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glunn

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Everything posted by glunn

  1. glunn
    Thanks, Brock. I like the fact that the call market seems bullish -- July calls at $115 were trading for $2.70 per share today. And if the stock does not hit $115 by then but stays around $110 then I can rinse and repeat.
  2. glunn
    Any thoughts on buying Disney around $109 per share?
  3. glunn
    Gamez seems very intelligent and has good attitude. I hope that he is successful.
  4. glunn
    Moderator note - Nick is correct. If you don't like these threads then please ignore them. That is what I have been doing.
  5. glunn
    Welcome to Twins Daily.
  6. glunn
    I am wondering whether a lot of people are waiting to realize gains in January based on the expectation that tax rates will be lower in 2017.
  7. glunn
    My thoughts go out to his family and friends. So very sad and tragic. I am wondering if somehow we could extend our condolences to the family, perhaps by going through the Twins. I would like to send flowers.
  8. glunn
    Great article. Thanks, SD.
  9. glunn
    I think that we are all fortunate to have TD as part of our lives and I am grateful to the owners, the members and my fellow moderators for providing a place that is interesting and fun.
  10. glunn
    The price to earnings ratio of the S&P. http://www.multpl.com/ https://www.advisorperspectives.com/dshort/updates/2016/11/01/is-the-stock-market-cheap
  11. glunn
    These are the reasons that I am apprehensive about a recession, especially the fact that it seems overdue. I would add that the fundamentals seem weak to me and there is huge political uncertainty in the United States and Europe.
  12. glunn
    I am going through every item in my portfolio and selling/trimming with the expectation of a potential recession.
  13. glunn
    I use etrade and Schwab, and prefer etrade.
  14. glunn
    Today it may make sense to buy stock in companies that have billions of dollars overseas that the Republicans will allow them to repatriate at a low tax cost.
  15. glunn
    Please be careful with that. If Trump wins then real estate could drop like a stone.
  16. glunn
    I am expecting a huge drop if Trump wins and a significant (but short-lived) pop if Clinton wins. Overall, I am bearish and holding about 50% in cash, waiting for the next 2008 level crash. I am also wary of any company that is paying a dividend less than 2% and that is not both profitable and growing. Over the long run, I believe that the best investment will likely be apartment buildings, but real estate values go in cycles and we are at an all-time high. I invest through syndications, because I don't want the management burdens, and my overall returns have exceeded 15% per year. However, I have passed on these opportunities for the past two years or so, because I think that a major pullback is likely. That said, I have a buy order on APTS on the theory that it should do well over the long run.
  17. glunn
    Moderator note -- the bickering in this thread needs to stop.
  18. glunn
    Great article!
  19. glunn
    Great interview. He seems like a solid young man. I wonder how people are evaluating his upside.
  20. glunn
    On a more positive note, the #1 pick is now a lock.
  21. glunn
    The fact that Suzuki is catching baffles me. I would think that Murphy should be out there getting experience, or at least Centeno.
  22. glunn
    Are you trying to revive the eternal debate about Ginger versus Mary Ann?
  23. glunn
    Happy Birthday Brian!
  24. glunn
    Here is a link to an interesting debate about Anthopoulis and other options: http://www.mlbtraderumors.com/2016/09/twins-considering-alex-anthopoulos-for-president-of-baseball-operations.html Some people prefer Ben Cherington. They both seem interesting to me.
  25. glunn
    More on Wiel -- http://www.milb.com/player/index.jsp?player_id=605530#/career/R/hitting/2016/ALL
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