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holbornnine

holbornnine
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  • SunEdison sees insider buys; shares +8.8% [View news story]
    $8.50 ... $33.45 was only 6 weeks ago , unbelievable!
    Aug 25, 2015. 07:44 PM | 2 Likes Like |Link to Comment
  • Palo Alto Grows To New Heights [View article]
    Finally nabbed some yesterday ... after waiting months. $150.27 You gotta love these irrational sell-offs due to the Chinese stock market ( worlds biggest casino ) gyrations.
    Aug 25, 2015. 04:46 AM | Likes Like |Link to Comment
  • How Low Can This Market Go? [View article]
    I think US and European markets will quickly become immune to the outsized daily gyrations of the Shanghai Composite. It just closed off another 7% and European stocks and the S&P futures are both showing decent gains ... they may be starting to ignore it now. The China stock market is a real casino and I dont think my holdings in stocks such as HON,GILD,JNJ,SBUX and JPM really deserve to be swinging around 3,4,5% just because Ma & Pa Chang in Tianjin are bailing for a huge loss on their Chinese stock portfolio !!
    Aug 25, 2015. 04:00 AM | 16 Likes Like |Link to Comment
  • How Will Higher Interest Rates Affect U.S. Bancorp? [View article]
    I've been patiently waiting to add to my bank holdings ... bought 150 USB , 125 JPM , 100 BBT , 200 WFC and 50 GS this afternoon when the Dow was down around 500pts. Everything looked like it was going to fall into the abyss this morning so I didn't pull the trigger for a few hours.
    Aug 24, 2015. 10:15 PM | Likes Like |Link to Comment
  • What To Buy Based On The Biotech Pullback [View article]
    Been watching REGN for weeks and weeks and finally got my opportunity today and bought 25 shares at $507.20. Virtually $100 off recent highs , this might not be the low but I am very happy to have been given the chance to purchase at this level a smidgeon above $500 , I thought that had disappeared many weeks ago.

    Also sold a CELG 4th Sept $117.00 Put today for $6
    Aug 24, 2015. 09:57 PM | 1 Like Like |Link to Comment
  • Global rout continues as Asian markets open lower [View news story]
    probably puts AAPL under $100 on the open for example ...
    Aug 24, 2015. 12:22 AM | 2 Likes Like |Link to Comment
  • Global rout continues as Asian markets open lower [View news story]
    dow futures were down 480 a few minutes ago , now 404. That would be 80% of Friday's loss repeated on the open !!
    Aug 24, 2015. 12:21 AM | Likes Like |Link to Comment
  • Global rout continues as Asian markets open lower [View news story]
    dow futures were down 480 a few minutes ago , now 404. That would be 80% of Fridays loss repeated on the open !!
    Aug 24, 2015. 12:21 AM | 1 Like Like |Link to Comment
  • Apple Should Take Advantage Of Rate Pullback [View article]
    S&P futures are signalling another ugly day ahead. The German DAX is getting absolutely pulverized. Apple could be down $2,$3,$4 today if not more ...
    Aug 20, 2015. 04:54 AM | 2 Likes Like |Link to Comment
  • Estimating Cash Flow Neutrality Level For Continental Resources In 2016 [View article]
    I got my fingers badly burned in the shale space last last year , lost a bundle on OAS , EOX, CLR , BCEI and WLL. Made some decent money on PXD this year trading it from $140 to $175. I look at the current share prices and thank my lucky stars that I cut my losses last year on the 5 above as had I carried on with my " the markets wrong, these stocks are ridiculously cheap" mentality then my losses would be triple what they actually were. My exposure to E&P stocks is now less than 3% of my total portfolio and in the mega-caps of COP & CVX ( down from 20% ) and I am not tempted to nibble at these stocks yet as from all the analysis it seems they all require oil to bounce the best part of 50% just to get FCF neutral. To put it bluntly the risk vs reward case for investing in these stocks even at this prices still looks like a "don't touch" for me. I think its highly likely 2 of the 5 above will go bust so you need the other three to double just to make a decent return.
    Better to hide in blue-chip stalwarts like AAPL,DIS,JPM,SBUX,MMM that are off up to 10% from recent highs and are 100% guaranteed to be here this time next year!
    Aug 13, 2015. 07:46 PM | Likes Like |Link to Comment
  • Why Newmont Mining Is Down 40% In 2 Months [View article]
    To think these companies spent billions of dollars in shareholders funds to unwind hedges because gold was going to the moon and now they would all be in a far better financial position and had they carried on hedging when gold was $1700,$1800 a couple of years ahead would be now making some serious $$ instead of watching the revenue line collapse under the weight of unhedged production.
    Aug 13, 2015. 06:48 PM | Likes Like |Link to Comment
  • Juno Therapeutics' (JUNO) CEO Hans Bishop on Q2 2015 Results - Earnings Call Transcript [View article]
    Can't believe CELG agreed to buy shares at $90+ when the stock is now trading for way less than half that !
    Aug 13, 2015. 06:32 PM | 1 Like Like |Link to Comment
  • Disney's 'Force Friday' Marketing Should Be Duplicated By Other Toy Companies [View article]
    a 20% premium to the average S&P500 P/E ratio seems like a "relative" bargain for such an irreplaceable asset / cash generating monster that is DIS
    Aug 12, 2015. 07:08 PM | 2 Likes Like |Link to Comment
  • Asymmetric Risk-Reward Opportunity In JPMorgan Chase [View article]
    Kapow !! Down over $2 early this morning on speculation goings-on in China will force FED to delay any first move rate increase ...
    Have been waiting for opportunity to add to JPM holding , increased holding 50% today at $66.13
    PATIENCE GRASSHOPPER !!
    Aug 12, 2015. 06:38 PM | Likes Like |Link to Comment
  • Stocks recover from early losses to finish flat [View news story]
    The stunning turnaround was led by Apple today , no doubt , I reckon CEO Tim was buying hand over fist this morning and squeezing the shorts like a little lemon pip in your fingers until they ran out of amo ... caved in ... and the stock rallied $5 from the low and closed on the high of the day. VERY IMPRESSIVE !!

    PS: I suppose thats what you can do when you have $200b of cash in the bank !
    Aug 12, 2015. 05:04 PM | 2 Likes Like |Link to Comment
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