Credit Bubble Stocks

A great way to shed light on the silver bubble is to look at the silver/platinum ratio , as expressed by the physial silver and physical pla...

Here's an idea: an arbitrage between the two classes of Discovery Communications stock (DISCK/DISCA). The two classes of stock are ec...

Regency Centers Corporation (REG) announced today that it will sell 8,000,000 shares of its common stock. That is good news f...

The spread on my REG/REG-E pair trade has moved against me over the past week , so I added more capital to it today. One of the attractions...

The Credit Bubble Stocks pair trade of GGC and OLN was posted at prices of $29 and $16.5, respectively. GGC has fallen to $15.65 and OLN to...

-Sold more GGC at 15.6. -Adding capital to my short YRCW / long U.S. Freightways 8.5% note due Apr 2010 trade - see the 8-K they just filed ...

I'm looking at the Regency Centers (REG) supplemental information release for third quarter 2009. For the quarter ended September 30, 2...

The other big pair trade (besides GGC/OLN ) that I am doing right now is the short REG, long REG-E trade . This trade has been cleaning up t...

Got some questions about the 6% rally in GGC today. OLN was down 1.8%, so despite what I wrote about the pair after OLN's earnings yeste...

Georgia Gulf Corporation (GGC) will be releasing Q3 financial results on Wednesday, November 4, 2009 at 5:00 p.m. ET, with a conference call...

GGC is now down 23% and OLN down less than 1% since I recommended the pair trade of short GGC and long OLN . GGC has been falling on higher ...

All it took was some blocks of 10,000-20,000 shares , with total volume of only 200k. Digging through management's Q2 earnings presentat...

I have been meaning to post about this for months; here it is. An extensive restructuring of Georgia Gulf Corporation ( GGC $29) involving...