SteveBirenberg

Location: Chicago, IL
Website: http://www.northlakecapital.com/mediatalk

Joined Sep 18, 2009

Bio: money manager and hedge fund manager specializing in media stocks; contributor to Minyanville, Real Money and SNL Kagan

SteveBirenberg
$AAPL up $7 since call began. One bump on Japan, another on Jobs, more as call ends. Nothing to complain about here. $500 tgts get support.

Apr. 20 at 5:59 PM

from Twitter
SteveBirenberg
$AAPL "see Jobs on regular basis. involved in strategic decisions. wants to return full time asap." more than they usually say. good sign?

Apr. 20 at 5:42 PM

from Twitter
SteveBirenberg
$AAPL China is 10% of revenue. Been careful. Wanted to learn. Working. Will take knowledge to other emerging mkts.

Apr. 20 at 5:40 PM

from Twitter
SteveBirenberg
$AAPL re Android, look at entire iOS platform, not just phones. also still like integrated vs. fragmented approach for user and developer.

Apr. 20 at 5:38 PM

from Twitter
SteveBirenberg
$AAPL guiding to 350 seq drop in gross margin. less operating leverage, more iPad in mix. Last Q benefited from iPhone beat/iPad miss.

Apr. 20 at 5:31 PM

from Twitter
SteveBirenberg
$AAPL $49 3GS iPhone price point very popular. But no hint of a lower $ iPhone.1st gen LTE chipsets compromised design. Not going there yet.

Apr. 20 at 5:28 PM

from Twitter
SteveBirenberg
$AAPL iPad 2 demand "staggering". Happy with mfg progress. Adding more countries. Confident can produce "a very large # of iPads for Q."

Apr. 20 at 5:25 PM

from Twitter
SteveBirenberg
$AAPL addressed two biggest issues, Japan/iPad supply, right off the bat in Q&A. All good. Stk pops $3.

Apr. 20 at 5:24 PM

from Twitter
SteveBirenberg
$AAPL on Japan."some 2q rev impact. $200mm less in Q3 in guidance. did not have any supply or cost impact in 2Q or expected in 3q."

Apr. 20 at 5:21 PM

from Twitter
SteveBirenberg
I've been keeping a qtrly spreadsheet & writng EPS analysis on $AAPL since the start of 2005. There is really nothing left to say. Amazing.

Apr. 20 at 4:52 PM

from Twitter
SteveBirenberg
Filled in my $AAPL spreadsheet. Looks like a clean beat and raise. Balance sheet, cash flow, tax rates all confirm numbers.

Jan. 18 at 4:48 PM

from Twitter
SteveBirenberg
$AAPL Damn Amazing. According to Dow Jones 2Q guidance well above street on revs and EPS. Unusual optimism and likely the story for stk.

Jan. 18 at 4:38 PM

from Twitter
SteveBirenberg
Added to $GLW. Bot initially just under $19 with plan to buy $19 breakout. $BBY got in way but GLW acts well despite BBY giving confidence.

Dec. 22 at 3:30 PM

from Twitter
SteveBirenberg
Bought $QCOM Feb $50 Calls. Vol is low for this name, chart looks good, and CES in early January is a catalyst. Idea comes from Goldman.

Dec. 22 at 3:28 PM

from Twitter
SteveBirenberg
$SIRI & $LCAPA working together today. That's more like it. Shorted a bit more SIRI to manage my large LCAPA position. Quite a pop in SIRI!

Dec. 22 at 3:27 PM

from Twitter

Follow investors and traders who match your style.
Interact with a deep investing community.
Journal your ideas - the best investors do!

View profile on Twitter

SteveBirenberg

Join StockTwits Today!

Sign in to StockTwits X

New to StockTwits?

Sign up for real time news, charts, and ideas on the stocks you care about.