frommi Posted July 24, 2014 Share Posted July 24, 2014 In a rising market, aren't you far better off concentrating in finding good value buys? I hate to see you blow up. I invert this, is it not a good idea to buy stocks in a falling market? Don`t be too friggin long at the moment. :D Link to comment Share on other sites More sharing options...
peter1234 Posted July 25, 2014 Share Posted July 25, 2014 I bought IBB (iShares Nasdaq Biotechnology ETF) Jan 2016 $250 puts today. Thanks Lance In a rising market, aren't you far better off concentrating in finding good value buys? I hate to see you blow up. How do you blow up buying Puts? ??? Link to comment Share on other sites More sharing options...
Lance Posted July 27, 2014 Share Posted July 27, 2014 I bought IBB (iShares Nasdaq Biotechnology ETF) Jan 2016 $250 puts today. Thanks Lance In a rising market, aren't you far better off concentrating in finding good value buys? I hate to see you blow up. Hi PatientCheetah, I'm concerned that the market is overvalued. My IBB puts (and my EEM and IWM puts) are a hedge against my longs, which I would rather not sell. Also, as they're puts, I'm not concerned about blowing up (my LNKD, NFLX and TSLA shorts on the otherhand...). Thanks, Lance Link to comment Share on other sites More sharing options...
randomep Posted July 28, 2014 Share Posted July 28, 2014 GLBS after selling a year ago, well no sense crying over spilt milk. Link to comment Share on other sites More sharing options...
Lance Posted July 29, 2014 Share Posted July 29, 2014 SBRCY - Sberbank Rossii OAO Thanks, Lance Link to comment Share on other sites More sharing options...
fareastwarriors Posted August 1, 2014 Share Posted August 1, 2014 bought some BAC Link to comment Share on other sites More sharing options...
valueyoda Posted August 2, 2014 Share Posted August 2, 2014 The financials offer a wide array of possibilities right now: Ocwen Financial, Altisource Portfolio Solutions, JP Morgan, Bank of America (plus A warrants), Citigroup, AIG, Genworth Financial, Sberbank. Life Time Fitness, Seaworld Entertainment, Monsanto are some other names that come to mind. Link to comment Share on other sites More sharing options...
phil_Buffett Posted August 6, 2014 Share Posted August 6, 2014 fiat, altisource, Eurobank ergasius, horsehead, gazprom, sberbank, lightstream, penn west and clarke Link to comment Share on other sites More sharing options...
Valuebo Posted August 6, 2014 Share Posted August 6, 2014 fiat, altisource, Eurobank ergasius, horsehead, gazprom, sberbank, lightstream, penn west and clarke That's more names than I have in my portfolio. :D Must say plenty of stocks have gotten cheaper quickly these last few days. AIQ, LRE, Fiat, GM, JPM, IBM, Intralot, .. for those that I follow closely. Let's hope the European correction blows over! Link to comment Share on other sites More sharing options...
phil_Buffett Posted August 6, 2014 Share Posted August 6, 2014 fiat, altisource, Eurobank ergasius, horsehead, gazprom, sberbank, lightstream, penn west and clarke That's more names than I have in my portfolio. :D Must say plenty of stocks have gotten cheaper quickly these last few days. AIQ, LRE, Fiat, GM, JPM, IBM, Intralot, .. for those that I follow closely. Let's hope the European correction blows over! :D yeah i have a Portfolio with a lot of names. i take the Walter schloss Approach. yeah youre right. a lot of stocks get cheap. i would buy all of that youre mentioned if i have more Money right now. Link to comment Share on other sites More sharing options...
wachtwoord Posted August 6, 2014 Share Posted August 6, 2014 I sold my PKX and CHL to pay for FIATY, LUKOY and UPL. Mostly because I think PKX and CHL are no longer undervalued (some appreciation and erosion of fundamentals). Link to comment Share on other sites More sharing options...
phil_Buffett Posted August 6, 2014 Share Posted August 6, 2014 I sold my PKX and CHL to pay for FIATY, LUKOY and UPL. Mostly because I think PKX and CHL are no longer undervalued (some appreciation and erosion of fundamentals). i can understand you. also sold last week my posco to buy some stocks with more Price potential Link to comment Share on other sites More sharing options...
yader Posted August 7, 2014 Share Posted August 7, 2014 Jan 16 calls on PWE (5) and SD (3). Link to comment Share on other sites More sharing options...
Lance Posted September 19, 2014 Share Posted September 19, 2014 SHLD and a basket of offshore drillers (ESV, SDRL and RIG). Link to comment Share on other sites More sharing options...
frommi Posted September 19, 2014 Share Posted September 19, 2014 I sold my PKX and CHL to pay for FIATY, LUKOY and UPL. Mostly because I think PKX and CHL are no longer undervalued (some appreciation and erosion of fundamentals). i can understand you. also sold last week my posco to buy some stocks with more Price potential When you look at normalized earnings at Posco they are still pretty cheap. In the next steel bull cycle they should be able to earn 3x-4x of what they earn currently. And i doubt that Monish would buy something with 20% upside. :) I will probably look very stupid at the end of the year but i bought more puts today and have now around 50% in cash. And some of west`s Japanese picks have found their way into my portfolio. (Thanks!) Link to comment Share on other sites More sharing options...
Palantir Posted September 19, 2014 Share Posted September 19, 2014 DNOW Link to comment Share on other sites More sharing options...
sethatk Posted September 19, 2014 Share Posted September 19, 2014 PRDFG Link to comment Share on other sites More sharing options...
saltybit Posted September 19, 2014 Share Posted September 19, 2014 more IFT Link to comment Share on other sites More sharing options...
frommi Posted September 29, 2014 Share Posted September 29, 2014 I sold my PKX and CHL to pay for FIATY, LUKOY and UPL. Mostly because I think PKX and CHL are no longer undervalued (some appreciation and erosion of fundamentals). i can understand you. also sold last week my posco to buy some stocks with more Price potential And i thought i am good at timing. ;D It was probably not a bad idea to sell pkx, even when i still think that there is still plenty of upside in the coming years. Link to comment Share on other sites More sharing options...
LowIQinvestor Posted September 29, 2014 Author Share Posted September 29, 2014 ALLY- Ally Financial Buying from the US Govt. They want out by EOY. Link to comment Share on other sites More sharing options...
ourkid8 Posted September 29, 2014 Share Posted September 29, 2014 I am hoping to be included in the Premier Diagnostic Health Services Inc private placement - 1st closing! Funds submitted, awaiting confirmation. Tks, S Link to comment Share on other sites More sharing options...
CorpRaider Posted September 29, 2014 Share Posted September 29, 2014 AVP Link to comment Share on other sites More sharing options...
Lance Posted September 29, 2014 Share Posted September 29, 2014 PDI - PIMCO Dynamic Income Fund. Thanks, Lance Link to comment Share on other sites More sharing options...
PatientCheetah Posted September 29, 2014 Share Posted September 29, 2014 SC EJ SFUN Link to comment Share on other sites More sharing options...
Kraven Posted September 29, 2014 Share Posted September 29, 2014 Coffee. Link to comment Share on other sites More sharing options...
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