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Windwood Trader

Windwood Trader
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  • QuickChat #276, November 27, 2014 [View instapost]
    Re:(GILD) Bailed out with a 4% loss- OUCH!

    WT
    Dec 23, 2014. 10:15 AM | 4 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator September October 18, 2014 To December 31, 2014 [View instapost]
    Re: Flu-

    Does the CDC talk to the CDC???

    Apparently not


    http://1.usa.gov/1zOZJ47
    http://1.usa.gov/JAwQUh

    WT
    Dec 22, 2014. 05:12 PM | 4 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    Right back at you, Maya and everyone else.

    We will be traveling to Lincoln on the 27th and on to STL on the 31st, back home on 6 January. Maybe winter will be over then?

    Hahahaha!

    WT
    Dec 22, 2014. 01:18 PM | 3 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    (GILD) Took a full position at $94.00.
    (INO) Added another 1/2 position at $9.20.

    WT
    Dec 22, 2014. 12:36 PM | 3 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    >HTL-

    "With the USD on a tear, for now, owning dollar-denominated assets that appreciate as the dollar does is a winning play."

    My thinking is that Russian, Chinese, Swiss whatever oligarchs looking to park some heavy duty foreign currency holdings will be attracted by the hi-yield bond funds and CEFs available on the US markets. All of my stuff in that arena were on average up 1.23%- (PDI) alone was up 3.5% today- Way beyond huge- (PHK), in the dumper most of the month up .75%.

    Aberrations? For sure, but one that could last a while.

    WT
    Dec 19, 2014. 04:20 PM | 2 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    >OC-

    If you bought at the close yesterday you are up 10% right this minute-

    VERY volatile though- Hang onto your hat!

    LOL!

    WT
    Dec 19, 2014. 10:04 AM | 3 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    Took a half position in (AVOL) @ $18.50, a competitor to (AYR) in the air purchase and leasing business.

    WT
    Dec 18, 2014. 02:00 PM | 2 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    I just posted:

    "Switzerland's central bank has introduced negative interest rates to protect the Swiss franc against rising."

    I have to wonder if this couldn't be part of the reason the fed is maintaining basically a zero interest rate environment? An increased flood of money from countries in crisis into the greenback would make the currency soar.

    WT
    Dec 18, 2014. 01:41 PM | 5 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    >Mark-

    Switzerland's central bank has introduced negative interest rates to protect the Swiss franc against rising.

    The Swiss are worried that as their currency is very strong that a flight of money from countries like Russia will cause the franc to explode upwards as a safe haven currency. The same thinking is supporting the greenback.

    In spite of Putin's latest propaganda blast saying the economy will recover right away Russia is heading into a deep recession and the smart money knows it. I would bet Putin's cache is in USD backed assets.

    As to demographics Europe and especially Japan face rapidly increasing average age that is playing heck with their economies. We will also unless we get a spurt of young immigrants. That's exactly what drove this country's economic growth for 100 years.

    WT
    Dec 18, 2014. 01:28 PM | 6 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    >jak-

    Re: (WRES) Warren is a cash cow with fantastic operating earnings, a book value more than half again its price.

    >Book value of $3 vs a price of $2.
    >Cash flow equals 50% of share price.
    >Profit margin 25%.
    >Price to earnings (PE) is 4/1 (earns decreased but solid)
    >Return on equity is 12%.
    >Debt is 40% of capitalization.

    They are somewhat of a niche player all in California (LA flood basin) and in the Rocky Mountains for coal/methane gas.

    You can buy the company for two years of cash flow.

    If you can find a better deal I would be interested.

    WT
    Dec 18, 2014. 01:10 PM | 5 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    Swiss CHARGING for holding money- Depositors seeking safe havems.

    http://bit.ly/1wPNTWl

    http://bit.ly/1wPOcQQ

    WT
    Dec 18, 2014. 12:42 PM | 4 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    >D-inv-

    Everything I read confirms a $55-$58 inflection point as I posted above.

    I guess we could all be wrong, but...

    WT
    Dec 18, 2014. 10:47 AM | 4 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    >Maya-

    I think the EIA has a lot more people with better qualifications than me, for sure looking at where the WTI and the Brent will end up. They did forecast that the WTI would AVERAGE $58 in the second qtr.
    I am enclosing a piece of an article that I previously posted a few days ago that gives a pretty valid look at the future (short term version).

    >>>(Excerpt from EIA piece)>>>

    "...With WTI crude oil prices expected to average $58/bbl in the second quarter of 2015, netback prices at the wellhead in certain domestic areas could fall into the low $40/bbl range. EIA expects 2015 drilling activity to decline due to less-attractive economic returns in some areas of both emerging and mature oil production regions. Many companies will redirect investment away from marginal exploration and research drilling and into core areas of major tight oil plays. However, projected oil prices remain high enough to support development drilling activity in the Bakken."<<<<

    With this information I'm thinking $55 to $58 should be the tipping point.

    WT
    Dec 17, 2014. 03:02 PM | 3 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    >Maya-

    "raking it.."

    Just don't make me fib by asking about all the red ink on the rest of the page!

    LOL!

    WT
    Dec 17, 2014. 02:45 PM | 4 Likes Like |Link to Comment
  • QuickChat #276, November 27, 2014 [View instapost]
    >jpau-

    Re: (WRES) I am in for the long haul on this so unless I see catastrophe coming at me I probably won't sell until I get my price which is $6.00, giving me a One Bagger!

    There is support indicated at $1.72 and it looks like $the resistance hi mark is at $2.24 right now with the stock at $1.94.

    Just a heads up in case you are looking to do a scalp.
    Good luck!

    WT
    Dec 17, 2014. 02:37 PM | 3 Likes Like |Link to Comment
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