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Windwood Trader

Windwood Trader
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  • QuickChat #276, November 27, 2014 [View instapost]
    I can't believe how far the MLPs have dropped-

    LINE - 9.83
    BBEP - 6.95
    MEMP - 12.19 and
    MCEP - 5.50 down 77% since July.

    Any thoughts on an eventual comeback?

    (ETP) however was at $58 on 1 July and closed at $59.32 today.

    WT
    Dec 15, 2014. 04:51 PM | 3 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    >SHB-

    Another dollars to renminbi - ETN

    (CNY) - MARKET VECTORS RENMINBI USD

    This would be if you were betting on the yuan.

    WT
    Dec 15, 2014. 04:42 PM | 1 Like Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    >SHB-

    "reasons to believe that China WILL devalue the Yuan."

    I am thinking that China's import and exports are not too far from even at this point, somewhere around two trillion each way ( 2013 showed imports at 1.8 trillion and exports at 2 trillion with the gap narrowing- possibly going the other way.

    http://bit.ly/1wBizKY

    ISTM that they need a strong yuan in order to pay the bills for the imports. The Japanese and the rest of SE Asia are included as heavy trading partners and China might be exacerbating the 'currency wars' at the wrong time. China growth will probably be dropping to the 6% range next year and they need to pack weight right now while their currency is heavy and can buy stuff.

    Right now that may be more important than selling overseas. Mid 2015 may see a change in that position so your CALL/PUT combo might be good timing.

    WT
    Dec 15, 2014. 03:22 PM | 3 Likes Like |Link to Comment
  • 5 Monthly Dividend Stocks For 2015 [View article]
    Why is it unfortunate? Three of the four are rising today.
    Dec 15, 2014. 10:28 AM | 1 Like Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    >HTL-

    You should just keep on talking, my friend. Every time you post I glean something.

    WT
    Dec 14, 2014. 07:08 PM | 2 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    Re: Air transportation companies:

    Ireland based Avolon (AVOL) just did an IPO last Friday- came out at $20 and finished the day at $18.50. Was expected to run in the low twenties.

    Looking to challenge the other leasing companies in Europe.

    WT
    Dec 14, 2014. 12:57 PM | 2 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    >jakurtz-

    "margin calls I believe are the cause of what we are seeing as "panic" selling"

    The really big money is in the hands of the mutual funds, portfolio managers for pension funds and such and also in the hands of hedge fund managers. They along with their programs that are fueled by their own flash trade and manipulations are the ones to be blamed for panic selling, with the customers just following the leaders out of the mess.

    I don't think the little guys add that much unless it's a very thinly traded stock with little institutional following- Different story then. Those trading out of the very small cap stocks could be under margin debt pressure and be affected by the small cap moves.

    WT
    Dec 14, 2014. 12:49 PM | 4 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    >Valleywood-

    By class 1 railroads do you include (NSC) and (CSX) in that group? Who would be 'class II' for example and why?

    Thnx-

    WT
    Dec 14, 2014. 11:56 AM | 3 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    What to expect oil wise in 2015-

    Very comprehensive article from the EIA (Energy Information Administration).

    " EIA expects that global oil inventories will build by almost 0.8 million bbl/d on average during the first half of 2015, up from 0.5 million bbl/d in the previous STEO"

    "Continuing inventory builds are expected to put further downward pressure on oil prices. EIA expects Brent prices to fall from current levels to average $63/bbl from March through May. EIA expects that a change in market fundamentals will have to come from the supply side because, in the short-term, global demand is very inelastic to changes in price"

    "With WTI crude oil prices expected to average $58/bbl in the second quarter of 2015, netback prices at the wellhead in certain domestic areas could fall into the low $40/bbl range. EIA expects 2015 drilling activity to decline due to less-attractive economic returns in some areas of both emerging and mature oil production regions. Many companies will redirect investment away from marginal exploration and research drilling and into core areas of major tight oil plays. However, projected oil prices remain high enough to support development drilling activity in the Bakken."

    The whole piece here:

    http://1.usa.gov/1z2bsfq

    WT
    Dec 14, 2014. 10:53 AM | 3 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    >Mathieu-

    Taxis are strongly regulated but they are very price competitive, so much so that Uber can't compete on pricing alone. The more frugal will use cabs.

    The advent of Uber certainly did put a hit on medallion prices that went from $1,300,000 to $800,000, but they still need financing and TAXI has the franchise. It's what Buffet would call a"moat".

    As far as companies benefiting from low oil try (AYR)
    They lease, and sell commercial jet aircraft to airlines and also make investments in various aviation assets, including debt investments lending for aviation purposes.

    WT
    Dec 14, 2014. 09:47 AM | 3 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    Interesting piece on the death of OPEC.

    Some insight on what may be going on behind closed doors.

    http://bit.ly/1wO0axC

    WT
    Dec 13, 2014. 07:53 PM | 4 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    >jpau-

    Attached is an informative link about Bakken Shale oil that among other info also contains several lists of companies that are either involved with or affected by shale oil economics.

    I think it's really a shale oil support site but you should be able to glean some good info with some moderate sifting of the hype.

    http://bakkenshale.com

    WT
    Dec 13, 2014. 04:06 PM | 3 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    NYC folks won't be too much in the mood to make appointments for car service to be a worry for the cab business. The cabs are eternal but Uber does have a place for sure. Cabs are Manhattan basically, with the other boroughs mostly relying on car services.

    I worked for the 1960s version of UBER when I worked for a car service in Brooklyn until the SECOND time in two months I got held up. Went back to being a bouncer in a ..ahem.. gentlemen's club- Much safer.

    Uber will play in places like Brooklyn, Bronx and Queens and possibly upscale Manhattan (residential) I believe.

    WT
    Dec 12, 2014. 06:24 PM | 3 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    >SM-

    I still have the (GERN) PUTS that I sold awhile ago. They turn into pumpkins on the 19th- $2.50s of December.

    I had bot CALLS of $3.00, same expiry and sold them for a good profit a while back. I think we did the same thing IIRC.

    The price is about the same now as when I bot the CALLs, $.30 and sold them for $.75.

    Time rot at work!

    LOL!

    WT
    Dec 12, 2014. 06:07 PM | 1 Like Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    >DG-

    Re: O&G Journal-

    Thanks!

    WT
    Dec 12, 2014. 05:51 PM | 3 Likes Like |Link to Comment
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