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Strategies & Market Trends : Value Investing

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To: Robohogs who wrote (55118)	3/30/2015 1:23:24 PM
From: Mattyice	of 78744

You may be right, and there is no guidebook but its a small basket in my portfolio and these bubbly situations have generated considerable returns for me over the past 5 or 6 years. I also have a very small basket on several canadian banks I am short - I feel less confident in this space but it also feels like decent value considering current environment that we have discussed on this thread. I'm finding little opportunity long wise other than a few emerging markets and mining stocks. The put contracts on 2017s are relatively cheap and I consider decent value.. implied volatility in the 20s is what i paid (or at least was.. things might have changed over the last week or so). It's always conflicting to be short and long things.. Its a struggle i have internally all to often and always assume i'm going to be wrong but im uncomfortably comfortable with the risk/reward. ....... HELLO!

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