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jmclarty

  • jmclarty Jun. 30 at 11:59 PM #
  • 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

    Ticker: ERII
  • jmclarty Jun. 30 at 11:13 PM #
  • @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.

    Ticker: PHO
  • jmclarty Jun. 30 at 11:00 PM #
  • 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.

    Ticker: PHO SPY
  • jmclarty Jun. 25 at 10:21 PM #
  • @BullishBeauty That said, for pumps take a look at $CFX ...and for EPC, starting with looking at $VE and hyflux couldn't hurt.

    Ticker: CFX VE
  • jmclarty Jun. 22 at 11:03 PM #
  • @wind4me Surviving? I'm THRIVING brother...I'm way underweight equities, and am pumped to get a second chance at Vestas, $FSLR, et al

    Ticker: FSLR
  • jmclarty Jun. 22 at 10:40 PM #
  • 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.

    Ticker: NLC
  • jmclarty Jun. 22 at 10:38 PM #
  • $BCE kicking up a storm, pun intended, with new Canadian $RIMM offer. Not sure if the news is stale tho...

    Ticker: BCE RIMM
  • jmclarty Jun. 22 at 10:24 PM #
  • 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!

    Ticker: INTC MSFT NVDA
  • jmclarty Jun. 22 at 10:16 PM #
  • Its always a good time to sell calls on $ZN_F @stevenplace. ...or $ZB_F for that matter. I sold some today, infact.

    Ticker: ZB_F ZN_F
  • jmclarty Jun. 09 at 1:17 AM #
  • @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

    Ticker: BMI ITRI
  • jmclarty Jun. 09 at 1:13 AM #
  • @Psando I fear their business model will reach a saturation point, which makes their cashflows finite and possible to out-innovate. $ITRI

    Ticker: ITRI
  • jmclarty Jun. 07 at 10:59 PM #
  • 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.

    Ticker: NG_F UNG
  • jmclarty Jun. 07 at 10:52 PM #
  • There is 0% chance of being able to profit from seasonal changes in the spot price of NG, especially with $UNG, derivatives or otherwise.

    Ticker: UNG
  • jmclarty Jun. 07 at 10:01 PM #
  • @wind4me I looked at Lindsay in '08, and it looked expensive to me. I should take another look now. $LNN

    Ticker: LNN
  • jmclarty Apr. 30 at 9:45 PM #
  • 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. $$

  • jmclarty Apr. 29 at 10:49 PM #
  • ...with that said, 3rd week in a row, S&P estimates have been reduced for every quarter between now and Q4 2010. $$

  • jmclarty Apr. 29 at 10:48 PM #
  • It would make sense that the worst bear in 100 years, has the biggest bear market rally in 100 years. $$

  • jmclarty Apr. 29 at 1:13 AM #
  • @SellPuts ...keep your OTM $DNDN options. haha. Lottary tickets are not how I roll.

    Ticker: DNDN
  • jmclarty Apr. 29 at 1:09 AM #
  • I have no position in $DNDN BTW. Never touched it. I prefer actually playing with fire.

    Ticker: DNDN
  • jmclarty Apr. 29 at 1:06 AM #
  • As of the the close, $DNDN has about $284M in equity derivatives open. $1B company. That's gotta be some sort of $/MCap record.

    Ticker: DNDN
  • jmclarty Apr. 29 at 12:53 AM #
  • Who bot the 119 $DNDN $1 strike May puts today, and how are there 40000 $2.50 strike contracts, still open?

    Ticker: DNDN
  • jmclarty Apr. 29 at 12:51 AM #
  • $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.

    Ticker: DNDN
  • jmclarty Apr. 28 at 11:21 PM #
  • *off...I meant "shruff off". ||||||||| "we began seeing some improvement in Water Services end markets late in the quarter" $NLC

    Ticker: NLC
  • jmclarty Apr. 28 at 11:18 PM #
  • 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?

    Ticker: NLC
  • jmclarty Apr. 28 at 7:05 AM #
  • $TTEK OOps, I mean tomorrow...they announce tomorrow.

    Ticker: TTEK
  • jmclarty Apr. 28 at 7:04 AM #
  • $TTEK announces earnings tonight, and since I now work there, I can't exactly comment online about it.

    Ticker: TTEK
  • jmclarty Apr. 26 at 11:26 AM #
  • http://chart.ly/674n6d $SPY - The EPS estimates for the S&P over the last 2 weeks.

    Ticker: SPY
  • jmclarty Apr. 25 at 5:45 PM #
  • @coffeygrinds NewsFlash: Anybody cashflow positive, makes more then $GM :P hehehe...

    Ticker: GM
  • jmclarty Apr. 23 at 8:13 PM #
  • 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.

    Ticker: SRS
  • jmclarty Apr. 23 at 7:30 PM #
  • @StevenPlace check out $WIN crazy O.I. imbalance, low I.V. ...I suspect, a great opportunity for a straddle on the front month.

    Ticker: WIN
 

J. N. McLarty

Bio Engineer. CFA Candidate. Quant based (equity and commodity) derivatives trader. Capitalist Now, Philanthropist Later.


Location Toronto, Ontario


Web http://www.jeffreymclarty.com/jm


View me on Twitter

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