Surf's Special Situation Journal

Discussion in 'Journals' started by marketsurfer, Aug 4, 2012.

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  1. Fah Q

    Fah Q

    and getting uglier
     
    #151     Sep 6, 2012
  2. Was it not a price driver analysis? Or is it a macro analysis?

    Because if you are down $3, the price drivers seems to be driving price opposite of your analysis.
     
    #152     Sep 6, 2012
  3. Fah Q

    Fah Q

    opportunity cost of capital is not important i guess
     
    #153     Sep 6, 2012
  4. Stepping in here, shorting same size at 27.90 to increase break even level.

    Yes, it is a price driver trade but these particular inputs are obviously early.

    surf
     
    #154     Sep 6, 2012
  5. Proper position sizing relevant to goals/account size should never allow short term opportunity cost to be a factor in holding a position for the drivers to activate. we are not day traders.

    surf
     
    #155     Sep 6, 2012
  6. Brass

    Brass

    Well, I wish you luck, even though it would appear that you favor buy and fold, so to speak. How long have you been holding the position now?
     
    #156     Sep 6, 2012
  7. Fah Q

    Fah Q

    where is the stop?
     
    #157     Sep 6, 2012
  8. Stops are for weak hands, nervous nellys and over leveraged pikers. I'll close the position when/if the underlying logic changes. surf
     
    #158     Sep 6, 2012
  9. Brass

    Brass

    What percentage of your account equity are you willing to let the position go against you before you reconsider, drivers notwithstanding?
     
    #159     Sep 6, 2012
  10. jcp move up from mid july is pretty strong. although i think medium term top somewhere up here is good, we'll probably get more sideways than down for a while.
     
    #160     Sep 6, 2012
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