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[DonkeyApple]

shopper150 said:

Morning guys
As Burwood said, I did go into GOOG last night. Was a great night for them.
Thanks again to all who replied when I was in a really scary place (especially DonkeyApple & TwinTurboz)
I'm now out of my AMZN and GOOG positions.
Still got a few other positions open, but hopefully they will come through. If not, I'm confident the profits from the above will cover any potential losses that may arise from my open positions.
Lesson learnt, I will manage my exposure more carefully when trading like this in the future.
I might just stick to indexes where there aren't such volatile movements.

It would be interesting if those of us who trade regularly share some of our trades in fairly real time.

Very please to hear. Bit of a result.

The key is to manage the trade exposure. No market is any higher or lower risk than another as you define your risk via your trade size. All differing markets do is vary in volatility and liquidity it's your trade size that defines the risk.

[walm]

shopper150 said:

Do you know of a good UK based broker with a web platform that offers options trading on USA stocks? I like pretty interfaces!

Also, given the strong USD, what do you suggest is the best way to trade in USA stocks without exposing myself to exchange range fluctuations?

I haven’t seen anywhere UK based offering options on US stocks – even IG.
But obviously a spread-bet is “option like” in a way.
The only way I have hedged the FX exposure is to put on a concurrent USDGBP trade that offsets the currency risk of a USD listed stock.
Just be careful the underlying equity doesn’t have too much FX exposure within their earnings!
(e.g. VZ US is fine but LBTYA US isn’t!)

[Burwood]

That POS Amazon is behaving as it should for a change. Will we see sub $500 soon? I bet GregF40 with his imaginary shares is crying imaginary tears in his imaginary car

All we need is their web services to show negative growth this year which is on the cards when Apple get their cloud services up and running.

[Behemoth]

Burwood said:

All we need is their web services to show negative growth this year which is on the cards when Apple get their cloud services up and running.

Ain't going to happen. Do you know how extensive and pervasive Amazon's web services are? If not, I suggest you do a little light desk research Apple need to find a new iPhone and it isn't anywhere near the clouds.

[K12beano]

Behemoth said:

Ain't going to happen. Do you know how extensive and pervasive Amazon's web services are? If not, I suggest you do a little light desk research Apple need to find a new iPhone and it isn't anywhere near the clouds.

Difficult from this vantage point to envisage "next iPhone". Maybe in a parallel universe Steve Jobs would have gone further than just the vision of "demoting the hardware". Just replace the hardware with implant chips in our heads that are directly controlled from the Cloud....

(Oh no, actually that was the Cybermen appearing on Dr Who for the first time - still have nightmares about them, and I was 5 at the time)

And I know that we cannot predict the next disruptive technology - but a lot comes down to which horse would you back given the range (depth and breadth) of what they appear to be chasing..... Apple, for example, never really brought out anything innovative, but they are a master in understanding what we can do with technology when it's provided in a user friendly way. Even if Alphabettispaghetti or Amazon have some fantastic solutions, they may still lack the genius that "sells" the whole problem and thus drives revenues.

[Burwood]

Behemoth said:

Burwood said:

All we need is their web services to show negative growth this year which is on the cards when Apple get their cloud services up and running.

Ain't going to happen. Do you know how extensive and pervasive Amazon's web services are? If not, I suggest you do a little light desk research Apple need to find a new iPhone and it isn't anywhere near the clouds.

Apple use them to the tune of 250M annually-going south very soon. It will hurt Amazon short term. You actually want to compare the most over valued stock with the cheapest. The problem with Amazons web business is it pays for Amazons loss making divisions-and there are quite a few.

[Burwood]

The above attempt at knocking apple is life the media saying Google is now the biggest company by Capitalisation. For all of 5 minutes. Google is a great company but not cheap at 30X. It can't grow at that pace any longer and will never earn the amounts Apple does. To call Apple a company which has not innovated. It is the greatest company we have seen in the past 20 years and will continue to be so during our life time. Now someone used the word pervasive -that is Amazon. Apple is ubiquitous. When amazon is below $200 a share i'll take another look.

[Lynch91]

Anyone got a view on Tesla? Seem to have dropped down to the same price as they were this time last year.

[twinturboz]

Lynch91 said:

Anyone got a view on Tesla? Seem to have dropped down to the same price as they were this time last year.

Oversold but if it can't hold the 180 region which it currently is under then 145-150 up next.
That being said I did take a risk on some 200 calls for earnings more a lotto trade.

[walm]

Burwood said:

To call Apple a company which has not innovated. It is the greatest company we have seen in the past 20 years....

I know I am supposed to be ignoring your posts Burwood but I have to agree with you there (although I am not as sure about the future).

I am no Apple-fanboy but my god their innovations have essentially changed the world.

Even if it were just UI innovation (Windows/MSFT anyone?) then it is still an innovation.
Their form factor also counts and is frankly a work of art too in many instances.
Off the top of my head here were the innovations that really counted:
- THE MOUSE.
- Spinny disc thing to find your music on an ipod.
- Touchscreen keyboard.
- Battery tech (I knew some RIMM engineers who thought the original iPhone was a hoax because they couldn't understand how the battery would last).
- Both of which combined to allow a FULL SCREEN phone.
- The app store.
- iTunes.
- Apple Pay.
- SoftSIM.
- The Newton - OK just kidding.

[Burwood]

twinturboz said:

Lynch91 said:

Anyone got a view on Tesla? Seem to have dropped down to the same price as they were this time last year.

Oversold but if it can't hold the 180 region which it currently is under then 145-150 up next.
That being said I did take a risk on some 200 calls for earnings more a lotto trade.

I like the tech but their future IMHO is in royalties. They don't have any scale to make cars. A bit expensive to db purchased.

[Burwood]

Walm , without derailing the thread. My knee jerk reaction was me interpreting your posts (several) as goading and confrontational. I'm happy to be wrong and it wouldn't be the first time.

[Behemoth]

walm said:

Off the top of my head here were the innovations that really counted:
- THE MOUSE.

More thread derail, but Apple certainly didn't invent the mouse.

[walm]

Burwood said:

Walm , without derailing the thread. My knee jerk reaction was me interpreting your posts (several) as goading and confrontational. I'm happy to be wrong and it wouldn't be the first time.

No goading intended - my apologies for coming across that way. They do read like that!

[Burwood]

Apple invented a 200b pile of cash which, one hopes they put their arrogance aside and invest it in new tech even if someone else gets to market first

[twinturboz]

Burwood said:

I like the tech but their future IMHO is in royalties. They don't have any scale to make cars. A bit expensive to db purchased.

Just to annoy you took some Amzn long too . I guess with my trading style the long term picture doesn't matter so much as I'm hardly in there long enough.

$39 of Apple's share price is cash alone. Love the company just hate the way the market treats the stock.

[walm]

Behemoth said:

walm said:

Off the top of my head here were the innovations that really counted:
- THE MOUSE.

More thread derail, but Apple certainly didn't invent the mouse.

Single-button mouse? Was that him?

[Burwood]

doesn't annoy me Turbo, it's due a run back. The market treats Apple the way it does because it's not a dot com new tech which can be valued at a PE of 500. I personally think Google is over valued by at least 30%. Facebook massively over valued.

[twinturboz]

Google back below Apple market cap wise.

Gpro after the bell, probably drops but 50% short.

Also Walm options wise why the need to be Uk based broker?

Edited by twinturboz on Wednesday 3rd February 19:06

[DonkeyApple]

Less likely to do a runner with the client funds plus you're covered by the FSCS.

I have to be honest and say I never understand why anyone would risk sending their money to bent, third world economies like Cyprus or America. The spiritual homes of derivative broker frauds.