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Strategies & Market Trends : Value Investing

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To: jayt who wrote (30633)4/11/2008 5:22:26 PM
From: Keith J  Read Replies (1) of 78673
 
No comment on TZIX fundamentally, but 7-8% potential arb return for 4-6 months is not great in my book.

You want value, but with some protection, take a look at taking positions and writing covered calls on:

- Gold miners such as Yamana, closed at 14.25 and can get 1.50 for the July 15s

- Dry bulk shippers such as Dryships, closed at 65.41 and can get 8.70 for the June 65s

Or undervalued (in my opinion) mining stocks such as QUA.TO.

KJ
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