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