Session Time: Wed Jun 24 00:00:00 2015
[09:02] {RonS} gm
01[09:02] {@Threei} ron :)
01[09:29] {@Threei} Upside:
01[09:29] {@Threei} -CPXX +23% (positive results from Phase 3 CPX-351 study)
01[09:29] {@Threei} -MEET +22% (guided Q2 R higher)
01[09:29] {@Threei} -GBSN +11% (wins NIH grant to develop direct from whole blood test for deadly CRE superbug)
01[09:29] {@Threei} -LEN +5.3% (earnings)
01[09:29] {@Threei} -KERX +2.4% (Two National Insurance Providers Added Auryxia to Their Medicare Part D Formularie)
01[09:29] {@Threei} -NFLX +2.2% (7-1 stock split)
01[09:29] {@Threei} Downside:
01[09:29] {@Threei} -TTHI -65% (data
01[09:29] {@Threei} -ADHD -15% (results from Phase 2 trial of MDX for fragile X syndrome did not meet endpoints)
01[09:29] {@Threei} -BLOX -6.4% (no news seen)
01[09:29] {@Threei} -FIT -4% (profit-taking)
01[09:29] {@Threei} -FTNT -3% (negative broker commentary)
01[09:29] {@Threei} -FEYE -2.2% (no news seen following last night's positive Mad Money mention)
01[09:29] {@Threei} -BLUE -2% (pricing of 2.9M share offering)
[09:29] {nemo} when?
[09:29] {nemo} NFLX stock split
[09:30] {RonS} 7/15
01[09:30] {@Threei} Netflix stock will begin trading regular way at the post-split price on July 15, 2015.
01[09:32] {@Threei} Short Setup: FB .85 break
01[09:32] {@Threei} 1:1
[09:34] {nemo} sheesh AAPL
[09:38] {dino} ftnt
[09:38] {dino} sm l .06
[09:39] {dino} stop is lod brk
[09:39] {dino} should've waited, right nemo
[09:40] {nemo} yep
01[09:40] {@Threei} Short Setup: AIG .15 break
01[09:40] {@Threei} If holds .25
[09:42] {dino} rinsed
[09:42] {nemo} AAPL gap fill .59
[09:45] {dino} ftnt sm l .00
01[09:45] {@Threei} Short Setup: FB .60 break
01[09:45] {@Threei} If holds .70
[09:46] {nemo} ATHs
01[09:46] {@Threei} 1:1 FB
01[09:46] {@Threei} 1:2
01[09:47] {@Threei} 1:3
[09:48] {nemo} probably goes to .15
01[09:48] {@Threei} AIG to .21
01[09:53] {@Threei} here is FB at that .15
01[09:53] {@Threei} good read
[09:53] {nemo} ;-)
[09:54] {dino} feye sm l .48
[09:55] {nemo} this high is important dino
[10:00] {dino} out feye .80, +.32
[10:04] {dino} out ftnt .31, +.31
[10:10] {dino} ftnt sm l .15
[10:10] {dino} afop pulp
[10:11] {dino} down
[10:11] {dino} everything dropping
[10:12] {dino} xon drop
[10:13] {dino} feye sm l .35
[10:15] {dino} anac spike
01[10:16] {@Threei} 1:1 AIG
[10:21] {dino} wow anac
[10:25] {dino} out ftnt .45, +.30
[10:31] {dino} out feye .70, +.35
01[10:34] {@Threei} wtg
[10:34] {dino} ty
[10:42] {RonS} icahn announceout of nflx
[10:42] {RonS} +space :)
01[10:42] {@Threei} and in AAPL
01[10:43] {@Threei} [NFLX] Carl Icahn tweets: Sold last of our $NFLX today. Believe $AAPL currently represents same opportunity we stated NFLX offered several years ago.
[10:47] {nemo} that why aapl running?
01[10:47] {@Threei} probably
01[10:47] {@Threei} http://news.nationalpost.com/news/canada/winnipeg-police-helicopter-accidentally-broadcasts-explicit-conversation-to-people-on-ground
[10:49] {RonS} LL squeezing
01[11:03] {@Threei} 1:2 AIG
01[11:03] {@Threei} man, they take some serious patience
[11:16] {dino} indeed
01[11:24] {@Threei} http://www.washingtonexaminer.com/new-study-electric-cars-may-be-worse-for-the-environment-than-gas-powered/article/2566847
[11:31] {RonS} zmh
[11:31] {dino} zmh spike
[11:31] {RonS} FTC SAYS REQUIRES MEDICAL DEVICE COMPANY ZIMMER HOLDINGS, INC. TO DIVEST ASSETS AS A CONDITION OF ACQUIRING BIOMET, INC.{
[11:32] {RonS} syk pop
[11:35] {RonS} snn pulp over zmh
[11:37] {RonS} strange action... how many companies can zmh sell assets to?
[11:38] {dino} indecision snn
01[11:38] {@Threei} FSLR Hearing vague renewed takeover chatter- GE rumored as a potential acquirer
[11:38] {RonS} thinkin that's the 4th time they've run that around...
01[11:39] {@Threei} {GE} folks, it's probably cheaper to buy them than contonue denying the rumor...
[11:41] {RonS} and just think of the frequent flyer miles: Greek twitter ANEL Spokesperson urging Tsipras to leave Brussels; says they'll beg him to go back. .. Translation from Greek NikNikolopoulos Twitter account
01[11:41] {@Threei} lol
[11:44] {RonS} rotflol...tweeted: "I've been spelling Erica wrong my whole life" then shows a screen shot of tv news story w/ black lady...name... Airwrecka McBride
[11:44] {dino} lol
01[11:45] {@Threei} oh god
01[11:45] {@Threei} lol
[11:46] {dino} phonics?
01[11:51] {@Threei} Midway through the European session, there were headlines stating that PM Tsipras said that the Europeans had rejected the latest concessions from Greece, while other officials said the creditors' stance suggests that they don't really want a deal. Another round of counterproposals were exchanged and Greece reportedly rejected them, although the state of play remains somewhat opaque this morning.
[12:41] {nemo} FB
[12:42] {nemo} might be a short from .65 with vwap just overhead
01[12:48] {@Threei} needs to break .50
01[13:00] {@Threei} just a scalp
01[13:00] {@Threei} oh well
01[13:01] {@Threei} ZMH hatled
01[13:01] {@Threei} (GR) Belgium Fin Min: Institutions are still evaluating Greece proposals, Eurogroup cannot move forward without the report from the Institutions - if cannot reach deal today, will continue talks tomorrow
01[13:01] {@Threei} and if can't reach deal tomorrow...
[13:01] {RonS} zmh halt
01[13:25] {@Threei} (GR) Greece delegation reportedly has left the EU commission building; no further details - press - EU's Moscovici: Eurogroup will continue its attempts to reach a deal with Greece- EU's Dombrovskis: are making progress on Greece, there are still some issues oustanding
01[13:26] {@Threei} Long Setup: FB .50 break
01[13:26] {@Threei} If holds .40
01[13:27] {@Threei} [FB] Separating messenger product so that one can sign up without using with Facebook by using your phone number (similiar to Facebook owned Whatsapp)
01[13:27] {@Threei} Invalidated
[13:29] {dino} funny, cramer pushes internet security stocks last night and this morning. all getting beat up
01[13:29] {@Threei} always a great contrarian indicator
01[13:30] {@Threei} Long Setup: FB .35 break
01[13:30] {@Threei} If holds .25
01[13:33] {@Threei} 1:1
[13:33] {dino} smr l agio .27 gappy
[13:42] {nemo} wow GS down over 2% something's up
[13:43] {dino} or down
01[13:46] {@Threei} or as always - up, down, and ending flat
01[13:47] {@Threei} 1:2
[13:56] {dino} gj
01[13:56] {@Threei} ty
[14:01] {dino} out agio, 104.26, +1.00
[14:01] {dino} opps, +.99
01[14:02] {@Threei} wtg
[14:03] {dino} ty
[14:30] {dino} ptla drop
[14:38] {dino} tmo spike
01[15:03] {@Threei} Short Setup: FB .70 break
01[15:03] {@Threei} If holds .80
[15:14] {RonS} eix drop
01[15:14] {@Threei} no go
01[15:15] {@Threei} (IR) Reportedly leaked documents show Western powers are offering Iran more advanced reactor technology as part of nuclear agreement - press The draft, dated June 19, outlines plans to modify the Arak heavy-water reactor via an "international partnership" into a facility less likely to be usable for nuclear proliferation while leaving Iran in "the leadership role as the project owner and manager."
[15:15] {RonS} wow
[15:18] {dino} eix news?
[15:18] {RonS} got none
01[15:18] {@Threei} 6/13 last I see
[15:19] {dino} sm l .96
01[15:24] {@Threei} Long Setup: JPM .05 break
[15:24] {dino} stop eix
01[15:24] {@Threei} If holds .97
[15:24] {dino} wtf
[15:25] {dino} re-load .70
[15:25] {dino} out .13, +.43
[15:26] {dino} about even on it
[15:26] {dino} re-load .10
01[15:30] {@Threei} (GR) European Finance ministers may opt against coming to a Greece agreement - Germany press
[15:32] {dino} out eix .55, +.45
[15:33] {dino} ty ron for idea
01[15:33] {@Threei} 1:1
[15:33] {dino} strp spike
[15:34] {dino} guys, gotta hop. tee time in 30. very nice day. thanks for ideas
01[15:34] {@Threei} :)
[15:47] {RonS} cya tomorrow 3i, thanks
01[15:48] {@Threei} till tomorrow
