- Industry Investment Management
- Education Emory University: BA Economics, History (Concentration in East Asian Studies)
- Year of Birth 1982
- Country United States
- State Massachusetts
Other Blog Posts
All (65) Manual (65) AIG (6) AOL (2) ARAY (2) ARNA (2) AYE (1) BAC (6) BAM (1) BP (4) BWEN (5) CADC (8) CFW (7) CLWR (2) COCO (1) CPN (4) DLIA (1) EGPT (2) EQIX (2) EQU (2) ERII (5) EWJ (3) FHCO (3) FMCN (2) FXP (2) GCI (1) GGP (18) GKK (3) GMCR (2) HHC (2) JEF (1) JRCC (2) JSDA (1) KF (2) LUK (1) MBI (3) MCLN (3) MEA (1) MEAD (2) MOVE (1) MPG (3) MTG (3) NFLX (1) NM (2) NTII (5) NWSA (2) OGZPY (5) PEIX (3) PST (2) PTGI (1) REED (2) RPRX (1) RYL (1) S (2) SNOFF (9) SOMX (1) SPU (3) SQNM (16) SRZ (16) STAA (12) TBT (4) TM (1) TMV (1) TTEK (1) TTT (6) TUR (2) TYO (1) URA (6) URG (5) URRE (16) USU (1) VC (1) VNM (1) VSTNQ (1) VXX (1) VXZ (1) YNGFF (3) YRCW (10)
Personal Track Record Blog - Andrew Kitchings
-
Doubled down on Japan March 14, 2011
Think this remains a good long term opportunity. The position also adds some ballast to my overall portfolio. Also, if the Yen stabilizes that will be an added kicker.
Related Stocks: EWJ
-
Sold the last bit March 14, 2011
Sold out, think there is too much headline risk. Also, expansion of nuclear plants is at the least going to be delayed. If this company reaches a depressed stock price again I might become a buyer.
Related Stocks: URRE
-
just bought a little Turkey March 08, 2011
A way to play emerging markets which has sold of recently, as well as chicken way to play a little middle east.
Related Stocks: TUR
-
Sold Positions March 07, 2011
Sold out of one of my SRZ option positions July @ 10. Also, sold my AOL, 20/20 hindsight was a bad purchase, thought the market was having a short term over reaction, but it may be a drawn out reaction instead..
-
sold out this morning March 01, 2011
After looking at the different press releases as well as the 8k, became more concerned about dilution and believe the stock will drift lower. Rather take my losses now.
The stock may bounce around but I prefer to find more compelling opportunities.
Related Stocks: YRCW
-
Restructuring could be bad for position February 28, 2011
Restructuring could be bad for this position. Best case dilution eases fears about the company's ability to survive the stock stabilizes. Worst case equity gets completely wiped out and take the position out as a big tax loss.
Related Stocks: YRCW
-
bought and sold calls February 28, 2011
I sold 1/2 of my call position and bought additional calls at a longer maturity and a higher strike.
Related Stocks: SRZ
-
Bought Calls February 25, 2011
Interesting company with what I feel is a mis pricing, especially with the new revolving credit line that was announced early this month
Related Stocks: SOMX
-
Added as a trade February 24, 2011
I added to this security in my nontaxable account as a trading position.
The company has gotten beat up over the past couple of days and this looks like a compelling entry price.
Related Stocks: BWEN
-
Moved Bond Position Around February 18, 2011
Just sold my energy bond, as I thought about the company it seemed to have higher risk, and doubled up on my paper company bond which is a senior secured note.
-
Sold Egypt February 11, 2011
Things are stabilizing, easy money was made, I have concern about how the ETF will trade once the Egyptian market re opens.
-
Bought Paper Bonds February 10, 2011
Just bought Senior Secured paper bonds due in 5/2012 with a YTM of 50ish%.
-
What is the News? T21 on Track for larger study February 10, 2011
SAN DIEGO, Feb. 10, 2011 /PRNewswire/ -- Sequenom (Nasdaq:SQNM - News) is very pleased to announce publication in the American Journal of Obstetrics and Gynecology (doi: 10.1016/j.ajog.2010.12.060) of Sequenom CMM's "locked assay" study.
(Logo: http://photos.prnewswire.com/prnh/20040415/SQNMLOGO)
The paper entitled "Noninvasive detection of fetal trisomy 21 by sequencing of DNA in maternal blood: a study in a clinical setting" is available through the 'Articles Online First' section of......
Related Stocks: SQNM
-
Bought AOL on cheapness February 08, 2011
Just bought a position because the stock is being sold off because of recent acquisition. However, the company is cash flow machine and continues to expand their platform to leverage existing infrastructure. Also, the managers that currently hold this strategy, based on based research are valuation free cash flow based. Think this is an opportunity with limited downside.
Related Stocks: AOL
-
Stabilizing "and be within our credit agreement financial covenants in the first quarter of 2011" February 04, 2011
YRC Worldwide Reports Year-over-Year Improvement in Fourth Quarter Operating Results
Friday, February 04, 2011 08:30:00 AMOVERLAND PARK, Kan., Feb. 4, 2011 /PRNewswire/ -- YRC Worldwide Inc. (Nasdaq: YRCW) today reported net income of $23 million and $0.49 earnings per share for the fourth quarter of 2010, including a $52 million benefit from an income tax settlement. For the full year 2010, the company reported a net loss of $322 million and an $8.13 loss per share. As a comparison,......
Related Stocks: YRCW
-
desalinization purchase February 03, 2011
The company is the only pure play public desalinization company. It has significant exposure to the middle east. However, the company is well positioned for a long term water trend.
The Economist has been having more articles recently about water, and its starting to get on some people's radar screen. This position is not designed to be a short term position.
Related Stocks: ERII