Tuesday, March 30, 2010

Fixed income & Kimbo

Bought 5xConagra 2021 9.75% bonds

Bought Kimberly-Clark (KMB) @ $63

Saturday, March 27, 2010

Sales & Hedging

Sold two lots of Kraft (KFT) for $30.50 and all three lots of Hershey (HSY) for $43

Gains of 13% and 27% respectively.

Bought another 100 SDS @ 31.22 with a stop @ 27.50.

Tuesday, March 23, 2010

More buys

1) Humana 6.45% due 2016
2) Wrote AUY May 11 Put @ 1.1

Thursday, March 18, 2010

New positions

New positions in ExxonMobil (XOM) @ 67.60, Dupont (DD) @ 37.50, and Southwest Airlines (LUV) 2016 4.25% bonds

Tuesday, March 16, 2010

More putting naked

Wrote two RST 20 Jun Puts @ $0.8
Wrote one GRMN 30 July Put @ $0.95

Thursday, March 11, 2010

Sold two lots

of RST @ $25 even for a 25% gain. Wrote a $25 June call on RST for $2.24

Thursday, March 4, 2010

New Bond & Sold WM

Bought Pepco 6/1/2017 6.125% Bond at 106.131

Missed the WM sale @ 32.50 in yesterday's post for a 11% profit.

Wednesday, March 3, 2010

Closing "Other Picks"

I'll put my money where my mouth is. But wow, these picks did great:

Other Picks
• Bought AA @ $10.48 [11-26-08]
o Closed AA @ 13.34 [3-3-10]
o $2.86 profit/share; 27.3% ROI
• Bought DBA @ $24.80 [11-26-08]
o Closed DBA @ 25.11 [3-3-10]
o $0.31 profit/share; 1.2% ROI
• Bought KO @ $45.90 [1-6-09]
o Sold KO @ 53.9 [3-3-10]
o $8 profit/share; 17.4% ROI
• MSFT @ $20.49 [11-26-08]
o Sold MSFT @ 28.46 [3-3-10]
o $7.97 profit/share; 38.9% ROI
• PFE @ $16.07 [11-26-08]
o Sold PFE @ 17.32 [3-3-10]
o $1.25 profit/share; 7.8% ROI
• VLO @ $23.24 [1-4-09]
o Sold VLO @ 18.63 [3-3-10]
o $4.61 LOSS/share; 19.8% LOSS
• YHOO @ $10.58 [11-26-08]
o Sold YHOO @ 15.57 [3-3-10]
o $4.99 profit/share; 47.2% ROI

17.14% Average ROI

Lots of Position Changes

Sorry for my tardiness. It's been months since I updated my position list.


Stock Activity
Bought MOT @ 6.58
Sold LINE @ 22.50 – 40% profit including dividends
Bought GDXJ @ 28
Bought GDXJ @ 27
Bought RST @ 20
Bought SDS @ 40.98
Bought ATVI @ 11.30
Bought INTC @ 20.84
Sold WMT @ 52.50 – 7% profit
Bought KFT @ 26.70
Bought AUY @ 10.1
Bought BP @ 56.7
Bought HSY @ 36
Bought WM @ 33.16

Option Activity
Wrote June 2010 KFT 27-30 Strangle
Wrote June 2010 VZ 26-31 Strangle
Wrote June 2010 WMT 50 Put
Wrote Jan 2011 KO 42.5 Put
Wrote Jun 2010 MCD 60 Puts
Wrote May 2010 GDXJ 31 Call
Wrote June 2010 RST 25 Calls
Wrote June 2010 SDS 41 Call
Wrote April 2010 AUY 11 Puts
Wrote Jun 2010 BRK.B 65 Put
Wrote May 2010 HSY 36 Put

Bond Activity
Bought Viacom 5.625% 2012
Bought Joy Global 6% 2016
Bought Fortune Brands 6.375% 2014