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Paul Price

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  • Possible NYSE Euronext Options Trade [View article]

    Very true, and if the shares go way up you make the best-case return which is pretty spectacular.
    Apr 29 11:55 AM | 1 Like Like |Link to Comment
  • State Street: A Bankable Proposition [View article]

    Is a best case scenario profit of 393% not enough upside for you?

    Apr 28 03:27 PM | 2 Likes Like |Link to Comment
  • State Street: A Bankable Proposition [View article]
    If you believe State Street is going to zero you shouldn't buy the shares or sell the puts.

    I noted clearly this play is strictly for those who believe in the long term survival and health of STT.
    Apr 28 09:28 AM | 2 Likes Like |Link to Comment
  • Warren Buffett gets many things right, but Andy Kern of Berkshire Ruminations says his stance on the U.S. debt bubble - that "we'll be fine in the long run" - is wrong. "How will we be living when 75% of our GDP is committed to simply servicing our national debt?"  [View news story]
    The public pension - medicare/social security issues are the things that will bring down America.

    Government workers of all types- teachers, cops , firefighters, military and especially civil servants are almost the on ly people earning full lifetime pensions and benefits these days.

    They are the most OVERPAID segment of society and feed at the taxpayer trough.

    Apr 26 04:45 PM | 3 Likes Like |Link to Comment
  • Apollo Group Inc. – Profit from a ‘For Profit’ [View article]
    As with any position, you can close out options and/or sell shares whenever you think you no longer want to be involved.

    To do that you just buy back the options you no longer want to be short.

    You can also close out shares and options when thigns go so well so fast that it isn't worth waiting for the expiration date. That frees up your capital for other opportunities.

    Apr 25 06:04 PM | 3 Likes Like |Link to Comment
  • Apollo Group Inc. – Profit from a ‘For Profit’ [View article]
    Everyone is entitled to their own opinion.

    Apollo had its doubters with similar concerns back in 1999 and 2006.

    After seeing the shares hit a [split adjusted] low of $7.80 in 1999 the shares tripled in less than 18 months and peaked at $98 in under 5 years.

    Bears on APOL in 2006 watched in horro as the shares rebounded from a low of $33.30 to $80.80 over the next 12 months.

    Short this one from its current valuation level at your own risk.
    Apr 25 01:22 PM | 3 Likes Like |Link to Comment
  • ICE Makes for a Hot Combination Play [View article]
    With $38 trillion in notional value I can't see how it won't translate into increased reveneus over time.

    How much impact, and how soon they'll see extra profit are not easy questions to answer.
    Apr 23 03:21 PM | Likes Like |Link to Comment
  • TARP Assets and Uncle Sam's Balance Sheet Games [View article]

    In your example the failing bank had $500,000 of equity left when the taxpayers came in with their new $1,000,000 in equity.

    Thus, even if taxpayers ended up with 50% ownershio they would have paid for 66.667% of the current equity- a bad deal. Even worse, it would enable the poor management who got the bank into trouble, to keep right on going with their failed business model.

    Why would taxpayers want to partner up with bad managements (and at an immediate dilution to their contributed equity)?

    It seems much better to shut down failing banks and let successful managements take over the assets.

    Apr 23 06:35 AM | 3 Likes Like |Link to Comment
  • Perrigo - A Prime Buying Opportunity [View article]
    Jerrion is correct. $400 MM of debt is dsecured by an offsetting
    $400 MM deposit. Net debt is quite reasonable.
    Apr 22 11:28 AM | 5 Likes Like |Link to Comment
  • NITE Could Make Your Day [View article]
    Knight Capital Group (NITE): Q1 EPS of $0.33 beats by $0.04. Revenue of $254M (+31.1%) vs. $253M.
    Apr 22 10:06 AM | 4 Likes Like |Link to Comment
  • Why Abbott Labs Is Getting Closer to a Buy [View article]
    Here's a way to play ABT with a break-even point well below your purchase price target zone...
    Apr 21 08:37 AM | Likes Like |Link to Comment
  • Computer Sciences Corp: A Buy / Write Opportunity [View article]
    Dividend guy...

    You give out at least two trades everyday or more than 500 a year.

    Do you think that's too many?
    Apr 20 12:23 PM | 3 Likes Like |Link to Comment
  • Mosaic's Growth Story [View article]
    Beta is NOT a measure of risk. It is a measure of relative volatility.

    High Beta stocks usually have much better option premiums than low Beta shares and are very suitable for the types of combinations I describe here on SA.
    Apr 18 12:52 PM | 1 Like Like |Link to Comment
  • Mosaic's Growth Story [View article]
    With $2 - $3K just buy some shares.
    Apr 17 12:20 PM | 3 Likes Like |Link to Comment
  • Mosaic's Growth Story [View article]

    This is a relatively 'young' company formed in 2004.
    They initiated a dividend in 2008 and are likely to significantly raise it in future years.

    The current payout ratio is a very low 4% leaving lots of room for higher distributions without any debt problems.

    Apr 17 08:42 AM | 3 Likes Like |Link to Comment