|
ChubbyEmoBabe posted:Huh? SNSS might make a run over the next two weeks due to some deadlines looming, should be a good size run up before June as well, as new Voreloxin data is expected. Got in today at 0.94 with 3k shares.
|
#
?
Apr 22, 2010 19:43
|
|
|
|
| # ? May 12, 2024 15:20 |
|
|
SSH IT ZOMBIE posted:Argh, bastards. Same thing happened to NOK -- profits tripled, stock dropped by 14%. Luckily I sold it Monday to buy more NLY. T dropped also; nobody cares about any phones which aren't Apple.
|
|
#
?
Apr 22, 2010 19:56
|
|
|
destructo posted:Looks like he sold at the January pop up to ~60, now it's up 40% from there, not bad. I did the same. bought it at 48.70 pre-earnings in January because honestly, who bets against NFLX on 4Q earnings. Popped to 63 and sold out. I figured it would retrace a bit and I'd jump back in. It never did. How I wish I had just held on.
|
|
#
?
Apr 22, 2010 19:57
|
|
|
I can't wait for the music to stop as there are so many 2000 Nasdaq type level stocks out there right now. CRM and CREE to name two. When this irrational exuberance pops those pigs should get slaughtered, probably to the tune of 30% or more. I just don't get the love for those stocks when there are sub 10 P/FCF stocks like PWRD out there. TSL is essentially CREE and yet trades at only 20% of what CREE is valued at. Except of course TSL is nearly through the declining ASP period and still puts up better earnings. Eventually competitors will drive CREEs asps down and the chart will look at whole lot like WFR from 2007-2009.
|
|
#
?
Apr 22, 2010 20:00
|
|
|
I agree with above. This market has pissed me off ever since April 2009, but then again I should have figured that the market would be fueled by free government money. What does piss me off is all the bastards that believe the stock market rally has anything to do with a real recovery and not everything to do with more money generation for the rich before they finally let the market crash, because there is no way they are stupid enough to believe that the people are stupid enough to have a stock market rising for so long with no real economic improvement... actually, the economy is getting even worse now from what I can see. There is some basic hiring, but fundamentally that will change very soon.
|
|
#
?
Apr 22, 2010 20:06
|
|
|
When does Blockbuster announce earnings? It's amazing to watch the netflix performance. $10+ pops earnings release days with a nice steady climb between 3 months ago and now. Heh BBI @ 47 cents. Netflix 100.05 +13.07
|
|
#
?
Apr 22, 2010 20:12
|
|
|
OMG! Please don't invest in Blockbuster. How in the world can they avoid bankruptcy? They can't. All of the good deals with hardware to stream movies and poo poo are taken up by Netflix. Netflix is just too good and too many people remember Blockbuster loving them in their asses. Earnings should be late May though.
|
|
#
?
Apr 22, 2010 20:16
|
|
|
Oh there is no loving way I am touching BB with a stick. When I first saw those Redboxes popping up like weeds in every McDonald's/Walmart/Walgreens and more recently Netflix getting on any device connected to the internet I knew that BBs fate was soon to be sealed.
|
|
#
?
Apr 22, 2010 20:20
|
|
|
Good! Oh and screw you GS for upgrading DTG. What the gently caress?
|
|
#
?
Apr 22, 2010 20:24
|
|
|
Holy poo poo! Bubble within a bubble if I've ever seen. Calling a top today.
|
|
#
?
Apr 22, 2010 20:33
|
|
|
MrBigglesworth posted:When does Blockbuster announce earnings? if only we could short BBI endlessly...
|
|
#
?
Apr 22, 2010 22:31
|
|
|
ayekappy posted:Calling a top today.
|
|
#
?
Apr 22, 2010 22:54
|
|
|
Dr. Jackal posted:I thought NFLX, why would it skyrocket repeatedly again thought I at 60..  .Also bought some FITB ahead of earnings today because I wanted to play a regional bank. Can't win them all  Have some F ahead of earnings on Tuesday, as well as BIDU and BRCM. We'll see whether I'm rejoicing or crying by Tuesday night.
|
|
#
?
Apr 22, 2010 23:53
|
|
|
I'm right there with you on F. March started off good but apparently lost steam. I'm hopeful though and I expect them to gain a bit. Also, loving QCOM. Always lowering expectations. Am I crazy for thinking they are well poised to profit off the smartphone craze and tablet craze that's going on? At least those calls I sold at 45$ won't be exercised and if they are I'll be happy it goes up that much anyway. Duey fucked around with this message at 00:09 on Apr 23, 2010 |
|
#
?
Apr 23, 2010 00:01
|
|
|
ayekappy posted:I agree with above. This market has pissed me off ever since April 2009, but then again I should have figured that the market would be fueled by free government money. What does piss me off is all the bastards that believe the stock market rally has anything to do with a real recovery and not everything to do with more money generation for the rich before they finally let the market crash, because there is no way they are stupid enough to believe that the people are stupid enough to have a stock market rising for so long with no real economic improvement... actually, the economy is getting even worse now from what I can see. There is some basic hiring, but fundamentally that will change very soon. Yeah, I agree. But then again, fundamentals haven't meant poo poo in these last few years. Foreclosures are up, Greece is fighting for its life, Europe as a whole is in deep poo poo, Goldman Sachs is in the midst of scandal, the job market still sucks rear end, and capacity utilization is still low, but HEY.. the equity melt up continues with no sign of stopping. OMGG!!! BUY EVARYTHING!!!!
|
|
#
?
Apr 23, 2010 00:20
|
|
|
ayekappy posted:Good! And CAR 
|
|
#
?
Apr 23, 2010 01:35
|
|
|
Dollar and market rally on Greece and Euroe failing? I literally watched yields go from 7% to 9% at lunch and 11% leaving work today. lol greece
|
|
#
?
Apr 23, 2010 03:06
|
|
|
Josh Lyman posted:Have some F ahead of earnings on Tuesday, as well as BIDU and BRCM. We'll see whether I'm rejoicing or crying by Tuesday night. What's the motivation to be long stock in BIDU as an earnings play rather than short puts or long calls? I don't know what kind of roll you're playing with but it seems like an expensive directional bet and am curious how you're playing it. If you've got 7+ figures feel free to tell me suck it.
|
|
#
?
Apr 23, 2010 03:26
|
|
|
Duey posted:I'm right there with you on F. March started off good but apparently lost steam. I'm hopeful though and I expect them to gain a bit. No, not crazy. After mulling it over I'm actually going to double down myself. I really need to open up a margin account so I don't have to wait for funds to clear.
|
|
#
?
Apr 23, 2010 07:00
|
|
|
I WANT TO EAT BABBY posted:What's the motivation to be long stock in BIDU as an earnings play rather than short puts or long calls? I don't know what kind of roll you're playing with but it seems like an expensive directional bet and am curious how you're playing it. If you've got 7+ figures feel free to tell me suck it.  Working on fixing that now though.
|
|
#
?
Apr 23, 2010 08:14
|
|
|
I WANT TO EAT BABBY posted:What's the motivation to be long stock in BIDU as an earnings play rather than short puts or long calls? I don't know what kind of roll you're playing with but it seems like an expensive directional bet and am curious how you're playing it. If you've got 7+ figures feel free to tell me suck it. What do you mean by expensive directional bet?
|
|
#
?
Apr 23, 2010 08:34
|
|
|
self posted:Shorting SBUX and going long on JPM, let's see if this my strategy works in the real world.  or  in a few Dr. Jackal fucked around with this message at 23:33 on Apr 23, 2010 |
|
#
?
Apr 23, 2010 12:41
|
|
|
greasyhands posted:What do you mean by expensive directional bet? At $640/share it's going to tie up a large percentage of most goon investors' bank rolls. Assuming he bought 10 shares he could get the same exposure selling (buying) the ATM put (call) vertical and only tie up ~$500.
|
|
#
?
Apr 23, 2010 13:58
|
|
|
Ravarek posted:Yeah, I agree. But then again, fundamentals haven't meant poo poo in these last few years. Foreclosures are up, Greece is fighting for its life, Europe as a whole is in deep poo poo, Goldman Sachs is in the midst of scandal, the job market still sucks rear end, and capacity utilization is still low, but HEY.. the equity melt up continues with no sign of stopping. OMGG!!! BUY EVARYTHING!!!! I'd like to direct you two to today's housing numbers. Biggest gainer since April 1963. There is good economic data out there. Earnings have also been mostly beats so far. Some of the QE programs are beginning to be scaled back, that's another positive sign the economy is ticking up.
|
|
#
?
Apr 23, 2010 15:18
|
|
|
This GS thing is kind of getting annoying. My impression from skimming FT Alphaville and other news sources (not CNBC) is that Paulson and Co wanted short subprime exposure, GS wanted to make money, and there were 50x as many people who wanted to be long mortgages. Therefore GS facilitates creating a CDO, an outside company picks the actual mortgages/tranches, and everyone throws their money down and places your bets. Correct me if i'm wrong, which I can be, but the only way this would be illegal is if GS misrepresented this security in order to make this CDO happen. And considering how bullish people were on housing a couple years back, and the fact that everything was A+++++ as rated by s&p/moodys (which at the time was considered reputable agencies), I have a hard time believing that GS could posssibly dissuade "sophisticated" investors from buying in even if GS wanted to. Don't get me wrong, The Fabulous Fab makes great news, but his behavior isn't really that different compared to other under-35 people involved in business, especially if they're involved in trading. Finally, is anyone short euros? I still have a position (ETF not fx which now i realize is stupid) and I'm tired of this bullshitting around! 1.29 on EURUSD by May or bust. MrBigglesworth posted:Oh there is no loving way I am touching BB with a stick. When I first saw those Redboxes popping up like weeds in every McDonald's/Walmart/Walgreens and more recently Netflix getting on any device connected to the internet I knew that BBs fate was soon to be sealed. This is one of the painfully obvious things that I realized that I also did not capitalize on by going long netflix/short blockbuster. adsgihsdgihd.
|
|
#
?
Apr 23, 2010 16:58
|
|
|
Also I decided to put on Constant Nonsense and Bull Crap and they still have the stupid 9 talking head box system. Then Tyler Mathisen asked Kevin Cook, some fx guy, how to make money off the Greek crisis, and he starts talking about actual ways to make money like getting into short euro futures or short EURUSD and the CNBC heads start cutting him off. I'm not surprised, but it's just another reason why I hate a channel with amateur not-really-an-economist Steve Liesman or beaker lookalike Dennis Kneale.
|
|
#
?
Apr 23, 2010 17:17
|
|
|
PsychoAndy posted:This GS thing is kind of getting annoying. My impression from skimming FT Alphaville and other news sources (not CNBC) is that Paulson and Co wanted short subprime exposure, GS wanted to make money, and there were 50x as many people who wanted to be long mortgages. Therefore GS facilitates creating a CDO, an outside company picks the actual mortgages/tranches, and everyone throws their money down and places your bets. Correct me if i'm wrong, which I can be, but the only way this would be illegal is if GS misrepresented this security in order to make this CDO happen. And considering how bullish people were on housing a couple years back, and the fact that everything was A+++++ as rated by s&p/moodys (which at the time was considered reputable agencies), I have a hard time believing that GS could posssibly dissuade "sophisticated" investors from buying in even if GS wanted to. I think the issue is that they let Paulson pick what went in the CDO fund and knew he was designing it to fail and had a CDS on it and then they told everybody it was a different third-party that picked everything. Also, it's not really true that everyone was super-bullish on these things. This American Life has a really interesting episode about a similar situation with Magentar and how CDOs were almost dying out until they starting buying in: http://www.thisamericanlife.org/radio-archives/episode/405/inside-job Edit-- also this: http://www.propublica.org/feature/all-the-magnetar-trade-how-one-hedge-fund-helped-keep-the-housing-bubble
|
|
#
?
Apr 23, 2010 17:22
|
|
|
unnoticed posted:I think the issue is that they let Paulson pick what went in the CDO fund and knew he was designing it to fail and had a CDS on it and then they told everybody it was a different third-party that picked everything. Just to clarify, the ABACUS products were composed of CDSs not CDOs. And I think it's safe to say that if GS had told any potential investors that Paulsen was the short side of the trade _and_ had selected the underlying bonds there would have been much less interest in them.
|
|
#
?
Apr 23, 2010 17:48
|
|
|
I WANT TO EAT BABBY posted:Just to clarify, the ABACUS products were composed of CDSs not CDOs. And I think it's safe to say that if GS had told any potential investors that Paulsen was the short side of the trade _and_ had selected the underlying bonds there would have been much less interest in them. Thats the way I interpreted it. GS didn't do anything illegal in designing the product, but its a question of full disclosure, and its easy to make a case that a fiduciary breached their duty by forgetting to disclose absolutely everything. Anyone in financial services has Errors and Omissions insurance for this reason.
|
|
#
?
Apr 23, 2010 17:59
|
|
|
destructo posted:Lunchmoney gamble, Bought 1000 shares of FBC @ 0.677 today. Earnings out April 27th. I'll probably regret it, but the stock's a bit too risky for me. I don't see anything driving up the price but hot air, particularly with the reverse split looming.
|
|
#
?
Apr 23, 2010 18:17
|
|
|
Zarrr posted:Sold out my 5,000 shares @ .735 today. edit: 210k share being dumped @ 0.75 and another 100k for sale at 2.99? Pipe dream. edit2: FBC hitting 0.825 in afterhours 
destructo fucked around with this message at 00:06 on Apr 24, 2010 |
|
#
?
Apr 23, 2010 18:27
|
|
|
SSH IT ZOMBIE posted:Argh, bastards. Yes, people have failed to realize smartphone sales are exploding... you're the only one who noticed.
|
|
#
?
Apr 23, 2010 19:09
|
|
|
destructo posted:Probably a good call, I should just take my 12% and call it a day.. earnings not till Tuesday though, maybe I'll wait a bit longer.
|
|
#
?
Apr 23, 2010 19:22
|
|
|
PsychoAndy posted:Also I decided to put on Constant Nonsense and Bull Crap and they still have the stupid 9 talking head box system. Then Tyler Mathisen asked Kevin Cook, some fx guy, how to make money off the Greek crisis, and he starts talking about actual ways to make money like getting into short euro futures or short EURUSD and the CNBC heads start cutting him off. Josh Lyman fucked around with this message at 20:01 on Apr 23, 2010 |
|
#
?
Apr 23, 2010 19:54
|
|
|
Dr. Jackal posted:if only we could short BBI endlessly... I'm always kind of tempted to try writing a bunch of calls on stocks like these. Looks like someone actually bought 136 oct 2010 $2.5 calls today at .1. I mean, I would bet that the rapture would happen before blockbuster trades at 2.50 again. That just seems like an easy 1K+ to write those calls. Edit - I guess part of the problem is getting approved to write naked calls. Baddog fucked around with this message at 21:31 on Apr 23, 2010 |
|
#
?
Apr 23, 2010 21:27
|
|
|
I've been reading this thread fairly regularly, and I've dabbled a bit in stock purchasing. I'm curious in what kind of software options are available. I used to play a lot of online poker, and the software there allowed instant hand import, updating HUD's to show statistics, and various statistic/graphing options to show results of play. From what I've seen, there's a couple of stock software options: 1. Software that allows you to buy/sell with various options and streaming tickers 2. Software that pulls information about stocks from various sources I can't seem to find any software to analyze/chart your personal stock results. I mean specifically your own gains/losses, maybe showing unrealized gains/losses as well. Not individual stock charting. Is this out there and I just haven't found it? or nonexistent? Also is there an equivalent to the poker win rate (big blinds won/100 hands played) that is commonly used to show how well you're doing? Thanks!
|
|
#
?
Apr 24, 2010 03:40
|
|
|
Stup posted:I can't seem to find any software to analyze/chart your personal stock results. I mean specifically your own gains/losses, maybe showing unrealized gains/losses as well. Not individual stock charting. Is this out there and I just haven't found it? or nonexistent? I personally use spreadsheets for everything, but if you're looking to drop some money on a 3rd party app this: http://www.tradelogger.net/ has more bells and whistles than anything I've seen. I dabbled with it a while back, and don't personally use it. quote:Also is there an equivalent to the poker win rate (big blinds won/100 hands played) that is commonly used to show how well you're doing? There is not a single common metric. Some metrics are average trade, profit factor, sharpe ratio... there are a whole lot of them. I will add that the number people most often quote to other people is win rate. Even though it ignores a whole slew of information, people really seem to zero in on it, or at the very least feel compelled to brag about it.
|
|
#
?
Apr 24, 2010 07:06
|
|
|
LactoseO.D.'d posted:I personally use spreadsheets for everything, but if you're looking to drop some money on a 3rd party app this: http://www.tradelogger.net/ has more bells and whistles than anything I've seen. I dabbled with it a while back, and don't personally use it. Will look into that. I've been doing everything manually in spreadsheets as well, but it'd really be nice to have some software that pulled day by day charts for individual stocks and showed that as well. Kinda like the Motley Fool CAPS system that can show how you are doing compared to the S&P, etc. quote:There is not a single common metric. Some metrics are average trade, profit factor, sharpe ratio... there are a whole lot of them. I will add that the number people most often quote to other people is win rate. Even though it ignores a whole slew of information, people really seem to zero in on it, or at the very least feel compelled to brag about it. There's a lot of different ways to measure how successful you are at investing in something. In poker, most people would argue that your hourly rate is what's most important. Of course there are other considerations like how much more variance certain play styles have, etc. and I imagine it's the same in stocks.
|
|
#
?
Apr 24, 2010 09:49
|
|
|
What do you all think of VZ, Reading over its SEC filings, I think its a big time buy now.
|
|
#
?
Apr 24, 2010 18:51
|
|
|
|
| # ? May 12, 2024 15:20 |
|
|
fougera posted:What do you all think of VZ, Reading over its SEC filings, I think its a big time buy now. What makes it stand out? You still have no confirmation of an iphone and the carriers are fighting at price level on plans now.
|
|
#
?
Apr 24, 2010 19:16
|
|