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Daily Archives: December 21, 2012
Reduced Applied Materials
I keep on fine tuning my portfolio, concentrating on my riskiest positions and cash management. I just sold 3 strike 10 Jan 2014 calls. I had bought them in mid May at 1.92 when the stock was slightly under 11 … Continue reading
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Tagged AMAT, Applied Materials, Austrian economic school, Dell, Intel, Philip Carret, United States Gypsum, USG, WDC, Western Digital
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Some Words On Share Buybacks
If the stock price is cheap and debt issuance is at record lows buying shares with debt is a wise decision. I would not like to see this done if the stock was overvalued or debt was expensive. Value would … Continue reading
