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rated:
umcsom said:   When AMZN crashes it is going to be spectacular. Who knows when that will be. I stopped trying to guess AMZN.
† How do you define the crash? It was trading for $250 less than couple of years ago even then it was way overpriced. Going down back to $250 would be a crash? or below $100?

rated:
<< MONDAY >> APR 27

before

QSR - Restaurant Brands
SOHU - Sohu.com

after

AAPL - Apple
CHDA - Churchill Downs
CUDA - Barracuda Networks
JJSF - J&J Snack Foods
OSTK - Overstock.com
SIMO - Silicon Motion Technology
SWFT - Swift Transportation
TCS - Container Store
UHS - Universal Health Services


<< TUESDAY >> APR 28

before

AET - Aetna
BMY - Bristol-Myers Squibb
BP - BP
BSX - Boston Scientific
CMI - Cummins
COH - Coach
F - Ford Motor Co
GLW - Corning
JBLU - JetBlue
LXK - Lexmark
MAS - Masco
MRK - Merck
NOV - National Oilwell Varco
PH - Parker-Hannifin
PFE - Pfizer
TMUS - T Mobile
UPS - United Parcel Service
UTHR - United Therapeutics
VLO - Valero Energy
WHR - Whirlpool
WYN - Wyndham Worldwide

after

ACHC - Acadia Healthcare
AKAM - Akamai Technologies
BWLD - Buffalo Wild Wings
CRUS - Cirrus Logic
CLF - Cliffs Natural Resources
ESRX - Express Scripts
GPRO - GoPro
HAWK - Blackhawk Network
HELE - Helen of Troy
KRFT- Kraft Foods
PNRA - Panera Bread
TWTR - Twitter
WDC - Western Digital
X - United States Steel Corp
XOOM - Xoom Corp


<< WEDNESDAY >> APR 29

before

ADT - ADT Corp
ANTM - Anthem
ETN - Eaton Corp
FCAU - Fiat Chrysler
FUN - Cedar Fair
GD - General Dynamics
GRMN - Garmin
HES - Hess Corp
HLT - Hilton Worldwide
HOT - Starwood Hotels & Resorts
HUM - Humana
IP - International Paper
KBR - KBR
LINE - Linn Energy
LL - Lumber Liquidators
LNCO - Linn Co
LVLT - Level 3 Communications
MA - MasterCard
MDLZ - Mondelez
MWV - MeadWestvaco
NOC - Northrop Grumman
NSC - Norfolk Southern Corp
OCR - Omnicare
PCG - PG&E Corp
SAVE - Spirit Airlines
SO - Southern Company
TWX - Time Warner Inc
VRX - Valeant Pharmaceuticals
WM - Waste Management

after

AMC - AMC Entertainment Holdings
ARII - American Railcar Industries
ATW - Atwood Oceanics
BIDU - Baidu
CRL - Charles River Laboratories
ESV - Ensco
GRUB - Grub Hub
LOCK - LifeLock
LQ - La Quinta Holdings
MAR - Marriott International
MTW - Manitowoc
NE - Noble Corporation
NXPI - NXP Semiconductors
PPC - Pilgrim's Pride
SAM - Boston Beer Co
VRTX - Vertex Pharmaceuticals
WMB - Williams Companies
Yelp - Yelp


<< THURSDAY >> APR 30

before

ACOR - Acorda Therapeutics
ADP - Automatic Data Processing
AVP - Avon Products
BWA - BorgWarner
CAH - Cardinal Health
CELG - Celgene Corp
CI - Cigna Corp
CL - Colgate-Palmolive
COP - ConocoPhillips
CTRX - Catamaran
CY - Cypress Semiconductor
DIN - DineEquity
DLPH - Delphi Automotive
HAR - Harman International
IMAX - IMAX Corporation
MGLN - Magellan Health
MPC - Marathon Petroleum
PF - Pinnacle Foods
POT - Potash Corp
PSX - Phillips 66
RDWR - Radware
SHPG - Shire
SNY - Sanofi
TASR - TASER International
Teva - Teva Pharmaceutical
TWC - Time Warner Cable
VA - Virgin America
VIA - Viacom
XOM - Exxon Mobil Corp

after

AIG - American International Group
ATHN - athenahealth
BMRN - BioMarin Pharmaceutical
DWA - DreamWorks
EXPE - Expedia
FBHS - Fortune Brands Home & Security
FEYE - FireEye
FRGI - Fiesta Restaurant Group
FSLR - First Solar
GILD - Gilead Sciences
HABT - Habit Restaurants
JDSU - JDS Uniphase
LNKD - LinkedIn
RGC - Regal Entertainment
SPWR - SunPower Corp
SWKS - Skyworks Solutions
TSRO - Tesaro
V - Visa

<< FRIDAY >> MAY 1

CLX - Clorox
CVS - CVS Health
CVX - Chevron
DUK - Duke Energy
NWL - Newell Rubbermaid
VFC - VF Corp
VNR - Vanguard Natural Resources
WY - Weyerhaeuser

rated:
sandy05 said:   
umcsom said:   When AMZN crashes it is going to be spectacular. Who knows when that will be. I stopped trying to guess AMZN.
† How do you define the crash? It was trading for $250 less than couple of years ago even then it was way overpriced. Going down back to $250 would be a crash? or below $100?

††
It is not obvious that the company will ever turn a profit. What is the stock of a company that is never profitable worth?

rated:
kantscholar said:   sandy05 said:   
umcsom said:   When AMZN crashes it is going to be spectacular. Who knows when that will be. I stopped trying to guess AMZN.
† How do you define the crash? It was trading for $250 less than couple of years ago even then it was way overpriced. Going down back to $250 would be a crash? or below $100?

††
It is not obvious that the company will ever turn a profit. What is the stock of a company that is never profitable worth?


The company could make a ton if it stopped trying to innovate Imo.. i havent looked closely at earnings but what does the core biz of just selling products to people generate profit wise?

rated:
Is this what you wanted to know?† http://www.wsj.com/articles/amazon-swings-to-loss-despite-jump-i...

For just reported quarter...

17% margin for AWS and 1.1% margin for retail business world wide
"Amazon said operating income for AWS was $265 million in the first quarter, just $20 million above the year-earlier total. That follows the companyís pattern of spending nearly all the money it takes in on its various businesses. The operating margin was about 17%.

Operating margin for the quarter, a closely watched metric, was 1.1% of world-wide sales, compared with 0.7% a year earlier and 2% in last yearís final quarter.
"


North America's retail business had a 3.9% margin

http://www.wsj.com/articles/amazon-needs-more-cloud-cover-142982...
"AWS, which made $5.2 billion of revenue over the past 12 months, is growing much more quickly than Amazonís retail business and enjoys considerably better profitability. AWS saw sales climb by 49%, year over year, in the first quarter and its operating margin was 16.9%. That compares with 24% growth and a margin of just 3.9% for Amazonís North America segment."

If North America retail business margins are 3.9% and margins are 1.1% world wide, then does that mean they're losing money in markets outside North America?

rated:
lithopedion said:   I am set for next week AAPL earnings.

STO 63 puts 130 5/1 @ $3.49
STO 67 calls 130 5/1 @ $3.52

If AAPL pins at 130 next week again (unlikely, i know), I achieve my maximum gain of $45k.

† This guy bought $50k worth of calls and plans to double up if† AAPL shows weakness on Monday:

https://twitter.com/CraigScott31/status/591717997129179136

rated:
TonySpero said:   
lithopedion said:   I am set for next week AAPL earnings.

STO 63 puts 130 5/1 @ $3.49
STO 67 calls 130 5/1 @ $3.52

If AAPL pins at 130 next week again (unlikely, i know), I achieve my maximum gain of $45k.

† This guy bought $50k worth of calls and plans to double up if† AAPL shows weakness on Monday:

https://twitter.com/CraigScott31/status/591717997129179136

††
Geez I don't have the balls to make such a one-sided bet. Would be nice to hear which strike price and which expiration date.

Seen enough times when AAPL does opposite of what everyone expects.

Seems like everyone is guaranteeing a blow out quarter and stock blast off.†

It can't be that easy to make bank buying calls next week, can it?

rated:
davef139 said:   
kantscholar said:   
sandy05 said:   
umcsom said:   When AMZN crashes it is going to be spectacular. Who knows when that will be. I stopped trying to guess AMZN.
† How do you define the crash? It was trading for $250 less than couple of years ago even then it was way overpriced. Going down back to $250 would be a crash? or below $100?

††
It is not obvious that the company will ever turn a profit. What is the stock of a company that is never profitable worth?


The company could make a ton if it stopped trying to innovate Imo.. i havent looked closely at earnings but what does the core biz of just selling products to people generate profit wise?

† Their lot of "cash flow" come from depreciation on infrastructure spending. The businesses they are in have very low margins (retail, cloud etc). I don't see them generating any major profits anytime soon.

rated:
lithopedion said:   
TonySpero said:   
lithopedion said:   I am set for next week AAPL earnings.

STO 63 puts 130 5/1 @ $3.49
STO 67 calls 130 5/1 @ $3.52

If AAPL pins at 130 next week again (unlikely, i know), I achieve my maximum gain of $45k.

† This guy bought $50k worth of calls and plans to double up if† AAPL shows weakness on Monday:

https://twitter.com/CraigScott31/status/591717997129179136

††
Geez I don't have the balls to make such a one-sided bet. Would be nice to hear which strike price and which expiration date....

† I did that once in 2012, lost little over that next day. I never buy calls after that...unfortunately.

rated:
coolmind said:   how about interactive brokers? they have 1$ trade fee.
††
You can't beat the prices of IB, assuming you make like a few trades a month.

The interface is pretty complex and not for starters. †

rated:
I don't know why TMUS seems to hide their earnings dates. Either way, I have a few too many shares, but all are covered with covered calls right now (which are in the money at the moment). I'd like to hold some TMUS without the hedge going into earnings, but I'm scared that if there is a disaster, then the ones I have with covered calls would go negative, plus whatever I'd have to buy on monday at ~35/share would be hugely negative. I'm high on TMUS but not sure what to do (other than the fact that I know whatever I do will be "wrong").

rated:
sandy05 said:   
jd2010 said:   Amazon loses 230 million dollars a year, is worth 180 billion.

I lose about 40k dollars a year on loans/tax/living expenses, so I should be worth about 1.04 quadrillion.

† You need to get good accountants to make you worth 1.04 quadrillion .

††
For now, it's just fun to note that my little operation selling random stuff in Amazon's marketplace is about $230,000,025.00 per quarter more profitable than AMZN itself.

rated:
lithopedion said:   
TonySpero said:   
lithopedion said:   I am set for next week AAPL earnings.

STO 63 puts 130 5/1 @ $3.49
STO 67 calls 130 5/1 @ $3.52

If AAPL pins at 130 next week again (unlikely, i know), I achieve my maximum gain of $45k.

† This guy bought $50k worth of calls and plans to double up if† AAPL shows weakness on Monday:

https://twitter.com/CraigScott31/status/591717997129179136

††
Geez I don't have the balls to make such a one-sided bet. Would be nice to hear which strike price and which expiration date.

Seen enough times when AAPL does opposite of what everyone expects.

Seems like everyone is guaranteeing a blow out quarter and stock blast off.†

It can't be that easy to make bank buying calls next week, can it?

† The guy made a killing with SBUX calls, let's see if he does it again with AAPL

https://twitter.com/CraigScott31/status/591335981720166400

rated:
usernamemax20charact said:   << MONDAY >> APR 27
.....

† What are the big bets for next week? other than AAPL!!!

rated:

rated:
TonySpero said:   CLDN should fall hard tomorrow:

http://finance.yahoo.com/news/celladon-says-heart-treatment-fail...

† Some of the downside might be already priced in as stock is down 18% in last 5 days...

rated:
lutgaya said:   
usernamemax20charact said:   << MONDAY >> APR 27
.....

† What are the big bets for next week? other than AAPL!!!

Here are a few high beta stocks along with a few that, from what I can remember, have had pretty good action in the past after reporting:

AAPL, TMUS, UPS, WHR, BWLD, CRUS, GPRO, PNRA, TWTR, MA, BIDU, GRUB, NXPI, Yelp, CELG, CL, HAR, TASR, EXPE, FEYE, GILD, HABT, LNKD, SWKS, V, CVS


LL (Lumber Liquidators) reports too. Should be interesting to see how sales were affected by the 60 minutes investigation piece.

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