Investors & Friends:
Here's a summary of our investment actions from the past week.
Option Strategies - Covered Calls
1) United States Natural Gas Fund LP (NYSE: UNG) - Our Jan '12 calls reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 8/16/10.
2) ProShares UltraShort Russell 2000 (NYSE: TWM) - Our Apr '11 calls reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 12/2/10.
Option Strategies - Naked Puts
3) Berkshire Hathaway Inc (NYSE: BRK/B) - Our Jan '12 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 9/7/10.
Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending January 28, 2011.
Click here for upcoming IPOs.
Lead Fund Manager
Investrio
Sunday, January 30, 2011
Sunday, January 23, 2011
Investors & Friends:
Here's a summary of our investment actions from the past week.
Option Strategies - Naked Puts
1) Qualcomm Inc (Nasdaq: QCOM) - Our January puts, that we sold, expired. The date we opened the trade was 10/1/10.
2) Cisco Systems Inc (Nasdaq: CSCO) - Our January puts, that we sold, expired. The date we opened the trade was 4/22/10.
3) Apollo Group Inc (Nasdaq: APOL) - Our January puts that we sold, expired. The date we opened the trade was 3/24/10.
Option Strategies - Covered Calls
4) Infinera Corp (Nasdaq: INFN) - Our January calls reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 6/17/10.
Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending January 21, 2011.
Click here for upcoming IPOs.
Lead Fund Manager
Investrio
Here's a summary of our investment actions from the past week.
Option Strategies - Naked Puts
1) Qualcomm Inc (Nasdaq: QCOM) - Our January puts, that we sold, expired. The date we opened the trade was 10/1/10.
2) Cisco Systems Inc (Nasdaq: CSCO) - Our January puts, that we sold, expired. The date we opened the trade was 4/22/10.
3) Apollo Group Inc (Nasdaq: APOL) - Our January puts that we sold, expired. The date we opened the trade was 3/24/10.
Option Strategies - Covered Calls
4) Infinera Corp (Nasdaq: INFN) - Our January calls reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 6/17/10.
Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending January 21, 2011.
Click here for upcoming IPOs.
Lead Fund Manager
Investrio
Sunday, January 16, 2011
Investors & Friends:
There is no new investment activity to report since our last weekly update.
Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending January 14, 2011.
Click here for upcoming IPOs.
Lead Fund Manager
Investrio
There is no new investment activity to report since our last weekly update.
Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending January 14, 2011.
Click here for upcoming IPOs.
Lead Fund Manager
Investrio
Sunday, January 9, 2011
Investors & Friends:
Here's a summary of our investment actions from the past week.
Option Strategies - Naked Puts
1) Target Corp (NYSE: TGT) - We sold Jan '12 $25.00 puts. On Thursday Target was down almost 7% after it said same-store sales increased only 0.9% in December, falling short of analysts' estimates. Many retailers missed analysts' expectations for the holiday month's same-store sales. Retailers appear to have overestimated the spending momentum of consumers, delivering December sales numbers that show the economy is still in a poor condition, or at best in a slow recovery mode. Target's Great Recession low was $24.40 on 3/2/09.
Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending January 7, 2011.
Click here for upcoming IPOs.
Lead Fund Manager
Investrio
Here's a summary of our investment actions from the past week.
Option Strategies - Naked Puts
1) Target Corp (NYSE: TGT) - We sold Jan '12 $25.00 puts. On Thursday Target was down almost 7% after it said same-store sales increased only 0.9% in December, falling short of analysts' estimates. Many retailers missed analysts' expectations for the holiday month's same-store sales. Retailers appear to have overestimated the spending momentum of consumers, delivering December sales numbers that show the economy is still in a poor condition, or at best in a slow recovery mode. Target's Great Recession low was $24.40 on 3/2/09.
Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending January 7, 2011.
Click here for upcoming IPOs.
Lead Fund Manager
Investrio
Sunday, January 2, 2011
Investors & Friends:
There is no new investment activity to report since our last weekly update.
Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending December 31, 2010.
Click here for upcoming IPOs.
Lead Fund Manager
Investrio
Etcetera
1a) Machines have largely taken over stock market trading, creating a new technological order affecting nearly everyone who owns shares of stock or mutual funds. Click here.
1b) Direct Edge Says IPO Possible After Exchange Status. Click here.
2a) "Luck is what happens when preparation meets opportunity."
-- Seneca
2b) "Develop a daily routine, a daily discipline. Write it down, and follow it everyday. This way you won't miss an opportunity, and you will know what to do to quickly capitalize on it. This is how you make your luck."
-- Lead Fund Manager, Investrio
There is no new investment activity to report since our last weekly update.
Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending December 31, 2010.
Click here for upcoming IPOs.
Lead Fund Manager
Investrio
Etcetera
1a) Machines have largely taken over stock market trading, creating a new technological order affecting nearly everyone who owns shares of stock or mutual funds. Click here.
1b) Direct Edge Says IPO Possible After Exchange Status. Click here.
2a) "Luck is what happens when preparation meets opportunity."
-- Seneca
2b) "Develop a daily routine, a daily discipline. Write it down, and follow it everyday. This way you won't miss an opportunity, and you will know what to do to quickly capitalize on it. This is how you make your luck."
-- Lead Fund Manager, Investrio
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