Thinking through a few ideas….
P, Z, YELP, OPEN – all could easily come in 10-15% here.
If you enjoy the content at iBankCoin, please follow us on TwitterThinking through a few ideas….
P, Z, YELP, OPEN – all could easily come in 10-15% here.
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YOLO tp…go sit in the woods lol
The gods do not want my BZH Oct calls to expire worthless.
Maybe the Congressional stenographer can put in a good word for you.
i didn’t get filled on bzh calls this morning. oh well. nice move.
Passed on BZH, passed on Silver Miners yesterday.
I’m Peyton Manning up in this piece…
evil manning
http://www.google.com/imgres?client=safari&sa=X&rls=en&biw=1024&bih=634&tbm=isch&tbnid=ugo_2_nvroLTvM:&imgrefurl=http://tuesdayswithhorry.wordpress.com/2013/10/04/the-hypothetical-supercontest-week-5/&docid=JAMYcTChDYIAUM&imgurl=http://tuesdayswithhorry.files.wordpress.com/2013/10/evil-manning.jpg%253Fw%253D700&w=140&h=170&ei=OTtgUpGIJer94AOQ_IGICw&zoom=1&ved=1t:3588,r:0,s:0,i:81&iact=rc&page=1&tbnh=136&tbnw=111&start=0&ndsp=14&tx=76&ty=32
Homebuilders are looking attractive at these levels but still not sure if i want to dive in yet…i do like SPF and LEN
go for YELP , P, or Z
i like Z the best for a short, it looks like a head & shoulder with a lower right shoulder /bear flag. (if you play charts) also, home sales sucked yesterday.
I agree with your take on the charts. But will the interest rate-related bid in the builders flow next to Z??
Great question. Let’s hug this out in AHWOA
lol @ ‘hug this out’
bought puts in P already and going to buy OPEN puts in a few
buying oct 25 weeklys
P December $24 contracts with IV at 58, perfect
Anyone else like SOL here?
got some, watching the wedge tighten
LNKD short looks pretty good – same idea.
Edit: I see it was already on your watchlist
gotta say, UNXL looks like a nice setup…
OA, great call on housing! Long KBH
MHO, nice run today lets see it continue now.
premiums seem expensive to me in a lot of these.
HOV’s for a nickel
sorry… these meaning social media, not housing
shorting and putting seems like venturing off the OA path. Coupled with recovering from an unexpected disaster this week I’m not sure if i like it. Slump busting is best done when going back to the basics/core.
I was only thinking 1-2 bets as hedges against my longs. The market feels rotational here, no?
that i do agree on. 2 of the last 3 days s&p up at least a dozen handles and nothing is really standing out in my portfolio. I’m going with spy puts though.
Never settle for beta. That’s too old school. Any instrument out there will beat SPY.
i built my trading on /ES and spy puts. I’m still learning your ways. lol
OA, my GMCR puts are up nicely. You see it going further down?
I would buy GMCR near $60…so little lower. Let’s look at it in AHWOA
Funny. Just did the same thing. Given the plunge downwards, I had to book those puts. Nice 175% gain.
OA – Do you take into consideration the fact that Einhorn is rumored to have increased his short position recently in this name? FWIW
Only if he takes into consideration when I am bullish.
I gave him a beating in this name several weeks ago, then took my money out at the highs.
YELP: Fly vs. OA. My money is on OA.
Jolly I believe Fly is in it for long term. So both could be right.
I won’t disagree on the long term. The market just feels rotational. Sell some high flyers, but some names that aren’t trading so rich.
Bought few CF210OCT calls @.65 for tomorrows lotto’s play
FB?
FB near 53’s AH b/c of GOOG .40 beat.
i’m going to pray that everyone bailed on their AAPL $500 calls today so it’ll spike tomorrow morning and have people chasing it to $512…at which point i will then cash out. 😀
my master plan is working so far.
Agreed those look weak.
LOL who’d think manufacturing, electronics, and earl would be the best sectors now.
Bull market = rotation not pullbacks after all
FB looks strong here. Unless earnings bring it down, I think 75+ is on deck.
Nice long candidate for a pairs trade if one wants to short social media.
I am surrounded by late to the party Muppets in my office. In December 2007 they IPO’d a financial company, 2 years ago a coal company and now they are looking at listing a app developer. I would back what OA says and bet against the space.
Shorted P at $26.95
posted this at chess’ blog…IPO bubble in place…there is now an etf called “IPO”
Keep an eye on ALJ ( I am long this one)
Thank you for ZHNE!
HAHA, Pop!
what’s with trading addicts?
It is the best trading advisory on the web.
Is that what you meant?
Pop in ONVO
VMW seems immune to the IBM news
Imagine that, eh?
Hey, I bought when you bought.
Nothing wrong with analzying trades from time to time.
As mentnioned yesterday – fewer positions, better (early) spotting of problems.
Now, to reset all the “high” alarms that are going off on our PRIOR investments…
Oh, and if you don’t add a chart for LVS, I’m gonna hold my breath until I turn blue.
Then boy won’t you be sorry.
🙂
LVS – nice pop out of earnings jump of 79%. I’m watching for a pullback out of earnings for an entry.