Earnings journal

Discussion in 'Journals' started by TheBigShort, Jan 13, 2019.

  1. TheBigShort

    TheBigShort

    Out @ 1.65. Nice winner.

    I like the layout market chameleon has. Have you been a long term subscriber with them?
     
    #521     Jun 27, 2019
    Magic likes this.
  2. Magic

    Magic

    The 15 min wait to close hasn't been helping me out these past few trades. Opened net winner but then sailed past my BE. The series is monthly so I might even hold 1-2 days at max to avoid buying back on extended price and elevated vol. Or in best case comes back a bit through the afternoon.

    Edit - Gave me a little back and I took it. Got back to single digit % on risk loss at least.
     
    Last edited: Jun 27, 2019
    #522     Jun 27, 2019
  3. Just been with them a few months. They do have a lot of nice historical option data and filters/screens setup for earnings related trades which I find helpful. However, like any tool, it can be dangerous if not used logically and thoughtfully. For example, they are showing shorting puts in NKE day before earnings has a high win rate (image below) but this is likely not a good trade to do naked even though it may have worked in the past.
    upload_2019-6-27_11-5-15.png
     
    #523     Jun 27, 2019
    Philo Judeaus likes this.
  4. Magic

    Magic

    I looked at NKE briefly. Wasn't motivated to touch it. I think the companies with high liquidity have thinner spreads of implied v. earnings in general. Also concur that one should be wary of the prevalent win % statistics regarding options. Next to useless metric imo; magnitude of the wins and losses is far more important.
     
    #524     Jun 27, 2019
    Philo Judeaus likes this.
  5. #525     Jun 27, 2019
  6. TheBigShort

    TheBigShort

    I am short NKE shares @ 82.45
    Edit* added to position at 83.25

    Avg cost $82.80
     
    Last edited: Jun 27, 2019
    #526     Jun 27, 2019
  7. TheBigShort

    TheBigShort

    Out @ 83.85
    Loss of 1.05
     
    #527     Jun 27, 2019
  8. Magic

    Magic

    Interesting shot at NKE, sorry it didn’t work out for you.

    Interested to see what STZ does at open. If I had more time this afternoon I would’ve looked to see if a long there was viable, looks like it’s hasn’t sustained much premium over the actual historically and market hasn’t really adjusted much.
     
    #528     Jun 27, 2019
  9. Welcome to the thread! I like that attachment, it looks clean. Is that $WBA?

    Do you only do long vol pre-earnings trades? Do you ever short vol going into the event?
     
    #529     Jun 28, 2019
  10. What do you mean by this?
     
    #530     Jun 28, 2019