Beanieville: Outlook for CSIQ is so bright my eyes are hurtin!
beanieville
· 2 years ago
Well, looks like STP will lead the solars today.
troyhouse
· 2 years ago
[DRYS] Yesterday 08:26am DryShips, Inc Hearing Jefferies makes positive comments; says shares are "extremely oversold"
fortune8
· 2 years ago
dam Z!
Are you seeing this?
CCJ and ITRI is crazy.
We were a bit early.
I guess better early than having the UPL pulled out under you.
beanieville
· 2 years ago
oh, Scibby shorting CSIQ. Wow.
beanieville
· 2 years ago
You might want to grab some PEIX for the longer term .
7.7
fortune8
· 2 years ago
Compare solars with DRYS and tell me where you are geting your money's worth.
Don't get tunnel vision.
zstock
· 2 years ago
im buyin MTL,pcu,rio,tie,mt,uAUA,DAL,SNP,CEO,PBR,PCU ..or at least keeping them on the watchlists zstock: and USO at 69
zstock
· 2 years ago
zstock: MOO getting hurt by CAT downgrade zstock: which is hurting DE zstock: but DE is coming to a buy signal zstock: 50 day = 78.9 on DE zstock: that's the buy signal for MOO zstock: bb13 is 50.0 zstock: and the 50 is 49.5 zstock: so that's it zstock: 49.5 or 50 and if MOO holds at 49/50...Its going to beat PBW...and Beannie is going to lose ground on his latte bet with Fortune 8.... zee I rest my case.....but I'll be back.
NEW YORK--Ludlow China updates its research opinion on LDK Solar (NYSE:LDK), a Chinese manufacture of solar polysilicon wafers, maintains its B- rating on the company. raises 2008 price target to $90 to $100 per share.
beanieville
· 2 years ago
Just by looking at the technicals alone, i think there is a possibility LDK could do a JASO, taking it down to the 50dayMA of around 45.
I'll have to see the tape tomorrow morning.
beanieville
· 2 years ago
Had it gapped up big after earnings, things may have been different in the sense LDK gets to consolidate from a higher level. Such is not the case. So i'll be looking to short the stock if it looks like it's not gonna trade green tomorrow.
zstock
· 2 years ago
DIA,SPX,XMI,MNX,IVV All have my classic 3 day corkscrew buy signal.....that’s all the corkscrew i can get on AAPL..so this might be a tell, tell sign...for tomorrow....which i think is probably an UP day... IWV...showing the classic 3 day corkscrew...buy signal...I hope this breaks to the upside..and soon...
zstock
· 2 years ago
Here’s the thing.... If these indexes don’t break to the upside, then the MACD and SLOW sto and W% all indicate a long cold Winter lies ahead....and no- one really wants that...
IWM has some resistance at 76.3..so i hope IWM can clear that hurdle...
zstock
· 2 years ago
DXD ..ultra short the DOW...well well...the MACD just crossed into positive territory...which is like poison..if you are short the DOW.....Or could be the starting signal for DXD wins, and market is in for a long cold winter.... EFA has the classic down ..up..down...BUY SIGNAL.... FXI might lag behind for a while...LDK might hit China tonight... QID still has room to the upside...44 = 200 day...( QID = qqqq short sell)..however, If QID falls below 38.6..there’s no real support until retest of lows at 33.80....
zstock
· 2 years ago
QLD..just keeps on staying above the 200 day...at 97.3...that’s VERY BULLISH.... QQQQ ...corkscrew...3 day consolidating pattern...mostly that is bullish...The SLOW sto and W% are in extreme BUY SIGNAL MODE.... TWM...ah yes the TWM ulta short IWM....IT’S A FALLING KNIFE.....and I’m looking at the first two days of a falling knife....It must crack below 70.4...to stay a falling knife.... XLF...corkscrew /consolidating pattern...those are mostly bullish....and even if XLF goes down..from the classic 3 day corkscrew...the effect only lasts one day...usually...
zstock
· 2 years ago
oh man .. I loaded the comments in backwards.... start with the DIA,SPX,XMI comment first and read up from there... zee
zstock
· 2 years ago
hey docqb did you notice?
someone keeps subtracting my comment points.... they start out at one and now they are at zero.... man when i find out who it is...I'm going to annahilate them.... mess with the best...die like the rest....
Docqb
· 2 years ago
Z,
Dang man..... didn't notice, but I'll start watchin....hoodlums.... lol
zstock
· 2 years ago
I bet it's Tim Knight.....TK... hahahahahaaaaaaa zee
zstock
· 2 years ago
well if these after hours numbers hold up on LDK at opening bell...tomorrow.. it's looking like straddle DEC might be around 65% thru 130% profit... zee i wonder if the rest of the solar's will take a hit?
zstock
· 2 years ago
LDK dec 60 put might go to $5/.00 / $7.00 and the DEC 80 call might get 0.60 out of 2.25 in..
zstock
· 2 years ago
LDK might even only need a $5 move to make 10%.... but a $2 move...and that will lose on both sides... but how in the heck is LDK only going to move $2...on earnings? hahhahahahahaaaaaaaaa zee
zstock
· 2 years ago
LDK may get punished on 0.37 in line quarterly report...but on Revenues up 240%...that’s double what the street was expecting.....SO..LDK target price $100 is still intact......just don’t know when it gets there....... Zee
zstock
· 2 years ago
ATI...titatium .. i can see the short term target of 92 to 97 / 99 its at 85 now...it could be pre- corkscrew pattern...meaning gaps up to 92 then down to 89..stays at 89 5 days then bam...takes off to 97 / 99 BUYING the JAN 80 thru 90 calls
fortune8
· 2 years ago
If LDK drops, sell the PUT and try to get the best value. Keep the CALL since it may bounce and then sell the bounce. And vice versa.
zstock
· 2 years ago
LDK straddle = DEC 80 CALL AND DEC 60 PUT... $10 MOVE = 100% GAIN...
fortune8
· 2 years ago
Welcome aboard Z!
fortune8
· 2 years ago
BUY when there are SELLERS
SELL when there are BUYERS.
It cannot get any simpler than that.
fortune8
· 2 years ago
CSIQ closed @ 26.8 - price target of $75 by end of March 2008.
I seriously doubt that.
Docqb
· 2 years ago
Fortune,
How ya like the pic of the car ?
fortune8
· 2 years ago
Nice!
Is that a Hyundai you are advertising?
zstock
· 2 years ago
UNP isn’t getting back to 137, because they report higher fuel costs, cutting into bottom line...so my best guestimate is ...the next high will be 126 or 130...and the buy signal might be the 200 day = 115 or 100 day = 118... But BNI at 80 double bottom...might be a good spot to own some of that..
CCJ ROCKS..!!!>>> WILL HOLD TILL $40 OR $45 OR $54 hahahahaahaahaaaa zee
zstock
· 2 years ago
AMGN... It's true...i'm back in 45 and 47.5 calls 47.5 at 1.64 this is a must buy ahead of GDP report probably and because BBH in the 160 range...which is like a 5 times bottom support number or some such zee
beanieville
· 2 years ago
goodbye solar bears!
beanieville
· 2 years ago
STP just busted out.
FSLR about to.
whoo wheeeeeee
zstock
· 2 years ago
F8 ITRI 90 calls JAN volume spike ...700%....= HOT... also JAN 75...buy that one on the dips...That thing is really moving on delta...
zstock
· 2 years ago
CAL, UAUA on sale , pre- holiday...and post holiday will be much higher... and GDP numbers should lift them tomorrow,,,, but who cares...ALWAYS buy airlines pre-holiday and sell...POST- holiday at much higher prices... Thanksgiving, none of you dipped your feet...but I imagine most of my daily readers (250 a day) bought all the airline they could, when I showed the buy signal at the blog...!!!...!!! zee
fortune8
· 2 years ago
Z,
I saw that. It's about time we get paid for the hard work.
beanieville
· 2 years ago
Some of you have been scared out of FSLR by the infamous Tellurium Boy, who, by the way, loss exactly 100% on his short. (Short at 100 + short at 150 = 125. He had to cover at 250.)
Don't let Scibby scare you out of playing CSIQ or any solars. I don't know why he's calling CSIQ a scam.
beanieville
· 2 years ago
anon,
It was a quickie short on SPWR, that i could hardly remember about shorting. lol
beanieville
· 2 years ago
CSIQ is so freakin cheap even Kmart looks expensive!
beanieville
· 2 years ago
If Scibby my man doesn't get out of CSIQ near breakeven now, he may never be able to get out?
Jason
· 2 years ago
SU and ARUN-
GTOP has said results are due out before the end of the year. Teh volume on GTOp has exploded over the last 2 weeks. It is a 50/50 crapshoot but the risk/reward seems to be worth the gamble. The drug, if results are good, is a multi billion $ a year drug and I can see GTOP being bought out by any of the big name pharma companies. If the drug fails, then GTOP is done because they are 1 trick pony and this is all they got in teh pipeline for several years.
fortune8
· 2 years ago
What rocket launch?
You are too funny!
This is becoming yhoo forum with posters touting their stocks.
Scibby is going to come back and beat up on you again.
I think touting is a sign of fear and desperation.
How often do you see a Porsche versus Hyundai commercial?
beanieville
· 2 years ago
Watch LDK carefully towards the close. If earnings leaked, it should spike.
fortune8
· 2 years ago
You can thank me by raising my points, for what ever it is worth.
May be I can use that to gamble with.
:=)
troyhouse
· 2 years ago
To all STP lovers, it was just mentioned on CNBC.
beanieville
· 2 years ago
Solar shorts just don't get it. Nothing can stop CSIQ or any of its peers!
beanieville
· 2 years ago
newb,
i rather you use some of the cash to buy STP, then to gamble on LDK earnings. STP is certainty. A double this time next year.
beanieville
· 2 years ago
LDK : i can't imagine it won't blow away the earnings. After that debacle i'm sure it wants to come back with a vengeance.
we need to close strong today then santa might just come
mixleplex
· 2 years ago
Regardless of what's brewing with CSIQ, it is a very cheap stock considering the growth rate and profitability next year.
fortune8
· 2 years ago
ski,
order is already in for a 3.33 net debit, just waiting to see if it execute.
beanieville
· 2 years ago
buy all dips on LDK, for a daytrade.
fortune8
· 2 years ago
BUY RIO under 32
troyhouse
· 2 years ago
Why is CSIQ on fire... planning to add more little later today...!!
troyhouse
· 2 years ago
troutslanding
I am holding and probably buy more on the dip. read my earlier post, LDK earnings will be blow out....
zstock
· 2 years ago
F8 i read your straddle play on LDK...and I don't have enough experience to know if that will work or not. zee
fortune8
· 2 years ago
BUY LDK JAN 100 CALLS and LDK 40 PUTS
This is based on the huge volatility.
When LDK reports, it either run/drop HUGE.
Either way, you have a chance to take profit on one leg.
zstock
· 2 years ago
i'll buy that STP 108 target price...cause gowth % value is 104....so STP has the EPS to get there ( 108).......it also has the EPS to get to $117....but i"ll wait till some - one makes it official..... zee
fortune8
· 2 years ago
Bet me a latte and make it official then.
:=)
STP makes new high by year end and you can sell it at any time.
troyhouse
· 2 years ago
Also,
Solar Stocks: Lehman Ups Targets On WFR, JASO, STP Posted by Eric Savitz
Lehman analysts Vishal Shah and Tim Luke today raised their target prices on the solar stocks MEMC Electronic Materials (WFR), JA Solar (JASO) and Suntech Power (STP).
beanieville
· 2 years ago
Stocks like EMKR and CSIQ has potential for a quick double. You can hold longer and sell 1/2 at double.
Docqb
· 2 years ago
An old Gene Inger trick eh ?
fortune8
· 2 years ago
I am looking for STP to gap up.
I gave you buy signal at 78, weren't you paying attention?
zstock
· 2 years ago
ok so i was going to buy NIHD,,,( brazilian wireless) and then f8 said he was buying CHL..( Chinese telecom) and then i got to thinking...since i'm already buying NIHD..it has a great buy signal..( so does VIP and MBT, but that's another story).... then i thought ...well if i'm buying NIHD..which I know is at the bottom...I might as well BUY CHL...TOO...cause they are both companies in HOT countries.... zee
fortune8
· 2 years ago
If you don't know what BRIC is, then buy me a point and I will tell you.
LDK guided 3Q and 4Q07 revenues higher LDK, on 9 October, guided that it shipped 75MW in Q307 and revenues would be US$140-150m. And on 15 November, it guided that its Q407 shipment would be between 82MW to 88MW and revenues would be US$165-170m. This would mean 236-242MW in shipment and US$478-493m in revenues for 2007. The 2007 shipment guidance is 5-8% more than our forecast while revenue guidance would be similar to our top-end forecast. We believe there is upside to the company’s guidance on revenues.
Docqb
· 2 years ago
Troy,
Great stuff.... keep it comin
troyhouse
· 2 years ago
This could be the reason for YGE going up today:
BAODING, Dec 17, 2007 (SinoCast via COMTEX News Network) -- China's leading photovoltaic product manufacturer Yingli Group kicked off the construction of 400MW-polysilicon cell plant, which is built by its two arms Yiling Green Energy Holding Co., Ltd. (NYSE:YGE) and Yiling Energy (China).
The new project, involves total investment of CNY 2.8 billion, will enable Yingli Group to have the world's most advanced solar cell production line. After it completes construction in March 2009, the project is estimated to generate production value of CNY 10.08 billion, and profits of CNY 4.03 billion.
Notably, New York-listed Yingli Green Energy has finished the three phases of construction by June 2007 and now has annual production capacity of polysilicon ingots, wafers, PV cells and PV modules of 200MW each.
Headed in Baoding, Hebei Province in Northern China, Yingli Group is a fast-growing group extending reaches into various fields. Given the solar photovoltaic sector is an emerging industry around the world, the group has spent huge money and effort building up a complete industrial chain to be a front-runner in China.
troyhouse
· 2 years ago
I am going to buy more CSIQ, EMKR, LDK & YGE tomorrow...!!
beanieville
· 2 years ago
EMKR gapping nicely. $20 in the making.
fortune8
· 2 years ago
docqb
Virtual profit works great in virtual reality.
Docqb
· 2 years ago
oh, ya like that virtual bank statement I got the other day......... and the ridiculus high virtual taxes I pay....... lol
troyhouse
· 2 years ago
any updates from LDC Conference call.. was it any good?
fortune8
· 2 years ago
i confess. I work for TK.
hehe
lisa
· 2 years ago
Stay cool on your seat. LDK will be back up atfer CC. 5 new contracts will be released.
troyhouse
· 2 years ago
[Upgrade!] "Going forward into 2008, Ludlow China sees aggressive growth for LDK Solar as the company is positioned well in the Chinese polysilicon market, and still maintains the company on our clients recommended list.
Ludlow China is maintaining LDK Solar's (LDK) equity rating of B-, and raises the company 2008 price target to $90 to $100 a share."
Docqb
· 2 years ago
Virtual profit ? Never seen that animal.........
Docqb
· 2 years ago
Fortune,
Does virtual profit work in those new snack machines that use the retina scan ? think i read something about that somewhere......
zstock
· 2 years ago
beannie must be making a fortune..playing LDK in after hours..... zee $1,000 every 5 minutes...
arun21
· 2 years ago
Rest of the solars are holding up just fine. Just the overall market that decided to jab LDK a little bit.
troyhouse
· 2 years ago
They are surely trying to keep LDK down before the CC...
fortune8
· 2 years ago
scibby,
No excitement here. Just containment.
BUY when there are SELLERS
SELL when there are BUYERS.
It cannot get any simpler than that.
troyhouse
· 2 years ago
Wish everyone could implement that strategy ...
zstock
· 2 years ago
DAN on the charts LDK price at 75.6 the DEC 80 call is $4.00 And at $60 price the LDK DEC 60 PUT is $7.00 So either way...both price directions return over 100%...
zstock
· 2 years ago
LISA, I'm so glad you did your homework on solar companies...anybody that disses you...should think twice about it....I think you are an expert..( on the facts)... zee
lisa
· 2 years ago
Thank you. zstock.
zstock
· 2 years ago
dan i bought DEC DEC DEC DEC DEC DEC DEC TOTAL COST $375 GET WITH THE program.... zee
zstock
· 2 years ago
you can do F8's straddle or you can really play the speculation and play mine... you only have 7 minutes to decide.... if you think LDK moves $10...play mine....but if LDK only moves $5...then i can't help you.... it'll be break even...
zstock
· 2 years ago
oh man i sold the DEC 60 puts for 100% profit and moved into DEC 55 PUTS... zee
fortune8
· 2 years ago
Z,
You owe me a latte for that :=)
troyhouse
· 2 years ago
Beanie, what happened with LDK... any news/feedback?
troyhouse
· 2 years ago
LDK Solar Co LTD ADR Reminder: Expected to report Q3 after the close, not on today's earnings sheet - consensus estimates are for sales of $143.2M and earnings of $0.37
zstock
· 2 years ago
KR DRYS is ok...... it's down in smpathy to UNP earnings outlook..( which was meaningless in my opinion)...just a way to for me to get back into UNP....) .that hurt the entire IYT sector.....
DRYS and EXM had a clear buy signal.....so just be patient... zee and GDP report might make DRYS gap up $15 tomorrow....just have to wait and see...
zstock
· 2 years ago
so F8 i still have DEC 80 calls on LDK and now i have DEC 55 PUTS....i hope i made the right move? on those DEC 55 puts...just didn't have time to calculate anything..... I think it's what marketers call...impulse buying..... zee
fortune8
· 2 years ago
That's tight because you only have 2 days.
But you have to play fast because if LDK swings big, the you will make out like a bandit.
Ideally for me is that LDK drops HUGE on selling and I take profit on the PUTS.
Hold the CALLS for a January bounce since I still have 32 days out.
Docqb
· 2 years ago
LDK getting bought back up...... interesting
Docqb
· 2 years ago
Fortune, Nice play, kinda like a collar eh ? lol
Docqb
· 2 years ago
Did anyone else buy more LDK ?
Docqb
· 2 years ago
Watching FSLR go quietly through the roof
zstock
· 2 years ago
F8 what do you think? LDK DEC 80 call and DEC 60 PUTS? isn't that a better straddle? for a $10 move....
zstock
· 2 years ago
here's one thing in LDK's favor.... X-mas rally already started.....I think we get all up days till end of year...!!!,...!!! It's just 101 economics, in my opinion....
Docqb
· 2 years ago
So, like what's going on with the mkts ?
zstock
· 2 years ago
UQQLX = Q4 DEC 50 CALLS...QQQQ...expires last day of DEC....these are new kind of options... If you think QQQQ will reach $53 by end of the year...(and i think they will) you can buy them for less than 0.89 and at QQQQ = 53 ..you get 3.00 = 300% gain...
fortune8
· 2 years ago
scibby
I am not short LDK.
I have out of the money straddle on LDK.
If LDK makes a huge swing either way, then I should be able to profit from it.
I have also sold some covered calls against my solar holdings to give me some added downside protection.
Unless solar really takes off by Friday, I just figure it as free money.
troyhouse
· 2 years ago
csiq to 30 very soon...!!
beanieville
· 2 years ago
Let's see if the bulls can ramp CSIQ like yesterday...
arun21
· 2 years ago
Jason, Is GTOP coming out with any data or phase trial results? Smells like a DNDN again.
beanieville
· 2 years ago
When stocks gap up like CSIQ, expect 80-90% of the times traders will take profits on the spike. They'll wait till the break of the high of day before getting in. Otherwise, most times, they'll let the stock consolidate.
(Waxie's Secret Rules. You better learn it!)
Romaitas
· 2 years ago
waiting for CSIQ to drop below 25 then i'm in... this sucker will hit 30 by january
troyhouse
· 2 years ago
Beanie, any updates on CSIQ....!!
troyhouse
· 2 years ago
beanie, define LDK dip, at what price...!!
troyhouse
· 2 years ago
Is is SOLF's day today... up 8%
troyhouse
· 2 years ago
CSIQ & LDK rumors:
There's a rumor that LDK has signed another 10-yr Bil-$ deal. Probably with CSIQ, since CSIQ CEO visited LDK and XinYu government in Nov 11. CSIQ went up 27% yesterday, w pending news after market close Wed
troyhouse
· 2 years ago
well added LDK at 69.xx
beanieville
· 2 years ago
time to buy LDK again!
69
beanieville
· 2 years ago
CSIQ is just fine. Just a little consolidation before it rockets again.
Docqb
· 2 years ago
Man, ya'll must live on the west coast......too late here
fortune8
· 2 years ago
This should wake you up docqb.
Chinese stocks lead gains
Hong Kong, Shanghai and Taiwan post strong advances as Japan,
Yup, if you read down, earlier I said, Hang Seng, Nikkei are up, wonder where Z and Fortune are ? lol
Docqb
· 2 years ago
Fortune,
I'll bet u 10 of my points on whatever........ lol
Docqb
· 2 years ago
I'm out, 1pm here, early clinic
Docqb
· 2 years ago
Fortune, Z check yer point bags......
Docqb
· 2 years ago
Hang Seng up, Nikkei up, wonder where Z and Fortune are ?
fortune8
· 2 years ago
Working! Working! Working!
troyhouse
· 2 years ago
Maybe it is time to buy STP, read below:
Jefferies is positive on the Solar space this AM saying they believe that Suntech (NYSE:STP) is well positioned to rapidly accelerate cell and module production. Suntech recently announced a bolt to 1 GW of capacity by the end of 2008, two years ahead of plan. Over the next two years, the firm sees the company's cost structure benefiting from the introduction of higher efficiency solar cells, a transition to lower cost wafers through longer-term contracts, and declining market prices (particularly in 2009). Moreover, this could allow STP to absorb rapid module price declines while still maintaining margins—a scenario they have built into their forecast and EPS estimates for 2009.
Suntech has approximately $588 million in cash and positive operating cash flow, as well as very low capex costs per watt and a solid history of ramping production well ahead of expectations. Improved polysilicon supply relationships have muted concerns about raw material requirements somewhat.
They believe that investors may narrow the trading-multiple discount STP receives (25x) compared with SunPower Corporation (SPWR, Buy) (39x) on 2009 Street estimates, given Suntech's similar earnings growth pattern and declining risk profile as it relates to silicon as well as recognition of its potential to maintain margins in a declining price environment. STP's new price target is $108 vs $76 earlier.
Notablecalls: Note that Jeffco is also upping their rating on Sunpower (SPWR) to a Buy from Hold with a $170 target (vs $125). They may serve as a ultra short-term catalyst for the group, including STP. Please note that Jeffco has factored a 15% ASP decline for cells and modules in FY2009 and FY2010 into their estimates. Yet, they remain bullish on the space.
Romaitas
· 2 years ago
Beanie what do you think LDK play should be for tomorrow. I'm not in right now. Does this have potential to go to 80 this week in your opinion?
Docqb
· 2 years ago
Beanie, I'd rather be lucky than good......bought a bunch at close... ya know, I'm just gonna stop thinkin and using all my experience and just do what ya say..... but let's not be walkin off any cliffs ok ? lol
beanieville
· 2 years ago
Hopefully we won't. But if we do, you know i'm usually the first one out, right? jk
Docqb
· 2 years ago
okie dokie, I'll bring a parachute just in case
Docqb
· 2 years ago
Beanie, Does this disqus refresh automatically ?
beanieville
· 2 years ago
unfortunately it doesnt.
Docqb
· 2 years ago
k, thanks, btw, guess everyone likes the car, my points went way up... mayber TK should post a car and be nicer..... lol
stocksshah
· 2 years ago
Beanie, great work. Hope to add CSIQ to my Strategy Lab Open portfolio.
Van G
· 2 years ago
f8:
iw will take a minor miracle for LDK to hit either its 50 or 200dma's
i've been waiting for SPWR to hit its 50dma for weeks now with a GTC limit order
barring a larger market-wide correction, those DMA's will not hit
Docqb
· 2 years ago
Beanie, oh yeah, i forgot, the macs and the iphone, automatically tell me to update to the new software. one of the coolest things was the recent itunes applet on the iphone..
Van_G
· 2 years ago
beanie -
i made a BAD mistake.....i BOUGHT ldk shares AH around $63
should i sell PM & try to get in with a short if the trading looks bad?
beanieville
· 2 years ago
yeah that's what i would do...but be careful.... watch the tape and be quick. With JASO they gapped the pig up and then sliced it.
It's gonna be volatile both ways is all i can say right now.
Docqb
· 2 years ago
Beanie, did ya check the apple tv and the router like i mentioned ?
beanieville
· 2 years ago
I didn't check either of the two. The wife was shopping and so i was hanging out at Apple's for a short period. Was just internet surfing and latte sipping. Makes me feel like i want another computer. I like their large screens (27"?) for their esthetics. It probably costs twice as much as Dell's. I like beautiful and quality products but i'm also a spendthrift. Decisions.. Decisions. lol
Docqb
· 2 years ago
I got 2 of their 24" screens w/dual 2.8 gig, w/1 terra hd, and a macbook pro to tote around, the router runs on a nano byte scale, w a high speed usb port on the back for a i/o. I put a 1 terra hd on it for back up, thing works better than a server, fast !!!!! I run parallels , which is better than bootcamp and it literally runs my windows stuff better than my toshiba or sony. Runs mac and OS in the background, lightening fast (virtualization). and the iphoto, ilife and iworks are ridiculus. On the new iphoto, move the cursor over the thumbnail pic and it flips through the pics.........no kidding !! and I know this might sound like a commercial (i wish i was getting a commish) but i have had the blackberry, motorola q and my iphone tears em all up !!!
beanieville
· 2 years ago
now that just flew right over my head. lol
fortune8
· 2 years ago
LDK 50-Day Moving Average3: 41.26 200-Day Moving Average3: 42.47
I will settle for that.
Docqb
· 2 years ago
Fortune.....da secret double agent..... gets all da hot girls...
Docqb
· 2 years ago
Fortune,
u need to get a cool pic for your name.....
ven88
· 2 years ago
whats wrong with LDK ? damn down to 61 !! should have put stop loss. dumbass !
Docqb
· 2 years ago
Take that TK..... don't be messin with ma homies..... we be callin u out in da hood !!!!
I gambled and played the long position with a DEC Call, crossing my fingers now that they will announce a new contract!
My STP play hanging in there or what? Typical option expiration behavior by STP
su
· 2 years ago
with ORCL solid resutls..NASDAQ futures up big..get into techs tomorrow..
looks like DRYS is getting some action after hours..
Z thanks for CCJ.
troutslanding
· 2 years ago
how will OE affect?
scibby
· 2 years ago
Johnny Appleseed
if u trade short or puts, or if you buy long or calls... whether its short or long term dated optiions it doesnt matter, it depends on the volatility and leverage ure willing to risk...
no greed involved, u win or u lose, thats it.
troyhouse
· 2 years ago
NEW YORK, Dec 19 (Reuters) - Solar wafer maker LDK Solar Co Ltd (LDK.N: Quote, Profile, Research) reported a more than eightfold increase in third-quarter profit on Wednesday, boosted by an expanded customer base and strong demand.
Net income jumped to $41.6 million, or 37 cents per diluted American Depository Share (ADS), from $5.0 million, or 4 cents per diluted ADS, for the third quarter of fiscal 2006.
The Jiangxi, China-based company earlier this week said an audit cleared it of allegations it had overstated its silicon inventories. (Reporting by Steve James; Editing by Jeffrey Benkoe)
beanie
· 2 years ago
Hey, i'm at the Apple Store checkin out LDK. Too bad i left my home office 45 minutes before the close. Well, you know the news leaked when the stock dropped near the close. Earnings were blockbuster, but Americans don't have much respect for most chinese companies. They're slapping it like they did with JASO. But in the end, everything will be A-ok. I think we can get a really nice daytrade on LDK tomorrow, just like we did with JASO.
btw, CSIQ trades really well today, considering it only give back 88 cents on volume bigger than yesterday's. I still think this stock is a great bargain. Of course it is short term overbought but i was hoping it would be even more overbought. Great for daytrading and a really good longer term hold.
See ya later, Beanie
Docqb
· 2 years ago
Beanie,
ur at my favorite store...... check out the apple tv and apple router that runs at nano, not giga......the apple computers at my offices run rings around my old sony and toshiba, actually my parallels program runs my windows apps faster than the windows based pc
Johnny Appleseed
· 2 years ago
scibby, you say below that you learned a HUGE lesson on crox earnings?
what was it? that you bet the wrong way?
that's not a lesson, that's a guess...
and here you are "guessing" again the other way with LDK...what lesson will you learn if the stock gaps up in the morning?
Please enlighten me, since I'm not seeing any lesson learned from crox if your right back here playing short-term options on a highly volatile stock during earnings...because, once again, it's just a guess. You were gloating bit earlier that you guessed right....
we'll see tomorrow....either way, I'd really like to hear about the lesson you learned from crox. TIA.
Johnny Appleseed
· 2 years ago
Beanie, please give me a store recon on the apple store, you're in palo Alto area, right??
I'm long 1,000 shares of apple and have 09/2010 call options, thanks in advance.
su
· 2 years ago
so experts out there help me with LDK earnings release? what exactly people didn't like about earnings?
scibby
· 2 years ago
Johnny Appleseed ...
look at crox and vdsi... same story there...
these conditions were present (like in LDK today)...
1) everyone was long on msg boads. 2) a short position was building up. 3) calls outnumbered puts by a ratio of 2-3 times at most levels (read Max Pain Theory). 4) stocks trading near 52week highs 5) huge expectatios to beat heavily. 6) market trend was down 7) stock trading at upper channel line or outside it (above!)
when u have these condtions in place you're a sure winner (like me).
scibby
· 2 years ago
another reason why you know how things are topping is this....
look at this blog... from 20 posts a day, to 200 post a day, everyone is so excited, everyone is so long and everyone is making virtual profits...
i remember a similar blog in 1999 during biotech era, it was called plaintrade.com this was a 3 month boom, where whatever this guy "steve" touted, went up... then all sort of biotech name which had nano, or bio started going up like crazy...
same is happening here... the end results was that this guy sold the website and stocks plummeted 80%+ some never to recover....
history repeats itself.
scibby
· 2 years ago
bought out of the money Dec puts on LDK to complement my CSIQ puts..... lets see
troyhouse
· 2 years ago
wow.... they are trying to bring LDK down....!! Manipulators...!!
su
· 2 years ago
will wait for the ER and jump in after after hours action
zstock
· 2 years ago
LDK dec 55's puts
su
· 2 years ago
whisper number for LDK? man watching news on my toes
su
· 2 years ago
LDK Solar ADS 3Q Sales $158.7M Vs $31.4M >LDK
37cVs 4C..
is that right?
su
· 2 years ago
LDK-- AH not good action...good earnings..street may be expecting more..
experts what's negative about LDK earnings?
ORCL rocking
scibby
· 2 years ago
you were warned!!!!
su
· 2 years ago
LDK --$58..i am sorry for the people who stuck..learned the lesson from CROX...never play earnings..
KR
· 2 years ago
Thanks Zzzz... You the Man.. If Drys goes up 15 in the next couple of days.. I will buy you a latte...
KR.......
su
· 2 years ago
Z/F8
Is DRYS good buy now? around $75
scibby
· 2 years ago
i lost $500 on crox earnigns... but that thought me a huge lesson... it was really worth it...
and i m profiteering on it today....
LDK was exactly a photocopy trade of CROX. good evening.
scibby
· 2 years ago
dec 80calls worthless...
dec 55 puts.. wil be worth a good $5 tmrw....
rmember crox went from 75 to 47 in first day.... and 2nd day to 43....
assume a similar trend (becuase it gets very delusional tmrw) and you should make some money on ur puts.
troutslanding
· 2 years ago
wow, it's climbing back fast!
Johnny Appleseed
· 2 years ago
I see LDK at $64 after hours...oops $65...I wouldn't count your chickens...ya know, before they hatch.
ski
· 2 years ago
the bid/ask is now over 65 from 50's.
troyhouse
· 2 years ago
Can you cover shorts AH?
Johnny Appleseed
· 2 years ago
oops $66...
I despise people who gloat afterhours...especially when it's re: puts or calls, lots can change before you can trade them again.
scibby,
what lesson did you learn with crox? crazy to play earings??? even CRAZIER to play options on earnings...if your long the stock and it drops, it can come back as long as the fundamentals haven't changed...if your long or short SHORT-TERM options, now, that's just plain greed my fiend--apeears you haven't learned much by your loss on crox earnings...jmho.
good luck
troutslanding
· 2 years ago
I actually think that it's going to rocket tomorrow. Particularly if they announce new contracts in the cc.
I think this move down is temporary.
PT
· 2 years ago
just shorted 5000 shares of SCI (SCIBBY)
ski
· 2 years ago
f8...This is my first straddle play.(LDK). If it flies after earnings, when ,if at all, would you sell the put? (and visa versa the call).
Null
· 2 years ago
Pls provide some details on the straddle play
Van_G
· 2 years ago
any news out on CSUN?
it's starting to rally hard
troyhouse
· 2 years ago
Why is LDK not moving up before earnings.. is this good or bad sign?
fortune8
· 2 years ago
I already played JAN.
This will give LDK the chance to rebound.
dfoxtrader
· 2 years ago
Z,
How do you make 100% on a $10 move? I calculate you break even on a $10 move.
dfoxtrader
· 2 years ago
if you want to play earnings, why not play Orcl? Very cheap Options
scibby
· 2 years ago
Just to clear it up, i dont say that CSIQ (the company) is a scam.
Maybe I did not write it correctly, what i really mean is that the way it is trading (the manipulators) are scamming you.
If you buy now you are very brave.
There is the long side and the short side, that's it... supply and demand will dictate who wins or lose.
Rax
· 2 years ago
What is it with scibby and solars?
Alternative energy and pharmaceuticals (WX, SSRX, AOB) will be the stocks of 2008. Those are two really hot sectors, why drag it so much down?
cityslicker
· 2 years ago
CSUN breaking out!
Jared
· 2 years ago
I like the site and like the picks in the past BUT i think CSIQ is not a long yet needs to pullback about 10 pts and then may be a bounce
cityslicker
· 2 years ago
CSUN looking to go ballistic, anyone riding this? I'm in from this morning.
su
· 2 years ago
LDK short ratio 8 million...people are brave.. who is going to win on LDK today?
Beanie did you leak earnings ?lol
Jason
· 2 years ago
Beanie- when is this new format going to be changed? Reading upwards is driving me insane. Anyway to make the newest replies on the bottom?
Jason
· 2 years ago
Found the options button. That is SOOO much better. Phew.
Jason
· 2 years ago
What are people's thoughts on GTOP? Phase 3 results should be announced any day now. Risk reward is HUUUGE. Stock trading at around $3.50-$4.00. With good results, stock should triple in 1 day. Who is in for the gamble?
I bought $1,000 shares and bought some Jan $2.50 puts to hedge since it is a crapshoot.
Thoughts?
Jason
· 2 years ago
ZEE-
What is your short term price target on CCJ? Bought some Jan. calls on Friday before the closing bell.
su
· 2 years ago
Jason when are they releasing the data? I am talking about GTOP
Docqb58
· 2 years ago
Hey, what happened to CSIQ ? I thought it was supposed to go down ?
Docqb
· 2 years ago
Man, i gotta get these logons straight... lol
PT
· 2 years ago
Loaded some csiq puts
if ldk dies tomorrow im mega rich
CSIQ is a short, but not a scam. Canada is strong, they will be the best country in the world soon.
bjc
· 2 years ago
Look at their revenues. What do you base it being a short on?
su
· 2 years ago
Thanks Fortune...I am planning to open a position in MSFT...just want to have some solid ones for my portfolio..
I am asking about entering into MSFT..
or may be i will wait for ORCL earnings...
any good read on chart/technical analysis..right on the web?
Romaitas
· 2 years ago
Su... my opinion. Don't play MSFT. There are better plays out there. I only play MSFT ahead of earnings... its a boring stock
KR
· 2 years ago
Thanks Fortune8 - I have been off N On talking to Beanie and I really like this Blog a lot and I really appreaciate your insights, ztock and beanie.. You guys are Awesomee....
Thank you KR
lisa
· 2 years ago
Me too. I read this blog several times everyday. Kind of addicted. Thank everybody who gives the thoughts. Especially thanks to Beanie.
su
· 2 years ago
everyone buying LDK again? lol
newb
· 2 years ago
hey beanie i got about 25% in ldk..65% cash, is this an all in moment... is ldk ace king?Im still new all in for me is only less then 20k. But i think this 69 is a gift, last time we see it here for quite some time
su
· 2 years ago
Man i really want to see LDK above $70...Why is it trsding in the close range?
su
· 2 years ago
If LDK is not going to annouce good ER then there is bigger problem..their business model is good...
And ofcourse solars get whacked tomorrow,(depends on LDK) too many newbies in solars..
But hey LDK is superstock man :)
su
· 2 years ago
LDK rocket launch....3,2,1...Houston we are ready :)
ven88
· 2 years ago
LDK ready set start go !!!
Anon
· 2 years ago
Beanie, you still have that short on SPWR or was that a quickie?
KR
· 2 years ago
Why the hec is DRYS down today when everything is up ????
KR
· 2 years ago
Why the hec is DRYS down today when everything is up ????
su
· 2 years ago
fortune or Z any idea on MSFT support levels...
KR
· 2 years ago
thanks fortune8 -
I remember getting into tDRYS in the 120's and was burnt badly.. I am holding some 75 jan calls... your thoughts??
Romaitas
· 2 years ago
don't trade msft...
Rax
· 2 years ago
Scibby
Reverse to the SELL AND SHOCK method you use?
KR
· 2 years ago
Fortune8,
Any predictions on where DRYS is headed today??
KR
newb
· 2 years ago
i think there is something to do with a ldk and csiq working together, it is just rumor but supposedly the ceo of csiq met with ldk in nov.
Rax
· 2 years ago
At the open I will collect profits and take this day off...coming back at the end of day to buy some of those steel stocks Z recommended.
MACD tells us that SDS is bullish and SPY is bearish....
Docqb
· 2 years ago
Beanie,
Just got off the phone, Santa sez he's on his way
troutslanding
· 2 years ago
thank you,troy, I'll maybe sell half just in case...
Docqb
· 2 years ago
Beanie,
Yer points keep droppin, we won't be havin none of that........
Docqb
· 2 years ago
Scibby,
Scibby shorting CSIQ ? Man, I knew they shouldn't have expande da boys weekend passes
Docqb
· 2 years ago
Beanie, lol, was right in the middle of adding more LDK. ok, just gonna turn all my accounts over to ya, but can I keep the car ?
Docqb
· 2 years ago
"For those who are about to rock, we salute you"
troutslanding
· 2 years ago
I'm trying to decide whether or not to hold my LDK shares through earnings. Anyone have any advice???
Van_G
· 2 years ago
beanie & fellow traders:
do we really even know what is happening with CSIQ?
it's alredy going crazy in PM again!!!
RAX (p. ragnar már)
· 2 years ago
It is this time of the month for STP...option expiration time. STP has made the run last three months before option expiration, will continue to do so this month
c100
· 2 years ago
Is anyone holding onto LDK going into earnings?
ski
· 2 years ago
f8...You playin' that LDK straddle?
fortune8
· 2 years ago
order is already in for a 3.33 net debit, just waiting to see if it execute.
No, Chinese owned, located in China and headquater is in Canada.
Docqb
· 2 years ago
Lisa,
It could be headquartered on the moon right now, but it's still gonna go to 75 or so by march
Docqb
· 2 years ago
But welcome to the room, lots of nice people here, Fortune, Z and Troy are good guys to pay attention to
Van_G
· 2 years ago
traders -
i'm a little wary of a pullback in both CSIQ & EMKR tomorrow
should we sell PM or on any spike right after the open & then try to re-load at a lower price?
any thoughts?
TIA
beanieville
· 2 years ago
Nothing wrong with taking profits on spikes. I do it all the time.
aminforwin
· 2 years ago
I shorted apple at 179 this morning but the chart does not say overbought like you said it says oversold should i take my mass loss and move on? by the way were is the pics of the women? http://chicago.backpage.com/personals/classifie...
Rax
· 2 years ago
Z
Thanks for the CCJ rec....got many JAN Calls on this baby :)))
Hope people jumped in STP this morning like I adviced...option expiration time for STP pulls it up!
scibby
· 2 years ago
hi guys... CSIQ is topping... get out assap!!!!!
KR
· 2 years ago
Why the hec is DRYS down today when everything is up ????
aymon
· 2 years ago
good buying opportunity in onmc now. big news coming.
Romaitas
· 2 years ago
short csiq... gogn below 25 this week. I am still long...
bjc
· 2 years ago
Along the lines of CHL and NIHD and VIP and MBT, check out TKC.
I'm long shares from about 29 and I bought some Apr $30 calls today for $2.70. I think TKC will be a $30 by then.
bjc
· 2 years ago
$40, excuse me.
PT
· 2 years ago
LDK will close gap to 55 tomorrow
be careful CSIQ 19 tomrrow
Scibby is God
scibby
· 2 years ago
SO I ASSUME F8 - YOU ARE SHORT?
I AM GOING TO SHORT LDK...SO OBVIOUS...
3 gaps up in such a short time... price spike from 26 to 75 in 3 weeks!
failed to make a new 52week high despite recent good news
expectations will be too high
options are extremely bullish (way too much)
remind me of a delusion similar to crox.
no trading history, unless they beat extremely well this stock is destined for a free fall which will kill solars including stp/fslr and the other small stocks like solf/csiq...
see TSL earnings trade and u will realise same will happen.
dfoxtrader
· 2 years ago
z,
I thought you were saying buy both so it would cost you $11 to buy both so you would need a $22 move to go up 100%
scibby
· 2 years ago
it is so obvious news is out... from leaked CC papers that LDK has missed.... omg my puts are worth something tmrw.!!!!
dfoxtrader
· 2 years ago
My pick of the day is to buy T calls and dont look for a few months. They had awesome earnings and guidance but have given up all its gains.
scibby
· 2 years ago
guys get out of your solars... its gonna be a bloodbath tmrw... follow the LDK ticker...... news is out already.... i shorted right on time at $70... its $1.5 down in 5mins.... stocks dont go down for nothing...
i will be the solar plunger king tmrw.
KR
· 2 years ago
Hey Zstock,
I am getting killed on my DRYS calls. Any suggestions if I should buy more .. I have Jan 75 at 11each..
I am a bit concerned.. I thought it had made a double bottom.. I am in it with fortune8 on drys...... tough....
KR
su
· 2 years ago
LDK weird...glad my stop loss at 69.90 taken out...
troyhouse
· 2 years ago
that is too tight of a stop loss....
su
· 2 years ago
Holy cow Scibby making all the money...he is minting now ..
bjc
· 2 years ago
scibby-
You think this blog is moving markets?
You are obviously completely delusional. This blog follows the money, it isn't leading anything.
clearly saleable at this level, no wonder why it is getting weaker.
scibby
· 2 years ago
oops... whats happening to CSIQ... who's gonna save it now?
scibby
· 2 years ago
support on CSIQ at 25.50... there is a big block... if its taken... longs party is over... well most of them longs are already down probably having sold some other solar to buy CSIQ above 26!!!
scibby
· 2 years ago
it has a history of losses... what makes it so appealing now? what happens when LDk crashes tonight after earnings?
scibby
· 2 years ago
CSIQ is dying.... a lot of hype, clearly a pump and dump scheme... tonight $23, tmrw back to $20 where it should be. and i multiply by money by 5.
DryShips, Inc Hearing Jefferies makes positive comments; says shares are "extremely oversold"
Are you seeing this?
CCJ and ITRI is crazy.
We were a bit early.
I guess better early than having the UPL pulled out under you.
7.7
Don't get tunnel vision.
zstock: and USO at 69
zstock: which is hurting DE
zstock: but DE is coming to a buy signal
zstock: 50 day = 78.9 on DE
zstock: that's the buy signal for MOO
zstock: bb13 is 50.0
zstock: and the 50 is 49.5
zstock: so that's it
zstock: 49.5 or 50
and if MOO holds at 49/50...Its going to beat PBW...and Beannie is going to lose ground on his latte bet with Fortune 8....
zee
I rest my case.....but I'll be back.
http://finance.google.com/finance?client=ob&q=P...
Look at the market cap and tell me which one can grow faster.
85 will be a double top breakout.
Any takers?
http://intuitivetraders.blogspot.com/2007/12/tr...
"Research Note: LDK Solar Co, Ltd. (NYSE:LDK)
Last Updated: Dec. 19, 2007 – 5:24pm EST
NEW YORK--Ludlow China updates its research opinion on LDK Solar (NYSE:LDK), a Chinese manufacture of solar polysilicon wafers, maintains its B- rating on the company. raises 2008 price target to $90 to $100 per share.
I'll have to see the tape tomorrow morning.
All have my classic 3 day corkscrew buy signal.....that’s all the corkscrew i can get on AAPL..so this might be a tell, tell sign...for tomorrow....which i think is probably an UP day...
IWV...showing the classic 3 day corkscrew...buy signal...I hope this breaks to the upside..and soon...
If these indexes don’t break to the upside, then the MACD and SLOW sto and W% all indicate a long cold Winter lies ahead....and no- one really wants that...
IWM has some resistance at 76.3..so i hope IWM can clear that hurdle...
EFA has the classic down ..up..down...BUY SIGNAL....
FXI might lag behind for a while...LDK might hit China tonight...
QID still has room to the upside...44 = 200 day...( QID = qqqq short sell)..however, If QID falls below 38.6..there’s no real support until retest of lows at 33.80....
QQQQ ...corkscrew...3 day consolidating pattern...mostly that is bullish...The SLOW sto and W% are in extreme BUY SIGNAL MODE....
TWM...ah yes the TWM ulta short IWM....IT’S A FALLING KNIFE.....and I’m looking at the first two days of a falling knife....It must crack below 70.4...to stay a falling knife....
XLF...corkscrew /consolidating pattern...those are mostly bullish....and even if XLF goes down..from the classic 3 day corkscrew...the effect only lasts one day...usually...
I loaded the comments in backwards....
start with the DIA,SPX,XMI comment first and read up from there...
zee
did you notice?
someone keeps subtracting my comment points....
they start out at one and now they are at zero....
man when i find out who it is...I'm going to annahilate them....
mess with the best...die like the rest....
Dang man..... didn't notice, but I'll start watchin....hoodlums.... lol
hahahahahaaaaaaa
zee
if these after hours numbers hold up on LDK
at opening bell...tomorrow..
it's looking like straddle DEC might be around 65% thru 130% profit...
zee
i wonder if the rest of the solar's will take a hit?
but a $2 move...and that will lose on both sides...
but how in the heck is LDK only going to move $2...on earnings?
hahhahahahahaaaaaaaaa
zee
Zee
BUYING the JAN 80 thru 90 calls
= DEC 80 CALL
AND DEC 60 PUT...
$10 MOVE = 100% GAIN...
SELL when there are BUYERS.
It cannot get any simpler than that.
I seriously doubt that.
How ya like the pic of the car ?
Is that a Hyundai you are advertising?
But BNI at 80 double bottom...might be a good spot to own some of that..
WILL HOLD TILL $40 OR $45 OR $54
hahahahaahaahaaaa
zee
It's true...i'm back in 45 and 47.5 calls
47.5 at 1.64
this is a must buy ahead of GDP report probably and because BBH in the 160 range...which is like a 5 times bottom support number or some such
zee
FSLR about to.
whoo wheeeeeee
ITRI 90 calls JAN volume spike ...700%....= HOT...
also JAN 75...buy that one on the dips...That thing is really moving on delta...
and GDP numbers should lift them tomorrow,,,, but who cares...ALWAYS buy airlines pre-holiday and sell...POST- holiday at much higher prices...
Thanksgiving, none of you dipped your feet...but I imagine most of my daily readers (250 a day) bought all the airline they could, when I showed the buy signal at the blog...!!!...!!!
zee
I saw that. It's about time we get paid for the hard work.
Don't let Scibby scare you out of playing CSIQ or any solars. I don't know why he's calling CSIQ a scam.
It was a quickie short on SPWR, that i could hardly remember about shorting. lol
GTOP has said results are due out before the end of the year. Teh volume on GTOp has exploded over the last 2 weeks. It is a 50/50 crapshoot but the risk/reward seems to be worth the gamble. The drug, if results are good, is a multi billion $ a year drug and I can see GTOP being bought out by any of the big name pharma companies. If the drug fails, then GTOP is done because they are 1 trick pony and this is all they got in teh pipeline for several years.
You are too funny!
This is becoming yhoo forum with posters touting their stocks.
Scibby is going to come back and beat up on you again.
I think touting is a sign of fear and desperation.
How often do you see a Porsche versus Hyundai commercial?
May be I can use that to gamble with.
:=)
i rather you use some of the cash to buy STP, then to gamble on LDK earnings. STP is certainty. A double this time next year.
http://www.dryships.com/index.cfm?get=report
If you cannot handle the heat, then stay out of the kitchen.
If I can predict the future, then i would share it with most people, including those here. But I cannot.
11/19/2007 11:46 AM Bought 3 QJPLK@$7.20
11/19/2007 3:45 PM Bought 2 QJPLK@$6.00
11/30/2007 09:34 AM Sold 3 QJPLK@$9.00
12/05/2007 09:47 AM Sold 2 QJPLK@$6.50
Do you know what those options are worth today?
http://finance.yahoo.com/q?s=QJPLK.X
As you can see, I am not perfect. And I don't claim to be. I am just one humble and fortunate person.
I probably make less money in the market than most people here.
I think STP and SOLF will do well.
Market Swimmer
If it bteaks 80, then 85, then 90.
Not sure why it is selling off today.
http://notablecalls.blogspot.com/2007/12/dryshi...
order is already in for a 3.33 net debit, just waiting to see if it execute.
I am holding and probably buy more on the dip. read my earlier post, LDK earnings will be blow out....
i read your straddle play on LDK...and I don't have enough experience to know if that will work or not.
zee
This is based on the huge volatility.
When LDK reports, it either run/drop HUGE.
Either way, you have a chance to take profit on one leg.
zee
:=)
STP makes new high by year end and you can sell it at any time.
Solar Stocks: Lehman Ups Targets On WFR, JASO, STP
Posted by Eric Savitz
Lehman analysts Vishal Shah and Tim Luke today raised their target prices on the solar stocks MEMC Electronic Materials (WFR), JA Solar (JASO) and Suntech Power (STP).
I gave you buy signal at 78, weren't you paying attention?
then i thought ...well if i'm buying NIHD..which I know is at the bottom...I might as well BUY CHL...TOO...cause they are both companies in HOT countries....
zee
LOL
LDK guided 3Q and 4Q07 revenues higher
LDK, on 9 October, guided that it shipped 75MW in Q307 and revenues would
be US$140-150m. And on 15 November, it guided that its Q407 shipment would
be between 82MW to 88MW and revenues would be US$165-170m. This would
mean 236-242MW in shipment and US$478-493m in revenues for 2007. The
2007 shipment guidance is 5-8% more than our forecast while revenue guidance
would be similar to our top-end forecast. We believe there is upside to the
company’s guidance on revenues.
Great stuff.... keep it comin
BAODING, Dec 17, 2007 (SinoCast via COMTEX News Network) --
China's leading photovoltaic product manufacturer Yingli Group kicked
off the construction of 400MW-polysilicon cell plant, which is built
by its two arms Yiling Green Energy Holding Co., Ltd. (NYSE:YGE) and
Yiling Energy (China).
The new project, involves total investment of CNY 2.8 billion, will
enable Yingli Group to have the world's most advanced solar cell
production line. After it completes construction in March 2009, the
project is estimated to generate production value of CNY 10.08
billion, and profits of CNY 4.03 billion.
Notably, New York-listed Yingli Green Energy has finished the three
phases of construction by June 2007 and now has annual production
capacity of polysilicon ingots, wafers, PV cells and PV modules of
200MW each.
Headed in Baoding, Hebei Province in Northern China, Yingli Group is a
fast-growing group extending reaches into various fields. Given the
solar photovoltaic sector is an emerging industry around the world,
the group has spent huge money and effort building up a complete
industrial chain to be a front-runner in China.
Virtual profit works great in virtual reality.
hehe
"Going forward into 2008, Ludlow China sees aggressive growth for LDK Solar as the company is positioned well in the Chinese polysilicon market, and still maintains the company on our clients recommended list.
Ludlow China is maintaining LDK Solar's (LDK) equity rating of B-, and raises the company 2008 price target to $90 to $100 a share."
Does virtual profit work in those new snack machines that use the retina scan ? think i read something about that somewhere......
zee
$1,000 every 5 minutes...
No excitement here. Just containment.
BUY when there are SELLERS
SELL when there are BUYERS.
It cannot get any simpler than that.
price at 75.6 the DEC 80 call is $4.00
And at $60 price the LDK DEC 60 PUT is $7.00
So either way...both price directions return over 100%...
I'm so glad you did your homework on solar companies...anybody that disses you...should think twice about it....I think you are an expert..( on the facts)...
zee
DEC DEC DEC DEC DEC DEC
TOTAL COST
$375
GET WITH THE program....
zee
or you can really play the speculation and play mine...
you only have 7 minutes to decide....
if you think LDK moves $10...play mine....but if LDK only moves $5...then i can't help you....
it'll be break even...
zee
You owe me a latte for that :=)
DRYS is ok......
it's down in smpathy to UNP earnings outlook..( which was meaningless in my opinion)...just a way to for me to get back into UNP....)
.that hurt the entire IYT sector.....
DRYS and EXM had a clear buy signal.....so just be patient...
zee
and GDP report might make DRYS gap up $15 tomorrow....just have to wait and see...
i still have DEC 80 calls on LDK and now i have DEC 55 PUTS....i hope i made the right move?
on those DEC 55 puts...just didn't have time to calculate anything.....
I think it's what marketers call...impulse buying.....
zee
But you have to play fast because if LDK swings big, the you will make out like a bandit.
Ideally for me is that LDK drops HUGE on selling and I take profit on the PUTS.
Hold the CALLS for a January bounce since I still have 32 days out.
Nice play, kinda like a collar eh ? lol
what do you think?
LDK DEC 80 call and DEC 60 PUTS?
isn't that a better straddle?
for a $10 move....
X-mas rally already started.....I think we get all up days till end of year...!!!,...!!!
It's just 101 economics, in my opinion....
If you think QQQQ will reach $53 by end of the year...(and i think they will)
you can buy them for less than 0.89 and at QQQQ = 53 ..you get 3.00 = 300% gain...
I am not short LDK.
I have out of the money straddle on LDK.
If LDK makes a huge swing either way, then I should be able to profit from it.
I have also sold some covered calls against my solar holdings to give me some added downside protection.
Unless solar really takes off by Friday, I just figure it as free money.
Is GTOP coming out with any data or phase trial results? Smells like a DNDN again.
(Waxie's Secret Rules. You better learn it!)
There's a rumor that LDK has signed another 10-yr Bil-$
deal. Probably with CSIQ, since CSIQ CEO visited LDK and XinYu government in Nov 11. CSIQ went up 27% yesterday, w pending news after market close Wed
69
Chinese stocks lead gains
Hong Kong, Shanghai and Taiwan post strong advances as Japan,
http://www.marketwatch.com/
I'll bet u 10 of my points on whatever........ lol
Jefferies is positive on the Solar space this AM saying they believe that Suntech (NYSE:STP) is well positioned to rapidly accelerate cell and module production. Suntech recently announced a bolt to 1 GW of capacity by the end of 2008, two years ahead of plan. Over the next two years, the firm sees the company's cost structure benefiting from the introduction of higher efficiency solar cells, a transition to lower cost wafers through longer-term contracts, and declining market prices (particularly in 2009). Moreover, this could allow STP to absorb rapid module price declines while still maintaining margins—a scenario they have built into their forecast and EPS estimates for 2009.
Suntech has approximately $588 million in cash and positive operating cash flow, as well as very low capex costs per watt and a solid history of ramping production well ahead of expectations. Improved polysilicon supply relationships have muted concerns about raw material requirements somewhat.
They believe that investors may narrow the trading-multiple discount STP receives (25x) compared with SunPower Corporation (SPWR, Buy) (39x) on 2009 Street estimates, given Suntech's similar earnings growth pattern and declining risk profile as it relates to silicon as well as recognition of its potential to maintain margins in a declining price environment. STP's new price target is $108 vs $76 earlier.
Notablecalls: Note that Jeffco is also upping their rating on Sunpower (SPWR) to a Buy from Hold with a $170 target (vs $125). They may serve as a ultra short-term catalyst for the group, including STP. Please note that Jeffco has factored a 15% ASP decline for cells and modules in FY2009 and FY2010 into their estimates. Yet, they remain bullish on the space.
I'd rather be lucky than good......bought a bunch at close... ya know, I'm just gonna stop thinkin and using all my experience and just do what ya say..... but let's not be walkin off any cliffs ok ? lol
Does this disqus refresh automatically ?
iw will take a minor miracle for LDK to hit either its 50 or 200dma's
i've been waiting for SPWR to hit its 50dma for weeks now with a GTC limit order
barring a larger market-wide correction, those DMA's will not hit
oh yeah, i forgot, the macs and the iphone, automatically tell me to update to the new software. one of the coolest things was the recent itunes applet on the iphone..
i made a BAD mistake.....i BOUGHT ldk shares AH around $63
should i sell PM & try to get in with a short if the trading looks bad?
It's gonna be volatile both ways is all i can say right now.
did ya check the apple tv and the router like i mentioned ?
50-Day Moving Average3: 41.26
200-Day Moving Average3: 42.47
I will settle for that.
u need to get a cool pic for your name.....
should have put stop loss. dumbass !
I gambled and played the long position with a DEC Call, crossing my fingers now that they will announce a new contract!
My STP play hanging in there or what? Typical option expiration behavior by STP
looks like DRYS is getting some action after hours..
Z thanks for CCJ.
if u trade short or puts, or if you buy long or calls... whether its short or long term dated optiions it doesnt matter, it depends on the volatility and leverage ure willing to risk...
no greed involved, u win or u lose, thats it.
Net income jumped to $41.6 million, or 37 cents per diluted American Depository Share (ADS), from $5.0 million, or 4 cents per diluted ADS, for the third quarter of fiscal 2006.
The Jiangxi, China-based company earlier this week said an audit cleared it of allegations it had overstated its silicon inventories. (Reporting by Steve James; Editing by Jeffrey Benkoe)
btw, CSIQ trades really well today, considering it only give back 88 cents on volume bigger than yesterday's. I still think this stock is a great bargain. Of course it is short term overbought but i was hoping it would be even more overbought. Great for daytrading and a really good longer term hold.
See ya later,
Beanie
ur at my favorite store...... check out the apple tv and apple router that runs at nano, not giga......the apple computers at my offices run rings around my old sony and toshiba, actually my parallels program runs my windows apps faster than the windows based pc
what was it? that you bet the wrong way?
that's not a lesson, that's a guess...
and here you are "guessing" again the other way with LDK...what lesson will you learn if the stock gaps up in the morning?
Please enlighten me, since I'm not seeing any lesson learned from crox if your right back here playing short-term options on a highly volatile stock during earnings...because, once again, it's just a guess. You were gloating bit earlier that you guessed right....
we'll see tomorrow....either way, I'd really like to hear about the lesson you learned from crox. TIA.
I'm long 1,000 shares of apple and have 09/2010 call options, thanks in advance.
look at crox and vdsi... same story there...
these conditions were present (like in LDK today)...
1) everyone was long on msg boads.
2) a short position was building up.
3) calls outnumbered puts by a ratio of 2-3 times at most levels (read Max Pain Theory).
4) stocks trading near 52week highs
5) huge expectatios to beat heavily.
6) market trend was down
7) stock trading at upper channel line or outside it (above!)
when u have these condtions in place you're a sure winner (like me).
look at this blog... from 20 posts a day, to 200 post a day, everyone is so excited, everyone is so long and everyone is making virtual profits...
i remember a similar blog in 1999 during biotech era, it was called plaintrade.com this was a 3 month boom, where whatever this guy "steve" touted, went up... then all sort of biotech name which had nano, or bio started going up like crazy...
same is happening here... the end results was that this guy sold the website and stocks plummeted 80%+ some never to recover....
history repeats itself.
37cVs 4C..
is that right?
experts what's negative about LDK earnings?
ORCL rocking
KR.......
Is DRYS good buy now? around $75
but that thought me a huge lesson... it was really worth it...
and i m profiteering on it today....
LDK was exactly a photocopy trade of CROX.
good evening.
dec 55 puts.. wil be worth a good $5 tmrw....
rmember crox went from 75 to 47 in first day.... and 2nd day to 43....
assume a similar trend (becuase it gets very delusional tmrw) and you should make some money on ur puts.
I despise people who gloat afterhours...especially when it's re: puts or calls, lots can change before you can trade them again.
scibby,
what lesson did you learn with crox?
crazy to play earings???
even CRAZIER to play options on earnings...if your long the stock and it drops, it can come back as long as the fundamentals haven't changed...if your long or short SHORT-TERM options, now, that's just plain greed my fiend--apeears you haven't learned much by your loss on crox earnings...jmho.
good luck
I think this move down is temporary.
(SCIBBY)
it's starting to rally hard
This will give LDK the chance to rebound.
How do you make 100% on a $10 move? I calculate you break even on a $10 move.
Maybe I did not write it correctly, what i really mean is that the way it is trading (the manipulators) are scamming you.
If you buy now you are very brave.
There is the long side and the short side, that's it... supply and demand will dictate who wins or lose.
Alternative energy and pharmaceuticals (WX, SSRX, AOB) will be the stocks of 2008. Those are two really hot sectors, why drag it so much down?
who is going to win on LDK today?
Beanie did you leak earnings ?lol
I bought $1,000 shares and bought some Jan $2.50 puts to hedge since it is a crapshoot.
Thoughts?
What is your short term price target on CCJ? Bought some Jan. calls on Friday before the closing bell.
if ldk dies tomorrow
im mega rich
CSIQ is a short, but not a scam. Canada is strong, they will be the best country in the world soon.
I am asking about entering into MSFT..
or may be i will wait for ORCL earnings...
any good read on chart/technical analysis..right on the web?
Thank you
KR
And ofcourse solars get whacked tomorrow,(depends on LDK) too many newbies in solars..
But hey LDK is superstock man :)
I remember getting into tDRYS in the 120's and was burnt badly.. I am holding some 75 jan calls... your thoughts??
Reverse to the SELL AND SHOCK method you use?
Any predictions on where DRYS is headed today??
KR
MACD tells us that SDS is bullish and SPY is bearish....
Just got off the phone, Santa sez he's on his way
Yer points keep droppin, we won't be havin none of that........
Scibby shorting CSIQ ? Man, I knew they shouldn't have expande da boys weekend passes
lol, was right in the middle of adding more LDK. ok, just gonna turn all my accounts over to ya, but can I keep the car ?
do we really even know what is happening with CSIQ?
it's alredy going crazy in PM again!!!
http://www.cnanalyst.com/2007/12/ytd-performa-1...
It could be headquartered on the moon right now, but it's still gonna go to 75 or so by march
i'm a little wary of a pullback in both CSIQ & EMKR tomorrow
should we sell PM or on any spike right after the open & then try to re-load at a lower price?
any thoughts?
TIA
by the way were is the pics of the women?
http://chicago.backpage.com/personals/classifie...
Thanks for the CCJ rec....got many JAN Calls on this baby :)))
Hope people jumped in STP this morning like I adviced...option expiration time for STP pulls it up!
I'm long shares from about 29 and I bought some Apr $30 calls today for $2.70. I think TKC will be a $30 by then.
will close gap to 55 tomorrow
be careful
CSIQ 19 tomrrow
Scibby is God
I AM GOING TO SHORT LDK...SO OBVIOUS...
3 gaps up in such a short time... price spike from 26 to 75 in 3 weeks!
failed to make a new 52week high despite recent good news
expectations will be too high
options are extremely bullish (way too much)
remind me of a delusion similar to crox.
no trading history, unless they beat extremely well this stock is destined for a free fall which will kill solars including stp/fslr and the other small stocks like solf/csiq...
see TSL earnings trade and u will realise same will happen.
I thought you were saying buy both so it would cost you $11 to buy both so you would need a $22 move to go up 100%
i will be the solar plunger king tmrw.
I am getting killed on my DRYS calls. Any suggestions if I should buy more .. I have Jan 75 at 11each..
I am a bit concerned.. I thought it had made a double bottom.. I am in it with fortune8 on drys...... tough....
KR
You think this blog is moving markets?
You are obviously completely delusional. This blog follows the money, it isn't leading anything.
clearly saleable at this level, no wonder why it is getting weaker.
ITS A PUMP AND DUMP SCHEME.... SO OBVIOUS!