China Petroleum & Chemical Corp. (SNP)
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Options Trader: Thursday Outlook [view article]
Hidilip - I assume you know this better than me. I was summarizing the linked WSJ article which perhaps is blaming the Left because the paper is controlled by Murdoch now and loves bashing communists, if you have links from that perspective, I'd be very interested to read it as it fascinates me to see the WSJ spinning a story that way. You'll notice that I did not directly connect the Leftists with the strike as I wasn't sure, but it was the same sentence separated by an "and". In the WSJ, the original text read:"Wednesday's strike by workers in government-owned banks, post offices, airports and railways was backed by the Leftist parties that withdrew support from the ruling United Progressive Alliance government."
FRE/Vermont: Check out the post entitled "Wednesday Rebound" on philstockwold.com - it should be available for free tomorrow morning and let me know what you think of the trade..
Reply
Pursley
Pick Your Favorite Petro-Fascist [view article]
oilismastery.blogspot..../ ReplyTrader
Options Trader: Thursday Outlook [view article]
FRE -Please let me know how you build an offsetting spread on a stock that is trading below the lowest strike price on the chain while still benefiting from any upside?
And if you don't have upside, what's the point.
I've been trading for 20 years and I still don't understand how to do this... Reply
Options Trader: Thursday Outlook [view article]
Hi there ,Philip the lefts pulled out of India's govt nearly a month back and thankfully despite this govt absolute pathetic efforts at inflation control the commies are no longer part of the ruling party.Please check the facts .The strike was about banks Reply
Pick Your Favorite Petro-Fascist [view article]
thefitzman.blogspot.co... ReplyHedge Fund Tracking: Tremblant Capital [view article]
ALERT: USER 172125 is V WINNER ReplyJacome
Hedge Fund Tracking: Tremblant Capital [view article]
keep up the good work ReplyHedge Fund Tracking: Tremblant Capital [view article]
dfjldjfl ReplyChina's Energy Strategy: Panda or Dragon? [view article]
China is not a Dragon or a Panda.It is 100% a Tiger in every possible respect.
In terms of energy security, China will go to any length even partnering up with their main competitor the USA.
China had a special secret deal with USA to back their activites going into Iraq in return for oil. In return they proved very useful especially in using its influence with Pakistan.
Reply
Hedge Fund Tracking: Tremblant Capital [view article]
edward lord clarendon.hedge fund 13f filings with the SEC only report LONG holdings. so if they added, they added to their long. if they reduced, they sold off some of their long. they are not required to report short positions.
kind of common knowledge regardless though, that when funds in general talk about "holdings" they are referring to their longs. Reply
Hedge Fund Tracking: Tremblant Capital [view article]
Having only discovered your site recently I must say I am more impressed with each new article such as Hedge Funds portfolio activity. Also noticing Tremblant's portfolio added to anad position tells me they feel as bullish as I on them but expect perhaps a sprd investment soon at these prices for an obvious solid long term play. ReplyHedge Fund Tracking: Tremblant Capital [view article]
I like your post- and it was a great marketing tool to be able to include 50+ symbols- great syndication idea.Although I am very pessimistic of 'anonymous' authors- I must say I took a look at your blog and like it very much.
Yes- it is great to follow what the funds are investing in- the increase in Gafisa was interesting -but not suprised by tremblant or atticus taking big V stakes- and look like they picked up some MA on the correction.
Interesting posts- and great link setup.......
Reply
Ten High Yielding China Stocks [view article]
I do believe the PE of ACH is incorrect...3.06 is earnings per share, and PE is around 7. Still very attractive... ReplyTen High Yielding China Stocks [view article]
NTE (semi) has a yield of 8.2% ReplyChina ADRs: Mixed July [view article]
I should have mentioned JASO which also reports this week. It was recently given a new buy recommendation. Also SOL has steadily moved up from a 2 star CAPS rating to a 5 star CAPS rating. It should do well. Reply