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Tuesday Options Update: XLF, BAC, C, MS, EXPE, RHT, JCI

any activity on the XLE?

thanks
Oct 14 13:17 pm |Rating: 0 0 |Link to Comment |View article
Celgene Becomes a Bargain Once Again

and this

WASHINGTON (Dow Jones)--The Food and Drug Administration said Thursday that Celgene Corp.'s (CELG) blood-cancer drug Revlimid may cause a rare but serious skin reaction in some patients.

The agency released a post-marketing review of Revlimid as part of a quarterly drug-safety newsletter that was posted to the agency's Web site. The review discussed 14 reports of serious skin reactions possibly linked to the drug.

Earlier this month, Revlimid appeared on a list of about 20 drugs that the FDA said it was investigating after receiving reports of various post-marketing safety issues but details weren't released.

The FDA said doctors need to be aware of the possibility that Revlimid could cause serious skin reactions and said the drug should be discontinued if a skin rash appears. The skin-reaction possibility is not currently contained in Revlimid's label, which partly serves as tool to warn doctors about drug risks, the FDA said.

Brian Gill, a spokesman for the Summit, N.J., company, said it was likely that the label for Revlimid would be updated to include reports of the skin reactions. He said about 60,000 patients have been treated with Revlimid.

Revlimid was approved in December 2005 to treat a bone-marrow disorder known as myelodysplastic syndromes and later approved for multiple myeloma, a type of blood cancer.

Since approval, the FDA said it had received 14 reports of serious skin reactions, known as Stevens-Johnson syndrome or toxic epidermal necrolysis, through January 2008. The agency said it received three reports of deaths in patients with the skin conditions, although in one case the cause of death was listed as progression of a type of blood cancer.

The skin conditions are two related skin disorders characterized by blisters that typically result from drug exposure. The agency said eight of the patients had reported either taking or previously being on other drugs that could have also caused the skin reactions. However, the FDA said in at least two cases it appeared that Revlimid played a role in the development of skin reaction.

Revlimid already carries the FDA's toughest black-box drug warning discussing the possibility of birth defects and other serious problems, such as blood clots, and is sold under a restricted distribution system.
Sep 19 12:56 pm |Rating: 0 0 |Link to Comment |View article
Is There a Bounce Opportunity in the Energy Sector?

I do like the E&Ps DVN, XTO, XEC, APC
Sep 18 12:36 pm |Rating: 0 0 |Link to Comment |View article
Is There a Bounce Opportunity in the Energy Sector?

no. Crack spread dropped 20% and crude is in backwardation. Refiner utilization is in the mid 70s what will happen to refiners when it gets to the mid 80s?
Sep 18 12:35 pm |Rating: 0 0 |Link to Comment |View article
Options Trader: Friday Outlook

Phil,

Not playing the refiners? Some monster moves over the past several trading days. Long FTO, VLO, TSO stock and calls.
Sep 12 16:33 pm |Rating: 0 0 |Link to Comment |View article
No To Refiners - Cramer's Lightning Round (9/10/08)

Love Cramer bailing on refiners just when the crack spreads are improving.
Sep 11 11:40 am |Rating: 0 0 |Link to Comment |View article
Options Trader: Thursday Outlook

Not playing the refiners? Huge pop with improving cracks spreads and low valuations. Long TSO, VLO, FTO stock and call spreads.
Aug 28 09:39 am |Rating: 0 0 |Link to Comment |View article
Tuesday Options Update: UNG, WYE, XLF, GE, AAPL, MRVL, FNM, MCRS, CLNE, CAKE,

<US Natural Gas Fund (UNG)>

Fast money was pimping the UNG last night. I'd rather trade the e&Ps APC, PXD, XTO among others.
Aug 26 13:03 pm |Rating: 0 0 |Link to Comment |View article
Options Trader: Tuesday Outlook

The USO might not look strong but APC, DVN, XTO and other solid E&Ps have built a nice base and strong gains from the time the $bpener gaves us the last buy signal.
Aug 26 10:31 am |Rating: 0 0 |Link to Comment |View article
Wednesday Options Update: MER, BAC, FNM, AMGN, AMLN, LLY, MEA, GE

love the MEA info. Added a chunk today.

thanks
Aug 20 20:23 pm |Rating: 0 0 |Link to Comment |View article
Railway Stocks Haul Transportation ETF to Solid Returns

What were your thoughts behind the huge put buying in the rails the past several weeks. Is this hedging or a sector rotation. My fav rail over the years has been GWR.
Aug 20 20:22 pm |Rating: 0 0 |Link to Comment |View article
Valero, Tesoro: Margin of Security in Refinery Assets

<I think that the long term trend in oil is up, for the usual reasons: finite supply, increasing demand from China and India, and geopolitical tensions. VLO and TSO both provide a valuable service and should be able to participate in the trend.>

If crude's trend is up then the crack spread margins will continue to be pressured, less money less profit for refiners.
Aug 20 15:11 pm |Rating: 0 0 |Link to Comment |View article
Four Brazilian Profit Plays

No love for TNE? hmmm
Aug 19 11:03 am |Rating: 0 0 |Link to Comment |View article
Thursday Options Outlook: WPI, ADSK, DNA, NITE, LEN, CTRP, FRX, IDCC

just read this again

"opening long positions here would mesh well with a trend we’ve seen consistently this week of traders extending defensive positions further into late 2008/early 2009"
Aug 14 16:23 pm |Rating: 0 0 |Link to Comment |View article
Big Oil Looks to Cash in on Crude Oil Prices

<Refining Margins Should Improve>

Inventory numbers don't bear this out. Greater gas and distil inventories with demand destruction China and US spells lower margins.
Jul 24 12:24 pm |Rating: 0 0 |Link to Comment |View article

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Wednesday, October 15.

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