Talking stocks, trading, and investing in general

[jhilly8982]

Originally Posted by 2Redbulls

I scalp on a daily basis and have been focused on 30 Year bonds (/ZB). Aways shorting...

Unless the volume comes back into the derivatives markets in the next couple of weeks, then I would be very nervous to stay long. We're at record highs with almost record low volume. Liquidity has gone down....something is up.

I trade 30 yr options, the coming months will prove to be interesting. Low rates cannot go on forever, it will have severe long term consequences like Japan's lost decade(s)

Historically, or better example, 2002-2006 in a rate change environment, specifically rising, the 2yr and 5yr yields converge and move closer to the 10yr. The 30 year remains unscathed as long term adjustments will be priced in.

So I am guessing the down move will be gradually priced in, should provide for some good scalping. Just a guess. Also consider the biggest one day move in 10yr was 5 points and 7 points in 30yr. (1st QE)
and that was uncharted territory as far as policy was concerned.

As for the expected rate hike of .25% in 2015, not knowing what the DVO1 of the 30yr is specifically, (guessing $158ish last time I checked) at .25% rate hike would lower the bonds close to 5 points. So look for that to gradually come.

[BNA/LION]

I like this topic and thread... Still BULLISH on ASPX! Made a lot of $'s in/out several times... Good trading volume, some large investor groups are in and progress is looking Good. http://www.rolexforums.com/showthread.php?t=335846

Take a look, do your research and all the best to my TRF investing buddies!

[BNA/LION]

Originally Posted by BNALION

I like this topic and thread... Still BULLISH on ASPX! Made a lot of $'s in/out several times... Good trading volume, some large investor groups are in and progress is looking Good. http://www.rolexforums.com/showthread.php?t=335846

Take a look, do your research and all the best to my TRF investing buddies!

Looking for Big things from ASPX in early December....Giddy Up!

[BNA/LION]

Originally Posted by BNALION

Looking for Big things from ASPX in early December....Giddy Up!

HOME RUN!

DJ Auspex Shares Rise After Company Reports Favorable Drug Results -- Update

Dec 16, 2014 18:37:00 (ET)


By Josh Beckerman


Auspex Pharmaceuticals Inc. reported favorable results from a Phase 3 trial evaluating its SD-809 drug as a treatment for chorea related to Huntington's disease.

In late trading, Auspex shares rose 68.6% to $42.30. The company went public in February at $12. Huntington's disease is a brain disorder that causes uncontrolled movement and loss of brain function. Auspex said about 90% of patients with Huntington's disease will develop chorea, which is characterized by involuntary, excessive movements that interfere with motor functions.

The study met its primary efficacy endpoint and showed a favorable safety and tolerability profile, the biotech company said. "Significant improvements in both patient and clinical global impressions of change and quality of life were observed," the company said.

"We are committed to rapidly advancing SD-809 along its regulatory pathway" and submitting a New Drug Application by mid-2015, Auspex said.

The Food and Drug Administration granted orphan drug designation for the treatment in November.

Auspex also plans to explore use of SD-809 in other movement disorders including tardive dyskinesia and Tourette syndrome, and expects to report trial data for treatment of those conditions in mid-2015.

There is no cure for Huntington's disease. Other companies developing treatments including Annexion Bioscience, which just raised $34 million in venture capital. Teva Pharmaceutical Industries Ltd. and partner Active Biotech AB are testing another possible treatment.

-Brian Gormley contributed to this article.


Write to Josh Beckerman at josh.beckerman@wsj.com


Subscribe to WSJ: http://online.wsj.com?mod=djnwires


(END) Dow Jones Newswires

December 16, 2014 18:37 ET (23:37 GMT)
Copyright (c) 2014 Dow Jones & Company, Inc.

[Jbranda]

Originally Posted by BNALION

HOME RUN!

DJ Auspex Shares Rise After Company Reports Favorable Drug Results -- Update

Dec 16, 2014 18:37:00 (ET)


By Josh Beckerman


Auspex Pharmaceuticals Inc. reported favorable results from a Phase 3 trial evaluating its SD-809 drug as a treatment for chorea related to Huntington's disease.

In late trading, Auspex shares rose 68.6% to $42.30. The company went public in February at $12. Huntington's disease is a brain disorder that causes uncontrolled movement and loss of brain function. Auspex said about 90% of patients with Huntington's disease will develop chorea, which is characterized by involuntary, excessive movements that interfere with motor functions.

The study met its primary efficacy endpoint and showed a favorable safety and tolerability profile, the biotech company said. "Significant improvements in both patient and clinical global impressions of change and quality of life were observed," the company said.

"We are committed to rapidly advancing SD-809 along its regulatory pathway" and submitting a New Drug Application by mid-2015, Auspex said.

The Food and Drug Administration granted orphan drug designation for the treatment in November.

Auspex also plans to explore use of SD-809 in other movement disorders including tardive dyskinesia and Tourette syndrome, and expects to report trial data for treatment of those conditions in mid-2015.

There is no cure for Huntington's disease. Other companies developing treatments including Annexion Bioscience, which just raised $34 million in venture capital. Teva Pharmaceutical Industries Ltd. and partner Active Biotech AB are testing another possible treatment.

-Brian Gormley contributed to this article.


Write to Josh Beckerman at josh.beckerman@wsj.com


Subscribe to WSJ: http://online.wsj.com?mod=djnwires


(END) Dow Jones Newswires

December 16, 2014 18:37 ET (23:37 GMT)
Copyright (c) 2014 Dow Jones & Company, Inc.

Good call..think it has ny more room?

[azguy]

GoPro up another $3 today (6%), it's up $10 a share since I gave it to you guys last week...

[Rb10chris]

Originally Posted by azguy

GoPro up another $3 today (6%), it's up $10 a share since I gave it to you guys last week...

Where do you usually post your tips?

[azguy]

Originally Posted by Rb10chris

Where do you usually post your tips?

here

[azguy]

Drone portfolio today

20140902_095816_resized.jpg

[lamscott]

Originally Posted by azguy

Drone portfolio today

Attachment 530164

GOpro is up again this morning.

I haven't jumped in yet but nice job on the call.

[wantonebad]

I would have made $1,136... if I had listened to you John

[lamscott]

You think Gopro is going to keep going up? Looks like it's at its peak.

[Passionata]

Hi ,what s the general consensus on tsla?on all time high but still cld be interesting?

[azguy]

Originally Posted by Passionata

Hi ,what s the general consensus on tsla?on all time high but still cld be interesting?

There's a lot of momentum behind the stock, recent upgrades and new price target of $400 seems to have the legs to push it at least 10-20% higher by years end...

[Passionata]

Originally Posted by azguy

There's a lot of momentum behind the stock, recent upgrades and new price target of $400 seems to have the legs to push it at least 10-20% higher by years end...

Meanin strong Buy

[diver2012]

You'd have to be mad to buy Tesla at these levels!

Half the market cap of Ford...more than Tesco...

[Passionata]

Originally Posted by diver2012

You'd have to be mad to buy Tesla at these levels!

Half the market cap of Ford...more than Tesco...

Sure :-)

[lamscott]

biotech having a bad day today.

[azguy]

I'd seriously by Apple here, rumors on the demand for iPhone 6 and the much anticpated wearable are really bullish. From an industry website:

In the second quarter, Apple committed a near-record $21 billion to third-party manufacturers for components and equipment as they presumably geared up for a string of new product announcements this fall.

Those commitments, as Apple has regularly laid out in its quarterly filings with the U.S. Securities and Exchange Commission, are pre-payments for outsourced manufacturing and the components those companies use to assemble products. As of the end of June, Apple had $15.4 billion in such commitments.

Also off the balance sheet was an additional $5.6 billion in obligations, mostly for acquiring manufacturing and tooling equipment put in place by Apple's component makers and product assemblers.

The $21 billion total, then, is an indication of Apple's own build forecasts for the coming quarters, and thus its expectations for sales. The $21 billion is 46% higher than the same period the year before, a quarter prior to the launch of the iPhone 5S and 5C. The $15.4 billion in manufacturing/component commitments is 18.5% higher than that line in the second quarter of 2013.

[azguy]

Happy Friday

20140905_145322_resized.jpg

[tfly212]

Another strong day for the drone portfolio...I think I owe you a few beers.

[azguy]

Ya think

20140908_151847_resized.jpg

[azguy]

Why I love the drone play, people can make themselves or the things they love the star of a home movie...

http://www.youtube.com/watch?v=uW9r4QMqk5g

http://www.youtube.com/watch?v=OPQNyGTPaWY

[tfly212]

Plus they need to be replaced frequently when nature steps in -

http://www.click2houston.com/news/an...drone/27867716

Beers on me if you are ever out in NYC...least I can do for the look on these.

[RockinIt]

Any one share my opinion on Alibaba (BABA) is going to take of after IPO?

[tfly212]

Originally Posted by RockinIt

Any one share my opinion on Alibaba (BABA) is going to take of after IPO?

I agree that it will pop on day one (assuming the exchange doesn't blow it...my guess is there will be a long weekend of testing ahead of that) but not as sure where it goes from there. If you can get some IPO shares I would jump on it though.

[adamlea]

Speaking of Alibaba ...

As a general rule, I don't do Chinese stocks. If the Chinese ever embrace a free market economy, then I might change my mind.

Maybe it's just me, but does it strike anyone else as completely paradoxical that Alibaba is an internet marketing enterprise based in a country that restricts access to the internet and actively censors internet content?

The only ones who'll make money on Alibaba are the party members that currently hold the stock and the investors who buy in the night before the IPO.

[gmh1013]

Originally Posted by lamscott

I didn't see a thread of this kind. I assume most of us dabble in the stock market and thought this would be a nice conversation thread.I thought it would be kind of neat to start a thread that would get all the investors together and share stock ideas.

I'm vested heavily in BAC right now.

Wow me too! I picked up 5k shares back in late 2011 and rolled the dice....sold most of it off except for 100 shares back in July. I was worried that I may have made a bad gamble but I got lucky. When did you buy?

[tfly212]

Some interesting history on AAPL and product launches from Piper Jaffray...the iterative changes generally meant a drop between event and launch...the more revolutionary changes resulted in decent runs.

[lamscott]

Originally Posted by tfly212

Some interesting history on AAPL and product launches from Piper Jaffray...the iterative changes generally meant a drop between event and launch...the more revolutionary changes resulted in decent runs.

This is true, apple always goes down and slowly rises again.