The bad sentiments about AAPL continue unabated, and now the big complaint is that Tim Cook did not walk on water in the developers' conference. The developers themselves were either pleased or at least not disappointed, it appears. What do I think?
Were I the CEO of AAPL, would I be dumb to put out the best things I am doing, right now just to please a handful of analysts and a few big mouth large investors with an ax of their own to grind? Or, would I put it out just before the Thanksgiving/Christmas season when interest in my products is at its peak? Plus, if I have announced a stock buy back and can buy, why not let it slide, and pick up as much as I can without driving the market myself?
You decide if I am day dreaming or thinking as a corporate strategist. This, I think, is a great time to WRITE some PUTs on AAPL at or below 425. I'm indeed doing it and will tell you in April 2014 how well I did. By the way, I don't do very short term options and am looking only at April 2014 and Jan 2015 expiries.
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