Seeking Alpha

Palladium31

Palladium31
Send Message
View Palladium31's StockTalks BY TICKER:
CCJ, CL, CLF, CPA, CWCO, DF, DG, DLR, FXI, GXG, O, PG, PNW, RSG, SBS, SDRL, WMT
  • Palladium31
    Picked up $FXI & $GXG today. Also wrote some $DF cash secured puts for Aug 16th expiry.
    Jul 28, 5:16 PM
    Reply
      • Palladium31
        http://buswk.co/1mlUUKM Long $DF , may add more tomrrow
        Jul 11, 1:02 AM
        Reply (4)
      • View all 4 replies
        • Palladium31: Price of Milk can be expected to come down in the future because feed stock price is down and cow price is up = more future milk supply.
          Jul 21, 9:40 PM
        • Palladium31: To be clear though, it will take time to expand the diary herd, but it's a good time to accumulate a long value position.
          Jul 21, 9:45 PM
          • Palladium31
            $CLF - Huge news this morning - amended credit agreement takes a significant risk off the table. Long $18 2016 LEAPS
            Jun 30, 12:16 PM
            Reply (3)
          • View all 3 replies
            • Palladium31: $CLF Gotta love that short squeeze
              Jul 16, 11:34 AM
            • Palladium31: Sold position today for a 45% gain over 1.5 month hold period. Too many potential landmines this week to keep holding. Good luck to all.
              Jul 28, 1:08 PM
              • Palladium31
                $RSG - I'm in with Mr. Gates. Long
                Jun 28, 4:17 PM
                Reply
                  • Palladium31
                    $PNW is building two new solar plants to provide sustainable clean energy to Arizona consumers. Attractive valuation to boot. Long.
                    Jun 19, 7:06 PM
                    Reply
                      • Palladium31
                        Cash secured put writing continues: $DG 1.25 Jun 55s, $SBS .45 Jul 10s, $SDRL .75 Jun 34s. ~26% yield.
                        May 19, 2:11 PM
                        Reply
                          • Palladium31
                            $CWCO makes a vote of confidence in their Rosarito desal JV development by paying $1M to prevent a dilution option of their JV partner.
                            May 12, 7:53 PM
                            Reply
                              • Palladium31
                                DLR Charts A New Path $DLR http://seekingalpha.com/p/1q1k5
                                May 7, 12:25 PM
                                Reply
                                  • Palladium31
                                    Should Dividends Wag The Dog? $PG, $CL, $WMT http://seekingalpha.com/p/1omth
                                    Apr 11, 1:34 AM
                                    Reply
                                      • Palladium31
                                        Tax time got you down? Why not hire a $CPA and take a vacation! Long.
                                        Mar 12, 3:08 PM
                                        Reply (3)
                                      • View all 3 replies
                                        • Palladium31: Yes indeed. Hence, a buying opportunity for those with cojones and a long term view of Latin/South America economic development.
                                          Mar 12, 4:35 PM
                                        • OscarMal: Love this stk! eventhough if VE dont pay them, that would take years in litigations before it appers on balance. They arenĀ“t short in cash.
                                          Mar 19, 4:25 PM
                                          • Palladium31
                                            $CCJ the 4th arrow has been launched today... special prize if you can guess the reference.
                                            Feb 25, 1:43 PM
                                            Reply
                                              • Palladium31
                                                $O Signed agreement to acquire another $503M. Cumulative YTD $1.741BN acquisitions. Higher dividend growth here we come.
                                                12/17/13
                                                Reply
                                                  • Palladium31
                                                    Just posted another instablog on $O and treasury yields. Best of luck to everyone.
                                                    11/29/13
                                                    Reply
                                                      • Palladium31
                                                        Just posted an instablog with my thoughts on $O and interest rates. Best of luck to everyone.
                                                        11/24/13
                                                        Reply