Positions Thread

[xxThe_Lebowskixx]

SSRX @ 18.62

[bills217]

I thought AOB was cheap several months ago, but I felt like I'd be selling my soul to the devil by buying shares, considering what they do.

Brag: In on CMRG at 7.61 last week. [img]/images/graemlins/smile.gif[/img]

P.S. I don't think AOB is all that cheap anymore.

[Jimbo]

Posted in another thread that I sold all my MSFT and plan to get back in at under $32. I expect my UA to do very well tomorrow. It fell back $3 from today's high and I added to my position. In after hours trading it held back above $60 per share. Dicks sells a large percentage of UA goods (finally CNN gave me some useful info to research) and they had a blockbuster quarter, This should translate to better than expected earnings for UA.

Jimbo

[Uglyowl]

From my "trading account"

Timeframe: 2-5 days

Longs

Purchase Current
GROUP 1 AUTO INC (GPI) 33.89 32.4 -4.40%
MINDRAY MEDICAL INTERNATION (MR) 38.61 40 3.60%
MEDALLION FINL CORP (TAXI) 10.74 10.64 -0.93%
Origin Agritech Ltd (SEED) 8.7 8.76 0.69%

Shorts

Sold Current
AMER SUPERCONDUCTOR CORP (AMSC) 27.01 27.92 -3.37%
GLOBAL CROSSING LTD SHS NEW (GLBC) 22.26 21.5 3.41%
PACKETEER INC (PKTR) 9.38 8.5 9.38%
SHAW GRP INC (SGR) 76.03 76.61 -0.76%

[Acein8ter]

Long:

PNP.TO @ 4.80
MGA.TO @ 4.45
FRG @ 9.10

[Uglyowl]

[ QUOTE ]
From my "trading account"

Timeframe: 2-5 days

Longs

Purchase Current
GROUP 1 AUTO INC (GPI) 33.89 32.4 -4.40%
MINDRAY MEDICAL INTERNATION (MR) 38.61 40 3.60%
MEDALLION FINL CORP (TAXI) 10.74 10.64 -0.93%
Origin Agritech Ltd (SEED) 8.7 8.76 0.69%

Shorts

Sold Current
AMER SUPERCONDUCTOR CORP (AMSC) 27.01 27.92 -3.37%
GLOBAL CROSSING LTD SHS NEW (GLBC) 22.26 21.5 3.41%
PACKETEER INC (PKTR) 9.38 8.5 9.38%
SHAW GRP INC (SGR) 76.03 76.61 -0.76%

[/ QUOTE ]


This morning I will be covering PKTR (up pre-market so my gain will be cut) and going long VDSI

[xxThe_Lebowskixx]

SIMO

[Jimbo]

Man O Man I love this stock! [img]/images/graemlins/smile.gif[/img] It posted great earnings, kept guidance stable for the 4th quarter then immediately dropped down to $56.50 per share. I had sold 5 UAKL's ($60 Nov covered calls) at $5 each, got to buy them all back for $1.40 each for a quick net of $1745. This is why people write covered calls (I mention this because a month or two ago many people did not understand why anyone ever sells covered calls).

Now the stock is back up to @$61 per share. If the UAKL's get back to $5 again I'll either sell them again or perhaps move up to the Nov 65 calls.

Jimbo

[Jimbo]

Today is a good day to get into either Sirius or XM radio, they are both down quite a bit and if you think as I do that the merger will be approved then this might be as good as it gets to get into them.

I can't tell which one is the best to own so I will buy some of each though will be heavy on SIRI vs XMSR. Am entering SIRI at $3.53 and XMSR at $14.70.

Jimbo

[Uglyowl]

[ QUOTE ]
[ QUOTE ]
From my "trading account"

Timeframe: 2-5 days

Longs

Purchase Current
GROUP 1 AUTO INC (GPI) 33.89 32.4 -4.40%
MINDRAY MEDICAL INTERNATION (MR) 38.61 40 3.60%
MEDALLION FINL CORP (TAXI) 10.74 10.64 -0.93%
Origin Agritech Ltd (SEED) 8.7 8.76 0.69%

Shorts

Sold Current
AMER SUPERCONDUCTOR CORP (AMSC) 27.01 27.92 -3.37%
GLOBAL CROSSING LTD SHS NEW (GLBC) 22.26 21.5 3.41%
PACKETEER INC (PKTR) 9.38 8.5 9.38%
SHAW GRP INC (SGR) 76.03 76.61 -0.76%

[/ QUOTE ]


This morning I will be covering PKTR (up pre-market so my gain will be cut) and going long VDSI

[/ QUOTE ]

Going to take a quick 5.3% gain on VDSI and start to wind down all positions (except GPI longer term hold) into the Fed tomorrow, I will start to build positions again Thursday morning. Got leaning the wrong way the last cut, but luckily caught an overextended AMZN.