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: tonychen2016 who wrote (64496)	8/5/2020 2:46:08 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78697

tonychen. Sorry, not understanding your question. Portfolio of large size? Do you mean large in $$$ or large in number of stocks held, or both? What are "high returns" that you are referring to? High stock market returns, high returns on equity, high profit margins?

To: tonychen2016 who wrote (64496)	8/5/2020 3:13:56 PM
From: Madharry	Read Replies (1) \| Respond to of 78697

I m not sure what you mean about financials being doubtful. insurance companies are one of the most scruitanized types of companies out there because of the insurance regulators who have to make sure companies have sufficient reserves to pay claims. I purchased more aig today and sold one month call against it. either I pick up a 5% one month return or I own the stock at $28.50. I am ok with either of those outcomes. I Listen to conference calls on gpor and stwd and read the transcript fo amcx which took a prety good hit today. the stwd conference call really inspired confidence. happy to own a big chunk at lower levels and collect the nice distributions. . gpor confrence call was a bit bizarre. they did not field any questions. threw in something about them having to add a going concern note to to 10Q because of concerns about lining up bank financing because of bank cutbacks in loans to the industry. at the same time they were saying that they had hedge quite a bit of their 2020 gas production at $2.78 which is pretty good. the going concern issue is probably why the stock is tanking again. that an probably an unhappiness with management that probably does not address shareholder concerns adequately. I suspect that that they are doing this to sweeten the management incentive pot. if natural gas prices recover as i expect this stock will be multibagger from these levels but there is risk here. I