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Kayak Software Corporation Message Board

halevay 17 posts  |  Last Activity: Jul 11, 2016 9:17 AM Member since: Oct 8, 2008
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  • Reply to

    Rally over for now?

    by halevay Jul 8, 2016 10:02 PM
    halevay halevay Jul 11, 2016 9:17 AM Flag

    Not a chance.

  • Looks like the rally has finally sputtered out. Not a bad thing . Can't go up forever. So it'll backtrack a little bit, find a consolidation point and then begin marching higher again....as long as it is after Aug options expiration as that's when the calls I wrote expire.

  • Reply to

    Updates this week.

    by wbart21 Jul 5, 2016 2:59 PM
    halevay halevay Jul 6, 2016 6:47 PM Flag

    Heath continues to impress.
    All items on press release are positive....settlement covered by insurance as well.
    Interesting that there was quite a bit of volume earlier....wonder if some were selling in anticipation of suit announcement.
    Now they need to show that they are a business and making sales.
    Wonder if they'll get options relisted on the CBOE. That would be fun for me.

    Way to go, Heath

  • halevay by halevay Jun 30, 2016 4:16 PM Flag

    Oh..and Meet's market cap is .1% of Facebook's, so with chart guy's logic, this stock should be trading at 12 cents....well, either that or Facebook should be trading at $5,000.
    Silly logic.

  • halevay by halevay Jun 30, 2016 4:11 PM Flag

    How was it down today? I thought it was supposed to go up every day until it hit $9. Whoops.
    Guess we're going to have to wait a little longer

  • Reply to

    buy here?

    by mencelblock1989 Jun 29, 2016 12:07 PM
    halevay halevay Jun 29, 2016 1:01 PM Flag

    you could establish a small position and average down if the stock retraces...I wouldn't go all-in at this point. I sold some calls today to try and further monetize my position...but I don't think this stock will just keep going up.

  • halevay by halevay Jun 28, 2016 7:39 PM Flag

    Chart

    What are you talking about? You use outstanding shares as a basis to compare MEET vs FB? And since FB has 5x the outstanding shares you believe meetme should be trading 5x higher? That logic is misguided for sure. And why are you even bringing facebook into the conversation? What does facebook want/need with meetme? Added traffic? Doubt it....most people on meetme probably already have a facebook account.
    I get the ra-ra for a stock breaking thru fresh highs not seen in 5 years...but c'mon....you're dreaming.

  • Reply to

    Options

    by halevay May 31, 2016 2:02 PM
    halevay halevay Jun 20, 2016 11:14 PM Flag

    Mke
    Yes, that's why the premiums are rich overall, but the fact that options on both sides of the the line lost significantly today (when the stock was only moved 1%) indicates it was related to some macro event.

  • Reply to

    Options

    by halevay May 31, 2016 2:02 PM
    halevay halevay Jun 20, 2016 7:46 PM Flag

    Mustafa and gasbag -
    If I am guessing, I would say the option activity is more tied to Brexit...as the option premiums had swelled over the last couple weeks, but let some air out today. Today we saw news that indicated the vote might be swinging to 'stay'...and both puts and calls well out-of-the money traded more like they were in-the-money...dropping significantly. So just putting two and two together, it seems awfully correlated to that.

  • Reply to

    So ...

    by tnyellowtomcat Jun 15, 2016 2:26 PM
    halevay halevay Jun 15, 2016 8:02 PM Flag

    Bought some in-the-money options. Even going out to an Aug expiration, which gives me an earnings report, didn't carry much of a premium.

  • halevay by halevay Jun 14, 2016 12:41 PM Flag

    Interesting that the options are not moving that much. Still cheap. Bought 40 July $4s today...hardly paid a premium.

  • Reply to

    Options

    by halevay May 31, 2016 2:02 PM
    halevay halevay Jun 13, 2016 4:04 PM Flag

    Looks like the options market is giving up on any news for June. Premiums have come down significantly for June but are still pretty rich for July.

  • halevay by halevay May 31, 2016 2:02 PM Flag

    Option premiums spiked today. June contracts are up 30% on both sides of the equations (puts and calls) - - are we expecting an announcement at the upcoming conferences?

  • Reply to

    Wizards?

    by brad4ord71 May 31, 2016 1:12 PM
    halevay halevay May 31, 2016 1:52 PM Flag

    chart
    I don't think that's it.
    1. The CFO basically stopped this train in its tracks during Q4 conference call....announcing that revenue would be somewhat muted over the next year
    2. Stocks don't usually have a single day 'pop', because all the market forces align (at the same time) and realize the company has potential

    Could be a fund/institutional investor acquiring a position
    Could be good news that has not been made public yet

  • Reply to

    Earning 20 cents!! - a lot better than I thought

    by md841 May 10, 2016 7:10 PM
    halevay halevay May 10, 2016 9:10 PM Flag

    Agree the report is good. Good to see that Sampson stroked the locks of his hair and turned out a strong performance. Good balance of focus on driving revenue and cutting costs. Like the "transparency to shareholders" line about finding value for the company....still say "buy out"
    Just need to right the balance sheet. Still stuck with large stockholder's deficit...lower cash position...paying high interest rates for money. I think with all of the mentioned drivers, this will ease over time.
    Would have liked to have seen numbers for today's press release, but they might be asked that on tomorrow's call.
    Overall, nicely done.

  • Reply to

    Seriously impressive Q1!!! Well done ERII

    by mobirules May 4, 2016 7:17 PM
    halevay halevay May 4, 2016 8:16 PM Flag

    Blowout? Hardly. Remember this is Wall Street. Stock action is driven by expectations and comparisons. They missed on revenue and eps. Stock will fall on these results.

  • Announced earnings a day early....at 7pm? They weren't good. Trying to bury it while nobody's looking?