Brave New World

Discussion in 'Journals' started by Neoxx, Jan 7, 2006.

  1. Neoxx

    Neoxx

    Well, rained on the parade and the raging bulls whimpered off bleating.

    Closed all my long positions for a cumulative 2% hit.

    New Positions

    RIG Jun 85 puts BTO@7.20
    QQQQ Jul 41 puts BTO@2.45

    Both intended as very short term plays to (hopefully) cash in on the fear.

    We'll see if the move gathers steam...
     
    #101     May 30, 2006
  2. Neoxx

    Neoxx

    This one's burned me too many times now.

    I'm steering clear until it's over the 200 SMA.
     
    #102     May 30, 2006
  3. Neoxx

    Neoxx

    Full steam ahead? Not unless the sellers gather a little more pluck.

    QQQQ SPC@2.45
    RIG SPC@5.30

    Think I'll just nurse the remainder until the schizophrenia settles down.
     
    #103     May 31, 2006

  4. interesting...

    why choose to 'close' all longs rather than repair/roll or convert?

    what's your view on MRVL over next 2 weeks ? :p
     
    #104     Jun 2, 2006
  5. Neoxx

    Neoxx

    I was looking for a swift move that didn't happen. Decided to remove my exposure, take the small loss and look for a higher probability play.

    I'm a little hesitant to comment or commit to anything at the moment, this market's bamboozling me.

    However, if MRVL closes around the current price (50.18), the doji at resistance on a volume divergence, with the Nasdaq also falling from resistance would suggest a downward move.

    Not sure if I'd put my money where my mouth is, though :p
     
    #105     Jun 2, 2006
  6. Neoxx

    Neoxx

    Also, closed K today.
     
    #106     Jun 2, 2006
  7. Neoxx

    Neoxx

    STO ATI Jul 70/75 bear call spread @ 1.65

    Expect a pullback, but probably not holding until expiration. Small size as I'm anticipating a move that hasn't happened yet.
     
    #107     Jun 2, 2006
  8. Neoxx

    Neoxx

    Day's action

    SUN - STO Jul 70/75 bear call spread @1.70

    MRVL - STO Jul 55/57.5 bear call spread @0.60

    SHLD - STO Jun 60/65 bear call spread @2.25


    SHLD - decided to add to my existing position as it retested the intraday highs.

    MRVL - thought I'd go with the more conservative trade, keeping both 50 and 200 SMAs as buffers in case of a rally.

    SUN - have had a nagging feeling for a couple of weeks now that the oil stocks are destined for a pullback. Also had BHI and GSF on my radar. In the final analysis, opted for this one as it was running below it's major moving averages.

    Other positions looking solid, ATI in particular making a nice move today.

    With the major indices also pulling back from resistance, my feeling is there should be more weight behind this correction.

    At least I hope there is. :D
     
    #108     Jun 5, 2006
  9. Neoxx

    Neoxx

    Day's action

    BTC HUM 50/55 bear call @ 1.55

    BTC SUN 70/75 bear call @ 1.55

    BTC ATI 70/75 bear call @0.90

    STO NTRI Jun 60/65 put @1.60

    Have a feeling the market might bounce over the next couple of days so thought I'd rebalance things a little.

    Took profits on ATI as it tested support. Won't say no to 50% on a 2 day hold.

    Closed HUM for a small loss as it tested support with a spinning top on falling volume.

    Haven't been getting a good read on the oil stocks lately, and with OIH forming a doji I felt this downward move had come to a premature close.

    Looking for a bullish position to cash in on a potential market bounce and came across NTRI, stuck in a narrow trading range with strong support at 65. Opened this one just before the close as the price edged above support. Intended as a short-term trade, if we get to 70 within the next couple of days, will close for 50-60% of max profits.

    SHLD (my largest position) has me a little concerned. Late surge from the bulls crashed through intraday resistance and took it up to 161.53. Looking very strong. Breakeven at expiry is 162, and anything could happen over the next 10 days.
     
    #109     Jun 6, 2006
  10. Neoxx

    Neoxx

    I'd sleep a lot better if I knew there were a safety net, so set up the following conditional order:

    BTC @ market if SHLD quotes above 163 or below 152.

    Unless there's a gap up, I can't lose more than 1-1.5%. If this spread expires worthless, I'll be up 5%.
     
    #110     Jun 6, 2006