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Tom Guttenberger

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  • Tom Guttenberger
    Of all of the terrible investments out there, US favoritism must have reached an all-time high recently. Subsequent record-setting debtor.
    May 3, 10:36 AM
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      • Tom Guttenberger
        Must say, it would be pretty satisfying to see more than a handful of companies pay dividends to their own graves.
        May 3, 10:32 AM
        Reply (1)
        • Ron Myers: They yield higher than treasuries though - you can't lose!!!
          May 3, 3:42 PM
          • Tom Guttenberger
            Oh yeah, WTI backwardation is still a joke too.
            May 3, 9:30 AM
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              • Tom Guttenberger
                I don't have much to say other than that I would be buying coal and uranium miners, now, still. Understandably quiet.
                May 3, 9:27 AM
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                  • Tom Guttenberger
                    "Hey, have you seen my foot? Oh yeah, it's right here. Down!"
                    Apr 11, 2:13 PM
                    Reply (5)
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                    • bd4uandu: Hope you didn't step in something.
                      Apr 12, 11:47 AM
                    • Tom Guttenberger: Clearly I did. Most of it expiring next week, and stepped into more today too.
                      Apr 12, 11:53 AM
                      • Tom Guttenberger
                        "Analysts see First Solar's (FSLR) 45% run-up yesterday following upside guidance as overdone" - Haha 45% in a day overdone?
                        Apr 10, 9:07 AM
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                        • Tom Guttenberger: dollar company. Just shows you how disjointed with fundamentals markets can become. Anyway, this was too amusing not to post :).
                          Apr 10, 9:09 AM
                        • Ron Myers: Well to be fair they don't expect new i-banking business. If they did the analysts would raise the PT by 58% and reiterate their buy rating.
                          Apr 10, 9:27 AM
                          • Tom Guttenberger
                            For instance, $MS really has a bid this morning? Excited over a market P/E on a zero-sum business model, on all junky collateral?
                            Mar 25, 8:28 AM
                            Reply (3)
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                            • Tom Guttenberger: Your comment on James K's stocktalk was spot on. As far as I can tell, any I-bank globally can be susceptible. This is their business!
                              Mar 26, 7:50 AM
                            • Tom Guttenberger: Sure if they take a bath in the Mediterranean, the franchise may get saved, but the equity won't!
                              Mar 26, 7:51 AM
                              • Tom Guttenberger
                                I think starting at that high of a haircut # over the weekend and sloping down coaxed futures off of the high dive. Don't see a pop on this.
                                Mar 25, 8:27 AM
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                                  • Tom Guttenberger
                                    All of you casual players can go watch March Madness now. Oh ya, GO BLUE!! Trey Burke, National POY!!
                                    Mar 21, 12:31 PM
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                                      • Tom Guttenberger
                                        Ugh, since I sold $MIND and $XIN in December to free funds, these have been a tear. Glad they have worked for those I recommended to though.
                                        Mar 15, 10:34 PM
                                        Reply (3)
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                                        • Tom Guttenberger: Agree about $XIN - plenty of room to run.
                                          Mar 17, 9:02 PM
                                        • Ron Myers: Shhh don't jinx $MIND horrible day today and earnings coming up.
                                          Mar 19, 5:33 PM
                                          • Tom Guttenberger
                                            Of course, I have re-bet this already on the shortest time frame possible. $VIX calls expire Wednesday.
                                            Mar 15, 11:18 AM
                                            Reply (1)
                                            • Ron Myers: Wow at lows since 2007 and almost all time low.
                                              Mar 15, 11:43 AM
                                              • Tom Guttenberger
                                                $FXY - this level of volatility in the yen seems pretty hard to imagine considering stability of bond market. Sell puts maybe.
                                                Mar 8, 10:33 AM
                                                Reply (3)
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                                                • Hypnos7: Given the structural problems in the Japanese economy, there's no bottom apparent.
                                                  Mar 8, 10:44 AM
                                                • Tom Guttenberger: Yes, apartently not. I personally would like to understand their trade situation with China more thoroughly.
                                                  Mar 8, 11:53 AM
                                                  • Tom Guttenberger
                                                    Really drastic over-reaction to China policy news and 60 minutes special has sparked a whole wave of laughable articles & selling.Thank you.
                                                    Mar 5, 10:28 PM
                                                    Reply (17)
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                                                    • REIT: but trust me coal is no more just wast of your energy
                                                      Mar 6, 5:53 PM
                                                    • Tom Guttenberger: Time will tell I guess.
                                                      Mar 6, 5:57 PM
                                                      • Tom Guttenberger
                                                        Today was a day coal option traders were looking for. I showed poor discipline placing the wagers this month - no solid read on volume.
                                                        Feb 14, 11:47 PM
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                                                          • Tom Guttenberger
                                                            Gosh if I had more money to throw at coal right now, I would.
                                                            Feb 5, 9:32 AM
                                                            Reply (1)
                                                            • Ron Myers: Need $UNG to turn things around...maybe some of these hugely negative cash flow, overstated balance sheet nat gas companies will go under
                                                              Feb 6, 2:32 PM
                                                              • Tom Guttenberger
                                                                Ridiculous price action from coal stocks today. I bought calls on $BTU today, first exposure on it in 2013.
                                                                Feb 1, 3:47 PM
                                                                Reply (4)
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                                                                • weed: Tom, I agree with you there.
                                                                  Feb 1, 7:33 PM
                                                                • WilliamDraper: Agree with Tom and Weed.
                                                                  Feb 5, 4:26 PM
                                                                  • Tom Guttenberger
                                                                    Went long $FXY through calls today. Enough of a nosedive for now I think.
                                                                    Jan 23, 9:59 AM
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                                                                    • Tom Guttenberger: True, I think the BOJ has gotten the market to react how it had hoped. Probably will return to current account surplus.P/E on EWJ reasonable
                                                                      Jan 23, 3:23 PM
                                                                    • Tom Guttenberger: Buying more on double bottom this morning...
                                                                      Jan 24, 9:37 AM
                                                                      • Tom Guttenberger
                                                                        Can't find a bar on the yearly intraday chart that saw the $VIX fall a greater amount. Amazing. Last I checked nothing was resolved.
                                                                        12/31/12
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                                                                          • Tom Guttenberger
                                                                            Bought some $AMZN puts. Volatilty actually sort of affordable there IMO, first time in a while..
                                                                            12/31/12
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                                                                              • Tom Guttenberger
                                                                                $WFC, as my only strong long beta exposure right now, not getting a better piece of this rally is frustrating.
                                                                                12/31/12
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