CDWC looking for potential exhaustive move to about 41.25 to 41.50 where it can be shorted once again. The 40 puts DWQPG or CDWC "anticipation" play tomorrow, with the 'focus' on the short side.
IBM 81.50 and still going strong but off the highs. NVLS all it needs is some kind of downgrade tomorrow on valuation and up go the EBAY puts, and perhaps even MERQ p/e of 45 (IBM which I liked has a p/e of only 26) MSFT with a p/e of 28, it getting a little hefty so we might need to do some quick trades tomorrow. So far i'm still long 25% of the original MSFT position and the calls.
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