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Lucas Krupinski

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  • Lucas Krupinski
    Covered RAX short. Nice gain!
    May 9, 10:05 AM
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      • Lucas Krupinski
        long VKQ, JQC, DHY, AGNC, NCT, WRLD, LUK, AGO, TCAP, RYN. hard to open long positions at these prices, much more focused on finding shorts
        Apr 26, 4:41 PM
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          • Lucas Krupinski
            been a while since i updated this... what've I done recently? Short AMZN, short NFLX, short RAX for starters.
            Apr 26, 4:39 PM
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              • Lucas Krupinski
                sold some far out of the money calls against C; doubt it will fall enough to make me a buyer.
                10/11/12
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                  • Lucas Krupinski
                    Sold far out of the money calls against NCT; leaves me with a few dollars up side, while generating a slight premium
                    10/11/12
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                      • Lucas Krupinski
                        Added to my covered call position in MIPS (added shares, sold additional contracts)
                        10/11/12
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                          • Lucas Krupinski
                            in light of the current pullback, I added a little to my AGNC position today.
                            10/10/12
                            Reply (2)
                            • piggysun: smart move, I think AGNC is going back to 35-36 soon.
                              10/12/12
                            • Lucas Krupinski: I'm not very excited by any appreciation; purely interested due to income - the recent run up only caused me to stop aquiring shares...
                              10/13/12
                              • Lucas Krupinski
                                Also since I'm doing stock talks - bought shares of TCAP on Friday.
                                8/6/12
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                                  • Lucas Krupinski
                                    Bought puts on SSO with $55 strike. A gamble, I know. And i don't like gambling, but ts a very small allocation to a stable portfolio
                                    8/6/12
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                                      • Lucas Krupinski
                                        I bought some KCG on Friday morning. Added some to that today. Also, added just a little AGNC with its drawdown.
                                        8/6/12
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                                          • Lucas Krupinski
                                            purchased a little ARR and SFL this morning.
                                            7/3/12
                                            Reply (11)
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                                            • Lucas Krupinski: and values go down. It's a balancing act. But SPOing now just lets them buy more at what will likely be the highest prices
                                              7/4/12
                                            • Lucas Krupinski: Even so, price recovers post SPO generally, so i won't fret, just hold through a few distribution cycles.
                                              7/4/12
                                              • Lucas Krupinski
                                                A good example of why cash isn't always worth a dollar when its tucked inside a balance sheet. It can be wasted. http://bloom.bg/LTg3vE
                                                7/3/12
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                                                  • Lucas Krupinski
                                                    shorted LNKD yesterday. Pure short, instead of options, so no worry about time, expiration, etc. valuation is absurd based on earnings!
                                                    6/12/12
                                                    Reply (8)
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                                                    • Lucas Krupinski: i didn't add anything today. No panic, 1 week moving in the opposite direction than I'd like doesn't break a thesis.
                                                      6/22/12
                                                    • Lucas Krupinski: And yes, it could go to 150, but it it does it without earnings behind it, it'll just become that much more enticing of a short position.
                                                      6/22/12
                                                      • Lucas Krupinski
                                                        bought some RYN yesterday... I had held it for a while, but had exited a while back.
                                                        6/12/12
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                                                          • Lucas Krupinski
                                                            added a little PWE to my position just now.
                                                            6/4/12
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                                                              • Lucas Krupinski
                                                                shorting FSLR and BBRY appears to be just about played out. What other easy to shoot fish are there in the barrels out there?
                                                                5/23/12
                                                                Reply (2)
                                                                • Chris Lau: FB ZNGA LNKD CRM PCLN
                                                                  5/28/12
                                                                • Lucas Krupinski: I'm interested to find out what FB puts will be priced at tomorrow...
                                                                  5/28/12
                                                                  • Lucas Krupinski
                                                                    jpm is starting to look attractive
                                                                    5/21/12
                                                                    Reply (2)
                                                                    • Skull & Bones: JPM got caught getting greedy ahead of a "solution" in the EU. They will have to stand in the corner with the "dunce cap" on for a while.
                                                                      5/22/12
                                                                    • Lucas Krupinski: I don't disagree with that, and won't be buying here. Though if it slips into high 20's, I may be a buyer at that point.
                                                                      5/22/12
                                                                      • Lucas Krupinski
                                                                        still holding my solar combo: long CSIQ, JSOL, TSL, YGE, short TAN
                                                                        9/26/11
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                                                                          • Lucas Krupinski
                                                                            covered my NFLX short today.
                                                                            9/26/11
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                                                                              • Lucas Krupinski
                                                                                Also, closed TBT position and added to DHY and SRV positions.
                                                                                9/20/11
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