Monday, May 07, 2007
Fly Sell: AAPL
I sold 2,000 AAPL @ $104.10.
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FSLR - I sympathize, but there were just no chinks in the armor at all on the last ER. Is expiry enough of a catalyst to make it go down? I think fundamentals have to slip more publicly towards oversupply before it breaks.
Rodney Sacks has babbled on forever on HANS conference call, but he gives some good comments about growth. Someone must have really liked what he said.
GDX is down about 1% the past month while GDX is up about 2.5%.
I'm thinking about setting up a convergence trade and try to scalp a couple of percent. Any reason why the miners are underperforming the metal?
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I'm thinking about setting up a convergence trade and try to scalp a couple of percent. Any reason why the miners are underperforming the metal?
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