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Mktneutralhedger

Mktneutralhedger
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  • PointState's Zach Schreiber Is Bullish On EOG Resources [View article]
    Strange: EOG has been underperforming oil quite substantially. Put selling @support levels it is quite interesting now: $80 + $2.20 October for example.
    May 21, 2015. 12:33 PM | Likes Like |Link to Comment
  • Stillwater Mining: Commentary On The First Quarter 2015 Results [View article]
    Any activist investor on the horizon? I guess the stock might jump in that case. They need to unlock value and if they are unable to do so some outsider is needed to "wake up" the board.
    May 21, 2015. 12:26 PM | Likes Like |Link to Comment
  • Independence Realty Trust ramps up [View news story]
    Since I am not sure which one is the best between RAS or IRT I still keep my Rait's bond (RFT).
    May 20, 2015. 01:35 PM | Likes Like |Link to Comment
  • More on RAIT Financial results [View news story]
    I think the company would do a big favour to bondholders (like me) and themselves if they slash the common dividend. RFT/RFTA are the less risky places to be.
    May 20, 2015. 01:31 PM | Likes Like |Link to Comment
  • Market Vectors Vietnam ETF: Vietnam Looks Like A Must Have For Your Portfolio [View article]
    PMI numbers up stock market down...who knows what's going on in this market!
    May 18, 2015. 03:58 PM | Likes Like |Link to Comment
  • Market Vectors Vietnam ETF: Vietnam Looks Like A Must Have For Your Portfolio [View article]
    Past performance doesn't guarantee future returns but it rings a bell....
    Apr 21, 2015. 01:54 PM | Likes Like |Link to Comment
  • California PUC chief against Comcast-TWC [View news story]
    TWC still trading @ a decent discount:cone of the rare long opportunities in this market. Considering that TWC is cheap/interesting per se so it would become immediately a prey for another strategic buyer if the merger with Comcast is not completed.
    Apr 13, 2015. 05:18 PM | Likes Like |Link to Comment
  • Cliffs Natural Resources Preferred: A 10% Return [View article]
    CLF 4.8% 2020 @46.60 yields 22%. Wonder how much could it be the recovery rate.
    Apr 13, 2015. 04:22 PM | Likes Like |Link to Comment
  • 4 More Reasons To Short Shake Shack [View article]
    You are completely right and that's why I am not shorting yet. Our opinions do not matter. They matter only when the trend starts liking them. New highs today by the way.
    Apr 13, 2015. 12:57 PM | 2 Likes Like |Link to Comment
  • Panera Bread: Is There Any Upside Potential? [View article]
    If we look at SHAK everything has lots of potential....just kidding I do share your view. It seems fully priced but in this market sky is the limit!
    Apr 9, 2015. 11:31 AM | Likes Like |Link to Comment
  • 4 More Reasons To Short Shake Shack [View article]
    This market is total madness. The Central Bankers put it on an upward path and now it is impossible to say when the bubble will burst. SHAK above $50 makes no sense...their market cap should be cut in half.
    Apr 9, 2015. 10:03 AM | 3 Likes Like |Link to Comment
  • Crude Oil: The Fundamental Bottom Is In [View article]
    Wondering if a long gasoline is a better trade than a long WTI....
    Apr 3, 2015. 05:41 PM | Likes Like |Link to Comment
  • Risk Arbitrage On The Time Warner Cable And Comcast Deal [View article]
    I am in, but I've changed my view. I like TWC per se at current prices. I think in any case the stock is worth north of $170.
    Apr 1, 2015. 06:14 PM | Likes Like |Link to Comment
  • Peabody Energy Earns Neutral Rating With The Coal Market Remaining Weak [View article]
    Financial muscle to survive? Their bond 6.5% due 2020 @59 is yielding 18.80% so the market seems to think otherwise.
    Apr 1, 2015. 11:06 AM | Likes Like |Link to Comment
  • Amaya Gaming Group: A Transformed Company With A Large And Sustainable Moat [View article]
    Waiting for support at CAD28.00 to step in. Extremely cheap if things go in a certain way. Possible double.
    Apr 1, 2015. 08:46 AM | 1 Like Like |Link to Comment
COMMENTS STATS
1,212 Comments
499 Likes