Sorry to hear of your health problems. REIT are a large part of my investment strategy and I hold, rather than trade these. I use the technicals and puls backs to determine when to add and when to dump. I actually dumped all RSO a few weeks ago when it ran up. Now I am awaiting a new entry. I beleive there are macroeconomic headwinds we…[Read more]

Sorry about the delay, have had a hectic schedule. In this space there are many other names that have a better fundamental thesis than this one. The volume is pretty low for making a market and seems pretty top heavy in the technical. I do think there is a good chance for nat gas price recovery though, through the winter. In terms of…[Read more]

What book is this Brian? Just curious…

I like high yield corp bond etfs in general. Also look at JNK.

I am longer-term as I no longer see innovation out-pacing growth. Online ad model will become more-broken over time as the online ad market gets saturated. Google’s CPA calculations are shocking to me when there are so many alternatives to acquire a customer, and for much less money than adsense.

Very risky. I’ve been playing ZNGA on the options side. I like risk sometimes and like playing it through options where I can define my risk capital. I debated whenter or not to just pick up the ZNGA money and take it to Atlantic City, or bet on ZNGA. AC probably would have been more fun, but ZNGA won (this time). I’m playing straight calls…[Read more]

This is a pretty nice set of tools. I did not know abou them before. My options platforms have calulators built-in but these are a little more comprehensive. One thing that always bothered me about all of them… Is it really too much to program a default rate into the interest rate box? Or do some people use something else other than the…[Read more]

Not muh given the vol but ZNGA did have a close above the 13 day. Made for nice options trade. MACD just now turning bullish but don’t see much else in terms of technical setups.

Guess their going to kick the can down the road a little more. Still not sustainble long-term. Italy is probably okay as is Germany. But watch out Spain, especially the spanish banking system. There is massive risk there.

This one is tough. I can’t find any specific legislation on power other than what would be covered by general REIT rules which is really just paying 90%+ of taxable earnings back to shareholders in the form of a dividend. So it could be real estate, financial vehicles for real estate etc. Technically, as an example, I suppose a Wind Farm could…[Read more]

Interesting, I’m going to dig into it over the weekend. Good time to think about renewable energy because oil is not high. When oil goes back up, renewable energy becomes more of an investment focus.

Should have said I use for market basket of the services side. But it is pretty crazy how heavily weighted it is to SLB. The $OVX measures Implied Volatility on $USO. $USO is an ETF that tracks futures contracts of WTI.

Just a note as well, you can monitor crude volatilty on $OVX.

It’s funny how oil seem to be tied to the euro stuff going on. If I go short euro, I can usually go short oil. Haven’t looked but I might assume it’s a trade that might work well for any global commodity.

Don’t know if it will bounce or not, but that isn’t really what I am playing with here. I have a longer term $45 target on $BP so I’m buying and holding. I have a $95 target on $OXY. Both have good divs. so they are longer term plays. $80 to $100 or $80 to $65? That is the question. I think the former is more likely the case. OPEC…[Read more]

Im building long positions in $BP and $OXY watching $HFC.