Friday File: Buying ID and Overpaying for cash, Checking up on some insurers
So… what’s happening this week? I have a few updates on Real Money Portfolio investments, including some updates following earnings releases this week and some notes about my hedge position, as well as some thoughts on a few insurance companies that are catching my eye and making their way onto the watchlist… and I also […]
Comments
Smokers and junkies cost us HUGE amounts of money in unrecoverable medical expenses every year. Literally I'd wager, man...
Thanks for writing this, as recession fears are heavy on my mind too- and I wonder what other folks think. And this ...
'Big' Jeff ! :: Pitch Artist Paul claims to have made his exclusive clientele Super-Wealthy, but greatly exaggerates li...
I read somewhere about selling puts and hedging with a straddle that limits the downside risk. However I lost the link ...
I have spent the last 5 years and lot of money to learn how to make money consistently. There are no magic formula to pr...
I have spent the last 5 years and lot of money to learn how to make money consistently. There are no magic formula to pr...
If you don't want to get involved in futures (and I don't blame you), you can short the S&P 500 using one of the many hi...
Bigger than what? I do expect we'll have a 20-30% drop in the market at some point, just because that usually happens a...
Short answer? They're not very common in the US markets, so I don't understand them. Hedging can quickly grow very com...
Hi there ! I always wondered if real investors use CFDs for other than hedging. I know you trade stocks and options, but...
I sold $PTLA about 45 days ago. Interesting times. Congrats to anyone who is still holding! On another note, I've be...
Let's see. Jim Richards often talks about Gold being driven higher...crypto-currencies are on the rise...the dollar co...
Everything got expensive with the rapid rise in volatility, but hopefully complacency will settle in again and the cost ...
Good timing for hedging recommendations. I jumped in as you suggested and shorted spy just before the multiple drops. Do...
I'll dig up a link and edit it in here, but I believe he bought $SPY puts... EDIT: https://www.stockgumshoe.com/2018/...
Friday File Part One: Hedging $SPY https://www.stockgumshoe.com/2018/01/friday-file-part-one-hedging/ #Best2ALL!...
I certainly don't know, and can't promise you anything about the future. My general position is that investing in stock...
We have not mentioned taxes here. For Travis's position in FB, he could be up several hundred percent. If he sold it in ...
Thank you for the great lesson on hedging. I had heard that term, but was unsure just what it was, and how it worked. ...
Travis , I am using the same method as you .. they way I look at my 1 % hedging cost is that it is roughly the same as w...
It's generally best to hedge using something that's most likely to move similarly to your portfolio -- I haven't checked...
Volatility is indeed extreme with much of the most recent rank speculation coming out of S Korea. In addition approval o...
I think Friedland is hedging his bets on the DRC, by going after copper in Columbia, and by holding off on adding Cleant...
FYI, I don't know ECYT but I have dabbled in shorting from time to time -- do keep in mind that shorting can be painful,...
Hi they have just offered 15 AI tips again and access to a load of other reports for 1499. The problem i see is that th...
It will go down if the market goes down, but the cost of protection is pretty high -- and predictions of the market fall...
That's controversial. In fact PPI's are a good tool against Barrett esophagus, a premalignant condition albeit one less ...
$AUPH Hedging of a large long position is usually done with options. Cash outlays are different, thus no cancellation...
$ABIO They disclose everything in the registration, then after that "Unlike the original “base” Form S-3 filing,...
$PTLA long. A topic of interest to me as well, as I hold currently. Very similar profile as your in terms of profit, et...
Arch1: Sound like youre hedging you bets. Thank you...I think?...
$PTLA Hmmmm....Temasek just sold 40% of their shares. With PDUFA 3 weeks away, they either know something we don't, or ...
Big $HALO option trade 200 January 2019 $20.00 calls traded in a single trade at $1.00 late last week. Congrats to the...
Statement by Ted Butler (From David Schectman section in the Miles Franklin free newsletter dated 12May2017): "While...
$auph Since you're long $auph and a floor trader perhaps you can explain the rising short interest on what some call as ...
Some folks have been asking about price oscillations, short-term price movements, and trading ranges. Of all fields one ...
$NTRP: Hi chip12: I assumed you were addressing the question to me. Thanks for being interested in my i opinion. Y...
$CRBP - I bought puts too for hedging risk (I always do, except, of course with GNMX because I was traveling and forgot ...
Be very careful with Shulman/Hutchison Blueprint and Perpetual Income Engine. When selling Puts (naked or cash backed) ...
The hight short in BIOC might be due to hedging the warrants. I participated in the deal but haven't hedge my warrants a...
$AUPH - Alan that's a very good idea, to use put options for hedging risk. I will look into option volumes for Aurinia a...
Chris27, I am sobered by hearing of your difficulties. I hope you are able to fight these conditions and that ideas and ...
I have been in numerous option type services and they are obligated to issue trade ideas irrespective of what the market...
No bet, because whatever her crimes are Barack will pardon her. She can only be convicted in the court of public opinion...
God help us. The attached links allege that The Secretary of State has been accepting money from countries that support ...
Thoughts on Deflation, Hedging and Gold - Brilliant piece and analysis by Travis....
You may be right, but I don't recall it. I am pretty sure I have not suggested hedging metal stocks with puts. I have ...
Ispy/TIA...No comment on Mr Pento but I have come to the same conclusion on my own. There are a lot of deflationary sig...
It is hard to find humor in something that you can't figure out anymore, or maybe they found a plan that still works for...
Fund rates + libor + reverse repos have gamed the ponzi successfully for many years in a highly leveraged primary dealer...
Fund rates + libor + reverse repos have gamed the ponzi successfully for many many years in a highly leveraged primary d...
Warrants also provide financiers with the possibility of hedging their bets a little bit, though I don't know the terms ...
I do not think shorting will or should be abolished. It is needed for the operation of the market without extreme distor...
ZFGN...The shorts appear to be the same guys who are long, hedging. Institutions have the vast majority of the stock....
Long $RLYP. I had the impression that Kayexalate, if trying to gain FDA approval today would likely be rejected. I also ...
Guys like Buffett give to both parties. It's called hedging your bets....
Guys: Cleveland is right......this is getting a bit like groundhog day. Can I urge you all to read through the thread an...
Apologies in advance if any of what follows is too basic for this community--thought I'd start at the beginning. The ...
Got a couple quick question about those TRXC options, particularly put options, so I thought I should probably give an e...
Does anyone know which mining companies are hedging and been hedging?...
HN, I doubt it, i.e. "good reasons for it..." What could they be? All the competitors know about each other, and their ...
Agree totally Sean, and well-uttered by you. I am sure they are in total upheaval, but, hey, as the saying goes, don't p...
$BIS, for short-term hedging. I buy an amount approximately equal to 50% of my biotech holdings....
The biotech slaughter today is leaving us all soaked in blood. My entire portfolio is down almost 9% today! Let's compar...
Sounds like Vetigel has a full-court press on with the PR....NPR, Business Week, little articles here and there all over...
Did you read my last posts above? It's still a valid way of making a lot more money. We understand that - that's a giv...
Guys/Gals, I saw a blurb about some Junior Miners getting into the "Green Gold" (read pot growing) as a way to create...
"Make Options Illegal" LOL They perform very useful hedging functions for speculators to protect profits. Speculators p...
Larry, thanks for your specific ideas on hedging. I have had the same observation on the increase in newsletter gurus wh...
EFR.TO (UUUU) actually has all the same upside with a lot less risk than UEC. If you pull up a ten year chart of URG, UR...
Hi Archuno, I'm also very concerned about hedging. Would like your opinion on my posts #44--5/13 in response to Kenny ...
I am wondering if it may be time to think about hedging some Bio investments. One way to do that is by shorting tickers...
$CLVS - Vijay, I read a contradiction in that Piper report. One on hand they say "we think the point of maximal optimis...
I agree the Chinese value stability. They are very deliberate and have a lot of their own problems to worry about. But t...
Schaeffer's Investment Research has written the following re. $ACHN: Achillion Pharmaceuticals, Inc. (NASDAQ:ACHN) is u...
Hi Benny, I am trying to formulate a good strategy for hedging within the biotech area. I do have considerable positi...
Here's something to do while waiting for the end of the world :-) UPDATE: Your No. 1 end-of-the-world investing strateg...
Just as expected, this article is full Dr. KSS's wisdom and insight into the science of medicine. He never fails to deli...
I liked JetBlue last year because of the improving fundamentals plus fuel advantages, but like most US carriers they hed...
Hi Josh, Thanks for sharing your thoughts re $MEIP and hedging strategy - especially your analysis of the unfolding bio...
"..could this pull back be a good entry point for a few shares?.." I have been following for a couple months and am ver...
Yes, there's a lot of hedging in 2015 in a lot of places -- but the market looks forward, so if the expectation is for $...
Thanks Alan! Hi-Pockets, very much NOT knowledgeable about this area although I too have been thinking over the past...
Poking my head in to say that rumors are flying this am that Abbvie's regimen for HCV will be priced at a level for 12 w...
The preferreds should continue to exist and earn if the company is bought out by someone else, though sometimes there's ...
Yes. "Hedging with covered calls" actually means selling a call option against your holdings to bring in a little extra...
That's certainly part of it, they report their investment gains/losses on the portfolio once a month so we can't know fo...
Reply retry; It seems to me I t will take many tonnes of gold to keep up with the printing presses of the Fed reserve...
Hedging saying "Potential Allergic Reactions" Lab work ups not complete and expected to take "weeks" Called halt "volu...
Once again, 'Gummy' is out in front of the crowd uncovering the pertinent facts of even the most obscure teases...great ...
Couldn't read since I don't have a subscription, and after the last few days I can't afford it anyway. I wish I'd had t...
Careful with thinking of the dollar as an asset or as some sort of "backing" to a country or a company -- it's just a cu...
Jana; I am far from expert in options but I have found that if done properly you can trade with less risk & more profit ...
Sorry Jane, I dont do options. I wondered also. its someone else. Hedging is a nice idea when you know your stock well, ...
Although I did lose money hedging last year for a correction that never came. My hedges this year have helped me to a re...
no, its wasnt a cheap shot.. that was me typing quickly at work and forgetting frame. What I ment is that sometimes pro...
I am going to revise my last post after just looking at the insider transactions for last 6 months. There have been 49 ...
timbit says; I believe your rendition is true because you say you paid for your sub. I bought the $40 letter last year...
I just finished watching his online video promo for a risk free trial to his reports and services in which his hook is t...