Documents tagged "Alpha Group Capital"
Found 5 documents with this tag
HOUSE_OVERSIGHT_033270.txt
Paul Barrett from Alpha Group Capital LLC in New York is asking for thoughts on the Euro (EUR), and he has recently purchased some three-month puts as he believes that Trump will push a strong US dollar policy. The key people mentioned are Paul Barrett and Jeffrey E., while the key topic is the economic forecast of the Euro based on potential US policies.
HOUSE_OVERSIGHT_031818.txt
This document is a conversation between Paul Barrett and Jeffrey E. regarding their investment in Avago Technologies Inc. They own 8000 shares based on the belief that their increasing exposure to data center capital expenditure would be positive for the stock. Paul recommends keeping the stock and buying Aug $200 puts on the 8000 shares at a cost of $6.50 or $52,000. He also suggests selling October $185 puts and buying Oct $220 calls. Jeffrey E. disagrees with Paul's decision to own protection for the next 35 days and is frustrated by his recommendation.
HOUSE_OVERSIGHT_031813.txt
The document is a series of emails discussing trades involving AVG° stock. Richard Kahn from HBRK Associates Inc. mentions that someone he knows is married to Broadcom and has sold 4,000 lots of puts. Paul Barrett from Alpha Group Capital LLC recommends buying $200 Aug puts due to the stock being down 16% on a deal that no one fully understands. Jeffrey E. expresses frustration with Richard Kahn's decision-making and questions his ownership of the stock at a higher price.
HOUSE_OVERSIGHT_031806.txt
The document contains several emails between Paul Barrett from Alpha Group Capital LLC and Jeffrey E. regarding recommendations on investing in Broadcom's stock. In the emails, Paul Barrett discusses his initial recommendation to buy $200 Aug puts due to uncertainty around a recent deal, which no one fully understands. He also mentions that he has some ideas on how to address this issue but will send them over the weekend. The CEO of Broadcom has a good track record regarding mergers and it is suggested to keep the stock and own protection for the next 35 days until more clarity is provided by management.
HOUSE_OVERSIGHT_031804.txt
Paul Barrett from Alpha Group Capital LLC in New York discusses stock trading strategies with Jeffrey and Richard. They discuss options for Broadcom's stock, the pricing of August puts, and plan to wait for management's intentions on a deal before making further decisions. Jeffrey expresses frustration with previous trades, but Paul offers solutions and plans to send ideas over the weekend.