Indices are mixed after being UP @ open.
S&P 500 @1799.54, high 1802.33
Internals are mostly positive.
Oil Down 84 cents
Gold Down $14.30
Canadian $ UP 9 tick @ 95.88
VIX UP 3.04% @ 12.56
In my portfolio :
Bought TSL @ $16.74
Portfolio FNSR LNKD SINA TSL
Exposure 108%
Most stocks are UP
@ 2.09 following are red :
LNKD SINA AMZN NFLX FB KORS TSLA
QIHU AAPL YELP TWTR CIEN DNKN
CMG EBAY YUM FFIV V PCLN
FSLR ARUN LRCX SNDK
AMCC PANW M SBUX
X SLW EGO GG AEM
JCP CSOD MGA
BBRY WLT Z
TRLA RALY
MLNX....
TSL reports before open Tuesday :
Expectations are Q3 Sales $472.92 Million, EPS Loss 14 cents
Guidance Q4 Sales $474.78 Million, EPS loss 2 cents
Conference call @ 8 AM Tuesday
TSL used to be the-best operating Solar company but it has fallen behind to JKS & CSIQ, Can it move UP again as the leader....conference call, Q3 results plus Q4 guidance can set the tone going forward.....
BLOG does NOT give buy or sell.
Saleem
6 comments:
Hey Saleem,
ARUN is getting absolutely crushed today. There was a large put buyer early today but I can't find any other information. It had some premarket trades down $0.50 or so also, so there's something out there I think...
Stocktrader
Hi Stocktrader,
Someone on ARUN board is writing that Wells Fargo Analyst had negative comment....
Saleem
Hi Stocktrader,
Sold LNKD @ $222.06 & put entire proceed in TSL @ $16.10.....
Portfolio FNSR, SINA & TSL....
Saleem
Hey Saleem,
Wow! Good luck tomorrow morning! :)
Stocktrader
Hey Saleem,
Thanks for the tip. I checked earlier in the day and no one had mentioned it yet. I got the information now.
I was concerned about my lack of insight into guidance, and the analyst basically reached right in and highlighted that. At this point, much of the bad news is discounted I think. It would be difficult to decide to sell now...a speculative position it will remain through earnings.
Stocktrader
Hi Stocktrader,
Please check put buying stat about ARUN in www.scheaffersresearch.com
They highlighted this in their market wrap email to me.
Saleem
Post a Comment