Monday, August 3, 2009

Why would anyone own GS?

If you own GS and you have seen it rally from 50 to 165 What are you thinking? Do you see any nice fat dividends coming your way? .35 cents a quarter - when they make a record 3 billion all you hear about is the massive compensation - how bout a special dividend? Your equity capital (ok and the governments) allows them to make massive bets everyday - they are damn good at it but why not reward the shareholders? Lets just go to fantasyland for a minute - what if GS was down $10 bucks a share one day but you had just received a big special dividend due to the record earnings - it would lessen the blow - but nah they are just worried about paying themselves enough so that they can drive Ferraris and live out on the Hamptons.
Anywho - AAPL is flying this morning and this rally in the market just never seems to die - big Monday mornign openinngs used to always reverse - not in this universe. The SPUZ are hitting there highs as I write this.
This morning HURN is down 70% or so due to some earnings restatements - I think the company is fundamentally sound or at least a little birdie told me it was - I bought stock at 12.5 and sold the 12 1/2 calls in Sep for 2.4 - I kinda like that trade.

JB

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