Monday, May 22, 2017

May 21 - Long BIDU

I am late to the China internet party here but BIDU is one that hasn't blasted off yet.  SOHU, CTRP, BABA, JD, ATHM have already moved.  In July 200 calls here @ 3.6.

Also still long FCX, SKX, YRD, RMBS

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Feb 27 - $shak primed for a big move

Still holding $RIG Mar2 and Mar16 calls which are up 100-200%.  $shak settling nicely and I have plenty of time with Jun 45 calls