Another week in the books everyone. The S&P up 1.5% for the week. As for today I bought some TTWO april calls at $10 strike for like .25 cents, so I like the odds. I sold my TZA because I am going to be traveling Monday but will be around at lunch. For the weekend I will continue to write on commercial real estate and provide a list of longer term buys as requested. Below is my weekly trader log, I only made 5 trades this week but I got a little lucky. For price points you can check archive, add your input or ideas for next week, have a great weekend!
Short WRI +22.07%
DRYS +36.34%
TTWO +16.44% this wk (up 34.44% total)
VMW +1.04%
TGA - 1.6%
TZA + 5.13%
(All made this week and are weekly returns or if closed where trade returns. Short WRI and TTWO are the only ones I own now)
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RF,
ReplyDeleteYou in the business? I work at Canaccord Adams, in Vancouver (Sell-Side). Nice week guy, you know your technicals.
I want to add these to the list from my trades following RF.
ReplyDeleteHUM + 8.3%
HNT + 14.1%
TTWO + 28.4%
Josh - Cool man, I used to follow Microvision and one of the Analyst covering the firm was from there. How are yall doing in this climate? E-mail me, love to chat.
ReplyDeleteDennis - Your on fire man
RF,
ReplyDeleteDid you catch the Bloomberg interview with Bill Ackman on commercial real estate? He seems a little more hopeful than you. Any thoughts?
Josh,
ReplyDeleteI heard about it. Ackman is a smart guy and drilled the MBIA trade but he was been dead wrong on Target. His DCF valuation was like $125 or something and he has a leveraged - options fund related to target down like 80%. I'll find it and watch it online but I personally believe refinancing is going be really difficult and alot of the over leveraged REITS will be in severe trouble. Some will do just fine tho but have a difficult short term. I'll elaborate more.
sick week
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