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holbornnine

holbornnine
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  • Disney: A Pullback Is Coming For This 'Must Own' Company [View article]
    I keep selling Weekly Puts to try and increase my holding in DIS but they keep expiring worthless ( nice easy premium ). I started at $90 last year and have sold 38 separate $1-$2 "at the time OUT-OF-THE-MONEY puts". I have only succeeded in
    a: receiving $5427.50 in premium
    b: buying 100 shares at $92.50 and 100 at $95.00.

    Not bad but the continued success of the company means I probably should have just bought the stock from the outset. Although I do own 200 shares with a net cost of $66.61 each ... so not complaining too loudly.
    Mar 27, 2015. 11:16 PM | 1 Like Like |Link to Comment
  • Chevron looks to sell Caltex Australia stake [View news story]
    The shares ( Caltex )are up 67% in the last 12 months .... hardly selling at the bottom and when 1/2 the company is about to change hands unless someone was to make a full takeover then a reasonable discount is to be expected. A$ better invested in Gorgon and Wheatstone rather than a petrol retailer selling rubbish coffee and bread at 50% premium to local supermarket !!
    Mar 27, 2015. 08:32 PM | Likes Like |Link to Comment
  • Dow Chemical to split off chlor-alkali unit, merge it with Olin [View news story]
    I think Dow will hold the shares in Olin , not Dow shareholders directly. That's how I read the announcement anyway.

    Disc: hold 300 DOW
    Mar 27, 2015. 06:10 PM | 1 Like Like |Link to Comment
  • There's No Reason To Buy Procter & Gamble Right Now [View article]
    Hope you held off Water Buffalo ... PG stock down near 10% since your post !
    Mar 11, 2015. 11:43 PM | Likes Like |Link to Comment
  • Wells Fargo: Why I Don't Care About The Societe Generale Downgrade [View article]
    "Wells Fargo is one of the best run Wall Street banks with very competitive returns on equity and assets"

    Point number 2 of this article copied and pasted above .... Does WFC even have an office anywhere near Wall Street?? I always thought one of WFC's main attractions was that it was anything but a "Wall Street" bank ....

    Surely "California HQ'd Bank" would be a more apt description!

    Disc: Hold 500 WFC
    Mar 11, 2015. 11:39 PM | 1 Like Like |Link to Comment
  • DGI Investing: It's Riskier Than You Probably Think [View article]
    CL ... "a shrinking toothpaste maker". Dear oh dear , were you short the last ten years or something ?

    CL in my eyes is a global, market leading, innovative oral healthcare , household cleaning, personal hygiene, and premium petfood company. It has an expanding global footprint and is increasing market share thru both innovative product development and brand investment ( advertising and marketing ) from ever expanding cashflows.

    Disc: Long CL since 2009
    Mar 7, 2015. 03:27 AM | 4 Likes Like |Link to Comment
  • My Dividend Portfolio: Increasing My Starbucks Holding [View article]
    Implied volatility on SBUX is usually reasonably rich ( current April 2nd ATM options trading at around 16.6% IV ) so if your looking to add below the market selling puts is a great strategy. I sell weeklies against SBUX and so far have collected $1186.00 in premium this year ( not bad in 9 weeks ) and have added 100 shares at $90.50 to my core long term position. Currently short weekly options all the way out to 10th April with a further $1225.32 collected and the highest put strike I'm short is the April 10th 92.50's
    Mar 5, 2015. 08:25 PM | Likes Like |Link to Comment
  • There's No Reason To Buy Procter & Gamble Right Now [View article]
    nothing a few judicious ATM puts wont fix ...
    Feb 11, 2015. 11:01 PM | 1 Like Like |Link to Comment
  • There's No Reason To Buy Procter & Gamble Right Now [View article]
    CL market shares climbing ... PG falling. No strong currency excuses can mask the underlying deterioration of the oral business.
    Long CL
    Feb 9, 2015. 11:02 PM | 2 Likes Like |Link to Comment
  • There's No Reason To Buy Procter & Gamble Right Now [View article]
    Trader AA ... CL are killing them in toothpaste and oral care ( mouthwashes , brushes ) , pretty obvious from the CL conference call.
    Long CL , no position in PG
    Feb 8, 2015. 03:42 PM | 2 Likes Like |Link to Comment
  • Update: Clorox Raises 2015 Outlook, But Shares Are Still Expensive [View article]
    Hardog, Agree on CLX but KO shares have done nothing for 10yrs so they haven't exactly "run away from you" . Earnings from KO this week , their last one was a shocker and the stock fell 5-6% instantly ... possible opportunity if KO is on your wishlist. I prefer PEP due to fast growing snackfoods portfolio.
    Feb 8, 2015. 03:27 PM | Likes Like |Link to Comment
  • Notes from Gilead Q4 earnings call; HCV discounts go up [View news story]
    I sold a 6th Feb 101/110 strangle today for $2.27. This nice pullback to about $102.50 is just about perfect !!
    Feb 3, 2015. 09:06 PM | 1 Like Like |Link to Comment
  • Johnson & Johnson: Beyond The Q4 Headlines [View article]
    Added a few below $100 yesterday which is very satisfying. Will hold for next 10 years minimum !! Now hold 185 shares ... hope to be 250 by end of '15
    Feb 3, 2015. 04:01 AM | Likes Like |Link to Comment
  • Sorry, But 3M Has Become Too Expensive, General Electric Is The Better Deal [View article]
    agreed Scoop ... of the 500 S&P500 companies I reckon 250 will outperform GE over the next 3 years ... minimum , that's being generous to GE. We all have only limited investment funds available so investing in a dull perenial underperformer like GE thinking your going to be the smart one that picks the time just right when they jump into the top quartile is not very smart or sensible. I am 90% confident both MMM and HON will outperform GE over the next 1,3,and 5 years.
    Feb 1, 2015. 10:04 PM | 1 Like Like |Link to Comment
  • Sorry, But 3M Has Become Too Expensive, General Electric Is The Better Deal [View article]
    Agreed , but as I am already long MMM and the money "could" be in GE I already have the trade on. Long/short trades also eat up margin in my account and with volatilty so low buying puts on GE is not my cup of tea either. I did increase my 3M holding on Friday when they were off $3.20 by 20% ... I also bgt 25 more HON shares at $98.10 and sold a 20 FEB UTX $115.00 P
    Feb 1, 2015. 07:34 PM | Likes Like |Link to Comment
COMMENTS STATS
263 Comments
132 Likes