reminiscencesofastockblogger.com
Week 177: Perspective | Reminiscences of a Stockblogger
https://reminiscencesofastockblogger.com/2014/11/30/week-177-perspective
Reminiscences of a Stockblogger. By Lsigurd on November 30, 2014. Five weeks ago I wrote that I was walking away for a while. And so I did that. It didn’t last as long as I had anticipated. For those who have followed this blog over the past few years, you will remember that in December of last year I made a very large bet on New Residential. The stock had gotten hit down to below $6 at the time. I thought this was rather ridiculous and so I bought the stock. I bought a lot of the stock. ...In a narrow s...
reminiscencesofastockblogger.com
ADF Group (DRX) | Reminiscences of a Stockblogger
https://reminiscencesofastockblogger.com/category/adf-group-drx
Reminiscences of a Stockblogger. Posts from the ‘ADF Group (DRX)’ Category. Week 135: Retail Changes. See the end of the post for the current make up of my portfolio and the last four weeks of trades. The first of my Venture ventures: ADF Group. Follow Blog via Email. Enter your email address to follow this blog and receive notifications of new posts by email. Follow me on Twitter. Alon Energy Partners (ALDW). American Axle and Manufacturing (AXL). Arkansas Best Corp (ABFS). Bank of America (BAC). Gramer...
reminiscencesofastockblogger.com
Adcare (ADK) | Reminiscences of a Stockblogger
https://reminiscencesofastockblogger.com/category/adcare-adk
Reminiscences of a Stockblogger. Posts from the ‘Adcare (ADK)’ Category. Week 181 Doing ok but not loving this market. See the end of the post for the current make up of my portfolio and the last twelve weeks of trades (its been a while since I did a full update). Follow Blog via Email. Enter your email address to follow this blog and receive notifications of new posts by email. Follow me on Twitter. Alon Energy Partners (ALDW). American Axle and Manufacturing (AXL). Arkansas Best Corp (ABFS). Home Loan ...
reminiscencesofastockblogger.com
Week 189: Playing the oil trade from all angles | Reminiscences of a Stockblogger
https://reminiscencesofastockblogger.com/2015/02/16/week-189-playing-the-oil-trade-from-all-angles
Reminiscences of a Stockblogger. Week 189: Playing the oil trade from all angles. By Lsigurd on February 16, 2015. See the end of the post for the current make up of my portfolio and the last four weeks of trades. One of the themes over the last few months has been a shift in methodology towards taking what I can get. Less have I been holding out for the big gain, and more have I been booking 10-20% gains when they materialize. Sticking with the Airlines for now. Getting back to Hawaiian, using the compa...
secondhandstocks.com
TLV:BEZQ – Forrest Wilson
https://secondhandstocks.com/tag/tlvbezq
Great Reads for Tech, Finance, and Wantrepreneurs. Investing Basics for High Earning Millenials. Shuttering the Shop – A Brief Recap. Super-Sizing Skyworks (NASDAQ:SWKS), Selling IBM. After a 26% Gain in 3 Months – Stepping to the Side on Angie’s List. Above Average Odds Investing. Under The Rock Stocks. Long Term Value Blog. Reminiscences of a Stockblogger. May 25, 2014. May 26, 2014. I am adding a position in Verizon Wireless (NYSE:VZ). By altering its capital structure, Verizon takes on more debt at h...
insuranceinvestor.wordpress.com
Buffett’s Buyback Math – why 120% of book value is the magic number for Berkshire | insurance investor
https://insuranceinvestor.wordpress.com/2014/08/11/buffetts-buyback-math-why-120-of-book-value-is-the-magic-number-for-berkshire
A value investing blog. Buffett’s Buyback Math why 120% of book value is the magic number for Berkshire. August 11, 2014. In 2012 Warren Buffett indicated he would buyback Berkshire Hathaway (BRK.A) stock up to 120% of its book value, but have you wondered why 120% is the right yardstick and not 110% or 130%? There have been a few posts explaining why 120% might sound reasonable premised on assumptions around estimated book growth and future multiples, however these arguments are unconvincing in my view.
reminiscencesofastockblogger.com
Reminiscences of a Stockblogger
https://reminiscencesofastockblogger.com/page/2
Reminiscences of a Stockblogger. Week 223: Playing the Volatility. See the end of the post for the current make up of my portfolio and the last four weeks of trades. Monthly Review and Thoughts. I was on vacation for three of the past four weeks, so my portfolio changes have beeen minimal. It was nice time away but the timing was unfortunate; the market swooned but bounced back before I got back. There were plenty of opportunities I missed out on. A Position in Mitel. Mitel develops and installs unified ...
cleanupcall.blogspot.com
The Cleanup Call: July 2016
https://cleanupcall.blogspot.com/2016_07_01_archive.html
Saturday, July 16, 2016. Best Deal I'm Seeing Now Is a Macro Trade: SPY Put Combos. Looking at this post from a couple weeks ago, I seemed to be making the assumption that low VIX = low option prices. That is a naive view. I have learned a little more since this post and I will try to share here. 2) Ok, so volatility is cheap, but is it calls or puts? For that you can look at "skew". Barrons is a good source here. For a longer term view, you can look at the CBOE SKEW index. So my post below is incomplete...
reminiscencesofastockblogger.com
Week 173: Done for now | Reminiscences of a Stockblogger
https://reminiscencesofastockblogger.com/2014/10/24/week-173-done-for-now
Reminiscences of a Stockblogger. Week 173: Done for now. By Lsigurd on October 24, 2014. Two weeks ago I made the following tweets describing my latest and last investment decision:. I meant to get around to writing a post acknowledging the same sentiments but I never did until now. Since that time I have watched the market go down a lot and then come all the way back up. I haven’t done much of anything during the whole see-saw. Larr; Betting some more on BXE. October 24, 2014. October 24, 2014. I hope t...
reminiscencesofastockblogger.com
Alliance Healthcare (AIQ) | Reminiscences of a Stockblogger
https://reminiscencesofastockblogger.com/category/alliance-healthcare-aiq
Reminiscences of a Stockblogger. Posts from the ‘Alliance Healthcare (AIQ)’ Category. Week 227: No pain no gain. See the end of the post for the current make up of my portfolio and the last four weeks of trades. Monthly Review and Thoughts. The reality is that I very rarely do well without experiencing a lot of pain beforehand. Let’s look at a few examples to prove that point (I’m going off of memory here so allow me a little leeway in the exact figures):. A I get to know the story really well (as the na...
