SI
SI
discoversearch

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: jayt who wrote (30633)4/11/2008 4:25:47 PM
From: Paul Senior  Respond to of 78687
 
TZIX. Looks okay to me. I see no negatives. I'll consider if I want to play and for how much.



To: jayt who wrote (30633)4/11/2008 5:22:26 PM
From: Keith J  Read Replies (1) | Respond to of 78687
 
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


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News