Saturday, December 1, 2012

Off-line, Sorry... New Ideas

Have been watching RIMM since the BB10 information started flowing.  Great article on the web-browser here and how it may make an impact:

http://www.techvibes.com/blog/blackberry-best-mobile-browser-2012-11-09

RIMM went from 20% to 5% market share and has never had a good browsing experience but is still the corporate tool of choice, this could be what is needed to get some market share back and any indication it will be well received will shoot this equity up fairly rapidly.  Looking at some 6-month bull call spreads...

SODA is the next on my list to watch.  SODA has continued to trade "correlated" to GMCR.  GMCR exploded after earnings which has drove SODA a bit.  SODA is now less than 50% shorted however it is not much below 50%.  Good marketing and earnings beats have piqued interest in some near-mid term moves.

SIRI has pulled back from approaching 3 but consolidated well.  2.50 calls for 14 are our play.

Happy Trading...


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