Seeking Alpha
  • neobliviscar
    So Thomas J. Lee basically says D. Kostin of GS is a 바보야 that is wrong by 15 to 20% : http://bit.ly/RzqlUe
    8/21/12
    Reply (7)
    • pollyserial: Does your cyclicals comment above suggest that you have flipped to the bull camp at this point?
      8/21/12
    • neobliviscar: No. Middle of the road. In theory, I think Kostin more right. In practice, think JPM (Lee) has been running show for years. The risk on has
      8/21/12
    • neobliviscar: been too extreme. Some of the cyclicals are slightly undervalued. Must chose carefully. ex. WM is considered a cyclical. Barrons did hatchet
      8/21/12
    • neobliviscar: job on them over weekend. Down while everything else is up. Not thrilled, but would buy at $34 and sell calls. Take dive and options premium
      8/21/12
    • neobliviscar: Basically, creating short term higher yield bonds.
      8/21/12
    • pollyserial: Good point that, about the calls.
      8/21/12
    • neobliviscar: Meant to say, "take Dividend and Calls premium" against risk of further decline. SA forces struggle with truncation due to character limits.
      8/21/12