1 2890 We're live talking $GIS, $FLEX, and more on #L@tM right now! (Broadcasting live at http://ustre.am/9F25) Tue Feb 09 18:15:47 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8864808839 28655703 <a href="http://ustream.tv" rel="nofollow">Ustream</a> FLEX GIS @wallstreetbean We bought $BAC puts, we'll see what happens. Tue Feb 09 15:49:47 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8859439233 28655703 web BAC Wow, prices reached on $BMI and $FWLT were great this morning...$FWLT at $26.05 and $BMI at $35.17 + $JPM at $38.20...good prices out there. Tue Feb 09 15:35:33 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8858898167 28655703 web BMI FWLT JPM Just finished loading up on March puts in high beta names: $MOS, $X, $CHK, $VALE. Tue Feb 09 15:22:59 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8858415312 28655703 web CHK MOS VALE X @Mr_Nasdaq Good luck being long $C for a quick gain. Tue Feb 09 02:33:24 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8836636421 28655703 web C @sharkfoot We're good, we were at the World Money Show last week and spent a ton of time hobnobbing with $RPM, $STD, $BBD, $BHP, and more! Mon Feb 08 23:33:13 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8829970325 28655703 web BBD BHP RPM STD Some good press for $AKAM again on today's Fast Money, thanks Brian! Mon Feb 08 22:39:11 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8827938565 28655703 web AKAM Looks like our call to avoid $ERTS and stick with $ATVI, we'll see how the call goes later this week. Mon Feb 08 22:37:15 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8827869560 28655703 web ATVI ERTS New Lunch @ the Market (#L@tM ) with $AMAT, $AMZN, $VMW, and more here: (Broadcasting live at http://ustre.am/9F25) Mon Feb 08 18:16:39 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8818934927 28655703 <a href="http://echofon.com/" rel="nofollow">Echofon</a> AMAT AMZN VMW @tjtakes We'll be on the $ATVI conference call Feb 10th at 4:30 EST, looking forward to Call of Duty Modern Warfare numbers. Mon Feb 08 15:51:47 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8813859701 28655703 web ATVI We're going through the $IPSU call transcript on Seeking Alpha this morning, we'll be doing 2 names from S&P's Top 10 today on #L@tM. Mon Feb 08 15:17:53 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8812628922 28655703 web IPSU If you own $ARG, pull the ripcord on that thing, no need to arbitrage, shares up MASSIVELY from the $40 and change level. Mon Feb 08 15:16:42 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8812586592 28655703 web ARG Stimulate the economy! RT @PattyEdwards: Mall walk: $JCG - how does Mickey Drexler do it? New merch is AWESOME. I want most of it. $$ Sat Feb 06 20:30:08 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8735283658 28655703 <a href="http://echofon.com/" rel="nofollow">Echofon</a> JCG S&P Top 10 stocks currently: $AMT, $AMAT, $FLEX, $GIS, $GNTX, $IBM, $NE, $TEVA, $TXT, and $USG. Sat Feb 06 18:43:48 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8731915716 28655703 <a href="http://echofon.com/" rel="nofollow">Echofon</a> AMAT AMT FLEX GIS GNTX IBM NE TEVA TXT USG @Mr_Nasdaq We got long the $UUP months ago as a hedge, has worked on multiple fronts. Sat Feb 06 17:58:36 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8730427324 28655703 <a href="http://echofon.com/" rel="nofollow">Echofon</a> UUP Great conversations with Investor Relations from $STD, $BBD, $BHP, $VALE, $LINE, $RPM, and $ALE today! Fri Feb 05 01:10:36 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8656383511 28655703 <a href="http://echofon.com/" rel="nofollow">Echofon</a> ALE BBD BHP LINE RPM STD VALE Forbes: Spending stimulus $s is like taking a bucket of water from one end of the pool and then dumping it in the other end of the pool. Wed Feb 03 22:03:50 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8605194268 28655703 <a href="http://echofon.com/" rel="nofollow">Echofon</a> S @Mr_Nasdaq You should be Bearish on $QCOM, quarter was terrible and guidance was lousy...that's why Jimbo's so upset. Wed Feb 03 01:43:34 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8568221519 28655703 web QCOM $YONG also had a nice day, up 6%, at one point, saw $CGA up as well, but it finished the day flat. Wed Feb 03 00:23:48 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8565082642 28655703 web CGA YONG Buying $FWLT each time it breaks $29 still working for a move back above $30...almost there now. Wed Feb 03 00:21:32 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8564995250 28655703 web FWLT Another spec. play, $IRE up 11% as well today. Wed Feb 03 00:20:47 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8564965718 28655703 web IRE $HPJ up 11% today, not bad at all. $AONE bounced pretty darn hard off that $16 level, looks like it's still support. Wed Feb 03 00:20:17 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8564946593 28655703 web AONE HPJ Check out our rainy day shopping list for the next sell-off with $AONE, $HPJ, $BJRI, and more: http://tinyurl.com/yjlt2ct Tue Feb 02 18:39:52 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8552998901 28655703 web AONE BJRI HPJ Preview of the shopping list includes $CPKI, $HWD, $BJRI, $HPJ, $AONE and more! (Broadcasting live at http://ustre.am/9F25) Tue Feb 02 18:14:58 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8552157180 28655703 <a href="http://ustream.tv" rel="nofollow">Ustream</a> AONE BJRI CPKI HPJ HWD Not everything is worth owning, that's for sure, looking at today's movers to...$TRNS looks terrible...sell that bounce. Mon Feb 01 22:23:16 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8516371123 28655703 <a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a> TRNS @johnwelshphd That's how we felt after $X trade went bad. :-) Although materials sector hot today. Mon Feb 01 21:58:05 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8515487957 28655703 web X We went LOW TECH to give you our strategy for $VALE today, LOL, can't wait to see the coments on this one :-) http://linkth.at/042 Mon Feb 01 19:48:29 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8511185047 28655703 <a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a> VALE Here you go, here is our options play on our $VALE position from today's #L@tM: http://linkth.at/042 Mon Feb 01 19:47:21 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8511149643 28655703 <a href="http://desktop.stocktwits.com/" rel="nofollow">StockTwits Desktop</a> VALE @peyton976 No problem, love the interaction, $C is another name with supply issues that we also like longer term (5 - 10 years). Mon Feb 01 19:38:54 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8510878196 28655703 web C We're using $VALE today to talk about how to play this rally. (Broadcasting live at http://ustre.am/9F25) Mon Feb 01 18:17:53 +0000 2010 MOFinancial http://a1.twimg.com/profile_images/421452168/Magnum_Opus_Financial_Logo_II_normal.jpg 8508209713 28655703 <a href="http://ustream.tv" rel="nofollow">Ustream</a> VALE