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nedved

nedved
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  • Microsoft Upcoming Ex-Dividend Date Offers Opportunity [View article]
    Great article. Love the strategy and logic behind this idea.

    Just curious why you wouldn't look at writing call options expiring Nov 17 as opposed to Nov 2? You could secure the dividend this way. Furthermore, if you were concerned about downward price pressure, you could write the covered call further in the money?
    Oct 27, 2012. 09:00 PM | Likes Like |Link to Comment
  • Why I'm Not Selling In May And Going Away [View article]
    I like your take on BTE. How do you feel about their DRIP at 3% discount?
    Apr 26, 2012. 11:22 AM | 2 Likes Like |Link to Comment
  • 2 Lessons For Investors To Learn (Over And Over Again) [View article]
    You sure you want to bet against Gomez? :)
    Feb 10, 2012. 02:28 PM | 1 Like Like |Link to Comment
  • 4 New Trades To Fuel The $100,000 Portfolio [View article]
    Leveraged ETFs aren't meant to be held for longer than a few days though. It's well documented that they will diminish returns significantly over longer periods whether your thesis was correct or not.
    Feb 6, 2012. 01:59 PM | Likes Like |Link to Comment
  • Apple Fiscal Q1 2012: The Biggest Earnings Blowout In History? [View article]
    Looking forward to your next articles on Apple. Amazing call.
    Jan 24, 2012. 06:57 PM | 1 Like Like |Link to Comment
  • Win Investing-Related Stuff (No Purchase Necessary!) [View instapost]
    $58.36 and 48 million shares
    Jan 24, 2012. 10:51 AM | 1 Like Like |Link to Comment
  • 5 Stocks To Add Now To Your Portfolio In Q1 [View article]
    As someone who has also read Rocco's book, just curious how did it lead you to become bullish on NFLX and RIMM?
    Jan 20, 2012. 12:21 PM | 1 Like Like |Link to Comment
  • Should You Put All Of Your Eggs In Apple's Basket? [View article]
    This reminds me of an article I read recently about asset correlation:

    http://bit.ly/wt7J2l

    Besides gold, every other stock sector (REITs, O&G, emerging markets,etc.) has been at their highest correlation with the S&P 500 in a decade. However, past studies from the world of academia insist that asset allocation accounts for 40% of investment return variations. Overall, I think there are merits to the logic behind diversification but I think using industries or sectors like in the pie charts above is probably not the best way to go about it. It's oversimplification of a more complex investment world. For instance, where would you group short positions on stock or put options?
    Jan 19, 2012. 04:56 PM | 1 Like Like |Link to Comment
  • Amazon Hate Stems From Apple Love [View article]
    Amazon is the Rodney Dangerfield of Tech?
    Jan 17, 2012. 04:34 PM | Likes Like |Link to Comment
  • Analyzing Canadian REITs, Part III: Commercial, Industrial, And Office [View article]
    Great article. Canadian REITs are a great way to diversify your portfolio and based of multiple analyst's opinion, the sector should perform well in 2012.

    Just curious why you left Artis REIT and Whiterock REIT off the list? I believe these companies are among the leaders in the sector.
    Jan 10, 2012. 12:35 PM | Likes Like |Link to Comment
  • 3 Reasons Why Apple And Amazon Are The Best Companies America Offers [View article]
    I think it's pretty much guaranteed that Iginla retires a Flame. However being the former Ducks GM, I can definitely see Burke swinging a deal for Ryan.

    I'm probably going to try and get the best of both worlds with Apple by hoping for a pullback before earnings. Probably, wishful thinking but If Netflix can get back up to $100, anything is possible.
    Jan 9, 2012. 09:37 PM | Likes Like |Link to Comment
  • 3 Reasons Why Apple And Amazon Are The Best Companies America Offers [View article]
    Did you just compare Phil Kessel to Steve Jobs?!?! Lol, you really are a Leafs fan...

    I do agree with the bullish sentiment towards Amazon and Apple though. The question for me is that with Apple's current price appreciation and the changes in analysts' estimates, is it still worth looking at intitiating a long position?
    Jan 9, 2012. 02:48 PM | Likes Like |Link to Comment
  • Why Are Sirius XM Investors So Emotional? [View article]
    "I skate to where the puck is going to be, not where it has been." - Wayne Gretzky

    Since we're making Wayne Gretzky references, I figured this quote needed to be here. However, IMO, that's where the comparisons between sports and trading should end. Some of the arguments I've seen on your articles for RIM and for Sirius seem like die hard sports fans supporting their team to the death. No matter how much the odds are stacked against these stocks, they keep pumping them up. While it's respectable and sometimes admirable from a loyal sports fan, it's ridiculous coming from an investor. I've been short in companies whose products I love and been long in companies who I'm not fond off. In the end, making money should be the only goal.

    Looking forward to the book and your future articles. Happy New Year!
    Dec 31, 2011. 02:25 AM | 2 Likes Like |Link to Comment
  • Research In Motion: Out Of Touch Or Out Of Time [View article]
    Their ads were always great. It's hard to believe the Blackberry/U2 campaign was only a year ago and all the RIM employees were bragging about their free concert tickets. Now they're all gone or trying to leave.

    And TSN in Cali? Sounds like the best of both worlds...
    Dec 23, 2011. 12:34 PM | 1 Like Like |Link to Comment
  • 4 Stocks For A Somewhat Less Stressful 2012 [View article]
    I tend to agree with you about Vancouver and don't think there is too much upside left. This is why both of the REITs I mentioned don't have too much exposure in Vancouver. With regards to NOI, the majority of Artis' exposure is within Alberta while Whiterock's is within the Greater Toronto Area. I'm more confident about these two regions as they've outperformed the rest of the country recently in terms of decreasing vacancy rates and increasing rental rates.
    Dec 20, 2011. 01:40 AM | 1 Like Like |Link to Comment
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29 Comments
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