1 17 grabbed some more $sunh today. Love that Wall Street's Finest put it on sale with a downgrade. Load up at 9.8 P/E multiple all day Thu Jan 07 17:24:20 +0000 2010 kylemowery http://a1.twimg.com/profile_images/457748922/hsgdfHGfasdhf__normal.bmp 7485512723 35810278 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> SUNH RT @credittrader: $XLF Senior-Sub diff back at 50bps but still way above old normal - suggest decompression : http://scribd.com/doc/24872444 Wed Jan 06 22:58:53 +0000 2010 kylemowery http://a1.twimg.com/profile_images/457748922/hsgdfHGfasdhf__normal.bmp 7457076930 35810278 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> XLF Richard Perry. Humble beginngs, Warton, met some $GS guys and worked there from 74 -88 Learned value investing and "extreme due diligence" Wed Nov 11 15:15:01 +0000 2009 kylemowery http://a1.twimg.com/profile_images/457748922/hsgdfHGfasdhf__normal.bmp 5620851904 35810278 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> GS 10 things that $goog has taught us. Not new but worth revisiting http://bit.ly/3jJlaT Wed Oct 28 14:10:45 +0000 2009 kylemowery http://a1.twimg.com/profile_images/457748922/hsgdfHGfasdhf__normal.bmp 5230916230 35810278 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> GOOG $UNG nice little boost. Cold winter should keep it running http://bit.ly/4yYBdA Wed Oct 21 13:28:17 +0000 2009 kylemowery http://a1.twimg.com/profile_images/457748922/hsgdfHGfasdhf__normal.bmp 5043879610 35810278 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> UNG here comes the price war I was dreading in prepaid wireless. $PCS $LEAP $S = world of hurt. The cost leader is here!! http://bit.ly/1oK5gK Thu Oct 15 20:49:41 +0000 2009 kylemowery http://a1.twimg.com/profile_images/457748922/hsgdfHGfasdhf__normal.bmp 4898296759 35810278 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> LEAP PCS S Here they come... $BX unloading 13 firms with 8 IPOs and 5 sales http://bit.ly/3crn4A Mon Oct 12 19:12:07 +0000 2009 kylemowery http://a1.twimg.com/profile_images/457748922/hsgdfHGfasdhf__normal.bmp 4815089734 35810278 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> BX RT @VIXandMore: RT @TheKirkReport: 100 Best iPhone Apps for Business Students... http://bit.ly/iRsin $$ Wed Sep 30 14:35:48 +0000 2009 kylemowery http://a1.twimg.com/profile_images/457748922/hsgdfHGfasdhf__normal.bmp 4498327301 35810278 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> Took a little risk off the table. Sold some $BIP early today before it traded off with risk assets selling off. Thu Sep 24 18:57:21 +0000 2009 kylemowery http://a1.twimg.com/profile_images/457748922/hsgdfHGfasdhf__normal.bmp 4348776537 35810278 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> BIP $GE up 28% in teh last 3 months and 201% in one month. complete rippage. HY issuance off the charts as well. Wed Sep 16 15:09:11 +0000 2009 kylemowery http://a1.twimg.com/profile_images/457748922/hsgdfHGfasdhf__normal.bmp 4030854830 35810278 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> GE $BIP ripping ridiculous these past days! Where do I peel out? Trading at 6.2% dividend rate with the lumber kicker. But $TMB has that too Tue Sep 15 16:09:28 +0000 2009 kylemowery http://a1.twimg.com/profile_images/457748922/hsgdfHGfasdhf__normal.bmp 4007305825 35810278 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> BIP TMB $UNG trade is working out nicely. Hope no cold winter / hurricanes but at least I'll make some $$ if either happens. Nat gas just to low Tue Sep 15 16:07:05 +0000 2009 kylemowery http://a1.twimg.com/profile_images/457748922/hsgdfHGfasdhf__normal.bmp 4007259082 35810278 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> UNG $UNG trade is working out nicely. Hope no cold winter / hurricanes but at least I'll make some $$ if either happens. Nat gas jsut to low Tue Sep 15 16:06:27 +0000 2009 kylemowery http://a1.twimg.com/profile_images/457748922/hsgdfHGfasdhf__normal.bmp 4007246533 35810278 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> UNG $IHG execs talking about how profitable their online click procurement buys through Google have been Sun Sep 06 18:38:33 +0000 2009 kylemowery http://a1.twimg.com/profile_images/457748922/hsgdfHGfasdhf__normal.bmp 3802744469 35810278 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> IHG and Kass pulls risk off RT @DougKass: There's been a substantial increase in cash and a marked reduction in equ.. http://bit.ly/132WMH $$ Mon Jul 27 17:15:20 +0000 2009 kylemowery http://a1.twimg.com/profile_images/457748922/hsgdfHGfasdhf__normal.bmp 2873627267 35810278 <a href="http://www.tweetdeck.com/">TweetDeck</a> insight / thoughts on Buffett's $MCO sale from fellow devotee (& successful HF manager) Jeff Matthews http://bit.ly/15xCch $brk Thu Jul 23 20:59:44 +0000 2009 kylemowery http://a1.twimg.com/profile_images/457748922/hsgdfHGfasdhf__normal.bmp 2805513232 35810278 <a href="http://www.tweetdeck.com/">TweetDeck</a> LSE:BRK MCO When $gs hit 80 in the fall, haters called out Buffett for $115 warants. Who is laughing now? http://bit.ly/npD0E Thu Jul 23 18:15:00 +0000 2009 kylemowery http://a1.twimg.com/profile_images/457748922/hsgdfHGfasdhf__normal.bmp 2802699360 35810278 <a href="http://www.tweetdeck.com/">TweetDeck</a> GS