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: Robohogs who wrote (55118)	3/30/2015 1:23:24 PM
From: Mattyice	Respond to of 78714

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!

To: Robohogs who wrote (55118)	3/30/2015 3:12:13 PM
From: dalroi	Read Replies (2) \| Respond to of 78714

well compared to 2000 we still are nowhere :-) i remember buying kdus t 3/16 a share per Ricks recomendation sold the last for 5 or so that was bubble stuff incy to 200 or so think we aint see anything yet also peeling a bit off the stachs :-) dont wanna hae a biotech 2 event where gains dropped fast after bubble deflated