Longterm Investing
A place to put my posts
博文
(2010-10-06 09:00:52)
Ithinkrisktoleranceinstockmeansdifferentthingtodifferentpeople,alotofpeopleconsideringriskaspriceup/down,formeitispermanentlossofcapital.Angoodexampleisdndn,aslongasDNDNstillhavemoneytofunditscancerdrugsresearch,itspricedownmeansnotmuchotherthanopplosttootherinvestmentsinceyourfundislockedinDNDN.Theriskliesonifitcangetfdaapprovalornot,notifitspriceisgoingupordown.Thereisanassumptionbuiltinhere:The...[閱讀全文]
(2010-09-24 11:39:24)
希望這等待的煎熬盡快結束。希望在這兩周中不再有前幾天那樣的暴跌來考驗我的意誌。
IamintheprocessofconvertingATPGsharesboughtonmargintoveryverydeepinthemoneyputs.Ibelievedeepinthemoneyputisthesameasholdingshares,thedifferenceisnocapitaloutlayatthebeginning,nomoremargininterest!Instead,Igetcashjustlikeinsurancecompanydo.IfIamsmartenough,Icaninvestthecashandmakesomereturnsonitbeforetheoptionexpires...[閱讀全文]
IamintheprocessofconvertingATPGsharesboughtonmargintoveryverydeepinthemoneyputs.Ibelievedeepinthemoneyputisthesameasholdingshares,thedifferenceisnocapitaloutlayatthebeginning,nomoremargininterest!Instead,Igetcashjustlikeinsurancecompanydo.IfIamsmartenough,Icaninvestthecashandmakesomereturnsonitbeforetheoptionexpires...[閱讀全文]
(2010-09-21 17:27:22)
20-23thisyear.IboughtIVRat22.7,minutesafterFEDmeetingisover.
IVRdeclaredadividendlastnight,divisraisedfrom0.74to1.IVRisanewcompanystartedat2008.WilburRossissaidtobeanadvisertothecompany.
SLRCisanotherattractivecompanywithinsiderbuysandSethKlarmanholdingabigposition,butthisquarter'sdividendisalreadygone,soIamwatchingcloselytoseeifIcangetachancetobuyonthedip.
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IVRdeclaredadividendlastnight,divisraisedfrom0.74to1.IVRisanewcompanystartedat2008.WilburRossissaidtobeanadvisertothecompany.
SLRCisanotherattractivecompanywithinsiderbuysandSethKlarmanholdingabigposition,butthisquarter'sdividendisalreadygone,soIamwatchingcloselytoseeifIcangetachancetobuyonthedip.
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(2010-09-19 00:20:08)
Goldwasusedasacurrencybeforeinhistory,butnowithaslostthatstatusinmoderneconomy.Itsnotsuitableascurrencyformoderneconomy.Goldbasedcurrencysystemleadstofrequentseverefinancialpanicthroughbankruns.Nowgold\'sperceivedvalueisbasedonblindfaithonitshistoricstatus.GoldwillbeOKaslongasenoughpeoplestillholdsthatbelief,therewillbeamarketamongthemselveseventhoughthereisnotanypracticalmeaning.Tojointhego...[閱讀全文]
(2010-09-16 16:16:09)
Originalpost:MyfifthmonthtosellputsonATPG
ForAtpg2010Oct$12put,Isoldtodayat1.05premium.Somybreakpointis10.95.ComeOct16,ifatpgisunder12,thenIwillhavetofindmoneytobuysharesat12,otherwise,Ipocketthepremiumwithouttheneedtodoanything.
Itisasimplestrategy,butsellingnakedputsisconsideredtheriskieststrategy,riskierthannakedcalls,sincestocksusuallydropmuchfasterthanclimbs.
Forme,Iamjusttrying...[閱讀全文]
ForAtpg2010Oct$12put,Isoldtodayat1.05premium.Somybreakpointis10.95.ComeOct16,ifatpgisunder12,thenIwillhavetofindmoneytobuysharesat12,otherwise,Ipocketthepremiumwithouttheneedtodoanything.
Itisasimplestrategy,butsellingnakedputsisconsideredtheriskieststrategy,riskierthannakedcalls,sincestocksusuallydropmuchfasterthanclimbs.
Forme,Iamjusttrying...[閱讀全文]
(2010-09-16 11:05:42)
TomorrowisoptionexpirationdayforSept.Lookslikemyputsonatpgat10,11willexpireworthlesslyagainforSept.Tocelebratethat,IjustsoldanotherputonatpgforOct,strikeprice12for$1.05premium.ThestrikepriceIpickisgoingupfrom8atthebeginningto9,10,and11asatpgslowlyclimbsuptheladder.Nowitsitson12.Ilovetheopportunitiesaftercrisis.[閱讀全文]
(2010-09-14 11:25:00)
ABK,MBI,AGO,looksprettygoodfromthisangle,aren'tthey?Thisisthesamereasonwhyabk,mbi,agocancommutebillionsoftheirinsurancecontracts,CDOs.ABKdidtotally$19billionlastQ(Q2),MBIdidatleast4.4billion.MBIincreasedits"recovery"estimationby200millioninlastquarterreport.
ABKissoaringnow!!!!!
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BofAMayOwe$20BillioninMortgageBuybacks,Insu...[閱讀全文]
ABKissoaringnow!!!!!
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BofAMayOwe$20BillioninMortgageBuybacks,Insu...[閱讀全文]
(2010-09-14 10:06:10)
inpeakoiltobeabletoinvestinoilandgascompany?Iamnowheavilyconcentratedonenergy,Ithinkaslongasoilisabove$60,itwillprobablybeok.IdonotthinkIneedoiltogoabove200likepeakoiltheorypredicts.Iambettingonseveralcatalysts,myworryonoilpriceisonwhatIshoulddoafterthecatalystscometrue,howmuchIwanttokeepinvestedinenergy.
IheardUSoilproductionincreased9%lastyear,therearebigoilfieldsincentralasia,cheapabundantN...[閱讀全文]
IheardUSoilproductionincreased9%lastyear,therearebigoilfieldsincentralasia,cheapabundantN...[閱讀全文]
(2010-09-13 17:18:56)
我現在就等著9/30收股利了，每股0.372，按我8/27$5.6的買價，26%的利率：
http://web.wenxuecity.com/BBSView.php?SubID=tzlc&MsgID=249834
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boughtsomeakftodayaround5.6about26%divrate
來源:longterminvestor於10-08-2711:22:19[檔案][博客][舊帖][轉至博客][給我悄悄話]
•金橋貸款20Yr4.5%([閱讀全文]
http://web.wenxuecity.com/BBSView.php?SubID=tzlc&MsgID=249834
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boughtsomeakftodayaround5.6about26%divrate
來源:longterminvestor於10-08-2711:22:19[檔案][博客][舊帖][轉至博客][給我悄悄話]
•金橋貸款20Yr4.5%([閱讀全文]
(2010-09-12 23:29:17)
excuse:HarrisburgTriestoSkirtaDefault,Iamholdingandhoping.
Myakfinvestmentacoupleofdaysagohasalreadyshownmeapaperreturnof16%.Thebigdividendwillbepaidattheendofmonth.Iamthinkingtosellakfafterex-divday,Imaygetbothshareappreciationanddividend,itisverycommoninabullmarket.Justlookatmyciminvestment.Lifeisgoodinabullmarket,isn\'tit?[閱讀全文]
Myakfinvestmentacoupleofdaysagohasalreadyshownmeapaperreturnof16%.Thebigdividendwillbepaidattheendofmonth.Iamthinkingtosellakfafterex-divday,Imaygetbothshareappreciationanddividend,itisverycommoninabullmarket.Justlookatmyciminvestment.Lifeisgoodinabullmarket,isn\'tit?[閱讀全文]
