Share tips thread

[shopper150]

LNKD down 28%!
Made a bit shorting that.
It's been a great week.

[twinturboz]

It's DATA you wanted to be short on

[shopper150]

twinturboz said:

It's DATA you wanted to be short on

Yes. But 1) I'd never seen the stock until today. 2) IG doesn't allow after hours trading on that!
Carnage!

[Burwood]

Jeez, that's a wallop. Note that one down for next earnings, shopper

[Output Flange]

Why is Glencore up 20p in a week?

[Charlie1986]

Output Flange said:

Why is Glencore up 20p in a week?

Genel went from 99p when I bought and now sits at 120 today in 2 days

So another thanks to R8Steve some virtual pints for you

[twinturboz]

Commodities on the whole are acting a bit better, will be one to watch some of them are setting up interesting patterns.

[R8Steve]

Charlie1986 said:

Genel went from 99p when I bought and now sits at 120 today in 2 days

So another thanks to R8Steve some virtual pints for you

No problem, glad it was of use to you. Did you pick up any Tullow as well?

[shopper150]

Burwood said:

Jeez, that's a wallop. Note that one down for next earnings, shopper

Noted!

[Charlie1986]

R8Steve said:

No problem, glad it was of use to you. Did you pick up any Tullow as well?

Yes pick some up when I cashed my TSCO out when it hit 173 on Monday. Just need OLM to start picking up but may have to take a loss and move on if it carries on like it is.

[twinturboz]

LNKD getting the DATA treatment. Goog earnings move all erased and looks like sub $700 coming what a tough market.

LNKD and DATA goes to show why you don't keep positions into earnings. It's a total crapshoot.

Unless your playing with options, how do you define your risk into earnings.

Edited by twinturboz on Friday 5th February 15:13

[shopper150]

twinturboz said:

LNKD getting the DATA treatment. Goog earnings move all erased and looks like sub $700 coming what a tough market.

LNKD and DATA goes to show why you don't keep positions into earnings. It's a total crapshoot.

Unless your playing with options, how do you define your risk into earnings.

Edited by twinturboz on Friday 5th February 15:13

LNKD 40% down is pretty amazing. Looks like all the tech stocks are going to get revalued. Might be worth trying to identify some other highly valued stocks to short.

[DonkeyApple]

shopper150 said:

twinturboz said:

LNKD getting the DATA treatment. Goog earnings move all erased and looks like sub $700 coming what a tough market.

LNKD and DATA goes to show why you don't keep positions into earnings. It's a total crapshoot.

Unless your playing with options, how do you define your risk into earnings.

Edited by twinturboz on Friday 5th February 15:13

LNKD 40% down is pretty amazing. Looks like all the tech stocks are going to get revalued. Might be worth trying to identify some other highly valued stocks to short.

Maybe it's the start of a clarification of which of the new social stocks have the products to go the distance.

I know very little about any of these companies beyond the basics but I can't see how LinkedIn has any real value. It's a Straight Edge dating site. Twitter srems to be a mechanism to tell stupid people with ADD stupid things and seems to be fading as an information tool.

Maybe 2016 will be when these types of stocks migrate out of 'startup' phase or do a MySpace?

[twinturboz]

Horrible looking bear flag in the SPX, if this doesn't reverse today, next week is going to be ugly.
Good chance we test or take out the Jan lows, target would be 1750 so about another 7% downside from here.

There is one bright spot Gpro up 6%

A $10k put option in Lnkd 130 taken yesterday would be worth $16million today. Up 162,900%

Edited by twinturboz on Friday 5th February 20:54

[Burwood]

Just had a look at linkedin. It's worth zero. Literally. Short at will. Do your own DD. I honestly see it at 10 bucks before years end. No prospect of profit.

[DonkeyApple]

Burwood said:

Just had a look at linkedin. It's worth zero. Literally. Short at will. Do your own DD. I honestly see it at 10 bucks before years end. No prospect of profit.

My understanding is that they are really just a lead generator for IT recruitment. I can't believe anyone really pays for premium access outside of HR oddballs and I can't see the ad space being that valuable.

As I said, I don't know anything about them beyond using it the same as everyone else but I can't see why they would have a big premium.

[dingg]

Linkedin

new idiot HR manager (young inexperienced lady) tends to use it for seeking out new recruits - we're getting some rubbish employees, but they're really good at this networking lark and err facebook , twitter etc.

(Grumpy old man signing out!)

[shopper150]

Looks like US markets are going to open significantly lower today.

TwinTurboz - Amazon beginning with a 4!

[twinturboz]

shopper150 said:

Looks like US markets are going to open significantly lower today.

TwinTurboz - Amazon beginning with a 4!

Bailed on it Friday, so this downward follow through in the whole market isn't surprising based on Friday's action.

Unless 1872 is retaken sharpish on SPX then we're def open to testing the Jan lows and if need be the pattern is there to tigger another 7% or so
downside from Friday.

So while FANG got smashed Friday I'm stalking reentries in them, just my feeling if the market stabilises then these will be the first to bounce hard.

What's surprised me the most is the sudden flight to safety in Gold. A total change from 2015. Even now overbought but still going up.

Should add, that if the market continues to move lower FANG is going to get ripped apart. The've come a long long way in 2015 so have a huge amount of downside still to come if things really get ugly.

Edited by twinturboz on Monday 8th February 13:02

[R8Steve]

twinturboz said:

What's surprised me the most is the sudden flight to safety in Gold. A total change from 2015. Even now overbought but still going up.

I had called a sharp rise in gold in another thread recently in response to a question from Oakey and was quickly told that this was rubbish by someone i assume was in the industry and that it would drop at least $300. I remained long from $1070 although did close that contract and reopen at a reduced amount just over $1100.