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-   -   October [censored] thread (http://archives1.twoplustwo.com/showthread.php?t=513878)

NLSoldier 10-07-2007 06:58 PM

Re: October [censored] thread
 
anyone have thoughts on china digital tv holdings? (stv)

Parallax 10-07-2007 08:53 PM

Re: October [censored] thread
 
I love Apple right now. Random thought for the day.

ahnuld 10-07-2007 10:16 PM

Re: October [censored] thread
 
[ QUOTE ]
I love Apple right now. Random thought for the day.

[/ QUOTE ]

why? Its trading at a huge multiple to even the most optimistic future growth expectations.

Parallax 10-07-2007 11:18 PM

Re: October [censored] thread
 
Got in at a nice entry point, ???, profit.

stevepa 10-08-2007 12:19 AM

Re: October [censored] thread
 
[ QUOTE ]
Got in at a nice entry point, ???, profit.

[/ QUOTE ]

I'm pretty sure ahnuld's point is the "???" should be "sell"

fees 10-08-2007 02:17 AM

Re: October [censored] thread
 
I like gamestop until dec 15th. They are still growing and this is their busy season. I feel like the market will trade it to equiliberium by mid Dec when people realize how well they've done. Thoughts?

ahnuld 10-08-2007 10:09 AM

Re: October [censored] thread
 
[ QUOTE ]
Got in at a nice entry point, ???, profit.

[/ QUOTE ]


Nice, I got allin with a flush draw vs a set last night, ???, won the hand and made money. So it must have been a good play right? I mean, I made MONEY.

Parallax 10-08-2007 10:30 AM

Re: October [censored] thread
 
Wow bitter much? I thought this was the "talk about whatever the [censored] we want to" thread. I made money on Apple, good for me.

ahnuld 10-08-2007 10:42 AM

Re: October [censored] thread
 
What bitterness are you talking about? You said you "love apple now". Not that you made money on it. Sorry for not inferring what you meant and offering congratulations. Im just pointing out why I feel its silly to "love apple now". My view that its overvalued is just an opinion and I expected you to offer a rebuttal that would hopefully provide some insight into apples potential that I wasnt aware of. Instead you offered the fact that you made money on the trade in the past as proof. So I brought up a proper analogy to poker pointing out the flaw in that way of thinking. Yeah, but im clearly bitter

Parallax 10-08-2007 10:49 AM

Re: October [censored] thread
 
Nowhere in your original post did you say "Here are my thoughts on why Apple is overpriced and please give a thorough rebuttal to my opinion." I don't claim to be anywhere near the level of guys like you, Barron, DesertCat, etc.. for understanding the market.

I would honestly love to hear why you think Apple is overvalued. You may be absolutely right and I wouldn't know. The reasons I am bullish on Apple are:
3Q earnings look very promising.
holiday season is always excellent for them.
still have a very small slice of the home PC market which will increase.
obviously have a very tiny slice of the cell phone market but I believe that will also increase exponentially in the next few years.
Apple's ability to maintain the "cool" factor, which is rare as companies grow IMO.


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