and yet u said u wanna gamble 10%? Seems like making no sense when u yourself talking about relative performance/value.

My LVS tanked super low, cut loss. and move on to another counter. No need to whine and rant about it just like you did on AAPL.

Yah man. Really lousy quarter for LVS.
I didn't buy insurance but short LVS $35 puts. If this thing stays below
$35 by this Friday, then I'm forced to own it at $35.

Friday US reporting their quarterly GDP

Next week Uncle Ben meeting

I foresee wild wild swings

Good luck

You are hopeless. Someone please explain to this guy. This is going to be my last reply until next quarter.

I said based on my model(i made the prediction before the earnings report), i predicted a blowout earnings hence i am gambling 10% of my portfolio. Note i use the word gambling as it might go up or down which i am not certain.

and you compare aapl to samsung, so i said relatively(performance), aapl is holding up well. what has gambling got to do with relative performance?? Who is making no sense here??

and now after LVS release their latest report you said you cut loss, surprise eh? The last time I challenge you, you mention that you short the stock before the stock fall. wonderful isn't it? I made my position and prediction known before the report. and you are just opposite, thats the difference. Forumers can judge.

And last, you don't put money in your mouth, keep on bs about how bad aapl is, why not short the stock long term? Think its going to run down to 400 - 500 level? put words into action else stop whining. words are cheap.

Don't worry guys.. the market is doing its thing. Sometimes you're right, sometimes you're wrong.
Just gotta to know your risk tolerance here.

Right now, market wants to go back up. We're still in good trading range.

Both AAPL and LVS got that gap to fill. Lots of people are going to sell into that for any pop.
So, let see how it goes.

Now good chance for LVS. But is it "good" or "bad" moving forward? 50:50 chance game? This slowdown in Asia(mainly China) will sure end in few years time, maybe 2 or 3 years. But the competition in Macao also will be increasing.

As for fruit case. If iphone5 not meeting the "highest standard" of market expectation, that it could be a huge problem for Apple. Samsung already eats up large market shares by S3. And the Note2 may shoot in before iphone5 launching to further eats its market share. The competition is tough here.

This post has been edited by yok70: Jul 27 2012, 01:17 AM

so u are very bright. Hah!
what wrong with Samsung factor? and u start all the whining about relative what gibberish blabber.
Open ur eyes wide and read up Samsung vs Apple thingy. Oh, better still i spoon feed u, nah here > http://www.reuters.com/finance/stocks/AAPL...ey-developments
Sudah la.
and what the fark wrong with cut loss?
Envy is an insult to oneself.

Yes indeed (as in good chance for LVS) I think if you're long term investor, the price here at 12 months low is good value ($35~$36) given forward PE at 15. Not to say it won't make another dive down due to other concerns (or manipulation ) but I think this perceived "slowdown" in China is just a short term thingy. IMO, China's GDP growth rate between 7.5%-8.5% is still pretty good and Chinese govt knows any more intentional "braking" could turn into hard landing for them. They already cut their rate twice within the 30 days window (June/July) but perhaps came too late for past quarters.
It may just take another month or so for this to kick in.

After reading thru LVS latest Q2 report, the lowered than expected earnings were attributed to lower house wins and some other legal fees and expenses that they have to write down. Nothing major about slowing down in visitors. In about 60-90 days, the new assets in new Cotai area could potentially bring even more revenue for them. Singapore's revenue came in as expected as well.
At this time, I think the analysts who had high balled expectations need to lower them so that LVS can beat them easily.

This post has been edited by danmooncake: Jul 27 2012, 10:21 AM

Some of the Research Analyst conflicting with each other. One call BUY, the next day another one call HOLD or SELL. Although its understood that every analyst have different views. These are for 2nd tier stocks.

For top tier stocks like Apple, analyst put extraordinary price target $800 some even $1000 in 12 months.

Indeed..imo, those analysts are nuts. Just too much love..but now it goes to the penalty box and forced to wait.

Anyone look at FB lately? It's being punished severely now.

No thanks

Look at the virtual farm creator Zynga price chart

Scare scare oledi

me, as a investment purpose though instead of trading purpose. but I think they deserved the penalty. The most pity are those retail investor.
Last time i made some loss, hopefully this time can catch better bottom.

Vodafone dividends coming on 1st August.

Hmm..about time. My significant other acct got paid in 1.08465/shr
in February. Since VOD owns VZ, it will be sweet payoff for VOD.
Let's hope VOD will continue to increase divi pay off.


My other gamble/gaming stocks are recovering... :

MPEL = 10.50 (avg 9.50)
LVS = 38 (avg 37)

Time to take some off and lock in profits..

The bad AAPL also recovered.. 596.



This post has been edited by danmooncake: Jul 30 2012, 09:54 PM

Wow, good trade on MPEL. Mine is higher on both. LVS at average 43

Good thing, I've locked in my profits yesterday.
Market here looking pretty toppy again.

market and stock don't move together nicely....one top the other still bottom.

Can't help people who speak without backing up with facts, and he does not seem to understand the whole subject matter. At the same time claiming to spoonfeed me while all he do is just to post a link of AAPL on Reuters.

Let us look at some facts surrounding Apple vs Samsung.

1. Apple produced only one handphone - the iPhone. Samsung produced multiples handphones but the only comparable handset to iPhone is the Galaxy S3 and yet, Galaxy S3 should be compared to the upcoming Iphone 5, not the current iphone 4S

Samsung shipped 50m of smartphones compare to 26m of iPhone last quarter(both Q2 based on calendar, not FY)

Out of the 50m smartphone Samsung shipped, only slightly over 10m was S3 units.

If smartphones were the most profitable products, then Samsung will be making more profits than Apple, is this true?

Samsung record a profit of $ 5.9 Billion, Apple quarterly profit is at $8.8 Billion

Now the big question is, why is Apple making more profit when they are selling less smartphones than Samsung? The most profitable product for Samsung is the S3, the other phones at lower price point are less profitable. While Samsung is gaining market share, they are not making the most profit. Because they are not selling the most profitable products. Apple strategy to focus only on one profitable product allow them to capitalised on the mass production and bring their cost down, hence their huge net profit margin at 24%.

Another thing to take note that is that we are now comparing the sales of iphone 4s with a new product from Galaxy S3. When iphone 5 is launch next month expect a record earnings from Apple in Q4(FY Q1 2013).

Something worth mentioning is that Apple has yet to reach an agreement with China Mobile(A deal with china mobile will come with iphone 5 launching). China mobile accounts for more than 2/3 of the mobile subscriber in China and does not currently offer apple products.

http://www.thenewstribe.com/2012/07/30/sam...s/#.UBhnYalRrZs

http://www.apple.com/pr/library/2012/07/24...er-Results.html

http://www.economist.com/node/21559624

2. Samsung has been gaining market share at the expense of Apple

IDC figures show that Apple market share has been down 1.9% compare to a year earlier(do not forget this is the weakest apple quarter)

— Samsung Electronics Co., 50.2 million units, 32.6 percent share (17 percent a year earlier)

— Apple Inc., 26 million units, 16.9 percent share (18.8 percent a year earlier)

It is clear that Samsung has eaten into the market share of nokia, HTC and other manufacturer but not at Apple expense. Not to forget, most of the 50m handsets Samsung sold are the cheaper handsets with lesser specifications, hence giving them less profits.

http://www.washingtonpost.com/business/tec...ZBLX_story.html

3. The Tablets

Though not as profitable as the smartphones, the tablet represent the future of personal computing. More and more consumer will opt for a tablet compare to a laptop. Imagine the day when all universities students attend lectures with a tablet. Textbooks being replaced by ebooks.

Apple sold 17m iPad last quarter which is a record sales in history. Thanks to the new ipad.

Apple tops the tablet category with 68.3% market share, Galaxy tab is no where to be seen. Surprisingly, the closest competitors for ipad are the Kindle Fire and Nook tablet which offer a smaller screen size at a cheaper price point.

With apple offering ipad mini, I would foresee they would kill off the competition coming from these small tablets. However Microsoft and Google is joining the game soon with the surface tablet and the Nexus 7.

http://www.pcworld.com/article/259864/appl...s_incoming.html

4. IOS Vs Android

Apple is the only company in the world that produces it owns hardware and software. This allows them to releases their new products together with a new operating system. For example iphone 5 and IOS 6, the new macs and Mac OS X Mountain Lion. So you can get the latest devices running on the latest OS at the same time.

Look at Nokia, after a considerably successful Lumia launch, microsoft announced that windows phone 7 based devices wont be upgradable to windows phone 8.

Though nothing happens on Android phone at the moment, who knows what will happen in the future? Will google limit the Android update on certain devices?

http://news.cnet.com/8301-1035_3-57458692-...indows-phone-8/

IOS is still the winner in terms of the quality and quantity of Apps. The best apps will get themselves on IOS first then Android.


5. The Ecosystem

Apple has a complete ecosystem. With icloud, all your documents, webpage, messages, contacts are pushed into different devices that you own - Ipad, iphone and macs. This will create a halo effects on Apple products. Making consumers owning multiple devices once they are into the IOS ecosystem. Not to mention the Airplay on Apple TV which will soon render Optical drives outdated and drive cable TV out of the living room.

What ecosystem does Samsung offer?

Samsung phone could be challenged by a Chinese manufacturer who produces a cheaper hardware running on Android(since Android is open source). Google even allowed Amazon to run a modified version of Android on their Kindle Fire. Android users can switch around easily from one manufacturer to another manufacturer.

A Chinese manufacturer will never be able to copy the software and ecosystem from Apple.

6. 750 - 800 price target. AAPL is currently trading at a low multiple of 14 times earnings and a forward PE of less than 12. You will never find another growth company trading at such a low multiple where the PEG ratio is at 0.61

If someone is willing to pay 21 times of earnings for LVS at current levels, at the same time claiming AAPL is expensive, so be it.

Whether AAPL will reach the 800 price target is just a matter of time. AAPL will make it to 800 eventually and the 2013 Q1 earnings is key.

I hope Uncle Ben's team going to do nothing here and market sells off.
I'm would like to see SPX 1340 to come again.. got some PUTs to ride this down.

This post has been edited by danmooncake: Aug 1 2012, 10:36 PM

Not about the quality of the phones dude, its the fundamentals of the stock.

I'll take Samsung S3 over Nokia Lumia 900 anyday. And yet NOK has made me 50% profit over the last 2 weeks.

S is another stock trending well. Was late to the party so only made 50 cents on the share oh well.

Disposed of S and holding NOK.