jmclarty
Location:
Toronto, Ontario
Website:
http://www.jeffreymclarty.com/jm
Bio: Engineer. CFA Candidate. Quant based (equity and commodity) derivatives trader. Capitalist Now, Philanthropist Later.
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jmclarty
Water ETFs: Will they Be Blue Gold? http://bit.ly/RGPeG
$PHO -> No, The rest -> Maybe
Jul. 12 at 9:40 AM
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jmclarty
You too can have a 72x company if you can buy $400M in computers and mortgage 25% of it. I see $RAX ending like $CROX. Enjoy the ride.
Jul. 4 at 2:32 PM
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jmclarty
4.7M page views in 2 hours ala $RAX http://bit.ly/GQ0QV
@howardlindzon
Jul. 4 at 2:18 PM
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jmclarty
@howardlindzon w.r.t. $RAX ...I (and probably Ralph Wagner) would rather own the names who benefit from cloud computing. So, who's that?
Jul. 4 at 2:09 PM
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jmclarty
I like $ERII as a self contained proxy for water, OPEC oil revs, and hedged for USD deval...rolled into 1. Competitive forces are high, fwiw
Jun. 30 at 11:59 PM
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jmclarty
@hedgieguy I think, you're where I was, a year ago. ;) $PHO - sucks. Check out Janney's Indexes. Best of the 8 H2O indexes I watch.
Jun. 30 at 11:13 PM
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jmclarty
It does not surprise me that $PHO is on par with $SPY YTD ...Certainly don't mistake that ETF for the same as pure play equity.
Jun. 30 at 11:00 PM
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jmclarty
@BullishBeauty That said, for pumps take a look at $CFX ...and for EPC, starting with looking at $VE and hyflux couldn't hurt.
Jun. 25 at 10:21 PM
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jmclarty
@wind4me Surviving? I'm THRIVING brother...I'm way underweight equities, and am pumped to get a second chance at Vestas, $FSLR, et al
Jun. 22 at 11:03 PM
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jmclarty
Happy to see $NLC come back to $15. I was beginning to think I was going to get left behind, as I sold on the way up. I'll be bidding soon.
Jun. 22 at 10:40 PM
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jmclarty
$BCE kicking up a storm, pun intended, with new Canadian $RIMM offer. Not sure if the news is stale tho...
Jun. 22 at 10:38 PM
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jmclarty
Got $MSFT Win 7 Installed, on a new box. $INTC 3Ghz Core 2 Quad + 4Gb DDR3, $NVDA GTX 260 896Mb, $NVDA 1.6Ghz FSB Mobo. Impressed w/ All!
Jun. 22 at 10:24 PM
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jmclarty
Its always a good time to sell calls on $ZN_F @stevenplace. ...or $ZB_F for that matter. I sold some today, infact.
Jun. 22 at 10:16 PM
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jmclarty
@Psando But, like most equity issues from co.'s who will survive this business cycle, $ITRI is likely cheap now. Be sure to check out $BMI 2
Jun. 9 at 1:17 AM
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jmclarty
@Psando I fear their business model will reach a saturation point, which makes their cashflows finite and possible to out-innovate. $ITRI
Jun. 9 at 1:13 AM
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jmclarty
NO, I'm not looking for different ways to arb $UNG / $NG_F ...people keep asking me if there is a way. Just stop it.
Jun. 7 at 10:59 PM
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jmclarty
There is 0% chance of being able to profit from seasonal changes in the spot price of NG, especially with $UNG, derivatives or otherwise.
Jun. 7 at 10:52 PM
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jmclarty
@wind4me I looked at Lindsay in '08, and it looked expensive to me. I should take another look now. $LNN
Jun. 7 at 10:01 PM
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jmclarty
@SellPuts ...keep your OTM $DNDN options. haha. Lottary tickets are not how I roll.
Apr. 29 at 1:13 AM
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jmclarty
I have no position in $DNDN BTW. Never touched it. I prefer actually playing with fire.
Apr. 29 at 1:09 AM
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jmclarty
As of the the close, $DNDN has about $284M in equity derivatives open. $1B company. That's gotta be some sort of $/MCap record.
Apr. 29 at 1:06 AM
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jmclarty
Who bot the 119 $DNDN $1 strike May puts today, and how are there 40000 $2.50 strike contracts, still open?
Apr. 29 at 12:53 AM
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jmclarty
$DNDN is the largest cap penny stock I know of. More fingers burnt on that one than a stove with 2 hands on it. IV/HV has been epic.
Apr. 29 at 12:51 AM
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jmclarty
*off...I meant "shruff off". ||||||||| "we began seeing some improvement in Water Services end markets late in the quarter" $NLC
Apr. 28 at 11:21 PM
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jmclarty
Oh, BTW, the $NLC results came out tonight. I wonder if investors will shrugg of the 8.3% loss due to FX, and treat these as good results?
Apr. 28 at 11:18 PM
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jmclarty
$TTEK OOps, I mean tomorrow...they announce tomorrow.
Apr. 28 at 7:05 AM
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jmclarty
$TTEK announces earnings tonight, and since I now work there, I can't exactly comment online about it.
Apr. 28 at 7:04 AM
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jmclarty
http://chart.ly/674n6d $SPY - The EPS estimates for the S&P over the last 2 weeks.
Apr. 26 at 11:26 AM
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jmclarty
This may come as a shock to you, but I haven't touched $SRS like I planned. Good thing. I'm just lucky I got distracted from the trade.
Apr. 23 at 8:13 PM
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jmclarty
@StevenPlace check out $WIN crazy O.I. imbalance, low I.V. ...I suspect, a great opportunity for a straddle on the front month.
Apr. 23 at 7:30 PM
