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02-Jul-07
This account is largely a hard asset play and serves as a hedge for other dollar denominated securites held elsewhere. It uses options to increase the exposure to longs (SA) and buy -writes for income ( COP ). I plan to create a more balanced account with Hard Assets, Value plays and other alternative assets.
Posted at 20:09 in Market Report | Permalink | Comments ()
Well positioned Canadian Gold producer. Owns importatnt operations with cheap costs , its ikely a take over candidate and located in North America, instead of Venez or Russia.
Tagged Stocks: SA
Posted at 19:59 in Holding Rationales | Permalink | Comments ()
Love the Fiber Optic build out. I personally have the total FIOS package of internet / hdtv / local +long distance phone. I think its a great service.
Tagged Stocks: VZ
Posted at 19:53 in Holding Rationales | Permalink | Comments ()
Combination hard asset and dividend play.
Tagged Stocks: TYY
Posted at 19:50 in Holding Rationales | Permalink | Comments ()
Hard asset play. Love the Tar Sands story.
Tagged Stocks: SU
Posted at 19:45 in Holding Rationales | Permalink | Comments ()
Stock from a former employer, tendered to company for peanuts. Not a good position, may be sometime before it gets properly removed as company in bankruptcy.
Tagged Stocks: RFXCQ
Posted at 19:44 in Holding Rationales | Permalink | Comments ()
Great franchise, making a comback.
Tagged Stocks: MCD
Posted at 19:40 in Holding Rationales | Permalink | Comments ()
Commodity / hard asset play. I believe COP to be possibly the best Oil Stock.
Tagged Stocks: COP
Posted at 19:26 in Holding Rationales | Permalink | Comments ()
Multi year bull market which hasn't taken out prices of the 1980's. I believe Gold could trade above $ 1,000 OZ in the next 3 years. This position also hedges against my dollar risk in this and other portfolios.
Tagged Stocks: GLD
Posted at 19:23 in Holding Rationales | Permalink | Comments ()
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