Week 5 LiveRocket Turbo - Down 4.3%
It's all about the options - and they aren't helping right now.
This is the most volatile set of stocks that I own. And right now, they are showing it.
I am looking at going on margin and buying puts on consumer durables companies.
AMX Up ~5%
BMHC Puts (Dec $25) - Flat. BMHC's resilience in the face of all this negative news surprises me. Look at the housing market crash starting in SOuthern california http://www.marketwatch.com/News/Story/Story.aspx?guid=%7b94D96D13-8ACC-4C4F-B387-257E70390D0B%7d&siteid=yhoo&dist=yhoo
DO Down 5%
GRP Down2%
JNPR Puts Oct $14 - Up 9%
NUAN Down 8%. Erasing last week's 6% gain
STX Flat
TIE Calls - Down 20%
TTI Down 3%
ZOLT Down 5%
ZRAN Down 7% part of thr semiconductor hit
TRID Calls (Jan 22.50) Down 20% TRID Calls are killing us. I am willing to wait, but am not happy.
This is the most volatile set of stocks that I own. And right now, they are showing it.
I am looking at going on margin and buying puts on consumer durables companies.
AMX Up ~5%
BMHC Puts (Dec $25) - Flat. BMHC's resilience in the face of all this negative news surprises me. Look at the housing market crash starting in SOuthern california http://www.marketwatch.com/News/Story/Story.aspx?guid=%7b94D96D13-8ACC-4C4F-B387-257E70390D0B%7d&siteid=yhoo&dist=yhoo
DO Down 5%
GRP Down2%
JNPR Puts Oct $14 - Up 9%
NUAN Down 8%. Erasing last week's 6% gain
STX Flat
TIE Calls - Down 20%
TTI Down 3%
ZOLT Down 5%
ZRAN Down 7% part of thr semiconductor hit
TRID Calls (Jan 22.50) Down 20% TRID Calls are killing us. I am willing to wait, but am not happy.
posted by Andrew at
2:39 PM
1 Comments:
Not really a direct portfolio question -- but what do you think about Cisco over the next couple of months, given the weakness it has shown the past week, given Lucent's warning and analysts' take on JNPR and their admitted slowing growth? Kindly enlighten :)
Is this just the seasonal weakness?
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