Disqus - Latest Comments for the_madhatter

Re: I’m Getting Wet

madhatter — Sun, 01 Jun 2008 23:34:55 -0000

yup right on. although not energy related, clean water is one of my "world of shortages" theses.... not water in general... *clean* water is obviously the key. investment theses with longer term timeframes are definitely energy-centric. wind, solar, nuclear, nat gas etc. i'd add oil in there just because you and i both know its not going anywhere anytime soon... PBR just because that company will be huge. RIG because the only place to go for oil next is deepwater and they have a practical monopoly. could even pick up some smaller cap drillers like PDE or NE for takeover targets. could even go for some SU for their niche in the oil sands. also, i'd add in the general infrastructure plays as well. many of the companies like FLR, FWLT, JEC are already heavily involved in energy infrastructure. FLR just signed a big nuclear contract i believe. these companies have billions of dollars lined up in contract backlogs, its ridiculous.

global energy, global growth, global build-out.

Re: 2008 IPO Draft: ERII

madhatter — Fri, 30 May 2008 14:43:07 -0000

interesting, will have to keep an eye on it and see where it prices/trades

Re: Daily Dopeness - StockTweets User Opinion Poll

madhatter — Thu, 29 May 2008 13:45:13 -0000

i'd vote for an additional bot that we can choose to follow. because, after all, a lot of people are already following those who post $ tweets. so you'd be getting the message twice and it would clog things up. just my opinion, but i'm sure there's people out there who want the info.

so i'd say adding a different bot would allow people to choose whether or not they want an aggregation of all the $ tweets.

Re: Greatest Hits: Taking a Trade Start to Finish - Blog - Jeff Kohler the Option Addict | Stock and Options Trading

madhatter — Thu, 29 May 2008 00:43:30 -0000

yea adjusting your trend lines a little bit can mean the difference between staying in or getting booted from a trade. usually with trend trades, i like to give them more room to run and would thus draw the trend line on that chart from the lows of the day on each candle, rather than the closing prices. so you still have a clear defined stop, but you just give it a tiny bit more flexibility

Re: Weekly Watchlist - Blog - Jeff Kohler the Option Addict | Stock and Options Trading

madhatter — Tue, 27 May 2008 14:36:24 -0000

not jeff but even though the pullback showed signs of distribution with heavy volume, i like it around $80 (simple ma) or $85 (exponential ma). not to mention, you've got the march peak acting as support now too.

the spot rates/baltic dry index has been screaming higher. DRYS operates a ton of its contracts on the spot rate, which means this next earnings report will be through the roof. and, if you consider that last report wasn't bad at all whatsoever, and they didnt even have the ridiculously high rates they have now. obviously some of that is already priced in with the big move DRYS has made. but, its also made a huge retracement in the span of a week. i like it here

Re: Bubble Bubble Toil & Trouble

madhatter — Tue, 27 May 2008 13:45:47 -0000

yup yup agree. even if the trend were to reverse here, it would then provide an excellent buying opportunity once things settle down. the drillers are still great longer term investments because, it seems as if higher oil will be higher for the long haul. and, numerous drillers will print money as long as oil trades above $70.

fyi, my blue ridge work is posted as well if you want to take a peek: http://marketfolly.blogspot... would love to hear about griffin's class at UVA etc. email me when you get a chance: madhattertrader@gmail.com

Re: I Have an Idea & I’m Taking Names: A Fund Run By Bloggers

madhatter — Wed, 21 May 2008 11:25:44 -0000

that could work. i like the alpha emphasis.

Collective Alpha? somethin about the sum of different people's ideas.

just brainstorming here. collective, joint, bilateral. beats me haha not my strong suit, let's get some more input

Re: I Have an Idea & I’m Taking Names: A Fund Run By Bloggers

madhatter — Wed, 21 May 2008 11:13:38 -0000

i'd probably say investopedia, they allow shorting of individual stocks right? marketocracy does not

Re: I Have an Idea & I’m Taking Names: A Fund Run By Bloggers

madhatter — Wed, 21 May 2008 10:50:41 -0000

ya know, that makes sense. i mean why not? count me in. i say we set up an account at marketocracy or somewhere like it (prob not there just bc its mainly for mutual fund setups and i don't think you can short individual names). and then a blog like you were saying for all the paper trading. link to my blog: http://marketfolly.blogspot...

Re: Bad News... - Blog - Jeff Kohler the Option Addict | Stock and Options Trading

madhatter — Tue, 20 May 2008 19:32:14 -0000

well if you read my profile, it says on there that i only use that portfolio for random speculation (ie: doing trades I would never do in real life) just so i could compare them to my real life trades. after all, its a fake money portfolio for trying crazy things, so that's exactly what i use it for. lots of people on there fail to read that blurb on my profile haha

Re: Bad News... - Blog - Jeff Kohler the Option Addict | Stock and Options Trading

madhatter — Tue, 20 May 2008 15:49:23 -0000

wait until it falls back to low 90's, high 80's. should go lower based on volume, etc

Re: Who Will Oil Companies Buy?

madhatter — Mon, 19 May 2008 13:54:47 -0000

I'm expecting lots of consolidation in the drilling space, most likely mergers or some smaller drillers (PDE NE ATW ESV HERO) could get gobbled up by larger ones (RIG DO).

Re: Market Commentary - Blog - Jeff Kohler the Option Addict | Stock and Options Trading

madhatter — Sun, 18 May 2008 20:26:21 -0000

ah i meant buying UNG itself, not calls on it. but, yea definitely the chart looks like its time for some pullback

Re: Long NYX - Blog - Jeff Kohler the Option Addict | Stock and Options Trading

madhatter — Thu, 15 May 2008 14:49:53 -0000

not jeff but its a damn good name for longer term investing. institutional money will be all over this dip.

Re: Long NYX - Blog - Jeff Kohler the Option Addict | Stock and Options Trading

madhatter — Thu, 15 May 2008 13:57:46 -0000

hard to gauge if its going to breakout this time or if it needs one last leg down, narrowing the triangle even more.

Re: Selecting Your Strike - Blog - Jeff Kohler the Option Addict | Stock and Options Trading

madhatter — Thu, 15 May 2008 13:42:39 -0000

interesting... so you think there's another leg down before the eventual re-test and breakout.

Re: Selecting Your Strike - Blog - Jeff Kohler the Option Addict | Stock and Options Trading

madhatter — Thu, 15 May 2008 13:36:57 -0000

yes if youre long you want to see low volume pullbacks. good sign

Re: Selecting Your Strike - Blog - Jeff Kohler the Option Addict | Stock and Options Trading

madhatter — Thu, 15 May 2008 13:36:29 -0000

yup, exact same charts on all the brazilian banks. BBD ITU

Re: Selecting Your Strike - Blog - Jeff Kohler the Option Addict | Stock and Options Trading

madhatter — Thu, 15 May 2008 12:06:42 -0000

DSX reported great earnings

Re: Market Commentary - Blog - Jeff Kohler the Option Addict | Stock and Options Trading

madhatter — Thu, 15 May 2008 12:03:30 -0000

you could honestly keep UNG as an investment more than a trade. Boone Pickens has been big on nat gas lately and thinks it goes higher in the summer, and even more-so if we get hurricanes.

Re: New Update Coming Shortly... - Blog - Jeff Kohler the Option Addict | Stock and Options Trading

madhatter — Wed, 14 May 2008 12:46:56 -0000

yup, always a good idea. take some profits and then tighten up stops on the rest.

Re: I'm On Fire.... - Blog - Jeff Kohler the Option Addict | Stock and Options Trading

madhatter — Tue, 13 May 2008 15:51:22 -0000

yea seems weak. they've got earnings coming up hmm

Re: I'm On Fire.... - Blog - Jeff Kohler the Option Addict | Stock and Options Trading

madhatter — Tue, 13 May 2008 15:50:56 -0000

like what I see as well... breakout-pullback scenario. ITU, BBD, EWZ... all the brazilian names pretty much look like this. should be a good play

Re: I'm On Fire.... - Blog - Jeff Kohler the Option Addict | Stock and Options Trading

madhatter — Tue, 13 May 2008 14:45:53 -0000

yea you've got develop your own system. but, for what its worth, i like the space and they should have some decent numbers at the very least. do the "safe" thing and just sell 1 contract, reduce your position by 50%. takes some risk off the table but still lets you taste any possible blowout

Re: Once...Twice...Three Times; Maybe. - Blog - Jeff Kohler the Option Addict | Stock and Options Trading

madhatter — Mon, 12 May 2008 16:15:05 -0000

yup, love shorting GLD on a break down past 86