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±Ý¿äÀÏ, 2007³â11¿ù 2ÀÏ ¿¡ Sensei @ 8:37 pmÀÇ in ¹èÄ¡ÇÏ´Â ¿À´Ã ÀÛµ¿ÇÑ ¹«¾ùÀÌ
±æ »öÀÎ. ³ª´Â ³ª°¡ ºÐ µ¿¾È °Å±â °í¹ÎÇØ ¾ò°í ÀÖ¾ú±â ¶§¹®¿¡ ±â»Ú´Ù µÇƦ ÀϾ´Ù. ¿ì¸®´Â ¸»ÇÏÁö ¾Ê±â À§ÇÏ¿© ö¼ö ´ÙÀ½ ÁÖ Á»´õ ÇÒ ¼ö ÀÖÁö ¾Ê¾Ò´Ù, ±×·¯³ª ¿ì¸®°¡ ³â°£¡¦. ±âÀÎÇÏ´ÂÁöµµ ¸ð¸£´Â ó·³ ºÃ´Ù°¡´ÉÇϰԡ¦.³ª´Â Èñ¸ÁÇÑ´Ù. COMPX´Â ³ª°¡ ´Ù¸¥ »ç¶÷À» ¾ð±ÞÇÑ Å»ÁÖ ¼öÁØÀ» ½ÃÇèÇß´Ù ³ª°¡ Àú µµÇ¥¸¦ ¹èÄ¡ÇÒ ¶§. ´ë·« 1.5%°¡ NDX¿¡¼ ¹«¿ª¿¡ ÀÇÇÏ¿© ¿À´Ã °¡Ä¡°¡ ÀÖ¾ú´Ù.
´õ ÀÌ»ó AXP¿¡ ¾ø. ±³È¯¿¡ NMX¿¡ ÀÖ´Â ¾à°£ µ·À» ¹ú¾ú´Ù. ³ª´Â ±×°ÍÀ» °Å±â ÁöŰ´Â °ÍÀ» °èȹÇÑ´Ù. ¶ÇÇÑ ³ªÀÇ AXP ¿ÜħÀ» ÆÇ¸ÅÇÏ´Â °ÍÀº ¼Õ½ÇÀ» °¡Áø Á¶Â÷ ÁÁÀº ¿òÁ÷ÀÓÀ̾ú´Ù. °ú ÀÛµ¿ÇÏÁö ¾ÊÀº ¹«¿ª¿¡ ÀÖÀÇ º¸±âÀÌ¾î ±×°Í¿¡ °áÈ¥ÇÏÁö ¾Ê´Â. ³ª´Â ¸Ô´Ù ³²´Â À§·Î ÀÌ¹Ì ÀÎ USU 12¿ù 10ÀÏ ¿ÜħÀ» »ç±â À§ÇÏ¿© Çö±ÝÀ» ÀÌ¿ëÇß´Ù.
USU´Â ¶ÇÇÑ CNBCÀÇ ´ëÁß À½¾Ç°ú Ç϶ô¿¡ ¿À´Ã ¹ã ¾ð±ÞµÇ¾ú´Ù. ±×°ÍÀÇ À§ afterhours ¹× Tim Seymour´Â 12¿¡ ±×°Í¿¡°Ô °¡¸¦, ±×·¯³ª ÀÌÀÍÀ» °Å±â °¡Áö°í °¡±â À§ÇÏ¿© ¾ð±ÞÇß´Ù. USU°¡ °Å±â µµÂøÇÏ´Â °æ¿ì¿¡ 12¿ù 10s´Â ´ë·« 150-170%ÀÇ ÀÌÀÍÀ» ÀÏÀ¸ÄÑ¾ß ÇÑ´Ù.
SVA - Àß Çൿ.
NMX - 3% ³ôÀº ÂÊÀ¸·Î ±¸¸Å¿¡¼.
³ª´Â ¸¹°Ô ¸»ÇÒ I¸¦ ¼ÒÀ¯Çϱâ À§ÇÏ¿© ¿À´Ã ºþ ¹«½¼ÀÌ¿¡ °üÇÏ¿© ÁÖ½ÄÀ» À§ÇØ ¼ö ÀÖ¾ú´Ù, ±×·¯³ª ³ª´Â ±àÁ¤ÀûÀÎ ÁÖÁ¦¿¡ ´çºÐ°£ üÀçÇÏ°í ´ÙÀ½ ÁÖ °¡Á®¿À´Â ¹«½¼ÀÌ º¸°í ½Í´Ù.
Technorati´Â Ç¥¸¦ ºÙÀδÙ: axp, compx, µ·, ndx, nmx, ÁÖ½Ä, sva, usu, ¿À´Ã ÀÛµ¿ÇÑ ¹«¾ùÀÌ
5 Responses
Rich
November 2nd, 2007 at 10:00 pm
1I hope you bought back into BQI¡¦.
Good call with USU I got stopped out a couple days ago and of course it popped to the upside.
Sensei
November 3rd, 2007 at 4:34 pm
2I didn¡¯t I¡¯m a shmuck with that one. I would be a seller here though short term if I was still in BQI. I sold the other day with no reason at all. Either way its 25% from when I bought. My entries are good, I just need to work on my sells.
romaitas
November 3rd, 2007 at 11:25 pm
3Hey Sensei. Just wanted to see your opinion on Limelight Networks. They release earnings at the end of the day on Monday. I am predicting they will report better than expected earnings¡¦ They are a great target for acquisition by Google who needs a CDN.
Anyway I¡¯m thinking of grabbing some calls. Also I suggest continuing to trade microsoft options¡¦
-Cheers
Sensei
November 5th, 2007 at 11:36 am
4romaitas,
Short term it looks REALLY good on the daily and the weekly is starting to shape up too. Short term I like it.
Not alot of volume on calls though.
Sensei
November 5th, 2007 at 8:52 pm
5Good news getting sold.
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