Wednesday, August 27, 2014

Aug 27 2014

Tech problems cut log short midday, sorry. Not much lost though, as it was a day with about 20% less volume than 3-months average.

Session Time: Wed Aug 27 00:00:00 2014
[09:04] {dino} gm
[09:04] {RonS} hello
01[09:04] {@Threei}  dino, ron :)
[09:13] {troub} good morning you all
01[09:13] {@Threei}  troub :)
01[09:13] {@Threei}  SPY volume, sheesh
01[09:18] {@Threei}  Upside:
01[09:18] {@Threei}  -ARUN +7.7% (earnings)
01[09:18] {@Threei}  -NMBL +3.8% (earnings)
01[09:18] {@Threei}  -TUBE +32% (earnings)
01[09:18] {@Threei}  -TIF +2.7% (earnings)
01[09:18] {@Threei}  -EXPR +11% (earnings)
01[09:18] {@Threei}  -REX +8.0% (earnings)
01[09:18] {@Threei}  -DCI +5.7% (earnings)
01[09:18] {@Threei}  -ISNS +35% (seeing continued momentum)
01[09:18] {@Threei}  -MOBL +6.6% (momentum)
01[09:18] {@Threei}  -HPJ +16% (HEV/PHEV lithium-ion power battery successfully receives national level approval in China)
01[09:18] {@Threei}  -EDMC +9.1% (reaches agreement in principle w/creditors on debt restructuring)
01[09:18] {@Threei}  -NTWK +19% (signs $16M contract to implement NFS Ascent Solution)
01[09:19] {@Threei}  Downside:
01[09:19] {@Threei}  -SWHC -11% (earnings)
01[09:19] {@Threei}  -SDRL -3.8% (earnings)
01[09:19] {@Threei}  -YGE -5.6% (earnings)
01[09:19] {@Threei}  Downside:
01[09:19] {@Threei}  -SWHC -11% (earnings)
01[09:19] {@Threei}  -SDRL -3.8% (earnings)
01[09:19] {@Threei}  -YGE -5.6% (earnings)
01[09:19] {@Threei}  -TLM -3.0% (report that combination talks w/Repsol stalled)
[09:21] {nemo} .5 mil spy shares so far...oy vay
01[09:21] {@Threei}  [09:13] {@Threei} SPY volume, sheesh
01[09:21] {@Threei}  see what happens when you are late?
01[09:21] {@Threei}  I have to express unhappiness with the world replacing you
[09:21] {nemo} just avoiding unnecessary ramblings of a mad man
01[09:22] {@Threei}  but... we like those
[09:23] {nemo} speak for yourself
01[09:25] {@Threei}  why... you may not know that, but once a week I poll the room - do we let nemo in or not
01[09:25] {@Threei}  every time it's unanimous yes
[09:26] {nemo} MMmmmhhhh...I'm reminded of Groucho's comment about not wanting to be a member of any club that would want him
01[09:31] {@Threei} Long Setup:  FB  .40 break
[09:32] {dino} out db calls from last week, +.40/88%
01[09:32] {@Threei}  If holds  .30
01[09:32] {@Threei}  wtg
[09:32] {dino} ty
01[09:33] {@Threei}  1 cent to 1:1
[09:35] {nemo} FB
01[09:37] {@Threei} Long Setup:  IWM  .70 break
01[09:38] {@Threei}  If holds  .60
[09:46] {nemo} IWM likely headed towards .50ish
01[09:58] {@Threei} Long Setup:  FB  .65 break
[09:58] {dino} adding vxx calls
01[09:59] {@Threei}  If holds  .55
01[10:01] {@Threei}  half out
01[10:02] {@Threei}  stop to .59
01[10:06] {@Threei}  .64 now of course
01[10:06] {@Threei}  .69
[10:11] {nemo} FB looks short
[10:11] {RonS} “Regular Russian units are operating in eastern Ukraine": http://bloom.bg/VMsUp9
01[10:11] {@Threei}  yup... invasion by any other name...
01[10:12] {@Threei} Short Setup: GLD  .35 break
01[10:12] {@Threei}  If holds  .45
01[10:16] {@Threei}  Invalidated
[10:21] {nemo} Chinese water torture market
[10:33] {dino} no kidding
[10:34] {nemo} at least waterboarding is fast
01[10:34] {@Threei}  lol
[10:45] {dino} anet spike
01[10:51] {@Threei}  BABA Sources say Alibaba is eyeing Sept 23rd as a "likely" IPO date
01[10:59] {@Threei}  https://www.facebook.com/VadymGraiferPhotography/photos/a.488848774527976.1073741828.483178015095052/705307436215441/?type=1&theater
[11:00] {nemo} self portraits now?
01[11:00] {@Threei}  that's me sober Monday morning
[11:01] {RonS} scaling in to a position?
01[11:02] {@Threei}  lol
[11:02] {cosmo} almost looks ET
[11:02] {cosmo} but I give you the benifit of the doubt...
01[11:03] {@Threei}  you'd be the first
[11:03] {nemo} http://goo.gl/rH9fow
01[11:04] {@Threei}  the rest just ask inderstandingly "Jupiter or Saturn?"
[11:06] {cosmo} or maybe subterranean
[11:09] {dino} added anet puts