Investors & Friends:
Here's a summary of our investment actions from the past week.
Option Strategies - Naked Puts
1) United States Steel Corporation (NYSE: X) - We sold January out-of-the-money puts.
2) AT&T Inc (NYSE: T) - We sold January out-of-the-money puts.
IPO Opportunities
3) We bought A123 Systems Inc (Nasdaq: AONE) on 9/24 @ $19.37.
The Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending 9-25 is attached.
Lead Fund Manager
Investrio
Etcetera
Groupthink Inc., selling the crowd-pleasing notion of collective creativity...
Harry Dent has his own ETF now, ticker "DENT". September 16th was the 1st trading day...
Hedge fund-like ETFs, tickers "MCRO" and "QAI"...
Sunday, September 27, 2009
Sunday, September 20, 2009
Investors & Friends:
Here's a summary of our investment actions from the past week.
Option Strategies - Covered Calls
1) Our shares of American Axle & Manufacturing Hldngs Inc (NYSE: AXL) were called away on 9/11. Our position gained 157.7%.
Return calculation = ($2.50 strike price - $0.97 cost basis) / $0.97 cost = 157.7%
Long Stocks
2) We sold Google Inc (Nasdaq: GOOG) on 9/16 @ $484.38 for a 22.6% gain.
Return calculation = ($484.38 sale price - $394.95 buy price) / $394.95 buy price = 22.6%
3) We sold New Oriental Education & Technology Group Inc (NYSE: EDU) on 9/16 @ $75.37 for a -5.2% loss.
Return calculation = ($75.37 sale price - $79.50 buy price) / $79.50 buy price = -5.2%
The Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending 9-18 is attached.
Lead Fund Manager
Investrio
Here's a summary of our investment actions from the past week.
Option Strategies - Covered Calls
1) Our shares of American Axle & Manufacturing Hldngs Inc (NYSE: AXL) were called away on 9/11. Our position gained 157.7%.
Return calculation = ($2.50 strike price - $0.97 cost basis) / $0.97 cost = 157.7%
Long Stocks
2) We sold Google Inc (Nasdaq: GOOG) on 9/16 @ $484.38 for a 22.6% gain.
Return calculation = ($484.38 sale price - $394.95 buy price) / $394.95 buy price = 22.6%
3) We sold New Oriental Education & Technology Group Inc (NYSE: EDU) on 9/16 @ $75.37 for a -5.2% loss.
Return calculation = ($75.37 sale price - $79.50 buy price) / $79.50 buy price = -5.2%
The Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending 9-18 is attached.
Lead Fund Manager
Investrio
Sunday, September 13, 2009
Investors & Friends:
There is no new investment activity to report since our last weekly update.
The Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending 9-11 is attached. We added some new Internet resources.
Lead Fund Manager
Investrio
Etcetera
CNBC and Fortune profile the fastest growing companies around the globe...
China Investment Corporation looks to pile cash into U.S. real estate...
There is no new investment activity to report since our last weekly update.
The Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending 9-11 is attached. We added some new Internet resources.
Lead Fund Manager
Investrio
Etcetera
CNBC and Fortune profile the fastest growing companies around the globe...
China Investment Corporation looks to pile cash into U.S. real estate...
Tuesday, September 8, 2009
Investors & Friends:
There is no new investment activity to report since our last weekly update.
The Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending 9-4 is attached.
Lead Fund Manager
Investrio
Etcetera
In the New York Times Magazine Paul Krugman writes economists "will have to acknowledge the importance of irrational and often unpredictable behavior, face up to the often idiosyncratic imperfections of markets and accept that an elegant economic "theory of everything" is a long way off. In practical terms, this will translate into more cautious policy advice - and a reduced willingness to dismantle economic safeguards in the faith that markets will solve all problems."
There is no new investment activity to report since our last weekly update.
The Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending 9-4 is attached.
Lead Fund Manager
Investrio
Etcetera
In the New York Times Magazine Paul Krugman writes economists "will have to acknowledge the importance of irrational and often unpredictable behavior, face up to the often idiosyncratic imperfections of markets and accept that an elegant economic "theory of everything" is a long way off. In practical terms, this will translate into more cautious policy advice - and a reduced willingness to dismantle economic safeguards in the faith that markets will solve all problems."
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