GTAT is now a 20% position of mine. I am pressing the envelope on this one for several reasons.
1. FSLR’s numbers were so good, I feel the stock is worth $80. If FSLR is going to $80, this is the 4th inning of the solar melt up.
2. GTAT has exposure to Sapphire, which is a lotto ticket on the smartphone craze.
3. The Gods smile upon me, especially the old ones.
4. My cash position is 45%, which allows me the flexibility to trade like a lunatic, given my 22% returns.
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I just went long some this afternoon at $3.60, so it will crash from here. Sorry.
whats your target on GTAT?
You’re crushing 2013
fly – do you know any muni bond funds to buy? Looking to buy some for the ol’ IRA
Tax free muni bonds in a tax deferred IRA? I hope they are BAB bonds.
Haha I am so dumb. Woops.
Thanks for the heads up
I own some MLPs, one being MIE
I also own divvy stocks like KMB, CHD, WM and PEP
No UBA?
And don’t forget to HRL if you like spam.
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Some of the 7.50 puts were mispriced this morning at the open… Problem is that there aren’t any profits to be had unless the stock went above 7.50 – then again until June there was no downside.
Risk/reward/allocation models. Maybe something to look at for people sitting on tons of cash (45% would do nicely). Maybe watch the open tomorrow and see what happens – main problem is that it’ll be thinly traded.
Another problem is that management aren’t likely to be too keen to pump the stock beyond solid support (these guys “sound” like they’ve been advised to behave conservatively and not promise more than they can deliver – guessing past performance was a bit of a lesson).
What the hell are you talking about?
lol
Lol’s right… Suppose it’s time for some to get out the CBOE options material and look up “covered put”.
Señor Cojones, I admire your GTAT … may Quetzalcoatl bless you with pyramids of coin
I’m concerned about investing in an industry that exists largely as a result of diseconomic gummint coercion.
Do you think this is a business model that makes for long tail cash flows that can be discounted into a stock price?
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I am short the Tea Party.
Huzzah!!
It’s a trade.
if it goes up is beacause it goes up , wall street wants it , wall street is not rational , money goes where there is space for gains
(no space alien magician here)
http://youtu.be/WjF4eOnjCLE
This was a fucking 2 inch nipple trade you sick fuck.
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