Tuesday, July 22, 2014

July 22 2014

Nice strong day with 4 winning trades in the morning and empty afternoon with a stop. 

Session Time: Tue Jul 22 00:00:00 2014
[08:45] {dino> gm
01[08:45] {@Threei>  morning dino
[08:45] {nemo> not really...book night last night...I'm seeing twice as many screes as usual, and I'm hoping I'm typing in the right window
01[08:47] {@Threei>  if we see you flirting with room members, we will assume you did mix up windows
01[08:47] {@Threei>  rather that you changed your preferences
01[08:47] {@Threei>  than
[08:49] {nemo> so, it took until Tuesday to probably get new all time highs
01[08:51] {@Threei>  All Russians, regardless of their place of residence, should have equal opportunities and no one has a right to encroach on citizens' rights, Russian President Vladimir Putin said.
01[08:51] {@Threei>  need translation}
[08:51] {nemo> We're invading Ukraine
[08:51] {dino> bingo
[08:51] {nemo> Interesting though, who benefits from that downed airliner
[08:52] {nemo> }
[08:52] {cosmo> we}
01[08:52] {@Threei>  over last couple days unkrainian army made huge advance
[08:52] {nemo> it hurts to type
01[08:52] {@Threei>  so, I guess the moment when Outin makes final decision is very close
01[08:52] {@Threei>  O=P
01[08:53] {@Threei>  he waged this war as proxy one for as long as he could
01[08:53] {@Threei>  but rebels are being cornered now
01[08:53] {@Threei>  let them lose or invade, is his choice
01[09:05] {@Threei>  Ron, just so you know and are ready to anything:
01[09:06] {@Threei>  [08:45] {nemo> book night last night...I'm seeing twice as many screes as usual, and I'm hoping I'm typing in the right window
01[09:06] {@Threei>  [08:47] {@Threei> if we see you flirting with room members, we will assume you did mix up windows
01[09:06] {@Threei>  [08:47] {@Threei> rather than you changed your preferences
[09:16] {troub> ggood morning you all
01[09:16] {@Threei>  troub :)
01[09:21] {@Threei>  Upside:
01[09:21] {@Threei>  -CBAK +12.8 (momentum)
01[09:21] {@Threei>  -SANM +11% (earnings)
01[09:21] {@Threei>  -CMG +10% (earnings)
01[09:21] {@Threei>  -CBMX +9/3% (signs contract with Stratose Networks Division)
01[09:21] {@Threei>  -CROX +8.2% (earnings)
01[09:21] {@Threei>  -FCEL +5.9% (German govt €5M R&D award)
01[09:21] {@Threei>  -APA +5.8% (Jana Partners disclosed stake)
01[09:21] {@Threei>  -GALE +5.7% (enters agreement to license US rights to Zuplenz)
01[09:22] {@Threei>  Downside:
01[09:22] {@Threei>  -TEP -4.9% (announced potential acquisition of Pony Express Pipeline for $600M and public offering of 7M units)
01[09:22] {@Threei>  -UCTT -3.9% (earnings)
01[09:22] {@Threei>  -HOG -3.2% (earnings)
01[09:22] {@Threei>  -HLF -3.5% (ahead of Pershing Square presentation)
01[09:22] {@Threei>  -MCD -2.4% (earnings)
01[09:22] {@Threei>  -TRV -2.4% (earnings)
[09:25] {ese> mornin
[09:25] {nemo> You have Mao's
[09:25] {nemo> Little Red Book}
[09:26] {RonS> hi ese, all
01[09:26] {@Threei>  ese :)
[09:27] {nemo> think I might have to pray to the bathroom god
[09:29] {ese> ron vad nemo...and dino i'm sure
[09:32] {ese> CIT
[09:32] {nemo> SNDK
01[09:32] {@Threei> Long Setup:  FB  ,50 break
01[09:33] {@Threei>  If holds  .40
[09:33] {nemo> too bad the spread sucks on SNDK
01[09:34] {@Threei>  1:1
[09:35] {nemo> proverbial hair from all time highs
[09:37] {ese> sndk nemo}
[09:37] {nemo> FB likely sell off in front of earnings tomorrow
01[09:40] {@Threei> Short Setup: TWTR  .90 break
01[09:41] {@Threei>  If holds  38
[09:42] {dino> stt sm l .50
01[09:42] {@Threei>  1:1
01[09:42] {@Threei>  1:2
01[09:47] {@Threei> Long Setup:  FB  .85 break
01[09:48] {@Threei>  If holds  .75
[09:48] {dino> out stt .90, +.40
01[09:49] {@Threei>  wtg
01[09:49] {@Threei>  1:1
[09:50] {nemo> making you work for it though
[09:52] {nemo> FB weak
[09:52] {dino> wwd spike.
[09:52] {dino> silc blood
01[10:00] {@Threei>  *(US) JUN EXISTING HOME SALES: 5.04M V 4.99ME
[10:00] {dino> silc smr l .70
[10:13] {dino> out silc .10, +.40
[10:13] {nemo> grind up yuck
[10:16] {dino> cyh, hca drop
[10:17] {dino> cyn hl l .00
[10:18] {dino> out cyh .56, +.56
01[10:18] {@Threei> Short Setup: GLD  .60 break
01[10:18] {@Threei>  If holds  .70
[10:18] {dino> hurc drop
01[10:22] {@Threei>  1:1
01[10:22] {@Threei>  that's 4th winning tradse in a row, out of 4. May I go home}
[10:23] {dino> sure, you're excused
[10:23] {troub> have to spell "trade" correctly first
01[10:24] {@Threei>  argh... always something
01[10:24] {@Threei>  lol
[10:29] {nemo> mmmhhh...that's the first time I've noticed troub take a shot at Vad...feels good, doesn't it ;-)
[10:30] {nemo> wow what with UTX
01[10:30] {@Threei>  why not... everyone else does
[10:30] {nemo> sniff sniff
[10:30] {dino> living up to his name
[10:31] {RonS> lol...Unclear how much Greek banks need in potential third bailout: http://bloom.bg/1ng6oiJ
01[10:31] {@Threei>  rofl
[10:32] {troub> nnot really a shot. Just a friendly bit of advice. Or else.
[10:32] {nemo> ooooooooooooooooh
01[10:32] {@Threei>  lol
[10:32] {nemo> had to put the sunglasses on
01[10:32] {@Threei>  nemo found comrade
[10:33] {nemo> guys algo is strongly green and spy is not moving up
[10:33] {nemo> we might come in here
[10:33] {troub> giving you a chance vad with my "nnot".  Fair is fair.
[10:34] {dino> utx odd, gap 109.50 area
[10:34] {nemo> yeah
01[10:35] {@Threei>  nah, I will wait for something more lucrative than simple double letter
[10:35] {dino> filled
[10:35] {troub> nemo taught me that.
[10:35] {nemo> huh}  wha}  me do what}
[10:36] {troub> fair is fair.
[10:36] {dino> utx smr l .50
[10:41] {nemo> Nature is unkind
[10:41] {nemo> my hangover is unkind
[10:43] {RonS> hlf rips while ackman acks...
[10:47] {RonS> lol...hope he (Ackman) wraps up the foreplay and gets to it before I doze off
01[10:50] {@Threei>  you liostening to it real time}
[10:50] {RonS> not at all...just reading posts and watching scanner
01[10:50] {@Threei>  oh
01[10:50] {@Threei>  (US) Reportedly Obamacare subsidy payments for healthcare exchanges have been overturned in court ruling, dealing a setback for Obamacare - press - Court throws out the IRS regulation that allows subsidies for insurance that is purchased through federal exchanges - Ruling impacts 5.5M people who received those subsidies - Court returning the case to a lower court with instructions to rule in favor of appellants who had sued to overturn the rule
01[10:52] {@Threei>  [HLF] Pershing's Ackman reviewing Herbalife internal documents that refer to low income people in developing countries as "BOP" ('bottom of the pyramid') - presentation - Says HLF strategy documents show the company deliberately targets lower income people and certain ethnic groups to expand their sales. - By Pershing's calculation the average 'Nutrition Club' loses about $12K per year. - Nutrition Clubs require new members to take a certain number paid classes and to make and consume the shakes during training. "We were told" that new members must bring in invitees to their sponsor's club and make 100 shakes to get stamp certification. The trainee likely is offering the shake for free to their guests and thus has to pay for the shakes themselves.
[10:52] {dino> usna, nus running
[11:03] {ese> thats me "BOP"
01[11:15] {@Threei>  UK official: Russia must re-examine its policy of supporting separatists in east of Ukraine
01[11:16] {@Threei>  Russia: we did. Very effective policy
[11:21] {RonS> Delta cancels all flights to Israel indefinitely, citing report of rocket near Tel Aviv airport
[11:29] {dino> utx to .50
[11:30] {dino> to .70
[11:32] {dino> nemo, thanks for idea on utx, out .85, +1.35
[11:32] {nemo> cool
[11:41] {RonS> imagine kmart had bought walmart in the 1970's...and then spun it off, only to watch it become the current day walmart...that is how mcd is feeling about cmg...
[11:50] {dino> wwd
[11:56] {dino> wwd sm s .42
01[11:59] {@Threei>  speaking of this kind of things, Ron... did you know that Google founders were in negotiations to sell it in its early days, and prospective buyer rejected the deal thinking it was too high priced, at $800K}
[12:01] {RonS> wow
01[12:02] {@Threei>  of course who is to say buyer, should have he bought, would have mader it into what it is
[12:02] {nemo> along that line, a local operation called Simpson Spring was offered the first Coca Cola distributorship in the Northeast.  They didn't think it would sell and stuck with the soda they were carrying  -Moxie
[12:10] {dino> cov wwd .82, +.60
01[12:18] {@Threei> Long Setup:  FB  .50 break
01[12:18] {@Threei>  If holds  .40
01[12:21] {@Threei>  https://www.facebook.com/photo.php}fbid=685978484815003&set=a.488848774527976.1073741828.483178015095052&type=1&theater
[12:23] {dino> cck hl l .51 stop lod
[12:24] {dino> hclp drop
[12:25] {nemo> MCD looks short
01[12:28] {@Threei>  FB valid
[12:28] {troub> keeping FB valid}
01[12:29] {@Threei>  taking long on .50 break
01[12:29] {@Threei>  as for its business model, valid ot nor, I still hate it :)
01[12:44] {@Threei>  EU leaders debate whether further sanctions are needed on Russia
01[12:45] {@Threei>  nah... as one russian stand-up comedian said, "never lived well, no need to start now"
01[12:47] {@Threei>  France's president signalled the disputed delivery of a warship to Moscow would go ahead.
01[12:47] {@Threei>  can you say "arming the enemy"}
[12:48] {cosmo> good for business
[12:51] {cosmo> Napoleon probably wouldnt like it...
[12:59] {dino> cck to .76
[13:01] {dino> out cck .80, +.29
01[13:08] {@Threei>  [HLF] HLF Champman Capital: we were buying HLF shares again today, its our biggest position ever - CNBC interview - Believe the company will emerge with a clean bill of health from FTC investigation
[13:13] {dino> ddd drop
[13:14] {nemo> http://goo.gl/6FMROC
[13:45] {dino> lgnd .00 smr l trig
[13:46] {ese> Ok....just got in from putting gutters on the rental roperty next door........heights are definitely not my thing
01[13:48] {@Threei>  I can relate
[13:52] {dino> out lgnd .42, +.40
[13:53] {RonS> gj, getting back into form eh}
[13:53] {dino> slowly, last week was tough on me
[14:06] {dino> ddd smr l .94
[14:09] {dino> mjn spike
[14:11] {dino> ddd to b/e
01[14:11] {@Threei>  [FB] Announces new features to allow developers to better target mobile users; allowing discrimination between various mobile devices; details 'Custom Audiences' - - Facebook: We are enhancing our mobile targeting for developers. Available in the next few days, you will be able to reach people using specific mobile devices, such as a Samsung Galaxy S5, iPhone 5s, or an HTC One. For example, you can deliver ads to people specifically using a Google Nexus 10 with a minimum OS version of 3.0, who are on Wi-Fi. Previously you could only target iOS or Android, minimum OS version and Wi-Fi only users.
[14:12] {dino> mjn crazy area
[14:19] {dino> udjddmhgf,tyit,f, missed mjn short, wanted 95.30 re-test
[14:19] {dino> 98.30
[14:19] {dino> hit the .20s, but not me
[14:32] {dino> ddd stop .98, +.04
01[14:34] {@Threei>  huh
01[14:34] {@Threei>  no news for this drop
01[14:40] {@Threei> Long Setup:  GLD  .75 break
01[14:40] {@Threei>  If holds  .65
01[14:47] {@Threei>  don't see anything still
[14:47] {nemo> maybe getting out of the way of the aapl conference call
[14:50] {nemo> http://goo.gl/kkOypc
[14:52] {RonS> like the egg pic better...
[14:52] {nemo> each have their charm, love the look on the dog on the left
[14:53] {RonS> ya...loks like it has been drinking or just got laid...
[14:59] {dino> ddd sm l .55
[15:02] {dino> lol, eating some shelled peanuts at my desk, what a mess
[15:03] {RonS> ya, i need to do that outside...uncontrollable...
01[15:03] {@Threei>  lol
[15:03] {dino> parts of shell everywhere
[15:04] {dino> loks like a peanut bomb went off
[15:04] {dino> not the ideal trading snack
[15:14] {RonS> wow hld +14 from low
[15:14] {RonS> hlf
[15:15] {dino> ackman really didn't bring anything new on it
01[15:16] {@Threei>  Ackan: but I gave such a great presentation...
[15:27] {dino> out ddd .80, +.25
[15:33] {dino> lol, 8 of 10, and one of the 2 stops is at flat
[15:34] {dino> pretty much calling it a day on that
01[15:39] {@Threei>  great morning, totally empty afternoon for me
[15:40] {dino> db lod
[15:45] {dino> gap at .68 area
01[15:46] {@Threei>  ok guys, thank you all, decent day
01[15:47] {@Threei>  have a great evening, see you tomorrow