Monday, May 31, 2010

GAMING the 3D Revolution! ~ NVIDIA Corporation (Public, NASDAQ:NVDA)

the 3D PC revolution is on.

... COMPUTEX loves $NVDA.

it's not about movies, it's about gaming.

"Just click on a 3D video and it plays in 3D, using the latest 3D Vision Silverlight-based ($MSFT) video player and Nvidia ($NVDA) 3D Vision," said Phil Eisler, the Green Goblin's 3D Vision technology general manager, "Internet users can now enjoy 3D video content streamed in high-definition quality and viewed at full resolution."
"$NVDA will provide a secure path to distribute and monetize 3D video over the web... Movies, trailers, sports and any form of 3D video."

the COMPUTEX plays:  $INTC, $NVDA, $ARMH ... and with a few nifty tablets running windows 7, dare we say $MSFT.

p.s. $AAPL ipad sells over 2M ... the best way to play the iPad, ... still $AAPL.

Friday, May 28, 2010

The Pre-Launch of SPRINT HTC EVO 4G ~ Sprint Nextel Corporation (Public, NYSE:S)

this thing is silly.

1) 4.3 inch touch screen

2) two cameras (8mega, front facing) ... video chat.

 3) 720P HD Sprint TV

4) multi-tasking galore.

5) .... and of course, the beloved KICKSTAND!

**  TwitVid (click here)

the GLOBAL PROFIT party. ~ Apple Inc. (Public, NASDAQ:AAPL)

the JUNE 260 CALLS
7.80+ 1.70 (+27.87%)

the DIP buy in the LOW 5s.
.... 50%+ profit. iWin.

p.s. happy holidays. go buy an iPad.

the $299 iPhone 4G ~ Apple Inc. (Public, NASDAQ:AAPL) ... iPad goes Global.

... on JUNE 7th - 11th @ Moscone Center in SF ... Steve Jobs will announce the front-facing "full mast" fourth generation iPhone. 

$AAPL     $253.35 +9.24 (+3.79%)

    TARGET PRICE:  $299.

... the great thing about owning apple; when the market goes higher, apple goes higher ... and vice versa.

Wednesday: Buy and Hold.
* the June 260 calls from $5
Top Pick:  Thursday Pre-Market.

* the June 260s  = $6.10 +2.10 (+52.50%)

... the GLOBAL iPad Launch!  

... Tokyo! 

.. The iPad on sale at the 7 Apple stores, 16 outlets of Softbank Mobile, and 159 electronics retailers.  Wi-Fi 16GB 48,960 yen ($536), 3G model 58,320 yen ($639), and the high-end priced at 77,280 yen ($846) ..... "With the iPhone in my right hand and the iPad in my left hand, it's like having two guns blazing," Softbank Chief Executive Masayoshi Son



UPDATE: Mona Lisa loves the iPad. (click here)

p.s. Whale Watch List:  $LWSN and $LLTC ... Soros and Icahn. 

Wednesday, May 26, 2010

The SMOKING BULLS! ~ Potash Corp./Saskatchewan (USA) (Public, NYSE:POT)

your favorite ticker, and mine.

POT  $94.37 -1.20 (-1.26%)

CHINA loves corn!  ... CORN loves fertilizer! 

... BOTD loves POT 

Option Lovers: the June or July 100s / 105s

"if somethin's LOW, i wanna put a lil' HIGH on it."

Tuesday, May 25, 2010

the NATURAL BOTTOM? ~ United States Natural Gas Fund, LP (Public, NYSE:UNG)

an UNG-deniable dilemma ... the never bottoming fund called $UNG.

LONG via JUNE 7 calls

$0.35 +0.05 (+16.67%)


$UNG June 7 $CALL
$UCO $8.56 -0.21 (-2.39%)
$SD $5.90 +0.50 (+9.26%)

p.s. Unusual "nat ass" Options Activity: $HK June 17.50s ... floyd? 

Sunday, May 23, 2010

the WAY of the WEIBO! ~ SINA Corporation (USA) (Public, NASDAQ:SINA)

... look somewhat familiar?

Weibo, the TWITTER of CHINA!

SINA owns Weibo.

china longs: $EJ and $CREG

the $500 Google.TV ~ Google Inc. (Public, NASDAQ:GOOG)

BUY the "double dip" in $GOOG.

1) the flash crash test bounce.

2) Google TV announced.

3) AdMob deal approved!

TARGET = $500ish...

iOwn: LONG from $465.16
(common only, for now...)

OPTIONS LOVERS: try the June 500 $CALL

$500 "strike price" objective.

Example:  1 contract = $990

max risk $990, max gain ???

Friday's Range: $9.10 - $14.90 ... 50%+ opportunity, with over 3500 contracts traded.  easy to get in and out with one, two, or even 10 contracts.

Options Trading Tip #10:  use far off "limit orders" in volatile markets, you just might catch a nice entry and be up 10% in 10 seconds.

p.s. the GOOG TV plays:  $GOOG, $INTC, $LOGI, $SNE and $TIVO.  (also check spec play $MIPS as an Internet TV play) ... click for charts

Monday, May 17, 2010

My Name is BOTD. ~ ProSharesUltra DJ-AIG Crude Oil (Public, NYSE:UCO)

there will be blood?!? ... looks like there is.

 check out the selloff in crude.

$UCO 9.73-0.54 (-5.26%)

... BUY the BLOOD! 

Sunday, May 16, 2010

BOTD & The Three Little Bears! ~ Direxion Daily Real Estate Bear 3X (ETF) (Public, NYSE:DRV)

Three 300% BEAR plays under $10.

the TECH bear ...


the Real Estate bear ...


Last, but not least ... "unhappy cappy" the small cap bear.


p.s. with a BIG gap in the futures (-107.00) ... look for some retracement before entering.
(futures charts - click here)

Friday, May 14, 2010

the SKY(works) is the LIMIT ~ Skyworks Solutions, Inc. (Public, NASDAQ:SWKS)

when we work, it works.

BUY $SWKS  ... bottom on the BOX!

CEO Aldrich said, “we’re trying to simplify our customer’s life so they can focus on features and not worry about the semiconductor content that makes it work.”

SkyWorks offers diverse standard and custom linear products supporting automotive, broadband, cellular infrastructure, energy management, industrial, medical, military and cellular handset applications. The Company’s portfolio includes amplifiers, attenuators, detectors, diodes, directional couplers, front-end modules, hybrids, infrastructure radio frequency (RF) subsystems, mixers/demodulators, phase shifters, power dividers/combiners, receivers, switches and technical ceramics. It has aligned the product portfolio around two markets: cellular handsets and analog semiconductors. The handset portfolio includes customized power amplifiers and front-end solutions, from entry level to multimedia platforms and smart phones. Its primary handset customers include LG Electronics, Motorola, Nokia, Samsung, Sony Ericsson, Research in Motion, HTC and Apple. 

p.s. Below the Upgrade: $EJ 14.08-0.49 (-3.36%)  ... china RE play. 

Thursday, May 13, 2010

OPTIONS TRADING: Near-The-Money! ~ Akamai Technologies, Inc. (Public, NASDAQ:AKAM)

... read image from bottom to top.

... and from cover to cover ?!?

NearTheMoney: strike price options trading. 
 (working title, new book coming soon) (iOwn)

@NearTheMoney (coming soon)

NTM:  Near-the-Money .... a CALL option is near-the-money if the underlying security (common stock) is "slightly" below the strike price. (eg: $AKAM common @ $39.77 ... strike = $40 ... options contracts are near-the-money

the TRADE:   get long (BUY) "slightly" out-of-the-money calls, and watch them go from near-the-money ..... to ..... IN-THE-MONEY!!! 

ATM: At-the-money

An option is at-the-money if the strike price is the same as the spot price of the underlying security on which the option is written. An at-the-money option has no intrinsic value, only time value.

ITM: In-the-money

An in-the-money option has positive intrinsic value as well as time value. A call option is in-the-money when the strike price is below the spot price. A put option is in-the-money when the strike price is above the spot price.

OTM: Out-of-the-money

An out-of-the-money option has no intrinsic value. A call option is out-of-the-money when the strike price is above the spot price of the underlying security. A put option is out-of-the-money when the strike price is below the spot price. (ref: Moneyness)

p.s. follow BOTD on twitter. @BuyOnTheDip (click here) 

Tuesday, May 11, 2010

The SD Trader! ~ SandRidge Energy Inc. (Public, NYSE:SD)

... bottom picking in $SD!

$6.44 +0.13 (+2.06%)
the NATGAS spec play of choice.

who's floyd? 

San Diego Trader 2 ~ SmartHeat Inc (Public, NASDAQ:HEAT)

... building on the BOTD China Real Estate Theme  .... if you can't take the $HEAT $7.57 +0.77 (+11.32%) ... add an A/C unit!

Air pollution problems in CHINA!?? ... buy $HEAT on the "double bottom" DIP!

EARNINGS:  9 EST, in the AM. (if you are reading this they are probably already out, how is the stock reacting?) 

p.s. no position. "if" earnings aren't a total disaster, let's BUY $HEAT for breakfast!


Friday, May 7, 2010

the WICK of WTF ~ SPDR S&P 500 ETF (Public, NYSE:SPY)

the 1000 point WICK of WTF ...

did you BUY ON THE DIP???

.... the only one who bought the dip was CRAMER, live on CNBC. the best non-trade in history.

... starting to feel like that was the market telling us where she wants to go.

the SNOW MEN of DEATH ..... i don't see this happening, but then again who saw thursday? or Oct 08?

the LEFT-OVER Longs: $DTV, $BAC, $NFLX, $CSIQ, $EJ, ... and a hand full of semi-worthless calls.

BEAR bet: $EDZ

p.s. the LED Penny Play: added to Sunovia (SUNV) today @ 0.075 and @0.072

Wednesday, May 5, 2010

E-HOUSE of the RISING SUN! ~ Canadian Solar Inc. (Public, NASDAQ:CSIQ) & E-House (China) Holdings Limited (Public, NYSE:EJ)

we've been looking for the right CHINA Real Estate play ... it's E-HOUSE! ($EJ)

Goldman reiterates "BUY" and $23.90 target (please note the below round # price target, nice)

the real key to $EJ is their expected commission rate, which Goldman is estimating comes in higher than expected when they report Q1 earnings on May 13th.

gotta love a CHINA solar stock named "Canadian" Solar, eh? ... EPS on May 13th.

$CSIQ 16.14 -0.70 (-4.16%)

... Auriga upgrades to BUY (target $21) ... Wells Fargo initiates coverage on Solar sector, gives $CSIQ market perform (...leaving room for an upgrade)

p.s. Buy $NFLX 98.23 -1.13‎ (-1.14%‎) under $100!!
(1 yr target = $219)

Monday, May 3, 2010

Who will save your SOUL? ~ Zale Corporation (Public, NYSE:ZLC)

... in case you missed it, $ZLC is a buy.

1)Accumulation + Consolidation = high B/O%
2) Citi will re-offer credit *40%+ of Zales sales!!
3) Mother's Day = May 9th.

... your diamond store since 1924

the "mini-tell"... if this jeweler, Birks & Mayors $BMJ, can jump 94%+ on 29% YOY increase in sales .... BUY ZALE!

ZALES ... "The KOBE aka The Tiger aka The ?"

p.s. $NILE is like a naked Danny Devito.

BOTD: The PULP Prophet! ~ Buckeye Technologies Inc. (Public, NYSE:BKI)

the PAPER PLAYS of 2010.

Buckeye Tech ($BKI) loves ... CHEMICAL CELLULOSE ... from hot dogs to house paint!

John 'CEO' Crowe labels "regenerated synthetic fibers" as the KEY to NEXT QUARTER.

International Paper ($IP) ... the big dog.

Chart Lovers:
1) Channel Uptrend ~ bottom low risk entry
2) MA support ~ held on previous pullback
3) Stochastic Oversold ~ prudent buy point

$ the SPEC play $

Versa Paper ($VRS) ... award winning global GREEN innovator!

Low P/E = 2.61

INSIDER BUYS @ $KMB ... toilet paper FTW!

p.s. check $CLW on the billion roll!