Porter Stansberry’s next “big trade” or “Dirty Thirty”.

By chrizcringle, November 29, 2016

Does anybody have some specifics around this? It involves shorting stocks or buying puts, but would be nice to know the details.

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timmickiewicz
Irregular
๐Ÿ‘3
timmickiewicz

The premise is long term puts on companies that are loaded with debt and have unsustainable business models. Ie GM and Ford…tons on callable debt,due soon with poor sales…so jan 2018 naked puts…lower your bet,lower the price for the puts. Cheap insurance….gotta pay the big bucks for specifics

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timmickiewicz
Irregular
๐Ÿ‘3
timmickiewicz

Can’t forward their proprietary information…plus it takes forever for me to type!…bottom line big companies with a ton of debt…if you get put the shares you will be bottom feeding. If i have time i will post some of the tickers…your call on prices and risk tolerance…depending on on your take on the market long term…some were oil stock, today they are on fire

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Bill Chenault
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Bill Chenault

Stansberry’s big trade is focused on buying long dated and out of the money puts on crappy companies. i.e. in Nov 2016 buying puts that expire in January 2018. I have not subscribed, so don’t have the official dirty thirty list. However, in his presentation materials, he specifically mentioned: * Ford (symbol F) – didn’t declare bankrupcy during the 08-10 crisis period, so didn’t get rid of debt like GM did. Thin margins, lots of debt ($80 Billion?), which would take 100% of last year’s record profits for the next 20 years to pay off. But record profits won’t continue,… Read more ยป

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Steve
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Steve

I’m interested but can’t seem to message the google group

Jess
Guest

I am also interested in sharing the cost of the subscription but couldn’t get the link to work. Please send info to jwdory@gmail.com

Craig Cummings
Guest
Craig Cummings

I too am interested in sharing a subscription. Or, if you are interested, I have subscription to the pricey Exploration Insights that I could share.

Jason
Guest
Jason

This far all their recommendations are failure.

Betty Mann
Guest
Betty Mann

Here we are 8 months later and the market has gone straight up. Anyone know how their puts have done?

Doug
Guest
Doug

Short Screen:
Company info as of 11/15/16
Company Ticker Credit Rating
Mall Owners/Operators:
DDR DDR Distressed
General Growth Properties GGP Distressed
JC Penney JCP Distressed
Taubman Centers TCO Distressed
Vornado Realty VNO Distressed
Washington Prime Group WPG Distressed

Oil Companies:
Canadian Natural Resources CNQ Distressed
Denbury Resources DNR Distressed
Nabors Industries NBR Distressed
Noble Energy NBL Distressed
Suncor Energy SU Distressed
Weatherford International WFT Distressed

MLPs and REITs:
Enbridge ENB Distressed
Energy Transfer Partners ETP Distressed
HCP HCP Distressed
Mack-Cali Realty CLI Distressed
Plains All American Pipeline PAA Distressed
Williams Companies WMB Distressed

Subprime Lenders:
Ally Financial ALLY Distressed
General Motors GM Moderate
Navient NAVI Distressed
Santander Consumer USA Holdings SC Distressed

Autos:
Avis Budget Group CAR Distressed
Ford Motor F Moderate
Hertz Global Holdings HTZ Distressed
Tesla Motors TSLA Distressed

Miscellaneous:
AK Steel Holding AKS Distressed
Avon Products AVP Distressed
Sprint S Distressed
Viacom VIAB Moderate

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motordoc
Member
๐Ÿ‘-39
motordoc

The dirty 30 are long dated put options some are doing ok now but others won’t do well till a later date. For the patient investor the recommendations will do very well but it’s to much risk to single out a few

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