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Windwood Trader

Windwood Trader
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  • QuickChat #280, April 16, 2015 [View instapost]
    >dapizz-

    Re:Pharms, Biotechs

    Bot (LLY) in two blocks- 3/02 up 11%
    And 4/24 up 9%

    Bot (NVO) 1 block each in 3 accounts account 3/02 up 18%

    Bot (AMGN) 1 block- 5/1 dwn 1.3% I will scale in more- A very good bet here, IMHO.

    Agree with Maya- FPA's Swine Flu is a great resource.

    WT
    May 29, 2015. 10:36 AM | 7 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >HTL-

    ..."crow" about it?

    Off to the punitentary with the rascal!

    WT
    May 28, 2015. 05:43 PM | 3 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >dapizz-

    I am drawing a blank on YRN-
    Can you add something here?

    WT
    May 28, 2015. 05:26 PM | 2 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Re: back into airlines- Hope you're on point, Mathieu-

    Wad of bucks in the nasty skies!

    Guess I'll just have to fly more!

    WT
    May 26, 2015. 07:32 PM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >Scooter-

    Remaining invested- Current valuations in US markets are ephemeral. European, Asian (especially India and the Philippines) and SOME emerging markets are much more attractive on a relative basis. The ones standing on the top step of the ladder are in danger of falling the hardest.

    WT
    May 26, 2015. 08:55 AM | 6 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >Valleywood

    WELL DONE!

    WT
    May 24, 2015. 08:07 PM | 3 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Good article on the airline over-reaction to sound bites last week-
    Opportunity knocking loudly-

    http://seekingalpha.co...

    WT
    May 24, 2015. 12:09 PM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Odd, really strange.......

    There is something in the air! There appears to be a dragon there smoking something. Can't be- I left the land of Hanalei three days ago.

    Some memories just stick around, I guess.

    Oh, Puff the magic dragon lived by the sea
    And frolicked in the autumn mist in a land called Honali.

    Must be whatever those Menehune were ingesting.

    WT
    May 24, 2015. 12:00 PM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >Mercy-

    Thanks for the (GSK) possible suitor. I had been following them but I got skittish when they started chopping jobs after the Advair competition showed up to kick butt.

    These guys love to play musical chairs until they run out of chairs!

    Good GSK article here for perusal-

    http://bit.ly/1F2sNoA

    WT
    May 23, 2015. 08:26 AM | 6 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >Mercy-

    Re:(NE)

    Well done! I sold mine too early but still had a gain. (MRO) appears to be brightening a little- May add some more on Tuesday.

    FWIW- (RAX) beaten up pretty badly recently but one of my tech triggers dinged and I am looking at a buy should the pps move above $44 with any kind of volume. It's currently just under $43 and the 250 is at $45. Could become interesting on very short notice.

    I also like (LUV) and (DAL) with (AAL) also in the picture. I am long a heavy trading position in (LUV) right now.

    I Hope everyone has a safe weekend. Watch out for that other driver!

    WT
    May 22, 2015. 09:13 PM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >D-inv-

    Re: (LUV)

    Seems like the invest community is concerned about competition driving down profit across the whole air patch.
    Since when did competition have that kind of effect on prices across the board?

    LUV is one of a very few long term holdings for me.
    Think I will join you in adding a bit.

    WT
    May 22, 2015. 02:45 PM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >dapizz-

    Re trading practices-

    I saw Mercy's comment in response to your question and just now am able to answer. I was 8 time zones out of my normal zone and just now got off an airplane after a 5 hour redeye. I'm waiting for my next flights in LAX.

    I control five tax deferred accounts that are more investing than trading. I frequently buy for longer times, often income producers and write covered calls on them. I also write covered called on stocks I will not be holding for more than a few days.

    For my trading account I am sensitive to taxes although not in all that high a bracket. In this account I write naked calls and puts and sell short a good part of the time. I feel traders miss out by watching a stock drop when they knew it would and not be short on it. I also do currency trading but it's mostly arbitrage- Using very large amounts of money to obtain a small profit.

    I am a trader by nature and do not hesitate to do a scalp on a one hour (or less) holding. Mainly I look for certain patterns to look for opportunities for a swing trade which can be a couple of hours or a couple of months. I really find long term investing a somewhat boring and low producing effort but that is my nature. I do this stuff because it is stimulating- Oh yeah, making money is an added plus.

    Hopes this answers some questions.

    WT
    May 21, 2015. 10:49 AM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >DG-

    I'm pretty sure your comment didn't show up.
    I don't see it!

    Yuck, yuck!

    WT
    May 18, 2015. 08:00 PM | 3 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >Maya-
    There is nothing worse than losing a child still in youth. My thoughts are with you and your friend at this time of loss.

    WT
    May 15, 2015. 12:53 PM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Aw gee, Maya- I was just getting used to having those (WRES) stock certificates around. I might feel guilty if they went to $6 and I wanted to sell my old friends. I might miss them-

    LOL!

    WT
    May 14, 2015. 05:37 PM | 3 Likes Like |Link to Comment
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