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Portfolio Management 101

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  • Portfolio Management 101
    Shipping rates finally rise. Good for (GLNG)
    8/6/12
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      • Portfolio Management 101
        Hmm, QCOM hires Intel's Chief Marketing Officer...are we going to start seeing the QCOM logo on everything? Qualcomm Inside!
        8/6/12
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          • Portfolio Management 101
            Despite the run up and earnings miss, (AAPL) looks cheap
            8/4/12
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              • Portfolio Management 101
                AGNC's results, while less than impressive, do not scare me. They are extremely hedged and can ride out the storm for a couple of years
                8/2/12
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                  • Portfolio Management 101
                    Both NLY and AGNC have shown lower trending spreads as the rate they are collecting is dropping faster than the interest they are paying
                    8/2/12
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                      • Portfolio Management 101
                        Watch for a drop in Chinese related ETF's today as manufacturing teeters on contraction. 50.1 from 50.2 prior month.(FXI)
                        8/1/12
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                          • Portfolio Management 101
                            BP results were dismal. More concerning specifically is the writedown of shale assets.
                            8/1/12
                            Reply (2)
                            • losbronces: A lot of shale assets are being written down. Its not a reserve if extraction isn't profitable and not many are at current n gas prices.
                              8/1/12
                            • DeepValueLover: BP Q3 results will improve markedly with an Iranian mining operation in the Strait of Hormuz... http://bit.ly/Mz3vpg
                              8/1/12
                              • Portfolio Management 101
                                Recently swapped BRCM for QCOM. I figured I'd bet on the bigger player
                                7/31/12
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                                  • Portfolio Management 101
                                    (FIATY.PK) Earnings miss in Europe means nothing. They are increasingly focused on global markets. New lineup is gaining traction in the US
                                    7/31/12
                                    Reply (8)
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                                    • NaveenB: I have traded this stock for the last year or so nicely, I'm now into 2 much, not worried about Fiat, just the efficiency of my trade.
                                      8/1/12
                                    • Portfolio Management 101: For comparison, look at GM's numbers today, horrible in Europe, beat expectations globally. Fiat is well positioned.
                                      8/2/12
                                      • Portfolio Management 101
                                        ACN set to rise in either a slow growth or FED stimulated economy. http://seekingalpha.com/a/elx3
                                        7/31/12
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                                          • Portfolio Management 101
                                            I sold AT&T (T) earlier this year thinking it was too rich. Made a 10% mistake. the stock continues to surprise. Any thoughts?
                                            7/31/12
                                            Reply (10)
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                                            • sethmcs: The biggest thing T got going is no EU or China exposure. Still I want to sell calls on my position to get out at $40.
                                              8/1/12
                                            • A Newell: I will either need to cover at 40 or sell. Not sure yet.
                                              8/1/12