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Stez

Stez
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  • Testy Tuesday: S&P 1,284 Would Be A Good Start [View article]
    The Spanish finance minister has come out and said that they do not have the money to refinance the banks.

    They are now getting ready for the bailout. Only reason they did not say so before was probably they had not secured terms behind the scenes.

    What those terms are we will see.
    Jun 5, 2012. 10:51 AM | Likes Like |Link to Comment
  • DuPont's 30% Upside Tops Solutia [View article]
    fun fun this makes up more than 200 + negative comments that you have written about DuPont.

    Obviously it may at certain times be a poor investment but to have every comment of yours based in a negative way suggests a lack of
    impartiality and a man who is grinding an axe.

    Their may be real problems as we all know and you to be fair have highlighted.

    But when all comments are negative it gives your analysis a shrill and warped tone. Maybe you should widen your analysis to other companies as it makes you appear that you are conducting some negative PR for the company.
    Feb 3, 2012. 05:57 AM | Likes Like |Link to Comment
  • Playing Silver: Bull Or Bear With Options On iShares Silver Trust [View article]
    hi reel

    Thanks so much. Great article.

    I tend to use the vanilla option strategies not because they are so much better. They are just better for my small brain.

    Thanks for the advice it is much appreciated.
    Dec 5, 2011. 10:45 AM | Likes Like |Link to Comment
  • Playing Silver: Bull Or Bear With Options On iShares Silver Trust [View article]
    Are you using any specific software to generate your strategies.
    That allows you to see your profit and loss on them quickly or are you doing it the old fashioned way.
    Dec 5, 2011. 07:58 AM | Likes Like |Link to Comment
  • Trading ProShares Ultra Short S&P 500 ETF As A Proxy For Playing This Market [View article]
    The other reason to sell it is the time decay that lowers the return on the SDS inverse etf.

    Because they are options over a daily period there is slippage. Often the best results are allow that erosion to do it's work on these etfs.
    Nov 29, 2011. 05:31 PM | Likes Like |Link to Comment
  • Mitcham Industries - Mr. Market Enough Is Enough [View article]
    Nice article.

    There are dangers if we see a substantial retreat in the oil price.
    Then there is China and Europe. This problem present though in every stock.

    However with a PB at 1.2 low P/S under 2 this stock really is one worth considering for the long haul.

    If you are in buy and hold mode I agree. But as always not an amount that leaves you lying awake at night.
    Nov 3, 2011. 01:04 PM | Likes Like |Link to Comment
  • Beware Commodities Crash In The Event Of An European Banking Crisis [View article]
    If there is a rapid Euro banking crisis, which is looking more than a certainty. There are excellent articles here showing the leverage the banks have employed I agree there will be a crash on commodities.

    Shorting that group is correct.

    However one has to take into account the Political element. Certain Governments will have to dig deep because they fear the rapid mobilisation of the middle classes taking place.

    The veil is being removed from their eyes they are now seeing they are contributing to a system they and their kids can't benefit from.
    Being a good marxist, historically speaking, when the middle classes combine with the proletariat that is when the Revolution occurs.

    Politicians are getting very worried around the world with that possibility as they have looked at the Arab Spring, where economics was a small reason.

    Then watch the money flow really fly. No matter what they have to do they will provide a mechanism to prime the pump.

    They have to convince people the system works and will do anything no matter how irresponsible to prove it.

    Then we could get hyperinflation like we have never seen.

    When the Politicians get nervous everything is possible.
    Oct 18, 2011. 10:05 AM | 1 Like Like |Link to Comment
  • Fear Leveraged ETFs, Not Futures [View article]
    Someone mentioned on here that they are ideal vehicles for shorting due to the time decay. When you look at the returns there is definitely some merit to that statement.

    But like all things it is time sensitive and best when not going against the underlying trend.
    Oct 12, 2011. 02:21 PM | 1 Like Like |Link to Comment
  • 10 Buy And 3 Sell Ideas From Cramer's Lightning Round [View article]
    HAL looks interesting but do we know what they may have to pay up in compensation for the BP oil spill.

    As a long term buy it could be excellent but this could get very choppy even from this very low price.
    Sep 16, 2011. 08:52 AM | 1 Like Like |Link to Comment
  • Why Investors Should Believe in Cisco's Recovery [View article]
    Key fear is the contraction in margins that Cisco has been experiencing and is expected to continue having. They are having to move to lower margin products due to competition.

    They moved into other companies spaces and the other companies like HP have reacted by building services that enter CSCO's space.

    The valuation is compelling but this will be a very patient play.
    At PE 15 with around 9% RoA one does have to look at this company though very seriously.
    Jun 10, 2011. 11:48 AM | Likes Like |Link to Comment
  • Even Frontline Chairman Sees Shipping Industry 'Collapse' [View article]
    I bought my first small tranche of shares of TGH. With close to a 4% dividend I have looked at containers which are seeing 97% utilisation
    as a way to play the global trade.

    It could recede during this slowdown but I regard the tighter supply as another way to invest in this market.

    Shippers seem to have real problems with the cost of supply and demand. Also been some funny reported share structures in a few players like DRYS which hurts how other shippers are seen by the investment community.
    Jun 8, 2011. 01:35 PM | Likes Like |Link to Comment
  • Even Frontline Chairman Sees Shipping Industry 'Collapse' [View article]
    Nice to see you writing more articles after the lay-off.
    They are always thought provoking and interesting to read.
    Jun 8, 2011. 01:29 PM | Likes Like |Link to Comment
  • Self Correcting Market Poses Unique Situation [View article]
    I agree with the general sentiment have my long positions which I intend to keep, but bought some TWM just to hedge for the time being.

    There are alot of companies that are still favourably rated price wise specially in healthcare and energy. However Tech looks frothy so selling Nas may be favourable as a hedge as well.

    Apple earnings next week will really move the market. They should be good however we don't know how that will be read. May be the time of the fade.

    Cash on hand and the ability to define your risk parameters will be key over the next 6 weeks.
    Jan 14, 2011. 05:17 PM | 1 Like Like |Link to Comment
  • Five Reasons to Sell [View article]
    I think long dollar UUP options could be the order of the day.
    They seem competitively priced for 6 months out.

    It is our nature to be concerned of what is round the corner.
    But hedging or selling in certain areas seems the intelligent play.

    Many people seem frustrated that they have not had more out the market than they expected. That seems to be running the move performance anxieties.

    Stops could be tightened up.

    Read on minyanville that sentiment has not been recorded as extreme as this in terms of bullishness since 2000. That shocked me.

    A reversal day may be beneficial to use as a zone to place those short term shorts. If those Chinese rates are tightened quickly then we could have it upon us fast.

    Long term Oil seems to be poking its head on the horizon and natural gas could be the back end plays of 2011.
    Dec 10, 2010. 03:44 PM | 1 Like Like |Link to Comment
  • Bridgford Foods: A 10-Bagger in the Making [View article]
    well done mark on picking this one out literally ages ago.

    I think we were both amazed at Amazon price ratio's but you can't get them all right.

    Key was management delivery. What is your view on the IPSU
    management?
    Jun 22, 2010. 09:15 AM | Likes Like |Link to Comment
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145 Likes