Seeking Alpha
  • John Cofran
    out of $ZMH position up 39%
    12/12/12
    Reply (13)
    • neobliviscar: JC, all our longs getting called away this month. Everything I look at has 'overpriced' on forehead. Anything you look or rec to buy? - Ne'O
      12/12/12
    • John Cofran: large cap tech looks cheap to me... i am trimming all positions except large cap tech
      12/12/12
    • John Cofran: KSS also looks very cheap to me... pull up a 10 year chart... currently at the bottom of a 10 yr oscillating price channel
      12/12/12
    • John Cofran: utilities also getting cheaper
      12/12/12
    • neobliviscar: Utils: agree, been bottom trading a few when dipping below comp bond values. Large Cap techs also agree, though I do regard them as Canary
      12/12/12
    • neobliviscar: in Coal Mine of econ slowdowns past 13 years. KSS- wow wouldn't looked at that one unless you pointed it out. Time to research.
      12/12/12
    • neobliviscar: Will post anything else I find. Struggling to put cash to intelligent use at these levels.
      12/12/12
    • neobliviscar: KSS: Agree, but given the drop- going to sell puts-> easy fat premium capture. Great for options trade to open. 1000 thanks for this one.
      12/12/12
    • neobliviscar: Watch SO $42-$43. Avoid ConEd. Opinion on MSFT?
      12/12/12
    • John Cofran: good idea on KSS puts, i may do the same... re MSFT, its my 2nd largest holding, but look at a 10yr chart, almost identical to KSS
      12/12/12
    • John Cofran: but looks like downside to $24 if $26 doesn't hold
      12/12/12
    • John Cofran: overall, fiscal cliff could get messy, like debt ceiling did, so i am cautious... i am up 21% YTD and live off my returns, so am cautious
      12/12/12
    • neobliviscar: UR 2012 sounds like our 2011. Any time you break 20% YTD, coast w/ smile. Especially this yearend. Thinking same as you on MSFT.
      12/12/12