I’ll be brief…
After selling some August positions on Friday, I was left with some new cash to deploy. Right at the open I went in on the following names for September expiry:
$YY, $LN, $ADPT and $ZG.
Market has been in consolidation mode for the last 11 sessions. We’re due for some expansion here this week.
Let me know what your top picks are.
If you enjoy the content at iBankCoin, please follow us on Twitter
DIS weekly and Sep
Playing the Book to Bill release tomorrow…bought AMAT weekly 30.5s
Grabbed some AMAT Sept 2nd weekly 30.5’s as well….
EXEL.. OCT and Nov ..not overly liquid but pretty chart
I remember that one….ENTG also caught my eye
Twtr after mm steal the shares at the 200 day ma
OA
I added MNST Sep 9 150.0 puts, and looking at CMCSA puts.
I could have waited on the MNST trade, but I did not
Damn TWLO looks like it wants more ATHs.
$sbny
$tol into weakness prior to ER
SBUX seller appears to have been cleaned up last week…maybe my Sept 60’s will work out. Tried buying more this morning @ .01 and .02 and did not get filled.
the 57.50’s on friday were a great buy.
Appears to be some major call buying in SBUX, Separately WFM also acting well with 2MM block of shares crossing @ 30.50 earlier today.
Perhaps its time to revisit SHAK with shares trading just above Friday’s lows.
I’d like to see a more attractive candlestick before jumping in. Does look like selling has paused.
My belief is we start to see correlation w higher ticket food & restaurant stocks with declining crude.
Given its unseasoned status, SHAK could easily pierce thru last week’s lows and reverse higher. Tough call but worth keeping on the radar. I thought the same thing on Friday w SBUX and V and now kick myself for not pouncing on cheap offers.
CBRL continues crank higher, finding buyers on dips.
At the pace of the elderly that dine there.
Currently my top picks are $TWTR, $FDC, $PYPL, $DIS, $SVU, $GILD, $INTC, and $FEYE
canf
Thoughts on $WDAY $NOW?
Asshole analysts hitting downgrades on these.
$QADA $TROV look good
The markets waiting for Yellen to pop her head out of her Jackson Hole to determine whether or not she can see her shadow.
Letting $RH rip. Thanks to whoever mentioned that last week. Lucky timing with sept. 35’s on my part with the GS analyst upgrade, but as I’ve read here (and I’m paraphrasing, probably poorly), luck isn’t knowing what the news is going to be, its knowing what the reaction is going to be. Jumped right into the pocket and now I’m watching a chart react right out of the OA playbook. This is helping, a little, with my absolute mental wreck after exiting TWLO before profit.
Lost money on TWLO? Damn, sorry to hear that.
Yes, I got too emotional after watching the position swing 90+% and didn’t have the balls to hold through earnings. Even though IV wasn’t too high, I have been crushed before and thought break-even (or thereabouts) was better than a 100% loss. It wasn’t a huge position (I’m a pretty small portfolio), but holding that would have paid for the bathroom remodel I’ve been planning. Oh well. Live and learn.