Message Font: Serif | Sans-Serif
 
UnThreaded | Threaded | Whole Thread (9) | Ignore Thread Prev Thread | Next Thread
Author: eurotrash01 Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 21992  
Subject: Investment Tip for Ned's Friends Date: 3/31/2011 4:35 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 2
Sold out of last slug of WRB today vs taking in BRK. So WRB shall therefore zoom while BRK will lag.

Send the funds to my PayPal address, as always.

ned
Print the post Back To Top
Author: eurotrash01 Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 21966 of 21992
Subject: Re: Investment Tip for Ned's Friends Date: 4/1/2011 3:55 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
Don't say I didn't warn you.

Short squeeze in WRB - of course.

Time to throw up all over myself.

et

Print the post Back To Top
Author: trepanne Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 21967 of 21992
Subject: Re: Investment Tip for Ned's Friends Date: 4/5/2011 9:26 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
Sold out of last slug of WRB today vs taking in BRK

euro, ni hao - you're just stumbling from nosebleed P/B to stratospheric here, eh what? although i can understand the temptation, what with BRK price retreating all the way back to march 2011 levels...

ahhh, i got nothing here. bunch of nanocap workouts that wouldn't interest you, and next to nothing in the pipeline.

got any good recipes?

Print the post Back To Top
Author: eurotrash01 Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 21968 of 21992
Subject: Re: Investment Tip for Ned's Friends Date: 4/7/2011 3:38 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
hi trp-

glad you still know where to look for value-added trading signals.

you know, my cooking of late has been weak. plenty of thai and indian in the mix, and with a son off at college and a daughter who doesn't eat red meat, we've tended toward the boring & fast. making good use of silicone steamers and hot sauces.

yeah, i'm over-berkshired at the moment knowing that there won't be any positive catalysts for a while. long bdx, emr, intc, msft, jnj, mkl, hrs, dhr (sold april $52.50 calls against), pg, tgt and a few more conversation killers. mostly bond proxies.

brk pos to pi. it'll hit $150k when MIT wins the NCAA men's b-ball final, though not before.

et

Print the post Back To Top
Author: trepanne Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 21969 of 21992
Subject: Re: Investment Tip for Ned's Friends Date: 4/8/2011 8:42 AM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 5
a daughter who doesn't eat red meat

those ones don't survive to maturity in our household. our 4-year-old clamors for tendon, tripe, and sashimi; the 1-year-old has started eating boudin blanc for baby food (he ate a whole link of it for dinner tonight).

we get a lot of mileage out of shrimp boils these days. you need the big suckers, like 10 or 15 to the pound. take the peels & heads for stock (or else cheat & use bottled clam juice instead); season the flesh & set aside. add tablespoon or two of oil or chicken schmaltz to a dutch oven; slice smoked andouille into knuckle lengths & brown over high heat. remove browned andouille; reduce heat to medium; brown thick onion slices & whole peeled garlic. dump in canned tomatoes & shrimp stock; dilute with a little water. tie up a bundle of thyme, a good strong bay leaf, and a whole dried cayenne; toss into the pot. grind in black pepper; add maybe a tablespoon of your favorite spice mix (paul prudhomme; tony chachere; old bay) and bring to boil. reduce heat to medium-low. boil new potatoes for ~10min, then add sliced corn on the cob and whole okra and boil for ~5 min. add the andouille back in with a link of boudin, if you got it. nestle the shrimp down in; boil shrimp 3min, covered; flip & boil on other side 3min; remove shrimp to clean bowl. i tend to adjust the seasoning with thai fish sauce. serve with tongs or chopsticks.

long bdx, emr, intc, msft, jnj, mkl, hrs, dhr (sold april $52.50 calls against), pg, tgt and a few more conversation killers. mostly bond proxies.

seems like a good strategy in the current market; i'm steering some of my relatives that way myself - many of the same names, even.

i've been hiding more in market-neutral workouts - like, yesterday i was most of the volume on NEGI. this operation probably marked the spade hitting the bottom of the barrel:

http://goo.gl/Shijv

as i said, nothing of interest. and lamely flapping your wrists & talking about doing 15-20% uncorrelated doesn't fly so hot when beta is the place to be... i'm reduced to praying volubly for a market meltdown, which of course just drives it higher.

and not much in the pipeline once my current crop comes in. looks like 2H2011 is going to involve a lot of sitting in cash. either that or trying to work up some song & dance about generating alpha in JNJ, MSFT, et al.

brk pos to pi. it'll hit $150k when MIT wins the NCAA men's b-ball final, though not before

MIT has a basketball team??

i dunno, i'm kind of not feeling the sokolgate trade because of the low % decline in the stock. maybe paired with short SPDR to pinpoint the relative performance, but that's a lot of capital to tie up, and i can't really go on margin.

maybe a different way to skin the cat would be to look at calls (esp LEAPS) on BRK or other boring stocks that have flatlined forever in a bull market.

god it's depressing that i'm even thinking about this.

Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Print the post Back To Top
Author: eurotrash01 Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 21970 of 21992
Subject: Re: Investment Tip for Ned's Friends Date: 4/8/2011 9:49 AM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
gotta love food porn.

Print the post Back To Top
Author: eurotrash01 Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 21971 of 21992
Subject: Re: Investment Tip for Ned's Friends Date: 4/8/2011 10:06 AM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 1

MIT has a basketball team??


Yeah. I think they beat Amherst last week 13-11 on a buzzer-beater 3-point shot from half court. They're pretty good at figuring long range projectile trajectories but have trouble taking it to the rack and sticking it. Even over 5'7" guys from Des Moines.

t

Print the post Back To Top
Author: herfindolls Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 21972 of 21992
Subject: Re: Investment Tip for Ned's Friends Date: 4/11/2011 10:18 AM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 2
In other news, the good people of Singapore Telecom seem to have accepted the premise that Lvlt stock will go up.

Print the post Back To Top
Author: eurotrash01 Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 21975 of 21992
Subject: Re: Investment Tip for Ned's Friends Date: 4/19/2011 10:50 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
Put out some JNJ this AM after earnings, and some INTC after it reported in the after-hours.

So just be sure not to short these pups at the open. They're destined to pop a bit more.

Ned

Print the post Back To Top
UnThreaded | Threaded | Whole Thread (9) | Ignore Thread Prev Thread | Next Thread
Advertisement