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Huge Insider Buy on Walgreens

WAG logo

By Paul Price

Walgreens is currently the biggest percentage winner in our own Virtual Value Portfolio. An enormous insider buy was reported by director Stefano Pessina. He made the trade on April 19.

Pessina bought 83,299 shares of Walgreen’s at $48.62 per share. This transaction totaled $4,049,997.  It marks the first insider [Continue Reading]

Quest to Diagnose Obamacare Beneficiaries

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Quest to Diagnose Obamacare Beneficiaries

By Ilene with Paul Price

Dr. Paul Price expects the 2014 implementation of Obamacare to provide a major stimulus for physicians to order more lab tests, as at least 30 million currently uninsured people gain coverage. While the Market Shadows’ Virtual Value Portfolio [Continue Reading]

Selling Puts (part 2)

Selling Puts on Value Companies

By Paul Price

Review and two more selling put ideas (see part 1 here). Updated Virtual Portfolios here. From Bet with the House, Market Shadows Newsletter, 1/15

[Continue Reading]

Silver Lining Play on Tiffany’s Plunge

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Silver Lining Play on Tiffany’s Plunge 

Courtesy of Paul Price

High-end retailer Tiffany (TIF, $60.28) has posted excellent long-term results. Tiffany’s took a hit last Thursday after lowering guidance to $3.20 per share for the fiscal year ending Jan. 31, 2013.  This will be just its third negative year-over-year [Continue Reading]

Bet with the House

Bet with the House

Event Horizons ~ presented in Market Shadows Newsletter, Bet with the House, Jan. 14, 13

Tax selling in December turned into mutual fund funding in January. A reversal of money flows – not the reason to be bullish. However, we’re still on the bullish theme because the [Continue Reading]

Selling Puts on Value Companies

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Selling Puts on Value Companies - A New Market Shadows Virtual Portfolio

(Also presented in Market Shadows Newsletter, Bet with the House, Jan. 14, 13)

By Ilene with Paul Price

Options are not just for speculation. One excellent use of options involves selling puts on stocks you’d like to [Continue Reading]

Virtual Value Portfolio (1/4/13)

Snapshots of Paul’s Market Shadows Virtual Value Portfolio (1/4) and the Dividend Table of 2012.

Paul Price is not currently writing covered calls on these positions, as noted in Covered Calls – The [Continue Reading]

Closing the Virtual Options Portfolio of 2012

Year end summary and closing of Pharmboy’s Virtual Options Portfolio.

It is time to review and close positions in the Virtual Options Portfolio. Many of the virtual portfolio’s option positions are set to expire in January. Here are some of the positions Pharmboy is closing:

BMY (100 shares) – this position was initiated in [Continue Reading]

Updated Paul’s Virtual Value Portfolio (12/31/12)

Snapshots of Paul’s Market Shadows Virtual Value Portfolio and the Dividend Table of 2012.

Paul Price is not currently writing covered calls on these positions, as noted in Covered Calls – The Hidden Risk [Continue Reading]

Three Retail Bargains – Not Damaged Goods

Three Retail Bargains – Not Damaged Goods

Courtesy of Paul Price

Off-price retailers often sell last season’s merchandise, ‘scratch and dent’ or otherwise less than perfect wares. Shoppers are still willing to buy at the right price. The stock market is the same way. [Continue Reading]

Comfortably Bullish

The New Year’s edition of Market Shadows newsletter is now available: MarketShadows, “Comfortably Bullish,” January 4 2013.

 

Comfortably Bullish

 

Glimpse into the Future section of the MarketShadows Newsletter, January 4 2013

By Ilene

We are starting 2013 long stocks in Paul’s Virtual Value Portfolio with no covered call writing hedges [Continue Reading]

Comfortably Bullish

The New Year’s edition of Market Shadows newsletter is now available: MarketShadows, Comfortably Bullish, January 3.

Comfortably Bullish

Glimpse into the Future section of Market Shadow’s Newsletter

By Ilene

We are starting 2013 long stocks in Paul’s Virtual Value Portfolio with no covered call writing hedges for one reason – the [Continue Reading]

Virtual Value Portfolio Follow-Up

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Virtual Value Portfolio Follow-Up

 

By Paul Price of Market Shadows

Profits have been building and dividends accumulating since we started this up in late October with a virtual $100,000 in cash. We’ve already booked more than $1,100 in cash distributions (including some special year-end payments, see chart below).

We added two new [Continue Reading]

Market Shadows Newsletter: Lights, Camera, Rally?

Lights, Camera, Rally?

In this week’s Market Shadows Newsletter: Lights, Camera, Rally?, Paul Price explores Price/Earnings (P/E) ratios and finds the S&P 500 trading at average levels. This, however, is not the end of the story. P/Es do not exist in a vacuum.

Equities compete [Continue Reading]