2014 Trading Thread - Page 36 - Business, Finances and Investing Forum

Two Plus Two Forums Other Topics Business, Finance, and Investing

2014 Trading Thread

Post Reply Subscribe

...

Page 36 of 243

First

16 26 31 32 33 34 35 36 37 38 39 40 41 46 56 86 136 236

Last

Page 36 of 243

First

16 26 31 32 33 34 35 36 37 38 39 40 41 46 56 86 136 236

Last

02-19-2014 , 06:31 PM

#876

homeboy604

veteran

Join Date: Jul 2006 Posts: 3,360

FB buyin whatsapp for 16bil.

Tesla increasing output from 600 to 1000 cars seems like a big deal.

Quote

02-19-2014 , 06:41 PM

#877

DickFuld

Pooh-Bah

Join Date: Sep 2007 Posts: 4,113

Quote:

Originally Posted by homeboy604

FB buyin whatsapp for 16bil.

I'm seeing $19 bill and $16 bill all over, which is it? Either way it seems like a bad deal. I expect facebook to fall sharply after that one.

Quote

02-19-2014 , 06:44 PM

#878

MyrnaFTW

Carpal \'Tunnel

Join Date: Nov 2011 Posts: 7,804

Quote:

Originally Posted by homeboy604

FB buyin whatsapp for 16bil.

Tesla increasing output from 600 to 1000 cars seems like a big deal.

LOL. That can't be good for my short plays. Just wow.

Quote

02-19-2014 , 06:54 PM

#879

DickFuld

Pooh-Bah

Join Date: Sep 2007 Posts: 4,113

Quote:

Originally Posted by MyrnaFTW

LOL. That can't be good for my short plays. Just wow.

If you're short facebook it will be pretty good... what are your positions? Also why don't we have a group skype chat for the people participating in this thread?

Quote

02-19-2014 , 06:58 PM

#880

Morishita System

old hand

Join Date: Jan 2011 Posts: 1,391

Shorting GRPN through earnings as a degen move.

Quote

02-19-2014 , 07:07 PM

#881

DickFuld

Pooh-Bah

Join Date: Sep 2007 Posts: 4,113

Anyone who wants to join the skype group chat, add me, my skype is frank10the01tank. Just mention 2p2 trading in your invitation request.

Quote

02-19-2014 , 07:29 PM

#882

rafiki

Carpal \'Tunnel

Join Date: Jan 2006 Posts: 41,359

So how far are we letting some of these emerging market funds slide before we start building positions? Pretty 1997'ish, stands to reason that eventually there's going to serious money to be made on these.

Quote

02-19-2014 , 07:44 PM

#883

DickFuld

Pooh-Bah

Join Date: Sep 2007 Posts: 4,113

Quote:

Originally Posted by rafiki

I went long EDC from feb 4th and exited feb 14th and got about 12% after fees. I expect after today's fed remarks it will be another slide so you could take the other side until you see a trend reversal.

Quote

02-19-2014 , 09:43 PM

#884

MyrnaFTW

Carpal \'Tunnel

Join Date: Nov 2011 Posts: 7,804

Quote:

Originally Posted by RaineTech

If you're short facebook it will be pretty good... what are your positions? Also why don't we have a group skype chat for the people participating in this thread?

I am short grpn , ebay , dnb , mu, wtw . Fb will gap down , but other internet issues like grpn might go up tomorrow based on the valuation set by fb on whatsapp.

Don't jinx us MS.

Quote

02-19-2014 , 10:23 PM

#885

1070752

centurion

Join Date: Jan 2013 Posts: 152

Added XTRM and PEII today, we'll see how they do.

Quote

02-20-2014 , 01:35 AM

#886

PunnyYouSayThat

Tattoo Commissioner

Join Date: May 2007 Posts: 5,097

what do you guys think about alibaba going pubic?

Quote

02-20-2014 , 04:36 AM

#887

WorldBoFree

old hand

Join Date: Dec 2009 Posts: 1,599

Quote:

Originally Posted by RU18LOL

what do you guys think about alibaba going pubic?

Aren't they already maxed out on pubic?

Quote

02-20-2014 , 12:01 PM

#888

Duffman08

adept

Join Date: Nov 2008 Posts: 1,013

Covered GRPN for the smallest gain.

Price not performing how I wanted it and FB made it clear these stocks will remain overvalued.

In lots of cash now

Quote

02-20-2014 , 01:15 PM

#889

BigBiceps

Carpal \'Tunnel

Join Date: Mar 2004 Posts: 6,205

If you have reasonable options commissions, is there any reason not to buy ^VIX calls and short VXX calls?

They seem to be well correlated, except the fees and decay of VXX gives it a worse return. I haven't done an analysis, but it doesn't seem to be priced into the options prices (at least far OTM ones).

Quote

02-20-2014 , 01:27 PM

#890

MyrnaFTW

Carpal \'Tunnel

Join Date: Nov 2011 Posts: 7,804

Quote:

Originally Posted by Duffman08

Covered GRPN for the smallest gain.

Price not performing how I wanted it and FB made it clear these stocks will remain overvalued.

In lots of cash now

honestly,, this is the type of action today that makes me want to short more.. i was expecting a bigger gap up , and pre earnings run happen frequently too.. i expect to add to my short near eod.. also buying some longer term (april) puts..

Quote

02-20-2014 , 02:49 PM

#891

DickFuld

Pooh-Bah

Join Date: Sep 2007 Posts: 4,113

Seamless just filed for an IPO. Pretty cool, hate that these are basically uninvestable for retail traders though.

Quote

02-20-2014 , 05:00 PM

#892

MyrnaFTW

Carpal \'Tunnel

Join Date: Nov 2011 Posts: 7,804

added to my grpn position,, you cant be an 0-3 jinx mori****a..

Quote

02-20-2014 , 05:36 PM

#893

DickFuld

Pooh-Bah

Join Date: Sep 2007 Posts: 4,113

Quote:

Originally Posted by MyrnaFTW

added to my grpn position,, you cant be an 0-3 jinx mori****a..

I dont understand whats going on... They beat profit and revenue estimates, and beat guidance estimates. Shares went from 10.28 to 12.1 to now 9.23???

Quote

02-20-2014 , 05:43 PM

#894

DickFuld

Pooh-Bah

Join Date: Sep 2007 Posts: 4,113

Quote

02-20-2014 , 05:50 PM

#895

MyrnaFTW

Carpal \'Tunnel

Join Date: Nov 2011 Posts: 7,804

lovely lovely chart.. it guided lower on future quarters, they will probably spin it as spending it in overseas expansion .. it will be bumpy tomorrow for sure.. their whole gaap-non-gaap method of reporting ,, hopefully it closes somewhere in the 8's AH, but it would not surprise me if it closes near 10 either.

Quote

02-20-2014 , 05:51 PM

#896

ToothSoother

adept

Join Date: Jan 2014 Posts: 1,014

Quote:

Originally Posted by RaineTech

I dont understand whats going on...

You and half the market apparently, even though it's there in plain sight and was from the beginning. No wonder the market is so soft.

Quote:

They beat profit and revenue estimates, and beat guidance estimates. Shares went from 10.28 to 12.1 to now 9.23???

You might want to check the bolded. You need to get yourself a better news service that pays attention to details. Key points:

Q4 "adjusted" EPS of 4c, est. at 2c; Sees Q1 -4c to -2c, est EPS of +6c

Amazing that the stock went up 15% before reality hit home. Comedy gold. Congrats Myrna, nice win.

Quote

02-20-2014 , 06:00 PM

#897

MyrnaFTW

Carpal \'Tunnel

Join Date: Nov 2011 Posts: 7,804

Quote:

Originally Posted by ToothSoother

Congrats Myrna, nice win.

thanks TS , but you know not to count victories till its converted back into money market funds.

Quote

02-20-2014 , 06:41 PM

#898

jb514

veteran

Join Date: Oct 2009 Posts: 2,837

Quote:

Originally Posted by BigBiceps

VIX calls are priced on the VIX futures which basically mirror the VXX. I think if you assume assume there are no option arbitrage opportunities, your life become a lot easier.

Quote

02-20-2014 , 07:56 PM

#899

BigBiceps

Carpal \'Tunnel

Join Date: Mar 2004 Posts: 6,205

Hey jrb, can you post the imbalance data tomorrow and a week from tomorrow?
Fri 2/21 options expiration and Fri 2/28 EOM.

Also, congrats if anyone wrote index straddles SPX on options expiration Jan 17 close = 1839, SPX today = 1839. Option buyers lose again.