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  • Answering 10 Questions About J.C. Penney [View article]
    I'll have what Chuck Norrisssss isssss having
    Feb 25 09:45 AM | 3 Likes Like |Link to Comment
  • A Picture Is Worth A Thousand Words: Implications From Sovaldi Treatment Trends [View article]
    Wow that was thorough! Nice work. I sold $80 GILD Puts this week. I've been wanting 'in' since it was at $62 and am kicking myself!
    Feb 24 03:42 PM | 3 Likes Like |Link to Comment
  • Netflix Is A House Of Cards On The Verge Of Collapse [View article]
    I took death by a thousand paper cuts buying OTM puts on high-flyers. Won't do that again during a bull market with Fed infused liquidity on top. Just dumb.

    the premium you pay for those OTM puts really makes it hard to stomach every quarter.

    but when the bubble bursts (may be 2 more years), NFLX, CRM, WDAY, N, TWTR, AMZN and GOOG will all come crashing big time. Hopefully we'll all have a ton of cash to buy as many PUTS as possible.
    Feb 24 01:36 PM | Likes Like |Link to Comment
  • J.C. Penney: So Much Noise, And What The Retail CDS Is Telling Us [View article]
    Very interesting. I'd love to get more into that CDS world. But I am surprised that people not only are betting on the chapter 11 but they're betting on the timing of it. That seems like betting on when the 'cloud' stocks will correct. It's even worse because we KNOW the cloud stocks will correct but we don't know if JCP will file for chapter 11.

    I've been offsetting some paper losses by selling calls above my average cost and selling $4.50 PUTs. The premiums are great for selling both.

    To be honest though, I'd love a run over $10 and have every single share called away. This stock is not for the weak hearted!
    Feb 21 05:10 PM | 1 Like Like |Link to Comment
  • Is A Great Company, Not A Great Investment (At This Level) [View article]
    you're probably right that it will hit $72 but I cannot get behind a company that makes this much consistent revenue each quarter and can't come close to making GAAP profits. i don't know how that story will change if it hasn't yet.

    is their plan to hit Benioff's goal of $10mm and then fire his entire sales force and marketing groups to eek out a profit? i still don't see how this model will work. i want to see it but it looks SO much like Enron's model to me where they look like they are awesome at everything but they really don't have anything that generates profit.
    Feb 21 09:32 AM | 3 Likes Like |Link to Comment
  • AIG: Upside To At Least $85 [View article]
    Campito - how does the warrent work? Does it just give you the right to buy the stock at a certain price upon expiration? Or can you trade it before expiration? Seems like maybe the same machinations of selling a LEAP call option. Have never played with warrents but the AIG.WS comes up in a lot of articles
    Feb 17 10:31 AM | Likes Like |Link to Comment
  • AIG: Upside To At Least $85 [View article]
    well look at you Mr History - very interesting! I love lineage stories.
    Feb 17 10:26 AM | 1 Like Like |Link to Comment
  • AIG management questioned on expenses [View news story]
    trading 30% below a rising BV - still a great long term hold.
    Feb 14 03:31 PM | 2 Likes Like |Link to Comment
  • Apple: This Is Ridiculous [View article]
    I love this pair trade if you can wait for a few years you will definetly win on this. Can't be squeamish while Wall St continues to run up the price of GOOG. Remember, AAPL was the Wall St darling...until it wasn't.

    One quarter that shows that the growth train is slowing will drop GOOG to a P/E of 17 or lower very quickly.
    Feb 13 10:54 AM | 2 Likes Like |Link to Comment
  • J.C. Penney: Whoa, Just $5 Per Share But I Will Buy More [View article]
    You've made a nice 18% already on your shares you bought at $5.10! Buy low, sell high. Ain't that difficult.
    Feb 11 03:43 PM | Likes Like |Link to Comment
  • Whiting USA Trust I: Estimating Remaining Distributions [View article]
    I was long the Dec puts and now the March puts but the premium was so high that even if it collapses after this next payout I'll barely break even.

    It's very frustrating to have such great information about a stock and have no way to capitalize on the inefficiency.

    Maybe I'll try to buy some $5 Sept puts on the cheap. The market isn't liquid enough to win here. Would need a very big money move.
    Feb 10 09:48 AM | Likes Like |Link to Comment
  • Apple: Tim Cook's Brilliant Move [View article]
    Ashraf it's odd having you on our side now. And I'm not unrealistic enough to think this is a $1000 stock in a $500 stock clothes, but I would at least think it would trade at the average P/E of the stockmarket - that's all I'm asking!
    Feb 7 10:24 AM | 6 Likes Like |Link to Comment
  • Apple iPhone 5C Is No Flop [View article]
    I continue to shake my head owning this stock. It's Q4 beat almost every other company out there and the stock slides 10% off of an already conservative P/E. It is its own ecosystem and ultimately the market will realize that cash, cash flow, earnings and fundamentals matter.
    Feb 6 09:27 AM | 13 Likes Like |Link to Comment
  • Analysts Rate A Buy. They Should Be Ashamed Of Themselves [View article]
    One thing is guaranteed, CRM will have a beat and raise.

    They do it every quarter. How? Why gee I just don't know.

    I'm sure it has nothing to do with manipulating the recognition of their deferred revenue to suit their needs for the quarter. A bombastic, egomaniacal CEO who's entire model depends on the stock price rising would never think of employing uber-aggressive accounting tactics.

    They just must be amazing
    Feb 6 09:17 AM | 2 Likes Like |Link to Comment
  • J.C. Penney: Whoa, Just $5 Per Share But I Will Buy More [View article]
    I agree JSiebs720 (aka Dumbuldore) - follow the bonds.

    If yields start creeping up, run for the hills. As long as they stay as stable 'junk' quality bonds, it's a safe stock to trade, but not to necesarilyto own long term given overall sentiment to old school malls and brick and morter retail. Funny AMZN has crappy margins too but no one cares.

    If you are long and underwater, sell $4.50 PUTS and calls with a strike price near your average cost to offset the paper loss. Because it's so volatile, the premiums are juicy.
    Feb 5 04:32 PM | Likes Like |Link to Comment