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Nvidia's Warning Could be Bad News for Intel; Recommend Bearish Hedged Play |
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| Jul 08, 2008 06:17 PM UTC |
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Tracked Blogger
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7/3 - "NVDA cited end-market weakness for the lower forecast, which could be a bad sign for INTC. If you think this stock won't be rising too far in the coming months, then it could be a good time to look at a bearish hedged play on INTC." "I would consider an August bear-call credit spread above the $23 range. A bear-call credit spread is an options position that combines the purchase and sale of call options to hedge risk in case the stock doesn't do what you think but still leverage nice returns. For this particular trade, we will make a 13.0% return in six weeks as long as INTC is below $23 at August expiration. Intel would have to rise by more than 11% before we would start to lose money." "This trade could be risky if the company's earnings (due out on 7/15) are a positive surprise, but even if that happens, this position could be protected by resistance INTC might find at its 50 day moving average, which is currently around $23 and falling." 
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