Thursday, August 28, 2014

Aug 28 2014

Decent day with 5 calls 4 of which were winning. 

Session Time: Thu Aug 28 00:00:00 2014
[09:16] {dino} gm
01[09:16] {@Threei}  dino :)
[09:18] {troub} good morning you all
01[09:18] {@Threei}  troub :)
01[09:18] {@Threei}  -TKMR +8.2% (rumor of 4+ big drug companies considering making bids for company)
01[09:18] {@Threei}  -TI +2.6% (makes cash and stock offer for Vivendi's Brazilian unit GVT worth €7B)
01[09:18] {@Threei}  -LAS +13% (enters JV w/Bitauto and UXIN to launch O2O platform for high-end pre-owned cars in China)
01[09:18] {@Threei}  -SCOK +13% (projects $10-15M gross profit from Syngas sales in 2015)
01[09:18] {@Threei}  -DGLY +17% (receives $1.1M order from state police of Michigan)
01[09:18] {@Threei}  -ETRM +15% (announces 3 year diabetes, hypertension and weight loss data from ENABLE study)
01[09:18] {@Threei}  -RPRX +20% (Androxal achieves superiority in top-line analysis versus marketed topical gel for studies in treatment of secondary hypogonadism)
[09:18] {RonS} hello everyone
01[09:19] {@Threei}  Downside:
01[09:19] {@Threei}  -GES -7.7% (earnings)
01[09:19] {@Threei}  -VMEM -4.5% (earnings)
01[09:19] {@Threei}  -GMAN -5.8% (earnings)
01[09:19] {@Threei}  -TLYS -9.6% (earnings)
01[09:19] {@Threei}  -WSM -11% (earnings)
01[09:19] {@Threei}  -ANF -6.1% (earnings)
01[09:19] {@Threei}  -DXLG -1.1% (earnings)
01[09:19] {@Threei}  -GCO -7.7% (earnings)
01[09:19] {@Threei}  -COTY -2.6% (earnings)
01[09:19] {@Threei}  -JCP -2.0% (BTIG cuts to Neutral from Buy on valuation)
01[09:19] {@Threei}  ron :)
[09:19] {nemo} gawd this is painful
[09:20] {RonS} Latest Ukraine fighting sees separatists gaining ground:
01[09:21] {@Threei}  only it's not separatists
01[09:21] {@Threei}  it's russian regular army
[09:21] {nemo} Spetznaz
01[09:21] {@Threei}  proxies are not good anymore
[09:21] {nemo} Chechens
[09:21] {nemo} Putin is a Kunach with Chechens now
[09:24] {RonS} ok, will bite...Kunach?
[09:26] {nemo} it's a "blood brother"
[09:26] {nemo} for lack of a better descriptino
[09:26] {nemo} description
01[09:26] {@Threei}  yeah, kind of spiritual brotherhood
[09:28] {nemo} it's a big deal actually...Muslim chechens and Russians.  There's a history of it actually, some amazing things have transpired as a result of such relationships
01[09:29] {@Threei}  FB... if copnsolidates for a min or two, range 74 - .10 will be tradeable
01[09:30] {@Threei} Short Setup: FB  74 break
01[09:30] {@Threei}  If holds  .10
01[09:31] {@Threei}  1:1
01[09:33] {@Threei} Long Setup:  VXX  .50 break
01[09:33] {@Threei}  If holds  .40
01[09:34] {@Threei}  1:1
01[09:42] {@Threei} Long Setup:  TWTR  .75 break
[09:42] {nemo} by @.60ish
[09:42] {nemo} buy
01[09:42] {@Threei}  change to .70 break
01[09:42] {@Threei}  If holds  .60
[09:42] {nemo} drop below .65
01[09:43] {@Threei}  trail to .64
01[09:43] {@Threei}  1:1
01[09:43] {@Threei}  .69 now
01[09:44] {@Threei}  1:2  TWTR
01[09:45] {@Threei}  1:2  VXX
[09:49] {nemo} twtr a monster
[09:52] {dino} rh sm l .00
[09:58] {RonS} 2 columns of tanks from Russia have entered strategic Ukrainian town of Novoazovsk, security spokesman says - @AP
[09:59] {dino} out rh .00, +1.00
[09:59] {RonS} gj
01[09:59] {@Threei}  nice
01[10:00] {@Threei}  *(US) JULY PENDING HOME SALES M/M: 3.3% V 0.5%E; Y/Y: -2.7% V -3.5%E
[10:00] {troub} excellent Dino
[10:00] {dino} they are going to give ukraine to russia
[10:00] {dino} ty
01[10:01] {@Threei}  Novoazovsk is a key city to Mariupol, and taking Mariupol means opening Azov sea coast for easy access to Ukraine from the whole coastal line
01[10:01] {@Threei}  that's the end of all this "rebels, separatists" nonsense
01[10:02] {@Threei}  it's open invasion and war
[10:08] {dino} added rh calls
[10:08] {dino} ageed 3i, and the western world is in denial
01[10:09] {@Threei}  it's not even that they don't get it, they do
01[10:09] {@Threei}  they just don't know what to do about it, and have zero appetite for real action
[10:09] {dino} they will not accept that its happening
[10:09] {dino} ostrich
01[10:09] {@Threei}  so they pretend they don't see it
[10:10] {troub} but the people of Poland welcome the Russians. Oops meant Ukraine.
[10:11] {dino} my niece was sent to poland with united tech last month, air defense
[10:12] {troub} Europe ignores 1939
01[10:16] {@Threei}  and history repeats
[10:17] {dino} 07 red scroll
[10:20] {RonS} UN: Armed group detains 43 peacekeepers in the Golan Heights; 81 others 'restricted to their positions' - @AP
01[10:20] {@Threei} Long Setup:  FB  .15 break
01[10:20] {@Threei}  If holds  .05
[10:22] {nemo} FB looks more short to me but no energy either way
[10:29] {ese} hey all.....just thought that i would pop in to say hi before walking the picket line........hope your havng a great week.....i'm getting pistol whipped by the sun
01[10:29] {@Threei}  hey ese
01[10:29] {@Threei}  should cool off today
[10:30] {ese} thank christ
[10:30] {nemo} oh jeez a christian communist
[10:31] {ese} lol
[10:31] {ese} i needed that
[10:31] {nemo} you'd look good on the cross
[10:31] {ese} casue this ain't fun
[10:31] {ese} cause
[10:31] {ese} naked?
[10:31] {nemo} nailed
[10:32] {ese} lol
[10:32] {nemo} you naked conjures images of Medusa
[10:32] {ese} would be alot less painfull full for sure
01[10:35] {@Threei} Long Setup:  VXX  .50 break
01[10:35] {@Threei}  If holds  .40
[10:40] {ese} am outta here.....have a geat day.....don't forget vad.....The Midnights are playing Blues Bash 3:45 on Monday...
01[10:40] {@Threei}  :)
01[10:40] {@Threei}  have a good one ese
[10:40] {ese} cya
[10:42] {RonS} curious that ese seems ok with the strike ruining his summer...I would be PO'd...
[10:43] {nemo} he's picketing for the glory of the Proletariat
[10:43] {nemo} musicians are brain damaged by nature anyway
[10:43] {RonS} glory of the coddled...
01[10:43] {@Threei}  they actually skipped about a month and half of strike, preferring vacation
01[10:44] {@Threei}  now that the school is about to open, strike is back on, full force
01[10:44] {@Threei}  nice eh?
[10:44] {nemo} yeah, fuck the kids...that's when it has the most impact
01[10:44] {@Threei}  no go VXX
[10:45] {RonS} anyone polling public opinion over the strike?
01[10:48] {@Threei}  not that I've seen
01[10:49] {@Threei}  but I am sure goverment has its own internal polling which shows they win
01[10:49] {@Threei}  because they continue pushing
01[10:49] {@Threei}  (UR) Ukraine claims two columns of russian military vehicles have been destroyed
[10:50] {RonS} motorcycles?
01[10:50] {@Threei}  they wish
[10:51] {RonS} hey, the Japanese Army conquored the Malaysian Peninsula on bicycles...
[11:00] {RonS} gpro ramp
01[11:07] {@Threei}  market entered frozen stage
[11:09] {nemo} market doesn't care about Ukraine probably gap close
[11:11] {RonS} gpro recording its moonshot?
01[11:11] {@Threei}  lol
[11:11] {dino} stupid camera company.
01[11:12] {@Threei}  GM Reportedly recalls additional vehicles related to faulty roof air bags
01[11:12] {@Threei}  man... is anything right with those vehicles?
[11:14] {RonS} worked for a company that statistically proved to itself that a successful repair experience engendered a more loyal customer than those who never had a problem...just sayin...
01[11:14] {@Threei}  lol
[11:15] {RonS} lol...then's out of business...
01[11:15] {@Threei}  - Geopolitics, the Ukraine specifically, have taken center stage once again in today's markets. Stocks traded lower in Asia and Europe which resulted in a lower US open as the latest round of escalation weighed on sentiment. Yesterday reports were surfacing that Russian troops were on the ground in parts of Southern Ukraine helping separatists. President Poroshenko confirmed as much in a press conference noting the situation on the ground had changed significantly. Talks of another round of sanctions are starting to brew as tensions are rising.
01[11:16] {@Threei}  US Treasury and German Bund markets are the beneficiaries again as rates move lower
01[11:40] {@Threei} Long Setup:  IWM  116 break
01[11:40] {@Threei}  If holds  .90
[11:41] {RonS} EZCH EZchip moves up on speculation it has canceled several conferences
[11:42] {RonS} Ebola humor spreads awareness and eases tension in West Africa:
[11:43] {RonS} thinking all tension relieved once dead...
01[11:43] {@Threei}  (UR) Ukraine will hold an emergency meeting with NATO this Friday
[11:45] {dino} out hclp calls from 8/12, +1.32/+40%
[11:47] {RonS} gj
[11:49] {dino} ty
[11:50] {dino} emergency meeting friday with 3 day weekend, hmmm
01[11:54] {@Threei}  1:1
[11:54] {dino} gj
[11:54] {nemo} RSH news?
01[11:54] {@Threei}  2 days ago
[11:54] {RonS} they got some financing...
01[11:54] {@Threei}  rescue package
[11:55] {nemo} delaying the inevitable
[11:55] {dino} standard general lp stake in it
[11:55] {RonS} ya
01[11:55] {@Threei}  (UR) Russian official denies military units have moved across the Ukraine border - Other than the 9 Russian servicemen who accidentally crossed the border and were detained.
01[11:55] {@Threei}  they accidentally got lost, you see
[11:55] {RonS} 9? why not 8 or 11?
[11:55] {nemo} I met one of the heirs to the Tandy fortune way back when, she had just gotten out of the hospital and fired her accountant for embezzling money to buy a Ferrari
[11:56] {RonS} small fry then...
[11:57] {dino} putin is something else, he uses the 3 d rule. deny, deny, deny the  and world believes.
[11:58] {RonS} first boss in the 1970's...remember, your integrity is important...never steal unless it's at least a million dollars...
01[11:58] {@Threei}  not believes really... just doesn't want to deal with it
01[11:58] {@Threei}  because 9 were taken prisoners, ron
01[11:58] {@Threei}  so those were 9 that got lost :)
01[11:59] {@Threei}  couple thousands more were not caught, so they do not exist
[11:59] {nemo}
[11:59] {nemo} I think it's been in Congresses water supply for a while
[12:13] {nemo} mon low is it's 200 day
01[12:19] {@Threei}  (DE) Germany Chancellor Merkel: EU summit on Saturday will discuss possible tougher sanctions on Russia
01[12:19] {@Threei}  the more I look at this the more I think, who woyuld want to have any longs into this weekend
[12:20] {nemo} vxx
01[12:20] {@Threei}  closer to eod
01[12:20] {@Threei}  not now
[12:22] {dino} feeling the same way 3i
[12:22] {dino} and yet the markets are moving up
[12:22] {nemo} US doesn't give a shit about Ukraine
[12:22] {nemo} markets worked fine under the old Soviet Union
[12:22] {dino} looks that way, nor does europe
01[12:23] {@Threei}  no, but general instability still matters
01[12:23] {@Threei}  in fact, I think they'd be happy if Putin could swallow Ukraine in one day
[12:23] {nemo} Putin won't push this much farther for a while
01[12:23] {@Threei}  no more problem
[12:23] {nemo} Oligarchs need to make money
[12:24] {dino} what easier way to make money than by taking territory
[12:25] {dino} out rh calls from earlier, +1.08/+23%
[12:27] {nemo} might get a vxx bounce play near 28
[12:31] {nemo} long .06 VXX
[12:46] {nemo} scratched it
[13:12] {nemo} c'mon Vad we need a 1:10
01[13:12] {@Threei}  uhhu
01[13:25] {@Threei}  hmmm
01[13:25] {@Threei}  e-mail I just got:
01[13:25] {@Threei}  Attn: Your Bride has been selected. see correspondence below
01[13:25] {@Threei}  We are contacting you today to introduce you to your new Beautiful-Asian Bride.
01[13:25] {@Threei}  Go here now to see who you has been selected just for you:
01[13:26] {@Threei}  yeah, but last N years my wife was picking things for me... can I ask her to review your choice?
[13:26] {RonS} rotflol
[13:35] {nemo} looks like .06 was the magic level on VXX
01[13:39] {@Threei}
[13:54] {cosmo} That's an Asain turtle?
01[13:54] {@Threei}  red footed tortoise
[13:55] {cosmo} k
[13:56] {cosmo} also looks like a yellow headed tortoise
01[14:01] {@Threei}  in case you needed more reason to visit my neck of the woods:
01[14:01] {@Threei}
[14:05] {RonS} schizo dish?  cold tuna on hot tuna?
01[14:14] {@Threei}  SPY doesn't look like caving in eh?
[14:14] {nemo} .18 range since 12:30
[14:22] {dino} so vad, how you gonna pull off the new bride with your wife?
01[14:23] {@Threei}  still devising the logistics
[14:23] {nemo} yeah, where he's gonna' live when his wife throws him out
01[14:23] {@Threei}  maybe sushi idea can help, wife loves them
[14:23] {dino} good luck
01[14:23] {@Threei}  so I might try and sell the idea of a new sushi tray
[14:24] {dino} going to take a lot more than that
01[14:28] {@Threei}  .25 break VXX... trap or real
01[14:29] {@Threei}  chart looks right
01[14:29] {@Threei}  a bit too early for eod drop
01[14:29] {@Threei}  not sure
01[14:29] {@Threei}  for your discretion
[15:01] {troub} starting holiday weekend early.  Enjoy weekend all.
[15:01] {RonS} have a good one troub...
01[15:01] {@Threei}  have a great one troub
[15:01] {dino} u2 troub
01[15:01] {@Threei}  see you Tiesday
01[15:01] {@Threei}  1:1 VXX
01[15:01] {@Threei}  who went for it
[15:02] {RonS} yuk yuk...
01[15:42] {@Threei}  no selloff
01[15:48] {@Threei}  OK guys, thank you all
01[15:48] {@Threei}  decent day
01[15:49] {@Threei}  have a great evbening, see you tomorrow
[15:52] {dino} gn all