Sell Puts on the following:
- BNI
- CLF
- COP
- CX
- DWSN
- FTO
- HOC
- OXY (maybe)
- SUN
- SWN
- VLO
- XTO
Sell Calls on the following:
- PTEN (?)
Monday, March 19, 2007
Options Expiration (04/2007) - DOW puts and calls
Sell puts on the following
- AA
- BA
- DD
- HON
- HPQ (maybe)
- MCD
- MO
- T
- VZ
- XOM
Sell calls on the following:
- AIG
- AXP
- C (maybe)
- DIS (maybe)
- GE (maybe)
- JNJ
- GM
- HD
- MRK (maybe)
- MSFT (maybe)
- WMT
- AA
- BA
- DD
- HON
- HPQ (maybe)
- MCD
- MO
- T
- VZ
- XOM
Sell calls on the following:
- AIG
- AXP
- C (maybe)
- DIS (maybe)
- GE (maybe)
- JNJ
- GM
- HD
- MRK (maybe)
- MSFT (maybe)
- WMT
Southland BBQ Restaurants
AAA - Sept/October 2005
Valleys
- Pasadena - Robin's Wood Fire BBQ and Grill - 626.351.8885 (395 Rosemead)
909
- Upland - Buckboard BBQ and Grill - 909.608.7393
LA
- Venice - Baby Blues BBQ - 310.396.7675 (444 Lincoln Blvd)
Ventura
- Ventura - Cooke's Smokehouse - 805.652.1446 (1751 E Main St)
OC
- Cypress - Mike's BBQ - 714.799.6222
Valleys
- Pasadena - Robin's Wood Fire BBQ and Grill - 626.351.8885 (395 Rosemead)
909
- Upland - Buckboard BBQ and Grill - 909.608.7393
LA
- Venice - Baby Blues BBQ - 310.396.7675 (444 Lincoln Blvd)
Ventura
- Ventura - Cooke's Smokehouse - 805.652.1446 (1751 E Main St)
OC
- Cypress - Mike's BBQ - 714.799.6222
San Diego - North Park
Same area as the Breakfast Place (mama's?)
Ray at Night - jazz, poetry
Red Fox Steak House
Burlingame and Shirley Ann Place Historic Districts
Other stuff
Ray at Night - jazz, poetry
Red Fox Steak House
Burlingame and Shirley Ann Place Historic Districts
Other stuff
Ethnic Food in LA
AAA Magazine - March/April 2006
Little Ethiopia (South of The Grove)
- Yedoro wat - stew of chicken, eggs, spices
- Restaurants
- Rosalinds
- Nyala
- Messob Ethiopian
Little India (605/91)
Little Italy (San Diego - West of Balboa Park and 5)
Olvera Street (downtown)
Little Ethiopia (South of The Grove)
- Yedoro wat - stew of chicken, eggs, spices
- Restaurants
- Rosalinds
- Nyala
- Messob Ethiopian
Little India (605/91)
Little Italy (San Diego - West of Balboa Park and 5)
Olvera Street (downtown)
Secret California - Shasta
Sunset Magazine - 06/2006
Sights:
- Burney Falls (62 miles NE of Redding)
- Lassen Volcanic NP
- Lva Beds National Monument
Sights:
- Burney Falls (62 miles NE of Redding)
- Lassen Volcanic NP
- Lva Beds National Monument
Travel Recommendations - Blueberries and more
Sunset - 08/2006
BC Blueberries -
Uncrowded National Parks -
Waterfalls to visit
BC Blueberries -
- Vancouver's Granville market starting in August (1 lb for $2-$3)
- Blue Valley Farms
Uncrowded National Parks -
- Black Canyon of the Gunnison
- Channel Islands
- North Cascades (Newhalem Creek campground)
- Redwood NP
Waterfalls to visit
- Santa Paula Canyon Falls (Punch Bowls) - swimming (Ventura/Ojai)
- Whiskeytown Falls - Shasta/Redding; Whiskeytown National Rec Area
Night Hiking
From LA Times (date unknown)
- Griffith Park - 7 pm T, W, Th
- Santa Monica Mountains - 7 pm T
- Topanga Canyon in Woodland Hills
- Palisades (Los Liones Dr and Sunset) - Parker Mesa Overlook (http://www.localhikes.com/Hikes/ParkerMesa_4472.asp)
- Others - Signal Hill, Irvine, Puente/Whittier
- Griffith Park - 7 pm T, W, Th
- Santa Monica Mountains - 7 pm T
- Topanga Canyon in Woodland Hills
- Palisades (Los Liones Dr and Sunset) - Parker Mesa Overlook (http://www.localhikes.com/Hikes/ParkerMesa_4472.asp)
- Others - Signal Hill, Irvine, Puente/Whittier
03/17/2007 Griffith Park Trip
Eugenia bought two tickets to check out the newly reopened Planetarium.
- Good article in LA Times 11/02/2006 Calendar Weekend Section on Griffith Park Observatory
- Next time, also check out www.laas.org for night star parties
- Check out Gottlieb Transit Corridor (calendar)
- Also, check out the composting organization at Griffith Park (4th Saturday of each month 10 AM to 12 PM))
- Schedule here:
http://www.lacity.org/san/solid_resources/recycling/composting/bin_sales_events.htm
- Good article in LA Times 11/02/2006 Calendar Weekend Section on Griffith Park Observatory
- Next time, also check out www.laas.org for night star parties
- Check out Gottlieb Transit Corridor (calendar)
- Also, check out the composting organization at Griffith Park (4th Saturday of each month 10 AM to 12 PM))
- Schedule here:
http://www.lacity.org/san/solid_resources/recycling/composting/bin_sales_events.htm
01/13/2006 - Navellier Foreign Stocks
CIB - Bancolumbia
AMX - America Movil
GGB - Gerdau Steel (Brazil)
CX - Cemex
BBD - Banco Bradesero
SQM - Sociedad Quimica Y Minera
KB - Kookmin Bank
AMX - America Movil
GGB - Gerdau Steel (Brazil)
CX - Cemex
BBD - Banco Bradesero
SQM - Sociedad Quimica Y Minera
KB - Kookmin Bank
01/08/2006 Kiplinger Notes (con't)
11/2005 and 12/2005 Issues of Kiplingers
Funds
- Natural Resource Funds
- T Rowe Price New Era Fund (PRNEX)
- FUNDX (based on no-load fund-x)
Books
- Trade Like a Hedge Fund - James Altucher
- Trend Trading to Win
- The Undercover Economist (Tim Harford)
Website
- Leading Economic Indicators
- www.martincapital.com
Stocks
BNI, CSX, CP, Norfolk Southern, Union Pacific
Allscripts (competitive with Medrule?)
Saifun (11/12/2005 Economist) - Israeli Compact Flash Memory Company
Q: Are airlines coming back? Seem to be many articles on it
Funds
- Natural Resource Funds
- T Rowe Price New Era Fund (PRNEX)
- FUNDX (based on no-load fund-x)
Books
- Trade Like a Hedge Fund - James Altucher
- Trend Trading to Win
- The Undercover Economist (Tim Harford)
Website
- Leading Economic Indicators
- www.martincapital.com
Stocks
BNI, CSX, CP, Norfolk Southern, Union Pacific
Allscripts (competitive with Medrule?)
Saifun (11/12/2005 Economist) - Israeli Compact Flash Memory Company
Q: Are airlines coming back? Seem to be many articles on it
01/08/2006 Kiplinger Notes
10/2005 Issue
Funds
- FSCOX - Fido Int'l Small Cap Oppty (mainly developed markets)
- WBENZ - William Blair (BIEMX)
- Int'l growth is closed but emerging markets is new
- 40% asia, 30% Latin, 30% eastern europe/africa
emerging market debt
- PEMDX (Pimco Emerging Mkts Bonds)
- TGEIX (TCW Galileo Emerging)
- less volatility
- Closed end funds (ESD - saloman bros, EFL, more conservative)
stocks
- generic drugs - TEVA
- iron ore pellets - CLF
Funds
- FSCOX - Fido Int'l Small Cap Oppty (mainly developed markets)
- WBENZ - William Blair (BIEMX)
- Int'l growth is closed but emerging markets is new
- 40% asia, 30% Latin, 30% eastern europe/africa
emerging market debt
- PEMDX (Pimco Emerging Mkts Bonds)
- TGEIX (TCW Galileo Emerging)
- less volatility
- Closed end funds (ESD - saloman bros, EFL, more conservative)
stocks
- generic drugs - TEVA
- iron ore pellets - CLF
12/28/2005 - Selling puts
some thoughts on selling puts
if SP = strike
P = today's price
Figure of Merit
1a.
~ safety margin
~ yield
~ 1/duration
~[(sp-p)/p][premium/P][1/duration]
where are we on 1-yr high /low?
BP = buy price
???
BP = L + 0.25*(H-L)
if SP = strike
P = today's price
Figure of Merit
1a.
~ safety margin
~ yield
~ 1/duration
~[(sp-p)/p][premium/P][1/duration]
where are we on 1-yr high /low?
BP = buy price
???
BP = L + 0.25*(H-L)
12/28/2005 - Notes from "Little Book"
Little Book that Beats the Market
-Good companies (ROIC) at Good prices (E/EV)
- magicformulainvesting.com
- ROIC ~ EBIT/(WC + Fixed Assets)
- Yield ~ EBIT(Market Cap + Debt)
i.e. 2 companies, both with EBIT = $10. A has no debt, B has $50 debt. Price/share = $30.
Yield A = $10/$30 = 1/3
Yield B = $10/($30 + $50) = $1/8
Company A is "cheaper" even at the same "price" and same "earnings" because Company A did not require debt to achieve this.
-Good companies (ROIC) at Good prices (E/EV)
- magicformulainvesting.com
- ROIC ~ EBIT/(WC + Fixed Assets)
- Yield ~ EBIT(Market Cap + Debt)
i.e. 2 companies, both with EBIT = $10. A has no debt, B has $50 debt. Price/share = $30.
Yield A = $10/$30 = 1/3
Yield B = $10/($30 + $50) = $1/8
Company A is "cheaper" even at the same "price" and same "earnings" because Company A did not require debt to achieve this.
12/27/2005 Notes
Money Market Resources
- www.ici.org
- www.imoneynet.com
- www.morningstar.com
- www.bankrate.com
- www.imoney.net
- www.ici.org
- www.imoneynet.com
- www.morningstar.com
- www.bankrate.com
- www.imoney.net
12/23/2005 Notes
Barrons (12/19/2005 Issue)
- Book: Little Book That Beats the Market
- Gazprom removing foreign ownership limits
- AIG - value play?; clean, new leadership, asia growth
- BA - growth in asia, dividend hike; should we sell puts on BA?
- Sandra Wood of Westwood Holdings Group
- visionary - early into aapl, reits, energy
- likes developing markets, transportation, infrastructure
- tankers - OSG and DHT
- engines - CMI and ETN
- MON and PFE
- raised dividend
- sell puts?
- COX-2 problem?
- Book: Little Book That Beats the Market
- Gazprom removing foreign ownership limits
- AIG - value play?; clean, new leadership, asia growth
- BA - growth in asia, dividend hike; should we sell puts on BA?
- Sandra Wood of Westwood Holdings Group
- visionary - early into aapl, reits, energy
- likes developing markets, transportation, infrastructure
- tankers - OSG and DHT
- engines - CMI and ETN
- MON and PFE
- raised dividend
- sell puts?
- COX-2 problem?
12/03/2005 Notes
Latin stocks
- BBD
- AMX
- GOL
- ERJ (Embraer)
- CX
Other stocks
- Dawson Geophysical (Gems 12/2005)
- Cheniere (LNG) - BW 10/17/2005
- McDermott (MDR) - BW 10/17/2005
- Hydril (HYDL) - Navellier
- Canadian National Railway - CNI
Research Article by Lundholm at Michigan about earnings surprises relative to stock movement
- BBD
- AMX
- GOL
- ERJ (Embraer)
- CX
Other stocks
- Dawson Geophysical (Gems 12/2005)
- Cheniere (LNG) - BW 10/17/2005
- McDermott (MDR) - BW 10/17/2005
- Hydril (HYDL) - Navellier
- Canadian National Railway - CNI
Research Article by Lundholm at Michigan about earnings surprises relative to stock movement
11/08/2005 - AAII Mtg
Centinela Hospital
Sundance Resources
Barnett Shale
Working Interest
Further notes:
11/30/2005
Five States - Jim Gibb
1. Rules of thumb -
- 1000 days production at 1 day's rate
- 1/2 of the total will be pumped by the end of Yr 2 or 3
2. Reserves - 0.7 - 1.2 BCF/well
- if 1 BCF at $8 gas, $2M investment
- $8M top line
- $6M after royalties, etc.
- $3.6M total on a $2M investment
- simple calculation might be 80% * NRI = take-home
11/23/2005
Costs
- Lease of $10/acre to $500/acre
- Royalty of 12.5-30%
- Total return of 2:1
12/01/2005
Some more notes from Brian Humphrey
Sundance Resources
Barnett Shale
Working Interest
Further notes:
11/30/2005
Five States - Jim Gibb
1. Rules of thumb -
- 1000 days production at 1 day's rate
- 1/2 of the total will be pumped by the end of Yr 2 or 3
2. Reserves - 0.7 - 1.2 BCF/well
- if 1 BCF at $8 gas, $2M investment
- $8M top line
- $6M after royalties, etc.
- $3.6M total on a $2M investment
- simple calculation might be 80% * NRI = take-home
11/23/2005
Costs
- Lease of $10/acre to $500/acre
- Royalty of 12.5-30%
- Total return of 2:1
12/01/2005
Some more notes from Brian Humphrey
Investment Notes from 11/01/2005
11/01/2005 (notebook)
Personal Finance Recommendations:
1. RCS - Pimco Strategic Global Gov't
2. ERF - Enerplus
3. Mid America Apartments (REIT)
4. Canadian Apartment Properties (CAR-U)
5. Tankers - Knightsbridge and General Maritime
6. Foreign Closed End Funds
a. BZF (Brazil)
b. CEE (Central Europe/Russia)
Misc Stocks
1. JOE - St Joe (also a major TAREX Holding)
2. BRO - Brown and Brown (insurance)
3. T. Rowe Price New Era Fund (PRNEX)
4. Coal stocks - CNX (Consol) and BTU (Peabody)
Personal Finance Recommendations:
1. RCS - Pimco Strategic Global Gov't
2. ERF - Enerplus
3. Mid America Apartments (REIT)
4. Canadian Apartment Properties (CAR-U)
5. Tankers - Knightsbridge and General Maritime
6. Foreign Closed End Funds
a. BZF (Brazil)
b. CEE (Central Europe/Russia)
Misc Stocks
1. JOE - St Joe (also a major TAREX Holding)
2. BRO - Brown and Brown (insurance)
3. T. Rowe Price New Era Fund (PRNEX)
4. Coal stocks - CNX (Consol) and BTU (Peabody)
Wednesday, March 14, 2007
Kalesa Grill
- Filipino food recommended by Jocelyn
- Near corner of Woodman and Roscoe
- Across from a Kaiser
- hole in the wall
- Near corner of Woodman and Roscoe
- Across from a Kaiser
- hole in the wall
Tuesday, March 13, 2007
Online Universities
February 2007
WSJ
Universities are offering on-line video of popular lectures
MIT - Intro to Modeling and Simulation, Walter Lewin's Physics I, II, III (ocw.mit.edu)
Stanford - Modern Theoretical Physics
Berkeley
WSJ
Universities are offering on-line video of popular lectures
MIT - Intro to Modeling and Simulation, Walter Lewin's Physics I, II, III (ocw.mit.edu)
Stanford - Modern Theoretical Physics
Berkeley
Travel tips
January/February 2007
Business 2.0
www.flightstats.com - real time arrival/departure info
www.expertflier.com - $5/month for up-to-date inventory on first class seats
Business 2.0
www.flightstats.com - real time arrival/departure info
www.expertflier.com - $5/month for up-to-date inventory on first class seats
BAM
February 26, 2007 Barrons
Article on BAM (Brookfield Asset Management). Specialty finance ($28B), property ($26B), timber, power transmission, hydro power.
Article on BAM (Brookfield Asset Management). Specialty finance ($28B), property ($26B), timber, power transmission, hydro power.
POT
November 6, 2006
Barrons
POT (133) - fertilizer (profit from corn and beef demand). Digs it out of ground (deposits from former seas evaporating - Saskatchewan)
Only company with spare capacity (75% of world's excess capacity), 17% of world's supply
Competitors - AGU, MOS
Ownership stakes in Arab Potash, SQM, Israel Chemicals and Sinofert
Expected earnings, $5.35, $6.90, $7.60 in 06, 07, 08
Barrons
POT (133) - fertilizer (profit from corn and beef demand). Digs it out of ground (deposits from former seas evaporating - Saskatchewan)
Only company with spare capacity (75% of world's excess capacity), 17% of world's supply
Competitors - AGU, MOS
Ownership stakes in Arab Potash, SQM, Israel Chemicals and Sinofert
Expected earnings, $5.35, $6.90, $7.60 in 06, 07, 08
CEG - Barrons 03/09/2007
In the March 9 Barrons, there was an article on CEG (Constellation Energy). Could gain 20%
Leimert Park - BBQ and Soul Food
September/October 2005
AAA Magazine
Philips BBQ -
4307 Leimert Blvd
323.292.7613
M&M Soul Food -
4317 Degman Blvd
323.298.989
AAA Magazine
Philips BBQ -
4307 Leimert Blvd
323.292.7613
M&M Soul Food -
4317 Degman Blvd
323.298.989
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