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losbronces

losbronces
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  • Is Petrobras Worth The Risk? [View article]
    Those do look like a better way to play a rebound.

    But we getting away from the subject of the article...
    Oct 27, 2014. 03:09 PM | Likes Like |Link to Comment
  • Is Petrobras Worth The Risk? [View article]
    Under $11 right now in PM.
    Oct 27, 2014. 09:12 AM | Likes Like |Link to Comment
  • India picks Israeli anti-tank missile over U.S. model [View news story]
    Joro: IMO, nobody at LMT will be happy about losing a $US500 million order. It is business news. As to whether this news is actionable or not, that is up to the individual investor to decide.
    Oct 26, 2014. 12:08 PM | 1 Like Like |Link to Comment
  • India picks Israeli anti-tank missile over U.S. model [View news story]
    The Javelin system worked just fine for a group of SOPs who stopped an entire armored column in Iraqi Kurdistan. Low recoil (soft start for about 10 yards) and you can set them to come straight down on the target (avoiding the heaviest armor) or at a low angle into the target. They are fire & forget and you don't need direct line of sight--a heat signature will do. Intense training not required either.

    Not so sure the Israeli product is superior. It might be more about the potential political issues as pointed out by others. Especially the issue about seeing actual delivery of the systems. It could even be about pricing.
    Oct 26, 2014. 12:03 PM | 6 Likes Like |Link to Comment
  • 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
COMMENTS STATS
759 Comments
1,213 Likes