Wednesday, November 26, 2014

Nov 26 2014

Finished the low volume trading session early and decided to take a long relaxing weekend. Happy Thanksgiving, and till Monday!

Session Start: Wed Nov 26 00:00:00 2014

[08:42] {JoebiWan} gm
01[08:43] {@Threei}  jw :)
[08:45] {JoebiWan} we working friday?
01[08:45] {@Threei}  let's decide when folks are in
[08:51] {dino} gm, snow is falling
01[08:52] {@Threei}  dino :)
[08:54] {JoebiWan} mornin dino
[09:00] {RonS} gang's all here
01[09:00] {@Threei}  ron :)
[09:01] {chasj} gm all
01[09:01] {@Threei}  chas :)
[09:02] {RonS} 3i, dredged this from the case you might not have understood my "no joy in Mudville" post (classic Americana):
01[09:06] {@Threei}  lol... thanks Ron :)
01[09:07] {@Threei}  so, I guess crowd tore the umpire in half after the third strike?
[09:09] {RonS} i think he took a swing, and if not, back in the day this was written, people just yelled and sreamed...unlike Ferguson...
01[09:10] {@Threei}  those were simple times...
01[09:10] {@Threei}  people actually assigned blame where blame was due...
01[09:10] {@Threei}  how unsophisticated
01[09:10] {@Threei}  unenlightened
[09:13] {Jenh} gm
01[09:13] {@Threei}  jen :)
[09:15] {nemo} DE KLAC CTRP
[09:15] {dino} lol nemo, same 3 i'm watching
[09:16] {dino} vnet, sdrl too
[09:16] {nemo} Frankly, I was thinking specifically of you
[09:16] {nemo} yeah saw SDRL
[09:16] {RonS} wow nemo, ghostly and ghastly...wasn't that song one of johnny Cash's last?
01[09:16] {@Threei}  uh oh dino... he wakes up thinking of you...
[09:17] {nemo} ahhh...Seadrill suspends divident payments
[09:17] {RonS} and missed badly
[09:17] {RonS} de guided next Q rev -21%
[09:18] {RonS} yr -15%
[09:19] {RonS} lake drained
01[09:20] {@Threei}  lol
[09:20] {jfjf64} mornin
[09:20] {nemo} oh...did sexy Rexy get fired?
[09:20] {dino} that lake pisses me off, none available and no options
[09:21] {RonS} would be a bad deal in one of those suits...
[09:22] {RonS} rex has been acting like a dead man walking for three weeks...
01[09:22] {@Threei}  jf :)
[09:23] {pamsv} hi all!
01[09:23] {@Threei}  pam :)
[09:23] {dino} klac dividend 16
01[09:23] {@Threei}  Upside:
01[09:23] {@Threei}  -BLOX +11% (earnings)
01[09:23] {@Threei}  -LFC +8.0% (Shanghai to test tax-deferred pension schemes next year)
01[09:23] {@Threei}  -VEEV +6.4% (earnings)
01[09:23] {@Threei}  -TASR +5.3% (Ferguson, Winston-Salem police department purchase)
01[09:23] {@Threei}  -ADI +4.3% (earnings)
01[09:23] {@Threei}  -DWA +3.4% (broker upgrade)
[09:23] {nemo} ahhhh
01[09:24] {@Threei}  Downside:
01[09:24] {@Threei}  -SOL -15% (earnings)
01[09:24] {@Threei}  -VNET -14% (earnings)
01[09:24] {@Threei}  -CTRP -11% (earnings)
01[09:24] {@Threei}  -SDRL -11% (earnings)
01[09:24] {@Threei}  -AVAV -6.5% (earnings)
01[09:24] {@Threei}  -PWRD -2.8% (earnings)
01[09:24] {@Threei}  -DE -2.6% (earnings)
01[09:24] {@Threei}  -TIVO -2.4% (earnings)
[09:24] {ese} mornin...any filthy stinkin rich yet?
[09:24] {ese} whats with ya
[09:24] {ese} get at it eh!!!
01[09:25] {@Threei}  hey ese :)
01[09:25] {@Threei}  how's your jaw?
[09:25] {cosmo} I thought they stopped using tasers...
[09:25] {ese} mornin vad
[09:25] {cosmo} don't work, ya know...
01[09:25] {@Threei}  oh boy... -40 with windchill in Winnipeg
[09:25] {RonS} been chewing jerky, ese?
[09:25] {ese} nice
[09:25] {ese} lol!
[09:26] {RonS} din, CUB
[09:26] {ese} no...but I still have stitches in my mouth
[09:26] {RonS} +o
[09:27] {ese} at least no Tylynol 3's today with codine
[09:27] {nemo} unfortunately they didn't stitch your typing hands together
[09:27] {ese} ouch......
[09:28] {dino} ok
[09:28] {ese} true ....but I've kept a stash of them to deal with the pain of having to deal with nemo and les
[09:28] {dino} get well ese
[09:29] {dino} btw guys, quitting around 1 today. golf trip friday through tuesday. so back on wednesday next week
[09:29] {ese} nice....where to
[09:30] {dino} myrtle beach
01[09:32] {@Threei} Long Setup:  SDRL  .90 break hl
01[09:32] {@Threei}  If holds  .80
01[09:33] {@Threei}  lol
[09:33] {JoebiWan} wow
01[09:33] {@Threei}  teleportation
01[09:35] {@Threei} Long Setup:  VXX  .20 break
01[09:35] {@Threei}  If holds  .10
[09:35] {dino} ron, you get cub, nice spot
[09:36] {RonS} no, tried to sucker bid...missed...
[09:36] {dino} same here, was at 44.90
[09:37] {RonS} gone here later...'till next thurs, Puerto Vallarta...
[09:37] {dino} have fun buddy
[09:37] {RonS} lol...was at 44.10
01[09:37] {@Threei} Long Setup:  SDRL  .80 break hl
01[09:37] {@Threei}  Invalidated
01[09:38] {@Threei}  Invalidated  VXX
[09:39] {dino} premarket
01[09:40] {@Threei} Long Setup:  DAL  .35 break
01[09:40] {@Threei}  If holds  .25
01[09:42] {@Threei}  nope
01[09:44] {@Threei}  *(US) NOV CHICAGO PURCHASING MANAGER: 60.8 V 63.0E
01[09:45] {@Threei} Long Setup:  SDRL  .40 brea hl
01[09:45] {@Threei}  If holds  .30
01[09:46] {@Threei}  Hearing reports 7.0 magnitude earthquake strikes Indonesia
[09:48] {cosmo} No quake on my screens...
[09:49] {RonS} shake it...
01[09:49] {@Threei}  DAL again
01[09:49] {@Threei}  same setup
01[09:51] {@Threei}  SDRL seems to find support finally
01[09:51] {@Threei} Long Setup:  SDRL  .15 break hl
01[09:51] {@Threei}  If holds  17
01[09:55] {@Threei}  1:1  SDRL
01[09:55] {@Threei}  stop to .09
01[09:55] {@Threei}  too .14
[09:56] {dino} out db calls from last week, +.70/34%
[09:56] {RonS} gj
[09:56] {JoebiWan} nicer
[09:56] {JoebiWan} -r
[09:56] {dino} ty
[09:56] {Jenh} gj
01[09:56] {@Threei}  1:2
01[09:57] {@Threei}  no go DAL
01[09:58] {@Threei}  SDRL stop .29
[09:59] {dino} out fl calls from friday +.64 / 40%
[09:59] {JoebiWan} wtg
01[09:59] {@Threei}  closed on a trail
01[10:00] {@Threei}  10:00 *(US) OCT PENDING HOME SALES M/M: -1.1% V 0.5%E; Y/Y: 2.2% V 2.5%E
[10:02] {dino} ty
[10:03] {RonS} net comment:  "On to the next Ferguson. Feelings required. No evidence necessary."
[10:04] {dino} thats what they wanted, sad but true
01[10:08] {@Threei} Long Setup:  IWM  .20 break
01[10:08] {@Threei}  If holds  .10
01[10:09] {@Threei}  change to .15 break
01[10:10] {@Threei}  If holds  .08
01[10:12] {@Threei}  1:1
[10:19] {nemo} this will scare the shit out of you:
01[10:19] {@Threei} Long Setup:  TASR  22 break
01[10:19] {@Threei}  If holds  .90
[10:22] {RonS} tasr not just selling body cameras but a eco system whereby they take and manage the info on the cloud...
01[10:25] {@Threei}  what's with stubborn seller returning
01[10:32] {@Threei}  no go TASR
[10:41] {nemo} Nothing in life is so exhilarating as to be shot at without result. - Winston Churchill
[10:44] {nemo} He obviously never got divorced
[10:45] {RonS} hrl went ham...
[10:45] {nemo} what exactly entails going "ham"
[10:46] {JoebiWan} lol ron
[10:46] {nemo} eponymous in his case
[10:46] {RonS} when you hunt entrails go ham so figure it out...
[10:47] {nemo} you can just hear the gears grinding away
[10:48] {nemo} I think this cold is breaking up...I'm clearing some world-class loogers
[10:50] {RonS} poor ese and 3i...won't be able to eat oysters until thy can forget that...
[10:51] {nemo} or escargot
[10:51] {dino} r.e. sidetracted. might have just sold that little foreclosure i bought end of october
[10:52] {ese} i've read Winston Churchhill's " The Second World War"...all six volumes.....thought i'd get an insiders view point but it was not that revealing.....was looking for more behind the scenes revelations but it wa not to be
[10:52] {ese} eloquent writer in vads quote above
[10:53] {nemo} whose?
[10:53] {nemo} [10:42] {nemo} Nothing in life is so exhilarating as to be shot at without result. - Winston Churchill
[10:53] {RonS} lol
[10:53] {ese} Churchhill
[10:53] {dino} ese, read the bloodlands.
[10:53] {ese} whos that by
[10:54] {nemo} RCL looks short
[10:55] {dino} tim snyder
[10:56] {ese} am reading "The Code Book" " The Secret History of Codes and Code-Breaking" by Simon Singh......this is a very interesting take on how some events in history turned out as they did
[10:56] {RonS} nemo has a code...
[10:56] {ese} no doubt
[10:56] {nemo} yeah...omerta
[10:57] {ese} lol
[10:57] {RonS} sdrl 142
[10:57] {RonS} head code...
[10:57] {nemo} wow...that was actually kinda' funny
[10:58] {nemo} now if I only had some CODEin
[10:58] {nemo} CODEine
[10:58] {RonS} hehe
[10:58] {ese} sdrl really getting punished ron
[10:58] {nemo} that was subtle ese
[10:59] {RonS} well when you drop a $2 dividend...
[11:00] {nemo} RON!  He was goading you to come up with a Ronism...
[11:00] {ese} 05:56 [SDRL]  Wells fargo reiterates Underperform rating in SDRL citing suspension of dividend; Believes DO, RIG will ultimately follow suit - Source
[11:01] {ese} ya just read that ron......
[11:02] {ese} rig being punished as well
[11:02] {ese} just looking at the sector
[11:04] {RonS} wow sdrl book/sh 21.60
[11:04] {ese} they must be freaking in the middle east.... Saudi Arabia....the world going solar and renewable electric they'll be dirt poorer sooner than we think
[11:05] {RonS} get 'em 3i...
01[11:06] {@Threei}  it's painkillers talking
[11:06] {ese} need to buy into camel livestock stocks.....get in on the ground floor
01[11:07] {@Threei}  they are losing money but solar has nothing to do with it
[11:07] {ese} what are you p killers for vad?
[11:07] {ese} on
[11:07] {RonS} lol
[11:07] {JoebiWan} the confusion is real
01[11:07] {@Threei}  lol
[11:08] {RonS} huge bids sdrl
[11:09] {nemo} conference call at noon
[11:09] {RonS} thanks for that...
[11:10] {nemo} np
01[11:11] {@Threei}  frikin TASR
[11:16] {RonS} wow de hod
[11:17] {ese} Hey wow...concert violinist now a CEO:08:13 [TEVA] Yitzhak Peterburg Elected Chairman of Teva’s Board of Directors Board of Directors has elected Professor Yitzhak Peterburg as Chairman, effective January 1, - Source
[11:18] {ese} or maybe thats "Perlman"
[11:19] {ese} sheesh.......tough crowd
[11:22] {ese} you all will never understand my musical humor
[11:23] {nemo} I understand exactly what you said
[11:23] {ese} that may not be a good thing
[11:23] {nemo} frankly I was trying to remember the company that makes joint replacement parts to say that's who Perlman would probably join
[11:24] {RonS} syk and zmh
[11:24] {ese} rotflol
[11:25] {ese} I think i've got his name wrong to.....I think it's Itzhak.....with no Y
[11:25] {Jenh} srry ese. I'm sure it was funny. I'm just not a music person
[11:26] {nemo}'s ese, so it's not funny
[11:26] {nemo} I'm funny
[11:26] {Jenh} wow :)
[11:26] {ese} stick with me Jenn........I'll learn ya up!
[11:26] {nemo} poor Vad, he's ruined so many keyboards because of me
[11:27] {ese} lol
[11:27] {ese} yup
[11:27] {ese} and ive seen em!
[11:28] {ese} big pile of em in his back yard......just chucks em out the back door to a certain spot
[11:28] {ese} must be 50 at least
01[11:29] {@Threei}  and mark with chalk those that are nemo's fault
[11:29] {ese} yup seen those 2
[11:29] {RonS} marks last 10 seconds in the rain?
[11:29] {ese} what?   what rain?  wha da ya talkin about?
[11:29] {nemo} Ron
[11:30] {ese} theres no rain here
01[11:30] {@Threei}  I keep them under makeshift cover, to make sure I collect the evidence against nemo
[11:30] {nemo} The rain in ese's brain...oh wait
[11:30] {ese} ouuuuuuu....fancy yer self a song writer do ya
[11:30] {nemo} no...Dichter
[11:31] {ese} ?
[11:31] {ese} what the H is that
[11:31] {nemo} I don't make it simple, do I?
[11:31] {nemo} It's German for "poet"
[11:32] {ese} hmmmm didn't know ...learn something new every day
[11:32] {nemo} JPM
[11:32] {nemo} don't worry, you'll forget
[11:32] {Jenh} i'm lost....3i y do u loose so many keyboards?
[11:32] {nemo} occupational hazard...between spitting liquids, and chin-breaking boredom...
[11:33] {Jenh} ah ic now
[11:34] {ese} you all have a great rest of the day eh.......and happy thanksgiving to all you Ameican neighbors.......I'm thankful your around...take care huh!
01[11:35] {@Threei}  nemo has this horrible manner to say something funny right when I drink coffee
[11:35] {RonS} cya ese
[11:35] {nemo} this is gonna' hurt....
01[11:35] {@Threei}  take care ese
[11:35] {nemo} hope you feel better ese
01[11:35] {@Threei}  btw guys
01[11:35] {@Threei}  let's decide on Fri
[11:35] {Jenh} beye! happy thanksgiving
[11:35] {nemo} I'll be in the woods trying to kill Bambi
01[11:35] {@Threei}  do we want this low volume half day tirture, or let's have looong weekend?
01[11:36] {@Threei}  torture
[11:37] {Jenh} i'm game either way
[11:37] {nemo} I'll leave that one alone
[11:37] {Jenh} i'm too new to really decide i think
06[11:37] * @Threei hands Jen 2x4 to slap nemo with
[11:37] {nemo} Very simple Jen, what do you want to do with your time?
[11:37] {Jenh} y this time?
01[11:38] {@Threei}  anyone has an opinion?? :)
[11:38] {nemo} no, in general, so everytime
[11:38] {Jenh} oh ok :)
01[11:39] {@Threei}  let me reiterate: frikin TASR
[11:39] {Jenh} i want to learn, but I could spend the time reading instead of trading, so really...whatever every else agrees on
[11:40] {nemo} As I said, I'll be looking to kill Bambi
[11:40] {Jenh} wait!? bambi? y bambi?
[11:40] {nemo} brothers sisters, whatever
[11:40] {nemo} dad mum
[11:41] {Jenh} so it was u who killed his mom
[11:41] {nemo} I plead the 5th
[11:41] {Jenh} lol
[11:42] {nemo} We don't seem to be able to check crime, so why not legalize it and then tax it out of business? - Will Rogers
[11:43] {JoebiWan} vad, Ill be online either way friday
[11:47] {dino} Gotta hop, Happy Thanksgiving all, see you on Wednesday. fwiw 5" of snow and still falling hard
[11:47] {RonS} cya dino
[11:47] {nemo} yeah, getting a bit icy here
01[11:48] {@Threei}  take care dino, drive safe and have fun
[11:48] {Jenh} bye dino! have a happy thanksgiving!
[11:48] {JoebiWan} see ya dino gl with golf
[11:48] {dino} ty all
[11:53] {Jenh} i'm heading out too. have a wonderful thanksgiving everyone! I'll check to see if anyone is on Fri. If not, have a great weekend too!
[11:55] {pamsv} ok see you all - have a good one
[11:55] {nemo} P&Q
[12:09] {nemo} VMW
01[12:23] {@Threei} Short Setup: TASR  22 break
01[12:23] {@Threei}  If holds  .10
01[12:30] {@Threei}  valid still
[12:33] {JoebiWan} quick
01[12:33] {@Threei}  1:1
[12:33] {nemo} tasr
[12:33] {nemo} sorry
[12:41] {chasj} Bye all & happy thxgiving
[12:41] {JoebiWan} cya chas
01[12:47] {@Threei}  OK guys, let's have a very very very long relaxing weekend
01[12:47] {@Threei}  see you Monday!
[12:47] {JoebiWan} cya all
[12:47] {RonS} cya 3i
01[12:47] {@Threei}  happy thanksgiving
01[12:48] {@Threei}  show that turkey who is da boss