Jan 08 options watchlist.

J

Jaques

Financial
C
MS
BSC
WFC
MER
BAC

Solar Energy
FSLR
ESLR
SPWR

Potash
POT
AGU
CF
TRA
FMC

Technology
AAPL
HPQ
DELL
CSCO
GOOG
NVDA

Apparel
JWN
GPS
ANF
FOSL
GES
COH

Retail
GME
BBY
SHLD
JCP
M

Auto
GM
F
TM
DAI
NAVZ
HMC
NSANY

**The purpose of this watchlist is giving inspiration rather than selection.
Jan 08 means observed options on Jan,not Jan 08 options which expire 17 Jan.

Any complement would be welcome.
 
Too big a watch list. If you short, just short FSLR. I see no better short than FSLR. Virtually all other high fliers, even though they may be over-priced, but at there there is some theoretical justofication for over-price, because they MIGHT continue to grow at rapid pace, things like GOOG, AAPL, RIMM.

But FSLR is totally different. people perceive that this solar company can grow fast and unstoppable. But one thing can stop the growth of FSLR altogether. It rely on tellurium, an extremely rare element on earth. FSLR's own demand on tellurium has already serious threaten the global supply/demand equation of tellurium, causing rapid price appreciation. So at the end of day FSLR will kill itself.

Read this:
http://www.seekingalpha.com/article/55959-the-tellurium-supernova

My suggestiong is if you love physical commodity play, then buy some tellurium metal ingots. If you love shorting, time to short FSLR.
 
mmm.. GOOG has done well for me this month: bought 20 JAN 640 Puts for 2.75 back when it was trading at 690 (Jan 2, I think) and sold about a week later at 15+

not a bad way to start off the new year
 
You must log in or register to reply here.
Back
Top