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Windwood Trader

Windwood Trader
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  • QuickChat #278, February 5, 2015 [View instapost]
    >Stilldazed-

    Thanks for the Atlantic link.
    I had just read that in the mag- Very insightful. It is encouraging to find someone who has the knowledge (I hope he does!) to put the picture together. Fascinating about the Jesus connection.

    WT
    Feb 20, 2015. 09:16 AM | 4 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    >Maya-
    Don't stand too close to the FEYE!

    |:-)
    Feb 20, 2015. 09:11 AM | 3 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    >D-inv-

    Good article. It's interesting which IT firms are prioritizing data security. I am impressed that JP Morgan has a $250 million budget so far.

    As far as client lists- It's probably a state secret- LOL!

    WT
    Feb 20, 2015. 09:09 AM | 3 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    PSEC Heads-up

    Lot of folks followed me back in to (PSEC) a few months ago. The high dividends are over with and the next payout will be quite a bit less. While I don't regret the move I am about revenue neutral (including dividends re-invested) and decided to sell which I did today. I see more attractive uses for the money.

    Not all investors follow as closely as most of this group do and aren’t aware of the cut in distro. The stock will be Xdiv on the 25th February for the $.0833 monthly amount that is payable 19 March. The div is reduced about 15%. For many I'm afraid it will be a shock . Hope it won't be you.

    WT
    Feb 19, 2015. 04:31 PM | 5 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    >Maya-

    Last go round early last year when (FEYE) was flying around $70 I hopped on and took a 10% ride down in two days whereupon I bailed- Went another 25 points further south after that.

    Be careful out there, my friend.

    WT
    Feb 19, 2015. 04:08 PM | 4 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    Ruskies agitating-

    "US official who spoke on condition of anonymity told the Associated Press that Russia has never before flown bomber patrols over the Gulf of Mexico, even during the Cold War. "

    http://bit.ly/1vLaukm

    http://bit.ly/1vLaukq

    WT
    Feb 19, 2015. 03:09 PM | 5 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    As I said- Putin likely has all his horde in a $US Treasury ETF.
    Feb 18, 2015. 03:56 PM | 2 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    Starer position in (WY) at $35.22

    WT
    Feb 18, 2015. 03:53 PM | 2 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    Sold the block of (TSO) March 6 CALLs at $3.78. Basis of $1.45. Not bad for 24 hours.

    Holding the $85 PUTs (short) Basis $3.48, now $2.68

    WT
    Feb 18, 2015. 03:46 PM | 4 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    >LT-

    Re: "..things to short.."

    One of the big names that may be currently overvalued IMHO is (MCD) Their earnings have been on a slide for five quarters. Their revenue has dropped over 2% in 2014 and is expected to drop in 2015 as well due to market share decline in domestic and overseas markets. Seems younger folks are seeking healthier alternatives. Their EPS will increase but only as a result of buybacks. The dividend north of 3-1/2 % is certainly attractive but consider that the payout ratio is about 71%. Sounds more like a utility than a thriving enterprise. maintaining that level could be a challenge in the near future.

    They go X-dividend on 26 February.

    I do not hold nor do I have a short position but I'm considering it.

    WT
    Feb 18, 2015. 10:32 AM | 2 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    >Maya-
    "fluctuated 27%...."

    Just think of what the brokers made moving over 17 million shares and the stock only moved a dime!

    LOL!

    WT
    Feb 17, 2015. 04:50 PM | 4 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    >Freya-

    Nice call on (PBIO).

    Up a bunch today, 2/17.
    Hope you bought a bundle!

    WT
    Feb 17, 2015. 04:42 PM | 3 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    >For the oil watchers,

    (TSO) up 2% today even though the strike continues. They have a great business plan-

    Refine oil- sell retail product.

    Same as Valero. Only way to do oil, IMHO.

    I'm Short March 06 $85 PUTs and Long March 06 CALLs.

    WT
    Feb 17, 2015. 02:07 PM | 3 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    >Maya-

    Yep- Checked it out before I got in the pool- Thanks!

    13:30-

    "For Q4, VASCO posted EPS of $0.28 and revenue of $62.4 million. Analysts, according to Capital IQ Estimates, had the company weighing in with earnings of $0.25 a share and revenue of $54 million.

    For its full year 2015, VASCO targets revenue of $220 million to $230 million. Analysts are looking for revenue of $220.33 million."

    WT
    Feb 17, 2015. 01:51 PM | 3 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    Diesel does cost a bit more to produce than gasoline due to more demanding refining but in the 70s and 80s the volume led to lower prices for diesel. When gasoline needed to become unleaded the cost for that increased.

    Today's prices are more indicative of the relative cost to produce. Following data and chart lay it out pretty well. It does not address off road diesel nor home heating oil which are basically the same product but not taxed in the same fashion.

    http://1.usa.gov/Md6CG2

    WT
    Feb 17, 2015. 01:49 PM | 3 Likes Like |Link to Comment
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