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Cagdas Ozgenc  

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  • Cagdas Ozgenc
    Data from peripheral Europe is bad in general. I took all the profits and closed my positions. I will be back when ECB takes action.
    5/15/14
    Reply (8)
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    • Cagdas Ozgenc: My exposure to Europe was FTSE MIB as I indicated on Jan 9, you may see in my stocktalk, which is one of the best performers since fall.
      5/16/14
    • Cagdas Ozgenc: Now it broke the trend line. Trade is over. Time to move on. http://yhoo.it/1oVMPeB
      5/16/14
      • Cagdas Ozgenc
        $RSX, I am repeating my Russia conviction here. Valuations are stupidly wrong. Don't be scared of the narrative and long discussions.
        5/13/14
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          • Cagdas Ozgenc
            $VNM, crazy valuations after dispute with China. I am buying Vietnam here with expectation of strong rebound.
            5/12/14
            Reply (4)
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            • dc984: Thanks sir. I read some articles on sa about the underperformance of vnm...not a concern for you?
              5/12/14
            • dnorm1234: Underperformance? Leaves more room to regress to the mean!
              5/12/14
              • Cagdas Ozgenc
                $RSX I am buying Russia at this level. Forward PE at 3.5 I don't mind the risks of US dumping oil. Currency devaluation also mitigated risks
                3/21/14
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                  • Cagdas Ozgenc
                    Emerging Markets are slaughtered. When there is blood it may be time to jump in. Currencies are devalued enough for downside risks.
                    1/24/14
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                      • Cagdas Ozgenc
                        TRY is toast. If you had played my long USDTRY suggestion, you should have made a small fortune. I think it is time to close this position.
                        1/9/14
                        Reply (3)
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                        • Cagdas Ozgenc: I was wrong. TRY still can't keep its shit together. I think we passed the part that can be explained by fundamentals.
                          1/27/14
                        • MEKhoury: This was a great call
                          1/29/14
                          • Cagdas Ozgenc
                            After Bank of Ireland bond issuance, Portugal, Span, Italy, Greece will follow suit. European financials are a very strong buy right now.
                            1/9/14
                            Reply (5)
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                            • Cagdas Ozgenc: I am a little overweight in Italy at the moment by FTSE MIB as it constitutes Italian banks. The reason I prefer indicies is leverage.
                              1/9/14
                            • MEKhoury: Great. Appreciate your thoughts
                              1/9/14
                              • Cagdas Ozgenc
                                European stocks are pulling back. My trigger finger started to get itchy. Timing is crucial. Patience...
                                12/4/13
                                Reply (1)
                                • dc984: Do keep us updated with your insights, thanks!
                                  12/4/13
                                  • Cagdas Ozgenc
                                    Turkish Lira tanked badly. Operation on Syria is elevating the tension in the region. http://seekingalpha.com/p/19qwo
                                    8/27/13
                                    Reply
                                      • Cagdas Ozgenc
                                        Autumn strategy: Buy Italy, Short TRY to hedge. http://seekingalpha.com/p/19qwo
                                        8/16/13
                                        Reply
                                          • Cagdas Ozgenc
                                            Stil haven't bought $APPL? You are going to regret big time...Apple bonds are falling. http://seekingalpha.com/p/18y4a
                                            8/13/13
                                            Reply