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First Solar. Part Two And Visa And Walmart.

Back on Thursday I said don't hang onto First Solar Calls going into the Friday trading session after it dropped mid week about $30.00 in one day. Why be stuck in a one day option position just after it had a major drop? Revisit that blog if you like. Now let's move forward to Monday afternoon on January 12th. Here is how First Solar is now doing. It has had a bounce. This time we are looking at it's "this-weeks", Call options. Notice the open interest number? Those were mostly all positions opened up last week by forward thinking option players. Now this. Visa. Last week Trumph suggested after the markets closed on Friday that he wants to cap interest rates on credit cards at 10% for one year. Today is Monday afternoon. Look at Visa's one week chart. Visa dropped $10.00 on the Monday opening, in reaction to this news. Now look at the action in the 340 series of Calls. Lets better look at this activity from a different perspective. Traders who bought Call o...
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Roku Jumped in Anticipation Of A Good Earnings Report

Only to fall again. Look at this five and thirty day chart.
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Yet thats only part of the story. Look at it's year to date chart.
How bad was their earnings report?
Do you think their pain and suffering is all now behind them? The stock is down 38% on the year. All I know is that they still seem to be making a pile of money. On a different note and in a different industry a stock named "First Solar" was stuck in neutral a few months back because interest rates where to seemingly high and companies in that industry were cutting back on the size and number of projects they were working on. Since that time and for whatever reason the stock in on fire.
Both Boeing and Caterpillar also crashed last week on earning report releases. There seemed to be a hint of danger present in both companies releases. It's almost as if there was a domino effect. Next question? Why is Netflix gettng beat up? Look at it's chart.
Is it partly because other companies like Disney are beefing up their efforts to become a bigger player in this space. Yet then again, the more things change the more they remain the same. A few years back all eyes were focussed on Netflix tweeking their business model on advertising policies and on the issue of their subscribers sharing their passcodes. Those issues are now largely history. We must not forget that Roku has 80 million subcribers. There is still plenty of money for all to be earned. The lesson to be learned is that following sideways moving stocks doesn't always pay off. ** See how I struggled with Roku in a blog I posted on April 15th. It's all to easy to get fixated on sideways moving stocks. * Roku closed down $.55 cents on the week and as mentioned previously in my April 15th blog, Cathie Wood the founder of "Ark Investor" now has some skin in the game.

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