Leonard the Monkey

Why I'm Short Vanguard Natural Resources, Long Linn Energy

LINE has really broken out here.

Busting through 16.50 and into the 17's clears the way for some further upside.

Spectacular trade!

Why I'm Short Vanguard Natural Resources, Long Linn Energy

Freya,

He was a very underrated genius.

Also this pairs trade is now up about 12% in the first week including the VNR distribution.

Not a bad idea to take some profits.

Why I'm Short Vanguard Natural Resources, Long Linn Energy

LINE big upgrade from Citi with a 23.50 price target implying 67% upside.

On top of that VNR downgraded today by Wachovia.

:)

Dendreon: Short Squeeze Time

I just caught an easy 25% profit because the news was already out, the sentiment before hand was extremely negative and the possible outcomes extremely positive.

Those of you investing in it, I wish you the very best and I do truly hope that it exceeds everyone's expectations for the sake of those who need the medicine.

Dendreon: Short Squeeze Time

Teddy, Phase IV trial's can result in the drug no longer being able to be sold.

You should apparently look it up.

Harmful effects discovered by Phase IV trials may result in a drug being no longer sold, or restricted to certain uses: recent examples involve cerivastatin (brand names Baycol and Lipobay), troglitazone (Rezulin) and rofecoxib (Vioxx).

U.S. Cigarette Sales Volume: Fitch Sees Drastic Decline

MO is going to be hammered by lower cost competitors as people trade down.

Look at how much money they made on their lower priced brands... it was a negative number.

People will still smoke and chew - but less people will do it, people will do less of it, people will trade down to cheaper brands, more people will turn to the untaxed black market for tobacco.

MO had one hell of run, now it is slowly dying.

I'm a very light smoker.

If MO can get back to $20 I think it would be a great short.

Big Tobacco Beware, the Next Big Story Stock Could Involve E-Cigarettes

Short MO

Doesn't matter if the ban it or not, people will get it. A lot of blackmarket activty ramping up in the face of these price hikes.

Energy Secretary Steven Chu Should Be Fired for NatGas Views

I certaintly understand that nat. gas could be a huge positive as a transportation fuel.

However, Pickens plan is predicated on the assumption that it will take at least a decade before electric vehicles can have any impact.

Looking at BYD in China, the expanding fleet of UPS/Fed Ex and other transportation companies electric vans, the increasing number of electric cars in my community, ect... - I think his assumptions are incorrect.

It would take a significant amount of time to get enough people to adopt nat. gas vehicles - why not just skip nat. gas and go straight to electric?

The technology is closer then you think.

Citigroup Float May Experience Dramatic Upside Velocity

I get to short C in the double digits again - Yeah!!!

When it goes back down to $2 do you think they will do another reserve split?

Being that it's such a great idea and all.

Mortgage REITs: Real Value in a Chaotic Market

HI Thomas,

If you had actually read the article you would see I focused on the FNM and FRE issue.

Good day.

BTW: Yields have contracted as these securities are increasingly viewed as being safe.

Chinese Are Likely to Halt Purchases of U.S. Treasury Debt

TBT to $4000

3% a year for 30 years...

No wonder they would rather buy commodities.

Commodities don't default on you.

Is the USO ETF a Piece of Junk?

Skye001: Good point.

The way it has been working that I have seen is that the front month is getting pushed down before "the roll" and the next month prices are being pushed up artificially.

Once the rollover takes places the price quickly starts to come back down towards the current months price thus narrowing the contango.

This is hurting USO.

Full Disclosure: I am short USO

Mortgage REITs: Real Value in a Chaotic Market

Thanks Mitch I will have to give that one a look as I am not familiar.

I need a bailout - REM is my fav ETF right now!

tc1 - I'm not claiming to be the expert on AGNC but I believe it had to do with their spread being lower then the avg. and the use of options to make up a chunk of the earnings last qtr., if I remember correctly.

Annaly Capital Management: Is Excellent Performance a Thing of the Past?

Agree with BearClaw and I think HTS looks like an even better buy at the current level.

As such I have been buying.

DryShips Looks Good, Even Without Its Dividends

Down 20% plus in AH tonight - issuing shares and can't repay loans...

Wow what a great investment --- where do I sign up?