iBankCoin
The first hit is always on the house.
Joined Aug 2, 2009
1,847 Blog Posts

PORTFOLIO READY TO EXPLODE

Look at my stocks today, yo. Market down, risk up.

This is where folks start to lighten up because the market is extended. I bought $WDC and $BAC calls.

I know you got some good gains out there…what are you trading?

Also, I had someone ask about my long term holdings. I’ll post those for you to mock and ridicule shortly.

OA

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39 comments

  1. berniecornfeld

    “Also, I had someone ask about my long term holdings. I’ll post those for you to mock and ridicule shortly.” LOL

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  2. kidstockibc

    Market feeling a little heavy…sold TSLA weekly 245’s calls bought on Friday.

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  3. Hawaiifive0

    Holdings: DUST VALE CYBER MTCH FEYE GPRO TWTR IAC. All good sol far,

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  4. Bchu12

    When can oil participate??? Any day now please

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  5. k_melancon

    TWTR giving the bird to short sellers at the moment

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  6. Trent

    Liking the $TSLA to the end of the week.

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    • k_melancon

      With the news about the Model 3, I am seriously considering reserving one – DC commute of ~80 miles a day in a 2006 Chevy Silverado – due for an upgrade…..I was looking at the Audi A4, but thinking that this may be more practical – I don’t want all the options, just a great car – gas alone costs ~$50/week…..already have SCTY solar panels on the house….I can wait 2 years for an upgrade.

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      • Trent

        My neighbor has the original TSLA and I have been jealous of it since the day he brought it home. Seeing more and more of them in my area in Omaha and we dont even have any many commercial charging stations around here.

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        • k_melancon

          I do work with some venture capitalist firms out in Silicon Valley – first time I went out in person, there were at least 8-12 Teslas in the parking lot of every single office It was crazy.

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  7. k_melancon

    Is the action in SCTY a reflection on the solar industry or Elon Musk/TSLA? If solar, then there is a bifurcation with SCTY on one end, SUNE on the other

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  8. mk

    anyone have a PT on TWTR? I was thinking 18.5ish but this move happened faster then expected

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  9. Seaturtle

    I called the biotech rally on Exodus on March 31. Loaded up with XBI, IBB, SGEN, RGEN (today) for medium-term trade and AERI for a shorter trade. Got to buy more luggage to hold all the money.

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    • Hawaiifive0

      Good job. Been kicking myself for not getting in.

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      • Seaturtle

        Not too late. This is not a one week wonder.
        My near term target for XBI is 60. Hourly chart may point to an entry point before then. Or wait longer. There will be more chances to enter.

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  10. JDubs

    our old friend, $yge. thoughts?

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  11. matt_bear

    since acronyms are the rage now, i made my own for my current option book. Fuck The Fed. (Fire Eye, Twitter, First Solar)

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  12. Nocturne

    I …

    Rebot my CMCSA that I sold Fri. Covered the commission so it was worth it.

    Shorted moar natgas. DGAZ 17.50 ish

    Rebot NFLX that I sold Fri. More than covered the commission

    Added to ALK at 77.24. They can ezily handle this purchase.

    Missed a fill in FB by .20cents.

    So I’m bullish my stocks, short Natgas, short GDX, long oil.

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  13. Seaturtle

    Would you agree that the SPY pain trade is up? So much short out there.

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  14. k_melancon

    It took me forever to understand what you meant by a market of stocks……then it took me until this year to fully comprehend it and put it to good use Thanks OA!

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  15. suntrader

    Bought $SPWR. Have a few April calls on $Yelp. Nice up today. Ideas from After Hours working well. You are calling it rotation by rotation. Amazing…Nice job OA.

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  16. thegametheorist
    thegametheorist

    ANOTHER STELLAR DAY , OA.

    twtr, gpro, fit, yelp , grpn, znga…..

    the worse the stock the better

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  17. Sean

    OA, are you interested in BX here? Looks similar to TWTR ( like a dog ). Thanks!

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  18. Hawaiifive0

    TWTR approaching the pocket.

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  19. Badduck

    FIT for a month now, TWTR, HABT. Long some SPY puts.

    Bidding for VRX April 30 calls.

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  20. traderconfessions
    traderconfessions

    The giddy barometer is making me nervous.

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  21. Razorsedge

    Hot teal @ 28 remember, sold 1/2 @ 35 5 days later,

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  22. Razorsedge

    Bot tsla, spell check sucks

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  23. kidstockibc

    Playing common for next few weeks until earnings season. Bot GRPN shares 4.38

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  24. Jon V

    Nice to see TWTR finally move. I got in last week I think around the time you mentioned it Jeff. Just seemed too low to me at a mkt cap of $11B (with $2b in net cash), FCF positive, 3x sales and 20x EPS estimates. No idea how high it goes. Depends on them changing perception amongst users I think. Making it easier to use is a good start. Good luck with it.

    Hope your kid is doing well.

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  25. kidstockibc

    Added to FIT position started Friday @ 15.02…now on margin

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  26. kidstockibc

    Final add to FIT @ 15.41. Earlier add 15.44. Account margined to the gills (probably in a call…lol)

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