source quite a bit of their components. And of course, there's lead time and inventory time involved before getting realized as revenue.
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