BTW - I lost some money on VIX protection (unless VIX spikes in the next 2 days) .. however my SVXY play is going strong .. Its a trade off .. I am protected for 2 more days!
sue sells naked calls .. but pretends it is covered calls .. this person is all over the map .. never said long .. in another message says covered calls called away shares .. !!
Anyone else keeping a watch on that?
Somehow yahoo (Capital IQ) estimates went up - yet no announcement from analysts publicly on revised estimates or revised price targets yet?
Wow - looks like you're expecting a lot from VIPS in earnings! If they do $400M - they should be well over $100 IMO. Oh, well market may be slow to get them that share price. Given Q1 results, I expected VIPS to be over 40, but it did not workout that way (I think OPTIONS expiration last Friday may be to blame). We shall see what happens to VIPS next week!
I am not counting on a bidding war .. but if the shares are available for 12.50 on Monday, I might load up more for that 50 cent arbitrage. Should a higher bid emerge, that will make the 50 cent arbitrage even sweeter. Assuming the deal closes in 6 months - 50 cent on 12.50 means a $1/year on 12.50 or about 8% return (that is almost Guaranteed)!
Both are plausible .. Also lack of strong buyers given past bad experiences with China companies. If this company is a US company with this kind of growth - I can't imagine where the price would be now!
Darn - I was in AQ for sometime (a small position) - was at a small loss at the close. Now it is bought for double my cost. Nice surprise and a gift to bash on this weekend!
Have a good weekend all.
i am in both DANG and VIPS
DANG my expectation is $8 (based on 2014 possible profits)
VIPS at over $100 (based on 2014 profits)
If you really know how to value companies, go and look at the numbers and don't post some garbage here
HIMX was on my radar since 4s on SA and google glass stuff.. I got in and got out .. will need to look at it again!
That will help DANG's shares .. glad I added even more yesterday!
That's what can help the stock recover past $10 this year.
Damn analysts - no comments from them yet on VIPS blowout Q1 yet?
They just don't want any comments before the May options expire today .. WS is crooked.
Burns - I don't follow LIWA but it may be the next LPH so beware ...
I generally only focus on China Internet companies ...
VIPS is not meant for traders .. the bid/ask spread is also huge normally and its not worth playing it for day trading. Go and figure a stock like AIG or BAC or hot flyer of the day and sink your teeth there.
jonnie - good points on dang vs. vips .. not sure about which drug company you're talking of ..
DANG could be at 35 once they have similar growth and profits as of VIPS. But DANG is new entrant in FLASH sales niche and VIPS has more formidable competitors in the FLASH sales area and still VIPS maintained leadership. When eBay was initial stages, there were many mom and pop auction sites and even others bigger players, who wanted to capture a part of that success. Ultimately eBay distanced them all and stood tall. IMO, VIPS will be no different, it is well ahead of competitors. DANG's total revenues or profits does not compare well with VIPS. And their sales from FLASH niche are miniscule. That said, VIPS should tread waters carefully and crush the competition.
BTW - I will also be happy if DANG goes to 35 after showing profitable growth since I also have investments in DANG from low 4s (up just 20% vs. up 500% in VIPS)
Funny - from the day one of VIPS life they had competition!
Nobody could scale to the level of VIPS and at this point even for Alibaba it makes more sense to have a strategic relation with VIPS than competing in this space - better join an established leader than ....
Like what they did with SINA recently
Weaklings and day traders or speculators or moron chartist day reversal opiners like alfonshit got out scared.Good riddance for them. I am staying in VIPS until its fair value of forward PEG ONE. Over 100% growth and EPS of $1.5 estimated for next year (likely go up a lot due to Q1 beat and guidance) ... At PEG of 1, the price of VIPS should be a lot higher IMO