Tuesday, June 16, 2015

June 16 2015

Back and forth, a few wins, a few stops. Choppy day ending slightly negative.


Session Time: Tue Jun 16 00:00:00 2015
[08:52] {dino} gm 3i
01[08:52] {@Threei}  dino :)
[09:05] {RonS} gm
01[09:06] {@Threei}  ron :)
01[09:21] {@Threei}  Upside:
01[09:21] {@Threei}  -AERI +44% (positive FDA feedback for Rhopressa)
01[09:21] {@Threei}  -COTY +15% (close to deal to buy three P&G Business for about $12B)
01[09:21] {@Threei}  -GBSN +11% (granted European patent protection)
01[09:21] {@Threei}  -XOMA +5.4% (no news seen; call activity)
01[09:21] {@Threei}  -JAKK +3% (authorized to purchase up to $30M of outstanding common stock)
01[09:21] {@Threei}  -SUNE +2.3% (acquired Continuum Wind Energy in India)
01[09:21] {@Threei}  -HRTX +2% (initiated Phase 2 trial of HTX-011)
01[09:21] {@Threei}  Downside:
01[09:21] {@Threei}  -AAVL -49% (bad data for Lucentis)
01[09:21] {@Threei}  -CAPL -8% (hearing 4.6M shares secondary priced at $31.45/shr)
01[09:33] {@Threei} Short Setup: FB  81 break
01[09:34] {@Threei}  If holds  .10
01[09:37] {@Threei}  1:1
[09:37] {dino} mei drop
[09:44] {dino} nbix spike
01[09:46] {@Threei} Long Setup:  IWM  .95 break
01[09:46] {@Threei}  Invalidated
[09:50] {RonS} cag spike w/ 10k jul calls bot
01[09:52] {@Threei} Long Setup:  FB  .55 break
01[09:52] {@Threei}  If holds  .45
[09:53] {dino} cag hl s .71
01[09:55] {@Threei}  1:1
01[10:09] {@Threei} Long Setup:  MCD  .45 break
01[10:09] {@Threei}  If holds  .35
01[10:10] {@Threei}  Invalidated
01[10:11] {@Threei}  YOKU Chinese blog speculates that Alibaba could make a takeover bid as part of BABA's growing video content strategy
[10:13] {dino} i speculate that it will rain today
01[10:13] {@Threei}  not here for sure
[10:14] {dino} ;)
01[10:15] {@Threei}  was thinking of VXX .10 entry...
01[10:15] {@Threei}  grrrr
[10:19] {dino} adms spike
01[10:19] {@Threei} Long Setup:  IWM  .60 break
01[10:19] {@Threei}  If holds  .50
01[10:25] {@Threei}  half out
01[10:25] {@Threei}  stop .59
[10:29] {RonS} cag call selling...good sign if still short dino
[10:30] {dino} rmti spk
[10:30] {RonS} that chart is insane
[10:36] {dino} still short
[10:37] {dino} bs is .86
[10:44] {dino} cag .51 tough support
[10:47] {RonS} bcrx getting hit re neg article saying influenza drug cause a prob i can't spell...
[10:48] {RonS} thrombocytopenia
01[10:48] {@Threei}  if you can't spell a problem, there is no problem
[10:48] {dino} sstk drop
01[10:48] {@Threei}  it's a rule
01[10:49] {@Threei} Short Setup: FB  .70 break
01[10:49] {@Threei}  If holds  .80
01[10:49] {@Threei}  thrombocytopenia - sounds like something nemo says instead of good morning
[10:49] {RonS} jesus, that report was orig published in 2014...bcrx
01[10:50] {@Threei}  lol
[10:50] {RonS} only to his girlfriend trying to get laid...
[10:50] {dino} shop spike
01[10:50] {@Threei}  2014;53(20):2369-71. Epub 2014 Oct 15.
01[10:50] {@Threei}  http://www.ncbi.nlm.nih.gov/pubmed/25318805
[10:51] {RonS} casinos popping mgm lvs
01[10:51] {@Threei}  and yes, ron:
01[10:51] {@Threei}  The thrombocytopenia slowly responded to treatment with oral prednisolone.
[10:52] {dino} sstk sm l .60
01[10:52] {@Threei}  [MGM] Tracinda's Kirk Kerkorian has reportedly passed away - press Kerkorian was the founder and largest holder in MGM Resorts.
[10:55] {dino} cag cov .53, +.17, ty ron for idea
[10:57] {dino} fdx drop
[10:57] {RonS} ups too
[10:58] {RonS} something w/ amzn...crowdsourcing delivery program... wtf is that?
[10:58] {RonS} "mulling"
[10:58] {dino} smr l fdx .66
[11:00] {dino} thx
01[11:00] {@Threei}  [AMZN] AMZN Reportedly considering a delivery program that is crowdsourced; would pay retailers to store packages and would pay people to deliver them
[11:01] {dino} out fdx .60, +1.00
[11:01] {RonS} gj
01[11:01] {@Threei}  nice
[11:02] {dino} ty
[11:07] {dino} cdk
[11:10] {dino} cdk sm s .36
[11:10] {RonS} cdk announces "transformation plan to strengthen business and enhance long term value"
01[11:12] {@Threei}  TWTR Notes expanded video features
[11:12] {RonS} some SA short is long cntf...pimping it w/ an article
[11:13] {dino} cdk, just bs letter
[11:16] {dino} cdk sm s .56
01[11:22] {@Threei} Short Setup: TWTR  .65 break
01[11:23] {@Threei}  If holds  75
01[11:28] {@Threei}  much slower day than yesterday
[11:28] {nemo} they're going back to vwap
[11:28] {nemo} FED tomorrow, Greece Thursday
[11:29] {RonS} Greece every day...
01[11:30] {@Threei}  lol
01[11:30] {@Threei}  'twas time of greece...
01[11:31] {@Threei}  greece was shining, 'twas shining bright
01[11:31] {@Threei}  no go TWTR
[11:31] {nemo} jumped my stop
[11:31] {RonS} whilst 3i was hoping twas bacon greece...
01[11:32] {@Threei}  only =cause there is no greek scotch
01[11:38] {@Threei} Long Setup:  FB  .15 break
01[11:38] {@Threei}  If holds  .05
01[11:55] {@Threei}  no go
01[11:55] {@Threei}  Greece is again the central concern for global markets this morning, with ominous tones heard in the rhetoric on both sides. PM Tsipras was claiming that Greece's creditors want to humiliate it and the ECB was insisting on asphyxiating Athens over recent months.
01[11:55] {@Threei}  While Chancellor Merkel diplomatically said that Europe would do everything in its power to keep Greece in the Eurozone, Finland PM Sipila warned that the possibility of Greece default was discussed at the EU summit last weekend, while EU Commissioner Dombrovskis said he "wouldn't elaborate" on contingency planning on Greece (more or less confirming that a Plan B is in the works).
[11:55] {RonS} EU'S JUNCKER SAYS HAS HAD NO CONTACT WITH GREEK GOVT SINCE SUNDAY BECAUSE NEGOTIATIONS GOING NOWHERE
[11:56] {RonS} bet i know what juncker drives...
01[11:56] {@Threei}  hugo?
[11:56] {nemo} Yugo
[12:01] {RonS} hearing talk of a greek haircut now inevitable due to Trump tv appearance...
[12:02] {cosmo} Greece likes his hair?
01[12:02] {@Threei}  if it does, that alone is enough to throw them out of EU
01[12:03] {@Threei}  and of the whole continent
01[12:03] {@Threei}  and of the face of earth
[12:03] {cosmo} hmm...go out in style
01[12:03] {@Threei}  and trump is what, honorable member of Elect Hillary Committee?
[12:04] {cosmo} non-partisan
[12:04] {dino} no way
01[12:04] {@Threei}  I have this bad feeling, dino...
[12:05] {dino} he's republican
01[12:05] {@Threei}  yes
01[12:06] {@Threei}  and his running is working for hillary more than for anything else
[12:06] {dino} no, primaries will take care of that
01[12:06] {@Threei}  there is no frikin way he will be taken seriously
[12:07] {dino} he won't run imo
01[12:07] {@Threei}  yes but if primaries turn into clown wagon, it taints whole republican field
[12:09] {dino} hate to say it vad, but media is in love w/hillary. unless something big/bad comes out on her, this election is already over
01[12:10] {@Threei}  that's exactly my baf feeling mentioned above...
01[12:10] {@Threei}  bad
[12:10] {RonS} barf too
01[12:10] {@Threei}  true
[12:10] {dino} in media eyes, she is a saint and somehow deserves it
01[12:10] {@Threei}  Freud
[12:11] {cosmo} she has more skeletons than Forrest Lawn
[12:11] {cosmo} the list is waiting
[12:11] {dino} agreed cosmo, but media gives her a free pass
01[12:11] {@Threei}  yes, and they all will be ignored
[12:11] {cosmo} sigh
[12:12] {dino} her time in state dept was a complete failure. world fell apart on her watch
01[12:12] {@Threei}  just as media ignored everything there was to look at with Obama
[12:12] {dino} yes. 90% of media is so liberal, they refuse to report the truth
[12:13] {dino} not to mention, bruce jenner bgets more air time. usa is a mess
01[12:14] {@Threei}  well, I'd put it this way:
[12:14] {dino} lol, maybe bruce will run, since they luv him so much
01[12:14] {@Threei}  whole world is a mess, USA just used to be less of that
01[12:21] {@Threei} Long Setup:  MCD  .45 break
01[12:21] {@Threei}  If holds  .35
[12:37] {nemo} .22 level in facebook
01[12:37] {@Threei}  trail to .39
01[13:00] {@Threei}  half out .53
01[13:00] {@Threei}  stop .44
[13:13] {dino} cdk just can't break under the 56
[13:14] {dino} finally
[13:16] {RonS} blackstone and carlyle to buy ncr... dbd sympathy move
01[13:41] {@Threei} Long Setup:  TWTR  34 break
01[13:41] {@Threei}  If holds  .90
[14:02] {dino} cov cdk .00, +1.56
01[14:05] {@Threei}  wtg
01[14:07] {@Threei}  let's scratch TWTR
01[14:07] {@Threei}  doesn't look like going anywhere
01[14:11] {@Threei}  EBAY PE firms said to be interested in its enterprise unit valued at up to $1.5B, sale could come within weeks
[14:12] {dino} sstk sm l .01 ave
[14:22] {dino} out sstk .33, +.32
01[14:22] {@Threei}  looks too soon to me...
[14:23] {dino} it was
[14:23] {dino} need to work on that
01[14:48] {@Threei}  [TWTR] FBN's Gasparino: banking sources say Twitter would be open to a potential sale to large internet firm like Google or Facebook
01[14:48] {@Threei}  mother...
01[14:58] {@Threei} Short Setup: TWTR  .75 break
01[14:58] {@Threei}  If holds  .85
01[15:01] {@Threei}  no go
01[15:15] {@Threei} Short Setup: FB  .15 break
01[15:15] {@Threei}  If holds  .25
01[15:33] {@Threei}  Invalidated
01[15:33] {@Threei}  annoying day
01[15:33] {@Threei}  nothing like yesterday
01[15:33] {@Threei}  which was beautiful
01[15:33] {@Threei}  can I live in yesterday?
01[15:34] {@Threei}  every day
[15:35] {dino} same thoughts here
01[15:35] {@Threei}  groundhog day had right idea
01[15:37] {@Threei}  OK guys, if I hated whole day, I am not likely to love last 20 min
01[15:37] {@Threei}  let's have a good evening, and start anew tomorrow
[15:40] {dino} gn