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Windwood Trader

Windwood Trader
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  • Capstone Turbine Finds New Ways To Disappoint Investors [View article]
    >Crunch-

    Thanks for a thorough analysis of the performance of and the reports of management.

    The only thing that will put this company on the right track is have the board of directors clean house.

    End of story.

    WT
    Mar 11, 2015. 03:23 PM | 3 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    >Mercy-

    " Would love to hear why others disagree with my thinking -- that's when I learn the most. :-))"

    Sorry, Mercy- You're not learning anything from me today- I am in agreement with all you've said! LOL!

    For over ten years interest rates in Japan have been virtually zero. With an aging population, no inflation and little growth Japan's QE move looks to be paying some dividend with more to come-

    http://yhoo.it/199MMtC;_ylt=AwrBJR9mVP9UuwMA...

    Is our outlook much different than theirs was, or still is?

    WT
    Mar 10, 2015. 04:34 PM | 2 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    >Maya-

    Re: Fibs
    Checked the Fibs from recent highs of 2116.62 by my calculation/interpolat...

    We're approaching the 64.8 at 2031

    http://bit.ly/1MprzYN

    WT
    Mar 10, 2015. 04:08 PM | 4 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    Re: (TMF) Traded out of my two day position @ $86.13 for a 6.7% gain-

    Added to (EUO) currently up 12%-

    (GILD) looking shaky - The CALLs I had sold for 3/6 expired worthless as did the (TSO) PUTs - Nice gain on that.

    (AAPL) down $2.10 from my Monday purchase- The $128 CALLs I sold on AAPL for $1.90 lessen the impact- Expire Friday. Not sure that watch gizmo will be a hit or not. My wife wears a "fitness" bracelet that cost about $125. The fitness aspect seems to be the major sell point for Apple from all the ads I've seen.

    WT
    Mar 10, 2015. 02:50 PM | 3 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    >Trip-

    Agree totally on the false alarm. Europeans looking for yield get twice as much in US treasuries than sovereigh European debt.

    Zirp? Yeah, I agree on that as well. LOL!

    WT
    Mar 10, 2015. 10:02 AM | 3 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    SHB-
    Treasuries gave up falling- Up strongly now. Europeans in the hunt.

    WT
    Mar 10, 2015. 09:56 AM | 3 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    >LT-

    US Treasuries up across the board.
    European money moving into US debt instruments in a big way.

    WT
    Mar 10, 2015. 09:55 AM | 4 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    >Mercy-

    Re: (TMF) Up 9% since purchase, 4% today. I feel there may be more there but I'm twitchy right now.

    Falling rates in Europe really pushing the US Treasury needle up.

    I also see (HYD) fat and happy- Good strategy going in that tranche!

    WT
    Mar 10, 2015. 09:50 AM | 4 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    Bot 1/2 position of (XLK) @ $42.60.

    WT
    Mar 9, 2015. 04:00 PM | 4 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    APPL-

    Bot (AAPL) @ $127.20, Sold March 13 $128.00 CALLs @ $1.90- Expect to be called- $2.70 gain for 4 days = 2.15% scalp.

    WT
    Mar 9, 2015. 01:51 PM | 4 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    >UNGAWAH-

    Re: China oil-

    Correct-
    their RATE of consumption increase has dropped from 869 MBPD to 197 MBPD. They had been increasing to fill added storage capacity. The increase may slow further. Depends upon what you call consumption.

    FWIW- WTI up 2% @ 11:00

    WT
    Mar 9, 2015. 11:03 AM | 3 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    >SHB-

    Thanks for the oil consumption piece- VERY informative.

    This comment blew me away-

    " Italy, Japan, France have been showing declining consumption since at least 1980!"

    Even China has been declining-

    WT
    Mar 8, 2015. 04:06 PM | 3 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    This might be somewhat OT but valuable thoughts for us non-Fatcat investors-

    Jack Schwager, the hedge fund wizard posted this TED talk on Twitter-

    I think he is right on the money.

    http://bit.ly/1aTB9Yq;utm_campaign=

    WT
    Mar 7, 2015. 05:09 PM | 4 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    I just saw where (WEC) Wisconsin Electric finished the day down $2.07 or a 4.1% loss to $48.41 while Altria (MO) was off $2.13 for a 3.8% loss.

    WT
    Mar 6, 2015. 04:07 PM | 2 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    >Maya-

    Re:(W)-

    Wayfair is one of the few winners today, up $.98 to $28.76.

    Hope you decided to jump in the pool- I did not.

    WT
    Mar 6, 2015. 03:36 PM | 3 Likes Like |Link to Comment
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