Seeking Alpha

Anthony Alfidi » StockTalks

  • My fair value calculation for $IYR: 24.45 assuming 10% cap rate. Seriously.
    2 days ago
  • Yesterday I sold Jan 11 puts under $BNI at 95. Thanks, Uncle Warren. :-)
    4 days ago
  • Consumer spending is not rebounding at all. That spells trouble for retailers over the holidays.
    Sat, Oct 31, 2009
  • I'm seriously considering opening a bearish position in $LMT. I'll decide next week.
    Sat, Oct 31, 2009
  • My covered short puts under SPY are still OTM. That's nice.
    Sat, Sep 26, 2009
  • Refreshed my covered calls on all holdings of FXI and IAU. Even sold a few on GDX.
    Tue, Sep 22, 2009
  • $IYR still too expensive!
    Tue, Sep 22, 2009
  • I sold a couple of cash-covered OTM puts under $SPY. Risk of going long at a big discount is acceptable to me.
    Tue, Sep 22, 2009
  • $IWM not a good buy at 61 and change. People buying now will be disappointed next year.
    Fri, Sep 18, 2009
  • Philly Fed data not good; so when will $SPY decline accordingly?
    Fri, Sep 18, 2009
  • $ANV closing in on 10, nice to see. :-)
    Fri, Sep 18, 2009
  • Very disappointed that $BHI snapped back to 40 and ruined my merger arb play. :-(
    Fri, Sep 18, 2009
  • $IYR still ridiculously high.
    Fri, Sep 18, 2009
  • I'm equally curious about whether my $GDX will be called away if it closes above 46 on Friday.
    Fri, Sep 18, 2009
  • I'm curious about whether $FXI will stay within my short straddle.
    Fri, Sep 18, 2009
  • I bought to close a few uncovered calls on $GDX, leaving covered calls in place.
    Thu, Sep 17, 2009
  • I bought to close my uncovered calls on $SPY, $EFA, $VWO, and $BHI. Horrendous losses for this month. :-(
    Thu, Sep 17, 2009
  • $XLF is up almost 140% since the March bottom. Unbelievable, esp. since big zombie banks are still in trouble.
    Mon, Sep 14, 2009
  • $IYR is up almost 100% since March. That can't last.
    Mon, Sep 14, 2009
  • $IYR levitates, but fair value still somewhere south of 27, IMHO.
    Tue, Sep 08, 2009
Older
StockTalks by Ticker
AIG, ANV, BAC, BHI, BJS, BNI, C, CMF, EFA, FNM, FRE, FXI, GDX, GS, HUN, HYG, IAU, ICF, IFGL, IWM, IYR, LMT, ORA, OXY, RTL, SCHW, SFL, SPY, TLT, TRMB, UBS, USO, VWO, WFC, WPS, XLF, XTO