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conom20

conom20
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  • conom20
    Sold out my HPQ stake for a 28% gain. I'm actually 75% cash.
    Mar 15, 5:03 PM
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      • conom20
        I hold NG, Gabriel resources, Carpathian Gold, ANV, Tintina Resources, Byd, HPQ, XCO. Sold everything else and 60% in cash waiting for fun.
        9/13/12
        Reply (2)
        • conom20: A reader asked the weightings:respectively 10.5% 1.5% 0.5% 7% 0.2% 3.5% 16.6% 1% total 40.8% stox. 3.7% out of the money hedges. 55.5% cash.
          9/14/12
        • conom20: I look at country risk for gold miners, byd from 2nd to 4th biggest position and hope will be able to buy more next months, hpq is cheap.
          9/14/12
          • conom20
            Sorry I'm not buying this rally. I'm taking the occasion to buy some tail event insurance (outofthemoney: T-bills,Dow puts,gold calls)
            9/13/12
            Reply (2)
            • Hillbilly Stock Star: Larry Fink is bullish, let's just say he got to look at an interesting "set of books" imo.
              9/13/12
            • conom20: You know they have their own incentives....On the flip side at least I have some cheap insurance...while waiting for some cheap stocks/bonds
              9/14/12
              • conom20
                Hewlett Packard is so much hated that I quite love it. Could get as much as 4 billions from ORCL, funding as much as 43% of the 9.2B Buyback
                8/26/12
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                  • conom20
                    Barrick selling assets...Are they raising cash to advance new projects? Donlin?
                    8/17/12
                    Reply
                      • conom20
                        The problem with NG : Donlin is too valuable! Barrick will do whatever they can to buy the remaining 50%.
                        8/10/12
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                          • conom20
                            Added again on NG around 5$. Leveraged to gold prices 4X upside at 2000$ gold. 6.7% portfolio avg price 5.39$. Watching BYDDY.
                            7/17/12
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                              • conom20
                                Adding today to HPQ. It accounts for 13% of my portfolio right now. Avg price 20.12$.
                                7/17/12
                                Reply
                                  • conom20
                                    Adding to $HPQ around 20$. Thesis intact but cautious because of market conditions.
                                    6/22/12
                                    Reply
                                      • conom20
                                        My second biggest position is bid, bought back in aug/sept. I'm not worried about today's slump. Still holding.
                                        3/26/12
                                        Reply (1)
                                        • conom20: byd*
                                          3/28/12
                                          • conom20
                                            One of my smallest holdings, CIBL Inc., will sell partnership interests in two New Mexico cellular partnerships operated by Verizon.
                                            3/24/12
                                            Reply (1)
                                            • conom20: I expect the transaction to take place at around 50 millions(about 4X the current market cap).The catalyst is huge but it is illiquid.
                                              3/24/12
                                              • conom20
                                                Piramal Healthcare,my avg. cost 350.Selling below the 6% discounted receivables from Abbott.Great mgmnt,Great company.My largest holding.
                                                3/22/12
                                                Reply (1)
                                                • conom20: bright future,sound investments in the fastest growing sectors of the indian economy.The manager, Ajay Piramal, is a genius.
                                                  3/22/12
                                                  • conom20
                                                    HPQ 23.40 interesting.Investment thesis intact, I plan to add if it slides further. Catalysts:1.Restructuring(2.Corporate spending3.Win8)
                                                    3/21/12
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                                                      • conom20
                                                        Looking at gold miners and stress-testing my portfolio,I like NG as an hyperinflation hedge,XCO is also cheap.I'm watching...
                                                        3/14/12
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                                                          • conom20
                                                            $HPQ at 24$ is decent value.Catalyst:the restructuring,the termination of acquisitions,cleaner bal.sh. and the huge fcf allowing for bbacks
                                                            3/13/12
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