Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (12728)	7/2/2001 1:37:00 PM
From: Dale Baker	Respond to of 78753

A mother's point of view - I was discussing the tax cut checks with my Mom from an investment point of view, and she reminded me that August is prime time for buying new clothes for kids headed back to school. My guess is $600 will buy a lot of jeans and sneakers. Who will get most of this loot? I am looking at KM calls based on valuation anyway but I am open to alternatives.

To: Paul Senior who wrote (12728)	7/2/2001 4:34:15 PM
From: Allen Furlan	Read Replies (1) \| Respond to of 78753

Paul and others interested in arbitrage. I have a position in mcdta long and mcdt short(options) which is working out very well. On the mcdta yahoo board a poster said why not arbitrage buying mcdata and selling brcd. Got to thinking, how about buying ntap and selling brcd 04 leaps (90 strike about 12 and ntap at 13.5). Same sector, both considered best of breed and brcd about 3 times the valuation based on financial ratios. My definition of value is high return and low risk and this kind of arbitrage would make sense to me. Has anyone ever read of any strategies for such arbitrage. Best to all.