Russia/StJ – Some people just like to have someone to hate, I suppose.
ARO/Dforst – The other spread is very aggressive (and officially in our portfolios), I do like it but we were discussing more conservative positions in a small portfolio today and the $2.50/4 spread is less risky. I like both ways of playing or a combination of both (to lower the net cost of the spread) on ARO, that's why we took a heavy position in the STP and Income Portfolios.
Activists/Albo – Muddy Waters does some good. Like anything, some good, some bad. More often bad though with these fund manager/meddlers.
LOL on NFLX – Spiked $432 to $469 and back in between now.
July 21st, 2014 at 4:07 pm
Russia/StJ – Some people just like to have someone to hate, I suppose.
ARO/Dforst – The other spread is very aggressive (and officially in our portfolios), I do like it but we were discussing more conservative positions in a small portfolio today and the $2.50/4 spread is less risky. I like both ways of playing or a combination of both (to lower the net cost of the spread) on ARO, that's why we took a heavy position in the STP and Income Portfolios.
Activists/Albo – Muddy Waters does some good. Like anything, some good, some bad. More often bad though with these fund manager/meddlers.
LOL on NFLX – Spiked $432 to $469 and back in between now.