Yeah this is pretty much what I do. Look at the probability the options are pricing compared to the stock, sometimes there are some small discrepancies where you can get slightly better r/r being in various options/stock.

On RAD I felt like it was definitely worth owning in the low 3s and that the risk was probably better in the stock given all the different possibilities of what could have happened. I sold tiny into the run into the run near 4 and most of it at ~3.10 when WBA called it off.

indexes totally disconnected again today. the game is afoot

yeah nasdaq says come on down and others do not give a **** right now, but they will soon. but nah? or maybe?

Yeah impressive rotation. Tech down and financials still ripping.

To me it's trading like big money selling out and going to greener pastures, while algos/buy the dip retails are throwing away their profits bit by bit trying to continue a now broken trade that worked for a long time but doesn't any more.

things are getting interesting. i was thinking things would be much slower til at least wednesday

short GM

why are people so excited about cars? no comprende

amzn on sale

For some reason my fear gauge is off the charts and all I see is risk everywhere. It's really annoying.

Enough Korean ICBM articles will do that for sure

yeah my spidey senses are tingling. that said, i don't have spidey senses

covered 332.50

Nice trade. How few days was that? That's a solid annualized return.

06-28-2017, 10:39 AM

Hey Juan if you like the contrarian stuff long checkout INTC Intel here. Its really cheap for a big-cap tech. 14 trailing PE here, 3.2 % dividend yield. They just made an acquisition that could be a better growth catalyst. I'm going to pick some up for my Roth IRA soon solely for a dividend strategy. That dividend is secure and only going to increase. Check GSB too.

i was selling (expensive) puts in those. not going to do that in INTC with earnings coming up

good luck

DGLY (Digital Ally) could be a huge rip after a patent win. Related to wearable camera tech. Currently $5.65 premarket. Do your own due diligence, I haven't been following this one for a long time, but it's interesting.

So basically, Taser (maker of police etc body cameras, now known as Axon) was unable to invalidate DGLY's patent for cameras automatically turning on. The application for review was rejected on all grounds. Thus DGLY, worth only $31 million even after the pop, now has much stronger patent claims and ability to sue.

Hadn't been paying attention to metals at all. Crazy silver gave away the whole year's comeback.

Yep, sticking to my plan is paying off.

I add to my core positions on dips, sell on the rips.

I just jumped into GMS. Nice profitable company that investors were a tad hard on after last earnings. Looking to run it up for about 10%

nevermind

Bzun, Holding for a year.

Buying DS

Thanks for posting about Digital Ally, going to take more of a look at this this weekend. One thing that immediately jumped out as me is they seem to be burning through cash, so I would think some kind of dilutive secondary offering could potentially be on the table.

Just my 2 cents from taking a quick look at this though, I haven't gone through their SEC filings or anything yet.

One other idea that I like right now is RAD. I think there's a good chance that some private equity firm is going to want to buy it. There seem to be tons of areas where things could be improved operationally, and it has some attractive assets as far as its PBM operation, existing locations, and footprint as a pharmaceutical distributor. It seems to have found a base, so I think this might be a good time to start accumulating as more of a swing trade / intermediate hold.

Nice

I got out of most of my short options. If it goes down again im will close the rest and probably join you in buying the dip. If it gets back to highs I'll probably add to my shorts

Market has been interesting the past couple weeks. I suspect this week won't disappoint

Friend is a data architect. He mentioned to us in late March that if he knew how to invest he would buy Alteryx (AYX). After telling him that the market knows everything about the stock and it's priced accordingly, he said, "Yes, but the market doesn’t realize the power that the product actually encapsulates. It makes data blending happen SOOOOOOOOO much easier than any other product out there. People were comparing this to Tableau. Tableau SUCKS and does about 2% of what Alteryx does. IF I knew how to invest in stocks, I would throw $1k at it."

He got 58 shares in April at around $17.25/share. It (almost) immediately drops over 10% so I figured what the hell and bought 65 shares at $15.35/share in late April. First single stock I ever bought. Since then it's up almost 50% in 10 weeks. Upset I didn't buy more.