Earnings journal

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

  1. TheBigShort

    TheBigShort

    @srinir looks like a busy week for us. I have 20 names to look through today. Current earnings positions (MCD is a currency hedge and I am short half of my Vega using SPY in my RBC account)
    20190122_074616.jpg
     
    #61     Jan 22, 2019
  2. srinir

    srinir

    Currently I do not have any earnings position. I am looking at IBM,ZION, ABT from short side and UTX from long side.

    I have to go somewhere in the afternoon, will buy straddle for UTX and sell straddle or Bfly for shorts. UTX slightly undervalued from my calc, not much. Last friday KSU was a big winner from long side. Too bad for me, I hesitated to pull the trigger.
    Edit: IBM
     
    Last edited: Jan 22, 2019
    #62     Jan 22, 2019
  3. srinir

    srinir

    Filled on ABT short (2.59) and partial UTX long straddle @ 3.68. Abandoned IBM and ZION short
     
    #63     Jan 22, 2019
  4. TheBigShort

    TheBigShort

    I cant find any longs today! In my opinion the premium is really rich across the board.
    IBM looks fairly priced to me. What do you have as the implied move for UTX? I have it at 2.8%

    Names I will be shorting today. ABT, IBKR, AMTD, ZION, CMCSA, KMB, TEL.
    I noticed that vol ramps up last 30 min of trading going into earnings (liquidity really vanishes) and I always get a better fill at that time (if short).

    Will post fills
    Edit*ABT
     
    Last edited: Jan 22, 2019
    #64     Jan 22, 2019
  5. TheBigShort

    TheBigShort

    Hate to be taking the other side of you here, but short the UTX 102/111 111/118 synthetic fly for 3.65. I hope you are right as I only have a small position.

    Waiting for fills on others
     
    #65     Jan 22, 2019
  6. TheBigShort

    TheBigShort

    Wow just got filled on everything 10 seconds into the close.

    Screen Shot 2019-01-22 at 4.02.23 PM.png

    Spreads were to wide in the flys, had to do synthetics.
     
    #66     Jan 22, 2019
  7. srinir

    srinir

    Agree. Unfortunately I am usually busy with other things in the afternoon.
     
    #67     Jan 22, 2019
  8. srinir

    srinir

    Just got back, I had at 2.9%
     
    #68     Jan 22, 2019
  9. srinir

    srinir

    Snap25.png
    I had standing buy order of UTX, since closing price had moved away from straddle price of 112. It got executed pre morning.
     
    #69     Jan 23, 2019
  10. srinir

    srinir

    Snap26.png

    Sold partial @ 115.80 +4.9
     
    #70     Jan 23, 2019
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