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Windwood Trader

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  • Quick Chat #281 June 1 2015 [View instapost]
    Mark-

    "Just ask Wall Street! (sarc) "

    Love it!
    Jul 5, 2015. 01:26 PM | 4 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    >Mark-

    Here is that article on the increase of drilling rigs- Not sure if it is the one you cited but same theme here. Thanks for highlighting it.

    2 July in the Oil & Gas Journal

    http://bit.ly/1JGU9bN

    WT
    Jul 5, 2015. 08:57 AM | 4 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    >Mark-

    "The Fed has it handled. "

    Canadian or US?

    WT
    Jul 4, 2015. 10:16 AM | 4 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    For those following (CPST) "Crunching Numbers" runs an insta called "I wish I been wrong about Capstone Turbine" that is updated constantly with current info-

    http://seekingalpha.co...

    WT
    Jul 3, 2015. 10:38 AM | 5 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    Maya- Thanks.

    Very interesting with the 3-D printing. The key IS with the docs, though. Stryker supposedly has some inventive incentives. I got my bionic knee in 2007.

    I have a TSA priority clearance but with the Titanium in the knee I still get the full pat-down and frisk- sometimes even more.

    WT
    Jul 2, 2015. 12:41 PM | 4 Likes Like |Link to Comment
  • Stability Of The European Union June 1, 2015 To ??? [View instapost]
    >FPA-

    "There are also major efforts by the EU to stop the referendum. What is it about votes that the EU so fears?"

    We are all traders and realize that emotion in financial situations ALWAYS costs us the most money. I am thinking that the EU is worried that mob rule and hysteria will have the trump hand and that could be an illogical and very costly event. If I were the EU, that would be my topmost concern.

    I am sure that someone has done a calculation as to what the impact of all that rather ephemeral Greek debt paper becoming worthless will do to the liquidity needs of the whole world. We all saw what fat cat greed caused in 2007 and 2008. I don't have any thought as to which will be judged to have the greatest impact, 2008 or Greece but I don't think I want to be exposed too much.

    WT
    Jul 1, 2015. 05:04 PM | 4 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    >D-inv-

    > " The referendum call was also explicit Greece leadership acknowledgement that it had no intention of abiding by prior Greek financial commitments to EU, ECB and IMF." <

    Agree, D-inv-

    This is the crux of it.

    WT
    Jun 30, 2015. 08:52 AM | 4 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    >Maya-

    Re:(VDSI)

    I figured that portfolio managers were selling off VDSI for cash purposes to dress things up before the end of the quarter. I believe that Friday was the last day to trade and have the record as owned or not owned as of the end of the quarter.

    I thought today (Monday) would be a buy day, but...

    WT
    Jun 29, 2015. 10:58 AM | 4 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    Re: Greek Reforms and Reality Without the Rhetoric

    Back in 2009 when Greece could not collect taxes from its populace and costs were increasing the government readily agreed to 'reform' the way it was doing business. Several more calls for reform took place since then but little happened. The demand for more loans increased, year after year. Corruption continued unabated with some Greeks commenting that "It is the Greek way."


    This is a very interesting article from Wikepedia fully cited showing the austerity timeline from 2009. It is quite concise and accompanied with links to further become more informed as to what is driving the problems. The two most blatant issues are that taxes are only marginally collected if at all. One comment was that according to the tax collections taking place there are only 200 Greeks in the whole country making over 500,000 euros a year- Right.


    Second, government corruption generally absconds with most of what is being collected. The ministry office demanded that their own staff needed to start paying taxes. Hmm.


    http://tinyurl.com/q5k...


    Valuable article if one wants to know the facts, not just the emotion filled rumors and crowd-pleasers.


    WT

    Also posted on the Stability of European Union
    Jun 27, 2015. 10:55 AM | 6 Likes Like |Link to Comment
  • Stability Of The European Union June 1, 2015 To ??? [View instapost]
    Re: Greek Reforms and Reality Without the Rhetoric

    Back in 2009 when Greece could not collect taxes from its populace and costs were increasing the government readily agreed to 'reform' the way it was doing business. Several more calls for reform took place since then but little happened. The demand for more loans increased, year after year. Corruption continued unabated with some Greeks commenting that "It is the Greek way."

    This is a very interesting article from Wikepedia fully cited showing the austerity timeline from 2009. It is quite concise and accompanied with links to further become more informed as to what is driving the problems. The two most blatant issues are that taxes are only marginally collected if at all. One comment was that according to the tax collections taking place there are only 200 Greeks in the whole country making over 500,000 euros a year- Right.

    Second, government corruption generally absconds with most of what is being collected. The ministry office demanded that their own staff needed to start paying taxes. Hmm.

    http://tinyurl.com/q5k...

    Valuable article if one wants to know the facts, not just the emotion filled rumors and crowd-pleasers.

    WT

    Edit::Since Greece is featured in the QuickChat I published it there as well-
    Jun 27, 2015. 10:52 AM | 5 Likes Like |Link to Comment
  • Invest In 'Europe'? No. In European Companies? Yes! [View article]
    Joseph-

    Thanks much for the thorough detail on the formative components of the union. I often thought that the entity would be a very powerful and well developed competitor to the US. I see that it is just taking a bit longer than I thought.

    Thanks also for the recommendations on participating in that growth as well. I share in owning some of them.

    WT
    Jun 26, 2015. 07:59 PM | 1 Like Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    Thanks, Maya-

    A very nice piece by Joseph. Even more so since I hold three of the ETFs he highlights. I HAVE backed off full positions aware of an inevitable backlash should Grexit take place or Greece just allows a bankruptcy. How long can the game continue to be played out?

    I know- Just like QE- Forever!

    WT
    Jun 26, 2015. 07:51 PM | 3 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    >Mercy-
    Thanks!

    Here is the Russell site listing adds and deletes to their indexes:

    http://bit.ly/1kzupvP

    For (CPST) interested folks the company is off both the Russell 3000 and the Russell Microcap indexes.

    WT
    Jun 26, 2015. 09:55 AM | 5 Likes Like |Link to Comment
  • I Wish I Had Been Wrong About Capstone Turbine [View article]
    Hey-
    We shouldn't all be too quick to fault management-

    You have to admit- At least their performance has consistency!

    Whoo Boy is it ever consistent.

    WT
    Jun 25, 2015. 01:15 PM | 5 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    Re: WRES-

    Yeah, they certainly do have the assets but lousy cash flow-

    A waiting game-

    Re:(VDSI) I added to my position also-

    WT
    Jun 23, 2015. 03:02 PM | 4 Likes Like |Link to Comment
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