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Windwood Trader

Windwood Trader
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  • Quickchat #279, March 19, 2015 [View instapost]
    >Maya-
    Yup- A neat excursion to Pennsy Dutch country. Love the markets. Harness leather men's belt with a solid real brass buckle for $8.00. Raw honey at $9.00 a pound. Not too many rip-offs in these venues. Fair product and fair prices.

    WT
    Apr 2, 2015. 06:18 PM | 3 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    OK-
    Valleywood's new handle is 'Fragile Flower'!

    >Hey, FF-

    Loved the Amish conversation. We have a couple of clusters quite near where we are in up-state New York. Palatine Bridge, Stone Arabia and Ephratah are the ones I know of.They don't seem too outgoing, not like the Amish in Lancaster County, PA.

    WT
    Apr 2, 2015. 04:15 PM | 3 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    >jpau-

    As an institutional investor in recovery I know that all such investors work under an investment policy protocol that always addresses the relative size of a position in a portfolio. Twenty percent would not only be huge but entirely too risky for an outfit considered a fiduciary. Five percent would typically be the maximum percent of any stock's outstanding stock or as a percentage of the market value should that differ.

    Five percent would also be the maximum held by such organization as a percentage of all similar holdings (stock) held by that entity.

    Hedge funds have no implied fiduciary size restrictions as far as I know but I'm sure most do as well as mutual funds; Just a hazarding a guess.

    WT
    Apr 2, 2015. 12:58 PM | 3 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    >Mercy-
    "...the ASX in Australia takes Good Friday AND Easter Monday off."

    And quite often they also take the first four days in Good Friday week as well as the last four days in Easter Monday week!

    I've had to wait for quotes due to lack of trading the last two days.

    LOL!

    WT
    Apr 2, 2015. 10:12 AM | 4 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    >Mark-

    Agree the Q2 over Q1 but as you say the currency paradigm will continue to sap the strength of big corps. US exports down noticeably now.
    I don't think you are negative just realistic.

    WT
    Apr 1, 2015. 09:40 PM | 5 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    Whether the Markets-

    10 Year treasury now at 1.87%

    European hedged stocks up today-
    YTD up 20%+ My European portfolio up 17.5% YTD

    Asian ETFs up 7%


    ETFs

    (FPA) Asia/Pac X Japan up 12% YTD
    (DPAP) Asia /Pac -hedged up 6% ytd
    (EWHS) Hong Kong Small cap up 3% YTD

    Emerging Markets

    (EGRW) MSCI EM Growth Up 6% YTD

    Europe
    (EWG) MSCI Germany (not hedged) up 9% YTD

    Phillipines (EPHE) up 10.5% YTD.

    S&P up .5%
    DJIA Down .2%
    NSDQ up 3.7%

    A good list to start from:

    http://bit.ly/1bPD1St

    WT
    Apr 1, 2015. 01:05 PM | 5 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    Thanks for the Oil opinion article, Mercy.

    Aside from the first point- one that I did not have knowledge of everything I see agrees with all the other points.

    I just wonder if $40 is a magic number- Why can't it be even lower? Low cost operators that have the same wells pumping the same level for years could probably make money at $30 but many others could not pay the expenses at that level so they just stop pumping or just pump to meet the nut. I wonder how much flexibility the money-lenders have.

    WT
    Mar 31, 2015. 04:47 PM | 4 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    RE: WTI

    Thoughtful article by Futures Magazine author Neal Gilbert that posits a possible return to $40 after moving higher for a while.

    http://bit.ly/1BIUmBP

    WT
    Mar 31, 2015. 02:12 PM | 3 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    Just a heads-up for everyone. You probably know but worth repeating for everyone's benefit-

    Friday 3 April is a 'market holiday'.

    Good Friday,

    Stock market closed

    WT
    Mar 30, 2015. 06:34 PM | 4 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    >Occ-

    " My kind of trade...."

    I had them out for sale for an hour at $1.05 and dropped it when Apple's rise settled a bit. I'm pleased. My AAPL long position is above water now.

    My AAL $51.50 PUTs will probably be good for expiration as well as yours- More than $2 safety net. I hate to buy stuff in.

    WT
    Mar 30, 2015. 06:25 PM | 3 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    Yeah, Mark-
    Same sort of thing happened when I paid that guy $100 for that love potion.
    Mar 30, 2015. 02:09 PM | 3 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    Sold (AAPL) 10 April $128 Calls for $1.00 - Stock at $125.77

    WT
    Mar 30, 2015. 01:38 PM | 4 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    >Mark-

    Re: The Blackout Period

    Thanks- Certainly sends up the caution flag.

    WT
    Mar 29, 2015. 06:32 PM | 4 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    FWIW-

    Following up on Valleywood's excellent post on water issues I assembled a rough listing of companies and organizations for your perusal.

    Attached is a screen capture of stocks dealing with or affiliated with companies having water as a business. This is a raw list that I assembled from both Yahoo and StockCharts.com so some of these may be inappropriate for further consideration but many will be of interest.

    http://bit.ly/1ypvY7Z

    WT
    Mar 29, 2015. 11:29 AM | 6 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    >Valleywood-

    Great write-up! Thanks-

    Water is indeed the most important commodity on the planet and those of us fortunate to have an abundance right at the tap frequently lose sight of the fact that not all are so fortunate. You have obviously explored the water arena very well.

    Florida's aquifers have caved in in great numbers becoming vast sink holes and others throughout the country have either become polluted or just dried up. Those activated carbon filters you mentioned will come in handy.

    California is almost totally dependent upon the Colorado River to water half the population of the state. I'm sure there are others.

    Thanks for listing your ideas.

    WT
    Mar 29, 2015. 10:45 AM | 4 Likes Like |Link to Comment
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