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happyshorter

happyshorter
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  • Get Paid While You Sleep: REITs That Pay Monthly [View article]
    I agree. I am Canadian, and I am loaded full with Canadian Income trusts, mostly my 2 tax free accounts.
    There are Income Funds in almost all sectors, so if you don't like REITS there is lots of others.
    And my feeling (when I watch the USD/CAD relation) is that lots of Americans are in too.
    Sep 19 01:34 AM | 1 Like Like |Link to Comment
  • Samsung Mass Produces 20-Nano Mobile DRAM - Should Micron Be Worried? [View article]
    Could this news reported by Reuters hurt Micron? I think it could.
    http://reut.rs/1wunzzX

    " Apple doesn't disclose which companies make the components that go into its smartphones. It also imposes strict rules forbidding its suppliers from discussing Apple-related business with investors and the media."
    But others can and iFixit did:
    ...
    "The iPhone 6 Plus opened by iFixit also included a NAND flash memory chip, used for storing music and photos, made by SK Hynix (000660.KS). Apple in the past has depended on multiple companies to supply its memory chips."
    ...
    iFixit mentions many suppliers, but not Micron or Elpida
    Sep 19 01:20 AM | Likes Like |Link to Comment
  • Alibaba: An Opportunity Or The Opportunity [View article]
    I guess this will be an interesting day to watch.
    I am not yet sure I will buy on the opening day. What makes me hesitate is that:
    1. The pre-IPO shareholders are allowed to sell right on the first day, which is somewhat unusual.
    2. The extra fast traders will probably make a lot of money, at the small investors cost.

    And I agree, but cautiously, with the author when he writes: "The sell-off in other stocks and the focus on Alibaba may make other stocks great buying opportunities".
    Because if I was to sell something to make room for Alibaba, I guess I would not sell the best of my stocks.
    Sep 19 01:10 AM | 1 Like Like |Link to Comment
  • Berkshire Hathaway: The Buy For When You Get An Itchy Trigger Finger [View article]
    Not that I was sitting on too much money, but I was so sick and tired of always reading "Invest like Buffet", or all similar titles, that I decided to put over 1/3 of my portfolio in BRK.B.
    There I am sure that I invest like Buffet.
    And I am happy with this.
    I still have room for some VXX, and grab some other stocks when I think that they could grow faster short term (this is always more difficult to find), and I am happy like this.
    Sep 16 02:39 AM | 5 Likes Like |Link to Comment
  • GLD - Here We Sit Brokenhearted... [View article]
    I you compare your investments to your previous lovers, I guess you have a HUGE problem, that you should keep private and not expose publicly.
    Sep 15 09:09 PM | Likes Like |Link to Comment
  • GLD - Here We Sit Brokenhearted... [View article]
    I could agree with you if I was not so offended by the gender that you give to gold (and silver)
    This shows well what kind of person you are.
    Could you rephrase your comment? Gold and silver are males.
    Sep 10 05:08 PM | Likes Like |Link to Comment
  • GLD - Here We Sit Brokenhearted... [View article]
    But they DO hedge!
    Sep 9 03:01 AM | Likes Like |Link to Comment
  • Q&A: Kinross Gold Corp. Trouble? Or Could It Double? [View article]
    There were days when gold strongly rallied up, and while other gold stocks were skyrocketing, KGC was only timidly moving up.
    Days when gold moved slightly up, and KGC went down.
    But on down days of Gold, K really drops.
    Insiders are selling again.
    http://bit.ly/1tdVwCy

    K (the Canadian ticker) was for a long time one of the highest short positions of the HXD ETF
    http://bit.ly/1tdVxqf

    together with the then Research in Motion.

    Now it is way down (amongst the gold stocks), behind GOLDCORP, Barrick Gold, Agnico Eagle, and just behind Blackberry, with only 0.3% of the short portfolio.

    This means that the stock is not considered as an important player.

    I don't know if it is very risky long position, but it is not a very risky short (which is my position), sanctions or not.
    But if anyone want to make money on a gold miner, there are plenty of better ones.
    Sep 6 02:14 PM | 1 Like Like |Link to Comment
  • Berkshire Hathaway Expands In Asia: New Frontier Offers Further Growth For Shareholders [View article]
    How can you refer to Motley.
    Motley's articles have only one goal: try to convince you to buy their own (expensive) newsletters.
    If they hired someone from AIG, maybe that exactly because they want to know the Chinese markets better: China is difficult for everyone, and it takes years to get in.
    Even if AIG is strong, there is room for others, like in any industry.
    Aug 23 09:39 AM | 1 Like Like |Link to Comment
  • Ford: The Best Bet Among American Auto Manufacturers [View article]
    Nothing to do with F, but I think the long/short trading is the best way. (Sure like in every investing, things can go wrong).
    I do it mostly for gold, that is so unpredictable.
    Long on an income trust that gives a huge dividend every month, and short on 2 or 3 different gold miners.
    Since a few months this has been a good combination.

    But back to F, I would rather try the other way around: I'd be long F and short GM.
    Jul 25 04:56 PM | Likes Like |Link to Comment
  • Micron's Toxic Converts: The Beginning Of The End? [View article]
    Thank you very much for explaining clearly what is not always easy to read in the statements.
    Jul 24 11:12 PM | Likes Like |Link to Comment
  • Why We Favor Owning Gold In Euro Terms [View article]
    I also ask my-self questions on this kind of article.

    This might be of interest for huge investors, like banks and similar.

    But for most of SA readers. this seems very complicated, and kind of speculative.


    Buy Euros? Find out where you can use then to buy gold? Solid gold?

    My position on Gold? I am long a Canadian Income trust (Gold and precious metals) that gives a HUGE dividend each month, and short two miners that, I think will take, the biggest hit when Gold goes down.
    As simple as that.
    This has served me well in the past months.
    Jul 18 04:35 PM | Likes Like |Link to Comment
  • Alcoa Kicks Off Earnings Once Again, Here's What To Expect [View article]
    Thank you for your reply.
    I agree 100% that for BBRY, all was about John Chen, and this is why I got long as soon as he became CEO.

    (unfortunately, I sold too really, on the result day, forgetting that the next day the analysts would jump in, but jumped back in a few days after.)

    But still I might get out before the next earning: people now anticipate huge jumps after BBRY earnings, and it might turn out like last Micron results: they were already priced in before.
    Jul 1 09:55 PM | 1 Like Like |Link to Comment
  • Alcoa Kicks Off Earnings Once Again, Here's What To Expect [View article]
    Any way, apart last 2 quarters from Blackberry (but not next time), I always try to be out when results come out.
    The market reaction is always very strange.
    I'll give the market at least 2 to 3 days to think it over before I do any move.

    I sometimes miss fantastic reactions, but I have my say that stocks that you do not own never hurt you.
    And this time for Alcoa, the question will not only be the results, but the expected results after the acquisition of Firth Rixson.
    So guidance will be exceptionally important this time.
    Jul 1 04:44 PM | 1 Like Like |Link to Comment
  • Still Going Long And Strong With Micron Technology [View article]
    The problem is that the stock is so heavily shorted, that if an gentle analyst had the idea to upgrade the stock, there would be a very painful short squeeze.

    Although my nick is happyshorter, and even if I still short here and then, I turned mostly into a short squeeze hunter.
    I just bought CALL 2 days ago, I was watching that stock for many days.
    It paid out nicely.
    Jun 26 04:58 PM | Likes Like |Link to Comment
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