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Nils1975

Nils Michael

Joined Nov 16, 2010

Nils1975
$EMC obviously the direct play on $NTAP, but already down 3% a/h. Would consider buying if holds at 200dma or preferably at 23.44 (1/24 gap)

May. 24 at 4:34 AM

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Nils1975
$FFIV exposure: financial services ~20%, EMEA >20%, public sector ~12%. $FFIV gapped down & lost ~10% when $NTAP blew up last August (8/18).

May. 24 at 4:29 AM

from Twitter
Nils1975
$NTAP v -ve for $FFIV as mgmt cited weakness in US financials, Europe & public sector for its horrible outlook. Both data center/cloud plays

May. 24 at 4:23 AM

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Nils1975
US advisers reject new use for $JNJ / Bayer's Xarelto -->$PFE w/pending Eliquis approval in June, $BMY could profit. http://t.co/NEGl5JsF

May. 24 at 3:42 AM

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Nils1975
$FB Capital Research told banker at MS deal's pricing was "ridiculous"-->ipo failed b/c of price, not NDAQ, hoodie etc. http://t.co/kvDQ3Lqi

May. 24 at 2:50 AM

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Nils1975
RT @Benzinga $BX Upgraded to Buy at Sterne Agee -->@$12 this u/g looks way better than Goldman's u/g @$16 in Feb. #bottomfishing

May. 23 at 6:05 AM

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Nils1975
RT @vcutrader $MOS - megabear bought $9m worth of July $47.5 puts today....on the verge of death -->@optionshawk mentioned that trade, too.

May. 23 at 5:54 AM

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Nils1975
Digitimes +ve on LED as well, high utilization rates -->MOVCD Equip will be ordered again. $AIXG $VECO http://t.co/TqcSp44E @germantrader71

May. 23 at 4:30 AM

from Twitter
Nils1975
@karolad re $FCX - plans already leaked on the weekend, one of the reasons why industrials & materials performed well yesterday.

May. 22 at 9:47 AM
Nils1975
RT @stephanie_link $EMC announced 42 new products at EMC World today. Still a great story. Plus cheap stock. And on sale -->$NTAP #s on Wed!

May. 22 at 2:38 AM

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3

Nils1975
China targets infrastructure to lift economy, report says http://t.co/OnWivLxU -->$XLI $XLB $CAT $FCX

May. 22 at 2:25 AM

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Nils1975
$FB metrics vs $BIDU: FY12 5.2B vs 3.5B, growth y/y >40% vs 51%, market share 63% vs 77%, P/S= 20 vs 11.7, P/E=68 vs 25.4 (@$38) - thoughts?

May. 18 at 5:03 AM

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Nils1975
$CRM expect solid beat, but billings growth at or below 31% y/y consensus estimate http://t.co/4f8Zw79r

May. 17 at 11:12 AM

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Nils1975
$DE (+1,15%) #s & guidance look good esp when considering unfavorable currency translation.

May. 16 at 7:23 AM

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Nils1975
Barclays ups $CSCO to o/w.

May. 16 at 4:12 AM

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Experience: Intermediate
Assets Traded: Equities, Options
Approach: Fundamental
Holding Period: Swing Trader

Nils1975

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