Seeking Alpha

Windwood Trader

Windwood Trader
Send Message
View as an RSS Feed
View Windwood Trader's Comments BY TICKER:
Latest  |  Highest rated
  • Stability Of The European Union June 2, 2014 To ??? [View instapost]
    >Hoop-

    Thanks- Neat link on the ECB.

    Reading over the weekend tells me DE-flation the real boogyman for the EU.

    We are facing similar economic risk it seems as no matter how much gets pumped in to the system the available money isn't being utilized. Velocity of M2 still dropping.

    WT
    Oct 20, 2014. 11:39 AM | 2 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator September October 18, 2014 To ???.  [View instapost]
    >FPA-

    Good catch- Good move, Rattie!

    I do believe they would need an amendment to change the price although the existing filing may make the price flexible.

    WT

    EDIT: I just quickly read through the prospectus. The seller is an underwriter. The company just wants $10 Million and the price can be whatever the market brings. In addition there is another company being bought, Aspire that has a separate but related stock deal. Golly- Sounds like a bunch of lawyers wrote this stuff!
    Oct 20, 2014. 10:58 AM | 4 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    >DG- Thanks- Good article.

    Re: Water stocks-

    Mercy had posted info previously on a stock that is an infrastructure play on water (MWA). Worth a look-

    I have a small position. I had taken a 20% profit on a spike a month or so back and re-entered.

    WT
    Oct 20, 2014. 10:48 AM | 4 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    RE: (PSEC) The withdrawn Shelf did have a (-) impact- Drove it down a couple of points and recovered when withdrawn. The new filing will have the same effect for a little while.

    WT

    EDIT: Add link to revised filing. They had used the wrong form. What follows is the N2A (ammended) Shelf filing. that allows PSEC to sell shares up to a value of $5Billion in various formats and at different times.

    I don't believe this should be perceived negatively. PSEC has used the same method before to raise cash when needed, IMO.

    http://1.usa.gov/11pSHqg

    Reading through the purpose of the shelf will tell all you need to know.
    Oct 20, 2014. 10:18 AM | 4 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    >Maya-

    I couldn't recall if you still had an interest in KMP but here is Ron Hiram's 3rd qtr analysis on it.

    http://bit.ly/1yQljqB

    WT
    Oct 19, 2014. 09:41 PM | 2 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator September October 18, 2014 To ???.  [View instapost]
    Re: Nonsensical-

    I was told once that if government decisions begin to make sense that you've either lost it or you're doing something wrong.

    WT
    Oct 19, 2014. 09:35 PM | 3 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    Re: (PSEC) Shelf info

    Maya-

    This link SHOULD get you the prospectus which was withdrawn.

    http://bit.ly/1yQksGA

    WT
    Oct 19, 2014. 09:31 PM | 3 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    Just lifted this from GEI's daily-

    Would you believe Paulson and all the others lied to congress about what TARP supposedly would have as its purpose?

    Absolutely shocking! You wouldn't believe it!

    Just kidding, I know you would believe it- This is just the confirmation.

    http://bit.ly/1qVG8Jm

    WT
    Oct 19, 2014. 03:33 PM | 4 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    >Trip and Maya

    Agree with the DD on the Shelf impact. They have been consistent in the past- Hope it continues that way.

    I am planning adding 25% more, but will wait until after the refile hits the stock as it always does.

    WT
    Oct 19, 2014. 09:30 AM | 3 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator September October 18, 2014 To ???.  [View instapost]
    >Rattie-

    Thanks for ALL that you do!

    Your management of this concentrator is primo, and nobody can argue with the policy on disruption. Good stuff, IMO.

    WT
    Oct 19, 2014. 09:26 AM | 6 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator September 14, 2014 To October 18, 2014. [View instapost]
    Re: (NVAX)

    My blocks of NVAX $4.50 PUTs that I sold at $.69 went un-PUT as of today. Day by day, close to owning a lot of NVAX- not looking bad right now- Pop on Friday to $4.88.

    WT
    Oct 18, 2014. 01:20 PM | 3 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    FWIW-

    (PSEC) hit it's low for the year Wednesday at $8.50 and closed yesterday at $9.38 a 10+% swing. and reported that it will be paying out $.1105 per month through January 2015- a 13.72% rate of annual yield.

    After that? Who knows. Been good so far even with the drop last week. Meeting in early Nov.

    My long position average is at $10.04, bot late August and early Sep.

    DYOD!

    WT
    Oct 18, 2014. 12:56 PM | 6 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator September 14, 2014 To October 18, 2014. [View instapost]
    Way to go, Rattie-

    You have the touch!

    So long day job!

    WT
    Oct 18, 2014. 12:38 PM | 4 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    FWIW-

    Sweden has been attempting to increase its inflation rate for years.

    The recent result has been DEFLATION- a .4% drop in consumer prices Y/Y. This is not a good economic indication for the rest of Europe.

    http://bloom.bg/1rgrCLw

    WT
    Oct 16, 2014. 05:13 PM | 6 Likes Like |Link to Comment
  • QuickChat #274, October 9, 2014 [View instapost]
    >D-inv-

    Thanks for the link.

    However my former dividend portfolio dropped on average of 7% in the recent spell of bad news for the third quarter. It sure didn't protect these stocks from significant falls:
    >

    These are just September's declines- added to August and October.

    AFL 5%
    CVX 8%
    ETN 9%
    OMC 4.4%
    TUP 5.8%
    WEC 5.1%

    The rest had drops of from 2%-4%. I had sold all my div stocks prior to the end of August. One of the few bright decisions I made this year. It would take a lot of dividends to make up for these drops and many are not done yet.

    obviously there was more carnage in October so some of these may now be bargain basement candidates- Bargain? Maybe, maybe not.

    WT
    Oct 16, 2014. 09:10 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
2,918 Comments
308 Likes