captainccs

The Economic Impact of the G20 Ending Oil Subsidies

Rentech (RTK) has certified aviation and diesel fuel and should start selling in commercial quantities in 2010 (next year) from its Illinois fertilizer plant. Other commercial Rentech plants should come online starting around 2012.

Disclosure: Long RTK

Why I Sell Put Options (Part I)

Both A & B go down 5, you lose 10
The put seller loses 8

On Jul 20 07:34 PM mtd wrote:

> How this can go wrong:
>
> Stock A and B are trading at $10. You buy both at market. Stock A
> loses $5 and Stock B gains $10.
>
> Your portfolio gains/losses
> Stock A ($5)
> Stock B $10
> P&L $5
>
> If you had done this with selling puts @ $9 (say for a $1). Since
> Stock B took off, you would have never purchased it. Stock B on the
> other had has dropped and you have been forced to pay $9 for it.
>
>
> Your portfolio:
> Stock A ($4)
> Put premium $1
> P&L ($3)

Buy and Hold Is Alive and Well

>>>Well I’m growing tired of it, and if it were up to me, I’d prohibit anyone else from making this point for the rest of 2009.

You would probably also abolish free speech and the rest of the Constitution. Oh well... If you are tired, take a nap!

If the market tanks by 50% then 50% of your stock market wealth has disappeared down a rat hole. It might or might not come back. If you had GBLX you faced bankruptcy. GBLX never bounced back. If you had Bear Stearns you got a $10 pittance from the US taxpayer courtesy of the NY Fed. What is so wrong about protecting yourself from these misadventures?

Just because you and Buffett like LTBH does not mean that this is the obligatory way to put your money in the market. Some people (not me) make money by doing the opposite, shorting!

3 Stocks to Put This Global Crisis in Perspective

Why worry about manufacturing? The new economy is still computers and Internet

Symbol Market CAP
MSFT..........181.02
GOOG..........127.75
AAPL..........116.67
CSCO..........107.33
ORCL...........95.03
AMZN...........33.68
BA.............32.07
EBAY...........22.57
DELL...........21.73
YHOO...........21.33
CAT............21.06
NUE............12.93