Tsunami

1morelevel · March 11, 2011, 4:21pm

First, my heart goes out to those in Japan or with family and friends in Japan. Watching the videos of the tsunami last night were heartwrenching. Given the strength of their economy I have no doubt they will bounce back quickly. I’m surprised at the size of the selloff today. It looks like a buying opportunity to me. Anyone see anything interesting given the sell-off? I’m thinking big profits for the big industrials, and high future profits as the government will inevitably increase investment in disaster preparedness. Long Japanese infastructure stocks like Kawasaki, Hitachi, Mitsubishi?

The_Righteous_Hacksa · March 11, 2011, 5:03pm

I’ve decided to go long on Unilever Japan, because I’ve heard that thousands of people are washing up on the beach there.

AlphaSeeker · March 11, 2011, 5:41pm

I sold out of the money calls on a number of insurers

The_Righteous_Hacksa · March 11, 2011, 5:48pm

I’ve shorted “Tide” detergent.

justin88 · March 11, 2011, 5:52pm

ChickenTikka Wrote: ------------------------------------------------------- > I’ve shorted “Tide” detergent. Just stop.

The_Righteous_Hacksa · March 11, 2011, 5:55pm

What? Too soon? /sorry it’s the adderall

justin88 · March 11, 2011, 6:17pm

ChickenTikka Wrote: ------------------------------------------------------- > What? Too soon? > > /sorry it’s the adderall You’re not funny.

ASSet_MANagement · March 11, 2011, 8:21pm

Long Glass and Steel – nippon

system · March 11, 2011, 8:26pm

ChickenTikka Wrote: ------------------------------------------------------- > I’ve shorted “Tide” detergent. this wasnt even funny even if it wasnt too soon. negged you phag

higgmond · March 11, 2011, 8:48pm

ChickenTikka Wrote: ------------------------------------------------------- > I’ve decided to go long on Unilever Japan, because > I’ve heard that thousands of people are washing up > on the beach there. I’m ashamed of myself, but I had to chuckle at that one. The Tide one is a little weak though.