Seeking Alpha

433963

433963
Send Message
View as an RSS Feed
View 433963's Comments BY TICKER:
Latest  |  Highest rated
  • Pairs Forum [View instapost]
    Long Gazprom/Lukoil, Short XOM
    Aug 12 10:44 PM | 1 Like Like |Link to Comment
  • Time To Get Rich With Greece [View article]
    Great article. I have a limit order to purchase GREK, but am looking at NBG.

    Thanks,
    Lance
    Aug 11 12:43 AM | 2 Likes Like |Link to Comment
  • The Bottom Is In For Treasuries [View article]
    "On Friday Russia sent a couple of messages to markets that it is ready to de-escalate the situation in Ukraine with a withdrawing of the troops on the border, and working on a negotiated settlement between Ukraine and the Separatists."

    Neville, does this mean that the issues in Ukraine are resovled? Ever hear of Rhineland, Austria, Sudetenland, Czechoslovakia or Poland?

    Thanks,
    Lance

    Disclosure: am long treasuries
    Aug 11 12:14 AM | Likes Like |Link to Comment
  • Russian Stocks: Enough Blood In The Streets? [View article]
    Russian stocks are interesting here. They will probably become more interesting as tensions rise. I've been buying LUKOY, OGZPY and SBRCY as they've headed lower and have sold puts on CTCM. I will sale puts on MBT and RSX if they near their 52 week lows and will likely buy both of them and ERUS at 52 week lows. I think all of them are cheap (but obviously for good reason).
    Aug 6 12:36 AM | 1 Like Like |Link to Comment
  • Lorillard Is A Bad Deal For Reynolds American Investors [View article]
    Great article and enjoyed the comments. Question - what happens if you sell LO puts at a strike price of say $65 that expire after LO is acquired by RAI?

    Thanks,
    Lance
    Jul 19 01:39 AM | Likes Like |Link to Comment
  • Bloomberg: Reynolds to announce Lorillard deal as soon as next week [View news story]
    Any predictions as to what RAI will pay for LO?

    Thanks,
    Lance
    Jul 12 01:50 AM | 2 Likes Like |Link to Comment
  • Netflix Has A Future: Here Are 4 Reasons Why [View article]
    Enjoyed the article and the comments. Goldman seems a little late with this call. Where were they when the price was $150 lower?

    I'm not sure why anyone would buy it here. I'd be more inclined to short it.

    Thanks,
    Lance
    Jul 1 11:29 PM | 2 Likes Like |Link to Comment
  • High-Yielding AT&T Is Making Me Anxious [View article]
    I'm long T and will hold as long as the dividend continues to increase (which admittedly it does not increase by much). More importantly for me, I view T as a trading vehicle. Whenever it approaches $32 I sell puts and when it approaches $37 I sell calls on a portion of my shares.

    It's not an exciting stock, but has worked well for me.

    Thanks,
    Lance
    Jun 29 11:28 PM | 3 Likes Like |Link to Comment
  • A Contrarian Oil Play Yielding 5.6% [View article]
    Jim Grant would: http://cnb.cx/1idzQRK
    Jun 24 10:33 PM | Likes Like |Link to Comment
  • Restoration Hardware: 4 Different Insiders Have Sold Shares During The Last 30 Days [View article]
    Hi Stan - I agree it's probably way early, but I expect the difference between the two to close over time. Pier 1 is up this morning (probably due in part to the Barron's piece over the weekend). The timing is hard on these things.

    Do you have any interesting pair trades your looking at?

    Thanks,
    Lance
    Jun 23 10:56 AM | Likes Like |Link to Comment
  • Restoration Hardware: 4 Different Insiders Have Sold Shares During The Last 30 Days [View article]
    I have quite a bit of RH's product in my house, but would not buy the stock. I will likely short it sometime next week (or may buy Jan 2016 puts). Might go long Pier 1 as a pair trade.

    Thanks,
    Lance
    Jun 22 01:09 AM | Likes Like |Link to Comment
  • Altria Hits A New 52-Week High: Buy, Sell, Or Hold? [View article]
    Buy MO, reinvest the dividends, write puts on it, but don't sell it or write calls on it (as it will eventually get called away and you will regret it).

    Thanks,
    Lance
    Jun 22 12:11 AM | 1 Like Like |Link to Comment
  • The Split That Makes Me Want More [View article]
    I would not sell CVX here. Not because I think it's undervalued, but rather as a hedge against inflation - i.e. rampant inflation would move oil prices up.

    Thanks,
    Lance
    Jun 22 12:00 AM | 1 Like Like |Link to Comment
  • How Should Investors Handle Iraq? [View article]
    Buy oil, TLT, IAU and puts on IWM.
    Jun 12 10:13 PM | Likes Like |Link to Comment
  • Muni Investors Should Watch Both Ends Of The Curve [View article]
    Matthew, I agree. I don't think rates will be going up for a long time. I would not be surprised if the 10 year sees 2% before 3%.

    Thanks,
    Lance
    Jun 11 11:30 PM | Likes Like |Link to Comment
COMMENTS STATS
43 Comments
29 Likes