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portfoliV

 
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  • portfoliV
    STP and YGE are very oversold. might mark a short-term bottom. FSLR is getting ahead of itself though. Might make a good hedge.
    7/31/12
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      • portfoliV
        A Japanese Yen FXY intervention might be imminent. There is a nice 3% profit to be made there probably up to 45% with leverage
        7/25/12
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          • portfoliV
            Euro seems to be stabilized. Long MS will be the trade to do for the next month or so. http://seekingalpha.com/a/g0ev
            7/25/12
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              • portfoliV
                SLV seems a very good buy. 26 holds up well and I am long 26 calls for July 13' 2012.
                7/11/12
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                  • portfoliV
                    No one here at SA seems to have a real clue why such a big down day. Any more theories?
                    6/21/12
                    Reply (2)
                    • Malt Backbone: Because we ramped from 1320s to 1360s in 4 days on rumors of QE and CB intervention, but got neither.
                      6/21/12
                    • sundate36: Au contraire, see this excellent post http://seekingalpha.com/a/ehaf + John Hussman's recent blog (just posted on alpha a few days ago).
                      6/21/12
                      • portfoliV
                        Great opportunity on UNG s move. Long USO hedged with short UNG.
                        6/14/12
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                          • portfoliV
                            1,70 is probably the bottom in 10 year short-term. Shorting Bonds is a good trade. Long TTT.
                            5/17/12
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                              • portfoliV
                                spot on the bottom in SLV (silver). Follow me if you trade it. Probably another downward turn in June 2012 http://seekingalpha.com/a/cpft
                                5/17/12
                                Reply (1)
                                • neobliviscar: Yep. Lots of us disagreed with you & SLV then became my biggest MTM loser of 2012. Veteran trader must admit you were very right at this one
                                  5/17/12
                                  • portfoliV
                                    Contrarians buying GMCR very aggresively along with value investors.
                                    5/8/12
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                                      • portfoliV
                                        GMCR s resilience even in the case of the forced sale by company chairman is very good
                                        5/8/12
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                                          • portfoliV
                                            GMCR trade worked very well an might rise all the way up to $35 in my opinion. Check out why http://seekingalpha.com/a/c0cr
                                            5/8/12
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                                              • portfoliV
                                                Without capitulation the bottom might not be there yet for UNG. http://seekingalpha.com/a/9b47 http://seekingalpha.com/a/9kon
                                                5/8/12
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                                                  • portfoliV
                                                    I would realize the profits from UNG if the position was initiated around $15,5. Capitulation has not happened yet.
                                                    5/8/12
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                                                      • portfoliV
                                                        Check out the article about details http://seekingalpha.com/a/c121
                                                        5/4/12
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                                                          • portfoliV
                                                            Along with the EUR probably.
                                                            5/4/12
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                                                              • portfoliV
                                                                MS,GMCR, FSLR, LDK will soar on a relief rally in the next 10 days.
                                                                5/4/12
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                                                                  • portfoliV
                                                                    MS might already open up huge on May 7th' 12.
                                                                    5/4/12
                                                                    Reply (1)
                                                                    • cnype: Why do you say that? Any weekend news, or just from oversold.
                                                                      5/4/12
                                                                      • portfoliV
                                                                        Get long Morgan Stanley, and LDK Solar if you can. I have submitted an article about it but it won't be published before close probably.
                                                                        5/4/12
                                                                        Reply (2)
                                                                        • Rjjr38: Do you recommend any option plays on these companies?
                                                                          5/4/12
                                                                        • portfoliV: I am long MS options for the 17 strike price short term but what I hold is a very speculative position so consider the risks.
                                                                          5/4/12
                                                                          • portfoliV
                                                                            AONEQ.PK has some huge customer and worst comes the worst it will get acquired.
                                                                            3/28/12
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                                                                              • portfoliV
                                                                                Did some cost averaging in AONEQ.PK. It seems like they are pushing for bankruptcy in this stock but probably won't happen.
                                                                                3/28/12
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