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-   -   Positions Thread (http://archives1.twoplustwo.com/showthread.php?t=523460)

xxThe_Lebowskixx 10-15-2007 01:45 PM

Positions Thread
 
Please post your new positions in this thread and update when you sell. Most of my positions come from people on another pay forum who are SICK. I have been following them for 2+ years and they are really SICK.

Short LFC at 94.8 ((this is my own pick))

Buy MOO at 48.5

Buy SBR at 47.09

Buy PBT at 15.46

skindog 10-15-2007 02:00 PM

Re: Positions Thread
 
What forum, who are these people, and how much does it cost?

Always looking for new ideas...

DcifrThs 10-15-2007 03:12 PM

Re: Positions Thread
 
[ QUOTE ]
What forum, who are these people, and how much does it cost?

Always looking for new ideas...

[/ QUOTE ]

xxThe_Lebowskixx 10-15-2007 03:16 PM

Re: Positions Thread
 
pm sent.

chrisgs 10-15-2007 03:52 PM

Re: Positions Thread
 
I'd like this info as well. Thanks!

skindog 10-15-2007 04:04 PM

Re: Positions Thread
 
lol... 4 replies and no positions.

I'll bite, but you've heard it before

BUY TTWO 13.43, ~14, ~16, ~18 (as I received capital)

Jimbo 10-15-2007 04:21 PM

Re: Positions Thread
 
Positions I opened today:

Bought NILE at $81.40
Bought BAC at $51.22
Bought AMZN at $90.35
Bought ZMH at $81.42

Target prices to sell by end of month:

NILE---$85.50
BAC----$53.xx
AMZN---$92.25
ZMH----$100+ (Long term hold not an EOM sales target)

Jimbo

CrushinFelt 10-15-2007 04:29 PM

Re: Positions Thread
 
TWEIX about 80%
10% Coutnrywide bonds
10% CTI bonds

gogogo bond rally!

stephenNUTS 10-15-2007 07:38 PM

Re: Positions Thread
 
[ QUOTE ]
Please post your new positions in this thread and update when you sell. Most of my positions come from people on another pay forum who are SICK. I have been following them for 2+ years and they are really SICK.

Short LFC at 94.8 ((this is my own pick))

Buy MOO at 48.5

Buy SBR at 47.09

Buy PBT at 15.46

[/ QUOTE ]

Hey Lebowski!

As a long time market player,I have seen alot of these "tout services/newsletters" come and go but mostly FAIL.

I would love to know the service you are using ,as I know from experience....there are some REAL good ones out there though,that slide under the radar,having a great following of 2+yrs or more from your comments.....which should be a benchmark time frame to test their succes anyway?

Sounds like you have done real well!

Thanks,and feel free to PM me,
~stephen feraca [img]/images/graemlins/smile.gif[/img]

SuperWhale 10-15-2007 08:42 PM

Re: Positions Thread
 
[ QUOTE ]

Buy PBT at 15.46

[/ QUOTE ]

I have been buying this stock on dips below 14. Very low volume so you get some big swings some days. Look at an open, high, low, close graph from the end of Feb to see some people who look like they got raped with market orders in this stock.

Do you have a target sell price or sell catalyst? It looks like it was up big today on natty gas/crude prices, although sometimes it doesn't correlate with them over short periods of time.

mal_noles 10-15-2007 08:58 PM

Re: Positions Thread
 
Long ANF 70/80 Jan put spread.

Long Nov gasoline crack.

Initiated both at the end of last week.

xxThe_Lebowskixx 10-15-2007 11:18 PM

Re: Positions Thread
 
haha, this beats any poker monitor setup.


So far

21 monitors
8 computers


I still need to add 4 lcd tvs and 2 more ergotron stands


http://i158.photobucket.com/albums/t...viewattmpl.jpg

http://i158.photobucket.com/albums/t...ewattmpl-1.jpg

ahnuld 10-15-2007 11:42 PM

Re: Positions Thread
 
what the hell is that setup used for?

10-15-2007 11:52 PM

Post deleted by Mat Sklansky
 

dazraf69 10-15-2007 11:54 PM

Re: Positions Thread
 
I saw that chair in the matrix. Where do you hook in the cable at? [img]/images/graemlins/grin.gif[/img]

That is a sick setup though. Information overload?

DcifrThs 10-16-2007 12:42 AM

Re: Positions Thread
 
[ QUOTE ]
haha, this beats any poker monitor setup.


So far

21 monitors
8 computers


I still need to add 4 lcd tvs and 2 more ergotron stands


http://i158.photobucket.com/albums/t...viewattmpl.jpg

http://i158.photobucket.com/albums/t...ewattmpl-1.jpg

[/ QUOTE ]

[x] 21 monitors
[x] 8 computers
[ ] 21 moniters being used
[ ] 8 computers being used
.
.
.
[x] 2 monitors being used
[x] 1 computer being used

[x] ability to 84 table

Barron

Jimbo 10-16-2007 12:22 PM

Re: Positions Thread
 
Bought more NILE this morning at $79.72
Sold 4 OCT 85 covered calls at $2.50 (JWUJQ)
Ideally these calls will expire worthless and my stock will reach my target of $85.50 early next week.

Looks like I bought Amazon one day early and may need to hold it a bit longer than expected, darn those analyst downgrades. Guess I can't complain about them too much, that is what allowed me to get into NILE at a good price.

Jimbo

Jimbo 10-16-2007 12:32 PM

Re: Positions Thread
 
Guess I should add that I am back into ETFC for a two day swing trade. Bought 1000 shares averaged to $12.48 and am keeping my fingers crossed for a great number on the earnings report. I believe it will leap to $14.00 but will get out at anything over $13.79.

Jimbo

B00T 10-16-2007 01:06 PM

Re: Positions Thread
 
does anyone realize how hot and uncomfortable that room would get?

dazraf69 10-16-2007 09:31 PM

Re: Positions Thread
 
Short oil at $90

kimchi 10-16-2007 11:35 PM

Re: Positions Thread
 
[ QUOTE ]
Short oil at $90

[/ QUOTE ]

You have a market order, or are you giving a tip/suggestion?

dazraf69 10-17-2007 12:15 AM

Re: Positions Thread
 
[ QUOTE ]
[ QUOTE ]
Short oil at $90

[/ QUOTE ]

You have a market order, or are you giving a tip/suggestion?

[/ QUOTE ]

That will be my position when oil hits $90. I figured everyone has mentioned what they have a purchased so I would say what I plan on purchasing. Not a suggestion or tip.

MrBlue 10-17-2007 12:18 AM

Re: Positions Thread
 
AAPL Nov 2007 150 put @ 3.75

May pick up other strikes as AAPL rallies into earnings next Monday.

Jimbo 10-17-2007 01:56 PM

Re: Positions Thread
 
Bought NILE at $81.40
Bought BAC at $51.22/ now twice the position averaged to $50.48
Bought AMZN at $90.35
Bought ZMH at $81.42

Target prices to sell by end of month:

NILE---$85.50
BAC----$53.xx
AMZN---$92.25
ZMH----$100+ (Long term hold not an EOM sales target)

This was the meat of my first post in this thread, I later added:

ETFC at $12.48 and plan on selling this tomorrow if all goes as planned.

Now call me scared but I sold my Amazon position at $91.55 this morning and increased my stake in BAC as noted above. They may have a poor earnings dip but still like BAC to reach $53.00 in two to three weeks or sooner depending on how much the FED cuts.

FWIW I am still on long term hold with the below stocks:

MSFT
NAT
AUY
UA

Jimbo

skindog 10-17-2007 02:48 PM

Re: Positions Thread
 
I used to hold NAT, I like the way they do business and the divident returns are sexy

xxThe_Lebowskixx 10-17-2007 06:38 PM

Re: Positions Thread
 
"Short LFC at 94.8 ((this is my own pick))"

This got closed out on the massive gains today. China is insane. Is there some chance the government is planning to float their currency? Every piece of information online is calling this a huge unsustainable bubble, I don't see any contrary positions which support these huge gains. Thoughts?

SlowHabit 10-17-2007 06:50 PM

Re: Positions Thread
 
I don't think I will ever short a company. It is so much easier to pick a business that can grow.

hERESY 10-19-2007 12:53 PM

Re: Positions Thread
 
I see that EBAY's oversold, so I'm buying and intend to hold.

Jimbo 10-19-2007 01:24 PM

Re: Positions Thread
 
Update: Well I screwed the pooch on ETFC, took a $1.00 loss per share and exited my position minus <$1007.00> including comissions.

Am currently down $2.50 per share on BAC but am not worried about this choice at all. Just need the Fed to cut rates 25 bps or more and instant profit. Still see a two to three week horizon here. Worst case is to hold it and take the 5% dividend for a while.

NILE is working better than expected, almost too well. It shot past my initial target and I sold those $85 covered calls to lock in a short term gain. Worst case scenario here is that they get excercised and I make $4.02 per share on the stock and another $2.50 per share on the covered calls minus commissions for a net profit of $2608 in less than a week minus total comissions of about $73 if the options do get excercised.

Taking into account the above profit plus the Amazon sell even after the loss on Etrade and the paper loss on Bank of America I am still nicely ahead for the week. Am still holding ZMH as well as my other long term holds listed above.

Just now purchased 10 SDBJT options at .55 each, now just need SLB to move up a buck per share from $99.75 before market close.


Jimbo

CrushinFelt 10-19-2007 01:26 PM

Re: Positions Thread
 
Going to buy some AMD Calls soon. Probably with an expiration at the end of Q1. Likely struck around 16 or 17.

Jimbo 10-19-2007 02:01 PM

Re: Positions Thread
 
Bingo!! SLB reached 100.75, my SDBJT options reached $1.05 and sold to the American. Net profit $430.10 for less than 30 minutes of sweating, better than poker. [img]/images/graemlins/smile.gif[/img]

Jimbo

dazraf69 10-19-2007 09:25 PM

Re: Positions Thread
 
[ QUOTE ]
[ QUOTE ]
[ QUOTE ]
Short oil at $90

[/ QUOTE ]

You have a market order, or are you giving a tip/suggestion?

[/ QUOTE ]

That will be my position when oil hits $90. I figured everyone has mentioned what they have a purchased so I would say what I plan on purchasing. Not a suggestion or tip.

[/ QUOTE ]

pig4bill 10-19-2007 09:59 PM

Re: Positions Thread
 
[ QUOTE ]
Update: Well I screwed the pooch on ETFC, took a $1.00 loss per share and exited my position minus <$1007.00> including comissions.

[/ QUOTE ]

Almost anyone with significant mortgage exposure is likely to take an earnings hit over the next couple months. Even though Etrade bailed out of the mortgage business, this last quarter was from July timeframe. Also, even though a company may have been out of the mortgage business for awhile, if they are holding toxic paper they have not yet written down substantially, it can continue to suck earnings out of the company like a vampire for years to come.

xxThe_Lebowskixx 10-23-2007 10:48 AM

Re: Positions Thread
 
opened positions in

SIMO
CSCO

forget to update previously but purchased JAG, ANH, and DRYS. JAG and ANH have done very good.

pureCra2z 10-23-2007 11:24 AM

Re: Positions Thread
 
[ QUOTE ]
[ QUOTE ]
What forum, who are these people, and how much does it cost?

Always looking for new ideas...

[/ QUOTE ]

[/ QUOTE ]
.

cheer 10-23-2007 01:34 PM

Re: Positions Thread
 
[ QUOTE ]
opened positions in

SIMO
CSCO

forget to update previously but purchased JAG, ANH, and DRYS. JAG and ANH have done very good.

[/ QUOTE ]
what is your projected price point on Cisco? It seems like it broke out of its 4 month trend. Is this a long term investment or do you see it bounce off $30?

MrBlue 10-23-2007 02:59 PM

Re: Positions Thread
 
[ QUOTE ]
AAPL Nov 2007 150 put @ 3.75

May pick up other strikes as AAPL rallies into earnings next Monday.

[/ QUOTE ]

My options are now trading at 30c. Hahaha... oh man.

CrushinFelt 10-23-2007 03:14 PM

Re: Positions Thread
 
Hurry up and approve my freaking account for option trading already. sheesh

Without any approval people should be able to buy options. Their only downside risk the the amount that they buy. Silly bastard regulators.

SuperWhale 10-23-2007 08:24 PM

Re: Positions Thread
 
www.thinkorswim.com -- A brokerage that lets you trade any level of options (ie naked puts) without a not from your mother.

Sarge85 10-23-2007 08:28 PM

Re: Positions Thread
 
LONG:

T
NUE
GRMN
MON
GE
CVX

Sarge[img]/images/graemlins/diamond.gif[/img]


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