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happyshorter

happyshorter
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  • Strong dollar headwinds hit AmEx, suggest trouble for Mastercard and Visa [View news story]
    The opening to China markets is a nice opportunity, and a very bad news for AliPay.
    Will the move continue past today?
    Apr 22, 2015. 01:13 PM | Likes Like |Link to Comment
  • Commodities Today: Oil Mergers And Acquisitions Take Center Stage, Metals Mining News [View article]
    Can anyone explain why MUX went up 5% After Hours?
    The only news that I can read is:
    McEwen Mining (T.MUX) gold refinery in Mexico hit by $8.5 million armed robbery
    Read more at http://bit.ly/1Ocz0Wg
    Apr 9, 2015. 04:11 AM | Likes Like |Link to Comment
  • GLD Gains From Weak Labor Market [View article]
    "It's hard to deny a correlation"

    No to it not.

    Lots of things a correlated:

    Have look at this, it is really funny.

    http://bit.ly/1hTBB5x

    So when you read a lower than expected rise in employment, your first move is to go and buy gold?

    Most investors will think to buy stocks form companies that even the unemployed must buy from.
    There are plenty.
    Apr 9, 2015. 03:44 AM | Likes Like |Link to Comment
  • 2 Companies To Hold For The Next 25 Years [View article]
    1. I hate this kind of eye catching title: your are really scratching your head to find the way to get lots of clicks.

    2. 25 years!
    Why not be more modest, and see how batteries evolve in the next 2-3 years. All are looking to replace lithium, from the big jets constructors to the small phones producers, the electric cars.
    If not the next Nobel price, at least the big money will go to whoever finds "THE" battery, and it could well be nuclear.

    But on a smaller time scale, you have good arguments, although I cannot speak from a specialist standpoint.
    Apr 9, 2015. 03:36 AM | 2 Likes Like |Link to Comment
  • Micron: Q2 And The Road Ahead [View article]
    At then I did go long this morning on MU.
    I thought I had enough shorts to protect me.
    As soon as I saw the market was not crashing at all, and Micron was staying above $27, I set my price at $27.01 and did not move, and I got it!

    Tomorrow is another day, I held to my short.
    Apr 6, 2015. 07:24 PM | 2 Likes Like |Link to Comment
  • GLD Gains From Weak Labor Market [View article]
    When I read the title, I thought : This author must have convincing arguments!

    I won't deny that gold went up.

    But the arguments don't convince me as to a cause-effect relationship.
    One must be very careful with "correlations".
    Entering number in a spreadsheet is a little bit too easy.

    Is a weaker labor market also causing the increase in the price of oil?

    The dollar goes down, basic materials are beaten up, are helped by the weaker dollar, investor jump to beaten up sectors.

    It will last what it will last.
    Apr 6, 2015. 06:54 PM | Likes Like |Link to Comment
  • Micron: Q2 And The Road Ahead [View article]
    Yes my name should influence me to go short.
    But even if I do not buy, I wouldn't short, because the stock is and will be too heavily shorted: I'll wait for a good short squeeze ;-)

    But despite my name, do not think that I only short!

    For the moment I have enough open shorts to withstand what will happen on Monday.

    And, looking at what the reaction of the futures were after Fridays announcements, I will listen to you and stay away for a while.
    But it will stay on my radar, and it won't be too long that I will start accumulating small quantities, probably shorting another one at the same time.
    (I am not in the options game)
    Apr 4, 2015. 06:00 PM | Likes Like |Link to Comment
  • The Short Pain For Allana Potash Shareholders [View article]
    I agree with the Stockhouse board: this is the most inconfortable place to be in the whole world on investment forums.
    Apr 2, 2015. 07:13 PM | Likes Like |Link to Comment
  • Micron: Q2 And The Road Ahead [View article]
    Analyst Actions: Micron Technology Price Target Cut To $50 (down from $60) At Needham & Co., Reiterated Strong Buy

    With enemies like that, you don't need any friends...

    I personally think that in the first days or weeks (and the general state of the market doesn't help), investors never react well to new acquisitions.
    But I think that Inotera was a very good acquisition.

    A $50.00 target seems high to me, but I would be happy with a stock price of $30.00.

    Unless a catastrophe happens, I am getting long on this one next Monday, (with maybe a short on a "peer" to hedge.)
    Apr 2, 2015. 07:10 PM | Likes Like |Link to Comment
  • Bank Of America: Still Disappointing Shareholders, But For How Much Longer? [View article]
    Complaining about the President because a bank doesn't do well (the other ones aren't doing that great either) shows some kind of sourness.

    As s77nu and everyone who is not a blind Obama basher know that during his presidency, we had the longest bull market.
    Did you miss it?

    Does it mean that the economy is doing great? Well it has so improved, and would have done still better if Congress had not blocked all the President's projects.
    Economy and markets are almost never in phase: the markets start their uptrend at the deepest of the bad news, and the bear market starts when it fails to react positively to good news, and extremely bad to less good new.

    As for BAC, you say "it is not the management team!"
    I would say yes it is.

    My way of getting $$$ from it worked very well in the past weeks: short!
    Apr 2, 2015. 04:06 AM | 5 Likes Like |Link to Comment
  • Freeport-McMoRan: Be Bullish, Not Absurd [View article]
    Thank you for this reply.
    My opinion is that Alcoa and FXC are not "peers" at all.

    I have studied Alcoa a lot lately, and it is a very complex company, influenced by so many factors, that it is "peer" to none, not even other aluminum companies.
    Apr 1, 2015. 04:45 AM | 1 Like Like |Link to Comment
  • Bank Of America: Reasons To Be Bearish [View article]
    Please add me to the list of the negative commentators.
    I have read almost all article on SA, articles that tried to show the great investment (long term...) BAC was.
    None has convinced me to buy.
    I am still very happy with my short on BAC. Each time I buy a little more of the "all US banks ETF", I add a few shares to my BAC short, and I do well like this.
    Mar 31, 2015. 05:23 PM | 3 Likes Like |Link to Comment
  • Freeport-McMoRan: Be Bullish, Not Absurd [View article]
    "We grew up in an age that people could laugh at things that today you get fired over."
    I grew up (as a beautiful woman) working in a men's working territory, and I heard so many things that hurt me so deeply that even at an age where I should laugh, I still can't.
    I guess you would not dare make a similar comment where the man would be replaced by a no color person and the woman would be replaced by a colored person.

    How the world has changed indeed.
    BTW: I was really a beautiful women, and my husband was not exactly ugly but not far from it, and NOT rich. We lived happy until his death, when he and I had managed to build enough "wealth" so that I can keep an good living standard, and even play around in the markets.
    Mar 31, 2015. 05:18 PM | 4 Likes Like |Link to Comment
  • U.S. Oil Export Ban: Are There Reasons Not To Repeal? [View article]
    And maintaining the price of corn to feed the cars is pretty unfair for the humans who need corn for their living.
    Sure, the price of corn has gone down with the price of oil, but still, ethanol (the one made with corn), is unethical.
    Ethanol can be produced with lots of other products that would be wasted otherwise.
    Mar 31, 2015. 04:50 AM | Likes Like |Link to Comment
  • Freeport-McMoRan: Be Bullish, Not Absurd [View article]
    Thank you for this interesting article.
    I am short a small position on FXC, not because I think it such a bad company, but only as a hedge to another stock that pays very high dividends.

    Maybe you could be THE person to give me the answer to a question that I have asked many times (on SA and elsewhere).

    Why, when considering peers, do we always see Alcoa as a peer to FXC.
    What do they really have in common that we can use for comparison?

    Thanks!
    Mar 31, 2015. 04:44 AM | Likes Like |Link to Comment
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