ima4ltrwrd said: Just saw results... V looks nice for a longer term hold now. CSCO should hopefully creep up in the next week. WFM I was hoping to get a little more action out of, maybe it will creep up in the AM. Still holding to QCOM and DIS. I have DNKN in the AM should get a nice boost in the AM if coffee market is still bullish.
Also disappointed with WFM, earnings double, increased guidance, and down 1%...
ima4ltrwrd said: Just saw results... V looks nice for a longer term hold now. CSCO should hopefully creep up in the next week. WFM I was hoping to get a little more action out of, maybe it will creep up in the AM. Still holding to QCOM and DIS. I have DNKN in the AM should get a nice boost in the AM if coffee market is still bullish.
Got in yesterday with a couple of CSCO calls, I hope they creep up as you say. I am currently deployed so I was unable to watch the up and down, good for me. Just started with ETrade , so I have some free trades to take advantage of this late earnings season. Thanks for all the info here, been lurking a while.
CALL CSCO 04/21/12 22 CISCO FOR .30 CALL CSCO 03/17/12 22 CISCO FOR .20
Just saw the DMND news, very tempting to see if there is any rebound. If they payments were simply booked in the wrong periods, should that warrant such a drop?
ima4ltrwrd said: Just saw the DMND news, very tempting to see if there is any rebound. If they payments were simply booked in the wrong periods, should that warrant such a drop?
Pringles is all but dead. Stink normally goes deeper, or atleast that is the fear.
DavidScubadiver said: I am hoping ATVI at least gives good guidance. I own 2000 shares for almost a year now (1 week shy). No analysis. Just a lot of hope. Am glad my position is well into the green but want it greener.
ehhh ATVI has been range bound for like 3 years, it bounces between 10-13 ish, it's broken higher/lower a few times. EA has had much more action. It's a shame too because i like a lot of ATVI stuff. the stock though, just is ehhh.
anyone got any thought on playing PFCB? the restaurants i think had a good quarter, and it got hammered last year. lately it seems like there's been a trend of beat down flyers surprising on the upside.
ima4ltrwrd said: Just saw the DMND news, very tempting to see if there is any rebound. If they payments were simply booked in the wrong periods, should that warrant such a drop?Since it was cash out it means that the payments are sitting on the balance sheet as an asset or contra-liability. If they write that off it'll go to their bottom line and wipe out half their EBITDA. If this was a one time thing then a 50% haircut would bring them to 5x forward EBITDA which would be a great valuation.
We have to better understand this payment though to make sure it's not a recurring item.
Edit: upon reading more up on it, it sounds like just shifting of earnings from period to period meaning their B/S is (or I should say "should be") clean. I may take a gamble out of the gate with the options that expire this Friday.
JAN 13 20 strike calls may be the way to go. Perhaps I'll take a look at those. My guess is that they'll be priced ridiculously. The other option would be to sell Feb 20 strike puts. The premium should be reasonably high. Either way, it needs to be done at the open.
kantscholar said: JAN 13 20 strike calls may be the way to go. Perhaps I'll take a look at those. My guess is that they'll be priced ridiculously. The other option would be to sell Feb 20 strike puts. The premium should be reasonably high. Either way, it needs to be done at the open.Not to sound like a fortune teller, but my plan is to buy out of the gate the Feb 10th calls and flip them by mid day, and when vol drops and/or dead cat bounce fades into tomorrow buy the Jan 2013 calls.
My guess is that those Jan 2013 calls are going to be priced around $8-10 each if it opens around $22. I can't imagine it's worth it. I wonder if the better play is doing something that I wouldn't normally do--sell non-front month puts. Something like the March 20 puts. That's close to the 30-day window that I like to sell in and they'll be juiced with all of the movement. My guess is that you could sell the 20s for at least $2, if not more.
kantscholar said: My guess is that those Jan 2013 calls are going to be priced around $8-10 each if it opens around $22. I can't imagine it's worth it. I wonder if the better play is doing something that I wouldn't normally do--sell non-front month puts. Something like the March 20 puts. That's close to the 30-day window that I like to sell in and they'll be juiced with all of the movement. My guess is that you could sell the 20s for at least $2, if not more.
Selling puts sounds like a bad idea. If the company goes bk you are screwed. We have to figure out best play here. It might just be the simple way.... Buy the stock.
Interwebs said: The company is being investigated by the U.S. Securities and Exchange Commission over the accounting. In addition, the Wall Street Journal on January 12 reported that U.S. prosecutors have launched a criminal inquiry.
The announcement Wednesday is the latest shock to Diamond investors since the probe over payments was announced in November. Adding to the cloud over the company was the suicide that month of Diamond board member Joseph Silveira, who was on the audit committee but rescued himself from the probe since he was president of a firm that manages walnut-growing properties.
umcsom said: Interwebs said: The company is being investigated by the U.S. Securities and Exchange Commission over the accounting. In addition, the Wall Street Journal on January 12 reported that U.S. prosecutors have launched a criminal inquiry.
The announcement Wednesday is the latest shock to Diamond investors since the probe over payments was announced in November. Adding to the cloud over the company was the suicide that month of Diamond board member Joseph Silveira, who was on the audit committee but rescued himself from the probe since he was president of a firm that manages walnut-growing properties.
WOW. Best play maybe to do nothing.
Wow. Yuck. Accounting irregularities = sell. But even if there was massive fraud and book-cooking, I'm not sure a 50% haircut is justified. I doubt they're going to go bankrupt. They're not some fly-by-night tech company with no assets and no business.
kantscholar said: umcsom said: Interwebs said: The company is being investigated by the U.S. Securities and Exchange Commission over the accounting. In addition, the Wall Street Journal on January 12 reported that U.S. prosecutors have launched a criminal inquiry.
The announcement Wednesday is the latest shock to Diamond investors since the probe over payments was announced in November. Adding to the cloud over the company was the suicide that month of Diamond board member Joseph Silveira, who was on the audit committee but rescued himself from the probe since he was president of a firm that manages walnut-growing properties.
WOW. Best play maybe to do nothing.
Wow. Yuck. Accounting irregularities = sell. But even if there was massive fraud and book-cooking, I'm not sure a 50% haircut is justified. I doubt they're going to go bankrupt. They're not some fly-by-night tech company with no assets and no business.
Neither was Enron. This sounds like tip of iceberg. That 80 mill is not enough to make someone off themselves. This goes much deeper I bet.
LeapFrog Enterprises Inc (LF) reports tomorrow. They had the Leappad Tablet that was the hot item this Christmas. It was sold out even weeks after Christmas. It has had a big run up since January and is at a 52 week high but I am thinking they will report well. Anyone agree?
corporateclaw said: Thoughts about blizzard for tomorrow? I spend a lot of time on video game forums and MW3 does not seem to be particularly well-received (obviously the sales crushed all the other games, but I don't know that it sold as well as it was expected to). I'm thinking the WoW numbers probably drive their reports usually, and I don't know anything about that (and/or to what extent DIII will have on anything). Top notch analysis there, corporateclaw.
EDIT: FWIW, I sell a lot of video games on CL and was expecting to rake money with MW3 and basically did not even sell a quarter of what I was planning to sell. I'm not sure if that is people pre-ordering elsewhere or what, though. But I sold more of, for example, Forza 4 than I did MW3.
They do note that there is normally an uptick around the holidays, but I don't think the new content released this fall was a huge hit so I'm not sure they will see the subscriber recovery they normally do for Q4. Combined with the release of the recent Star Wars MMO which likely drew some subscribers away, at least temporarily, it could be a disappointing quarter. They raised guidance above estimates at the last earnings release in November, but the stock declined anyway it looks like. If they miss that raised guidance, it could be a big drop. I will look to buy ITM puts before the close today.
Also, you mentioned D3. I also think it will be big, but it also isn't coming out until at least Q2. The first volume of Starcraft has been out over a year and the 2nd is still TBA; my guess is D3 will come out in May/June and the second starcraft volume will be out late summer.
I wouldn't be surprised if this thing bounces back to $30 in the next couple days. The more I read, it sounds like this stuff was more expected. It's purely timing of expenses, not hiding it on the balance sheet.
KeyBanc said Diamond Food's FY11 earnings power is $1.80 in a worse case scenario and that fair value in a potential break-up is $44 per share. Shares are Hold rated.
jkimcpa said: I wouldn't be surprised if this thing bounces back to $30 in the next couple days. The more I read, it sounds like this stuff was more expected. It's purely timing of expenses, not hiding it on the balance sheet.
KeyBanc said Diamond Food's FY11 earnings power is $1.80 in a worse case scenario and that fair value in a potential break-up is $44 per share. Shares are Hold rated.
Already up 4% from the open... hopefully by the end of the day it will justify my getting up early (yawn).
TiVo(R) HD DVR Available Nationwide From DIRECTV TiVo and DIRECTV Back Together Again
ALVISO, CA--(Marketwire -02/09/12)- TiVo Inc. (NASDAQ: TiVo - News), the creator of and a leader in advanced television services including digital video recorders (DVRs), announced today the nationwide availability of the TiVo® HD DVR from DIRECTV, which enables DIRECTV customers to once again enjoy the world-famous TiVo service seamlessly integrated with their DIRECTV service.
"DIRECTV customers nationwide can now experience the TiVo HD DVR from DIRECTV, which combines TiVo's award-winning user interface with DIRECTV's great lineup of HD programming," said David Sandford, Vice President, General Manager of TiVo's service provider business. "With the introduction of this product, DIRECTV customers can again experience TiVo's gold-standard interface, easy-to-use peanut remote and Swivel™ Search feature, which allow users to effortlessly find their favorite shows in HD across television and on DIRECTV CINEMA."
Easily set Season Pass Recordings that will automatically record all of a user's favorite shows each week so they'll never miss an episode Create WishList® Searches, which allow users to set up automatic recordings for TV shows and movies based on keywords -- such as their favorite actor's name, sports team or personal interest Take advantage of the TiVo Suggestions feature which intuitively discovers users' favorite shows and automatically, records similar shows Effortlessly find their favorite shows in HD across television and on DIRECTV Cinema Record up to 100 hours of HD programming or 400 hours of SD shows Record two shows at once Access more than 7,000 on-demand movies and shows at no extra charge
"We are pleased to answer the call of TiVo fans by making the new TiVo HD DVR from DIRECTV available nationwide," said Tony Goncalves, senior vice president, Product Management, DIRECTV. "DIRECTV has a long-standing reputation for offering our customers the best in advanced programming and services and they now have even more DVR options with this new TiVo-enabled platform."
This nationwide announcement follows TiVo and DIRECTV's initial ten-market deployment this past December. Customers can learn more about the TiVo HD DVR from DIRECTV or order now by visiting www.directv.com/tivo.
DIRECTV is the latest entertainment service provider to deploy TiVo offerings to their customers. Other deployment partnerships in the U.S. include Charter, RCN, Suddenlink and Grande Communications, and European operators include Virgin Media, the largest cable operator in the UK, and ONO, the largest cable operator in Spain.
Here are some of the major companies reporting after hours today! Activision Blizzard (ATVI), Expedia.com (EXPE), LeapFrog (LF), LinkedIn (LNKD), Nuance (NUAN)
BilldaCat said: skeemer said: Exited V calls from yesterday for a 75% gain. Any other earnings today that anyone is getting in on?
I almost got out at 4.40, didn't fill, and the stock was 113.00 at the time. now the stock is 114.30, and the call price is 3.25. a little confused.
exited at 4. want to make sure i get my profits, since the stock seems to be settling in at the mid 113s.
The stock ticked into the 114.90s and the calls were going for 2.80ish, so I set a limit for $3 and took a phone call. It then traded down below 113 for awhile before jumping up and down for about 20 min. Right after I sold for $2.50 it shot up again, so I missed out on a bit. Oh well, can't complain about a 75% gain since 3:30 yesterday
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