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Windwood Trader

Windwood Trader
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  • QuickChat #280, April 16, 2015 [View instapost]
    Hat tip to Mark on his posting of exit of euro vehicles in the last couple of weeks. I looked at what he posted and similarly vacated the hedged investments at least for the present.

    Euro was about $1.05 and now touching $1.14- quite a jump in a short period. Got out of the trades in one piece.

    WT
    May 6, 2015. 03:37 PM | 5 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Re:(REED)

    Bailed out at $5.71 with a basis of $5.04 - 1 day.

    WT
    May 6, 2015. 01:59 PM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    (REED) with a big hop up today. I can't access news right now. Sounds like an analyst upgrade or Maya's good buddy Cramer 'Like'.

    LOL!

    WT
    May 6, 2015. 12:33 PM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >Maya-

    I'm thinking your take is on point.

    I struggle to find a business model that makes serious money for the company or has the potential to do so. I made a few bucks trading with it on the short side for two scalps but I just don't see it as a long term investment.

    WT
    May 5, 2015. 08:11 PM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Taking a look at (TWTR) but my crystal ball says stay clear for a while. Still a heavy downdraft in momo with any upside volume disappearing quickly.

    Hanging on with (MRO) even tho dn 3+% on 9.3Million shares- That's a lot!

    (MEMP), NE) and (STO) behaving today.

    Toe back in the water with (REED). Story looks good- Patience I guess is the rule of the day.


    WT
    May 5, 2015. 04:03 PM | 3 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Re(LUV)

    Ayup- Back in LUV again!

    Couldn't pass up a price of $40.60, down 3% for the day. Figure I will write CALLs again when we get a little pop in price (he says hopefully).

    WT
    May 5, 2015. 03:53 PM | 5 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >Mark-

    Thanks- Quite an essay by the G man.

    I can't by sure but I guess he likened the life of the current "Bull market" to the life of a 70 Y/O person.

    Sounds like the basis of a John Donne poem.

    WT
    May 4, 2015. 05:18 PM | 3 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >D-inv-

    Thanks for doing the survey- I will be out of the country for much of May with limited access to the 'net so I am just holding onto stodgy stuff with some some hedging as protection.

    If a goodly portion of the investing community feels that the adage is valid there will be a lowering in prices no matter what we think.

    Better be safe than sorry. Maybe even some long range index/ETF PUTs might be in order.

    WT
    May 4, 2015. 10:32 AM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >Mercy-

    Re: Diversification-

    Even with eoro dramatic jump greenback is still way high.

    Good time to re-enter AUD, NOK, CAD and NZD, IMHO

    WT
    May 1, 2015. 12:19 PM | 3 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Re: China-

    From the mouth of the dragon-

    "At China's National People's Congress opening, (March) Chinese premier Li Keqiang uses the highly anticipated opening address to set GDP expectations for the country at about 7%, and a consumer inflation target of 3%."

    Looks like a renminby gain to greenbacks to me.

    WT
    May 1, 2015. 12:10 PM | 3 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >Mark
    Re: Skin tags-

    Keep that weight off! Those tags get heavy!

    LOL

    WT
    May 1, 2015. 11:55 AM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >Maya-

    Seems like the good reports get a "ho hum" while a report just a few cents short or a mediocre future guidance gets the axe-

    "What did you do for me today?"

    WT
    Apr 30, 2015. 07:36 PM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    China devaluing the rennminbi (RMB)?

    Not likely says Alliance Bernstein,

    http://bit.ly/1JExlJe

    WT
    Apr 30, 2015. 05:46 PM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    (GILD)

    Revenue $7.6 Vs $5.0

    Income $4.3B $2.76 fully diluted Vs $2.2 or $1.55 fully diluted.

    Foster City, CA, April 30, 2015 - Gilead Sciences, Inc. (Nasdaq: GILD) announced today its results of operations for the first quarter ended March 31, 2015. The financial results that follow represent a year over year comparison of first quarter 2015 to the first quarter 2014. Total revenues were $7.6 billion in 2015 compared to $5.0 billion in 2014. Product sales were $7.4 billion in 2015 compared to $4.9 billion in 2014. Net income was $4.3 billion, or $2.76 per diluted share in 2015 compared to $2.2 billion or $1.33 per diluted share in 2014. Non-GAAP net income, which excludes amounts related to acquisition, restructuring, stock-based compensation and other, was $4.6 billion, or $2.94 per diluted share in 2015 compared to $2.5 billion or $1.48 per diluted share in 2014.


    http://bit.ly/1JcwJHf

    WT
    Apr 30, 2015. 04:12 PM | 5 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Moody's rates Greek debt as junk-

    More kick the can-

    http://seekingalpha.co...

    WT
    Apr 30, 2015. 11:10 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
3,430 Comments
324 Likes