Tuesday, July 31, 2012

REITs

REITs stil on fire

MLNX

MLNX looks good again today

SBS

SBS slow and steady winner

Tuesday earnings ideas

Earnings ideas.  FIRE 50/55/55/60  Butterfly for $1.30
                             RGR 50/55 Call Soread $1.75
Biotech looking real weak now

Friday, July 27, 2012

PCYC coming back alive.  Near 55. I can see it reaching 60 soon.
OCZ up big today on rumors of a buyout of about $17.  I nibbled some afterhours on friday at $8.15.  There were a lot of options bought today.  Announcement might be afterhours on monday when seagate reports.
http://www.brightsideofnews.com/news/2012/7/27/seagate-completes-acquisition-of-ocz-announcement-during-seagate-earnings-on-730.aspx

Monday, July 23, 2012

Biotech FDA decision thursday. HZNP and PGNX.  I think these will move the most.  Consider am Aug straddle play
AAPL seems the most consistent to the upside.  Consider a weekly call spread 605/610 or 610/615
Tuesday interesting earnings
AAPL
CPLA
CTRP
DPZ
NFLX
PII
QCOR
TRIP
UIS

Prediction Up: AAPL DPZ NFLX QCOR
Prediction Down: CPLA UIS PII CTRP

Wednesday, July 18, 2012

Earnings: FFIV inline down some after hours
                 MLNX Halted:
VVUS will probably selloff after today.  August put spread 30/25 would probably work.
AMRN FDA next week. Analyst price targets $21

Tuesday, July 10, 2012


Starbucks SBUX forming a wedge.  Could breakout either way but more likely to continue down.  I currently have a 50/47.5 put spread for August.

Friday, July 6, 2012

Thursday, July 5, 2012

Informatica down 26% after hours on negative Q2 pre-announce
Now this is a motorhome: http://www.frontdoor.com/buy/video-vin-diesels-mega-motor-home/56410?affiliate=blocker&omnisource=SEM&c1=Celebrity_Homes_Computer&c2=Celebrity_Homes&c3=Taboola

ARNA now up 14%.
Taco Bell offering a buy one get one free Cantina Bowl.  Price around $4.79.  Similar to Chipotles bowl.  Go to taco bells facebook page to get a coupon. Offer expires July 7th
Interesting stocks on the new high list
PRKR LF NEON AACC BWS SEM SMBL AKRX
ARNA up 5%.  This could have some legs up to $12-$13
WPRT possible pullback coming
DDD strong trend up
PWRD bouncing back
PCX up 32%.  Two good days in a row.  Could get up to $3 soon.  If this is a turn around could go up a whole lot.

Tuesday, July 3, 2012





Chart of PCYC.  Has run up a lot but we are ok as long as it stays above the 10 day simple moving average.  Has gone from $15 to $58 since the beginning of 2012.
Stocks to checkout: ELLI V AAPL
Todays movers
PCX - Coal stock.  Has a lot of upside if coal goes back in favor
LIVE - Small market cap may possibly be a pump and dump but you can male money playing it.
GRPN - Hurting.  You could probably short this.
Other biotech moving
REGN
CLDX
ALXN
BMRN
IMGN
MAPP
NAVB
SPPI
THRX
Upcoming FDA catalysts
VVUS July 17 ($29.93)
HZNP July 26 ($8.25)
AMRN July 26 ($15.46)
ONXX July 27 ($68.09)
PGNX July 27 ($10.47)
SLXP July 27 ($55.65)
You can ride these up until the FDA day.  Then possibly do a straddle with options.
Thinking about going short on SHLD.  Possibly August 57.5/50 put spread for $2.58
Active stocks to watch: AFCE AKRX ALCO ALGT AUXL GLUU HCII HTLF JBSS LIVE PCYC PGNX SMBL SPPI SQI SUSS ULTI