OCT

I lost -$24,266 for the month of Oct. It was originally over 40k, but I made back 16k during the month. I was long way too much when we hit the lows Oct 4. My phone rang pretty much at the exact bottom and I had to answer my margin calls.

I have not made many trades of late, just holding a bunch of stuff, like GOOG!!!! Which finally broke out today.

I am still up 84k for the year. I hope I can be up 100K at the end of the year!

I like SODA here at 35, I am long a bunch and will buy more when I have some cash. Also AMZN looks great here at the 217-218 base.

Add: Was long PCLN into earnings, not many shares, but still it fell hard to 475 and then all the way back up to 521. Not a trade for the weak hand.

GMCR

I covered my GMCR short today, I also shorted it again and again as it went down to 80 from 92, nice ride. My avg was +1.98 with 1500 total shares traded for $2971. I missed the big move down when I had most of my shares but that is the way it goes. Sweet.

NFLX

Today I covered my NFLX short in two parts for +14 average. Not too many shares but it worked out ok for +$2767 today. I had to sell my WYNN for a big loss, this was a winner to a loser. I sold before the bigass drop today too. So that was a -$8984 loss, I am looking at a break even month I think, which is just fine.

I have been on NFLX as a short well before 300, I had some nice rides for sure, but it would have been nice to catch the whole ride since I talked so much about this company. Today was epic, NFLX traded down to 109 and it was Qwik. From 300 to 100 in 2 months. I think it is going a lot lower too, so I will be sure to get short again as soon as I have some free capital. I think it is going to 50 for sure, but it could got to 10 even, the customers are leaving the company like crazy, I can see it every day.

I read just about every single comment every day on the NFLX blog, I know the pulse of the customer, I see it, I can hear it, the customers are very pissed and they are leaving.

Here is a comment from a customer who left a message on the NFLX blog, just one of tens of thousands...

What would you do?

What would you do based on this upside down chart? Short or Long?

NFLX

I set a hard stop on NFLX today and it was hit at 135.15 for +20.75. I tried to short it again and covered for a small loss, best for me to stay away for a while and let it setup again. +$7728 on that.

SINA is pissing me off, I was up 7k, then down, I held back up 7 or 8 k and today it tanks again. I really need to sell some when I am up that much, but I am trying to hold for a really big move.

ISRG is working well for me, I have a short leash on it now though so I hope it holds.

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ISRG stop hit at 389.99 for +15, I forget when I got in this one but it has been a while +$1953

NFLX

Here is a chart and comment I posted in July and the one below it from today.

Comment from July - http://www.dehtrader.com/2011_07_01_archive.html
"This monthly chart shows a rise that usually ends in a fall, every chart you look at that compares with this shows they eventually come straight back down."

July Monthly

September Monthly

AAPL

Sold my AAPL from a few days ago for +8.82. Shorted NFLX for a quick trade +1. I am back short now around 160, hoping to keep it for a while.

Other trades this month, was a long NFLX which I got killed -$5,570 and a NFLX short which I covered before the big fall +$1,164 and today so far +$791

I covered my NFLX short around 158 for +2 and left 4pts out there. +I re-shorted again at 156, trying to hold.

+$1456 for today

NFLX

I have been short NFLX for a long while, in and out as I could. Yesterday was the day to be short, I missed it. Fckers. NFLX is down 17% and counting.

ISRG

I was going to add to my ISRG this am, I bought AAPL instead. I still like AAPL, but now I like ISRG even better, it is the future of surgery. ISRG 400 is near and may go much higher.

SINA

If one does not go long SINA now at 109 - 110, you could miss out on a huge run to new all time highs +147. I am long and double my normal share size.