Seeking Alpha
  • neobliviscar
    100% serious: Fund manager here looking for value picks. Only ones I see are $T & $YUM. Selling out of *everything* else. Too heavy in cash.
    1/17/13
    Reply (21)
    • Perkins Cove: Upgrades being seriously outnumbered by downgrades. Not much out there?
      1/17/13
    • Perkins Cove: Need a correction to get some action...?
      1/17/13
    • det9: $YUM not a buy for me yet. Watching. You are right. I have been selling my longs steadily. Not sure what to buy now.
      1/17/13
    • Dr. Kris: Not sure how you define "value", but here's some goodies w/current yields: $CPA 4%, $NCT 8.8%, $STAG 5.5%, $CSU.
      1/17/13
    • det9: Dr.Kris, does $NCT still have room to go higher?
      1/17/13
    • Dr. Kris: $NCT just broke $9 resistance, testing $10. All-time high of $33, P/E of 3. Not an expert on the company but luv the chart!
      1/17/13
    • neobliviscar: Thank you gals & guys. For the record, selling $YUM puts at $62.5 & $60. Looking at Dr.Kris' recs now. Today's run actually triggered some
      1/17/13
    • neobliviscar: sell & 'auto' shorts that our computer places when overbought hits uber-high. I don't like being short. Much rather be finding value picks.
      1/17/13
    • Perkins Cove: You sound like my wife...."I don't like shorting". Hey, just thought you would like to know you are in good company.......lol
      1/17/13
    • neobliviscar: Factoid: long ago once made markets in MSFT. Was short 1,000,000 shares of MSFT one day. Made small fortune, but still hate betting against.
      1/17/13
    • Perkins Cove: So, shorting goes against your grain? It seems to be that way with many. You must be human.......wink
      1/17/13
    • neobliviscar: Just know strengths. Calling bottoms w/ mix of exp., acct & fin theory. Not calling tops when money printing & human exuberance driving...
      1/17/13
    • Perkins Cove: hmmm, wise words. Thanks, I will remember that.
      1/17/13
    • neobliviscar: @Dr.Kris - put $CPA on radar 4pullbacks. Lukewarm on $STAG. $CSU- heck of a run, but not value pick. $NCT ----interesting. Watching. Had I
      1/17/13
    • neobliviscar: read that last qtrly report, the cash spike, & where the cash mostly came & went.I would have piled into the stock at $7-$8. Will read more
      1/17/13
    • KilgoreTrout: Looks like NCT is positively correlated with interest rates, not a bad attribute with rates forcasted to rise.
      1/17/13
    • Ocean Man: $T and $ACAS are the only things I would buy right here.
      1/17/13
    • neobliviscar: OM: Yes, really watching $T tomorrow. $ACAS is a fun one, where I picked up a lot of late 2013 options & may pick up more on any pullback.
      1/17/13
    • DAG1996: looks like we'll probably get a chance to buy T cheaper after next week's earnings ... http://reut.rs/13JCS9K
      1/17/13
    • det9: Thanks for the ideas and inputs everybody !!!
      1/18/13
    • SKS1586: T is good. Was thinking of buying Jan14 (70 Delta) 30call but then I saw 5.9% Dividend. Now thinking of Selling Jan14 50Puts. ?comments
      1/19/13