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Windwood Trader

Windwood Trader
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  • Swine Flu, MERS, Ebola And Medical News Concentrator September October 18, 2014 To ???.  [View instapost]
    Thanks, Maya-

    "Novavax has stated publicly that they do not want to partner at this time."

    When they did the last dilution they also brought on board an acquisition specialist as an officer. I thought then that they were looking to buy something with the $100 mil. Maybe that's what this is all about.

    WT
    Dec 11, 2014. 09:50 AM | 3 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator September October 18, 2014 To ???.  [View instapost]
    >Maya-

    Only ones up- Yes, NVAX, two small Aussie holdings and three municipal bond funds all up.

    That's it- Only 15% of my holdings in equities right now, including PSEC where I added on the dip two days ago- Shoulda waited, my 20/20 hindsight says....

    Saw where our old buddy (LINE) was down about 10% today to $13.18. I don't think my January $35 CALLs have much of a chance.

    WT
    Dec 10, 2014. 06:24 PM | 5 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator September October 18, 2014 To ???.  [View instapost]
    Re: NVAX-

    Re:(NVAX) Finally Sold the CALLs on my stock (fourth time).
    $6s of 17 January for $.25

    (NVAX) currently at $5.74, up $.22 or 4%

    WT
    Dec 10, 2014. 11:19 AM | 4 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    Re:(NVAX) Finally Sold the CALLs on my stock (fourth time).

    $6s of 17 January for $.25

    .

    (NVAX) currently at $5.74
    Dec 10, 2014. 11:16 AM | 5 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    Re:(RIG) Sold the position- Bot it too soon.

    DRAT!

    WT

    WTI trading at $62.15
    Dec 10, 2014. 10:19 AM | 3 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    (WRES) one of my very few holdings in equity had taken a bad beating the last few days but has put on its track shoes and is up 10% today.

    I thought (RIG) had turned the corner but it hasn't shown much spunk- It is up over 2% today though, (HAL) about the same. So much for a big bounce today.

    WTI is at $63.75 up about 1% right now- 15:45.

    (NVAX) is up a couple of cents to $5.52. Still no bites on my SELL offer on Calls- $6s of 17 January. Last was at $.17 yesterday. I want $.25.

    WT
    Dec 9, 2014. 03:48 PM | 3 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    10:30-

    Took a half position in (RIG) at $18.40-

    (XLE) is up slightly-
    (VLO) is off $.75 or 1-1/5%
    (HAL) up $.50 at $29.20

    WT
    Dec 9, 2014. 10:38 AM | 4 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    Oil on Sale!

    http://bit.ly/1A96HQp;ch=7EPweS3yrm7oKBHYlV...
    Dec 8, 2014. 04:57 PM | 5 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator September October 18, 2014 To ???.  [View instapost]
    (CEMP) on a tear- Up almost 12% to $16.10.

    Two investor events coming up- Could it be they have something to say?

    WT
    Dec 8, 2014. 03:42 PM | 4 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    >SHB-

    "WT, I believe that the point of the article was that, historically, the price of O&G stocks has been only loosely correlated with the price of oil. "

    My response is that it ain't necessarily so. To me oil price and O&G stocks were/are in lock-step right now. The trades make it that way until stocks begin to move back towards more normal territory with oil prices likely following- still pretty much together though.

    WT
    Dec 8, 2014. 03:36 PM | 3 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    >SHB-

    Re: O&G prices coorelation to stock prices?

    I can tell you my thesis FWIW.

    When I first saw that oil prices were falling I immediately dropped my CVX and XOM. I felt that there would be more source competition for the product they sell. Good move.

    I then dumped my HAL and PKD and Shorted RIG when I saw the Norwegians had cut RIG's daily rate. Another good move. I figured rigs would lose their allure- Yes.

    When I was up 25% on the RIG short I covered. Left a lot on the table. Oh well. True cowards will never get rich.

    Pretty basic thinking on my part that accounts for the correlation btw oil prices and oil industry companies.

    Worked for me.

    WT
    Dec 7, 2014. 06:54 PM | 4 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    >Patrick Young said:
    "Deflation will continue despite the efforts of the Fed and other central banks."

    Does this mean you see a continuing decline in the prices of most commodities? Will coal, oil and metals be something to avoid just now?

    WT
    Dec 7, 2014. 09:54 AM | 4 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    Glad to hear, DG- Pneumonia can do much damage if not dealt with early on. Experience speaking.

    WT
    Dec 6, 2014. 05:15 PM | 4 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    India projected growth rate to exceed China's by 2016.

    Goldman Sachs- Yesterday-

    http://bit.ly/1yqsUHM

    WT

    Edit:

    IMF predicts a slightly lower India growth rate at 6.4% for 2015-

    http://bit.ly/1w1d60L

    Edit (2)

    Why India growth will move to the front-

    http://yhoo.it/1w1dso7;_ylt=AwrBEiF9foNUdCoA...
    Dec 6, 2014. 05:05 PM | 4 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    >HTL-

    Agree on your take re Asia's China and Japan- that's where the demand is. Can't forget India as another awakening tiger- maybe the most awesome of all in the not too distant future. Asia's Frontier markets plus Malaysia and Indonesia are not just going to sit back and be miserable either.

    I feel that China may have slowed to the point that their growth will be reduced a lot they will STILL grow- Maybe not 8%, maybe not even 6% but they will continue to move the needle. China growing at 5% would produce more GDP than all of Europe combined for EU and non EU as well.

    They will not turn off the commodity tap completely and an Aussie dollar at its current level may be quite attractive to our Asian buddies. Japan has no choice but to grow its way out of their deflationary mess and needs buckets of materiel.

    One area I have a hard time finding fertile for my dollars is the US markets- except hi-yield. I am keeping the bulk there right now. I'm firmly in the camp that sees little chance of rates rising from any fed action for maybe all of 2015.

    Be careful out there!

    WT
    Dec 6, 2014. 04:13 PM | 3 Likes Like |Link to Comment
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