Why RIMM and AAPL are long term shorts

Quote from detective:

Both RIMM and AAPL are long term shorts. Starting with a small short position at these prices and scaling in will make you money in the long run. I'm talking 1-3 years. Not holding for a week or 2. I'm talking long term short positions, not daytrading or swingtrading short these members of the Four Horsemen.

RIMM's market cap is over 60 Billion, AAPL's market cap is over 140 Billion, do people really except these companies to continue their earnings growth rates?

It was like CSCO in 2000 when its market cap went past MSFT's, really, was the router market ever bigger and more profitable than the market for computer O/S and software? Maybe the router market had a higher growth rate then but the overall market size was and is much smaller than the computer O/S and software market.

Look at the big picture people. RIMM sells that Blackberry gadget which is easily substitutable with any decent cell phone. And AAPL with its ipod, iphone, iXXXX, they are all fads and gadgets that are commodity products. The ipod is an mp3 player. The iphone is a cellphone. No one uses overpriced Macs. What makes it so special??? Might as well buy DELL instead at a much cheaper valuation if you want to purchase a company that sells commodity products.
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Meanwhile please expect to get your ass handed down to you.
Do you enjoy pain and suffering and account lock ups ?
 
Quote from pinabetal:

Longterm or short term shorting of aapl or rimm is dangerous at this moment in my opinion.
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There will be always some insane idiots prancing around naked calling attention to get raped in the market. He doesn't care how badly he gets raped.
 
Hey detective...you might as well go stand in front of a train saying "please god help me, this train has got to slow down sooner or later! " Shorting winning companies like these is the same thing.
It's like getting into the ring with Mike Tyson when he was at his prime and praying..."please God let me win Mike's gotta lose the fight sooner or later."

Your criticisms of these companies is like saying..."I'm much smarter than the people running them therefore I'm going short!"

Don't you realize they have alot more to lose than you, if they do not produce. Don't you realize while you & I are sleeping these guys are coming up with their next big win! Don't you realize that these guys are going to continue winning until they get complacent and stop fighting! Don't U realize that right now as you are criticizing their products/business plan...they're near finalizing their latest product releases and they are having focused meatings about the next product/service or whatever for the next 1-5-10 years. It's not their past products that will continue to make them successfull it's their creativity/innovation for the future and it is already in the works just like intel is working on 8 & 16 core chips.

Don't bet against a winner because you will get clobbered.
These guys are creative geniuses and that is what you are betting against if you short them.

With all due respect, your critcizms are correct but only in your own mind! They never erected a statue in memory of a critic.

These people will be long remembered and your critcisms will not!



y
 
Quote from damnit:

Just a few more days until they go down, right shorty. How long can you shorts hold out, 150...175....2000 :eek:
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OK turn that around. How much do you think RIMM is actually worth? 150? 175? If it hits 175 is it worth 300? If it hits 300 is it worth 2000? Where would you sack up and go short? Never? PE of 200? P/S of 60?

The problem with the mentality on display around here, and apparently the mentality of the market right now, is that the more expensive something is, clearly the more it is worth. If you buy something because everyone else is buying it, when do you stop? If you have no actual opinions other than what the market is telling you, how do you know when to get out?

There is no thesis behind these companies at these prices, other than a parabolic chart. Consumer discretionary is hurting, but Apple is parabolic. Retail is getting raped, but Amazon keeps making new highs. Business spending is retreating but RIMM is shooting the moon. Where are the fundamentals?

I have no problem shorting Cramer's 4 horsemen at these prices, for the long term. If you've got the cash to back it up and the balls to sit out the ride, you will be made right in the end. This is a blow off rally where more and more money is chasing fewer and fewer names. It will end the way it always ends.

Martin
 
Quote from Sparohok:

OK turn that around. How much do you think RIMM is actually worth? 150? 175? If it hits 175 is it worth 300? If it hits 300 is it worth 2000? Where would you sack up and go short? Never? PE of 200? P/S of 60?

The problem with the mentality on display around here, and apparently the mentality of the market right now, is that the more expensive something is, clearly the more it is worth. If you buy something because everyone else is buying it, when do you stop? If you have no actual opinions other than what the market is telling you, how do you know when to get out?

There is no thesis behind these companies at these prices, other than a parabolic chart. Consumer discretionary is hurting, but Apple is parabolic. Retail is getting raped, but Amazon keeps making new highs. Business spending is retreating but RIMM is shooting the moon. Where are the fundamentals?


I have no problem shorting Cramer's 4 horsemen at these prices, for the long term. If you've got the cash to back it up and the balls to sit out the ride, you will be made right in the end. This is a blow off rally where more and more money is chasing fewer and fewer names. It will end the way it always ends.

Martin
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Wow that's Scary! "If you've got the cash to back it up and the balls to sit out the ride!"


Wouldn't it be smarter to use that cash to actually make money somewhere else rather than wait it out all the while it keeps going higher and against you. How do you know for sure that it will even come down to your entry price...it could double on you for gods sake. Who cares what you & I think trade what you see not what you hope for or think.

Read Market Wizards....go with the winners not againstl them.
My guess is if you have the cash now...the rest of us will take it away from you soon. Sorry!
 
Quote from luckyluciano:

Wouldn't it be smarter to use that cash to actually make money somewhere else rather than wait it out all the while it keeps going higher and against you.
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Because everyone's got an edge. Trend trading may be your edge, but it's not mine. My edge is being smarter and more patient than momo traders.

If you're lucky you might take my money today and tomorrow and the next day. That's OK, because I don't need luck to get my money back somewhere down the road.

To each his own. I'll sell you all the RIMM and AAPL you want. We'll see who ends up with whose money! :)

Martin
 
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