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Randfund

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  • James River Coal: Now Might Be A Good Time To Go To Cash [View article]
    Paulo, really great call on this. Kudos to you for great analysis and insight. Thanks for sharing it.
    Jul 10 03:57 PM | Likes Like |Link to Comment
  • ETF Midweek Peek: A Dangerous Market For Everybody [View article]
    Great synopsis, David. Thanks.
    May 17 09:04 AM | Likes Like |Link to Comment
  • Natural Gas Weekly Update: The Highlights [View article]
    Paulo, what do you think of ETF vs. long option strategies to profit from this?
    Apr 27 04:18 PM | Likes Like |Link to Comment
  • TVIX: An Emerging Arbitrage Opportunity [View article]
    That makes sense. Your instinct on the NAV of HVU was correct, btw. TD Waterhouse's data was stale and the issuer's data shows only a marginal discount from NAV. Thanks.
    Mar 13 10:29 AM | Likes Like |Link to Comment
  • TVIX: An Emerging Arbitrage Opportunity [View article]
    Paulo,

    Can you provide any thoughts on the approach one should consider with respect to one of these products that is trading at a significant discount to its NAV? (HVU is similar to UVXY, hedged to the Canadian dollar, and is trading at almost 40% discount to its NAV.) Given the long term direction toward zero for these products, is it rational to wait it out?
    Mar 13 09:58 AM | Likes Like |Link to Comment
  • Surprising Source Of CRM's Cash Flow Growth [View article]
    Very interesting observation. Could the shift have something to do with the transition from granting stock options to the granting of restricted stock? The company seems to have moved in that direction with its comp plans.
    Feb 29 11:06 AM | Likes Like |Link to Comment
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