Wednesday, July 30, 2014

July 30 2014

Third win, second 1:3-er:


Server crash cut our trading session short; with 3 wins under the belt and this being Fed day, we decided to take the rest of the day off.

Session Time: Wed Jul 30 00:00:00 2014
[09:06] {nemo} should be a slow day until granmama
01[09:07] {@Threei}  are we in a hurry?
[09:07] {nemo} So, Brian is delivering his monitors to me on the way up to Cape Cod
01[09:07] {@Threei}  most haven't even woken ip yet
[09:07] {nemo} he's moving to Korea
01[09:07] {@Threei}  up
01[09:07] {@Threei}  today?
[09:07] {nemo} tomorrow or Friday
01[09:08] {@Threei}  hope you have a chance to spend some time with them
[09:08] {nemo} if tomorrow yes, if friday, no
[09:10] {nemo} pretty good spy volume actually
01[09:13] {@Threei}  3 mil... not bad
01[09:14] {@Threei}  9:30 spike on GDP news provided some jolt
01[09:17] {@Threei}  A day after sanctions, Russia bans Polish fruit and vegetable
01[09:17] {@Threei}  right
[09:18] {troub} good morning you all
[09:18] {ese} gm
[09:18] {goinshort} gm all
01[09:18] {@Threei}  troub, ese, gs :)
[09:19] {ese} bldp beats....top and bottom...i'm hangin in there with3k at 3.84
[09:20] {__lrhartman} gm
01[09:20] {@Threei}  morning lrh, welcome to the room
01[09:20] {@Threei}  hope you don't mind abbreviation
[09:20] {__lrhartman} Thank you.
[09:20] {__lrhartman} No, is good
[09:20] {ese} vad short troub hart baby!!!!!!!
[09:21] {nemo} oh jeez, speaking of vegetables
[09:21] {ese} mornin nemo
[09:21] {nemo} that's "omen" to you
01[09:21] {@Threei}  BLDP is your swing trade ese, right?
[09:22] {ese} a "bad" omen?
[09:22] {ese} yes
01[09:22] {@Threei}  works nicely
[09:22] {ese} probably keep that there forever or until somebody buys out the company
[09:22] {goinshort} spy
01[09:22] {@Threei}  decent daily
[09:23] {ese} yes.......check out the 10 year monthly for the big picture
[09:24] {RonS} gm...x crushed into a volume pocket, 39 mil sh short
01[09:24] {@Threei}  can't... 10 is my limit in counting, I don't want to go right to the limit
01[09:24] {@Threei}  ron :)
[09:24] {ese} or back to 2002/03
[09:24] {ese} ya could be dangerous
01[09:24] {@Threei}  that's even worse, that's beyond my math abilities
[09:24] {ese} counting higher that is
01[09:25] {@Threei}  Upside:
01[09:25] {@Threei}  -TWTR +25% (earnings/metrics, positive broker commentary)
01[09:25] {@Threei}  -ZLTQ +25% (earnings)
01[09:25] {@Threei}  -NQ +25% (receives non-binding proposal from Bison Capital at $9.80/ADS)
01[09:25] {@Threei}  -ASML +3.5% (EUV tool at IBM exceeds expectations)
01[09:26] {@Threei}  -X +14% (earnings)
01[09:26] {@Threei}  -EXAM +8.8% (earnings)
01[09:26] {@Threei}  -ZLTQ +25% (earnings)
01[09:26] {@Threei}  -BCS +4.5% (earnings)
01[09:26] {@Threei}  -TRN +7.1% (earnings)
01[09:26] {@Threei}  -AEGR +15% (earnings)
01[09:26] {@Threei}  -RUBI +18% (earnings)
01[09:26] {@Threei}  -GRMN +8.0% (earnings)
01[09:26] {@Threei}  -ADT +7.8% (earnings)
01[09:26] {@Threei}  -CETV +9.1% (earnings)
01[09:26] {@Threei}  SODA +7.7% (earnings)
01[09:27] {@Threei}  -YPF +11% (momentum/results tonight)
01[09:27] {@Threei}  -SRPT +13% (CEO speculation)
01[09:27] {@Threei}  Downside:
01[09:27] {@Threei}  -BWLD -7.9% (earnings)
01[09:27] {@Threei}  -DWA -13% (earnings)
01[09:27] {@Threei}  -GPRE -5.1% (earnings)
01[09:27] {@Threei}  -PWE -11% (management initiated internal accounting review and potential re-statements)
01[09:28] {@Threei}  -EBS -4.6% (FDA issued complete response letter for ixinity)
01[09:28] {@Threei}  FB interesting for short setup
01[09:29] {@Threei}  gotta use TWTR as a lead for FB today it seems
[09:30] {ese} 29 Jul 17:30 [BLDP] Reports Q2 -$0.03 v -$0.03e, R$18.5M v $15.5Me - Reaffirms FY14 adj EBITDA break even, Rev +30% y/y (prior EBITDA adj to break even, Rev +30% y/y) - Source TradeTheNews.com\
[09:30] {ese} this is huge for a company....breaking even
01[09:32] {@Threei} Long Setup:  FB  .30 break
01[09:32] {@Threei}  If holds  .20
[09:33] {RonS} hate to say it but i hate vancouver bc companies...home to more fraud per capita than any place on earth outside of moscow... re bldp
01[09:33] {@Threei}  1:1
01[09:34] {@Threei}  you are thinking mining companies ron
01[09:34] {@Threei}  most of the rest are civilized
01[09:38] {@Threei}  1:2  FB  close enough
01[09:40] {@Threei}  1:3
01[09:40] {@Threei}  me out
01[09:44] {@Threei} Long Setup:  WMT  .15 break
01[09:44] {@Threei}  If holds  .05
01[09:46] {@Threei}  1:1
01[09:46] {@Threei}  1:2
01[09:59] {@Threei} Short Setup: FB  .20 break
01[09:59] {@Threei}  If holds  .30
[10:00] {RonS} dino grmn
01[10:01] {@Threei}  lord give me strength to refrain from "GRMN lost its way" remark
01[10:02] {@Threei}  Invalidated  FB
[10:02] {nemo} you failed
01[10:02] {@Threei}  I usually do
[10:04] {dino} cnc hl l .75
01[10:04] {@Threei}  HLF... Ackman gets a break or what
[10:04] {dino} thx ron, on it
[10:05] {dino} grmn sml .36
01[10:10] {@Threei} Short Setup: EBAY  .30 break
01[10:10] {@Threei}  If holds  .40
[10:18] {dino} grmn stop -.31. damn had .40 on it
01[10:19] {@Threei}  stop to .36
[10:19] {dino} rinsed
01[10:25] {@Threei}  stop to .31
01[10:26] {@Threei}  half out
[10:27] {dino} grmn sm l .20
01[10:29] {@Threei}  good girl EBAY
01[10:32] {@Threei}  to sum up the first hour: 3 winning calls, no single insult from nemo, no single president appearance on TV... I'd say good start
01[10:33] {@Threei}  1:2
[10:35] {nemo} settling in to the Fed coma
[10:37] {dino} safm sm l .01
01[10:46] {@Threei}  1:3
01[10:46] {@Threei}  me out
01[10:46] {@Threei}  anyone's awake?
[10:46] {nemo} [10:35] {nemo} settling in to the Fed coma
[10:46] {__lrhartman} awake, ebay was sweet
01[10:46] {@Threei}  :)
01[10:47] {@Threei}  following along fine, lrh?
[10:47] {nemo} how's the shoulder Vad?
01[10:47] {@Threei}  hurts, as always after 3 wins
[10:47] {nemo} probably starting to get arthritis
01[10:47] {@Threei}  I set an ambisious goal - pat my left shoulder blade with right nad from under left knee
01[10:48] {@Threei}  with right hand
01[10:48] {@Threei}  as you can imagine, it's anything but easy
[10:48] {nemo} I think if you place your head somewhere it would help ;-)
01[10:49] {@Threei}  first (feeble) insult attempt, at the second hour? man, you are getting old
02[10:49] * Disconnected
Session Close: Wed Jul 30 10:49:48 2014