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Monthly Archives: November 2011
Sold my Western Digital put and reduced positions
I sold last week the strike 20 2013 WDC put for 299. I had bought it a month or so earlier for 260, I just could not get comfy enough with the idea that for that put to make money … Continue reading
Keep on adding Wells Fargo
Last week I added 30 more Wells Fargo shares @23.34. I am now the proud owner of 630 shares, my second biggest position and close to 9% of my stocks portfolio (not considering cash and bonds). I like it because … Continue reading
Bought back my short VXX calls
I just bought back the December strike 52 and strike 57 calls that I shorted some days ago. They were shorted at close to 300 each and were worth 80 and 40 now. The possible additional gain is limited and … Continue reading
Jefferies Bonds & something about the nature of investment banking
I bought Jefferies bonds last week, specifically the JEFFERIES GROUP INC NEW Cusip 472319AD4 with a coupon of 5.875 and maturity 06/08/2014. I bought them on Tuesday (the 22nd Nov 2011) at 84.8 face value, yielding 13%, just the day … Continue reading
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Tagged Banksters, JEF, Jefferies, Leucadia, Salomon Brothers, Warren Buffett
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Politicians and banking excesses can ruin the world
Debt and real state problems are way bigger in the USA than in Europe. I’m surprised some people think they are the same. Europe, specially Germany is doing their homework quite well at this point, due to a fundamental ideological … Continue reading
Sold half of my VXX (volatility) hedges
I just sold 50% of my volatility hedges, I specifically sold two of the strike 35 December 2011 VXX calls that I bought in the first week of August. They definitely were worthwhile and did a good job to hedge … Continue reading
Reduced risk to United States Gypsum
I bought back the strike 12.5 put I had sold last year. That’s equivelent to reducing my possible loss by a bit over 10%. This was part of 4 puts I sold and bought back, the last one I bought … Continue reading
Warren Buffett buys a big stake in tech company IBM, what’s going on?
Warren Buffett has always been very misinterpreted with regards to his investment rules. People deduce that because he said he did not understand tech companies, or thought investment bankers were hi paid crooks or options were dangerous he would never … Continue reading
