Wednesday, September 27, 2006

Excellent Call buying opportunity

While just going through the list of stocks that I follow, I have stumbled upon this really strange options situation.

Accenture reports tomorrow. The October and Novemeber $25 calls are trading at no premium. Stock is at 29.3 and the October and November call is trading at 4.3 to 4.4. So then the question is if the earnings are expected to be really bad and so the calls are suddenly trading cheap. The Options Interest is really low and so no that can't be the case. I mean if the earnings are bad then so be it but it's not the expectation currently going by the open interest on the calls or puts.

The biggest connundrum is how can the same strike price option for 2 consecutive months trade at the same level.

Got to buy it at this point!!!!

Wednesday, September 20, 2006

Icahn got 33% seats on Imclone board

Interesting news on IMCL. Icahn might have something in the pipeline for all you know. Note: He hasn't always made smart decisions. Remember BBI where he bought in at 8 - 9 bucks and tried to change the company.

Anyway Imclone is a good company with really bad leadership. They made some really poor investments (check out their balance sheet). Icahn hopefully will change all that.

Sunday, September 10, 2006

Stock Sharks

Stock Sharks

Macs run Vista better than a high end Sony Vaio?

http://messages.finance.yahoo.com/Technology/Computer_Hardware/threadview?m=tm&bn=60&tid=929351&mid=929351&tof=143&frt=2

http://www.computerworld.com/action/arti...d=9003111&pageNumber=1
Amazon top sellers (from another Yahoo post)

Here are some of my observations. What is AAPL selling this quarter. I always check Amazon.com top 10 list in different categories.Lets see, as of 7/7/6, 9PM.

1. http://tinyurl.com/m27vt...
Top sellers, Top 10 list Laptops & Notebooks. #1, Macbook, #2 Macbook, #5Macbook, #8 iMac 20", #10 MacPro, #16 Macbook Pro, #18 Macbook Pro, #20 iMac, #26 Mac Mini, #34 iMac, #35 Mac Mini, #43 Mac Book Pro, So, Apple has 5 products in top 10 positions. Total 8 Products in top 25.This is why Aapl will go to $86 next friday. Definately will Split the stock in October. And then you all know what happens with the January Numbers and MacWorld announcements.

2. Go to aaple.com, go to store, MacBooks are backorder 5-7 days. Translation==HIGH DEMAND

3. Software, Top Sellers. #1 Apple .Mac 4.0, #18 Apple iLife 06

4. Electornics, Top Sellers. #2 30GB iPod, #6 60 GB iPod, #9 4GB iPod Nano, #12 1GB Nano, #18 30GB iPod, #21 2GB iPod Nano. This is only Top 25. 6 items belong to Aaple. This is why Aapl will go to $86 next friday.

Stock Sharks

Stock Sharks

http://maryjaneskibum.com/2006/09/07/apple-ipod-camer a-phone-coming-out-and-a-cell-phone

AAPL might use a 2 MP image sensor from Omnivision in their iPhone. Seems like very few phones today use 2MP.

CKCM bought out for $22.5

I think they sold out cheap but hey it's a profit for most of us buying it under 17 bucks.