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[tagthatstock]

Pot 143.82

(twitter)

if you believe a chinese firm is going to bid $200+ for POT,, then NOW is the time to buy out of the money calls

i do think a chinese firm will offer $200+ for pot, so i bought 10dec175c at $0.57- theta is on my side not the put buyers side

Call Options Expire at close Friday, December 17, 2010
Strike Symbol Last Chg Bid Ask Vol Open Int
50.00 POT101218C00050000 40.00 0.00 92.05 96.40 1 10
55.00 POT101218C00055000 89.80 0.00 87.00 91.40 1 10
60.00 POT101218C00060000 86.70 0.00 82.10 86.45 1 27
65.00 POT101218C00065000 22.91 0.00 77.20 81.45 10 20
70.00 POT101218C00070000 78.20 0.00 72.20 76.45 1 54
75.00 POT101218C00075000 75.00 0.00 67.00 71.50 1 28
80.00 POT101218C00080000 68.30 0.00 62.40 66.55 2 176
85.00 POT101218C00085000 60.50 0.00 58.20 61.20 1 186
90.00 POT101218C00090000 53.30 2.70 53.30 56.30 1 528
95.00 POT101218C00095000 50.00 0.00 48.35 50.00 1 320
100.00 POT101218C00100000 47.50 0.00 43.50 46.50 10 702
105.00 POT101218C00105000 42.54 0.00 38.65 41.65 5 827
110.00 POT101218C00110000 35.00 0.75 34.40 35.35 4 961
115.00 POT101218C00115000 33.00 0.00 29.25 32.15 1 3,122
120.00 POT101218C00120000 27.00 0.00 25.10 26.40 21 2,099
125.00 POT101218C00125000 23.70 0.00 20.90 21.75 2 2,377
130.00 POT101218C00130000 17.49 2.56 16.95 17.65 3 4,505
135.00 POT101218C00135000 13.47 1.63 13.20 13.70 2 8,359
140.00 POT101218C00140000 10.30 0.80 9.85 10.20 2 2,820
145.00 POT101218C00145000 7.25 0.60 7.05 7.35 27 12,170
150.00 POT101218C00150000 4.85 0.45 4.65 4.85 33 17,034
155.00 POT101218C00155000 3.07 0.42 3.00 3.20 19 19,006
160.00 POT101218C00160000 2.06 0.04 1.67 1.96 15 21,875
165.00 POT101218C00165000 1.35 0.00 0.95 1.26 1,089 23,430
170.00 POT101218C00170000 0.73 0.02 0.60 0.86 5 10,785
175.00 POT101218C00175000 0.58 0.00 0.35 0.57 2 5,348 -i bought .57
180.00 POT101218C00180000 0.36 0.00 0.25 0.39 26 2,979
185.00 POT101218C00185000 0.21 0.00 0.14 0.29 10 2,540
190.00 POT101218C00190000 0.28 0.00 N/A 0.24 5 39
200.00 POT101218C00200000 0.25 0.00 N/A 0.19 10 339

[tagthatstock]

bmy 27.14

not liking the chart alot,, but i think it may be a bear trap,, the stock is a better deal than PG,, basically you can buy 2 bmy instead of 1 pg and get a higher divy.

so i bought the nov30c for .07

[tagthatstock]

22.73 chk ,, bought chk jan30c at .10

eca is popping up hard, chk is worth more

[tagthatstock]

CREE 52.97 ,buy the dip

bought CREE 48.92 oct57.50c at .47,, im sticking with this play,, energy and high beta plays for oct calendar flip to october

b cree nov57.50c @2.50 + nov65c @ .80avg

[tiedyed1]

CREE dip.

Big dip. Just added another 100 sh at 47.90
Hope 5 pm conference call picks them up!

[smaskell]

Big dip. Just added another 100 sh at 47.90
Hope 5 pm conference call picks them up!

47.90? Who's your broker? I showed a low of 51.60 (and that was in the last couple of minutes). How did you manage that?

[tiedyed1]

After Hours yesterday 16:19:41 10/19/10 was when I picked up 100 shares at 47.90. The particular account was with TD Ameritrade.
This morning before the open CREE is right now a little lower.
Some articles citing the need to hold 47.30.

[mrmarket]

After Hours yesterday 16:19:41 10/19/10 was when I picked up 100 shares at 47.90. The particular account was with TD Ameritrade.
This morning before the open CREE is right now a little lower.
Some articles citing the need to hold 47.30.

CREE revenue growth looks great..interesting why stock has not picked up on that.

[Strielm]

thank you

normally i like further out options,, but i noticed i was often mis matching the beta stocks to low beta stocks. so you aim tighter and a bit higher with high betas.

high betas can pop at the end of any 'calendar' event.

new month
new quarter
opex

you get the idea.

now going into the winter 'energy and retailers' tend to be a strong sector (holidays) you know,, get in the car and go shopping.

cree is an energy stock,, LED lights
(side note, i was pounding the table on CREE at $32 while cnbs was pumping INTC at 19,, intc is basically the same price and CREE gave longs the rewards.. for a reason,,

INTC is sorta like a real fat old lady,, she dated cnbc back in 1990-2000,,, then she gained alot of weight..
Shares Outstanding5: 5.57B
Float: 5.57B

but CREE is a slim sexy chick weighing in at
Shares Outstanding5: 108.06M
Float: 103.36M


now every few months cnbc likes to trot INTC out and spin her around and tell you just how beautiful she is and how you must want her so badly. meanwhile dozens of insurance/hedgers/traders get all excited,, because they were the original investors of intc,, so they are sitting on a ton of stock,, never buying,, heck no,, they rent the fat lady out by getting everyone excited so they can flood the markets with covered calls.. they dont even care if they accidently misprice the calls because you can always rebuy the stock in some blood bath down the road. (ditto ibm)

so why is it with intc trading millions of shares a day,, the fat chick cant climb up hill? ,,, well have you ever thought about the energy it takes to put a fat chick in a shopping cart,, then push her up a hill????? ,,,,,,,,meantime,, CREE is lean,, and not as advertised as intc...............

now i took you 'off track',,,,,,,,lets return to CREE.. why do i like it so much..

picture in your head las vegas and hong kong at night,,,,,,,,,,all that glitters is gold,, lotsa sparkly lights.


china is starving for energy,,we are starving for energy (sort of,, we do have tons of natgas we aint using).........anyway,,,,,,,,,,,i figure somebody is gonna say,, you know,, we need that cree to replace all those light fixtures.

SI is a perfect match for CREE. or (should i say it) some oil company.

LED lights save more energy and brightness level is high too.