tag:blogger.com,1999:blog-6969366797834293153.post1486597837084142158..comments2023-10-28T01:56:57.243-07:00Comments on Trading Topics: 12/3/10 You Don't Mess Around With Slim!MarkWhttp://www.blogger.com/profile/10115276845896649502noreply@blogger.comBlogger98125tag:blogger.com,1999:blog-6969366797834293153.post-43280205006147820982010-12-07T07:01:05.456-08:002010-12-07T07:01:05.456-08:00IRE - +20%IRE - +20%Chickenpookiehttps://www.blogger.com/profile/09474588806509500129noreply@blogger.comtag:blogger.com,1999:blog-6969366797834293153.post-86287556438653987732010-12-06T23:23:07.959-08:002010-12-06T23:23:07.959-08:00After some thinking, I decided that I don't wa...After some thinking, I decided that I don't want to worry about CRM destroying my portfolio and will instead try to cut my losses at $146.1/$146.91, slightly above the previous peak and for a maximum loss of $500. I'll keep watching CRM and will jump in when its crazy up move stops.Davidnoreply@blogger.comtag:blogger.com,1999:blog-6969366797834293153.post-74551601438216158122010-12-06T21:42:13.663-08:002010-12-06T21:42:13.663-08:00T3D -- do you live on Oahu? It looks like a paradi...T3D -- do you live on Oahu? It looks like a paradise here!<br /><br />I don't play tennis, but I play ping-pong. I go to the topspin.com club in San Jose twice a week...Davidnoreply@blogger.comtag:blogger.com,1999:blog-6969366797834293153.post-66169148505263071592010-12-06T20:40:25.977-08:002010-12-06T20:40:25.977-08:00Mark, I'm good thanks, just not blogging much....Mark, I'm good thanks, just not blogging much. I usually scan you guys every few days.<br /><br />David if your into tennis, I play at Diamond Head Tennis Center on the edge of Kapiolani Park. I'll be there Wednesday at around noon. Most everybody there knows me just ask for Joe C.<br /><br />If not, enjoy your holiday, played three hours of tennis in this beautiful weather here today.<br /><br />Happy Holidays to all. T3DAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6969366797834293153.post-91871291151038816692010-12-06T19:40:14.584-08:002010-12-06T19:40:14.584-08:00I am back from the beach and from a nice hike to M...I am back from the beach and from a nice hike to Manoa Falls. Now, while my kids are resting before the evening stroll along the beach, I'll mention something I didn't notice earlier today: my sell short stop order on 100 shares of CRM got triggered today at $141.91. Since I didn't notice it on time, I didn't set the buy to cover stop at $145, and now, with the stock at $147 after hours, looks like I'll be in for some disappointment tomorrow...Davidnoreply@blogger.comtag:blogger.com,1999:blog-6969366797834293153.post-69583968449947057752010-12-06T19:36:42.287-08:002010-12-06T19:36:42.287-08:00Thank you for your restaurant tips, T3D -- I'l...Thank you for your restaurant tips, T3D -- I'll try to check them out!Davidnoreply@blogger.comtag:blogger.com,1999:blog-6969366797834293153.post-69648714753530262772010-12-06T17:36:46.302-08:002010-12-06T17:36:46.302-08:00CSCO - If your looking for a long, make sure to co...CSCO - If your looking for a long, make sure to consider this one.<br /><br />I'm still concentrating my efforts on ATNI/CADC/GMO<br /><br />GMO - Jury is out on this one (figuratively), just letting my freak flag fly.<br /><br />CADC - This chart still looks like an H&S to me, not interested in adding until this pattern resolves to the downside.<br /><br />ATNI - Looks like a potential bottom, but that's what I thought twice before as it leveled out for a few sessions.<br /><br />Make it work, people!Chickenpookiehttps://www.blogger.com/profile/09474588806509500129noreply@blogger.comtag:blogger.com,1999:blog-6969366797834293153.post-1087623816015584932010-12-06T16:54:49.062-08:002010-12-06T16:54:49.062-08:00TBT shot up 1.5% AH.TBT shot up 1.5% AH.MarkWhttps://www.blogger.com/profile/10115276845896649502noreply@blogger.comtag:blogger.com,1999:blog-6969366797834293153.post-74140738485734443172010-12-06T16:52:48.992-08:002010-12-06T16:52:48.992-08:00Man, there's some pretty big blocks of C still...Man, there's some pretty big blocks of C still trading AH.MarkWhttps://www.blogger.com/profile/10115276845896649502noreply@blogger.comtag:blogger.com,1999:blog-6969366797834293153.post-26206143864648210352010-12-06T16:40:11.200-08:002010-12-06T16:40:11.200-08:00Chicken - did you throw out the name LOCM before? ...Chicken - did you throw out the name LOCM before? I might do an about face on that one...looks interesting to me.teamonfuegonoreply@blogger.comtag:blogger.com,1999:blog-6969366797834293153.post-73930111562061955472010-12-06T16:39:54.485-08:002010-12-06T16:39:54.485-08:00CP- Does this change your thinking? Your the only ...CP- Does this change your thinking? Your the only one here that might actually hold something for a year :)MarkWhttps://www.blogger.com/profile/10115276845896649502noreply@blogger.comtag:blogger.com,1999:blog-6969366797834293153.post-46612978363975977582010-12-06T16:35:58.172-08:002010-12-06T16:35:58.172-08:00CB- Yep, makes sense to me.
So I see the Treas. i...CB- Yep, makes sense to me.<br /><br />So I see the Treas. is going to start selling their final 2.4B of C. That's what 10% of the float. C averages about 500M shares a day. Let's say they dump 10% of the average volume, or 40M shares a day. That would then take about 60 trading days to sell out. Could they dump 20% of the average each day. Let's watch the daily average to see if we can take an educated guess as to when the will run out of shares. That's our buy date.MarkWhttps://www.blogger.com/profile/10115276845896649502noreply@blogger.comtag:blogger.com,1999:blog-6969366797834293153.post-22851929706271340592010-12-06T16:33:29.274-08:002010-12-06T16:33:29.274-08:00Mark - Any rally will last as long as interest rat...Mark - Any rally will last as long as interest rates don't spike. I kinda feel like we're getting closer and closer to the "No Mas" point in the bonds markets. Hopefully we'll see GDP growth race higher so we don't have to worry about this as much. <br /><br />If we start seeing our country's rates rise like the Europeans without 3.0-4% or more GDP growth, we're probably screwed.teamonfuegonoreply@blogger.comtag:blogger.com,1999:blog-6969366797834293153.post-20246919888251048562010-12-06T16:23:02.613-08:002010-12-06T16:23:02.613-08:00I think your "boom" last till Jan 1, and...I think your "boom" last till Jan 1, and then people sell to take the profits in 2011 so they don't owe the tax this year.cheapybobhttps://www.blogger.com/profile/08720367580095655196noreply@blogger.comtag:blogger.com,1999:blog-6969366797834293153.post-6428941127896984602010-12-06T16:20:26.909-08:002010-12-06T16:20:26.909-08:00OK, since no one asked, I'll give you my take ...OK, since no one asked, I'll give you my take on the tax deal. Makes me think, OK, go ahead and make some money for the next 2 years. We wont kill you for it with taxes. And hold those stocks if you want, cap gains not an issue.<br /><br />I bet we get a quick sell the news event tomorrow then boom!!MarkWhttps://www.blogger.com/profile/10115276845896649502noreply@blogger.comtag:blogger.com,1999:blog-6969366797834293153.post-1360932088258863662010-12-06T13:15:56.791-08:002010-12-06T13:15:56.791-08:00Sold my BYD calls at a nice 25% profit. Still hol...Sold my BYD calls at a nice 25% profit. Still holding on to a full position in the stock. Sold the rest of my BAC Calls at about a 20% profit. Sold 1/2 my BAC longs at $12.67 for 3 or so gain. Still holding on to my OPEN short position and added a few more puts right before the close. Those are down about 25%, unfortunately.teamonfuegonoreply@blogger.comtag:blogger.com,1999:blog-6969366797834293153.post-34179298099924086842010-12-06T12:49:15.160-08:002010-12-06T12:49:15.160-08:00So do we take our gains and pay taxes on them then...So do we take our gains and pay taxes on them then re-enter only to lose next year or do we hold and risk the uncertainty of having to pay at a higher bracket next year?<br /><br />Boy, our taxation system sure could benefit from a little modernization. Wonder which silly law has Congress working their butts off today, sugar industry safety reform?Chickenpookiehttps://www.blogger.com/profile/09474588806509500129noreply@blogger.comtag:blogger.com,1999:blog-6969366797834293153.post-86250059735845055542010-12-06T12:49:14.858-08:002010-12-06T12:49:14.858-08:00Imbalances...
BUY- C/CHK
SELL- BAC/JPM/AXP/WFC/MS...Imbalances...<br /><br />BUY- C/CHK<br />SELL- BAC/JPM/AXP/WFC/MS<br /><br />'Bout all I can find.MarkWhttps://www.blogger.com/profile/10115276845896649502noreply@blogger.comtag:blogger.com,1999:blog-6969366797834293153.post-38520532432469998012010-12-06T12:42:55.705-08:002010-12-06T12:42:55.705-08:00T3D!!!! How are you man?
Nice break above R2 on M...T3D!!!! How are you man?<br /><br />Nice break above R2 on MMR with volume.MarkWhttps://www.blogger.com/profile/10115276845896649502noreply@blogger.comtag:blogger.com,1999:blog-6969366797834293153.post-84404383351124638982010-12-06T12:34:39.695-08:002010-12-06T12:34:39.695-08:00Halekulani Hotel also has a nice restaurant called...Halekulani Hotel also has a nice restaurant called House without a Key with an open pavilion, good but limited menu. Very relaxing place, shorts ok.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6969366797834293153.post-38695436913677482362010-12-06T12:28:13.941-08:002010-12-06T12:28:13.941-08:00David,
If your on Oahu, check out Longhi's re...David,<br /><br />If your on Oahu, check out Longhi's restaurant at Ala Moana center, one of the best. Duke's bar on the beach, Waikiki.<br /><br />t3dAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6969366797834293153.post-7008041045635545792010-12-06T12:18:58.432-08:002010-12-06T12:18:58.432-08:00ASTM - Took some profits today.
Take a look at IN...ASTM - Took some profits today.<br /><br />Take a look at INFN, REE, SHZ, GMXR, LIOX, GAMEKylenoreply@blogger.comtag:blogger.com,1999:blog-6969366797834293153.post-52280665924525513742010-12-06T12:07:39.199-08:002010-12-06T12:07:39.199-08:00Ah...Thanks FF.
ASTM- I can't believe I didn&...Ah...Thanks FF.<br /><br />ASTM- I can't believe I didn't take a shot at that one.MarkWhttps://www.blogger.com/profile/10115276845896649502noreply@blogger.comtag:blogger.com,1999:blog-6969366797834293153.post-69899020878663604582010-12-06T11:51:04.525-08:002010-12-06T11:51:04.525-08:00SD was upgraded this AM by Stifel Nicolaus.
$7.50 ...SD was upgraded this AM by Stifel Nicolaus.<br />$7.50 pt.<br /><br />FFAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-6969366797834293153.post-66700277906695392010-12-06T11:32:37.347-08:002010-12-06T11:32:37.347-08:00Damn- Take a look @ the smack down SGEN got after ...Damn- Take a look @ the smack down SGEN got after it filled the gap on Fri.<br /><br />JB- Nice job holding BTX for a buck more than I did.MarkWhttps://www.blogger.com/profile/10115276845896649502noreply@blogger.com