Looking Closer At The Closed-End Buy-Write CEFs [View article]
I know hawkeye, I wasn't trying to use fund benchmarks, as much as using the same for every one of these funds to check how they did versus a single choice.
Update On Natural Gas Trade Positioning [View article]
Yes, quite impressive. As far as I can see the thesis remains on track, even if I expect prices to have a lot of trouble getting over $3 for now (unless summer continues to be scorching hot).
Looking Closer At The Closed-End Buy-Write CEFs [View article]
One way this could be made transparent for the fund holders, would be for there to be some kind of rule, like "can only distribute what the fund made in excess of the benchmark over a given period": That way the funds would be more comparable between themselves (you'd just have to know each fund's benchmark).
As it stands, it's pretty confusing and misleading.
A Microsoft Promotion Might Hit Amazon.com's Media Revenues [View article]
It would take AMZN's profits going up at least 5X, bruce. I started writing short on AMZN at $217, so what? It's not like it has moved much since then (I covered several times below $175, and re-shorted higher).
AMZN has only gotten WORSE since I started writing on it. The threats have only become larger, as well.
AMZN getting to $300 would not change my standing on it. AMZN INCREASING PROFITS might.
Be aware that even if AMZN profits were TEN times higher, it would still be a lot more expensive than AAPL, a much better company. So asking for it to increase profits FIVE times isn't much.
Update On Natural Gas Trade Positioning [View article]
Aricool, the number of wells being drilled is falling as per EIA. It doesn't make sense to drill and cap because it takes cash to do it.
Also, it doesn't make sense to drill for cash flow because the costs are upfront and the wells are free cash flow negative for a good while, even if they're profitable.
dixonge, this was not the first short article I did on AMZN, I was short from higher levels, have covered multiple times, used both short stock and options, and remain short.
No ouch whatsoever.
Plus 10-20% moves are nothing if you manage your risk well.
Have You Found True Religion? [View article]
Levi Strauss and others obviously have a brand. True Religion seems to have it as well.
Come'on, if you're married you know how it works ... eheh.
Update On Natural Gas Trade Positioning [View article]
Update On Natural Gas Trade Positioning [View article]
Looking Closer At The Closed-End Buy-Write CEFs [View article]
Update On Natural Gas Trade Positioning [View article]
Looking Closer At The Closed-End Buy-Write CEFs [View article]
As it stands, it's pretty confusing and misleading.
A Microsoft Promotion Might Hit Amazon.com's Media Revenues [View article]
AMZN has only gotten WORSE since I started writing on it. The threats have only become larger, as well.
AMZN getting to $300 would not change my standing on it. AMZN INCREASING PROFITS might.
Be aware that even if AMZN profits were TEN times higher, it would still be a lot more expensive than AAPL, a much better company. So asking for it to increase profits FIVE times isn't much.
Update On Natural Gas Trade Positioning [View article]
Update On Natural Gas Trade Positioning [View article]
Also, it doesn't make sense to drill for cash flow because the costs are upfront and the wells are free cash flow negative for a good while, even if they're profitable.
Update On Natural Gas Trade Positioning [View article]
Update On Natural Gas Trade Positioning [View article]
More rigs do not mean more free cash flow.
The Amazon.com Short Thesis [View article]
No ouch whatsoever.
Plus 10-20% moves are nothing if you manage your risk well.
Research In Motion: Hope Is Not A Strategy [View article]
The Yields On These Closed-End Funds Are Highly Misleading [View article]
Have You Found True Religion? [View article]