Recent content by KennyL

In the interest of transparency, I sold all my AMED options on Friday for a nice bundle of profit, and sold off half of the underlying I owned. Still have a mid-sized position, but I agree with some that it'll stall a bit before moving through $40. I still like it long term, but there could be...

Hey. How have you been fairing? Hopefully well. I own the underlying still and won't sell until I see $40+, but I also have been selling some of the options I bought. I'm up net on the options, but I did have a position in the Sept 40 calls, which I thought would be a big move but the slow and...

Short of fire well beyond this smoke, I think there is a lot more upside than tomorrow morning. Reuters is reporting that it's simply that the COO was the heir apparent for CEO, but the board was holding off. He felt that he was being passed over, or at least not being given his rightful...

I think that's a great price. Good luck!

Certainly could be a bigger problem, but they derive nearly 90% of their revenues from Medicare payouts. Sort of difficult to make up revenue there. I'm not really sure what could be the problem in terms of the books. If you read the 10K, it's very transparent. Definitely a bit of a gamble, but...

Check out AMED. COO and CIO left, but CEO and CFO remain. Probably just reshuffling, but a huge opportunity. I got into the underlying, some Sept 30 calls and some Jan 35 calls. As long as there isn't a worse situation behind the scenes, this is a steal at this price. Stock is worth $55-60 in...

Not sure if anyone got in on GENZ, but there is news today regarding their leukemia drug. FDA should make a decision next week, but the advisory panel is skeptical. I have a trailing stop limit in to exit the position. If you hold, just be aware of the risks and the catalyst (either positive or...

I think you have to pick and choose your tech names here. I'm still holding TECD and SWIR as I think they're buys and they've done relatively well. Offline I was telling OTIS that I like RIMM above it's 50 day ma here. On the chip side, I don't like the chart of VTSS. Also, tell your buddy to...

Sold the SIRI position for about a 10% gain. It looked very strong, but just kept giving up ground and now seems to be falling back. Don't like the candlestick chart today. I think a lot of people are selling into the close and will re-evaluate next week.

Anyone have any thoughts on SWIR or TECD? I just initiated small positions in each. Profitable and SWIR is a Ben Graham net net...TECD isn't far off. Charts look alright too. Thoughts?

Appreciate the insight. TA-wise, the GENZ chart is a wreck. I am in around $49 for my first position and been holding. The position is fundamentally based. I actually doubled down today just over $52 b/c I like it over $50.85. As for SIRI, this is a short term trade and I'm going to keep an eye...

i was holding some of the september 13 calls. was definitely wrong there. i think Otis had the same. i sold the position for a 15% loss today and instead went long the underlying with a small position. probably not the smartest thing i've done recently, but i think this is just way overdone in...

I realize that you're using exceptions such as if FTSE is up 1% or if it's up 2% then....And I can appreciate that, but at the same time you could probably pick a bunch of names and would find the same as long as the Beta isn't extreme. With that said, I ran a regression just over the last...

Does anyone have some TA insight into SIRI? Looks to me like it might be jumping out of a cup and handle here. Upside? http://stockcharts.com/h-sc/ui Hopefully that link shows a year and a half chart. If not, please check that out...shorter term looks more skewed. Any perspective is appreciated.

Hey everybody. Have a look at GENZ. I like it above 50.85. Was trying to post yesterday, but it takes time to get registered/okayed. I think it's worth $70-75 and it's been beaten down because of some production problems and concerns about healthcare reform. Looks like these short term question...