德州地主兄,

回答: curious about this moveplanotx2011-12-06 12:44:09

看到你的名字就覺著親切。我在你家附近那貓過幾年。受不了,跑了。不過那地方似乎是地主老財們的天堂。

回答你的問題。 我真的對TA一竅不通。對FA也沒有時間去做。我可是要養家糊口的。所以呢我就用巴菲特的方法:要決定買哪家汽水公司的股票就去垃圾桶撿一堆瓶蓋回家一數哪家的多就買那家的。過去幾周 all economical news are nothing but miserable and there are millions of pre-owned houses in the market and many more to come ("owned" by the banks now). Who in the hell can the home builders sell their new houeses to? What on earther can justify the recent "amazing" run of homebuilder stocks?

雖然我才被逼當上了地主,過去十多年我一有空就去看房子。我的 agent (老美,強力推薦!)very professional. 最近兩年,當我每次去看新的 model homes 時,鬼都沒有一個。 Sale office 的 blonde 看到我就想見到了毛爺爺,那個驚喜啊。。。我一般都把她們侃暈後就走。

Having said that, I only buy put when the stock is ramping up and the strike dates are usually at least 2-3 months away. Each order I limit to ~$2k and will get rid of it if I make 50% or more profit. That's what I mean by 到花街收(白菜)房租。So far, 每次都有租可收。

Your concern about too high short ratio. I think it is good thing. It means most of the people have negative view on it. I am not concerned about short squeeze because I am not shorting (so my loss is limited) and I am not DTing.

 

 

所有跟帖: 

Thank you for your explanation -planotx- 給 planotx 發送悄悄話 (79 bytes) () 12/06/2011 postreply 19:34:23

Follow up question: -planotx- 給 planotx 發送悄悄話 (9287 bytes) () 12/06/2011 postreply 21:17:43

回複:Follow up question: -392- 給 392 發送悄悄話 392 的博客首頁 (436 bytes) () 12/06/2011 postreply 21:44:08

TA is just a reference -planotx- 給 planotx 發送悄悄話 (200 bytes) () 12/06/2011 postreply 21:51:09

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