1 845 Spoke with my RE agent last night. She said she was in a 12 person bidding war last week. Went for $128K over the ask, which was $369K. $$ Tue Jul 14 11:46:54 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2630924451 12293152 web Toronto home prices UP YoY 2%. June was best month, since record keeping began in the 60's. New listings down 17%, 30% fewer for sale. $$ Mon Jul 13 03:40:27 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2608584282 12293152 web @theEquilibrium In every one of my positions i'm holding, I've got theta and vega sold short to the max. Sideways, would be great. $$ Mon Jul 13 03:35:44 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2608523037 12293152 web ~270 Publically listed water-related companies, have outperformed the MSCI World Index over the past 5 yrs, Tot Mkt Cap = $200-$300B. $$ Sun Jul 12 13:44:38 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2598481210 12293152 web Water ETFs: Will they Be Blue Gold? http://bit.ly/RGPeG $PHO -> No, The rest -> Maybe Sun Jul 12 13:40:08 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2598442750 12293152 web PHO @StevenPlace Only reason it has gone against me, is excessive (without enough hedge) risk aversion, IMHO. $$ Sat Jul 11 14:34:10 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2584186672 12293152 web @StevenPlace I'm in what I call the "global reflation, dometic stagnation, hedged against flight to safety" trade. $$ Sat Jul 11 14:32:42 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2584171283 12293152 web Hypothesis: The lack of fixed income strength suggests commodities are correcting for equity earning forecasts/models. Finally. $$ Tue Jul 07 02:23:08 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2507322936 12293152 web 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. Sat Jul 04 18:32:24 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2472354347 12293152 web CROX RAX 4.7M page views in 2 hours ala $RAX http://bit.ly/GQ0QV @howardlindzon Sat Jul 04 18:18:22 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2472195637 12293152 web RAX @howardlindzon w.r.t. $RAX ...I (and probably Ralph Wagner) would rather own the names who benefit from cloud computing. So, who's that? Sat Jul 04 18:09:22 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2472093205 12293152 web RAX 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 Wed Jul 01 03:59:04 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2415110719 12293152 web ERII @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. Wed Jul 01 03:13:57 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2414544322 12293152 web PHO 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. Wed Jul 01 03:00:33 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2414369315 12293152 web PHO SPY @BullishBeauty That said, for pumps take a look at $CFX ...and for EPC, starting with looking at $VE and hyflux couldn't hurt. Fri Jun 26 02:21:39 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2337602854 12293152 web CFX VE @wind4me Surviving? I'm THRIVING brother...I'm way underweight equities, and am pumped to get a second chance at Vestas, $FSLR, et al Tue Jun 23 03:03:47 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2289120848 12293152 web FSLR 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. Tue Jun 23 02:40:29 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2288829263 12293152 web NLC $BCE kicking up a storm, pun intended, with new Canadian $RIMM offer. Not sure if the news is stale tho... Tue Jun 23 02:38:15 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2288801044 12293152 web BCE RIMM 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! Tue Jun 23 02:24:52 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2288631661 12293152 web INTC MSFT NVDA Its always a good time to sell calls on $ZN_F @stevenplace. ...or $ZB_F for that matter. I sold some today, infact. Tue Jun 23 02:16:50 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2288529776 12293152 web ZB_F ZN_F @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 Tue Jun 09 05:17:43 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2086242955 12293152 web BMI ITRI @Psando I fear their business model will reach a saturation point, which makes their cashflows finite and possible to out-innovate. $ITRI Tue Jun 09 05:13:37 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2086212363 12293152 web ITRI 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. Mon Jun 08 02:59:49 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2071834443 12293152 web NG_F UNG There is 0% chance of being able to profit from seasonal changes in the spot price of NG, especially with $UNG, derivatives or otherwise. Mon Jun 08 02:52:15 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2071750736 12293152 web UNG @wind4me I looked at Lindsay in '08, and it looked expensive to me. I should take another look now. $LNN Mon Jun 08 02:01:46 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 2071216050 12293152 web LNN If my code is right, since 1950, the S&P has climbed more than 15% in 2 months only 13 times. *Every* time, next month was green. $$ Fri May 01 01:45:30 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 1665146303 12293152 web ...with that said, 3rd week in a row, S&P estimates have been reduced for every quarter between now and Q4 2010. $$ Thu Apr 30 02:49:44 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 1655569610 12293152 web It would make sense that the worst bear in 100 years, has the biggest bear market rally in 100 years. $$ Thu Apr 30 02:48:45 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 1655561448 12293152 web @SellPuts ...keep your OTM $DNDN options. haha. Lottary tickets are not how I roll. Wed Apr 29 05:13:35 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 1646440364 12293152 web DNDN I have no position in $DNDN BTW. Never touched it. I prefer actually playing with fire. Wed Apr 29 05:09:10 +0000 2009 jmclarty http://a3.twimg.com/profile_images/53729045/Jeff_McLarty_Mug_square_copy_normal.jpg 1646415044 12293152 web DNDN