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Monthly Archives: January 2012
GDP and its flaws
Robert Rodriguez and his funds are one of my favorite things to find ideas about investing. Here is what he mentioned about the GDP in one of the FPA Crescent funds quarterly commentaries (found on the quarter ended 12/31/2011): The … Continue reading
Bought 250 Tesco shares @311.75 pence
I bought 250 more Tesco shares but this time for my mother in law. I have been reading about the company and I do not see any fundamental problem, so I plan to keep on adding if it bounces a … Continue reading
Reduced USG and keep on building a collar
I sold some of my USG stocks because the housing recovery is taking longuer than what I thought at the moment I bought them, and the longuer it takes the higher the probability of bankruptcy. Since I think that the … Continue reading
Reducing my US dollars exposure
I sold some of my dollars, 3830 to be precise, in order to buy 2000 Euros and 850 British Pounds. I needed the British pounds to buy Tesco. At current levels I am trying to gradually get rid of my … Continue reading
Positioning USG to gain in case of housing recovery or Bankruptcy
I think that the housing recovery will come, and if that is the case USG should be valued at minimum around 16-20, on the other hand I also think that if it takes too long to recover USG could go … Continue reading
Bought 250 Tesco shares @316 pence
I just initiated a very small position, equivalent to 1200 dollars at the current USD/GBP exchange rate, of the UK retailer Tesco. The postion was small because the price drop took me by surprise without knowing enough about the company. … Continue reading
Closed half of my vxx shorts (1/4 of my original position)
I was not comfortable being more than 6K dollars short given the low volatility and the fragile situation in Europe and the american debt. If anything bad happens the market could go back to a high level of volatility and … Continue reading
