GOOG today

Discussion in 'Stocks' started by Walther, Jan 9, 2006.

  1. hajimow

    hajimow

    I could see all the activities in GOOG. First they pushed it high to sell it and now downgrades will follow. Revenue increase is not linear with earning increase at all. Revenue will increase 82% while earning will be up only 52% !!!. Even with the highest estimate and double P/E of YHOO , GOOG is overvalued. Wait for the huge drop. By the way, GOOG is an excellent company . Just overvalued.
    Buy GOOG 370 PUT APRIL at $3.
     
    #151     Apr 12, 2006
  2. 1 1/2 weeks to expire, now there is putting money where your mouth is.
     
    #152     Apr 12, 2006
  3. thirst

    thirst

    Why don't ya take your money to vegas? Do you not notice how relatively strong the googster is? I'd put up 25 cents that goog is gonna close green today. =)
     
    #153     Apr 12, 2006
  4. I like this call...but for me it's a bit early actually.

    GOOG trades in the 350's when it opens on the 21st...day after earnings.

    I'm taking all my click fraud profits and buying puts:D
     
    #154     Apr 12, 2006
  5. hajimow

    hajimow

    Why don't ya take your money to vegas? Do you not notice how relatively strong the googster is? I'd put up 25 cents that goog is gonna close green today. =)

    I don't say GOOG is weak now. I agree with you that it is relatively strong. The reason is that some traders are daytrading it and some investors have not got their lesson not to buy stock just in the hope of big run up after the earnings. What I am talking about is the valuation. Things can change in minutes. Now 406, half an hour later 356!!!. (Agian I am not predicting it will go to $356 in half an hour).
    You won't have this problem with INTC.
    Another overvalued stock which I went short from $71 is AAPL. It can easily go below $60.
    Another one is RMBS. The best play with RMBS is to short the stock and then sell PUT 40 for April. Chance of %10 profit in 8 days. PUT will give you good cushin if the stock goes against you
     
    #155     Apr 12, 2006
  6. WAWTU31

    WAWTU31

    I am just beginning to buy/sell options and I am thinking of putting on a Put Condor trade. Any suggestions on which options look good?
     
    #156     Apr 12, 2006
  7. thirst

    thirst

    wow haij, you are setting yourself up for some trouble. You can trade the underlying this way, but if you are playing the options this way, you are just going to get killled on premium. INTC has gone down since the day you've called for it to go up. AAPL is merely consolidating it's gains. I bought AAPL at 60 and sold it at 65, thereabouts.... and am thinking of buying it again. The point being, going against the market isn't going to be making you a lot of money. You can eventually get lucky and your call FINALLY be right, but if you are trading on fundamentals with options, you are going to be losing a lot of premium value - i do hope you get lucky and make out okay.. But your posts are valuable though, I just do the opposite of what you say =) (sorry just had to post this comment)

    Good luck.
     
    #157     Apr 12, 2006
  8. thirst

    thirst

    So
    GOOG is up since then (I think around 4-5%?)
    INTC is down (2%)
    TXN wow this one was the right call, its down about .1% or so
    XLNX THIS one is ALSO right.. its up about .1%

    But each of these options plays would have probably lost 25-40% on average... =/ due to time value eroison mostly. 2 weeks is almost up...
     
    #158     Apr 12, 2006
  9. INTC was very weak yesterday,

    Looks dangerous,


    -Stacy
     
    #159     Apr 12, 2006
  10. hajimow

    hajimow

    I bought INTC at 19.64 and sold Call 20 at 0.4 and I am waiting. Do you call this trade extremely dangerous and buying AAPL at 68 safe? Please tell me what you do, I would also like to take the other side:p

    Covered my 28 naked PUT for XLNX 27.5 at 1.15 and shorted again at 1.25. I could do it at 1.30.
    I will buy XLNX if it hits 26.20 again.
     
    #160     Apr 12, 2006