connorport

Cramer's Mad Money - 5 Things You Can Learn from Galleon Management (10/19/09)

The problem with Itron is their outsourcing most of their components to foreign countries. Their failure rates on their electric meters is staggering. Many are damaged during the installation process due to its weak components. GE's future looks more promising in the smart grid area as far as growth go's. In the utilities business your references mean a lot but its coming down to who can financially back their products and who can offer a seamless systems without major failures. Cramer needs to consult his connections within major utilities and he will see what the rumormill pumps out.

The second thing that GE has going for them as far as electric smartgrids is enabling the utility to remotely connect and disconnect an individual service with the click of a button. No more angry customers to look at. If the bill falls into cut-off stage the system will automatically turn it off and will turn it back on again automatically once the customers account has been updated with a payment. This will be a huge tool when storms or hurricanes sweep through an area allowing the power companies to shut down affected sections preventing transformer damage allowing them to return power that much quicker. Itron has a lot of catching up to do in the smartgrid field.

Five Blue-Chip Stocks on Warren Buffett's Buy List

That would be a wrong assumption. Today would be a good day to invest in GE as short term they look to be trailing back to the mid 20's. That's a 50% return short term even at todays prices.


On Sep 19 06:13 PM bobbybutte wrote:

> I appreciate the article but the author obviously does not KNOW Buffett
>
>
> Buffett would never own MSFT because he could not personally value
> future earnings
>
> GS and GE he has the preferred why would he want to"double down"
> at these inflated levels.If he would have "bought" he would have
> done it while the stock was half of what it is now

Why I Sell Put Options (Part I)

Unless you purchase the stock for the price you are ok with and use covered calls to margin down or lock on a certain profit you can live with. I myself like to use this method of trading.


On Jul 21 08:51 AM rrtzmd wrote:

> ...if it works for you -- great!...HOWEVER, my own personal experience
> is that keeping things SIMPLE ultimately works best...the more complicated
> the product, the more of YOUR money goes to some middle man...moreover,
> the options market is something kin to a casino...an investor is
> betting against institutions filled with supercomputers and trained
> professionals...not exactly a friendly place for individual speculators...

10 Bullish Option Spread Strategies

My opinion is that bears should buy these stocks and sell covered calls on them. If they run then you would chase the stock value upward but if they fall a little you buy back to cover and keep the change to pay for the equity. Wait for a run back up and sell some more covered calls. I think the volatility here and the low stock price is the prime time for this play.

10 Bullish Option Spread Strategies

APWR is not a solar stock. They are Wind Energy. My call on APWR would be to buy June $12.50 or $15 calls. Earnings will be beaten severely again on June 1 earnings call and i think we see a run to nearly $17. New contracts and the completion of one of the largest Windturbine Manufacturing plants in China with support and Billions in commitment from the Chinese Govt and Superior involvement by GE i think this stock is set to sail to $30-$40 by the end of 2011 if not sooner.