no_free_lunch Posted November 5, 2013 Posted November 5, 2013 10% in SPE today. Thanks to whopper investments for this one. http://www.whopperinvestments.com/incentives-edges-and-closed-end-funds The basic thesis is that the manager should be able to exceed the S&P full-cycle while providing downside protection.
ECCO Posted November 5, 2013 Posted November 5, 2013 Today, I have short some 2015 AIG 55$ put and with that money I have bought 2015 AIG 45$ call. I did the same with BAC, 2015 15$ put and bought 2015 12$ call.
DTEJD1997 Posted November 5, 2013 Posted November 5, 2013 I am buying Mawson West. I think they will have good numbers coming up.
Myth465 Posted November 5, 2013 Posted November 5, 2013 I am buying Mawson West. I think they will have good numbers coming up. As am I, someone reads VIC.... Just saw it yesterday and now moving cash around to buy.
no_free_lunch Posted November 6, 2013 Posted November 6, 2013 writing ITM AIG 2016 LEAPS If you don't mind me asking, what is the thesis on writing ITM AIG leaps? Calls or puts?
Lance Posted November 6, 2013 Posted November 6, 2013 In the past month I have: Bought FFH, Lukoil and Gazprom. Sold puts on WLT and bought them back. Sold covered calls on RAI. Sold KKR, VOD and VZ. Sold puts on RVBD, BAC and AIG. Thanks, Lance
TwoCitiesCapital Posted November 6, 2013 Posted November 6, 2013 BP and Safe Bulkers I bought SB way back in 2010. Let's hope it moves a little quicker for you then it did for me. Recent returns haven't been so bad though since doubling down near the bottom.
DTEJD1997 Posted November 6, 2013 Posted November 6, 2013 I am buying Mawson West. I think they will have good numbers coming up. As am I, someone reads VIC.... Just saw it yesterday and now moving cash around to buy. Yes, VIC is a good board! HOWEVER, I must give credit to XXX1313. He tipped me off to Nevsun (very nice gain) and Mawson West. I bought a little bit a while ago, and I'm kicking myself I didn't get more. Mawson West very well might be the cheapest company out there. I think they are going to put up some very good numbers. There is risk with them, but the valuation is just too compelling, management looks good. We'll see soon!
phil_Buffett Posted November 6, 2013 Posted November 6, 2013 I am buying Mawson West. I think they will have good numbers coming up. As am I, someone reads VIC.... Just saw it yesterday and now moving cash around to buy. Yes, VIC is a good board! HOWEVER, I must give credit to XXX1313. He tipped me off to Nevsun (very nice gain) and Mawson West. I bought a little bit a while ago, and I'm kicking myself I didn't get more. Mawson West very well might be the cheapest company out there. I think they are going to put up some very good numbers. There is risk with them, but the valuation is just too compelling, management looks good. We'll see soon! whats the Thesis behind mawson? i dont have Access to the vic. would be great if someone of you give me a short Explanation. would be great thank you :)
Packer16 Posted November 7, 2013 Posted November 7, 2013 I bought some GNCMA and UPL via sale of the rest of my LIN. Packer
muscleman Posted November 7, 2013 Posted November 7, 2013 I bought a 10% position in BPOP at $26 last week. My theory is that Peurto Rico muni crisis is overblown, and that even if there is some issue, BPOP's exposure is small enough. I think the current 2.6% NPA is quite manageable, so there should no longer be 250 million a year loan loss provision, so the forward P/E should be 5, which is quite low.
Myth465 Posted November 7, 2013 Posted November 7, 2013 Mostly holding my failing knives. Bought during the shutdown.
xtreeq Posted November 7, 2013 Posted November 7, 2013 Mostly watching the oily knives pouring down .... SD, LTS (now a whopping 16.2% yield!), AET.UN ... Managed to extracate myself this morning from ALSK above 2.50 ... whew. FTP still going down and I don't think it will stop anytime soon. OIBR down and hopefully will continue to do so so I can pick it up again :) Packer - which UPL did you purchase? Your OIBR excel is wonderful - thanks!
Packer16 Posted November 7, 2013 Posted November 7, 2013 Ultra Petroleum common. They just purchased some oily properties and the market does not like it. They have a low cost position in Nat's Gas. Packer
Spekulatius Posted November 8, 2013 Posted November 8, 2013 DVN (partial buyback of a recently reduced position) ASFI (first lot) OVLY ( add)
Palantir Posted November 11, 2013 Posted November 11, 2013 Added a call on CBRX dated Mar '14. Added DOX too.
argonaut Posted November 11, 2013 Posted November 11, 2013 GNCMA today (thanks Packer!), aig leaps last week (thanks Uccmal!)
wachtwoord Posted November 11, 2013 Posted November 11, 2013 GNCMA today (thanks Packer!) There is no topic on that that I could find. Could you elaborate? A very quick view showed a small-cap (<$400M) company in the telecom industry (not the most loved industry right now) with a high PE but low forward PE, negative free cash flow, high (>1$B) in debt, low (<2%) margins, low ROE (<10% but growing), insider buys and a recent earnings call. What got you excited? :)
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