WFM was up 9 sessions in a row (not including today) coming into this Jana story about trying to get them to sell. M&A splurge usually a signal we're heading towards the end of this cycle.

Anyone still looking at KEEKF? I have some shares at .92 and looking to add more. Has tons of users and seems to be moving up weekly in the social media app category with some notable celebs joining on. Curious what others might think either on the buy or sell side.

Got some WAC $2 calls. May and June

Not to inject politics into thread but isn't it possible Putin is gonna try to rope US into all kinds of political drama so he can get ME instability and return to higher oil prices since Russia has struggled last 3 years?

Seems like a decent time to go long some of these speculative plays like HOS.

With that volatility, why not just own it outright?

They are real cheap and think there could be news by may

In my opinion USA is the one causing most of the instability in the middle east.

Russia is the one country preventing Syria turning into a Libya type situation for the past couple years.

Can you expand your thoughts on this play? It's a pretty illiquid name for options so I'm not sure what the plan is here other than buying lotto tickets.

http://mobile.reuters.com/article/idUSKBN17C1YP SEC onto manipulation in tickers LBIO GALE IMUC. Some of it was on SeekingAlpha. Short bias LBIO

GLD & TLT both at key inflection points. Breakout or fakeout? A bit weird to see how strong small caps have been holding up while those two are on the move.

Gold loves war. Stocks aren't always so sensitive.

Those strikes have nothing to do with it IMO.

I hate to say this after the fact since I missed it but damn UAL was an easy one when it got down 3-4%. Airline industry in US has no competition, this won't hurt UAL much at all beyond some short-term bad PR and it was gapping down like it was Chipotle with the ecoli problem.

Not sure that's a good comparison especially since this just happened & CMG is pushing into multiple years dealing with the aftermath of their scandal. Agree it was a nice flip but a decent portion of the retrace was because DAL is reporting tomorrow morning first up for the sector, AAL was really hot too. Airlines are heavily commoditized, customers will quickly forget about that scandal when their prices get slightly cheaper than the other majors. Not to mention for some UAL is the only option for business and their reward system etc. Any effects on earnings are likely to be temporary, having said that the sector has run a ton over the past year. A market correction brings them all back down to earth.

Yeah but it's not an industry exposed to competition, so this idea that this PR is going to cost them customers is mostly useless. As the market seemed to determine pretty quickly after the initial overreaction.

Agree that they could be in trouble for other reasons like fuel prices rising and squeezing margins or an overall correction but that is a separate issue.

The point I'm making is if you think chipotle is going to poison you, then you go to qdoba. If you think UAL was dicks for doing that, it makes no difference.

The time to buy is when there's blood in the streets.

I got in near the bottom on UAL and out near at the top at the end of day. This media cycle nonsense is a non-issue as are boycott threats in general. No one boycotts anything in America despite what you read on Twitter.

Did you call -5%, blood in the streets? Bit dramatic.

It was pretty obvious I was referring to the media circus.

If you say so?

It gets better... Apparently Amazon was "mulling a bid" according to BBG. Anyone have a thought on why they would want Whole Foods?

Anyone have any experience/comments about tradestation?

nh

I did the opposite

I think its a near certainty that this will barely effect their bottom line (with some small probability of a big impact). It is an interesting look into the give-and-take between standard PR management and viral effects.

Think a 5% correction over the next couple weeks is looking increasingly more likely