Session Time: Mon Mar 23 00:00:00 2015
[09:10] {RonS} hello gents
[09:11] {dino} gm
01[09:11] {@Threei} ron, dino :)
[09:11] {dino} well 3i, 18 degrees here, but hopefully warming up by end of week
01[09:13] {@Threei} sigh
[09:13] {dino} been a long and record breaking cold winter
01[09:13] {@Threei} yet they won't stop talking about warmest year on record
01[09:14] {@Threei} I've no idea how these people reconcile their words with reality
[09:15] {dino} they throw out the cold areas
01[09:15] {@Threei} because they are too cold to count... makes sense
[09:16] {cosmo} It is supposed to be the warmest Spring ever...
01[09:17] {@Threei} right before warmest summer ever, I guess...
[09:18] {cosmo} that was last year
[09:18] {RonS} when you have the time, this guy nails it: http://news.heartland.org/newspaper-article/2015/03/20/why-i-am-climate-change-skeptic
[09:22] {Raven} warm in the west and cold in the east .... called the Jet Stream
[09:22] {cosmo} What happened to Mars is that it stopped producing CO2.
[09:23] {Raven} Washington needs to stop producing hot air
01[09:23] {@Threei} lol
[09:23] {cosmo} hot air helps melt the ice though
[09:24] {Raven} good ... send some warm air tho \
[09:24] {Raven} \\
[09:24] {Raven} to Michigan
[09:25] {cosmo} Michigan State BB is hot...
[09:26] {Raven} I went to U of Mich ... we were trained to hate Mich Stated
[09:26] {Raven} -d
01[09:27] {@Threei} Upside:
01[09:27] {@Threei} -IMGN +21% (Takeda licensed rights to novel antibody-drug conjugate technology)
01[09:27] {@Threei} -GNW +6.6% (positive broker commentary)
01[09:27] {@Threei} -THC +4.6% (confirmed deal to acquire 50.1% in United Surgical Partners; also acquiring UK-based Aspen Healthcare)
01[09:27] {@Threei} -CYBR +4% (positive broker commentary)
01[09:27] {@Threei} Downside:
01[09:27] {@Threei} -MEIP -63% (top-line Phase 2 study results for Pracinostat showed no difference in rate of complete remission rate)
01[09:27] {@Threei} -VRTX +5.3% (Feuerstein comments & 12-week safety study of VX-661 showing efficacy on low-side of expectations)
01[09:27] {@Threei} -SNP -3.2% (earnings)
01[09:27] {@Threei} -KSU -2.8% (Q1 EPS/Rev guidance)
01[09:27] {@Threei} -LULU -2.5% (negative broker commentary)
01[09:31] {@Threei} Short Setup: FB .25 break
01[09:31] {@Threei} If holds .35
01[09:31] {@Threei} 1:1
01[09:32] {@Threei} 1:2
01[09:32] {@Threei} 1:3
01[09:36] {@Threei} Long Setup: IWM .95 break
01[09:36] {@Threei} If holds .88
01[09:37] {@Threei} Long Setup: FB .60 break
01[09:37] {@Threei} If holds .50
01[09:37] {@Threei} Invalidated FB
01[09:38] {@Threei} 1:1 IWM
01[09:39] {@Threei} FB, should have recalibrated
01[09:47] {@Threei} Long Setup: FB .60 break
01[09:47] {@Threei} If holds .50
01[09:48] {@Threei} 1:1
[09:50] {dino} bio blood
01[09:51] {@Threei} but CYBR is healthy
01[09:51] {@Threei} (see what I did there?)
01[09:51] {@Threei} 1:2
[09:51] {dino} sorry, meant biotech blood
01[09:51] {@Threei} I know :)
01[09:52] {@Threei} just being smart ass
01[09:52] {@Threei} bio vs cyber
01[09:52] {@Threei} trying to outron ron
[09:52] {dino} you'regoing to make ron mad
01[09:53] {@Threei} for some reason I feel brave today
[09:59] {RonS} np here...
01[10:00] {@Threei} *(US) FEB EXISTING HOME SALES: 4.88M V 4.92ME
01[10:09] {@Threei} MCD
01[10:09] {@Threei} wow
01[10:09] {@Threei} just when I thought to call .20 or .25 :(
01[10:09] {@Threei} crap
01[10:09] {@Threei} MCD Glenview Capital sends letter
01[10:10] {@Threei} scarlet letter?
01[10:10] {@Threei} love letter?
01[10:12] {@Threei} suggests REIT conversion could unlock $20B in value
[10:17] {dino} nlnk sm l .49
[10:17] {dino} same talk on shld 3i
01[10:18] {@Threei} yeah
01[10:22] {@Threei} Long Setup: YUM .70 break
01[10:22] {@Threei} If holds .60
01[10:22] {@Threei} 1:1
[10:32] {dino} out nlnk .50, +1.01
01[10:32] {@Threei} wtg
[10:32] {RonS} gj
[10:32] {dino} ty
01[10:32] {@Threei} Long Setup: MCD .10 break
01[10:32] {@Threei} If holds 98
[10:32] {dino} i am thinking of raising my minimum shares to 500
01[10:33] {@Threei} 1:1
[10:35] {RonS} if you were ese...496.75
[10:35] {dino} lol
01[10:35] {@Threei} lol
[10:40] {dino} fltx spike
01[10:42] {@Threei} 1:2
01[10:45] {@Threei} 1:3
01[10:45] {@Threei} out
[11:00] {dino} gj
01[11:00] {@Threei} *(EU) EURO ZONE MAR ADVANCE CONSUMER CONFIDENCE: -3.7 V -6.0E
01[11:00] {@Threei} ty
01[11:24] {@Threei} Long Setup: MCD .75 break
01[11:24] {@Threei} If holds .65
01[11:30] {@Threei} 1:1
[11:43] {RonS} (CKP) CFO has resigned from his position
01[12:04] {@Threei} Short Setup: MCD .60 break
01[12:04] {@Threei} If holds .70
[12:11] {RonS} hearing xom for cop rumor
[12:11] {RonS} 72-74
01[12:12] {@Threei} Long Setup: FB .80 break
01[12:13] {@Threei} If holds .70
[12:15] {dino} cop?
01[12:16] {@Threei} takeover rumor
01[12:16] {@Threei} COP Hearing takeover chatter circulating- Exxon said to be interested
[12:17] {dino} ahh
01[12:17] {@Threei} 1:2
01[12:17] {@Threei} 1:1
01[12:23] {@Threei} 1:2
[12:28] {dino} gj
01[12:28] {@Threei} ty
01[12:30] {@Threei} Crude prices remain well within the range seen last week, with WTI just below $47 and Brent below $56. In comments out earlier today, the Saudis deflected blame for the oil price crash, pointing out that non-OPEC sources pump 70% of crude. Oil Minister Naimi said Saudi Arabia saw no need to boost output to 12.5M since there was no demand, but also said the Kingdom was ready to boost output if needed.
[12:33] {dino} taking a break
[13:28] {dino} .
01[13:33] {@Threei} Long Setup: IWM .20 break
01[13:33] {@Threei} If holds .10
[13:55] {dino} markets just sitting in tight range all day
01[13:55] {@Threei} yeah
01[13:55] {@Threei} decent morning, then lull
[13:59] {dino} same last friday. this needs to change or its going to be a long boring spring
[14:02] {RonS} but you keep saying it's still winter...
01[14:04] {@Threei} this is slow climb for you... boring market
[14:06] {dino} ron, it is winter where i am, just spring on my calander
[14:07] {RonS} where's Julius Caesar when you need him?
01[14:07] {@Threei} ask Brut
[14:09] {RonS} http://www.livius.org/caa-can/caesar/caesar_t17.html
01[14:09] {@Threei} 1:1
[14:12] {RonS} Chatter $AAPL to partner with $ADT for home monitoring and/or DIY security product.
[14:23] {RonS} thinking they exhausted the overtime budget: Police suspend investigation into UVA sexual assault allegations detailed in Rolling Stone, citing lack of evidence http://www.breakingnews.com/t/ZNu
[14:31] {dino} gotta hop early guys, catch you tomorrow
01[14:33] {@Threei} take care dino
01[15:07] {@Threei} Long Setup: VXX .05 break
01[15:07] {@Threei} If holds .98
[15:14] {RonS} pull that rug
01[15:14] {@Threei} really
[15:18] {cosmo} http://www.metrowestdailynews.com/article/20150318/NEWS/150316042
[15:19] {RonS} lol...they aren't supposed to be white...
[15:21] {cosmo} hunt them in the snow
01[15:35] {@Threei} market just can't decide
01[15:38] {@Threei} meh
01[15:38] {@Threei} forst stop today, lol
01[15:38] {@Threei} i*
[15:38] {RonS} brutal
01[15:38] {@Threei} hehe
01[15:38] {@Threei} ok, finishing on that
01[15:38] {@Threei} have a good evening, see you tomorrow
