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Windwood Trader

Windwood Trader
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  • QuickChat #280, April 16, 2015 [View instapost]
    Re: (VDSI) Bot blocks of June $25 CALLs (in the money)
    Re: (NE) Bot 1/2 position at $15.65.
    Re: (VWO) Increased full position by 50%
    Re: (VGK) Starter position up to 1/2 position.
    Re: (STO) Starter position up to 1/2 position.
    Re: (EPHE) sold position for 4.5% gain.
    Re: (NVO) Up 12% so far, increased 1/2 position to full position.

    WT
    Apr 24, 2015. 01:50 PM | 3 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >Maya-

    Re:(STO)

    "...why Danske Bank downgraded STO from Hold to Sell just two days ago. "

    I would bet that it's a knee-jerk reaction to the 59% drop in revenue per qtr y/y or the 20% quarterly drop TTM.

    Possibly a knee-jerk algorithm? ...a really dumb algo! Save on analyst labor costs that way-

    WT

    Edit.
    Columbine Capital and EVA Dimensions have it as BUY and OVERWEIGHT respectively.
    Apr 24, 2015. 12:00 PM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Re: Materials-

    Freeport Mac (FCX) is up 5% today on moderate volume.
    Apr 24, 2015. 10:45 AM | 2 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >Maya-

    Re: (VDSI) Thanks-

    Good insight.

    WT
    Apr 24, 2015. 10:14 AM | 3 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >Maya-

    Re:(VDSI) Looks like a good bet. Does (FEYE) compete directly do you know?

    WT
    Apr 24, 2015. 09:32 AM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >MJ-

    Thanks on the (LUV) comment! It worked out well.

    Re: (MRO)

    It was a coin flip for me to get back into (TSO) or go with MRO- I did choose MRO. (TSO) did take a hit today, 3.5% down to $86.50- haven't looked into it yet as to cause. I believe there may be a playable channel on this one. (VLO) is another I pay attention to.

    WT

    Edit:***TSO- Distro news:

    SAN ANTONIO - April 23, 2015 - Tesoro Logistics LP (NYSE:TLLP) (“TLLP”) today announced the declaration of its quarterly cash distribution for the first quarter 2015 of $0.6950 per limited partnership unit, or $2.78 on an annualized basis. This distribution represents a 4% increase over the quarterly distribution of $0.6675 per unit ($2.57 per unit on an annualized basis) paid in February 2015. The first quarter distribution will be paid May 15, 2015, to all unitholders of record as of May 4, 2015. In the prior four quarters, TLLP has increased its distribution to limited partners by 18%.

    There it is- Prior four quarters distro increased by 18% and this quarter a 4% increase Q1-15/Q1-14.
    Apr 23, 2015. 06:24 PM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >HTL-

    "n-flight? Parachute? :-))"

    I "LUV" it!

    Hah!
    Apr 23, 2015. 12:07 PM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    (LUV)

    I've jumped out of LUV at $43.80-

    Sorry, couldn't help myself.
    Apr 23, 2015. 11:46 AM | 3 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >Ungawah-

    Great idea setting up "gadgets" Now I need that 12 YO to show me how to do it!

    LOL

    WT
    Apr 23, 2015. 11:32 AM | 3 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >Mercy-

    Great positioning on (T), up another 3% today alone-

    I'm going to have to follow you in a bit more than I have been! I have (STO). Do you still like (NE)? I held off on that.

    LOL!

    WT
    Apr 23, 2015. 11:23 AM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Whooee!

    Had to scramble this morning at the open. (LUV) profits TRIPLE in first quarter. Bought in my CALLs that I had open for $43.50s that expire tomorrow. LUV up .60 at the open.
    Apr 23, 2015. 09:35 AM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    "The Financialist" by Credit Suisse has very credible and high quality material rating by yours truly but they are not a daily source of information.

    Others I rely on are "Advisor Perspectives" and "Global Economic Intersection". I read both cover to cover daily.

    I actually use other foreign based info sources as well as I find that what ever pap we are fed from American based "news media" is at the very least slanted and more likely disingenuous and intended to mislead the American public.

    Der Spiegel and The Guardian as well as the Market Oracle Newsletter (trying this one out.)

    WT
    Apr 23, 2015. 09:28 AM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    >Maya-

    Re: (MEMP)

    Would I be correct in assuming that a public offering of that size would affect the distribution rate negatively?

    WT
    Apr 22, 2015. 03:33 PM | 4 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    One site that may not be cutting edge but that I believe is credible is:
    The American Association of Individual Investors (AAII). I have been a "LIFE" member since 1987 and a regular member before that. I will research as to whether or not they may have written a piece on information sources. They did a recent one on investing websites that I will research and get back to the QC.

    WT

    edit:

    OK- AAII did a report on the most comprehensive sites in 2011-

    Here's the link. May not be EXACTLY what we are looking for but a good start'

    http://bit.ly/1DiSmSt
    Apr 22, 2015. 03:27 PM | 6 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Black hole...Mises is the right quote-

    WT
    Apr 22, 2015. 03:14 PM | 3 Likes Like |Link to Comment
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