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  #101  
Old 07-20-2011, 09:22 AM
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Quote:
Originally Posted by beewang View Post
YES I DO!

But your original statement appears to be refrence to the user interface



Since "Pawn Stars" and "american picker" to list a few are TV Show on demand... it would appear on the surface that you 1) Didn't know that because you didn't use NFLX and 2) Just want to "flip channels" Thus prompeted my statement.
No I don't have NFLX (yet) since I've been debating whether to go with Dish, Netflix + Hulu Plus or something else, and I've been doing a whole lot of research but for now I'm leaning towards Dish.

I eat at McDonald's, I get my prescriptions from CVS and Walgreens; I fly any airlines I find the cheapest for a given trip; I book from expedia/travelocity/priceline; I search online using Google. Does it mean I am knowledgeable enough to buy those stocks? Far from it. I wouldn't blindly invest in a company simply because I buy its products or use its services, and I can also invest in companies that I don't buy their products nor their services. I don't smoke, but I invest in PM; I don't search Baidu but I still buy the call options; I don't use Verizon but I own its stock.

Last edited by Griffoun; 07-20-2011 at 09:25 AM.
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  #102  
Old 07-21-2011, 08:26 AM
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OXY calls are up nicely today and there is still more to come The August $115 calls are up a good 40% today. I am sticking to my $115 target for this month.
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  #103  
Old 07-22-2011, 06:59 AM
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Originally Posted by stylinexpat View Post
OXY calls are up nicely today and there is still more to come The August $115 calls are up a good 40% today. I am sticking to my $115 target for this month.
Good stuff

So a question for you and those who's been trading options... I've made a decent amount (not beign greedy) from NFLX put and it's going to report on Monday. Should I close my current put (Sep@250) and buy another one (say, Sep@225) to lock-in the current gain, or just keep holding till Monday? NFLX has dropped 10% from 300 and now there's a better chance it's going to recover on Monday... i still think it's overpriced though.
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  #104  
Old 07-22-2011, 07:01 AM
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Originally Posted by Griffoun View Post
Good stuff

So a question for you and those who's been trading options... I've made a decent amount (not beign greedy) from NFLX put and it's going to report on Monday. Should I close my current put (Sep@250) and buy another one (say, Sep@225) to lock-in the current gain, or just keep holding till Monday? NFLX has dropped 10% from 300 and now there's a better chance it's going to recover on Monday... i still think it's overpriced though.
Can not comment on NFLX. That one is hard to call for me.
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  #105  
Old 07-22-2011, 07:07 AM
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Originally Posted by stylinexpat View Post
Can not comment on NFLX. That one is hard to call for me.
I'd say just from "lock-in the gain perspective", what would you do?

I'm sure your BIDU call (like mine) has already gained quite a bit as well. Say you've made 50% and not try to be greedy, but you still want to play the earning on Monday. Would you leave it alone or do something about your existing call?
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  #106  
Old 07-22-2011, 08:48 AM
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Originally Posted by Griffoun View Post
I'd say just from "lock-in the gain perspective", what would you do?

I'm sure your BIDU call (like mine) has already gained quite a bit as well. Say you've made 50% and not try to be greedy, but you still want to play the earning on Monday. Would you leave it alone or do something about your existing call?
At 50% just lock them profits. A profit is a profit. Did you look at AMD today?
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  #107  
Old 07-22-2011, 09:25 AM
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Crazy ass MPEL over $15 now and almost at $16

http://www.google.com/finance?q=NASDAQ:MPEL

MCP had a nice pop the last 25 minutes before closing yesterday. The $57.50 August calls literally doubled within 20-25 minutes before closing yesterday.

http://www.google.com/finance/option_chain?q=NYSE:MCP
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  #108  
Old 07-25-2011, 09:51 AM
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OXY reports tomorrow
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  #109  
Old 07-25-2011, 03:11 PM
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I'm all about BIDU and NFLX this week.
Jackpot!
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  #110  
Old 07-25-2011, 04:45 PM
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Jackpot!
Yeah, I had figured that the BIDU calls would be a jackpot but I was not so sure about NFLX and as you can see it tanked so if you bought puts then you did hit the other jackpot but had you bought calls you would have been taken to the cleaners.
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  #111  
Old 07-25-2011, 07:02 PM
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Yeah, I had figured that the BIDU calls would be a jackpot but I was not so sure about NFLX and as you can see it tanked so if you bought puts then you did hit the other jackpot but had you bought calls you would have been taken to the cleaners.
I wouldn't have debated with beewang if I bought call, right?
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  #112  
Old 07-25-2011, 08:42 PM
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No I don't have NFLX (yet) since I've been debating whether to go with Dish, Netflix + Hulu Plus or something else, and I've been doing a whole lot of research but for now I'm leaning towards Dish.
By the way, I decided to go with Dish's Top 120 package with 1 receiver which delivers HD to one room and non-HD to another. With the fatwallet.com referral code, there will be $50 credit applied to the account in the next 2 months.

So... 30 x 12 + 45 x 12 - 50 = 37.5 a month. On the promo side, I get the Platinum package, HBO, showtime and the whole nine yards free for 3 months, AND Blockbuster DVD rental free for 3 months which I can wait till next month to activate. Of course I'll cancel all these "freebies" when time is up since I've been getting free BB and Redbox codes.

Keep the competition coming for NFLX
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  #113  
Old 07-26-2011, 06:37 AM
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Closed NFLX put to lock in the gain. Like CMG, it refuses to go down even the result is so bad

I have a feeling NFLX will beat next quarter given the guidance is so terrible. It must have taken a page from Apple

Next up, I'm considering a put for AMZN

Last edited by Griffoun; 07-26-2011 at 06:38 AM.
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  #114  
Old 07-26-2011, 07:30 AM
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Closed NFLX put to lock in the gain. Like CMG, it refuses to go down even the result is so bad

I have a feeling NFLX will beat next quarter given the guidance is so terrible. It must have taken a page from Apple

Next up, I'm considering a put for AMZN
Maybe I should get rid of my AMZN calls then
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  #115  
Old 07-26-2011, 08:10 AM
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Originally Posted by stylinexpat View Post
Maybe I should get rid of my AMZN calls then
BIDU's PEG is 1
NFLX's PEG is 2
AMZN's PEG is 3

So Amazon's gotta show some really nice numbers in order to justify the 90+ PE right now
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  #116  
Old 07-26-2011, 09:33 AM
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Can somebody explain to me what's going on with OCNFD...the research I have done has not yielded me any answers as to what (except for that merger) is making it have significant moves, or get an accurate read for the future???
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  #117  
Old 07-26-2011, 10:28 AM
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Quote:
Originally Posted by Griffoun View Post
BIDU's PEG is 1
NFLX's PEG is 2
AMZN's PEG is 3

So Amazon's gotta show some really nice numbers in order to justify the 90+ PE right now
OXY numbers were great and the shares are down


http://latimesblogs.latimes.com/mone...second-qu.html
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  #118  
Old 07-26-2011, 11:43 AM
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Can somebody explain to me what's going on with OCNFD...the research I have done has not yielded me any answers as to what (except for that merger) is making it have significant moves, or get an accurate read for the future???
What kind of research have you done?

Here's what you're looking for
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  #119  
Old 07-26-2011, 01:12 PM
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Originally Posted by Griffoun View Post
Closed NFLX put to lock in the gain. Like CMG, it refuses to go down even the result is so bad ..:
Wow!! You must be new at the NFLX game... did ya read the Press Release or listen to the conference call??

NFLX was on sale today... if you didn't buy in... you can always pay for more tomorrow...
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  #120  
Old 07-26-2011, 01:13 PM
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Originally Posted by Griffoun View Post
BIDU's PEG is 1
NFLX's PEG is 2
AMZN's PEG is 3

So Amazon's gotta show some really nice numbers in order to justify the 90+ PE right now
Winner keeps winning!!!

WooHoo!! PARTY time!!!
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  #121  
Old 07-26-2011, 01:58 PM
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AMZN and LVS did well so those calls should pay well tomorrow Just wish I had more of those calls. OXY needs an upgrade badly after today's drop.

http://www.zacks.com/stock/news/5774...Strong+Prices+
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  #122  
Old 07-26-2011, 02:44 PM
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Wow!! You must be new at the NFLX game... did ya read the Press Release or listen to the conference call??

NFLX was on sale today... if you didn't buy in... you can always pay for more tomorrow...
yes I'm new to the NFLX game as my first trade on NFLX is the put I bought at 300 and I closed it out at 255 first thing in the morning.

Not planning on buying anytime soon, at least not till before next Q's earning call. Like I've just said, I think they want to guide low so that they can beat easily. Sure, consider anything > 250 as a sale given it's still on the MA, but then anything less than 250 would be consider a clearence price

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Originally Posted by stylinexpat View Post
AMZN and LVS did well so those calls should pay well tomorrow Just wish I had more of those calls. OXY needs an upgrade badly after today's drop.

http://www.zacks.com/stock/news/5774...Strong+Prices+
My AMZN put order didn't get filled during the day, so I should feel good about it, eh?

The margin is going trending down even though revenue is going up. At such high PEG I'm not going to long AMZN.

Last edited by Griffoun; 07-26-2011 at 02:54 PM.
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  #123  
Old 07-26-2011, 03:18 PM
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Originally Posted by Griffoun View Post
...
The margin is going trending down even though revenue is going up. At such high PEG I'm not going to long AMZN...
It would appear the PEG of AMZN makes NFLX looks like a bargain..


Much like Google, AAPL and NFLX, Amazon.com has changed the landscape of consumer purchase. Game changers and market leaders deserve a premium over others.
I would not read too much into reduced margins. Different line of business has a different types of margin. If you insist on evaluating growth story and game changers with traditional PE(G) and don't like then... that is okay..Argue with it, debate about it.. but no need to put your money where your mouth is. Its just not worth it...
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  #124  
Old 07-27-2011, 06:19 AM
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Originally Posted by beewang View Post
It would appear the PEG of AMZN makes NFLX looks like a bargain..
Can't agrue with that...

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Originally Posted by beewang View Post
Much like Google, AAPL and NFLX, Amazon.com has changed the landscape of consumer purchase. Game changers and market leaders deserve a premium over others.
I would not read too much into reduced margins. Different line of business has a different types of margin. If you insist on evaluating growth story and game changers with traditional PE(G) and don't like then... that is okay.
The revenue can go through the roof, but at 2% margin you're still talking about some tiny EPS number, making the PE overvalued no matter how you look at it. Just wait till the economy catch another small cold and this company turns into loss within a blink of an eye.

Priceline however is much more reasonable valuation-wise if you want me to pick "Game changers and market leaders deserve a premium over others".

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Originally Posted by beewang View Post
but no need to put your money where your mouth is. Its just not worth it...
Argue with it, debate about it.. but no need to put your money where your mouth is. Its just not worth it...
But you're long on them, right?
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  #125  
Old 07-27-2011, 09:39 AM
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Remember that song...

Head, shoulder, knees and toes...

I hope not...
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