买入NTES.18.40-18.50
July17.5Callfor0.95-1.00
Lookingforresumeuptrendfromhere.
18.30shouldprovidesomegoodsupport
(valuebuy)[
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FromYAHOOBOARDonOVTI:
1)TheStreethasVERYLOWCONFIDENCEintheABILITYofHONGandhisteamtoDELIVERbetterEPSandMARGIN.
2)HONG\'sPERSONALLYBANKisOVTI.HeisgrantingMORESTOCKOPTIONSwhichisaBIGEXPENSEtohimselfandhiscroniesthantheyDESERVE.JusttakealookattheTOTALSTOCKOPTIONCOMPENSATIONEXP.eachquarter.ItisHUGHrelativetoNETINCOME.JudgingfromhowLOUSYTHESTOCKPRICEis,dotheyDESERVEIT??????????!!!!!!!!!
3)Th...[
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shouldbeover50attheclose.shorttermtarget51.5
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Buylow.....10.65,seemsnotmuchdownsidehere.
add1/3positionfirst..[
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