04/23/2010 白天灌水

AGA7d

说实话，苹果这个ER是最近几个ER里beat最少的，但是又是ER涨最多的

所以重点还是mm咋解释
xiaoyaoxl 发表于 2010-4-23 13:26

    AAPL's YOY earning growth is a magic number - cannot judge by how much it beats

ppteam

now what? any trades in here are just gambles.

AGA7d

As a bear, I am counting on the next retail and home sale number.

ppteam

only 9 pages today?! wk

zeebra

To those who are thinking short AAPL, you need to think twice before shorting.  
AAPL is different AMZN, which has PE of 70 even after today's falling.  That means investors had high expectation for AMZN.

Diffusion

Add some water ...

sfbayarea

苹果季报好，涨涨也正常。但微软和亚马逊的都算差，早盘时都没咋跌 - 特别是亚马逊的，盈利预测和期望值差那 ...
AGA7d 发表于 2010-4-23 13:11

   Apple marketing too smart, new iphone leak before er

AGA7d

AMZN and AAPL are quite different - retail is a low margin biz while AAPL enjoys 暴利 in almost all its products. Therefore, funds love AAPL much more than AMZN.

我是谁

i am a bull and a bear both,  most of the days
i better call myself  a thief

Simpletrader

Seasonality, agriculture group should go up in the spring, because the ...
sfbayarea 发表于 2010-4-23 13:28

will it bounce back from 200sma?  ER is next week.  So far, I am not sure if it will go there or not before ER.

tracy

水量不够，market还要涨。

AGA7d

i am a bull and a bear both,  most of the days
i better call myself  a thief
我是谁 发表于 2010-4-23 13:40

No matter how - unless you DT, you need to have a theme (buy mode or sell mode) in a certain period. Now I am emboldened to short by seeing the volume - not 10 days ago.

zeebra

Market will go higher next week!!!

OEX Put/Call ratio = 0.387 (smart money is very very bullish at this moment)

我是谁

水量不够，marker还要涨。
tracy 发表于 2010-4-23 13:42

    long time no see

tracy

long time no see
我是谁 发表于 2010-4-23 13:43

AGA7d

Market will go higher next week!!!

OEX Put/Call ratio = 0.387 (smart money is very very bullish a ...
zeebra 发表于 2010-4-23 13:43

    Is it a very reliable signal?

happyface

星哥怎么没来?

bendzhao

add water

zeebra

Is it a very reliable signal?
AGA7d 发表于 2010-4-23 13:44

    I don't have an signal. Just the internal sentiment of the market. Let's take a look at bond yields.  it also tells me that the mkt will go higher.

vivian7899

股市是由强盗和小偷组成的，大户是强盗，散户是小偷。