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nasdaqwoody

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  • Fear Is Saying Short SPY Now [View article]
    I bought a 2085 April put today for 26.2 and sold for 31.4. I was late in and early out. I thought about holding over night but the snap back rallies have been fierce so I picked up my chips. I will for a better entry point tomorrow.
    Mar 25, 2015. 10:30 PM | Likes Like |Link to Comment
  • The Stock Market And Monetary Policy [View article]
    I am betting that the Fed will not tighten. With Europe giving money away and the Euro dropping almost 30%, it is like the fed has already tightened. No further action needed.
    Mar 10, 2015. 08:23 PM | Likes Like |Link to Comment
  • Friday's Sell-Off: Assessing The Damage And Opportunities [View article]
    Reading the headlines you would think Friday was a surprise but market action all week has felt like a top. We hit Nasdaq 5000 and immediately backed off. Every advance was met with selling. Once the market broke down, selling began in earnest.

    The news was just a catalyst. The rest was profit taking. Does this have more to the downside. I dont know but my guess is that we are only half way through it.
    Mar 7, 2015. 08:09 AM | 5 Likes Like |Link to Comment
  • Solazyme shellacked after earnings miss, analyst downgrades [View news story]
    Yes I am long but I dont like the fact that no one is supporting this stock. If management is so sure that they have things under control, why doesnt the company, management or the bankers who did the last offering stepping in?
    Nov 6, 2014. 03:55 PM | 2 Likes Like |Link to Comment
  • Solazyme shellacked after earnings miss, analyst downgrades [View news story]
    I thought management did a terrible job of describing their situation during the conference call. When things are going badly, you cant be vague. I was left feeling that they didn't know how to fix the problems, they were not sure how much volume they could deliver and they were afraid to guess at the price and margin of their new product mix.

    You can t come to a call saying that you are discussing these issues. You must show people that you see a clear path to profitability. They failed to do that and that puts the question of bankruptcy on the table.

    This is a case of poor communication that make me doubt management.
    Nov 6, 2014. 02:49 PM | 6 Likes Like |Link to Comment
  • FireEye -20.9% AH on revenue miss, guidance; PANW, CUDA also lower [View news story]
    After twenty years of doing this stuff, I still cant price these tech stocks. The problem is these huge valuations include a discount on earnings that are 5 years out in an industry that is changing daily!
    Nov 4, 2014. 05:40 PM | 3 Likes Like |Link to Comment
  • FireEye -20.9% AH on revenue miss, guidance; PANW, CUDA also lower [View news story]
    Well, Poke me in the eye with a sharp stick!
    Nov 4, 2014. 04:31 PM | Likes Like |Link to Comment
  • Special Situation: New IPO Crashes 90% Out Of The Gate On Unexpected Dump [View article]
    Nothing in this article makes me want to buy. I remember when RedHook went public, It had a deal with Bud for distribution. Every bar in Seattle was selling it and it had been around for a number of years. This thing has none of that. It is a wish and a prayer. I would have preferred to read that management was buying up the shares.
    Oct 21, 2014. 08:58 PM | 3 Likes Like |Link to Comment
  • CEFL Now Yielding 22.5% [View article]
    So the 10,000 question. Can an investor hold this security for 5 years without getting whacked?
    Oct 20, 2014. 10:36 PM | Likes Like |Link to Comment
  • Solazyme: It Isn't Easy (Or Profitable) Being Green [View article]
    I am long the stock and I like to read such articles and the comments below it. I never want to fall in love with a stock. This article forces me to challenge my assumptions. So lets challenge them:
    1. Sugar is available in Brazil. Check
    2. Technology is working. verdict still out but the article doesn'tbring new information
    3. Prioduct prices will hold strong. Check. Petroleum Prices will have little affect on company revenue.
    4. Management competent and motivate Article does ask some good questions and management does worry me. They need to communicate better.

    I will remain long for now but we need to see some good revenue numbers and soon.
    Oct 18, 2014. 02:24 PM | 4 Likes Like |Link to Comment
  • Why This Sell-Off Is The Next 'Buy The Dip' Opportunity In Stocks [View article]
    I hear you but lots of stock are on sale. I rather be buying today then 2 weeks ago and 1500 points higher. Lets see what kind of bounce (if any) we get tomorrow. (NFLX didnt help)
    Oct 15, 2014. 09:58 PM | Likes Like |Link to Comment
  • Why This Sell-Off Is The Next 'Buy The Dip' Opportunity In Stocks [View article]
    Today felt like the bottom. Small caps rallied. Good stocks rallied and the indexes bounced sharply off their lows. Are we finished with the correction? Don't know but there was blood in the street and I was buying?

    The sweaty palms say that I was not following my emotions. Tomorrow we will see.
    Oct 15, 2014. 08:59 PM | Likes Like |Link to Comment
  • The 4 Drivers Of Stock Market Prices [View article]
    Don't look now but 1950 is in the rear view window and we are heading south.

    I think that the storm clouds over Europe may be threatening your earnings assumption. Hope I am wrong but that would explain the poor action that we are seeing.
    Oct 7, 2014. 09:55 PM | 2 Likes Like |Link to Comment
  • Why Amazon Has No Profits (And Why It Works) [View article]
    Obviously no, and I dont even think that he saw the Tom Cruise movie...
    Sep 7, 2014. 09:33 AM | 1 Like Like |Link to Comment
  • Contrarians take note: Leveraged ETTs fall out of favor [View news story]
    leveraged long funds can be held for long periods of time (months, years maybe)

    don't try that with the leveraged shorts!
    Sep 7, 2014. 08:56 AM | Likes Like |Link to Comment
COMMENTS STATS
169 Comments
376 Likes