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Mktneutralhedger

Mktneutralhedger
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  • Tracking Contango In The VIX Futures Market Is Essential To Effectively Using The VIX ETFs [View article]
    Good for you. Anyway if you take position in options there are greeks to understand.
    Mar 25, 2015. 11:58 AM | Likes Like |Link to Comment
  • Zoe's Kitchen: Cheap For A Reason [View article]
    In 3 months the stock and the overall market might be anywhere!
    Mar 23, 2015. 06:12 AM | 1 Like Like |Link to Comment
  • With Tiffany's Stock Already Tarnished, Could An Earnings Beat Restore Its Shine? [View article]
    All the market is way overvalued and this stock is no exception. Maybe in the $60s it might be reconsidered.
    Mar 20, 2015. 03:40 PM | Likes Like |Link to Comment
  • Zoe's Kitchen: Cheap For A Reason [View article]
    It doesn't look particularly cheap to me....
    Mar 20, 2015. 03:38 PM | Likes Like |Link to Comment
  • Market Vectors Vietnam ETF: Vietnam Looks Like A Must Have For Your Portfolio [View article]
    As I said before, active funds (closed-end or offshore) are the way to invest in Vietnam. Unless a powerful rally unfolds lifting all boats....
    Mar 18, 2015. 04:05 PM | Likes Like |Link to Comment
  • Ellington Financial: The Turnaround Has Started [View article]
    I think EFC is more expensive than peers because of the risk-adjusted long-term track record which has been the best of breed.
    In the past 5 years their average quarterly economic return divided by standard deviation of return has been 107%, compared with 98% for TWO, 90% for AGNC and 70% for MFA.
    EFC is also one of the few companies in the sector (with JMI, AI and AMTG) that actually benefits from an increase in short-term rates. I would start a position at current prices, ready to add later on.
    Mar 17, 2015. 02:02 PM | Likes Like |Link to Comment
  • Market Vectors Vietnam ETF: Vietnam Looks Like A Must Have For Your Portfolio [View article]
    Asia ex-Japan is an area out of fashion at the moment, like many EM.
    In the case of Vietnam, anyway, oil weakness is helping consumer confidence and the external positions of the country is improving.
    Since I see both the VN Index (Ho Chi Minh) and the Hanoi index holding well, I wonder if the recent drop of the ETF is due to the underlying index being not representative or what else: in fact only 70% of the Market Vectors Vietnam index is made by companies listed on local exchanges and it contains some major underperformers like Premier Oil (listed in London) and CP Foods (listed in Thailand).
    Mar 17, 2015. 12:52 PM | Likes Like |Link to Comment
  • Market Vectors Vietnam ETF: Vietnam Looks Like A Must Have For Your Portfolio [View article]
    Sure, it is. As I said there are active funds able to provide value.
    Mar 17, 2015. 06:58 AM | Likes Like |Link to Comment
  • Lower GLD Prices Will Cause Production Declines In The Immediate Future [View article]
    Gold miners are bottoming regardless the price of gold. That's a very bullish sign. My favourites still the same: RGLD and GOLD.
    Mar 12, 2015. 02:01 PM | Likes Like |Link to Comment
  • M&A chatter lifts Keurig and SodaStream [View news story]
    I think GMCR will be acquired.
    Mar 11, 2015. 05:37 PM | 1 Like Like |Link to Comment
  • I'm Adding Chesapeake Lodging To My Coverage Universe [View article]
    I agree with you 100%. Below $30 I'm in.
    Mar 9, 2015. 06:05 PM | Likes Like |Link to Comment
  • Boeing Is A Strong Buy: Value, Momentum, And Backlog Growth [View article]
    if it drops 20% I will consider it.
    Mar 3, 2015. 02:50 PM | Likes Like |Link to Comment
  • New Senior reports Q4 results [View news story]
    Is this a good investment?
    Feb 26, 2015. 05:30 PM | Likes Like |Link to Comment
  • It's Time To Get Long Volatility [View article]
    yes, now let's see if it can hold $26. I would be inclined to sell puts out of the money at around that level or with the Vix index @12. We have seen from mid-January a crazy move that needs to correct.
    Feb 24, 2015. 04:45 PM | Likes Like |Link to Comment
  • It's Time To Get Long Volatility [View article]
    Support broken. I think we are about to see a final washout. Ready to buy some but undecided...gold looks interesting and a more simple investment.
    Feb 24, 2015. 01:47 PM | Likes Like |Link to Comment
COMMENTS STATS
1,197 Comments
491 Likes