jm25

Second Cup (SCU)

GNCMA

What are your views on Biosyent - specifically their product portfolio? Good growth as a mini-Paladin Labs. Strong growth/margins, low capex, etc. I'd like to hear your views.

I agree - royalty trusts / MLPs that are paying out unsustainable dividends that are allowing them to maintain lofty valuations. Becomes expensive to short though with the yield.

Interesting topic. I'm more interested in specific companies though. Provides a good hedge too.

More Fiat (FIATY)

How do you guys typically scan for investment ideas? Any good blogs / websites? Some examples of resources I use: This website of course seekingalpha.com seekingalpha.com marketfolly.com I'm always looking for new ideas to dive into.

Given the recent run up in uranium prices and uranium companies, does anyone have any strong views on the commodity / nuclear sector?

It is still my largest holding! I'm enjoying the ride and will continue to do so!

Sold BAC calls today. Still holding the common shares.

I'm shocked by the lack of people in capital markets. I've spent 4 years as an investment banker.

Screening > Companies. Type in Implied Enterprise Value / EBITDA. If you get on the phone or instant chat with their team, they are VERY helpful. The site itself is amazing.

I owned for a while. I can't believe people just sell their shares to caldwell. He is gonna drive this stock to $2.50. I dont understand why you would sell. I bought some more WFC today This seems quite interesting. It looks like the shares were tracking a much closer P/BV (near 0.8x) and at the start of September this spread widened completely 0.7x. Any idea what happened?

Barrick Gold (ABX)

I plan on writing some more puts today. If you don't mind me asking - what maturity are you looking at? And what price range? I've already written some Jan/14 puts.