Monday, May 07, 2007

 

Fly Sell: AAPL

I sold 2,000 AAPL @ $104.10.

Comments:
Is that you bidding up MVIS?

I don't mean to ticktard you.
 
christ, look at FSLR, lock up expiry soon, maybe a good short?
 
Good day in Apple if you are long.
 
holy hell look at HANS!
 
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.
 
Looks like HANS may be the only NASDAQ stock that ends up. Divergences abound.
 
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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