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TRHanson

TRHanson
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  • Philip Morris: Intrinsic Value Of $106 Per Share And 27% Upside Potential (Plus A 4.5% Yield) [View article]
    Going with this, I wonder if selling a near the money bear call spead has any money in it. Right now you could sell a may 87.5/85 bear call spread for 48c giving max return of 23%. I think we're on the upswing right now though, so probably not a great time to do it.
    Apr 22 02:29 PM | Likes Like |Link to Comment
  • Why Johnson & Johnson Moved From 'Buy' To 'Hold' [View article]
    If you think that JNJ has gone a little too high and might stagnate, why don't you sell some calls against your position instead of giving it a haircut? That way if you're wrong, you still get some premium, and if you're right, you get the premium and can do it again.

    April 97.50 monthlies going for 1.14 for 1.17% if expire or 1.63% if called.
    May 97.50 monthies going for 1.75 for 1.8% at expire or 2.26% if called.
    Mar 26 04:23 PM | 2 Likes Like |Link to Comment
  • A Well-Synchronized Spin-Off From GE Capital [View article]
    Has it officially been decided that is how it is going to go down? Last I read, they were leaning that way, but nothing had officially been decided.
    Mar 24 12:14 PM | Likes Like |Link to Comment
  • How GE's TV Commercial Supports Its Stock Price [View article]
    While I will agree that GM was bailed out, in what way was GE bailed out? You must mean how GE capital took TARP funds. Oh wait, that never happened? You clearly must mean how GE capital borrowed money from Berkshire with preferred stock. Oh wait, Berkshire isn't run by the government and that was a private deal?

    I'm guessing you are actually referring to the FDIC's Temporary Liquidity Guarantee Program. This allowed GE to issue some new debt that was temporarily backed by the government. This program also helped Citi, JPM, Wells, BoA, and Goldman with the purpose of keeping corporate rates down. This cost the government no money (as GE didn't default) and, in fact, gained them $2.3 billion on the fees. Hardly a bail out.
    Mar 24 12:09 PM | 3 Likes Like |Link to Comment
  • How GE's TV Commercial Supports Its Stock Price [View article]
    "until it does a 1 for 4 reverse split"

    Seriously? How does a reverse split do anything other than reduce the share count? Who cares if there is 10 billion shares or 1 million shares? Everything is percentages and ratios anyway. So instead of posting 53c per share EPS, they would have posted $2.12 per share. Instead of getting 22c per share dividend, you'd get 88c.

    Splits/reversals do nothing in regards to valuation.
    Mar 24 12:01 PM | 1 Like Like |Link to Comment
  • Silver Wheaton beats by $0.01, misses on revenue [View news story]
    Just looked at some paperwork for them, it actually looks like they are not storing silver for future sale. Silver prices are just down that hard...
    Mar 21 11:09 AM | 1 Like Like |Link to Comment
  • Silver Wheaton beats by $0.01, misses on revenue [View news story]
    I've bought at $20 and sold at $28 a handful of times now. Back on the way up now.

    The fact that revenue was down implies that they sold a lot less silver, so either the demand is drying up (unlikely) or they are holding off with the assumption that silver prices are going to recover.
    Mar 21 09:50 AM | 1 Like Like |Link to Comment
  • Highlights from McDonald's presentation at a retail conference [View news story]
    Sold too soon. Left .25 on the table :-(
    Mar 13 02:28 PM | Likes Like |Link to Comment
  • Highlights from McDonald's presentation at a retail conference [View news story]
    Didn't quite get the snap back move that I was looking for, but since we were on the 2nd day, I took my small profit and dumped out.
    Mar 13 12:52 PM | Likes Like |Link to Comment
  • Highlights from McDonald's presentation at a retail conference [View news story]
    Me too. Let it ride 1 more day I think.
    Mar 12 06:10 PM | 1 Like Like |Link to Comment
  • Restaurants focus on breakfast crows [View news story]
    I thought it was supposed to be "focus on breakfast crowds"
    Mar 12 12:51 PM | Likes Like |Link to Comment
  • Restaurants focus on breakfast crows [View news story]
    They're like regular crows, but filled with scrambled eggs and bacon instead of beans and taco meat.
    Mar 12 09:54 AM | 2 Likes Like |Link to Comment
  • Highlights from McDonald's presentation at a retail conference [View news story]
    Bought a few 97.50 puts to see if we can't get a bit of a snap back tomorrow.
    Mar 11 11:21 AM | Likes Like |Link to Comment
  • Philip Morris - Not A Smart Investment Choice Anymore [View article]
    PM is all international, so they probably won't be doing anything with MJ for a while. If it gains legal status across the US, I could see MO buying up some of the infrastructure of the more established states and move into less established states, but I think that is a while off.

    Federally, marijuana is still illegal. Until that changes, I doubt any of the already lawsuit targeted tobaccos will even try to touch it.
    Mar 7 09:31 AM | 1 Like Like |Link to Comment
  • Retirement Strategy: Our New Portfolio Takes Flight [View article]
    I think you misunderstood what the target price means. That isn't the price RS expects the stock to reach, that is a buying price.
    Mar 3 02:40 PM | Likes Like |Link to Comment
COMMENTS STATS
151 Comments
151 Likes