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Strategies & Market Trends
Portfolio Construction

An SI Board Since December 2005

Posts	SubjectMarks	Bans
1964	37	0

Emcee: Paul Chiu	Type: Moderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
39	Of course we can, it's just that there are none of the tax advantages for ot	Paul Chiu	-	1/13/2006
38	Why can't your family participate? 2K a year in GOOG, if your kids are youn	Sam Citron	-	1/13/2006
37	Oh, one of those. Another think the liberals in Washington made so that my fami	Paul Chiu	-	1/13/2006
36	You should google "Coverdell ESA". I'm afraid I may misrepresent i	Sam Citron	-	1/13/2006
35	Covered wrote 2 contracts at 25.30 for those Feb 480 Calls. Generated for me $5	Paul Chiu	-	1/12/2006
34	Don't hate me, no one knew back in 2004 for sure.... I had 44% of the share	Paul Chiu	-	1/12/2006
33	Paul, Did you put on the hedge today? If so, let me know how it works out for y	Sam Citron	-	1/12/2006
32	You got the GOOG IPO? I <i>hate</i> you. ;-) What proportion of th	Sam Citron	-	1/12/2006
31	since i was allocated an odd number of IPO Shares, I'll most likely cover wr	Paul Chiu	-	1/12/2006
30	Are you considering writing calls against the total number of GOOG shares in you	Sam Citron	-	1/12/2006
29	<i>Let's say, for the sake of argument, that your forecast is accurate	Paul Chiu	-	1/12/2006
28	<i>a pause by Friday or sooner is very likely</i> Let's say, fo	Sam Citron	-	1/12/2006
27	First, look at this very closely. I did not meticulously write those numbers on	Paul Chiu	-	1/11/2006
26	<i>Sequential counts on all indexes at 7-0 Sell</i> Could you elabo	Sam Citron	-	1/11/2006
25	Sam, now that you mentioned it, I never did get GOOG's annual proxy or repor	Paul Chiu	-	1/11/2006
24	<i>GOOG is growing more and more away from the founders. Is this more a wo	Sam Citron	-	1/11/2006
23	I keep thinking about this too. AAPL was going nowhere before Jobs came, then i	Paul Chiu	-	1/11/2006
22	Yes, but what was AAPL's alpha 2 years ago? And what will it be in 2008? I h	Sam Citron	-	1/11/2006
21	AAPL's alpha at 1.80 You have to grab some muni or corporate short term pape	Paul Chiu	-	1/11/2006
20	Well, not quite perfectly correlated, but I get your point, Paul. You can go to	Sam Citron	-	1/11/2006
19	Sam, just do a regression analysis of the 2 since GOOG's IPO and you'll	Paul Chiu	-	1/11/2006
18	<i>R2 and the Greeks for GOOG and AAPL are nearly identical.</i> Ca	Sam Citron	-	1/11/2006
17	Sam, I too do this full time, as I retired from Wall Street back in 2001. This	Paul Chiu	-	1/11/2006
16	Hi Paul, BRKA and BRKB shareholders get other benefits as well, like GEICO disc	Sam Citron	-	1/11/2006
15	Sam, Let me address (5) right away. Your BRK/b is a great idea for this. No di	Paul Chiu	-	1/11/2006

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