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Ghosts of Kariela
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Portfolio in Order of Position SIze: 1. AIG-WT 2. AWLCF 3. AIG 4. GS 5. LUKOY 6. PDRX 7. BP 8. SPE Long Positions:BAC-WTA, FAIRX, FOCIX, AVGR.IL, KHOLY, NFSHF, MFBP Short Positions: STPFQ (Long Put) Potential Longs: BAC, Potential Shorts: HLF, Nikhil Kumar

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  • Buying $MFBP, Community banks are where the discount is at.
    Apr 30, 2014
  • Long Avangardco, not the ADR, but the UK listed AVGR.IL $AGVDY
    Apr 8, 2014
  • $OUTR in for the odd lot tender, if the dutch auction goes at high range it should be around 7% gain
    Mar 5, 2014
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