Posts from ‘October, 2006’

I have been giving some thought lately on whether to invest in Intel, AMD (Advanced Micro Devices), both, or neither. I have an open position in Intel November 22.50 calls, but those will be expiring soon and I’m not sure what to do next.
AMD has always been the underdog in the home PC processor market. [...]

I recently finished reading Money Masters of Our Time by John Train. I read The New Money Masters a few years ago and loved it, so I decided to give this one a try as well. In Money Masters of Our Time, Train looks at the investment strategies of 17 of the world’s most successful [...]

I bought TASR calls for $2.65/contract on 7/26. The price of the stock was approximately $7.30 which puts intrinsic value of the option at $2.30 and about a .35 time premium for 5 months. The premium seemed low and TASR is a volatile and fundamentally attractive stock.
If you haven’t heard of Taser, I’ll give you [...]

I bought Omniture on 6/28 for $6.18/share, shortly after their IPO. I’ve used this company’s products and have seen the amazing impact it can have on how a web business can operate. I know there are a lot of sites out there that still are not taking advantage of web analytics and I really believe [...]

I bought Willamette Valley Vineyards (WVVI) on 9/18 at $6.10/share. I spent some time researching this company and, financially, it looked strong. I admit I know little about the wine industry, but it seems like a great company. They are small, approximately 100 employees.
They seem quite progressive in their environmental efforts, an interesting article was [...]

I bought Microsoft April 27.50 calls for 1.75/contract on 10/2. The stock was trading at $27.35 a share. Intrinsic value was zero, time premium was 1.75 for 6 months. Microsoft has traded in a range for years without any really significant catalysts. Their earnings continue to be strong, their position in the industry is still [...]

I sold WSSI on 9/31 for 11.98/share. I didn’t hold the stock for long. I did make a slight profit on it, but I had decided I didn’t know enough about the company and had plenty of exposure to the web analytics field with my holdings in Omniture (OMTR). I bought the stock without doing [...]

I sold my Intel Jan 2007 calls today for 4.40/contract. The option was deep in the money and had appreciated considerably since I purchased it. I was looking to get back some of the capital that was tied up in the contracts but wanted to maintain a long position so I sold the [...]

I bought Intel November 2006 20 calls for 1.95/contract. The thought behind this trade was to increase leverage buy buying additional contracts with the profits gained from the Jan07 17.50 calls which were deep in the money and tying up a large amount of cash.
Instrinsic value on the option was $1.70 so I paid $0.25 [...]