This thing has gotten alot of attention from multiple bloggers. The chart is unmistakable. And with the Olympics ahead of us, this seems like it has legs...
The other side of this is that once the Olympics is done, then what... dunno. But China has passed the US in internet viewing, so the AD sellers are frothing at the mouth, thus VISN has potential upside from indirect association... Its all about ADS and I see VISN doing stuff on the internet as well - my speculation...
The thing is that the options are cheap... The Jan22.5call is <3.0. Considering it being months out which alleviates risk, that is cheap... And i plan to buy depending on the momentum... and on what happens to dumb positions in MAR/HOT...
I will be watching carefully to see what happens to MAR/HOT. I really wanted to exit these positions as I am a bit uneasy here. The swings have come and apparently the short side may be done for now (which i am stuck in). The fundamentals are horrible and it seems as though shorting the Vegas players was the way to go... They will have tons of empty time-shares for months maybe years to come.
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