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Hi All,

Here is a stock that has significant premiums, IMO, and is getting whipped up in the market right now. I'm just returning to this company after owning in my, now defunct, club some years ago. We made money on this company and it has added to a family members coffers by a factor of 300%. So...

Stratasys Inc. (SSYS) - they produce 3d printing machines. Basically plastic and metal modeling machines that "print" a 3d model using fluids, powders and lasers to build up the model. Other than being totally cool to use, it has been a rocket over the last few years and is heading into "the correction zone".

I haven't done much investigation into the company or into the technicals on the stock recently, but I glanced at the premiums for puts and calls and dang near dropped my gum. Family member has trouble selling winners and tends to ride them down, so I was explaining the COOL Club tools and options for exiting a position with... wait for it... options!

There. A nice little stock for hump day. I don't know how to work it or how it will work or nothing. Just crazy that a January OTM put is going for 3.50 a contract for a 65 strike... and a March 70 Call is going for $6.85! (sell the put, get put, sell the call, drink green beer)...

Again, haven't done more than glance, but if SYY isn't your cup of option tea, maybe SSYS will go down well. Worth a look.

Malcolm

PS I own shares in SYY, I do not own shares in SSYS, I'll do my math AND research before initiating a position... you should too, but I'll share if you do!
Happy Holidays Everyone,

I didn't have any takers on my offer to collaborate on SSYS, however, I took some rather profitable positions during December in the stock.

Stratasys is in the nose bleed area for PEs and is hitting on everyone's favorite stock in the blogosphere... nice to brag about horses already in turn four and lengths ahead of the pack, but that is the nature of the business.

I don't think I would really want a position in SSYS given the fiscal cliff debacle but the only way to pull some money out of Mr. Market's hands with SSYS was to write CSP on the stock and see where it went.

I liked the trades for two reasons: 1) the puts for December were in $5 increments (the stock would have to move a lot to be put to prematurely) and 2) the time premiums were very nice.

I want to be in cash, but I want return for that cash while I wait for the shake out that is happening in the market (DOW down 5 days and just starting its reaction to Congress IMHO). I wrote the options OTM and then sat back to watch the stock work... ie, keep on getting stroked by Cramer et al.

Here is the tally for the record - real money, tax sheltered accounts:

6DEC12 STO 1x SSYS 12/22/12 65.00 P @ $1.10, APR 33%, $101.05
This was my worst feeling position. Stock was trading near 65 and I just didn't feel comfortable that it wouldn't be put to in 16 days. However, the stock started to rally just after this and really didn't look back too much before 21DEC12 when it expired worthless. $6,500 made a tidy $101.05 "interest" in 16 days.

6DEC12 STO 1x SSYS 12/22/12 70.00 P @ 2.75, APR 86% $266.05
Okay, this was admittadely a bit more risky, but the stock had shown strength in the day, my broker's research services had given strong technical bull signals and I was feeling a bit full of myself. I guess, after the fact, I sort of expected to be put to on this position and I developed a plan to "work" the options if I was put to. January Calls have great premiums in the 70 and above options. Same story, option expired worthless on 21DEC12 and my $7,000 risk earned me $266.05 in 16 days.

SSYS closed on 12/21/12 at 79.5 and a PE of 91.76 (can't breath, oxygen too thin), well outside my strike prices.

I'm fairly comfortable sitting back and watch this stock, and the market, go for a bit and stay in cash. I think that we are in for at least 3 weeks, maybe more, of bloodshed while Congress continues to massage their egos and fiddle while the economy burns.

So, I kept my first rule: Don't loose money. And I kept my second rule: Obey rule #1. I'm good with my risk and had fun putting them on and watching the roller coaster. Looking forward for opportunities in this stock in future.

Hope everyone had a great Christmas and Holiday Season, looking forward to continue learning the Cool Club Way in 2013!

Malcolm

On 12/5/2012 3:18 PM, Malcolm Myles wrote:
Hi All,

Here is a stock that has significant premiums, IMO, and is getting whipped up in the market right now. I'm just returning to this company after owning in my, now defunct, club some years ago. We made money on this company and it has added to a family members coffers by a factor of 300%. So...

Stratasys Inc. (SSYS) - they produce 3d printing machines. Basically plastic and metal modeling machines that "print" a 3d model using fluids, powders and lasers to build up the model. Other than being totally cool to use, it has been a rocket over the last few years and is heading into "the correction zone".

I haven't done much investigation into the company or into the technicals on the stock recently, but I glanced at the premiums for puts and calls and dang near dropped my gum. Family member has trouble selling winners and tends to ride them down, so I was explaining the COOL Club tools and options for exiting a position with... wait for it... options!

There. A nice little stock for hump day. I don't know how to work it or how it will work or nothing. Just crazy that a January OTM put is going for 3.50 a contract for a 65 strike... and a March 70 Call is going for $6.85! (sell the put, get put, sell the call, drink green beer)...

Again, haven't done more than glance, but if SYY isn't your cup of option tea, maybe SSYS will go down well. Worth a look.

Malcolm

PS I own shares in SYY, I do not own shares in SSYS, I'll do my math AND research before initiating a position... you should too, but I'll share if you do!

I will be on Vacation from 2/19/11. For urgent work please contact Vijay Patel at 310-349-2212. Thanks

Malcolm,

Congratulations. I have a question. I do not necessarily follow SSYS but I am interested in understanding what indicators provided you with some analysis that a reversal was imminent on the stock price and it would be of strong momemtum.

Thanks.

On Sat, Dec 29, 2012 at 6:33 PM, Malcolm Myles <malcolm@mmyles.com> wrote:
Happy Holidays Everyone,

I didn't have any takers on my offer to collaborate on SSYS, however, I took some rather profitable positions during December in the stock.

Stratasys is in the nose bleed area for PEs and is hitting on everyone's favorite stock in the blogosphere... nice to brag about horses already in turn four and lengths ahead of the pack, but that is the nature of the business.

I don't think I would really want a position in SSYS given the fiscal cliff debacle but the only way to pull some money out of Mr. Market's hands with SSYS was to write CSP on the stock and see where it went.

I liked the trades for two reasons: 1) the puts for December were in $5 increments (the stock would have to move a lot to be put to prematurely) and 2) the time premiums were very nice.

I want to be in cash, but I want return for that cash while I wait for the shake out that is happening in the market (DOW down 5 days and just starting its reaction to Congress IMHO). I wrote the options OTM and then sat back to watch the stock work... ie, keep on getting stroked by Cramer et al.

Here is the tally for the record - real money, tax sheltered accounts:

6DEC12 STO 1x SSYS 12/22/12 65.00 P @ $1.10, APR 33%, $101.05
This was my worst feeling position. Stock was trading near 65 and I just didn't feel comfortable that it wouldn't be put to in 16 days. However, the stock started to rally just after this and really didn't look back too much before 21DEC12 when it expired worthless. $6,500 made a tidy $101.05 "interest" in 16 days.

6DEC12 STO 1x SSYS 12/22/12 70.00 P @ 2.75, APR 86% $266.05
Okay, this was admittadely a bit more risky, but the stock had shown strength in the day, my broker's research services had given strong technical bull signals and I was feeling a bit full of myself. I guess, after the fact, I sort of expected to be put to on this position and I developed a plan to "work" the options if I was put to. January Calls have great premiums in the 70 and above options. Same story, option expired worthless on 21DEC12 and my $7,000 risk earned me $266.05 in 16 days.

SSYS closed on 12/21/12 at 79.5 and a PE of 91.76 (can't breath, oxygen too thin), well outside my strike prices.

I'm fairly comfortable sitting back and watch this stock, and the market, go for a bit and stay in cash. I think that we are in for at least 3 weeks, maybe more, of bloodshed while Congress continues to massage their egos and fiddle while the economy burns.

So, I kept my first rule: Don't loose money. And I kept my second rule: Obey rule #1. I'm good with my risk and had fun putting them on and watching the roller coaster. Looking forward for opportunities in this stock in future.

Hope everyone had a great Christmas and Holiday Season, looking forward to continue learning the Cool Club Way in 2013!

Malcolm

On 12/5/2012 3:18 PM, Malcolm Myles wrote:
Hi All,

Here is a stock that has significant premiums, IMO, and is getting whipped up in the market right now. I'm just returning to this company after owning in my, now defunct, club some years ago. We made money on this company and it has added to a family members coffers by a factor of 300%. So...

Stratasys Inc. (SSYS) - they produce 3d printing machines. Basically plastic and metal modeling machines that "print" a 3d model using fluids, powders and lasers to build up the model. Other than being totally cool to use, it has been a rocket over the last few years and is heading into "the correction zone".

I haven't done much investigation into the company or into the technicals on the stock recently, but I glanced at the premiums for puts and calls and dang near dropped my gum. Family member has trouble selling winners and tends to ride them down, so I was explaining the COOL Club tools and options for exiting a position with... wait for it... options!

There. A nice little stock for hump day. I don't know how to work it or how it will work or nothing. Just crazy that a January OTM put is going for 3.50 a contract for a 65 strike... and a March 70 Call is going for $6.85! (sell the put, get put, sell the call, drink green beer)...

Again, haven't done more than glance, but if SYY isn't your cup of option tea, maybe SSYS will go down well. Worth a look.

Malcolm

PS I own shares in SYY, I do not own shares in SSYS, I'll do my math AND research before initiating a position... you should too, but I'll share if you do!


Hi Susan,

First and foremost - my investor gut. Do a quick search for news on SSYS and it hits a lot of really swell articles about how 3D printing is HOT, all the rage that SSYS is the better "play" to get in on this huge trend of the FUTURE. I am always suspicious of stocks with a PE in the 90s that are touted as the best way to do anything. But go with the flow... flow say up, for now.

I use Schwab as my trading platform. I have access to "Market Edge" and to a "trading technical insight program" called "Recognia"... made up word if I ever saw one.

Market Edge was bullish. I can't pull up the analysis I used as it was renewed yesterday. But the current recommendation is LONG hold - do not initiate a new position, but not a short candidate; relative strength bullish, MACD bullish, and 50 and 200 day moving averages bullish. I'm attempting learn Point & Figure Charting and M.E. says that SSYS broke a Double Top last week. I guess I caught the upswing of the second top. This was a similar condition when I put on the trades and I looked at these indicators graphically for myself.

Recognia shows you short-term, intermediate-term and long-term technical events. Short term bullish events include: Outside Bar, Short-term KST, Commodity Channel Index, Triple-Moving Average Crossover, MACD, Price Crossing Moving Average (21-day). And one bearish event: Commodity Channel Index. Mind you, these are current to the last few weeks and weren't necessarily the same when I put on the trades. Mind you too, I haven't a clue what most of that is, what it means, or how it affects a stocks movement, why one indicator would matter more or less with another, what combinations are bad, good, or great. I just took 6 up and 1 down (similar when I put on trade) and figured that the Nassim Taleb's would see the same and the stock had a better chance of going up in the 14 day trade time than down.

Bollinger Bands... SSYS had "ridden the lower line" down, broken out, up and sideways. On the 6th it gapped up. I thought it was heading to a new high... turns out it was a false high, but by then I was in the trade and let it ride out.

I put my trust in Mr. Market Pundits to do their rah-rah, the weight of the trading research tools and I went with "SSYS has a better chance of up than down"... which is the best anyone can do when guessing which direction a stock will move in the short term. My FAST trade was predicated on the same analysis sources saying the stock would NOT go above 44 at the most... and it is at 46. Doh!

These were riskier trades. I wouldn't call them Conservative trades. I was ready if I were put to the stock to write covered calls ITM or near OTM to maximize and liquify again (I want to be in cash over January). They worked out to my benefit.

Full disclosure: I have nickels worth of Technical Expertise. It may be an Buffalo Nickel, but still a nickel.

Thanks for the congrats... it was a fun couple of trades, learned a lot (I do know more about technical analysis), and made some money. Hope to do it again.

Malcolm

ps... remember another Malcolmism... If it can be explained by blind luck, you're right.


On 12/29/2012 4:08 PM, Susan Tanoe wrote:
Malcolm,

Congratulations. I have a question. I do not necessarily follow SSYS but I am interested in understanding what indicators provided you with some analysis that a reversal was imminent on the stock price and it would be of strong momemtum.

Thanks.

On Sat, Dec 29, 2012 at 6:33 PM, Malcolm Myles <malcolm@mmyles.com> wrote:
Happy Holidays Everyone,

I didn't have any takers on my offer to collaborate on SSYS, however, I took some rather profitable positions during December in the stock.

Stratasys is in the nose bleed area for PEs and is hitting on everyone's favorite stock in the blogosphere... nice to brag about horses already in turn four and lengths ahead of the pack, but that is the nature of the business.

I don't think I would really want a position in SSYS given the fiscal cliff debacle but the only way to pull some money out of Mr. Market's hands with SSYS was to write CSP on the stock and see where it went.

I liked the trades for two reasons: 1) the puts for December were in $5 increments (the stock would have to move a lot to be put to prematurely) and 2) the time premiums were very nice.

I want to be in cash, but I want return for that cash while I wait for the shake out that is happening in the market (DOW down 5 days and just starting its reaction to Congress IMHO). I wrote the options OTM and then sat back to watch the stock work... ie, keep on getting stroked by Cramer et al.

Here is the tally for the record - real money, tax sheltered accounts:

6DEC12 STO 1x SSYS 12/22/12 65.00 P @ $1.10, APR 33%, $101.05
This was my worst feeling position. Stock was trading near 65 and I just didn't feel comfortable that it wouldn't be put to in 16 days. However, the stock started to rally just after this and really didn't look back too much before 21DEC12 when it expired worthless. $6,500 made a tidy $101.05 "interest" in 16 days.

6DEC12 STO 1x SSYS 12/22/12 70.00 P @ 2.75, APR 86% $266.05
Okay, this was admittadely a bit more risky, but the stock had shown strength in the day, my broker's research services had given strong technical bull signals and I was feeling a bit full of myself. I guess, after the fact, I sort of expected to be put to on this position and I developed a plan to "work" the options if I was put to. January Calls have great premiums in the 70 and above options. Same story, option expired worthless on 21DEC12 and my $7,000 risk earned me $266.05 in 16 days.

SSYS closed on 12/21/12 at 79.5 and a PE of 91.76 (can't breath, oxygen too thin), well outside my strike prices.

I'm fairly comfortable sitting back and watch this stock, and the market, go for a bit and stay in cash. I think that we are in for at least 3 weeks, maybe more, of bloodshed while Congress continues to massage their egos and fiddle while the economy burns.

So, I kept my first rule: Don't loose money. And I kept my second rule: Obey rule #1. I'm good with my risk and had fun putting them on and watching the roller coaster. Looking forward for opportunities in this stock in future.

Hope everyone had a great Christmas and Holiday Season, looking forward to continue learning the Cool Club Way in 2013!

Malcolm

On 12/5/2012 3:18 PM, Malcolm Myles wrote:
Hi All,

Here is a stock that has significant premiums, IMO, and is getting whipped up in the market right now. I'm just returning to this company after owning in my, now defunct, club some years ago. We made money on this company and it has added to a family members coffers by a factor of 300%. So...

Stratasys Inc. (SSYS) - they produce 3d printing machines. Basically plastic and metal modeling machines that "print" a 3d model using fluids, powders and lasers to build up the model. Other than being totally cool to use, it has been a rocket over the last few years and is heading into "the correction zone".

I haven't done much investigation into the company or into the technicals on the stock recently, but I glanced at the premiums for puts and calls and dang near dropped my gum. Family member has trouble selling winners and tends to ride them down, so I was explaining the COOL Club tools and options for exiting a position with... wait for it... options!

There. A nice little stock for hump day. I don't know how to work it or how it will work or nothing. Just crazy that a January OTM put is going for 3.50 a contract for a 65 strike... and a March 70 Call is going for $6.85! (sell the put, get put, sell the call, drink green beer)...

Again, haven't done more than glance, but if SYY isn't your cup of option tea, maybe SSYS will go down well. Worth a look.

Malcolm

PS I own shares in SYY, I do not own shares in SSYS, I'll do my math AND research before initiating a position... you should too, but I'll share if you do!