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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Knighty Tin who wrote (28452)5/23/1998 10:16:00 AM
From: Skeeter Bug  Read Replies (1) | Respond to of 132070
 
mike, what kind of commishes do you pay on your options? say, avg per contract.



To: Knighty Tin who wrote (28452)5/23/1998 4:55:00 PM
From: Night Trader  Read Replies (1) | Respond to of 132070
 
Mike, Here's an interesting post comparing INTC and AMAT that you might have a comment on:

Message 4573535

Do you still have puts out on AMAT (or Intel for that matter)?



To: Knighty Tin who wrote (28452)5/23/1998 5:07:00 PM
From: doniam  Read Replies (1) | Respond to of 132070
 
Mike, Do you follow and if so would you comment on TLSP?
MarcoWorld has it as a short at 9 5/8 with a near term objective of
8 1/4 and four months 5 13/16
Would also appreciate any comments on that service. I'm having some trouble getting a handle on how to really use it
Thanks
-Don



To: Knighty Tin who wrote (28452)5/26/1998 1:08:00 AM
From: S. maltophilia  Read Replies (4) | Respond to of 132070
 
Agrred. I've been accumulating a pile of puts lately, though in a regular account. Sort of a 90/10. I don't know that I put as much effort in finding a place for a few puts as I do in finding a stock to go long, especially in these tulip trading times.

Here's what I think I know to be some good put issues. Needless to say, chances are I'll eat many of them, but they looked good at the time<g>. Buy lots of time, leaps if possible:

CVC. One of the ugliest balance sheets in history. They only have "earnings" when they sell an asset. They have some cash flow but to analyze the stock without considering the servicing of a $5billion debt is absurd.

KR Kroger the grocery chain, trading at twice the price of a year ago. If all goes gangbusters for the next several years they will achieve worthlessness. In the meantime, one mis-step and their debt can kill them. And why do they have to offer triple coupons to generate traffic?

CD Cendant was bery bery good to me last month. Maybe they can do it again.

BKS There's a big pile of books in the other room by my easy chair that I could be catching up on instead of this thread. Most of then came from Amazon, the rest from B&N and Border's remainder tables, a profitable business for them that will slow as publishers are coming out with less titles. Besides, those assholes insisted on charging me a sales tax last time I bought a Barron's there <no g>

MSFT. There's a lot of air there. Someday....

KO,G. Very little growth at a completely unreasonable price.

AZA. I know you like this one, but I don't--not @ $50. Nothing there looks like $4 billion to me

AEOS. Just another mall storee selling boring clothes and overpriced shares. Guess the next fashion trend wrong and they could be the next MGR.

YSII. Boot camps for juvenile delinquents. Pretty disgusting way to try to squeeze an ever increasing profit. Will they get it from taxpayers or will the little brats be making license plates or maybe sneakers?

WCOM. Everyone loves this little darling, especially the three little pigs in last week's Barron's. The last time a group of telecom touts agreed on anything there, it was to avoid AT&T. It was at 31 then and promptly went to 50+.

IBM, GTW, CPQ. We all know why. The only question is when.

All FWIW.