Hedžový fond Infinity Enhanced Equity Class A

Podielové fondy, ETF, Hedge fondy

Re: Hedžový fond Infinity Enhanced Equity Class A

Poslaťod jan » Sob 05 06, 2017 4:41 pm

pbalint, popisal by si prosim ta v niekolkych bodoch, preco si siel pred zverejnenim do shortu US Steel?
jan
 
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Re: Hedžový fond Infinity Enhanced Equity Class A

Poslaťod pbalint » Ned 05 07, 2017 10:20 pm

Ahoj,

- koniec Trump trade, oceliari isli extremne hore na ocakavani slubenej obnovy US infrastruktury, slubenej ochrane domáceho trhu. Trump trade skoncil koncom marca
- zelezna ruda a ocel padaju uz od konca februara, US Steel ma velky operating leverage a trh to vôbec nepricoval
- Trump rally poslalo valuacie na cyklicke highs, velmi dobry set up na dokonalu burku
- nesiel som short vyslovene kvôli kvartalnym cislam, cakal som postupny zosun nie okamzity crash
pbalint
 
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Re: Hedžový fond Infinity Enhanced Equity Class A

Poslaťod Rokosák » Str 05 10, 2017 8:32 am

pbalint píše:- koniec Trump trade, Trump trade skoncil koncom marca

Zaujimave! Pripravujem sa na tu Tebou spominanu burku. :D
Investing is inherently a lazy man's game. You get no more points for solving a difficult problem than you would for solving a simple one.
Rokosák
 
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Re: Hedžový fond Infinity Enhanced Equity Class A

Poslaťod MFT » Uto 05 23, 2017 7:58 pm

Uz aj Soros zacina opät spekulovat :-)

http://finweb.hnonline.sk/ekonomika/965 ... preslavilo
MFT
 
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Re: Hedžový fond Infinity Enhanced Equity Class A

Poslaťod JUGGLER » Ned 05 28, 2017 12:02 am

CMG update. Firma updatovala výsledky vyšetrovania.

To, čo vyzeralo ako nič môže mať negatívny vplyv. Nemusí, ale môže.

Chipotle Hacked In Massive Breach - Customer Payment Data Stolen From Thousands Of Restaurants
.

Chipotle announced late Friday that Hackers used malware to infiltrate Chipotle Mexigan Grill Inc's ($CMG) payment system over a three week period beginning in late March - stealing sensitive customer banking information, including account numbers and internal verification codes that could be used to drain debit-card linked bank accounts.

The announcement was made following an investigation into an incident first reported on April 25th of "unauthorized activity" detected in some of their Canadian restaurants.

No word on how many customers are affected, however Chipotle said most of their 2,250 or so restaurants were hit between March 24th and April 18th.

The breach could mean big trouble for shares of Chipotle, which have only partially recovered from an E.coli outbreak in late 2015. According to Reuters, security analysts say Chipotle will likely face a fine based on the size of the breach and number of records compromised.


"If your data was stolen through a data breach that means you were somewhere out of compliance" with payment industry data security standards, Julie Conroy, research director at Aite Group, a research and advisory firm.

"In this case, the card companies will fine Chipotle and also hold them liable for any fraud that results directly from their breach," said Avivah Litan, a vice president at Gartner Inc (IT.N) specializing in security and privacy.


A supi sa už zbiehajú:

CHIPOTLE INVESTIGATION INITIATED by Former Louisiana Attorney General: Kahn Swick & Foti

On May 4, 2017, a class action lawsuit was filed against Chipotle by a proposed class of more than 100 financial institutions alleging that its negligence in maintaining adequate data security measures to prevent the breach resulted in closed accounts, stopped payments and other costly damages exceeding $5 million, including expenses for canceling and reissuing cards compromised in the data breach and for refunding fraudulent charges. The suit also alleges that Chipotle had decided in 2015 “that it would not upgrade its terminals to EMV [chip card] technology, claiming that it would slow down customer lines” and that a prior breach had cost the company approximately $4.3 million between 2004 and 2006.

Som zvedavý, či to bude mať vplyv. Cena stále 480. Od zverejnenia ide len do boku..

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In the stock market, timing is everything...
“Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.” Templeton
"be fearful when others are greedy, and be greedy when others are fearful," Buffett
JUGGLER
 
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Re: Hedžový fond Infinity Enhanced Equity Class A

Poslaťod JUGGLER » Pon 07 17, 2017 7:00 pm

Nevie niekto výsledok fondu k 30.júnu (polrok )?

P.S.
CMG klesla a začína byť zaujímavá z hladiska TA.
Fundamenty neutrálne, perspektíva mierne schladená, ale potencia na rast vyzerá OK..
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CMG krátkodobý graf.png
CMG strednodoby.png
In the stock market, timing is everything...
“Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.” Templeton
"be fearful when others are greedy, and be greedy when others are fearful," Buffett
JUGGLER
 
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Re: Hedžový fond Infinity Enhanced Equity Class A

Poslaťod JUGGLER » Uto 07 18, 2017 5:14 pm

ďalší úder pre CMG:

Shares dive -7% on heavy volume back to its December low of $362 on reports of restaurant in Virginia shutting down after customers' complaints of illness making rounds. Next level of interest below that is the November low at 352/353.
In the stock market, timing is everything...
“Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.” Templeton
"be fearful when others are greedy, and be greedy when others are fearful," Buffett
JUGGLER
 
Príspevky: 6500
Registrovaný: Štv 04 17, 2008 8:39 pm

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