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Investment Analysis Clubs / Hohum's RollerCoaster Ride
|Subject: Re: Nov 2012 musing||Date: 11/15/2012 1:41 PM|
|Author: Hohum777||Number: 1258 of 1992|
A few ideas really bouncing around more than expected- NKA, PGP, FRO, GNI, KCG.
- Added to PGP position- purchased in the Trading ac.
- Add more TNK in Trading ac. Crunching back-of-envelope numbers for fleet, FMV of fleet
exceeds the debt. If I were TNK mgmt, I would be buying back shares in the market. Parent entity, TK,
could do also- it would be in their interests to do so.
- Closing out EXC in DRIP ac
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