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J Mintzmyer

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  • J Mintzmyer
    $ANGI pop is unwarranted with horrendous q/q growth figures. Looks like the DR well has finally dried up.
    17 hours ago
    Reply (2)
    • phuettner: How quickly the market reacts to your comments!! haha Glad were back under 2% gains. Same problems with this release as past ones .
      17 hours ago
    • Mioracle: I find it puzzling and a bit disheartening how analysts were spinning this as a "great quarter". Not panic selling my puts today
      12 hours ago
      • J Mintzmyer
        Long $AAPL May14 $600 calls for $1.32.
        17 hours ago
        Reply
          • J Mintzmyer
            Sold $AAPL May 2 $550 calls for $19, gain of 459% in 1 day.
            17 hours ago
            Reply (3)
          • View all 3 replies
            • danepearson: congrats!
              17 hours ago
            • joe kelly: I gotta start doing calls and puts. $TEU down again today. Thanks again. I'll let this go now.
              16 hours ago
              • J Mintzmyer
                Long $NFLX $367.50 weekly call at $2.65.
                Wed, 10:44 AM
                Reply (7)
              • View all 7 replies
                • Christopher Wallace: That is my thinking too. Tomorrow I expect Nazzies to continue to work off some of their oversold position.
                  Wed, 3:50 PM
                • Christopher Wallace: Oooooooooops! I am out. Fight, fight, run away, live to fight another day.
                  17 hours ago
                  • J Mintzmyer
                    Long $ANGI $12.50 Puts for May14 at 85c. Betting on an earnings flop this afternoon.
                    Wed, 9:46 AM
                    Reply (3)
                  • View all 3 replies
                    • J Mintzmyer: True. Crowded trade. Then again so was $PLUG. If results are bad, I think $ANGI could touch single digits.
                      Wed, 9:59 AM
                    • J Mintzmyer: If she zooms, loss is very limited.
                      Wed, 9:59 AM
                      • J Mintzmyer
                        Long $AAPL $550 Calls for 2May14 at $3.40.
                        Wed, 9:43 AM
                        Reply (2)
                        • labas112: nice call on this
                          Wed, 9:21 PM
                        • J Mintzmyer: Thanks. We'll see how they open tomorrow... Considering rolling like 50% of the profits to something like Jul14 $650 calls.
                          Wed, 9:50 PM
                          • J Mintzmyer
                            Buying $PLUG $6.50 and $7 calls to hedge my puts. Closed $7.50 and $7 puts. Still holding $6.50 puts and short $8.50 puts (1/4).
                            Wed, 9:38 AM
                            Reply
                              • J Mintzmyer
                                $PLUG secondary pricing? Seeing as how this one must cater to institutional investors, I wouldn't be surprised by $4-$5... Thoughts?
                                Tue, 9:53 PM
                                Reply (3)
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                                • J Mintzmyer: Agreed Ashraf- or at least $1. Have you seen my trade action on it? Check stocktalks: http://bit.ly/1nnCA50
                                  Tue, 11:29 PM
                                • J Mintzmyer: Tbh, I got completely lucky with the secondary. My thesis was the conference call would disappoint. May puts based on Airliquide dilution.
                                  Tue, 11:30 PM
                                  • J Mintzmyer
                                    $BP still at nearly 50% discount to $CVX/$XOM multiples. Don't think a direct comp is fair, but I still see nearly 50% upside. Long all 3.
                                    Mon, 10:55 PM
                                    Reply (3)
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                                    • J Mintzmyer: Hence why I don't think a direct comp is fair. At the current market cap, $BP is being penalized for $50-$100B in compensation overhang...
                                      Tue, 9:07 AM
                                    • Overanalytical: Yeah...hence! (House bunny reference)
                                      Tue, 11:59 AM
                                      • J Mintzmyer
                                        Position update-- on the chopping block: $NTDOY, wait and see: $COH $CMRT, closely watching $STRA, looking to add $GE.
                                        Mon, 10:53 PM
                                        Reply (1)
                                        • J Mintzmyer: $CRMT **
                                          Mon, 10:53 PM
                                          • J Mintzmyer
                                            Yall realize the $PLUG forklifts are barely economical in the US w/ a tax credit right? Marketing them in Asia?! What a joke... pt <$1.
                                            Mon, 8:52 PM
                                            Reply (20)
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                                            • RayeBob: Been trading it. Can't afford to stay long...too much volatility. Made to trade. Long thesis? Honestly don't know. No one can predict.
                                              Tue, 11:24 AM
                                            • RayeBob: Experienced penny stock disasters before. Been burned. PLUG seems a bit different, IMO
                                              Tue, 11:25 AM
                                              • J Mintzmyer
                                                Long $NFLX $385 weekly calls for $5.20. Figured I already have the downside covered with $300 Jun14 puts, $170 Jan15s and $100 Jan16s.
                                                Mon, 12:44 PM
                                                Reply (2)
                                                • bdy: Dang Mintzmyer, $100 puts? I don't think anyone will confuse you for a NFLX bull any time soon.
                                                  Mon, 3:14 PM
                                                • J Mintzmyer: For $2, I figured it was a decent flier. Seriously though, the $NFLX price action now is about the worst possible thing that could happen...
                                                  Mon, 8:48 PM
                                                  • J Mintzmyer
                                                    See ya $PLUG.
                                                    Mon, 10:17 AM
                                                    Reply (1)
                                                    • glssmrbl: amazing technicals today!
                                                      Mon, 10:19 AM
                                                      • J Mintzmyer
                                                        Long $PLUG $7.50 weekly puts. Sold some more $8.50 weekly puts.
                                                        Mon, 9:42 AM
                                                        Reply (5)
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                                                        • Purple_K: Gotcha - I was a bit confused as to your strategy
                                                          Mon, 12:47 PM
                                                        • J Mintzmyer: I sold the puts for $1.20 when $PLUG was around $7.60- I already had the 2x position in $7.50s so it was a sort of profit capture.
                                                          Mon, 12:58 PM
                                                          • J Mintzmyer
                                                            Making a massive trade in $PLUG- Selling $8.50 weekly puts, buying an equivalent $8 weekly calls, buying 2.5x $7 puts and 5x $6.50 puts.
                                                            Mon, 9:39 AM
                                                            Reply (1)
                                                            • Nathan Brooks: Hope you become wildly rich J Mintzmyer :)
                                                              Mon, 10:05 AM
                                                              • J Mintzmyer
                                                                $PLUG is such a disgusting sham stock- I'm blown away by the collective price support in the market. Just wait for the results...
                                                                Apr 17, 3:02 PM
                                                                Reply (47)
                                                              • View all 47 replies
                                                                • CleanEnergyNow: But I did read somewhere that the g-factory will make batteries for other customers. That's why Panasonic was involved...until they bailed.
                                                                  Sat, 8:51 AM
                                                                • RayeBob: Good comment on Musk guys. Know very little about him, wiki article, but from what I've read he's special and a bit high on himself.
                                                                  Sat, 6:07 PM
                                                                  • J Mintzmyer
                                                                    Just did some basic research on Campbell's $CPB due to curiosity. Wow, what a horrendously managed wreck the past decade!
                                                                    Apr 17, 3:00 PM
                                                                    Reply (2)
                                                                    • Big Pimpin: Campbell's missed the shifting business climate, lost the female/health conscious market and progresso branded itself & happily swooped in.
                                                                      Mon, 5:28 PM
                                                                    • J Mintzmyer: Thanks for the history update- I know from seeing the results that it was UGLY. Never issued cheap debt or repurchased shares either.. fail.
                                                                      Mon, 8:47 PM
                                                                      • J Mintzmyer
                                                                        $15 puts expiring worthless on $BCOR. Lost a decent amount here. Wondering if the GCR report was garbage...?
                                                                        Apr 17, 11:58 AM
                                                                        Reply (3)
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                                                                        • platonicbomb: I felt it was leaning too heavily on 10 year old data and misrepresenting as illegal stuff that is merely seedy.
                                                                          Apr 18, 4:12 AM
                                                                        • J Mintzmyer: Clearly the market agreed. I'm moving on.
                                                                          Apr 18, 10:29 AM
                                                                          • J Mintzmyer
                                                                            Sold the $7.50 $PLUG puts for 70c, gain of 40% in 1 hour (trailing stop). Holding the $5s in May-- looking for a massive drop.
                                                                            Apr 15, 10:34 AM
                                                                            Reply (7)
                                                                          • View all 7 replies
                                                                            • Christopher Wallace: Air Liquide converts coming tradable. They are likely to try to be orderly in get out of their position. But others worry me.
                                                                              Apr 17, 12:07 PM
                                                                            • jaginger: Oh, snap. $AI preferreds converting to 11 million common next month. Sweet!
                                                                              Apr 17, 12:25 PM
                                                                              • J Mintzmyer
                                                                                So much for that rally.... $QQQ pain.
                                                                                Apr 15, 10:16 AM
                                                                                Reply (1)
                                                                                • losbronces: $SQQQ gain, but man does it move fast.
                                                                                  Apr 15, 10:42 AM