All Forums | Investments

July/August earnings season

...
Participants:
Search model icon
Views: 2324
Posts: 139
 
Covers Linesmen
Participation Meter
Joined: Feb, 2003
Posts: 57197
Posted: #1
Post thoughts on trades for companies with earnings in the next month..

Include any price targets, options views, earnings thoughts...anything relating to making some coin with earnings.

I see that INTC got hit, not enough juice there to make any scratch.

In my view the way to play earnings is on higher beta stocks who have prices high enough that they will move one way or the other with the earnings hit or miss..
 
Captain
Participation Meter
Joined: Aug, 2006
Posts: 5998
Posted: #2
I don't what the earnings will be on the 25th but CKSW which I found out about on this forum is on a tear got in end of last week at at 5.20 hitting 6.50 now
 
Veteran
Participation Meter
Joined: Feb, 2006
Posts: 3392
Posted: #3
Cheeze... we have TheBest to thank for that one.  i got in at $4.60.  and TheBest believes that it will hit 10 after earnings.  here's thanking him
 
CSKW  to the moon
 
Banned
Participation Meter
Joined: Jun, 2002
Posts: 6535
Posted: #4
i'm on google tonight also. i bought shares not calls.
 
Captain
Participation Meter
Joined: Aug, 2006
Posts: 5998
Posted: #5
Quote Originally Posted by TheBest:

i'm on google tonight also. i bought shares not calls.
 
 
Covers Linesmen
Participation Meter
Joined: Feb, 2003
Posts: 57197
Posted: #6
GOOG is tomorrow fellas...thursday night


 
Prospect
Participation Meter
Joined: Sep, 2006
Posts: 328
Posted: #7
Here are a few..
 

MTSN   $11.29     7/25   4.76

ASTSF  $14.37     7/25   3.79

AEIS     $24.12     7/25   3.68

WFR     $59.94     7/25   3.33

LRCX   $59.98     7/24    3.24

MKSI   $27.30      7/26   3.02

 

Like aeis but not much volume on the contracts.

 
Prospect
Participation Meter
Joined: Sep, 2006
Posts: 328
Posted: #8
The above were screened by semi equipments, here are some semi by beta, volume, price and announcements.
 
ATHR, 4.74  7/23
NVDA, 4.03  7/26
 
these ones are 7/19
CY 3.10
IRF 2.75
FCS 2.60
XLNX 2.36
BRCM 3.19
 
Too many others and my copy paste wont work.
 
NETL 7/24  I kind of like this one AUG 30. 
 
Banned
Participation Meter
Joined: Jun, 2002
Posts: 6535
Posted: #9
jeez i heard ibm all day and i liked it but didn't pull the trigger its now up 4 dollars after hours.
hopefully goog will be strong
 
Prospect
Participation Meter
Joined: Sep, 2006
Posts: 328
Posted: #10
Can't wait to see what goog does......should be exciting as usual.
 
Covers Linesmen
Participation Meter
Joined: Feb, 2003
Posts: 57197
Posted: #11
Grinder,

You gonna straddle GOOG tomorrow?
 
Covers Linesmen
Participation Meter
Joined: Feb, 2003
Posts: 57197
Posted: #12
GOOG straddle is wayyy to expensive.

The smartest play might be to go long the calls or puts for August if we think the move is muted for expiry..or go deep in the money on both sides and look for a reasonable but smaller return.

Sorry about IBM, I will never play that stock..my hatred for IBM goes back 10 yrs in the market..
 
Prospect
Participation Meter
Joined: Sep, 2006
Posts: 328
Posted: #13
ws,
 
Was looking at doing this:
 
550 put w/ 560 call but debit of $2400 seems kind of steep. 
 
I would rather do this but can't:
 
Sell goog short and buy the 550 calls, seems like it would work better.
 
I'm gonna sit this one out, I just cant beleive the price of these premiums.  Even something as ridiculous as even seeing volume on the 630's 640's 650's 100 points out of the money and expire in 2 days is mind boggleing.!!
 
Covers Linesmen
Participation Meter
Joined: Feb, 2003
Posts: 57197
Posted: #14
Grinder,

I might toss in a small straddle for action later tomorrow if the stock is flat or near a strike and the premium starts getting sucked out.

You do any others this earnings cycle? I think next week will be bigger and we will have more candidates.

I wanted to comment on your list..we need stocks over 30 bucks, preferably over 50 with high betas..these stocks like INTC and JNPR etc make lousy straddles because you need 15% moves to even break a profit..not worth it.


 
Prospect
Participation Meter
Joined: Sep, 2006
Posts: 328
Posted: #15
FFIV and ATI reports on 7/25
 
I think we talked about ffiv last time and missed it. 
 
By the way, check out TINY.  Pretty interesting along the lines of the Nanos you were talking about yesterday.  This company buys them up and has a "portfolio" of them.  Pretty cool. 
 
Also, regarding this company I think you mentioned here is a good read.  https://biz.yahoo.com/e/070716/octl.pk10qsb.html
 
Covers Linesmen
Participation Meter
Joined: Feb, 2003
Posts: 57197
Posted: #16
Grinder,

TINY is my favorite NANO pure play..I watch it from time to time and in fact I am positive I have said more than once that TINY is my top nano play compared to others like NGEN or ALTI etc..

I think our discussion earlier is about solar nanos which are very rare and I tried searching last week with very little luck, but I have been busy this week and havent had the chance to get around to it.

FFIV is a definate play, as AMZN at this price level..as is RIMM at this price level..we need to get cracking, next week is when things start to take off..

Tough thing with TINY is they arent making money and at 500k they will need to float in the future..stock really sucking wind lately, but at 2X book it is probably safe to dip your toe in the water.


 
Prospect
Participation Meter
Joined: Sep, 2006
Posts: 328
Posted: #17
akam reports too im bearish on that one.  report 7/25..if I can get 50 august puts a little cheaper I may pull the trigger. 
 
Banned
Participation Meter
Joined: Jun, 2002
Posts: 6535
Posted: #18
grinder why are u bearish on akami please explain i have alot of money there and made alot so want to know your reasoning
 
Banned
Participation Meter
Joined: Jun, 2002
Posts: 6535
Posted: #19
lrw cash money
 
Legend
Participation Meter
Joined: Nov, 2002
Posts: 56157
Posted: #20
Quote Originally Posted by Gunners:

Cheeze... we have TheBest to thank for that one.  i got in at $4.60.  and TheBest believes that it will hit 10 after earnings.  here's thanking him
 
CSKW  to the moon
 
symbol not found????
 
Banned
Participation Meter
Joined: Jun, 2002
Posts: 6535
Posted: #21
its cksw clicksoftware.
 
Legend
Participation Meter
Joined: Nov, 2002
Posts: 56157
Posted: #22
THanks
You like it??
 
Legend
Participation Meter
Joined: Nov, 2002
Posts: 56157
Posted: #23
The stock has had a huge run up last month. 
 
Banned
Participation Meter
Joined: Jun, 2002
Posts: 6535
Posted: #24
target is 10 if bought out maybe 15
 
 
Banned
Participation Meter
Joined: Jun, 2002
Posts: 6535
Posted: #25
also i have made a ton in nm and exm
recommend these on a bullback and i stress pullback.
All Forums | Investments
About Us
Contact Us
Careers
Our Team
Brand
Testimonials
Betting Guides
Sportsbook Reviews
Sports Betting News
Podcasts
Responsible Gaming
Sports Betting
US Betting Sites
Canada Betting Sites
Canada Casinos
Best Betting Apps
Contests
Streak Survivor
King of Covers
Ultimate Race
Office Pools
The Covers community has
618,670
lifetime members worldwide
Covers 25 Years Logo Established in 1995,
Covers is the world
leader in sports
betting information.
Site Map Help Privacy Terms of Service youtube logo facebook logo twitter logo instagram logo linkedin logo google news logo
Covers is verified safe by: Evalon Logo GPWA Logo GDPR Logo GeoTrust Logo Evalon Logo
Copyright © 1995 - 2025 CS Media Limited All Rights Reserved.

If you choose to make use of any information on this website including online sports betting services from any websites that may be featured on this website, we strongly recommend that you carefully check your local laws before doing so.It is your sole responsibility to understand your local laws and observe them strictly.Covers does not provide any advice or guidance as to the legality of online sports betting or other online gambling activities within your jurisdiction and you are responsible for complying with laws that are applicable to you in your relevant locality.Covers disclaims all liability associated with your use of this website and use of any information contained on it.As a condition of using this website, you agree to hold the owner of this website harmless from any claims arising from your use of any services on any third party website that may be featured by Covers.