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Wednesday, August 5, 2015

Chart - $aapl

Supports are breaking. Seen this rodeo before. Ultimately the monthly 38sma held the support.

Are we in for a similar move? idk

Apple is the stock perpetually undervalued and if it's services (and ecosystem effect) were valued anywhere near others, it would already be a trillion dollar company. 

Given the strength of the ecosystem and services, a move toward 90 is doubtful.

Looking for a bounce toward the 10sma. 

Tuesday, July 28, 2015

Graphs - $twtr

Numbers look solid. Good revenue growth, stable GM (but want to see them in the 70s) and reduced yr-yr operating losses. 

AH punishment is dumb.

Thursday, July 23, 2015

Graphs - $amzn shuts up bears, hard

Increasing revenues, margins and a profit. Yes, profit. Deserves its move.

Tuesday, July 21, 2015

Trades - $aapl dumb sell off

Better margins. (Beat guidence.)

Cash at all time highs.

iPhone has room to expand share.

This looks like a buying opportunity 

Graphs - $yhoo decent report

GM slightly declined again, but revenue growth seems to be outpacing cost. Need another quarter or two to confirm, but recovery seems present. 

Monday, July 20, 2015

Charts - $ibm waiting for Godot

Waiting for ibm to turn around is like waiting for Godot. I mean, wtf almost every quarter was a miss with Rometty at the head. The numbers are not moving in ibm's favor. The bigger question is where will the dust settle. Given how bad the numbers were, 160 would not be surprising.

Graphs - $ibm

Moving in the wrong directions. Even gross marnings, when normalizing for legacy hardware, wrong direction.