randomep Posted May 16, 2014 Posted May 16, 2014 AMZN FB WOW someone on this board buys these stocks???
PatientCheetah Posted May 16, 2014 Posted May 16, 2014 They look cheap 2-3 years out. I am hardly the only value oriented guy owning AMZN.
dpetrescu Posted May 18, 2014 Posted May 18, 2014 Bought some Verizon and GM LEAPS recently. VZ LEAPS are very attractive, I was able to get 10% OTM 2 years out at 17% volatility. I'd love to buy more if VZ happens to fall double digits. I'm now waiting to increase my stakes in Toyota an Verisign IMOS and Liberty Global.
meiroy Posted May 18, 2014 Posted May 18, 2014 I've been buying BRK for the dividends and APPL for the coming disruptive innovations.
woltac Posted May 18, 2014 Posted May 18, 2014 Bought Jan 2016 BAC $15 calls. Sold Jan 2015 LUK $25 puts.
ERICOPOLY Posted May 19, 2014 Posted May 19, 2014 Bought Jan 2016 BAC $15 calls. Sold Jan 2015 LUK $25 puts. I can't find the 2015 LUK puts listed through Interactive Brokers "option trader". The oldest ones listed are Dec 2014. How/where did you find them?
sswan11 Posted May 19, 2014 Posted May 19, 2014 Re LUK 1/15 puts: They do show up in Think or Swim (TDAmeritrade), but are "non-standard" 09:22 me: get a msg when I try to trade these that they are "nonstandard"? 09:22 me: .LUK2150117C25 09:25 p.espinosa: hi. the reason they are non standard is that upon exercise, the LUK Jan15 options would deliver 81 shares of LUK instead of the standard 100. non standard adjusted options such as LUK Jan15's can run into liquidity issues, as traders normally just trade the standard option contracts 09:28 p.espinosa: the non standard split adjusted options need to be priced off of this: LUK stock price x .81
PatientCheetah Posted May 19, 2014 Posted May 19, 2014 EC - Ecopetrol S.A. 6% dividend yield 8x normalized FCF
jouni1 Posted May 23, 2014 Posted May 23, 2014 RTI. after it ran up :-[ been thinking about it a while now. smallest of my four holdings.
randomep Posted May 26, 2014 Posted May 26, 2014 RTI. after it ran up :-[ been thinking about it a while now. smallest of my four holdings. 4 ??? holdings??? that's the smallest portfolio I have ever heard of..... I bought New Century Holdings HK (HK:0234), see my writeup: http://bovinebear.blogspot.com/2014/05/why-i-bought-new-century-holdings-hk.html
frommi Posted May 27, 2014 Posted May 27, 2014 Shorted a basket of stocks (DDD,CRM,P,LNKD,ULTI) and the Russel 2k. I am now fully hedged and plan to surf the time as a long-short fund until the next big downmove.
thecynic Posted May 30, 2014 Posted May 30, 2014 Altius Minerals, ALS.TO. Made it a 5% position. SP dropping because of fears of china slowdown & if mines would get built. Good management track record & in the long run, civilization will require metals. Low cost producer but may not be lowest (brazil/nw australia). Plan to add every 10% drop upto a max of 10%. Will only sell if I see management make promises and then doesn't keep them.
PatientCheetah Posted May 30, 2014 Posted May 30, 2014 The Los Angeles Clippers. ;D Hi Steve, can I get a job from you? I promise I can destroy value quicker than you can.
Lance Posted June 3, 2014 Posted June 3, 2014 I sold covered calls on KO ($41 EXP 08/16/14). Thanks Lance
frommi Posted June 7, 2014 Posted June 7, 2014 After feeling a lot of pain with a long/short portfolio in the last week i give it up, its just not for me. I covered all shorts, i just hold onto bbh and mdax put options as protection. I put this into lesson learned category which has cost me my outperformance of the first 5 months. So if i will ever short again i will only do it with small put positions. Nevertheless i raised my cash level a bit, sold CHL, DLR, WSTG,BACHY and OHI and bought ALS.TO and VZ. I am really trading too much, but i am constantly in fear of losing my gains. Really weird, i need a psychologist. ::)
thepupil Posted June 11, 2014 Posted June 11, 2014 MONT Jan 2015 20 - 15 put spreads at 55 cents Tilson Right, Chinese company is a fraud buyout not real: 8 Profit Tilson Wrong, Chinese company is a fraud but buyout real: -1 Loss http://seekingalpha.com/symbol/MONT?s=mont Why I Just Made Montage Technology Group My Largest Short Position Whitney Tilson • Today, 12:30 PM • 2 Comments China Orders Montage Technology To Cease Production And Sale Aristides Capital • Today, 8:13 AM • 25 Comments Montage's stated set top box revenue is not consistent with its reputation as a very minor player; other brands dominate Montage by 10:1 to 35:1 among suppliers and finished goods. Montage produces the majority of chips in a 5 million chip per month black market; China's government recently ordered them to "stop illegal production and sales activities immediately". Excluding illegal chips, Montage trades at roughly 10x revenue. Neither PDSTI nor anyone else is likely to buy MONT at this price. Any of numerous catalysts could drop MONT precipitously.
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now