Cats, I am straying away from bonds as i think interest rates will rise sharply within the next 5 years.
Here's some picks.
GLD - (Irresponsible government fiscal policy drives this. Battle it with GLD. Deep ITM Calls + Call Spreads + Buying otm call LEAPs)
CLNE - (Long term hold)
IOC - (Very good covered call stock)
POT - (Very good covered call stock)
MOS (Very good covered call stock)
SGY - (40s by year end)
DANG - (Buy on the panics, sell on the manias)
AMZN - (Long term hold)
SD - (Long term hold)
PXP - (Long term hold)
TBT - (I think interest rates will rise dramatically over the next 5 years. Historic lows right now, inflation is here and will compond. Bernanke will have to raise rates.)
AAPL - (Should be 600-700 stock within 17 months)
RMBS - (They have a case, which should be ruled per se very, very soon IMO. Risky, either below 10 dollars or above 25. Playing this by owning the common, and buying puts and calls)
F - (Love their cars + management great future ahead)
MSFT - (Windows phone rocks, smart phones are the future)
C - (Bought around 40)
BAC - (I recently bought at 9.70)
GSVC - (Has Facebook shares and emerging ipos, should be 25+ soon)
My risky as hell pharmas
DCTH - (Bought low 5s,)
BPAX - (Bought in 2s, has a large line of products along with woman viagra lol)
KERX - (My largest pharma position)
what do you think about ANX??
The PDUFA is set for 9/1/11.
It has dipped to $3.00 recently and now might be the time to buy as IMO.
Once the 1st week of August hits, ANX should trend right back up. BTW, I am looking into BPAX and also APRI....
Thanks in advance
How about LNG cheniere energy. I totally buy the theory that we will indeed export our nat gas as liquid nat gas and LNG stands to profit huge along of course with chesapeAke. Exxon. Chevron. Shell all hVe bought in big nat gas acreage just like the buyer of petrohawk.
I like gmxr too
Sgy. Atpt. Sd. Pxp. LNG. Chk. F. C. Bac. Ge Vz. Good divis