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To: Keith J who wrote (166117)3/23/2012 12:59:45 PM
From: Bearcatbob  Respond to of 206200
 
Thanks Keith, For awhile in the 2nd half things looked really good - but only for awhile. Feeling a bit bummed today - not to mention tired.

I will look at STX.

I continue to like PVA. I got some shares yesterday at 4.85 and sold the calls today when it ran to 5. If I can get called away I will get the call premium and a bit of cap gain.

Bob



To: Keith J who wrote (166117)3/23/2012 1:04:18 PM
From: Mark Mandel  Read Replies (1) | Respond to of 206200
 
RE: STX.. would you trade the BPS or try to hang on for it to go worthless? Reason why I ask is earnings are expected to come out prior to expiration day.



To: Keith J who wrote (166117)3/23/2012 1:47:57 PM
From: Bearcatbob  Read Replies (2) | Respond to of 206200
 
STX made a huge jump from 20. I assume they benefitted from the Thai floods. Will that benefit last?