I discussed the move higher overnight in gold and silver in this morning’s CotD post. The entire precious metals complex has been quite impressive to start 2014, especially the precious metals miners. Earlier this week, …
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One of our first investments for our investment portfolio was GG, which we bought for $21.19 back in early December (full post below). The crux of the thesis was that valuations in the precious metals …
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DVA is up more than 10% since we initiated this long position about a month ago. The stock is up 2% this morning alone, and nearing its 2013 highs, which were registered on May 10th …
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When we wrote our DaVita trade idea on Thursday (below), we specifically chose April expiry because we wanted to give the trade plenty of time to work out. In fact, we even considered simply buying …
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Here’s our next addition to our investment portfolio:
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This morning I had some thoughts ($AAPL and the Ol’ Wink Wink, Nod Nod) on last night’s WSJ.com fairly official report that “China Mobile has signed a long-awaited deal with Apple to offer iPhones on its network“. …
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One of the best investment blog posts that I’ve read in all of 2013 was a post by Brooklyn Investor a few weeks ago related to DaVita. Brooklyn is a well-versed value investor of the …
Continue readingTrade Update April 18th, 2013 at 3:30: This one is coming down to the wire, and in long premium options trading your PnL does not score any points for almost catching a last minute …
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I have been reminded on more than one occasion by my friends on CNBC and in the Twittersphere that my market call has basically been flat out wrong for nearly 2 months. We have done our best …
Continue readingTrade Update April 16th, 2013, 10:47 am: Since I initiated this short-biased trade on Yahoo a few weeks ago, the stock is up about 2%. Yahoo reports earnings after the close today, so I have …
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