Seeking Alpha

ipahophead

ipahophead
Send Message
View ipahophead's StockTalks BY TICKER:
  • ipahophead
    Looks like $ROST is up 4% today on good earnings news from $TJX. Ross reports Thursday. http://on.wsj.com/1rTT8QF
    Tue, 2:58 PM
    Reply
      • ipahophead
        Running In Circles Like A Cyclical Deere $DE http://seekingalpha.com/p/1vtat
        Aug 13, 6:23 PM
        Reply
          • ipahophead
            Largest $PMO discount off NAV (-11%) since 12/2013. The haters are hating & Fed watchers watchin. Added @ $11.40 taking share avg to $11.01
            Aug 5, 2:45 PM
            Reply (1)
            • ipahophead: My chart here for $PMO $MHF and $MUA along with the pullback I saw on Tuesday: http://bit.ly/V0Ytv9
              Aug 7, 11:47 AM
              • ipahophead
                $AFL pounded; bought more at 60.85. Attempting to write Feb 2015 $60 puts. Very long $AFL
                Jul 30, 11:15 AM
                Reply (1)
                • ipahophead: Took an hour to fill -- Feb 2015 $60 $AFL puts written at $3.20. 9.3% annualized over 205 days; 5.5% discount at purchase. Break even $57.57
                  Jul 30, 12:37 PM
                  • ipahophead
                    $RGR sales decreased 14%; earnings decreased 31%; $100M Stock Repurchase; declares 0.45 dividend; trend wrong way but stock down 9%? Yikes.
                    Jul 30, 10:31 AM
                    Reply (1)
                    • Energysystems: I think being only down 9% isn't bad,with numbers like that.
                      Jul 30, 10:37 AM
                      • ipahophead
                        My Mother Bought Tupperware And Now I Have, Too $TUP http://seekingalpha.com/p/1umox
                        Jul 29, 2:20 PM
                        Reply
                          • ipahophead
                            Not At All Fun Nor Games: Mattel (MAT) Swing And A Miss $MAT http://seekingalpha.com/p/1tx0h
                            Jul 17, 4:52 PM
                            Reply
                              • ipahophead
                                Continuing To Accumulate Ross Stores (ROST) $ROST http://seekingalpha.com/p/1tvyz
                                Jul 17, 9:45 AM
                                Reply
                                  • ipahophead
                                    This morning's drop in $GTU seems unusual; not tracking the price of gold? 3.1% discount to NAV Friday. http://bit.ly/orETEq
                                    Jul 14, 12:15 PM
                                    Reply
                                      • ipahophead
                                        Taking A Nibble At "Baby Berkshire" Markel $MKL, $BRK.A, $BRK.B http://seekingalpha.com/p/1supt
                                        Jun 27, 3:24 PM
                                        Reply
                                          • ipahophead
                                            Placed limit buy order on $ROST at $65.60; hoping it will drift down and execute. That is below today's low but it bounced here days ago
                                            Jun 27, 2:25 PM
                                            Reply
                                              • ipahophead
                                                General Mills (GIS) -- Did You Eat Your Wheaties Today? I Did $GIS http://seekingalpha.com/p/1spgx
                                                Jun 25, 11:18 AM
                                                Reply (3)
                                              • View all 3 replies
                                                • jumpnjoey77: Bought @$51.50 in premarket.
                                                  Jun 25, 12:06 PM
                                                • ipahophead: @jumpnjoey77: Nice -- you nailed $GIS day's low. My buy was at $51.80. I just want $GIS to go back to sleep now. :)
                                                  Jun 25, 2:07 PM
                                                  • ipahophead
                                                    The $CBI haters are strong. Final act for me: Wrote 10/18 $65 puts @ $4.40. Avg CB of held shares $70.44; puts now -8.8% and -16.1% below
                                                    Jun 24, 3:46 PM
                                                    Reply
                                                      • ipahophead
                                                        My final answer on $CBI for now: Just sold $70 10/18 puts @ $5.30 -- break-even is $64.73. If not assigned, 23.7% annualized over 116 days.
                                                        Jun 24, 10:32 AM
                                                        Reply (4)
                                                      • View all 4 replies
                                                        • wigit5: I misread his post, I don't sell puts above current price I'm in at 67.50 and 65, july/october respectively. Small position long as well
                                                          Jun 24, 12:44 PM
                                                        • wigit5: although my puts at 67.50 are now below current price but I sold them when it was 68$
                                                          Jun 24, 12:45 PM
                                                          • ipahophead
                                                            Layered second buy of $CBI in at 69.10. Avg cost basis now 70.44. Position full unless there is a drop to 65. Considering writing puts.
                                                            Jun 24, 9:49 AM
                                                            Reply (4)
                                                          • View all 4 replies
                                                            • ipahophead: IMO the truth re: accounting challenges will take weeks or months to clear up -- I'm in no hurry. I do wish mgmt would make stronger stmt
                                                              Jun 24, 10:34 AM
                                                            • Rckclmber: Second that! The Jul 75 Cs I bought are killing me! I keep seeing good news of new contracts...and it keeps declining.
                                                              Jun 24, 10:38 AM
                                                              • ipahophead
                                                                Big hate today for Medallion Financial $TAXI . No news I can find. The haters are really hatin' -- time to buy. In at $12.03 & soon $11.85.
                                                                Jun 16, 12:07 PM
                                                                Reply (5)
                                                              • View all 5 replies
                                                                • ipahophead: @1980XLS: Thx; I get the broader macro issues with $TAXI. Thoughts on if they caused panic today? Seems odd other than insider sell last wk
                                                                  Jun 16, 5:31 PM
                                                                • 1980XLS: Dunno about today specifically. If I find something, I'll let you know.
                                                                  Jun 16, 5:32 PM
                                                                  • ipahophead
                                                                    Bam. $MNR opens down 4%. Mr. Market not happy. No news I can find. Added to position with previously-standing buy order @ $8.69. Long $MNR
                                                                    May 22, 9:50 AM
                                                                    Reply (1)
                                                                    • ipahophead: Absolute craziness. $MNR closes slightly up and now $9.25. 6% swing in a day. A full year's interest on this bad boy.
                                                                      May 23, 9:57 AM
                                                                      • ipahophead
                                                                        $DXYN taking total pounding today. Mr. Market does not like the dilution of new 2.5M shares
                                                                        May 12, 2:55 PM
                                                                        Reply
                                                                          • ipahophead
                                                                            Quack. Very long $AFL. Hoping to add more with a limit order at $61.40
                                                                            Apr 24, 11:30 AM
                                                                            Reply (2)
                                                                            • obgyn: Why that price specifically?
                                                                              Apr 24, 11:50 AM
                                                                            • Energysystems: When interest rates normalize, $AFL will trade for $100-130 imo. Also long and Drip'in.
                                                                              Apr 24, 11:50 AM
                                                                              • ipahophead
                                                                                3% dump again today in $DFT. News? Now lower than all previous buys yet I'm already full; considering overweight. $DLR down in sympathy?
                                                                                Apr 1, 11:52 AM
                                                                                Reply