GBA Presents: RADIO SAVANT-!

stonedinvestor said:
I'm kind of showing off at this point and deserve to get stung.

But have you ever seen anyone better at timing the market?
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Stoney, seriously, I wrote on B1's thread yesterday that today would see a pop out of the gate and to to sell into it. If you'd follow that thread, you'd see this stuff. But whatever.
 
This Rodgers sugar trades by appointment. This is prob better bought off the TSX.--


Rogers Sugar Inc. (RSGUF)- 30 shares traded... really?
Other OTC - Other OTC D
4.24000.0000 (0.00%)
As of February 8 11:09AM EST.
 
stonedinvestor said:
VALENTINES DAY MASSACRE-? // Market surge into economic report?

IT'S A BLOODY DAY TO BEGIN WITH FEB 14TH. - That's the next big inflation report and this is when we could see a sudden stop in the decline... This was my original thesis before all this disinflation talk...
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Wolfe Research predicted Wednesday that comments earlier this week from Fed Chair Jerome Powell pointed to near-term "upward pressure on equity markets." However, the firm reiterated its bearish outlook in the intermediate term, as the Fed remains largely hawkish on a longer time horizon.

On Tuesday, stocks finished with solid gains after the Fed chief reiterated his view that the "disinflationary process" has begun, commentary that eased concerns that the central bank would be forced to rachet up its hawkish rhetoric after the employment data raised fears of ongoing inflationary pressures.

Wolfe noted that the market particularly focused on the Fed chief's highlighting of tightening financial conditions since last week's stronger-than-expected jobs report.

However, Wolfe showed some skepticism on this front. "While this is technically correct, the recent tightening has been very modest compared to the overall easing of financial conditions that’s taken place since November," the firm said.

Wolfe also spotlighted a hawkish tone in other Powell remarks, especially when viewed over a longer time horizon. Specifically, the firm pointed to Powell's observations that the services sector has yet to see disinflation and that the Fed has a "significant road ahead" given lingering strength in the labor market.

"From a trading perspective, Powell’s dovish comments on financial conditions are likely to outweigh longer-term hawkish rhetoric until convincing data shows that (1) inflation will remain 'sticky' above 3%, and/or (2) a relatively deep recession is imminent," Wolfe said.
 
vanzandt said:
I do like the EXPE chart though. Tbh.
Fundamentally it's cheaper than a lot of other tech stocks.
Their operating margin could be better. That's what the analysts are gonna focus on this time I suspect. They need to get those higher than 5%.
ABNB's by comparison are 20% plus.

Revenue growth will come in nicely yoy, they'll more than likely beat on the top line, and I don't see how they can't not revise upwards, but I think that's probably already priced in.

All eyes are gonna be on those margins.
The straddle is pricing a 7% move.
I think there's still hope Stoney.
You might be ok on this one.

I think the better play however, would be to sell The March $120 straddle for $14 here, let the earnings come in, let the dust settle, and then buy it back.
Better to take a base-hit than swing for the fences.

Why does the stock have a "failure to meet nasdaq continued listing requirements" tagged on to it?
Must be a paperwork thing, nothing to worry about for now.

Like I said, the chart looks decent Stoney, so its up to you whether or not to close it before tonight.
$2.79/$2.87 bid/ask on the March $130's as I type. $118.06 on the stock.
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Basically house money now.. They are going to beat earn.

How the market reacts is a crap shoot.
 
stonedinvestor said:
Basically house money now.. .
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How's it house money?
Not until you close your calls its not.
Unless you sold at a 3.3:1 ratio and didn't tell us.
You're in at like $2.10 and they are $3 on the bid.

The beat is priced in.
Like I said, all eyes will be on the margins.
No crap-shot, that will determine the direction.

Regarding RAIN.... I mean what can they possibly divuldge in the fire-side chat that will move the stock.
Any preliminary results that look positive will require an SEC filing, they can't sit there and speculate other than saying "we feel confident"... so really all it will be about is them repeating how wonderful this drug can be and the potential market for it if it gets approved.
UNLESS, they file something today. It could happen.
 
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