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Cabeza Howe  

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  • Cabeza Howe
    $VNM W-Formation. Along with fundamentals it might have bottomed. Risk: Fed rate rise triggers fund outflow, mitigated by ECB/BOJ QEs.
    Fri, 10:14 PM
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      • Cabeza Howe
        $LC Laplanche: "we're ... not ... competitive ... with incumbents... there'll be more banks joining our marketplace." http://goo.gl/gZl1BM
        Wed, 9:13 AM
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          • Cabeza Howe
            $VNM VN-Index +2.47%, bottom in. CPF-R 0%, PMO 0%, SIA+0.8%, DNA+3.7%, DPM/PVS/PVD/PVT VIC/VCB/MSN/STB fine; $VNM 0% premium to NAV =>Rally?
            Wed, 7:12 AM
            Reply (6)
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            • Cabeza Howe: VN-Index winning streak 4th day +1.68% but $VNM already at +2.43% premium to NAV. $VNM seems trying to be leading the rally. Let's see.
              Fri, 6:12 AM
            • Cabeza Howe: Love the V-shaped bottoms.
              Fri, 6:18 AM
              • Cabeza Howe
                How long/deep Sell in May will last in VN-Index? With Vietnam April PMI showing highest spike in its 4-year history, buy $VNM on pullbacks.
                May 4, 10:17 AM
                Reply (5)
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                • AUGUR OF ARIZONA: I bought more VNM this AM @ 17.12. Seems like there might be some support in the 16.50ish to 17ish level.
                  Wed, 12:17 PM
                • Cabeza Howe: Savvy move. Agree with you. Would buy any dips again. Irrationality won't last forever. Damn SBV for not engaging on QE of some sorts :<
                  Wed, 2:03 PM
                  • Cabeza Howe
                    VN-Index -3.08% in vetnam, driving $VNM down today. Vetnam has an illiquid market. VN-Index higher in May in its 4/15 years of trading.
                    May 4, 10:13 AM
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                      • Cabeza Howe
                        Sam's Club $WMT teaming up with Lending Club $LC to offer loans to small businesses. http://goo.gl/ubMQby http://goo.gl/DrmXDt
                        Apr 24, 2:48 PM
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                          • Cabeza Howe
                            At $10.58, $PAK is trading at premium of 2.23% relative to NAV. But there're reasons to be optimistic on Pakistan.
                            Apr 24, 10:26 AM
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                              • Cabeza Howe
                                Nice reversals today: $VNM $XIN $BAC. Long all three.
                                Apr 22, 1:56 PM
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                                  • Cabeza Howe
                                    $BAC price reversal looking good. Regulatory trouble behind, cost reduction to boost earnings, great play on interest rate hike. No brainer.
                                    Apr 16, 11:22 AM
                                    Reply (2)
                                    • Chancer: Unless interest rate hikes do not come until 2018-2020. What then? Hold for the dividend?
                                      Apr 16, 11:59 AM
                                    • Cabeza Howe: In that case I would be doing both swing trade and hold a core position on it.
                                      Apr 16, 1:24 PM
                                      • Cabeza Howe
                                        Initiated a modest position in $SFM right before market close. Can't resist my contrarian nature. Also added some $BAC today.
                                        Apr 15, 4:05 PM
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                                          • Cabeza Howe
                                            Betting against hot money sometimes pays off. Look at $VNM, hot foreign capital flow reversed direction in ~1 week. http://goo.gl/76Vjoa
                                            Apr 15, 4:01 PM
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                                              • Cabeza Howe
                                                Strong mortgage banking growth from $JPM, $BAC and $WFC portends well for the tiny $INBK, which has significant mortgage banking business.
                                                Apr 15, 2:53 PM
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                                                  • Cabeza Howe
                                                    What a dreamer's market! I enjoyed the recent ride on $JMEI. But I've said Good Bye to it now. Nobody has ever got broke taking profit!
                                                    Apr 15, 2:13 PM
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                                                      • Cabeza Howe
                                                        Link for $LC CEO Renaud Laplanche on TheStreet.com here: http://goo.gl/lUkXd8
                                                        Apr 14, 10:47 AM
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                                                          • Cabeza Howe
                                                            Potential near term bottom for $LC stock. Nibble here.
                                                            Apr 13, 3:09 PM
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                                                              • Cabeza Howe
                                                                $LC http://goo.gl/dvBrge
                                                                Apr 13, 10:16 AM
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                                                                  • Cabeza Howe
                                                                    The time to get long $VNM and sit back for major gains is Now. I'm building a sizeable position.
                                                                    Apr 8, 4:06 AM
                                                                    Reply (5)
                                                                  • View all 5 replies
                                                                    • AUGUR OF ARIZONA: Thank you for your summation.
                                                                      Apr 15, 6:32 PM
                                                                    • Cabeza Howe: Pleasure. Thanks for the discussion.
                                                                      Apr 16, 1:26 PM
                                                                      • Cabeza Howe
                                                                        $INBK insiders nibbled again: http://goo.gl/H9dbZS
                                                                        Feb 2, 7:17 PM
                                                                        Reply (2)
                                                                        • Dr. Z.: Compared to my oil stocks $INBK is quite a Zen experience. It doesn't go anywhere, it just is.
                                                                          Feb 2, 8:35 PM
                                                                        • Cabeza Howe: People are looking backward to its anemic past. But now that the co. keeps on delivering, things sure can turn quickly. Just hard to time.
                                                                          Feb 2, 8:42 PM
                                                                          • Cabeza Howe
                                                                            $NBG $GREK $VGK If Syriza is pragmatic rather than extreme, it could be one of the best things ever happen to Greece, Eurozone and EU.
                                                                            Feb 2, 11:22 AM
                                                                            Reply (2)
                                                                            • Dr. Z.: I was thinking the same thing, for a radical lefty their PM sounds quite rational and pragmatic. Got myself some GREK options today.
                                                                              Feb 2, 8:30 PM
                                                                            • Cabeza Howe: Not a great idea to be too aggressive here. Measured buys with options might indeed be way to go.
                                                                              Feb 2, 8:48 PM
                                                                              • Cabeza Howe
                                                                                $INBK insiders purchased shares again. http://goo.gl/iBRXfK, http://goo.gl/V9Yx11
                                                                                Jan 29, 8:26 PM
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