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Windwood Trader

Windwood Trader
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  • Quick Chat 282 July 28 2015 [View instapost]
    Sympatico with LINE? (MEMP) down 7% to $10.95 at 14:50
    Jul 30, 2015. 02:52 PM | 4 Likes Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    >Mark-

    What the hey-

    They have the bases covered for sure!

    LOL!

    WT
    Jul 29, 2015. 10:36 PM | 4 Likes Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    >Mark-

    Convincing logic. Writing the PUT is key obviously.

    There was some sign of life yesterday so the bottom just may be in. Hmm.

    $10s at $.70 or $12.5s at $2.10

    MEMP at $11.39 Pre-open

    $12.5s look juicy

    WT
    Jul 29, 2015. 08:43 AM | 4 Likes Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    >Mark-

    Re: MEMP-

    I was thinking along similar lines- for the sake of the dividend but what I can see happening is that the company will become a form of junk bond with a finite income production future that will have a price decline as time goes on. The value of the company will reflect what income to expect and steadily drive down the price much as a sinking fund.

    Or, what's it worth once the hedges expire?

    WT
    Jul 28, 2015. 09:34 PM | 5 Likes Like |Link to Comment
  • Quick Chat 282 July 28 2015 [View instapost]
    Hey, Trip-

    May the force of the turtle be with you!

    WT
    Jul 28, 2015. 09:24 PM | 5 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    >SHB-

    Re:Paranoia-

    You know what Woody Allen said:

    "Even if you are paranoid doesn't mean they're not out to get you."

    WT
    Jul 28, 2015. 09:18 PM | 4 Likes Like |Link to Comment
  • Stability Of The European Union June 1, 2015 To ??? [View instapost]
    >FPA-

    Yeah, me too as a kid. Uncle Remus was my all time favorite.

    A little trivia-

    Did you know that Disney's "Song of the South" was the very first Disney movie with real people as characters?

    And

    Did you know that it was the only movie that was never released on DVD or video tape in the US because Disney was afraid that the movie would be construed as racist and result in backlash?

    What have we become.................

    WT
    Jul 28, 2015. 09:12 PM | 4 Likes Like |Link to Comment
  • Stability Of The European Union June 1, 2015 To ??? [View instapost]
    LT-

    "Germany has a real problem, it could be a repeat of our 08' TARP coming. they can't keep issuing debt n credit to broke nations and without it they break their economy. "


    Sounds like - Brer Rabbit with the tar baby-

    WT
    Jul 28, 2015. 05:22 PM | 4 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    >SHB-

    "MUCH cheaper than existing blood and urine work. 1/2 or less. No lab needed!"

    Did some thinking and determined who's ox would be gored. Do you think LabCorp, et al.would give these folks "Two Thumbs Up!"?

    LOL!

    WT
    Jul 27, 2015. 05:13 PM | 3 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    >Mark-

    back door to invest...

    I think you have the right idea-

    I recall that in the day I was running trust funds I interviewed a manager with $100 Billion under management in discretionary accounts. She said she specialized in the secondary markets- Those that supplied components for example.

    PDAs (personal digital assistants) all needed cases- Blackberry, Nokia, Apple etc. She bought the companies that made the cases, Corning for the Giorilla glass, Intel, AMD and Micron for the chips and circuit boards were in her stable big time.

    She could care less about the retail end of sales.

    We hired them. Gave them $150 mil- Probably still there.

    WT
    Jul 27, 2015. 12:14 PM | 4 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    >Mark-

    I believe it is an overall implosion as a result of the very high leverage derivatives provide with that leverage now working in the opposite direction. In Shanghai I suspect that so much yuan was tied to the real estate growth monster that when overbuilding and enterprise failures took hold the poof effect occurred faster than sell trades could be generated. Securities values and real estate values in certain sectors in China just evaporated.

    I believe that same principle took hold in Mercy's comments on the Dow futures margin calls.

    At this point that I must question just how valid the expectation that growth in China will really reach 5 to 6% or will those dreams fall short as well. It's getting harder and harder to find a place to bury your head in the sand.

    Time to stock the basement with K-rations and water?

    WT
    Jul 27, 2015. 11:59 AM | 4 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    I know that some QC aficionados follow (O), Realty Income Corp.

    I came across this article today that is more opinion than anything but I do find some of the comments of interest.

    http://seekingalpha.co....

    Anyone venture an opinion?

    While I am 85% cash right now the close to 5% yield provides some attraction on this realty company.

    WT
    Jul 26, 2015. 10:00 AM | 3 Likes Like |Link to Comment
  • Stability Of The European Union June 1, 2015 To ??? [View instapost]
    >Mark and FPA-

    Great work, guys!

    I had about 80% of the monetary facts and half the analysis correctly. While both of you completed the puzzle and created more than adequate comprehension.

    Many thanks-

    WT
    Jul 26, 2015. 09:33 AM | 6 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    >LT-

    Agree China will be fine albeit at a "lower growth rate" of maybe 6 to 7%.

    The REAL growth engine is India as long as the politics allow Modi to continue his agenda. The link is to Modi's views on social issues and politics.

    http://bit.ly/1GQQEbp

    I am long on India consumer and infrastructure stocks.

    WT
    Jul 26, 2015. 09:13 AM | 3 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    >Maya-

    I can only offer my wife's response as I had, of course forwarded the link to several people.

    Donna's response..............


    YUKKA MUKKA!!!!!

    WT
    Jul 24, 2015. 08:42 PM | 3 Likes Like |Link to Comment
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