For those that believe it's time to load the boat with PM's it's time to start following, discussing, and highly leveraged situations in the sector. Since many stocks themselves are so leveraged, they as well as warrants are fair game for discussion, especially where one thinks drilling or other news may be used to show a mispricing of the stock. My contribution will be to try and keep a spreadsheet of as many warrants as possible on companies the thread participants DEEM WORTH OWNING IN THEIR OWN RIGHT, including some pricing commentary. It should be noted that warrants aren't worth owning no matter how cheap if the underlying company doesn't perform. Anyone wanting a warrant included in the spreadsheet please make a separate post with the name of the underlying and the warrant particulars... expiration date, strike [conversion] price and any other information... I myself will stick to companies widely believed to be good value over on the PM thread and CC's newsletter or any other sources shown to be valuable. Also fair game is discussion of derivatives in general.
Great, load the boat!!
DAK |
