The Shorting of Frauds, Overhyped and Bankrupt Stocks Journal

Discussion in 'Journals' started by Daal, Jun 8, 2012.

  1. selling some vnda here with a stop at 14
     
    #701     Jun 11, 2013
  2. Daal

    Daal

    EBIX reminds me of TEA. I should have made a lot of money betting against the deal (GS isn't as stupid as SBUX). I didn't.
    I did put a long-term short today after open. Not as attractive as betting against the deal (since the squeeze risk was much limited before) but still it might work out
     
    #702     Jun 21, 2013
  3. Daal

    Daal

    Just had to cover here at 8.30ish. Daily chart looks oversold (great new pattern like situation) and short interest is high. Bounce risk is increasing a lot. Not seeing major panic selling yet but I will take safe profits. If it tanks more I will make money in the long side anyway (I will buy a huge panic)
     
    #703     Jun 21, 2013
  4. covered half of vnda here for +4
     
    #704     Jun 21, 2013
  5. Quiet here.
    I shorted some TEAR at 13.25 and XONE at 71 area
    Read analysis by people smarter than me that they are dogs :)
    Shorting some TLT here at 105 for longerterm, looks like beginning of a bear market for bonds, so this trade could last a while
     
    #705     Aug 30, 2013
  6. Daal

    Daal

    Shorting NQ puts could be a potentially interesting BEARISH and bullish play at the same time. If they halt this thing, the Nov 18 puts are likely to expire worthless (it takes quite a while for a stock to trade again), if the stock squeezes you bank. IV is off the charts
    I'm considering this play

    Worst case scenario is the stock goes to $0 by Nov 18 (super unlikely) and you lose, but that IV compensates you for that by quite a bit
     
    #706     Oct 28, 2013
  7. Daal

    Daal

    LPH took MONTHS to come back after the NYSE halted it and refused to unhalt, the SEC issued a suspension and the stock now trades on the grey sheets
    I believe the odds of SEC action by Nov 18 is already low (they need to investigate and that takes time), but even if they do that is GOOD for a put seller. If stock don't trade the OTM options will expire worthless.
    Of course, if the stock squeezes, (which is way more likely than SEC action in that time period), the put expires worthless as well
     
    #707     Oct 28, 2013
  8. Daal

    Daal

    The last three MW china frauds were total flops for shorts (I know because I lost money on them), FMCN (bought out), FISN (bought out), EDU (rumored to have a buyers, squeezed like crazy). Shorting NQ at $8 is like shorting HLF at $30, you are hoping for government action during a crowded short trade and panic, usually that's a bad idea

    The fact that the puts bank even on gov action makes me think it is a good trade
    Risk: funds continue to liquidate and the new equilibrium price is something like $5-$6. That's why it is important to choose the strike and day to short well

    Just watching now
     
    #708     Oct 28, 2013
  9. Daal

    Daal

    At $6 the puts I was considering (Nov $8) would break even (I almost shorted them at $2, now they are lower)so even in the bad scenario, it ain't so bad
     
    #709     Oct 28, 2013
  10. jb514

    jb514

    So what happens to the options if they halt NQ for a long period of time? I like the short put idea. I think the odds of a squeeze are decent and the vol looks pretty good
     
    #710     Oct 28, 2013