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Remember a few weeks ago when I was in San Francisco on a Markewatch/WSJ investment panel? I met a couple of you dear subscribers there, but for the rest of you, here’s the first six minutes of what was an hour long program. Not sure if they’ll
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Instead of Microsoft common, I’ve ended up buying Microsoft call options, mostly with the $25 strike price, that will expire in January 2013. It always shocks me how cheap the premium for call options in Softee can be when the stock flatlines for a few months as it has
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A gentle rally to start the day in the broader stock markets and in the precious metals too. And our portfolio’s up gently this morning too. Let’s be gentle traders today, shall we? Meaning, let’s not force anything but let’s dig in and look for some
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I did not trade today, but we had a nice pop in the portfolio despite the (as expected) moves in Silver and Gold going against us today. Corning was up more than 3% itself and as that and Nuance are two of our largest positions, we made out pretty green
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Email from a subscriber: –First of all, CY, and now NUAN have many times over paid for my subscription, with every other trade above water, except RVBD. Could you post a brief response to the following question” If one has suggested to a friend to sign on, or has not
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Here’s my positions, in general order from largest notional position to smallest, though they all are about where I want them to be right now: Longs – Corning Cisco Nuance Celestica Cypress Riverbed Ciena Apple Microsoft DBA Visteon Google Nokia Adtran Shorts – GLD SLV LPS XLF LYV
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Silver and gold are both up today, silver up 4%, gold up 1%. We covered our common stock short position and still have nice gains on our puts. I am not doing anything with silver and gold today, but were silver to get back closer to $40 again, I’ll
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Nuance is the big mover on the sheets today, now up 7%. Rumors out there that Apple’s considering buying the company. I don’t believe the rumor, but I am not selling it either. Nuance is still too cheap.
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Greece, grease, grise grees, greze. You’re gonna hear a lot about Greece today. Here’s something I wrote on this very topic in Revolution Investing a few months ago, the last time people freaked out about Greece: http://www.marketwatch.com/story/europe-troubles-again-2010-11-30 Europe troubles. Did you hear about
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What a week! We had some losses to start the week off as our long streak of winning days ended, but our timely shorts in gold and silver along with some big moves in Cypress and some of our other longs bring us to the green for the week’s
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I was searching for some of my old “Sell real estate now!” posts from 2005-2007 and here’s a whopper of one. Notice how I finish up the article, which I wrote originally back in August of 2007: “I expect there to be more waves of mass repricing of assets,
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Remember how I told you guys a few times over the last few weeks while we were letting the portfolio stew a little bit and not doing many trades that we’d soon have some wild opportunities to do more. Does the 20% gain on our silver short in 2