Thursday, July 21, 2011

Front Month OTM Call Options.

Just saw another person blowout on some front month OTM call options.  Be careful out there!

Tuesday, June 21, 2011

Greek Bailout

Will the second bailout of Greece buy enough time for its orderly exit off the Euro?

Thursday, May 19, 2011

LNKD - LinkedIn IPO - The rules of an IPO.

  1. Don't let your best & biggest clients who you let take part lose money.
  2. Create hype and scarcity by only floating a tiny portion of the company.
  3. Can't borrow the shares to short yet.  (Next Tuesday shares become available to borrow).
No surprise LinkedIn jumped 109% today.

Wednesday, May 18, 2011

OCZ Technology - Buy

I am confident in a future where solid state drives (SSD) replace hard drives. OCZ Technology is a pure play on this sector. Current fiscal year (FY2012) guidance is for $300-330M in revenue (+60-75% y/y). Current share price 6.50, buy.

Monday, April 5, 2010

CNBC - DeVry CEO?

CNBC, why do you put the CEO Daniel Hamburger of DeVry on tv as an expert on education and jobs?

DeVry is a "degree chop shop" designed to help generally under performing students attain the maximum amount of student loans, which in turn is paid to DeVry for an education with a reputation for getting your resume into the trash pile.