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Windwood Trader

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  • Quickchat#272, June 16, 2014 [View instapost]
    Re: (NASDAQ:LOCO) (New IPO) Quick scalp-

    In at $27.72- out at $31.29 three hours later.

    WT

    ps: Missed the real oppty- on Friday $20
    Jul 28 02:45 PM | 5 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    >Trip-

    Re: Bureaucrat's progress..

    What we need is a little Harry Potter magic that would allow a camera to focus on the money in a politico's pocket and then REVERSE the video to see where the money starts out and track it all the way down to Daddy Warbuck's pocket.

    WT
    Jul 28 01:12 PM | 6 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    >jpau-

    Good move, IMHO

    WT
    Jul 28 11:58 AM | 2 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    >Trip-

    Been following your May div raid- Incl (NYSE:QRE)

    They are looking pretty good- Do you still have them all?

    WT
    Jul 28 10:46 AM | 3 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    >Maya the Monster Man-

    A thought for you-

    (NASDAQ:BBEP) closed Friday at $21.79.

    If you think the company is a good deal with a possible dip coming why not consider buying CALLs on the stock, like $22.5s of December 20.

    They are currently trading ay $.20 Bid - $.30 Ask.

    10 contracts would cost $300 giving you the chance to pick up a thousand shares at $22.50 in mid December-

    Merry Christmas if it works!

    WT
    Jul 25 08:03 PM | 5 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    Looks like taking money-market funds for granted may result in surprises we may not care for.

    Managed short duration vehicles preferred and recommended-

    http://bit.ly/WHbBXF

    WT
    Jul 25 11:14 AM | 6 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    >Robert-

    Thanks for that article- Very prescient, IMHO.

    I found this comment to say it all-

    " MarketWatch: What was your reaction to Fed Chairwoman Yellen’s speech at the IMF, where she said the central bank would use regulation first if there were concerns about asset prices?

    Greenspan: There is a fundamental distinction. I happen to agree that bubbles are primarily an issue to be addressed by regulation. "

    All is OK. Big Brother is in charge.

    WT
    Jul 25 10:47 AM | 5 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    >Maya-

    Good going on the MLPs. I have backed off a little on these goys. I guess I'm a little suspicious of the yield and to what extent they are on fragile ice. Your experience however suggests robust resilience!

    I had lunch at Nemacolin Woodlands about three years ago when my wife and I were visiting the area to see "Fallingwater" and "Kentuck Knob." Spent five days there and about. Really classy act by most accounts.

    A few months after our trip I had occasion to get some material from our local 84 Lumber. I know everyone there and one remembered my trip plans asking if I ever went. I said I did and the 84 Lumber guy called over a guy that had to be 90. The store guy said 'Joe, this guy was in your neighborhood a couple of months ago.' The old guy came over and asked if I visited Nemacolin. He then asked if I liked it. He was glad to hear I did because he told me he not only created Nemacolin with his daughter, he also owned 84 Lumber calling every store once a week and visiting as many as he can on an ongoing basis. His name was Joe Hardy. Quite a character, visiting the New York Capital area store that day. Told me to drop his name if I went back.

    WT
    Jul 24 04:53 PM | 2 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    >HTL-

    Lamont Cranston and his erstwhile aide, Margo-
    Jul 23 09:39 AM | 4 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    >HTL-

    Re: The Shadow knows- Very Good-

    Now- for a 65 year old Cracker Jacks prize, Who was 'The Shadow'?

    WT
    Jul 22 04:42 PM | 5 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    FWIW-

    Re: (NYSE:UTX)

    I own (UTX) and was surprised that it was down a bit today- 2% at 3:30.

    The report ,pre-market showed net earnings, sales and guidance all up more than consensus. Earnings up 8%- Sales 7%. Guidance up from $6.65-$6.75 to $6.75-$6.85

    I would think there was anticipation of bad news but it's all good.

    Go figure.

    WT
    Jul 22 03:49 PM | 5 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    >HTL-

    Thanks for that clarification on the use of distributors marketing the product.

    A bunch of years ago I was involved in a Ground Zero project building a NY domiciled insurance company from scratch with a mid-west parent. Brass hats went the distrib route to market the products. Distributors aren't dummies. They will push the goods that produce the most jingle. Took our leadership two years to figure it out. Once we developed a captive sales team the cash registers started to ring.

    Maybe CPST honchos will see the light some day, unless they have a different agenda and are seeking a buyer?

    Who knows what evil lurks in the hearts of men.....

    Anyone remember that line? Came from my growing up times when radio was the ONLY entertainment except for that entertainment folks made for themselves.

    WT
    Jul 21 10:55 PM | 7 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    >SHB-

    "there seems to be something broken in their sales and marketing departments that prevents them from increasing the price enough to break even."

    I had mentioned previously that I believe these folks have a terrific, marketable product but they seem content to just plod along without really trying to grow the business. A decent management team would have directed their sales force to visit each and every oil well operation, waste recycling and land-fill operation on the continent- Probably just send out some postcards instead.

    I think it's possible that a decent sales and marketing department just do not exist here. With Capstone it could be a part of the Building and Grounds department.

    We've seen it time and time again in the pharma/bio industry so why not in the tech area as well? Remember when Bill Gates first went to IBM and proposed a joint effort btw IBM and Microsoft back in the 70s? They wouldn't even talk to him! Some managerial types just can't think outside the box.

    I made some money with CPST but most of it in scalps. I don't regard this company as a good investment until they can get their act together.

    WT
    Jul 21 01:44 PM | 6 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    >DG-

    Re: Russell 2000-

    I did some light research and put together a line chart using:

    The S&P 500,
    The NASDAQ
    The DJ Ind and
    The RUT

    The default comparison was for 200 (calendar) days going back to mid October.

    The best of breed was the S&P up 18.8 %
    Next the NASDAQ up 16.2 %
    Next the DJIA up 13 %
    Finally the Russell 2K up 6.4%

    Interestingly about July 1 the RUT was up 11.6 % but fell all the way down over 5 percentage points to 6.4% in a little over 2 weeks. It was down to 4.8% a couple of days ago but came up today.

    I'm going to throw a link in here- see if it works.

    http://bit.ly/1tfnQFs

    WT
    Jul 18 05:31 PM | 6 Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    >Maya-

    "...threat of a major correction"?

    They going to save you from being corrected?

    Did these guys have black shirts and yellow ties? LOL!

    WT
    Jul 18 09:58 AM | 5 Likes Like |Link to Comment
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