AAPL

Discussion in 'Options' started by oldnemesis, Jan 27, 2016.

  1. http://finance.yahoo.com/news/apple-iphone-sales-weaker-expected-220130131.html

    http://www.reuters.com/article/us-apple-results-idUSKCN0V42P9

    http://finance.yahoo.com/news/setting-iphone-record-apple-forecasts-214631027.html

    http://finance.yahoo.com/news/apple-ceo-tim-cook-were-222946752.html

    http://finance.yahoo.com/video/apples-iphone-sales-miss-investors-030607910.html

    http://www.marketwatch.com/story/heres-why-the-news-about-apple-is-so-bad-2016-01-26

    http://finance.yahoo.com/echarts?s=AAPL+Interactive#{"range":"5y","allowChartStacking":true}

    Trade:
    with AAPL at 100.00
    Jul 125/130 bear call spread for a net credit of $35
    Yield = 35/465 = 7.5% in 170 days or 16% annualized
    Prob = 83%
    Expectation = .83(35) - .14(465) - .03(233) = 29.0 - 65.1 - 7 = -43.1

    Price................ Profit / Loss........... ROM %
    74.99...................... 35.00................. 7.50%
    90.00...................... 35.00................. 7.50%
    110.00.................... 35.00................. 7.50%
    125.00.................... 35.00................. 7.50%
    125.35...................... 0.00................. 0.00%
    127.14................. (179.30).............. -35.86%
    130.00................. (465.00).............. -92.50%
    150.00................. (465.00).............. -92.50%
    160.00................. (465.00).............. -92.50%
     
    Last edited: Jan 27, 2016
  2. Zestilio

    Zestilio

    Here are the numbers from Apple versus analyst expectations:

    Q1 EPS: $3.28 versus expectations of $3.23

    Q1 revenue: $75.9 versus expectations of $76.6 billion

    Gross margin: 40.1% versus expectations of 39.9%

    iPhone unit sales: 74.8 versus expectations of 75 million

    iPhone ASP: $690 versus expectations of $674

    iPad unit sales: 16.12 million versus expectations of 17.3 million

    Mac unit sales: 5.31 versus expectations of 5.8 million

    Q2 revenue guidance: $50-$53 billion versus expectations of $55.7 billion
     
  3. biggest profit in a quarter for any company in difficult macro conditions but the focus will be on the negatives! Holding long
     
  4. These folks that are selling today are unreasonable, what is the point? The $100 price already included "bad" earnings, why to sell it "again"? I just don't understand.
     
  5. I am surprised to see the gap down in AAPL today. I agree with Fletcher... the 'disappointment' was already in the price.

    On the other hand I don't see AAPL as a 'bargain' either. Where are they going from here???

    http://stockcharts.com/h-sc/ui?s=aapl
     
  6. toc

    toc

  7. Last edited: Jan 28, 2016