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February 10, 2012
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| 16:07 EDT |  | AAPL |
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| 16:01 EDT |  | AAPL |
| theflyonthewall.com: | Options Update; February 10, 2012 | | CBOE Volatility Index-VIX up 2.20 to 20.83. Option volume leaders today: C BAC GM AAPL according to Track Data. :theflyonthewall.com |
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| 13:40 EDT |  | AAPL |
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| 13:31 EDT | | AAPL |
| theflyonthewall.com: | Apple to launch radically different MacBook Pros, Apple Insider reports | | Apple (AAPL) plans to launch a pair of "radically redesigned" MacBook Pros, reports Apple Insider. According to people familiar with Apple's roadmap, the company plans to exit 2012 by completing a revamp of their notebooks lineup from top to bottom. Reference Link :theflyonthewall.com |
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| 09:45 EDT |  | AAPL |
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| 07:46 EDT | | AAPL |
| theflyonthewall.com: | Apple iTunes customers receiving refunds following hack attacks, CNET says | | A number of users of Apple's (AAPL) iTunes service are reportedly getting refunds after their accounts have been hacked and cleaned out, according to CNET, though Apple is not saying much about the underlying issue and how it will be resolved. Reference Link :theflyonthewall.com |
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| 07:37 EDT | | AAPL |
| theflyonthewall.com: | Tablet sales could reach 248.6M units, smartphones 1B by 2015, BGR reports | | Global tablet sales, which hit 67M in 2011, could grow to 248.6M by 2015, with smartphones projected to hit 1B during the same period, according to BGR. Reference Link :theflyonthewall.com |
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February 9, 2012
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| 23:16 EDT |  | AAPL |
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| 16:03 EDT | | AAPL |
| theflyonthewall.com: | Options Update; February 9, 2012 | | CBOE Volatility Index-VIX up 39c to 18.55. Option volume leaders today: C BAC CSCO AAPL according to Track Data. :theflyonthewall.com |
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| 11:28 EDT | | AAPL |
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| 11:13 EDT | | AAPL |
| theflyonthewall.com: | Apple 495 weekly straddle priced for 2.5% movement | | :theflyonthewall.com |
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| 10:34 EDT | | AAPL |
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| 10:32 EDT |  | AAPL |
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| 09:49 EDT | | AAPL |
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| 09:39 EDT | | AAPL |
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| 08:16 EDT |  | AAPL |
| theflyonthewall.com: | Apple price target raised to $620 from $540 at Needham | | Needham raised its price target for Apple shares to $620 citing upward revisions in the values of the iPad and Mac. The firm maintains 2012 and 2013 earnings estimates of $41.25 and $53.00, respectively, as well as a Buy rating on the stock. :theflyonthewall.com |
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| 07:53 EDT | | AAPL |
| theflyonthewall.com: | Apple March quarter iPhone unit estimate raised at Canaccord | | Canaccord's checks indicate iPhone market share increases and strong sales in international markets. As a results, the firm raised its March quarter iPhone estimates to 32.6M units from 30.1M units. Shares remain a Top Pick with a $665 price target, up from $650. :theflyonthewall.com |
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| 07:19 EDT | | AAPL |
| theflyonthewall.com: | Alleged Apple iPad 3 part photo hints at larger battery, Business Insider says |
 Subscribe for More Information :theflyonthewall.com |
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| 07:14 EDT | | AAPL |
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| 07:06 EDT | | AAPL |
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| 07:05 EDT | | AAPL |
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| 07:05 EDT | | AAPL |
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| 06:58 EDT | | AAPL |
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| 06:54 EDT | | AAPL |
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| 06:16 EDT | | AAPL |
| theflyonthewall.com: | Apple to enforce better control over software built for Macs, WSJ reports | | Apple (AAPL) will soon begin to enforce stronger controls over software built for Mac computers, and will restrict how some apps can access certain parts of the operating system and hardware, as the company moves to standardize consumers' experience across all Apple devices, reports the Wall Street Journal. Reference Link :theflyonthewall.com |
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February 8, 2012
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| 16:01 EDT | | AAPL |
| theflyonthewall.com: | Options Update; February 8, 2012 | | CBOE Volatility Index-VIX up 55c to 18.20. Option volume leaders today: C BAC AMZN AAPL according to Track Data. :theflyonthewall.com |
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| 15:59 EDT | | AAPL |
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| 15:38 EDT | | AAPL |
| theflyonthewall.com: | Apple potentially coming to Sam's Club stores, CNBC reports | | Apple (AAPL) and Sam's Club (WMT) are reportedly in discussions about the possibility of putting Apple stores within 47 Sam's locations throughout the U.S., according to 9to5Mac and reported in CNBC. Reference Link :theflyonthewall.com |
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| 15:22 EDT | | AAPL |
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| 09:55 EDT | | AAPL |
| theflyonthewall.com: | Active equity option families in first 10-minutes of trading according to Track |
Subscribe for More Information :theflyonthewall.com |
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| 08:59 EDT | | AAPL |
| theflyonthewall.com: | Amazon.com Kindle Fire estimates raised at Pacific Crest | | Pacific Crest increased its 2012 estimate for unit sales of Amazon's Kindle Fire to 14.9M from 12.7M. The firm believes that increased adoption of Kindle Fire tablets should drive share gains for Amazon over the longer term, but it maintains a Sector Perform rating on the stock. :theflyonthewall.com |
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| 08:21 EDT | | AAPL |
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| 07:54 EDT | | AAPL |
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| 07:11 EDT | | AAPL |
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| 06:39 EDT | | AAPL |
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| 06:24 EDT | | AAPL |
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| 06:22 EDT | | AAPL |
| theflyonthewall.com: | On the Fly: Periodicals Wrap-Up | | WALL STREET JOURNAL: GM (GM) is preparing to disclose "horrendous" Q4 losses in its European Opel/Vauxhall unit and is demanding steep cuts from labor unions there, a GM official said, adding that the auto maker's patience with the money-losing operation is running out, the Wall Street Journal reports...Apple (AAPL) asked the European Telecommunications Standards Institute to set basic principles governing how member companies license their patents, the Wall Street Journal reports...BLOOMBERG: JPMorgan Chase (JPM), Bank of America (BAC) and Wells Fargo (WFC) were sued by New York Attorney General Schneiderman over the use of a mortgage database that the state said led to improper foreclosures, Bloomberg Businessweek reports...Wall Street groups, the International Swaps and Derivatives Assn. and the Securities Industry and Financial Market Assn., sought to have U.S. District Judge Robert Wilkins in Washington delay a U.S. Commodity Futures Trading Commission rule that limits speculation, saying the regulation is already imposing “significant, irreversible costs,” Bloomberg reports...REUTERS: British Airways (BAIRY) and Japan Airlines (JALSY) agreed on a revenue sharing deal for flights between Europe and Japan, Reuters reports. :theflyonthewall.com |
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February 7, 2012
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| 23:34 EDT | | AAPL |
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| 12:37 EDT | | AAPL |
| theflyonthewall.com: | Worldwide IT spending increased 5% in 2011, Cnet reports | | Global IT spending increased 5% in 2011, according to Cnet, which cited an IDC report that was released yesterday. Reference Link :theflyonthewall.com |
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| 09:53 EDT | | AAPL |
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| 09:47 EDT | | AAPL |
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| 09:28 EDT | | AAPL |
| theflyonthewall.com: | China Mobile iPhone 4S users having issues with SIM compatibility, TNW reports |
Subscribe for More Information :theflyonthewall.com |
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| 08:19 EDT | | AAPL |
| theflyonthewall.com: | Rogers, BCE in talks with Apple about iTV, Globe and Mail reports | | In Canada, telecommunications firms Rogers Communications (RCI) and BCE Inc. (BCE) are in talks with Apple (AAPL) to become Canadian launch partners for its Apple iTV, reports the Globe and Mail. Reference Link :theflyonthewall.com |
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| 07:37 EDT | | AAPL |
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| 06:34 EDT | | AAPL |
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| 06:31 EDT | | AAPL |
| theflyonthewall.com: | Shenzhen-based enterprise accuses Apple of infringement, China Daily reports | | The Proview Technology Shenzhen, a Shenzhen-based enterprise, is accusing Apple (AAPL) of patent infringement on the iPad, a trademark both companies are claiming, China Daily reports. The case will be heard this month by the Pudong district court in Shanghai. Reference Link :theflyonthewall.com |
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| 06:29 EDT | | AAPL |
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| 06:23 EDT | | AAPL |
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February 6, 2012
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| 20:16 EDT | | AAPL |
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| 16:31 EDT | | AAPL |
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| 16:00 EDT | | AAPL |
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| 12:31 EDT | | AAPL |
| theflyonthewall.com: | Nokia falls to third in Israeli cellphone market, Globes reports | | Nokia (NOK) has slipped to third in the Israeli cellphone market, reports Globes. Citing IDC Israel, Samsung and Apple (AAPL) has passed Nokia, whose market share slipped to 20%. Reference Link :theflyonthewall.com |
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| 11:22 EDT | | AAPL |
| theflyonthewall.com: | Best Buy survey describes hypothetical Apple HDTV product, The Verge reports | | Best Buy (BBY) referenced a 42 inch, Apple (AAPL) HDTV product that would sell for $1,499 in a customer survey, The Verge reported last night. The hypothetical product would utilize Apple's iOS operating system, use apps from the App Store, and enable users to utilize their iPads or iPhones as remote controls, according to the publication. Reference Link :theflyonthewall.com |
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| 10:26 EDT | | AAPL |
| theflyonthewall.com: | Firm: Apple became top U.S. handset brand in Q4, but sales still trailed Android |
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| 09:15 EDT | | AAPL |
| theflyonthewall.com: | Qihoo 360 seeking info about removal of apps from Apple store, Bloomberg says |
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| 09:12 EDT | | AAPL |
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| 07:31 EDT | | AAPL |
| theflyonthewall.com: | Calpers pressuring Apple to change director election process, FT reports | | The California Public Employees’ Retirement System has called for Apple (AAPL) to allow directors to be elected by majority voting, and will put pressure on the tech giant to change its corporate governance rules at its upcoming annual meeting, reported The Financial Times. Reference Link :theflyonthewall.com |
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| 07:16 EDT | | AAPL |
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| 06:30 EDT | | AAPL |
| theflyonthewall.com: | Google hires Apple senior director for secret project, VentureBeat reports | | VentureBeat has learned that Google (GOOG) has hired Simon Prakash, who worked at Apple (AAPL) for over eight years and was most recently the senior director of product integrity. Prakash will be working for Google on a secret project, possibly run by Google co-founder Sergey Brin. Reference Link :theflyonthewall.com |
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February 5, 2012
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| 16:27 EDT | | AAPL |
| theflyonthewall.com: | Amazon's Bezos will likely keep his 'hall pass' with investors, Barron's says |
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| 16:09 EDT | | AAPL |
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| 16:01 EDT | | AAPL |
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| 11:39 EDT | | AAPL |
| theflyonthewall.com: | Japan's electronic business losing battle with Samsung, Apple, Bloomberg says | | Japan's electronics makers, like Sony (SNE) and Panasonic (PC), already struggling from a stronger Yen and Thai flooding, are losing ground to Apple (AAPL) and Samsung, reports Bloomberg. Reference Link :theflyonthewall.com |
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February 3, 2012
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| 11:52 EDT | | AAPL |
| theflyonthewall.com: | Apple granted stay of German injunction, sale of devices resume, Slash Gear says | | Apple (AAPL) has been granted a suspension of the German injunction against its 3G iOS devices, brought about due to a complaint from Motorola (MMI), and Apple stated that ”All iPad and iPhone models will be back on sale through Apple’s online store in Germany shortly,” according to Slash Gear. Reference Link :theflyonthewall.com |
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| 10:17 EDT | | AAPL |
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| 10:05 EDT | | AAPL |
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| 09:42 EDT | | AAPL |
| theflyonthewall.com: | Active equity option families in first 10-minutes | | Active equity option families in first 10-minutes of trading according to Track Data are: AAPL C BAC GILD. :theflyonthewall.com |
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| 07:43 EDT | | AAPL |
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| 07:14 EDT | | AAPL |
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| 07:11 EDT | | AAPL |
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| 06:57 EDT | | AAPL |
| theflyonthewall.com: | Apple likely to be banned from using push e-mail in Germany, Foss Patents says |
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| 06:29 EDT | | AAPL |
| theflyonthewall.com: | Apple not likely to launch iTV in Q2, Digitimes reports | | Apple (AAPL) is very unlikely to release its iTV in Q2, as several upstream suppliers including Sharp appear unready to ship the company needed components, according to Digitimes. Reference Link :theflyonthewall.com |
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February 2, 2012
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| 21:55 EDT | | AAPL |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer said that now's the time to 'tip-toe' back into the markets, not run for the exits. Cramer said it's true that the markets have been up six weeks in a row, but that doesn't mean that investors need to worry about bubbles. Cramer said he hears the calls of a bubble in tech stocks, but with bellwethers like Intel (INTC) and Microsoft (MSFT) trading at just 10X earnings, a fraction of what they were just a few years ago, how can that be a bubble? He said that even Apple (AAPL) trades at just 7X earnings after backing out the company's nearly $100B in cash. Some have called a bubble in retail, but Walmart (WMT) still trades below where it did a decade ago. The same is true with the oil stocks, with companies like Exxon-Mobil (XOM) and Chevron (CVX) both trading at super-low valuations. Cramer recalled how he received hate mail after endorsing the Google (GOOG) IPO at $80 a share, only to see that company double and double and double again. Cramer explained that with 840M active users of Facebook, there's no denying that retail demand for this IPO will be huge. However with so few shares available, just about all of those investors will be forced to buy in the aftermarket. He said if shares double on the IPO, it's likely that the valuation would be too high and investors should sell no matter what. If shares rise only slightly however, it's possible that shares of Facebook would be worth holding onto. EXECUTIVE DECISION: Cramer once again welcomed with Jack Hartung, CFO of Chipotle Mexican Grill (CMG), a stock that dipped 2% after it reported a 2c earnings miss on a 23% rise in revenues. Shares of Chipotle are up 650% since Cramer first got behind the company six years ago. Cramer told viewers that the dip in Chipotle's stock price is the perfect buying opportunity and they should stick with the company. Cramer also sat down with Irvin Simon, chairman, president and CEO of Hain Celestial (HAIN), which delivered a 3c earnings beat on a 33% gain in revenues form last year. Shares of Hain have returned 129% since Cramer first recommended it in April 2010. Cramer remained bullish on Hain. Then, Cramer spoke with David Pyott, chairman, president and CEO of Allergan (AGN), a stock that got hammered down 3% after the company reported only in-line sales and earnings. Pyott was bullish on his company's flagship product, Botox, and on the outlook for some of their drugs in the pipeline -- including ones for overactive bladder. Cramer remained bullish on Allergan and said Thursday's price dip makes for an excellent entry point for investors. LIGHTNING ROUND: (Bullish) HUN; CBOU; SBUX. (Bearish) ARMH; BTU; MWW. Reference Link :theflyonthewall.com |
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| 16:00 EDT | | AAPL |
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| 15:05 EDT | | AAPL |
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| 09:51 EDT | | AAPL |
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| 07:17 EDT | | AAPL |
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| 06:57 EDT | | AAPL |
| theflyonthewall.com: | Firm says Apple was world's number three mobile phone maker in Q4, Cnet reports |
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| 06:21 EDT | | AAPL |
| theflyonthewall.com: | Notebook shipments predicted to rise in 2H12, Digitimes reports | | With the recovery of the hard drive industry and release of Windows 8 in Q3, notebook shipments are expected to rise significantly in 2H12, perhaps hitting shipment proportions of 40% and 60% between the first and second halves, according to Digitimes. Reference Link :theflyonthewall.com |
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February 1, 2012
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| 22:21 EDT | | AAPL |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer said Wednesday's markets gave investors so many ways to win and better yet, it gave it when investors were least expecting it. Whirlpool (WHR) was able to beat and raise estimates, all while most investors thought the housing market was still declining. He said that Boeing (BA) shares were able to trade higher, despite defense cutbacks in Washington. And Navistar (NAV) also ticked higher on news of its partnership with Clean Energy Fuels (CLNE). Then of course there was the announcement of the Facebook IPO, a deal that's so hot investors are even buying up shares of the underwriters. In technology, Cramer admitted that Amazon.com (AMZN) disappointed, but the markets also has a surprise beat from disk drive maker Seagate (STX), which rose 21% in a single day. Internationally, the markets received news that China's economic soft-landing is indeed happening, something that bodes well for companies levered to China like Caterpillar (CAT), Yum Brands (YUM) and Coach (COH), the latter two hitting 52-week highs Wednesday. Put all of these factors together, said Cramer, and its easy to see why he's so excited about the possibilities. Cramer opined on what to do with Amazon.com (AMZN) after the company's disappointing earnings. His conclusion? Don't do anything. Cramer said Amazon has proven to be a consistent winner on weakness, and selling shares after a sell-off has always been a terrible bet. He concluded that Amazon is a "wait-and-see" situation. For Wednesday's installment of his "Show Off Stocks" series, Cramer highlighted motorcycle legend Harley Davidson (HOG), which is seeing demand for its product grow at the fastest pace since 2005. The company is diversifying its customer base and now aggressively attracting younger riders, as well as women and minorities. Additionally, Harley is completing a major restructuring this year that will shave $325M a year off the company's cost structure. Trading at just 13.5x earnings with a 14.5% long-term growth rate, Cramer said shares of Harley Davidson are far too cheap. EXECUTIVE DECISION: Cramer checked in with David Demshur, chairman, president and CEO of Core Labs (CLB), an oil service technology company that Cramer said is the one to buy. Among the areas Demshur was most excited about were deep water drilling off of Brazil and Angola as well as projects in the Middle East and off the coast of Australia. He said Core Labs believes in long-term shareholder appreciation and will remain committed to the company's dividend and stock re-purchase program. Cramer continued his recommendation of Core Labs and again told investors to use the weakness which occurs after every earnings release to buy in. LIGHTNING ROUND: (Bullish) URI; AAPL; LSI; MX; AVAV; KFN. (Bearish) RIMM; BX. Reference Link :theflyonthewall.com |
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| 14:29 EDT | | AAPL |
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| 14:20 EDT | | AAPL |
| theflyonthewall.com: | German judge refuses to ban Samsung devices, Bloomberg reports | | A German judge has decided not to grant Apple's (AAPL) request for a preliminary sales ban on two Samsung devices, and the judge added that Apple's patent is "more likely than not" to be revoked, according to Bloomberg. The case involves Samsung's Galaxy Nexus phone and its Galaxy 10.1N tablet the publication noted. Reference Link :theflyonthewall.com |
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| 11:59 EDT | | AAPL |
| theflyonthewall.com: | Broadcasters looking to get more involved in connected TV, All Things D reports |
Subscribe for More Information :theflyonthewall.com |
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| 11:41 EDT | | AAPL |
| theflyonthewall.com: | Leaked data points to quad-core processor, WiFi, global LTE for iPad 3, BGR says |
Subscribe for More Information :theflyonthewall.com |
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| 09:40 EDT | | AAPL |
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| 09:36 EDT | | AAPL |
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| 08:21 EDT | | AAPL |
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| 07:13 EDT | | AAPL |
| theflyonthewall.com: | Apple exploring TV components, television launch likely, says Piper Jaffray | | Piper Jaffray continues to believe Apple is preparing to launch a television after speaking to a major TV component supplier who was contacted by Apple regarding various capabilities of their television display components. Piper said it is confident that Apple will enter the connected TV market, but notes the timing remains uncertain. The firm thinks a television launch target is likely in late 2012 and keeps an Overweight rating on Apple shares. :theflyonthewall.com |
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| 07:11 EDT | | AAPL |
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| 07:05 EDT | | AAPL |
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| 06:35 EDT | | AAPL |
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January 31, 2012
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| 15:56 EDT | | AAPL |
| theflyonthewall.com: | Options Update; January 31, 2012 | | CBOE Volatility Index-VIX up 2c to 19.42. Option volume leaders today: AMZN LVS PFE AAPL according to Track Data. :theflyonthewall.com |
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| 13:22 EDT | | AAPL |
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| 09:42 EDT | | AAPL |
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| 09:36 EDT | | AAPL |
| theflyonthewall.com: | Steve Ballmer would pay $230 per phone to take on competition, Forbes reports |
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| 08:32 EDT | | AAPL |
| theflyonthewall.com: | Apple updates Final Cut Pro X | | Available today as a free update from the Mac® App Store™, Final Cut Pro X v10.0.3 also includes a beta of broadcast monitoring that supports Thunderbolt devices as well as PCIe cards. :theflyonthewall.com |
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| 08:13 EDT | | AAPL |
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| 07:51 EDT | | AAPL |
| theflyonthewall.com: | German court backs Apple ban on Samsung Galaxy tablet sales, Bloomberg reports |
Subscribe for More Information :theflyonthewall.com |
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| 07:43 EDT | | AAPL |
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| 06:40 EDT | | AAPL |
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| 06:35 EDT | | AAPL |
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| 06:31 EDT | | AAPL |
| theflyonthewall.com: | Rapid growth, emerging markets drive tablet demand, Digitimes reports | | Tablet PC shipments are expected to grow from 72.7M units in 2011 to 383.3M by 2017, with growth driven by emerging markets as well as steady demand in mature markets, according to DisplaySearch and reported in Digitimes. Reference Link :theflyonthewall.com |
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| 06:25 EDT | | AAPL |
| theflyonthewall.com: | Smartphone vendors to put off Q2 launch to avoid iPhone, Digitimes reports | | With Apple's (AAPL) iPhone 4S hot and expected to continue strong through Q1, other smartphone vendors including LG Electronics (LPL) and Nokia (NOK) are expected to wait until Q2 to launch their own models, according to Digitimes. Reference Link :theflyonthewall.com |
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| 04:49 EDT | | AAPL |
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January 30, 2012
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| 16:01 EDT | | AAPL |
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| 14:24 EDT | | AAPL |
| theflyonthewall.com: | Options Update; January 30, 2012 | | CBOE Volatility Index-VIX up 987c to 19.40. Option volume leaders today: BIDU BAC NFLX AAPL according to Track Data. :theflyonthewall.com |
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| 12:59 EDT | | AAPL |
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| 10:10 EDT | | AAPL |
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| 09:50 EDT | | AAPL |
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| 09:43 EDT | | AAPL |
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| 08:58 EDT | | AAPL |
| theflyonthewall.com: | Apple accused of failing to pay copyright fees, The Next Web says | | Apple (AAPL) has been accused of failing to pay fees it owes to a French copyright association, estimated to be about $6.3M in 2011, according to The Next Web, which cited a French newspaper. Reference Link :theflyonthewall.com |
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| 08:26 EDT | | AAPL |
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| 08:20 EDT | | AAPL |
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| 07:56 EDT | | AAPL |
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| 07:53 EDT | | AAPL |
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| 07:13 EDT | | AAPL |
| theflyonthewall.com: | Apple overall volatility at low end of historic range | | Apple overall option implied volatility of 27 is below its 26 week average of 31 according to Track Data, suggesting decreasing price movement. :theflyonthewall.com |
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| 06:35 EDT | | AAPL |
| theflyonthewall.com: | Apple could sell 40M iPhones on China Telecom, China Mobile, Apple Insider says | | Morgan Stanley (MS) analyst Katy Huberty predicts that Apple (AAPL) will form partnerships over the next year with China Telecom (CHA) and China Mobile (CHL) for the iPhone, Apple Insider reports. The move would make the device available on all three Chinese carriers and could bring incremental sales of up to 40M units next calendar year. Reference Link :theflyonthewall.com |
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January 29, 2012
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| 12:34 EDT | | AAPL |
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