Seeking Alpha
  • Mercy Jimenez
    Booking gains 2keep ave. high cash position; sold PFE, FLY, and TSM; still like all; plan 2buy back if/when @ $24+, $12+, $14+ respectively.
    10/8/12
    Reply (13)
    • The_Hammer: what? sold pfe for .30.40 cent differential?
      10/8/12
    • Mercy Jimenez: Just trading block Hammer -- I often have trading blocs around core long-term positions; I'm thinking meltdown opptys soon; your thoughts?
      10/8/12
    • The_Hammer: i have not tracked current market sentiment numbers?market maybe little stretched in need of correction? a few special situations. yahoo?
      10/8/12
    • Mercy Jimenez: Here R 2 links w/ charts sector rotation/risk sentiment I found interesting although I have more confidence in Michael Gayed than GS advice
      10/8/12
    • The_Hammer: sector technicals http://seekingalpha.com/a/jhxh
      10/8/12
    • Joseph P. Porter: A drop in PFE is possible, as the SEC is questioning them about their tax practices. Whether it will drop down to 24.00 I dunno.
      10/8/12
    • Mercy Jimenez: Thx Joseph saw that report over wknd; Hammer good article; agree w/author B4 "used stop-loss" but HFT/no uptick = danger; now work manually
      10/8/12
    • Joseph P. Porter: Yah, I lost AGNC and NLY to stop losses, and AGNC was not really intended. But, put the money elsewhere. I reserve stops for emergencies.
      10/8/12
    • Mathieu Malecot: i really like FLY management. look at them coming out of 2009, has there been a change since then?
      10/9/12
    • Mercy Jimenez: Agree Mathieu still same CEO (from Aer Lingus); several sources started trashing jet leasing sector so trimmed gains; def plan 2add back
      10/9/12
    • Mercy Jimenez: Should add Mathieu only thing I dislike about FLY= low volume liquidity; I watch closely 4bigger bid/ask spreads/swings during mkt meltdowns
      10/9/12
    • Mathieu Malecot: just stock talk any crazy action. nice divy, good management team that's already been tested = win
      10/9/12