Step by Step $SPY

Step 1) Monday = Hammer
Step 2) Tuesday = Confirmation
Step 3) Today = Follow Through

from $127/$128 to 130.77+1.74 (1.35%) ... from out of the money to near-the-money, to in-the-money. *raise stop above cost

watch resistance: @ 200ema

Hammer of the Frogs! $SPY

... today's candle just turned into sexy mallet of love, time to pounce on the bounce. feeling froggish? ... LEAP.

Long-term Equity AnticiPation

LONG: $SPY 130 Jan 2013 $CALL

the 200 day simple $SPY support

... Sell in May? too soon in June? ... we hit the 200sma today, look for a support bounce tomorrow/wednesday.

I haven't bought anything in weeks, anxiously awaiting todays 200 kiss. Get your BOUNCE buy list ready.

disc: long $SINA $POT $ZNGA $HK (all common, all underwater)

the FARMER and the $DELL ~ Earnings Play

BOTTOM of the BOLLINGER BANDS

EARNINGS ROULETTE:  JUNE 16 CALLS @ .47 cents!

EPS guess? ... May 22nd (AH)

the FARMER:  Long $POT

below the old BHP bid price, buy under $42

PLUS (+) marks the SPOT ~ $SPY $CALL

... went long May 135 $CALL on the morning dip. 6 days of selling, time for a bounce. Today's candle (+) looks promising, dough-g!

who's afraid of the big bad $VXX ?!

... has room to the upside, watch EMA resistance. sold my 17 $CALL position today (50%+ profit)

... looking to buy May 18s on any bullish pop for an over weekend hedge.

"Faith In Floyd." (the second coming) ~ Halcon Resources $HK

more oil, more coil.

full disclosure:  LONG $HK

BIG DATA MATTERS! ~ Mattersight Corp $MATR

STOCK #1 = $MATR

ANALYZE THIS.

• Large and Untapped Market: We estimate the market potential for our analytics in the United States at $5+ billion per year. The market is very new, and we believe it is less than 5% penetrated.
• Enterprise Analytics Footprint: Mattersight's technology applies millions of proprietary algorithms to previously unstructured and unanalyzed customer and employee interactions. Our analytics are used in service, sales and collections calls centers. We have also deployed analytics applications for fraud, customer retention, and the back office.
• Analytics as a Service in the Cloud:  Our analytics are delivered in the cloud, and virtually all of the company’s revenues are recurring.
• Significant Returns for Our Customers: Mattersight's unique analytics and delivery model generates 2x to 10x returns for our customers.
• Impressive Customer List:  The company has built an impressive customer list, including three of the top five HMOs, three of the top four Property & Casualty companies, one of the three largest retail banks, and one of the two largest Prescription Benefit Management companies.
• Long-lasting Customer Relationships:  The company’s average revenue per customer is in excess of $1 million per year.  A typical contract is between $3 million and $20 million and runs for an initial duration of three to five years, with a number of the company’s earliest customers having signed extensions of an additional three to five years.
• Significant Revenue Visibility: The company has a large contract backlog, and its revenue retention rate is 95%. *source: www.Mattersight.com

Behavioral Backlog

VALUE ADD:  SAVE TIME & MONEY

--  Predicting future customer and employee outcomes and behaviors
--  Routing calls based on predictive algorithms to the best available
    agent to handle each specific caller
--  Identifying the best opportunity for improvement for each specific
    agent, supervisor and manager

"We are extremely proud of our groundbreaking work in understanding the connection between language patterns and human behavior. The large investment we have made in this area creates significant value for our customers and very valuable competitive advantage for our company," 
 ~ Kelly Conway, President and CEO. 

STOCK #2 = $VRNG

MOBILE MATTERS:  ... show me your Vringo! $VRNG      

• MOBILE PURE PLAY
• 22 PATENTS FILED (2 approved) 
• MARK "shark tank" CUBAN = 7.4% stake!
  

FaceBook visual ringtones ... Facetones! (of course)

  Andrew Perlman talks Vringo



Jon Medved on TECH M&A

*EXTREME* BULLISHNESS! ~ Skullcandy Inc NASDAQ: $SKUL

** HUGE SHORT INTEREST!!!

BIG NAMES, BIG GAINS.

SOCIAL CHAMPS!

BUY:   $SKUL  $15.56 +0.49 (3.25%)

... 44% sales growth YoY !! 

p.s. the X-treme Team:  $MNST & $UA

Apple ♥ Neckflits! $AAPL & $NFLX

MLB, NBA, NHL ... and NETFLIX!

CUP and "forming" HANDLE

1) APPLE FRIENDLY *free marketing!
2) 20% SHORT INTEREST *squeeeze worthy
3) GLOBAL EXPANSION *europe, india, asia

“The iPad’s a big plus for Netflix for two reasons. One is, it’s just a much higher-resolution screen, so it’s just a much better viewing experience for all of Netflix’s customers. But secondly, Netflix has a much higher profile positioning, it’s much easier for Netflix to capture new customers through iTunes and so forth.” ~ Tilson

LONG MARCH 17th  110 CALLS

... if this works, look to "roll out" to the APRIL 115s

... everywhere.

RISK = COMPETITION

p.s.  when my 4 year old says Netflix it sounds like, ... neck-flits.

... "daddy, can i have the eye phone to watch neckflits?"

     

WHAT'S IN THE BOX?!!?!? ... Pandora $P

... your station.

          PLAY #1:      BUY $P     13.02 +0.69‎ (5.60%‎)

          JOHN DOE has the UPPER HAND!




play #2:  BUY $AKAM:  36.52 -0.09‎ (-0.25%‎) 

BUY on the DRIP!

AKAMAI is the streaming video FaceBook play of choice
                 ... BUY ON THE DRIP! (gap fill bounce)

The AUSTERITY of PARLIAMENT ~ G-FUNK!

SMOKED GRECIAN LATTE

AUSTERITY VOTE: 199 to 74

... waiting for a pullback.

The Customer Service Takeover! ~ LivePerson, Inc. $LPSN ... "I CAN HELP YOU."

you've been served.

RECO!!     BUY PRE-EARNINGS

Q4 Earnings: 

 February 13, 2012
 *after market hours

LONG:      $LPSN     11.95 -0.05 (-0.42%)

  
  *click here for live-chat customer service*

LivePerson has been public for over 10 years and knows the game  ... they went public while the dot-com bubble was bursting.  The CEO has done over 43 quarterly earnings calls.  FAITH in LoCascio!

" ... the entrepreneur should always have the dream of going public, that's the DREAM! ... not of selling."  ~ Rob LoCascio, CEO 

SICK (gross) MARGINS

ROCKY IV.1 ~ $YNDX ~ Yandex NV (Public, NASDAQ:YNDX)

ORIGINAL BUY:  $YNDX @ $18.81

GOOD COMPANY:  LONG w/ @ChartSwingTrade

LONG CALLS:  $GOOG  ... the American Yandex!

BUY ON THE 'OVERSOLD' DIP in $GOOG

       ... there is no tomorrow.

GUESS WHO'S $BAK ?! ~ Braskem SA (ADR) (Public, NYSE:BAK) *

*obligatory first post of 2012.

ORIGINAL IRA BUY:

GOOD COMPANY:

2012 IRA Contribution Limits
If you are under 50 years of age at the end of 2012: The maximum contribution that you can make to a traditional or Roth IRA is the smaller of $5,000 or the amount of your taxable compensation for 2012. This limit can be split between a traditional and a Roth IRA but the combined limit is $5,000.  *IRS.gov

 NEW IRA BUY:  Veolia $VE  

(click chart)

Veolia TV (click here)

SPEC SECTOR PLAYS: Ethanol? $PEIX $BIOF  ... charts look prime'd, yet corn cars are NOT the future.  just speculative ideas for quick buck.

 ... rub my BAK, rub my BAK, rub my BAK!