or Connect
Styleforum › Forums › Culture › Business, Careers & Education › Talking stocks, trading, and investing in general
New Posts  All Forums:Forum Nav:

Talking stocks, trading, and investing in general - Page 714

post #10696 of 11202
Quote:
Originally Posted by MSchapiro View Post

No comment smile.gif.

Except I thought it was amusing that Bloomberg made a graph that said  "Valeant has a long way to go" then showed Q1+Q2 revenues equal to 48% of midpoint guidance. I have no idea what that was suppose to show. 

Smiley face? Obviously a bullish sign.

Going 3X levered on VRX and reverse mortgaging the house. Taking a loan out on my entire 401k, too!

icon_gu_b_slayer[1].gif

VRX finally gon take me from rags to riches!
post #10697 of 11202
Quote:
Originally Posted by Texasmade View Post

Turns out John Stumpf exercised about $61M options about a month before the scandal broke and immediately sold the shares for a gain of $26M. Certainly very bad optics.
Eh. I realize "bad optics" often has little relatinship to the facts, but I'd be very surprised if those weren't scheduled sales pursuant to a 10b5-1 plan.
post #10698 of 11202
I'm not a big momentum type trader but have to say I'm thinking of grabbing 10k worth of IBB tomorrow.
post #10699 of 11202
Yeah I've been eyeing XBI myself. If it dips below 60 im a buyer.

I'm also eyeing twitter. I think it will get bought eventually by some pe firm or Wall Street raider like carl icahn.
post #10700 of 11202
If NFLX can pop close to 10% I'm selling it off and putting a chunk of that money into IBB. If NFLX drops, well then I'll add in 30-50% depending on by how much. Last time it went from 99 to 84 and back past over 100 within a couple of months.

Still also waiting for DIS to get out of this rut, grumble grumble. I've got a buy order at 90.5 that hasn't quite clicked yet and my average cost is about 96 at this point so really hoping we can get it moving up to the high 90's and I can breathe a little.
post #10701 of 11202
Quote:
Originally Posted by Piobaire View Post

I'm not a big momentum type trader but have to say I'm thinking of grabbing 10k worth of IBB tomorrow.

my advice is buy in tranches. Momentum can keep going way beyond rational valuation bounds. 

 

Especially with the election and Hilary looking more likely to be our next president. 

 

I'm using VRX as my exclusive exposure to Healthcare.

 

I had excellent returns on PBR as my oil exposure. Sometimes the leverage can really whip momentum around. 

post #10702 of 11202
Quote:
Originally Posted by Master-Classter View Post

If NFLX can pop close to 10% I'm selling it off and putting a chunk of that money into IBB. If NFLX drops, well then I'll add in 30-50% depending on by how much. Last time it went from 99 to 84 and back past over 100 within a couple of months.

Still also waiting for DIS to get out of this rut, grumble grumble. I've got a buy order at 90.5 that hasn't quite clicked yet and my average cost is about 96 at this point so really hoping we can get it moving up to the high 90's and I can breathe a little.

I've been holding DIS since before cable cutting started

Until that revenue is replaced and a better story emerges, it's going to stay horizontal, my guess is another 1 yo 2 yrs
post #10703 of 11202
Just bought 350 shares of PIOB.
post #10704 of 11202
And 2 shares of LWYRDAD
post #10705 of 11202
Do you guys think the Repubs will maintain control of the House?
post #10706 of 11202

Activity of the day.

 

Moving big into mREITs again since book values have substantially increased but prices have decreased. 

 

Buying NLY under $10.20

 

Picking up BX around $24. Conservative simple multiple valuation of their fee revenue puts them at around $28. Third time doing this trade, have sold at $27 each time before. 

 

Buying TGP under $15. Cheap gas prices don't reduce volumes of shipping. While if the international to US spread stays low it may be a threat, I think there is a good chance of recovery and nat gas will be the main energy source of the future as coal is retired. Cash flow and contracts are strong and the company is using all its profits to self fund rather than rely on third parties. I like the conservative strategy. 

 

Buying CORR under $26.50. Clients haven't rejected their leases and the 10-12% yield is attractive. CORR earns signifigant additional cash flow it can use to pay down debt or buy additional assets. 

 

Buying COG around $22. A bit of a spec play depending on the oil price, but COG has one of the lowest cost basis for production and will survive either way. NY sucks for denying the Constitution Pipeline and I think the delay of the Atlantic Pipeline has created a good entry point opportunity. 

 

Buyting TEI under $10.80. Limited exposure to international debt adds diversity to my portfolio. 

post #10707 of 11202
NLY? Haven't hear that call sign in years.
post #10708 of 11202
Quote:
Originally Posted by idfnl View Post

NLY? Haven't hear that call sign in years.

Really? Been one of my better trades to date. Up 20%+ on my current holdings. Running at a 12% reasonably sustainable yield. 

post #10709 of 11202
Quote:
Originally Posted by MSchapiro View Post

Really? Been one of my better trades to date. Up 20%+ on my current holdings. Running at a 12% reasonably sustainable yield. 

I held it from around 08 thru '12, I did ok on it. I just forgot about it thinking it might be heading for the scrapheap. Glad you've done well, it never crossed my mind to revisit it.
post #10710 of 11202
MC must be pretty happy right about now.
New Posts  All Forums:Forum Nav:
  Return Home
  Back to Forum: Business, Careers & Education
Styleforum › Forums › Culture › Business, Careers & Education › Talking stocks, trading, and investing in general