Earnings journal

[destriero]

Your leaving me to sweat out ANTM? Cmon dude grab some flys!! Good luck with NOC! It was on my radar as well

Hnnnnnng. Pinned on ANTM!

 

[TheBigShort]

Hnnnnnng. Pinned on ANTM!

!!!!! Winner Winner Chicken Dinner!

I wish it worked out better for us on EBAY. Did you end up holding? The straddle just went into positive territory (I was out to early)

 

[destriero]

!!!!! Winner Winner Chicken Dinner!

I wish it worked out better for us on EBAY. Did you end up holding? The straddle just went into positive territory (I was out to early)

I’ll be out by the close.

 

[TheBigShort]

Screen for today: 'SCCO', 'MO', 'ESS', 'AEP', 'IP', 'RTN', 'WM', 'XRX', 'UPS', 'NEM', 'HES'

Some of these are very illiquid or too cheap to be worthwhile, but I'll probably be trading a few of these around 3:30.

Here is my expensive list. Some of yours are not on here (I will take a closer look at them). Note** some of the companies like CNC have already reported yesterday.

 

[TheBigShort]

VLO facing a trio of law-sutis, not to sure I want to sell vol on it even though it looks expensive. NOW is the best trade in my opinion. We are at all time highs and EVERYONE is bullish. I dont think there is a risk of a large gap to the upside. However there is a TON of tail risk here on the down side!!

Long the 212.5/242.5/272.5 for 15.15 risk. Also long an extra 3 212.5P per fly @ .55 (the company drops to sub 200 it misses by a wide margin.

 

[oldmonk]

Here is my expensive list. Some of yours are not on here (I will take a closer look at them). Note** some of the companies like CNC have already reported yesterday.

I use data since 2012. Might be the reason for the difference. MO, for instance, had larger moves recently, but much smaller in the past, so it looks expensive on my screen.

I'm looking at SCCO, IP, MO, RTN.

 

[TheBigShort]

LONG FB @ 182.5 11.29

 

[oldmonk]

VLO facing a trio of law-sutis, not to sure I want to sell vol on it even though it looks expensive. NOW is the best trade in my opinion. We are at all time highs and EVERYONE is bullish. I dont think there is a risk of a large gap to the upside. However there is a TON of tail risk here on the down side!!

Long the 212.5/242.5/272.5 for 15.15 risk. Also long an extra 3 212.5P per fly @ .55 (the company drops to sub 200 it misses by a wide margin.

You short vol on NOW? Barely moved in the end, after the initial scare.

 

[TheBigShort]

You short vol on NOW? Barely moved in the end, after the initial scare.

Yea I posted fill above. I think it's going to be our beat trade of the journal!! Did you take it as well? Stock is not reacting to conference call!!

 

[TheBigShort]

Facebook reacting amazing to confrence call!! This is going to be another nice winner!! My hottest trading run I have ever had!! I should bet the farm on black while the luck is still with me!