Seeking Alpha

losbronces

losbronces
Send Message
View as an RSS Feed
View losbronces' Comments BY TICKER:
Latest  |  Highest rated
  • Is Petrobras Worth The Risk? [View article]
    If you are looking to go short or long via puts or calls, be aware that options currently have a lot of IV priced in due to the elections. That IV component of the option price will drop hard once the election results are known.
    Oct 24, 2014. 09:36 AM | Likes Like |Link to Comment
  • Is Petrobras Worth The Risk? [View article]
    Well, you did make me look at it. I'm just not seeing a low-risk play.
    Oct 23, 2014. 05:56 PM | Likes Like |Link to Comment
  • Is Petrobras Worth The Risk? [View article]
    It looks like a strangle needs a $3 move up or down to make money. Lots of IV priced into those options. And the IV drops hard on Monday. .

    I don't think we get a $3 drop if Dilma Rousseff wins, as I expect she will. It might even kick up a bit on a relief rally.

    The election is just not a super-strong binary event imo. I think a Rouseff victory is already being priced into PBR & other Brazilian stocks. I'll sit this one out.
    Oct 23, 2014. 04:51 PM | 1 Like Like |Link to Comment
  • Is Petrobras Worth The Risk? [View article]
    I think it would be worthwhile to listen to Jim Chanos before you put your money down on PBR. He points out some other issues like debt, future capital requirements to go along with the current low margins.
    Oct 22, 2014. 03:15 PM | 3 Likes Like |Link to Comment
  • Tesla: Why So Bearish? [View article]
    No worry about spies. After all Elon Musk is making the technology available to everyone at no charge.
    Oct 22, 2014. 09:57 AM | 2 Likes Like |Link to Comment
  • Lots of action in the RV sector [View news story]
    You would think lower fuel prices to go along with low interest rates would help those sales too.
    Oct 16, 2014. 10:35 AM | Likes Like |Link to Comment
  • BofA call: Assumption about higher rates not so sure anymore [View news story]
    Very true.
    Oct 16, 2014. 08:33 AM | Likes Like |Link to Comment
  • BofA call: Assumption about higher rates not so sure anymore [View news story]
    ZIRP will continue imo. There is not a way out right now.

    That doesn't mean more QE is on the way though.
    Oct 15, 2014. 10:30 AM | 1 Like Like |Link to Comment
  • Linn Energy exposed to deteriorating oil prices, analyst warns [View news story]
    Same thing happened last year. Shares were halved in 2013 too. And the timing was such that the cost to acquire BRY was increased. Yet somehow they survived with the share price cut in half.
    Oct 14, 2014. 09:11 AM | Likes Like |Link to Comment
  • CEFL October Monthly Dividend Will Be Sharply Lower, But Don't Be Alarmed [View article]
    Here is a link to the actual index components: http://bit.ly/1h1Yvce

    Its a mixed bag. There are foreign bonds in some of those CEFs, including emerging market debt. There is no free lunch. High yield entails higher risk. No way around that. If someone says they can get you high yield without risk; better hold on to your wallet.
    Oct 13, 2014. 04:08 PM | Likes Like |Link to Comment
  • Linn Energy exposed to deteriorating oil prices, analyst warns [View news story]
    Looks like an annual event. I was just wondering when it would happen.
    Oct 13, 2014. 03:35 PM | 5 Likes Like |Link to Comment
  • PBR And VALE, Set For Decline [View instapost]
    These latest polls doesn't seem to be getting much attention in the English-based media: http://mun.do/1o7BBrQ

    Basically, two different polling groups are showing a dead heat. And the PT is working hard to swing the vote their way. Those government employees will be working very hard to ensure that they don't end up with a new boss.

    I think Dilma Rousseff will be reelected in the end.
    Oct 13, 2014. 03:22 PM | Likes Like |Link to Comment
  • Vale +4.6% on iron ore rally [View news story]
    VALE may also be running into the ex-dividend date. Pays $0.4075 if you own it on 10/16.
    Oct 13, 2014. 09:40 AM | 1 Like Like |Link to Comment
  • CEFL October Monthly Dividend Will Be Sharply Lower, But Don't Be Alarmed [View article]
    It is odd to have such a high short interest in this ETN. Holding short means you have to cover that dividend.
    Oct 12, 2014. 07:29 PM | 1 Like Like |Link to Comment
  • Container Store CEO grumpy over guidance-related slide in shares [View news story]
    A threat to be less transparent from the CEO of a publicly traded company--not very professional imo. He may want to take a look at the rest of the market too.
    Oct 9, 2014. 03:28 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
740 Comments
1,195 Likes