Todd Johnson's Instablog

Constellation Brands Inc. (STZ): Synthetic Long Working 04.07.13

Sun, 07 Apr 2013 15:19:44 -0400

04.07.13

Put on a synthetic long: short April $47.50 puts and long April $50 calls. Should be working on Monday: $STZ shares at over $49.3 after hours on 04.05.13.

Department of Justice gave, per WSJ 04.05.13 evening, approval of the Constellation Brands acceptance of marketing/distribution of Corona/Modelo in the U.S.

BUD takes commanding lead, however, in the beer market. This is great news for $STZ shareholders. Corona is a growing brand in the growing Hispanic U.S. population.

Todd

Disclosure: I am long [[STZ]], [[BUD]].

Additional disclosure: synthetic longs in STZ

Bump In The Night: Philiip Goldstein, Bulldog Capital

Thu, 04 Apr 2013 20:34:15 -0400

Bump in the right:

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US Debt Clock April 1st

Mon, 01 Apr 2013 21:37:34 -0400

U.S. Debt Clock

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SD & CHK Trust Names: Sell

Sun, 24 Mar 2013 21:20:30 -0400

$SD, $SDT, $CHKR, $CHK Short these names unless one knows what the value of undrilled wells are. Ex-CEO's are < than 2-thumbs up. TJ

American Capital, Ltd. (ACAS) 03.17.13

Mon, 18 Mar 2013 22:20:32 -0400

American Capital, Ltd. (ACAS) 1-Year Chart. Book value per share: 12.31.12. Malon buying back stock like crazy:

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Disclosure: I am long [[ACAS]].

Coffee House And Bull$hit: Two Kinds Of People

Sun, 17 Mar 2013 17:41:38 -0400

Coffee House and Bull$hit: Two Kinds of People
Boondog Saints

"There's two kinds of people in this world when you boil it all down. You got your talkers and you got your doers. Most people are just talkers, all they do is talk. But when it is all said and done, it's the doers that change this world.

And when they do that, they change us, and that's why we never forget them. So which one are you? Do you just talk about it, or do you stand up and do something about it? Because believe you me, all the rest of it is just coffee house and bull$hit."