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Monthly Archives: July 2011
Opened an HSBC Brazilian bank account with a 10% fixed rate & some more on USG
I just opened an HSBC bank account in Brazil. I will start with the equivalent of 50 thousand euros in Reais. Via the account you can take a fixed rate product called CDB (Certificado de deposito Bancario) which gives up … Continue reading
Posted in Companies
Tagged Banco Do Brasil, Banco Santander, Bradesco, Brazil, HSBC, United States Gypsum
14 Comments
Added 60 more USG @11.57
From this point onwards I am starting to accumulate a decent amount, 480 equivalent stocks, considering the options, at an average price of 11.89. I want a volume big enough to move the portfolio needle when the stock goes up. … Continue reading
Started adding USG calls
Bought my first USG sept strike 10 call @2.65 (equivalent to 100 stocks @12.65). I’ll keep on adding from this price level or below. Some of the reasons why I like USG are here. I paid 25 dollars of time … Continue reading
Questions and answers about USG
A fellow investor asked me about USG, look for the “>” sign for his comments/questions, here is my reply: Question > still breaking my brains on the best way to be positioned for a housing recovery….. you seem to be … Continue reading
Added 30 more USG @13.03
Now holding 220 stocks @12.65 average price. From my calculations once the housing recovery comes their earnings will imply a much higher share price. Meanwhile at the current level of housing starts USG is losing money. It could keep on … Continue reading
Cisco versus Apple, two valuation extremes, plus some other thoughts
This is my reply to the question “Apple results hit the market: Is Apple now a better buy than Cisco ?“, asked in this blog by patitagolf, a fellow investor friend of mine: Hi patitagolf ! It’s an interesting question. … Continue reading
Hedged 200 more Banco Stantander adr stocks
I repeated what I did recently to hedge again 200 stocks. By selling 200 stocks, having previously bought two in the money calls to replace them. The two calls were recently bought here and here. Just as I mentioned before … Continue reading
