Pues este post te puede interesar: http://seekingalpha.com/instablog/362035-logan-smyth/102166-why-it-s-time-to-sell-apple
Creo que el último párrafo es el más interesante:
As I said earlier, I closed all of my positions in Apple on Friday. I think conditions are ripe for Apple to disappoint for the first time in close to five years. If I’m right, I fully expect the backlash to be violent. Apple’s previous resistance was at $270 so I’m using that as my interim price target, roughly a 15% correction. Right now companies like Apple and Google are holding up this market, but if they break it is going to be a very rough week. Volume in Apple on Friday was almost 33 million shares, better than 60% above its average trading volume. I’m viewing this as a capitulation day and positioning myself to the downside. On Friday I purchased a sizable quantity of Nov $52 puts on the QQQQ based on my rationale above. Apple has a 20% weighting in the Nasdaq 100, so if the earnings report disappoints it will be reflected heavily in the quad Q’s. I should be clear, though, that my bearishness on Apple is only temporary. If Apple does retrace to the $270 level, I will be opening positions in the Jan $2013 LEAPs as I recommended in my previous series, The Future of the Mobile Wireless Device Market.